Fund HoldingsColonial River Investments, LLC

Total Portfolio Value
$168.23M
Total Bought
$59.23M
Total Sold
$46.05M
Net Transaction
+$13.18M
Filing Period:
Securities
SharesValue ($K)
Q3 2023
Q4 2023
Change
Q3 2023
Q4 2023
Weight (%)
Change
MICROSOFT CORP(MSFT)12,41817,891+5,4733,9216,7284.00%+2,807
APPLE INC(AAPL)052,824+52,824010,1706.05%+10,170
ISHARES TR05,435+5,43502,5961.54%+2,596
ISHARES TR012,070+12,07002,1151.26%+2,115
INVESCO EXCH TRADED FD TR II
NASDAQ 100 ETF
021,995+21,99503,7072.20%+3,707
SPDR SER TR
ST STR P500VAL
065,981+65,98103,0771.83%+3,077
ISHARES TR019,207+19,20701,9801.18%+1,980
NVIDIA CORPORATION(NVDA)08,401+8,40104,1602.47%+4,160
ALPHABET INC(GOOG)12,85822,087+9,2291,6833,0851.83%+1,403
DOMINION ENERGY INC(D)046,541+46,54102,1871.30%+2,187
SELECT SECTOR SPDR TR
ST STR UTIL ETF
023,958+23,95801,5170.90%+1,517
SPDR SER TR
ST STR SP400VAL
012,346+12,34609060.54%+906
META PLATFORMS INC(META)2,4974,629+2,1327501,6380.97%+889
TESLA INC(TSLA)07,238+7,23801,7981.07%+1,798
GLOBAL X FDS
NASDAQ 100 COVER
077,939+77,93901,3510.80%+1,351
GLOBAL X FDS
RUSSELL 2000
076,630+76,63001,2830.76%+1,283
SPDR SER TR
ST STR SP DIV
011,900+11,90001,4870.88%+1,487
CDW CORP(CDW)03,517+3,51707990.48%+799
VISA INC(V)9023,613+2,7112079410.56%+733
APPLIED MATLS INC04,288+4,28806950.41%+695
MASTERCARD INCORPORATED(MA)6332,171+1,5382519260.55%+675
QUALCOMM INC(QCOM)04,612+4,61206670.40%+667
INVESCO EXCH TRD SLF IDX FD
RUSL 1000 DYNM
10,61022,396+11,7864861,1510.68%+665
HERSHEY CO(HSY)05,091+5,09109490.56%+949
ELI LILLY & CO(LLY)01,616+1,61609420.56%+942
COSTCO WHSL CORP NEW(COST)1,4992,183+6848471,4410.86%+594
HOME DEPOT INC(HD)4,9786,049+1,0711,5042,0961.25%+592
SELECT SECTOR SPDR TR
ST STR INDL ETF
7,62511,880+4,2557731,3540.81%+581
BERKSHIRE HATHAWAY INC DEL01,628+1,62805810.35%+581
SPDR SER TR
ST STR PR SP1500
038,004+38,00402,2211.32%+2,221
LAM RESEARCH CORP(LRCX)0708+70805550.33%+555
IDEXX LABS INC(IDXX)0999+99905540.33%+554
COLGATE PALMOLIVE CO(CL)06,585+6,58505250.31%+525
MUELLER INDS INC(MLI)010,971+10,97105170.31%+517
NETFLIX INC(NFLX)01,038+1,03805050.30%+505
ADOBE INC(ADBE)0845+84505040.30%+504
WASTE MGMT INC DEL(WM)02,685+2,68504810.29%+481
KLA CORP(KLAC)0812+81204720.28%+472
FORD MTR CO DEL(F)038,438+38,43804690.28%+469
SELECT SECTOR SPDR TR
ST STR REAL ETF
022,483+22,48309010.54%+901
VERIZON COMMUNICATIONS INC(VZ)68,86471,328+2,4642,2322,6891.60%+457
VANECK ETF TRUST
IG FLOA RATE ETF
22,49940,747+18,2485691,0250.61%+456
AMAZON COM INC(AMZN)013,859+13,85902,1061.25%+2,106
UNITEDHEALTH GROUP INC(UNH)2,4333,166+7331,2271,6670.99%+440
FIRST TR MORNINGSTAR DIVID L17,92128,386+10,4655991,0180.61%+419
PULTE GROUP INC(PHM)03,989+3,98904120.24%+412
SPDR INDEX SHS FDS
ST STR PO EX ETF
040,344+40,34401,3720.82%+1,372
