River Wealth Advisors
Latest statistics and disclosures from River Wealth Advisors's latest quarterly 13F-HR filing:
- Top 5 stock holdings are IWM, AAPL, MSFT, IWR, IVV, and represent 22.57% of River Wealth Advisors's stock portfolio.
- Added to shares of these 10 stocks: NVDA, IWM, LRCX, IWR, TJX, AMD, MRK, PEP, ACN, UNH.
- Started 2 new stock positions in RPM, OPK.
- Reduced shares in these 10 stocks: ABT, MA, SLQD, HUN, QCOM, IVV, NKE, PNC, ARW, SYK.
- Sold out of its positions in RQI, CEG, CMI, DG, DUK, FDIS, FIDU, IVW, SCHF, UGI. VUG, VZ, MDT.
- River Wealth Advisors was a net seller of stock by $-8.1M.
- River Wealth Advisors has $559M in assets under management (AUM), dropping by -5.15%.
- Central Index Key (CIK): 0001642570
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River Wealth Advisors holds 200 positions in its portfolio as reported in the September 2023 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
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Ishares Tr Russell 2000 Etf (IWM) | 5.7 | $32M | +3% | 180k | 176.74 |
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Apple (AAPL) | 5.4 | $30M | 177k | 171.21 |
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Microsoft Corporation (MSFT) | 4.1 | $23M | 72k | 315.75 |
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Ishares Tr Rus Mid Cap Etf (IWR) | 3.8 | $21M | +3% | 308k | 69.25 |
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Ishares Tr Core S&p500 Etf (IVV) | 3.5 | $20M | -2% | 46k | 429.43 |
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Vanguard Intl Equity Index F Allwrld Ex Us (VEU) | 3.2 | $18M | 347k | 51.87 |
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Ishares Tr 0-5yr Invt Gr Cp (SLQD) | 3.0 | $17M | -3% | 355k | 47.99 |
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Spdr Ser Tr Bbg Conv Sec Etf (CWB) | 2.5 | $14M | 204k | 67.80 |
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Alphabet Cap Stk Cl A (GOOGL) | 2.1 | $12M | 89k | 130.86 |
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Visa Com Cl A (V) | 2.0 | $11M | 48k | 230.01 |
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Accenture Plc Ireland Shs Class A (ACN) | 2.0 | $11M | +3% | 36k | 307.11 |
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Amazon (AMZN) | 1.7 | $9.6M | 75k | 127.12 |
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JPMorgan Chase & Co. (JPM) | 1.5 | $8.3M | +2% | 57k | 145.02 |
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NVIDIA Corporation (NVDA) | 1.4 | $8.0M | +26% | 18k | 434.99 |
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Pepsi (PEP) | 1.4 | $7.8M | +4% | 46k | 169.44 |
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Ishares Core Msci Emkt (IEMG) | 1.4 | $7.8M | +3% | 163k | 47.59 |
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Stryker Corporation (SYK) | 1.2 | $6.9M | -5% | 25k | 273.27 |
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Anthem (ELV) | 1.2 | $6.5M | -3% | 15k | 435.42 |
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Lowe's Companies (LOW) | 1.1 | $6.3M | +2% | 30k | 207.84 |
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Air Products & Chemicals (APD) | 1.1 | $6.1M | -2% | 22k | 283.40 |
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Eaton Corp SHS (ETN) | 1.1 | $6.0M | 28k | 213.28 |
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D.R. Horton (DHI) | 1.1 | $5.9M | +3% | 55k | 107.47 |
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Chevron Corporation (CVX) | 1.0 | $5.6M | 33k | 168.62 |
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AmerisourceBergen (COR) | 1.0 | $5.5M | +3% | 31k | 179.97 |
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Carlisle Companies (CSL) | 1.0 | $5.4M | 21k | 259.26 |
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Mastercard Incorporated Cl A (MA) | 1.0 | $5.4M | -9% | 14k | 395.90 |
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TJX Companies (TJX) | 1.0 | $5.3M | +8% | 60k | 88.88 |
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Lam Research Corporation (LRCX) | 0.9 | $5.1M | +16% | 8.1k | 626.78 |
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Thermo Fisher Scientific (TMO) | 0.9 | $5.0M | +2% | 9.9k | 506.18 |
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UnitedHealth (UNH) | 0.9 | $5.0M | +7% | 9.9k | 504.20 |
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Vanguard Index Fds Sml Cp Grw Etf (VBK) | 0.9 | $4.9M | -3% | 23k | 214.18 |
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Bank of America Corporation (BAC) | 0.9 | $4.9M | +4% | 179k | 27.38 |
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Constellation Brands Cl A (STZ) | 0.8 | $4.5M | 18k | 251.33 |
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Walt Disney Company (DIS) | 0.8 | $4.5M | +2% | 56k | 81.05 |
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Amgen (AMGN) | 0.8 | $4.4M | -5% | 16k | 268.76 |
