Fund Holdings — Colonial River Investments, LLC

Total Portfolio Value
$271.12M
Total Bought
$53.67M
Total Sold
$24.36M
Net Transaction
+$29.31M
Filing Period:
Securities
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SharesValue ($K)
Q2 2025
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Q3 2025
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Change
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Q2 2025
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Q3 2025
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Weight (%)
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Change
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INVESCO EXCH TRADED FD TR II18,52866,785+48,2574158,0852.98%+7,670
APPLOVIN CORP(APP)6,5598,180+1,6212,2725,8782.17%+3,606
PACER FDS TR
DATA & DIGI REVO
034,743+34,74302,3250.86%+2,325
THE ALGER ETF TRUST059,255+59,25502,0840.77%+2,084
NVIDIA CORPORATION(NVDA)103,532100,642-2,89016,99018,7786.93%+1,788
WESTERN DIGITAL CORP(WDC)014,123+14,12301,6960.63%+1,696
TALEN ENERGY CORP(TLN)4,4296,705+2,2761,1852,8521.05%+1,667
SPDR SERIES TRUST
ST LON TREAS ETF
37,64298,190+60,5489872,6460.98%+1,659
CAPITAL GROUP GROWTH ETF
SHS CREAT UNIT
245,562266,160+20,59810,06111,6904.31%+1,629
APPLE INC(AAPL)49,17746,963-2,21410,44611,9584.41%+1,513
ALPHABET INC(GOOG)8,43211,706+3,2741,5072,8511.05%+1,344
ROBLOX CORP(RBLX)09,263+9,26301,2830.47%+1,283
META PLATFORMS INC(META)6,5098,142+1,6334,7345,9792.21%+1,246
NEBIUS GROUP N.V.(NBIS)21,16719,078-2,0899832,1420.79%+1,159
CAPITAL GROUP GBL GROWTH EQT
SHS CREAT UNIT
6,54439,529+32,9852111,3510.50%+1,140
THE ALGER ETF TRUST030,259+30,25901,1350.42%+1,135
INVESCO EXCH TRADED FD TR II18,52830,700+12,1724151,5180.56%+1,103
PACER FDS TR
US LRG CP CASH
028,295+28,29501,0270.38%+1,027
INVESCO EXCHANGE TRADED FD T
S&P MDCP MOMNTUM
07,394+7,39401,0000.37%+1,000
GLOBAL X FDS
ARTIFICIAL ETF
019,567+19,56709660.36%+966
NORTHERN LTS FD TR III
HCM DEFND 100
012,612+12,61209630.36%+963
PALANTIR TECHNOLOGIES INC(PLTR)25,17124,748-4233,5874,5151.67%+928
PACER FDS TR
US CASH COWS 100
015,043+15,04308650.32%+865
ASTERA LABS INC(ALAB)4,3886,510+2,1224261,2750.47%+849
ALPHABET INC(GOOG)14,54514,074-4712,5843,4211.26%+838
INVESCO EXCH TRADED FD TR II
S&P 500 REVENUE
95,25398,205+2,95210,03910,8674.01%+829
SEA LTD(SE)9,20812,277+3,0691,3762,1940.81%+819
QXO INC(QXO)039,709+39,70907570.28%+757
INVESCO EXCHANGE TRADED FD T
S&P SMLCP MOMENT
09,765+9,76507180.26%+718
UNITED PARCEL SERVICE INC(UPS)08,312+8,31206940.26%+694
ORACLE CORP(ORCL)4,6436,338+1,6951,0911,7820.66%+691
ARK ETF TR
INNOVATION ETF
2,8499,948+7,0992108590.32%+649
INVESCO ACTIVELY MANAGED EXC
TOTAL RETURN
81,18292,900+11,7183,7944,4141.63%+619
ROBINHOOD MKTS INC(HOOD)9,70110,245+5449571,4670.54%+509
NRG ENERGY INC(NRG)2,9045,741+2,8374409300.34%+490
MONGODB INC(MDB)01,362+1,36204230.16%+423
INVESCO EXCHANGE TRADED FD T
S&P500 EQL IND
06,947+6,94703900.14%+390
TESLA INC(TSLA)11,0708,579-2,4913,4303,8151.41%+385
INVESCO EXCH TRADED FD TR II18,52812,987-5,5414157940.29%+380
KRATOS DEFENSE & SEC SOLUTIO(KTOS)04,114+4,11403760.14%+376
INVESCO EXCH TRADED FD TR II
NASDAQ 100 ETF
7,5448,484+9401,7252,0970.77%+372
ABIVAX SA(ABVX)04,349+4,34903690.14%+369
INVESCO EXCHANGE TRADED FD T
