Colonial River Wealth Management, LLC

13F Filings History

Latest 13F report
Q4 2024 - Feb 4, 2025
Value $
$207M
Signature - Title
Devin Garofalo - Chief Compliance Officer
Location
Midlothian, VA
Summary
This page shows a list of all the recent 13F filings made by Colonial River Wealth Management, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Colonial River Wealth Management, LLC reported 205 stock holdings with total value $207M as of Q4 2024. Top holdings included AAPL, NVDA, AMZN, VTI, and QQQM.
Holdings Value