News + Filings Holdings
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Colonial River Wealth Management, LLC
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Changes: All | New | Increased | Decreased | Sold Out |
Portfolio as of: |
| Name | Ticker | Class | Shares | Change | Value | Change | % Port | % OS | Hist | Date |
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iSHARES TRUST
| ISI | Common | 0 | -18,801 | 0 | -1,575,000 | 0.00 | 0.00 |
Hist
| 06/30/2023 |
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iSHARES TRUST
| STIP | Common | 0 | -11,950 | 0 | -1,212,000 | 0.00 | 0.00 |
Hist
| 06/30/2023 |
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INTEL CORP
| INTC | Common | 0 | -21,269 | 0 | -796,000 | 0.00 | 0.00 |
Hist
| 06/30/2023 |
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FIRST TR LRG CP VL ALPHADEX
| FTA | COM SHS | 0 | -11,117 | 0 | -690,000 | 0.00 | 0.00 |
Hist
| 06/30/2023 |
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PAYCHEX INC
| PAYX | Common | 0 | -5,417 | 0 | -617,000 | 0.00 | 0.00 |
Hist
| 06/30/2023 |
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FIRST TRUST EXCHANGE-TRADED FUND VIII
| FPE | Common | 0 | -34,527 | 0 | -595,000 | 0.00 | 0.00 |
Hist
| 06/30/2023 |
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WisdomTree Trust
| XSOE | Common | 0 | -19,981 | 0 | -573,000 | 0.00 | 0.00 |
Hist
| 06/30/2023 |
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FIRST TRUST EXCHANGE-TRADED FUND VI
| RDVY | Common | 0 | -13,105 | 0 | -536,000 | 0.00 | 0.00 |
Hist
| 06/30/2023 |
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SPDR SERIES TRUST
| SLY | Common | 0 | -6,506 | 0 | -521,000 | 0.00 | 0.00 |
Hist
| 06/30/2023 |
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FIRST TR LRG CP GRWTH ALPHAD
| FTC | COM SHS | 0 | -5,366 | 0 | -473,000 | 0.00 | 0.00 |
Hist
| 06/30/2023 |
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Lattice Strategies Trust
| ROUS | Common | 0 | -12,617 | 0 | -473,000 | 0.00 | 0.00 |
Hist
| 06/30/2023 |
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SPDR Barclays Intermediate Term Corporate Bond ETF
| ITR | common | 0 | -14,380 | 0 | -469,000 | 0.00 | 0.00 |
Hist
| 06/30/2023 |
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FIRST TR VALUE LINE DIVID IN
| FVD | SHS | 0 | -11,351 | 0 | -441,000 | 0.00 | 0.00 |
Hist
| 06/30/2023 |
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INVESCO EXCHANGE TRADED FD T
| PGF | Common | 0 | -27,397 | 0 | -426,000 | 0.00 | 0.00 |
Hist
| 06/30/2023 |
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iShares High Dividend ETF JDR
| HDV | common | 0 | -4,072 | 0 | -409,000 | 0.00 | 0.00 |
Hist
| 06/30/2023 |
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SSGA Active Trust
| SRLN | Common | 0 | -9,176 | 0 | -382,000 | 0.00 | 0.00 |
Hist
| 06/30/2023 |
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LOWES COMPANIES INC
| LOW | Common | 0 | -2,179 | 0 | -381,000 | 0.00 | 0.00 |
Hist
| 06/30/2023 |
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SPDR SERIES TRUST
| CJNK | Common | 0 | -16,394 | 0 | -368,000 | 0.00 | 0.00 |
Hist
| 06/30/2023 |
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WisdomTree Trust
| AGGY | Common | 0 | -8,152 | 0 | -364,000 | 0.00 | 0.00 |
Hist
| 06/30/2023 |
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FIRST TRUST EXCHANGE-TRADED FUND
| FDN | Common | 0 | -2,847 | 0 | -362,000 | 0.00 | 0.00 |
Hist
| 06/30/2023 |
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UNITED PARCEL SERVICE INC
| UPS | Common | 0 | -1,924 | 0 | -351,000 | 0.00 | 0.00 |
Hist
| 06/30/2023 |
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Accenture plc
| ACN | COM | 0 | -1,241 | 0 | -345,000 | 0.00 | 0.00 |
Hist
| 06/30/2023 |
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METLIFE INC
| MET | Common | 0 | -5,495 | 0 | -345,000 | 0.00 | 0.00 |
Hist
| 06/30/2023 |
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ORACLE CORP
| ORCL | Common | 0 | -4,855 | 0 | -339,000 | 0.00 | 0.00 |
Hist
| 06/30/2023 |
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CONOCOPHILLIPS
| COP | Common | 0 | -3,778 | 0 | -339,000 | 0.00 | 0.00 |
Hist
| 06/30/2023 |
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FIRST TR NASDAQ100 TECH INDE
| QTEC | SHS | 0 | -2,815 | 0 | -322,000 | 0.00 | 0.00 |
Hist
| 06/30/2023 |
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FRANKLIN ELECTRONIC PUBLISHERS INC
| FEP | Common | 0 | -10,074 | 0 | -316,000 | 0.00 | 0.00 |
Hist
| 06/30/2023 |
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FIRST TRUST EXCHANGE-TRADED FUND VIII
| FIXD | Common | 0 | -6,700 | 0 | -311,000 | 0.00 | 0.00 |
Hist
| 06/30/2023 |
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FIRST TRUST EXCHANGE-TRADED FUND VI
| FTXO | Common | 0 | -11,829 | 0 | -308,000 | 0.00 | 0.00 |
Hist
| 06/30/2023 |
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Walt Disney Co
| DIS | Common | 0 | -3,143 | 0 | -297,000 | 0.00 | 0.00 |
Hist
| 06/30/2023 |
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iSHARES TRUST
| IVV | Common | 0 | -772 | 0 | -293,000 | 0.00 | 0.00 |
Hist
| 06/30/2023 |
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BlackRock Inc.
| BLK | Common | 0 | -460 | 0 | -280,000 | 0.00 | 0.00 |
Hist
| 06/30/2023 |
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CIGNA CORP
| CI | Com | 0 | -1,055 | 0 | -278,000 | 0.00 | 0.00 |
Hist
| 06/30/2023 |
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iSHARES TRUST
| IXN | Common | 0 | -6,040 | 0 | -276,000 | 0.00 | 0.00 |
Hist
| 06/30/2023 |
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VANGUARD WORLD FDS HEALTH CAR
| VHT | STOCK | 0 | -1,156 | 0 | -272,000 | 0.00 | 0.00 |
Hist
| 06/30/2023 |
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