Top 50 Colonial River Investments, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| NVDA | NVIDIA CORPORATION | 6.81% | 109.0K | $19.0M | +1.17%(+1.26K) | $57.06(+241.43%) | 2026-03-31 | |
| PVAL | PUTNAM ETF TRUST | 4.98% | 299.5K | $13.9M | new | $45.99(+12.36%) | 2026-03-31 | |
| AAPL | APPLE INC | 4.45% | 49.0K | $12.4M | -0.32%(-157) | $177.48(+73.90%) | 2026-03-31 | |
| RWL | INVESCO EXCH TRADED FD TR II | 4.35% | 105.8K | $12.2M | +2.73%(+2.81K) | $100.45(+28.83%) | 2026-03-31 | |
| MSFT | MICROSOFT CORP | 3.63% | 27.4K | $10.1M | +23.06%(+5.13K) | $380.43(+2.64%) | 2026-03-31 | |
| QVML | INVESCO EXCH TRADED FD TR II | 3.54% | 258.2K | $9.9M | +23.74%(+49.53K) | $37.41(+17.58%) | 2026-03-31 | |
| SPMO | INVESCO EXCH TRADED FD TR II | 2.83% | 70.5K | $7.9M | +2.25%(+1.55K) | $93.60(+61.14%) | 2026-03-31 | |
| AMZN | AMAZON COM INC | 2.65% | 35.5K | $7.4M | +3.52%(+1.21K) | $176.12(+37.79%) | 2026-03-31 | |
| META | META PLATFORMS INC | 2.24% | 10.9K | $6.3M | +7.48%(+762) | $569.11(+2.42%) | 2026-03-31 | |
| PLTR | PALANTIR TECHNOLOGIES INC | 1.87% | 35.7K | $5.2M | +50.76%(+12.03K) | $79.54(+62.56%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +16.96% | +59.98% |
| Top 20 Holdings Unweighted | +17.68% | +62.98% |
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