DECKERS OUTDOOR CORP(DECK)0612+61204090.24%+409
SPDR SER TR
STATE STRET SPDR
055,184+55,18401,0260.61%+1,026
D R HORTON INC(DHI)02,560+2,56003890.23%+389
ADVANCED MICRO DEVICES INC(AMD)02,627+2,62703870.23%+387
FLEXSHARES TR
US QT LW VLTY
048,410+48,41002,7211.62%+2,721
PHILIP MORRIS INTL INC(PM)09,929+9,92909340.56%+934
ABBOTT LABS03,339+3,33903680.22%+368
FIDELITY COVINGTON TRUST9,56716,432+6,8653807320.44%+352
LULULEMON ATHLETICA INC(LULU)0674+67403450.20%+345
MCDONALDS CORP(MCD)4,0414,741+7001,0641,4060.84%+341
GILEAD SCIENCES INC(GILD)04,202+4,20203400.20%+340
ZOETIS INC(ZTS)01,696+1,69603350.20%+335
T-MOBILE US INC(TMUS)01,988+1,98803190.19%+319
HAMILTON LANE INC(HLNE)02,809+2,80903190.19%+319
REALTY INCOME CORP(O)05,532+5,53203180.19%+318
TRINET GROUP INC(TNET)02,583+2,58303070.18%+307
TEXAS INSTRS INC(TXN)3,1864,763+1,5775078120.48%+305
ACCENTURE PLC IRELAND
SHS CLASS A
0828+82802910.17%+291
INVESCO EXCHANGE TRADED FD T
S&P MDCP QUALITY
12,50114,603+2,1021,0071,2950.77%+289
AUTODESK INC01,130+1,13002750.16%+275
ANALOG DEVICES INC(ADI)01,383+1,38302750.16%+275
GENERAL DYNAMICS CORP(GD)01,050+1,05002730.16%+273
BLACK STONE MINERALS L P(BSM)016,885+16,88502690.16%+269
INVESCO EXCHANGE TRADED FD T
S&P500 EQL WGT
1,4272,947+1,5202024650.28%+263
SPDR SER TR
ST STR BLO 1 ETF
010,678+10,67809760.58%+976
OTIS WORLDWIDE CORP(OTIS)02,831+2,83102530.15%+253
CISCO SYS INC(CSCO)10,77916,479+5,7005798330.49%+253
GARTNER INC(IT)0558+55802520.15%+252
MCKESSON CORP(MCK)0543+54302510.15%+251
INVESCO EXCH TRADED FD TR II8,27813,499+5,2213245720.34%+248
MEDTRONIC PLC(MDT)02,959+2,95902440.14%+244
PAYCHEX INC(PAYX)02,028+2,02802420.14%+242
MERITAGE HOMES CORP(MTH)01,366+1,36602380.14%+238
CONOCOPHILLIPS(COP)02,038+2,03802370.14%+237
SYMBOTIC INC(SYM)04,513+4,51302320.14%+232
ALTRIA GROUP INC(MO)29,27336,234+6,9611,2311,4620.87%+231
ALLY FINL INC(ALLY)06,541+6,54102280.14%+228
VANGUARD WORLD FDS
ENERGY ETF
11,59614,472+2,8761,4701,6971.01%+228
FLEX LNG LTD(FLNG)07,790+7,79002260.13%+226
UBER TECHNOLOGIES INC(UBER)03,658+3,65802250.13%+225
MONDELEZ INTL INC(MDLZ)03,060+3,06002220.13%+222
NATIONAL STORAGE AFFILIATES(NSA)05,295+5,29502200.13%+220
BLACKROCK INC(BLK)0270+27002190.13%+219
DIGITAL RLTY TR INC(DLR)01,628+1,62802190.13%+219
EOG RES INC(EOG)01,806+1,80602180.13%+218
SERVICENOW INC(NOW)0308+30802180.13%+218
ARK ETF TR
INNOVATION ETF
04,066+4,06602130.13%+213
KIMBERLY-CLARK CORP(KMB)01,738+1,73802110.13%+211
LOWES COS INC(LOW)0924+92402060.12%+206
BECTON DICKINSON & CO(BDX)0843+84302060.12%+206
JACKSON FINANCIAL INC(JXN)21,55619,782-1,7748241,0130.60%+189
STARBUCKS CORP(SBUX)07,905+7,90507590.45%+759
PROCTER AND GAMBLE CO(PG)9,10510,231+1,1261,3281,4990.89%+171
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