S&P 500 TOP 50
25,96830,105+4,1371,3671,7320.64%+365
UNITED AIRLS HLDGS INC(UAL)03,597+3,59703470.13%+347
INVESCO EXCH TRD SLF IDX FD
RUSL 1000 DYNM
26,65331,122+4,4691,5421,8750.69%+334
BROADCOM INC(AVGO)10,2559,542-7132,8243,1481.16%+324
WALMART INC(WMT)20,44521,699+1,2541,9392,2360.82%+297
SOMNIGROUP INTERNATIONAL INC(SGI)03,504+3,50402950.11%+295
ROCKET COS INC(RKT)014,553+14,55302820.10%+282
LAM RESEARCH CORP(LRCX)01,942+1,94202600.10%+260
JPMORGAN CHASE & CO.(JPM)6,6666,912+2461,9212,1800.80%+259
J P MORGAN EXCHANGE TRADED F
ULTRA SHRT ETF
14,75219,678+4,9267459980.37%+253
TTM TECHNOLOGIES INC(TTMI)04,362+4,36202510.09%+251
RIGETTI COMPUTING INC(RGTI)08,429+8,42902510.09%+251
INVESCO EXCH TRADED FD TR II12,63421,805+9,1713305800.21%+250
J P MORGAN EXCHANGE TRADED F
ULTRA SHT MUNCPL
04,839+4,83902470.09%+247
ISHARES TR0895+89502450.09%+245
RTX CORPORATION(RTX)01,420+1,42002380.09%+238
TWILIO INC(TWLO)02,367+2,36702370.09%+237
TAT TECHNOLOGIES LTD(TATT)05,100+5,10002250.08%+225
ISHARES TR1,7692,993+1,2242684930.18%+224
AMERICAN EXPRESS CO(AXP)0673+67302240.08%+224
UBER TECHNOLOGIES INC(UBER)02,174+2,17402130.08%+213
SELECT SECTOR SPDR TR
ST STR SVC ETF
01,798+1,79802130.08%+213
PINTEREST INC(PINS)7,08514,448+7,3632544650.17%+211
ISHARES TR0430+43002010.07%+201
BOSTON SCIENTIFIC CORP(BSX)3,9126,186+2,2744066040.22%+198
ABBVIE INC(ABBV)6,3216,170-1511,2331,4290.53%+196
FIRST TR EXCHANGE TRADED FD
DORSEY WRT 5 ETF
23,26525,676+2,4111,3971,5900.59%+193
AMERICAN CENTY ETF TR2,7764,629+1,8532254120.15%+187
INVESCO ACTIVELY MANAGED EXC
AAA CLO FLTNG RT
88,02795,129+7,1022,2552,4360.90%+181
UNITEDHEALTH GROUP INC(UNH)3,2773,337+609811,1520.43%+171
SPOTIFY TECHNOLOGY S A(SPOT)1,6251,881+2561,1541,3130.48%+159
BANK AMERICA CORP30,30030,573+2731,4231,5770.58%+154
ISHARES TR2,7814,202+1,4212684200.15%+152
JANUS DETROIT STR TR
HENDRSON AAA CL
8,80811,545+2,7374465860.22%+140
GOLDMAN SACHS GROUP INC(GS)1,1711,202+318309570.35%+127
CAPITAL GROUP CORE BALANCED
SHS
12,17315,243+3,0704115290.20%+119
ISHARES TR1,9422,000+581,2211,3390.49%+117
THERMO FISHER SCIENTIFIC INC(TMO)1,6571,712+557148300.31%+117
CELESTICA INC(CLS)1,5721,471-1012503620.13%+113
MCKESSON CORP(MCK)637726+894555610.21%+106
INVESCO EXCH TRADED FD TR II18,52822,468+3,9404155190.19%+104
CITIGROUP INC(C)11,23210,645-5879781,0800.40%+102
VANGUARD WORLD FD
INF TECH ETF
480569+893244250.16%+101
AMERICAN INTL GROUP INC5,8157,218+1,4034805670.21%+87
NORTHROP GRUMMAN CORP(NOC)854857+34395220.19%+83
T-MOBILE US INC(TMUS)1,8892,139+2504315120.19%+81
INVESCO QQQ TR2,7142,644-701,5081,5870.59%+80
AT&T INC(T)24,48226,740+2,2586767550.28%+79
CUMMINS INC(CMI)1,1641,112-523964700.17%+74
HOWMET AEROSPACE INC(HWM)1,5271,741+2142733420.13%+69
ASTRAZENECA PLC(AZN)4,6965,284+5883374050.15%+68
PPL CORP(PPL)9,98511,045+1,0603434100.15%+68
GILEAD SCIENCES INC(GILD)3,3014,009+7083784450.16%+67
SANOFI SA(SNY)8,61410,403+1,7894254910.18%+66
VANGUARD INDEX FDS1,8221,810-128068680.32%+62
ALTRIA GROUP INC(MO)12,86912,329-5407538140.30%+61
NEXTERA ENERGY INC(NEE)7,3798,056+6775516080.22%+57
GENERAL MTRS CO(GM)7,3617,315-463914460.16%+55
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Colonial River Investments, LLC — 13F Holdings — Q3 2025 | TickerTrail