Stock Taper

COLONIAL RIVER WEALTH MANAGEMENT, LLC

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
Spotify Technology S.A.SPOT2.29K$1.05M
The Procter & Gamble CompanyPG2.32K$340.06K
QUALCOMM IncorporatedQCOM2.39K$442.02K
The Southern CompanySO2.39K$229.01K
United Parcel Service, Inc.UPS2.43K$260.8K
Leidos Holdings, Inc.LDOS2.45K$252.38K
Constellation Energy CorporationCEG2.48K$614.72K
Newmont CorporationNEM2.58K$240.5K
The Allstate CorporationALL2.61K$620.07K
Interactive Brokers Group, Inc.IBKR2.65K$231.09K
UnitedHealth Group IncorporatedUNH2.67K$1.11M
Blackstone Inc.BX2.74K$322.06K
Johnson Controls International plcJCI2.94K$429.56K
Lam Research CorporationLRCX2.98K$1.29M
ONEOK, Inc.OKE3.05K$265.17K
NRG Energy, Inc.NRG3.05K$446.07K
Micron Technology, Inc.MU3.06K$3.54M
Eastman Chemical CompanyEMN3.1K$207.77K
Intel Corp.INTC3.1K$433.55K
Rocket Lab USA, Inc.RKLB3.16K$320.91K