Chief Compliance Officer

0001951757-24-000559.txt : 20240722 0001951757-24-000559.hdr.sgml : 20240722 20240719193818 ACCESSION NUMBER: 0001951757-24-000559 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20240630 FILED AS OF DATE: 20240722 DATE AS OF CHANGE: 20240719 EFFECTIVENESS DATE: 20240722 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Colonial River Wealth Management, LLC CENTRAL INDEX KEY: 0001845859 ORGANIZATION NAME: IRS NUMBER: 814196840 STATE OF INCORPORATION: VA FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-21048 FILM NUMBER: 241128864 BUSINESS ADDRESS: STREET 1: 340 BROWNS HILL COURT CITY: MIDLOTHIAN STATE: VA ZIP: 23114 BUSINESS PHONE: (804) 335-1200 MAIL ADDRESS: STREET 1: 340 BROWNS HILL COURT CITY: MIDLOTHIAN STATE: VA ZIP: 23114 13F-HR 1 primary_doc.xml X0202 13F-HR LIVE false false false 0001845859 XXXXXXXX 06-30-2024 06-30-2024 Colonial River Wealth Management, LLC

340 BROWNS HILL COURT MIDLOTHIAN VA 23114

13F HOLDINGS REPORT 028-21048 N Devin Garofalo Chief Compliance Officer (804) 335-1200 Devin Garofalo Midlothian VA 07-19-2024 0 166 185806929 false INFORMATION TABLE 2 F_13F_ColonialRiver_Q22024.xml ABBVIE INC COM 00287Y109 1508690 8796 SH SOLE 0 0 8796 ADOBE INC COM 00724F101 1339962 2412 SH SOLE 0 0 2412 ADVANCED MICRO DEVICES INC COM 007903107 1092647 6736 SH SOLE 0 0 6736 ALLSTATE CORP COM 020002101 385898 2417 SH SOLE 0 0 2417 ALLY FINL INC COM 02005N100 257776 6498 SH SOLE 0 0 6498 ALPHABET INC CAP STK CL A 02079K305 5153661 28294 SH SOLE 0 0 28294 ALPHABET INC CAP STK CL C 02079K107 389951 2126 SH SOLE 0 0 2126 ALTRIA GROUP INC COM 02209S103 1457736 32003 SH SOLE 0 0 32003 AMAZON COM INC COM 023135106 6250130 32342 SH SOLE 0 0 32342 AMGEN INC COM 031162100 1171375 3749 SH SOLE 0 0 3749 APPLE INC COM 037833100 14193620 67390 SH SOLE 0 0 67390 APPLIED MATLS INC COM 038222105 217701 923 SH SOLE 0 0 923 ARBOR REALTY TRUST INC COM 038923108 149814 10440 SH SOLE 0 0 10440 AT&T INC 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