COLONIAL RIVER INVESTMENTS, LLC

PrivateCIK: 1845859
Location

MIDLOTHIAN, VA

249
Positions
$351.53M
Total AUM (reported)
3.53M
Total Shares

Allocation by class

TOTAL AUM$351.53M249 positions
COM$140.83M40.1%
S&P 500 MOMNTM$16.14M4.6%
CL A$12.47M3.5%
FOCUSED LAR CAP$8.84M2.5%
COM CL A$8.53M2.4%
DISRUPTORS ETF$7.55M2.1%
S&P 500 REVENUE$6.48M1.8%

Portfolio Concentration

Top 314.4%4–1015.5%11–2521.2%Rest49.0%TOP 1029.9%0%100%
Top 3$50.54M14.4%
4–10$54.51M15.5%
11–25$74.40M21.2%
Rest$172.09M49.0%

Top 3 weight

14.4%

Top 10 weight

29.9%

Voting Authority Distribution

Total shares with voting rights: 3.53M

Sole

Full voting authority

0.00

shares

% of voting shares0.0%
Shared

Joint voting authority

0.00

shares

% of voting shares0.0%
None

No voting authority

3.53M

shares

% of voting shares100.0%

Investment Discretion (by position count)

Sole249
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings249
Rows:

NVIDIA CORPORATION

SOLE
COM
Shares105.79K
TypeSH
Market value$21.17M
6.02%
Sole
0.00
Shared
0.00
None
105.79K

INVESCO EXCH TRADED FD TR II

SOLE
S&P 500 MOMNTM
Shares99.91K
TypeSH
Market value$16.14M
4.59%
Sole
0.00
Shared
0.00
None
99.91K

APPLE INC

SOLE
COM
Shares45.72K
TypeSH
Market value$13.23M
3.76%
Sole
0.00
Shared
0.00
None
45.72K

MICROSOFT CORP

SOLE
COM
Shares29.07K
TypeSH
Market value$10.84M
3.08%
Sole
0.00
Shared
0.00
None
29.07K

PUTNAM ETF TRUST

SOLE
FOCUSED LAR CAP
Shares173.58K
TypeSH
Market value$8.84M
2.52%
Sole
0.00
Shared
0.00
None
173.58K

AMAZON COM INC

SOLE
COM
Shares35.02K
TypeSH
Market value$8.35M
2.37%
Sole
0.00
Shared
0.00
None
35.02K

AB ACTIVE ETFS INC

SOLE
DISRUPTORS ETF
Shares50.98K
TypeSH
Market value$7.55M
2.15%
Sole
0.00
Shared
0.00
None
50.98K

INVESCO EXCH TRADED FD TR II

SOLE
S&P 500 REVENUE
Shares50.72K
TypeSH
Market value$6.48M
1.84%
Sole
0.00
Shared
0.00
None
50.72K

INVESCO EXCH TRADED FD TR II

SOLE
500 QVM MULTI
Shares141.26K
TypeSH
Market value$6.24M
1.77%
Sole
0.00
Shared
0.00
None
141.26K

META PLATFORMS INC

SOLE
CL A
Shares11.02K
TypeSH
Market value$6.21M
1.77%
Sole
0.00
Shared
0.00
None
11.02K

THE ALGER ETF TRUST

SOLE
AI ENABLERS ADOP
Shares134.69K
TypeSH
Market value$6.15M
1.75%
Sole
0.00
Shared
0.00
None
134.69K

PACER FDS TR

SOLE
DATA & DIGI REVO
Shares55.04K
TypeSH
Market value$5.87M
1.67%
Sole
0.00
Shared
0.00
None
55.04K

BROADCOM INC

SOLE
COM
Shares15.14K
TypeSH
Market value$5.72M
1.63%
Sole
0.00
Shared
0.00
None
15.14K

THE ALGER ETF TRUST

SOLE
CONCENTRATED EQT
Shares125.59K
TypeSH
Market value$5.18M
1.47%
Sole
0.00
Shared
0.00
None
125.59K

PIMCO ETF TR

SOLE
ACTIVE BD ETF
Shares54.54K
TypeSH
Market value$5.03M
1.43%
Sole
0.00
Shared
0.00
None
54.54K

J P MORGAN EXCHANGE TRADED F

SOLE
US RESEARCH ENHN
Shares74.62K
TypeSH
Market value$5.01M
1.43%
Sole
0.00
Shared
0.00
None
74.62K

JANUS DETROIT STR TR

SOLE
HENDE INCOM ETF
Shares99.08K
TypeSH
Market value$4.94M
1.40%
Sole
0.00
Shared
0.00
None
99.08K

INVESCO EXCHANGE TRADED FD T

SOLE
S&P MDCP MOMNTUM
Shares27.52K
TypeSH
Market value$4.68M
1.33%
Sole
0.00
Shared
0.00
None
27.52K

PACER FDS TR

SOLE
GLOBL CASH ETF
Shares107.23K
TypeSH
Market value$4.64M
1.32%
Sole
0.00
Shared
0.00
None
107.23K

ALPHABET INC

SOLE
CAP STK CL A
Shares12.96K
TypeSH
Market value$4.63M
1.32%
Sole
0.00
Shared
0.00
None
12.96K

NEBIUS GROUP N.V.

SOLE
SHS CLASS A
Shares16.76K
TypeSH
Market value$4.63M
1.32%
Sole
0.00
Shared
0.00
None
16.76K

TESLA INC

SOLE
COM
Shares10.95K
TypeSH
Market value$4.61M
1.31%
Sole
0.00
Shared
0.00
None
10.95K

TAIWAN SEMICONDUCTOR MANUFAC

SOLE
SPONSORED ADS
Shares9.62K
TypeSH
Market value$4.59M
1.31%
Sole
0.00
Shared
0.00
None
9.62K

FRANKLIN TEMPLETON ETF TR

SOLE
FOCUSED DYNAMIC
Shares84.63K
TypeSH
Market value$4.36M
1.24%
Sole
0.00
Shared
0.00
None
84.63K

PALANTIR TECHNOLOGIES INC

SOLE
CL A
Shares37.30K
TypeSH
Market value$4.35M
1.24%
Sole
0.00
Shared
0.00
None
37.30K
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