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Chubb (CB) | 0.7 | $4.1M | +6% | 20k | 208.19 |
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Te Connectivity SHS (TEL) | 0.7 | $4.0M | -5% | 32k | 123.53 |
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ConocoPhillips (COP) | 0.7 | $4.0M | -6% | 33k | 119.80 |
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Trane Technologies SHS (TT) | 0.7 | $3.9M | -7% | 19k | 202.91 |
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Comcast Corp Cl A (CMCSA) | 0.7 | $3.9M | +4% | 88k | 44.34 |
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Alphabet Cap Stk Cl C (GOOG) | 0.7 | $3.8M | -6% | 29k | 131.85 |
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CVS Caremark Corporation (CVS) | 0.7 | $3.7M | +6% | 53k | 69.82 |
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Ishares Tr Core S&p Mcp Etf (IJH) | 0.6 | $3.5M | -3% | 14k | 249.35 |
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Oracle Corporation (ORCL) | 0.6 | $3.5M | -7% | 33k | 105.92 |
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Merck & Co (MRK) | 0.6 | $3.4M | +12% | 33k | 102.95 |
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Ishares Tr S&p Mc 400vl Etf (IJJ) | 0.6 | $3.4M | -3% | 33k | 100.93 |
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Arrow Electronics (ARW) | 0.6 | $3.3M | -11% | 26k | 125.24 |
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Advanced Micro Devices (AMD) | 0.6 | $3.3M | +13% | 32k | 102.82 |
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Pulte (PHM) | 0.6 | $3.2M | -7% | 43k | 74.05 |
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Phillips 66 (PSX) | 0.6 | $3.1M | -5% | 26k | 120.15 |
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Vanguard Index Fds Extend Mkt Etf (VXF) | 0.6 | $3.1M | -6% | 22k | 143.33 |
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Prologis (PLD) | 0.6 | $3.1M | -10% | 28k | 112.21 |
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Marsh & McLennan Companies (MMC) | 0.5 | $3.0M | 16k | 190.30 |
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Linde SHS (LIN) | 0.5 | $3.0M | -7% | 8.0k | 372.35 |
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Metropcs Communications (TMUS) | 0.5 | $2.9M | +7% | 21k | 140.05 |
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Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.5 | $2.9M | -11% | 8.1k | 358.26 |
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Home Depot (HD) | 0.5 | $2.9M | -4% | 9.4k | 302.18 |
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Johnson & Johnson (JNJ) | 0.5 | $2.8M | -2% | 18k | 155.75 |
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Costco Wholesale Corporation (COST) | 0.5 | $2.8M | +8% | 5.0k | 564.96 |
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Abbvie (ABBV) | 0.5 | $2.7M | -6% | 18k | 149.06 |
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Danaher Corporation (DHR) | 0.5 | $2.7M | -5% | 11k | 248.11 |
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Fifth Third Ban (FITB) | 0.5 | $2.7M | -3% | 106k | 25.33 |
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Ishares Tr Msci Emg Mkt Etf (EEM) | 0.5 | $2.5M | -3% | 67k | 37.95 |
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Deere & Company (DE) | 0.5 | $2.5M | +4% | 6.7k | 377.38 |
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Ishares Tr Msci Eafe Etf (EFA) | 0.4 | $2.4M | -5% | 34k | 68.92 |
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Schwab Strategic Tr Us Mid-cap Etf (SCHM) | 0.4 | $2.3M | 35k | 67.68 |
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Capital One Financial (COF) | 0.4 | $2.3M | -6% | 23k | 97.05 |
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Qualcomm (QCOM) | 0.4 | $2.2M | -18% | 20k | 111.06 |
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FedEx Corporation (FDX) | 0.4 | $2.2M | +8% | 8.2k | 264.90 |
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Tetra Tech (TTEK) | 0.4 | $2.2M | +11% | 14k | 152.03 |
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Waste Management (WM) | 0.4 | $2.1M | +5% | 14k | 152.44 |
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Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.4 | $2.1M | -12% | 6.0k | 350.30 |
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Procter & Gamble Company (PG) | 0.4 | $2.0M | -5% | 14k | 145.86 |
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BlackRock (BLK) | 0.4 | $2.0M | +15% | 3.1k | 646.42 |
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Parker-Hannifin Corporation (PH) | 0.3 | $1.9M | -4% | 5.0k | 389.54 |
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Exxon Mobil Corporation (XOM) | 0.3 | $1.9M | +2% | 16k | 117.58 |
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Honeywell International (HON) | 0.3 | $1.9M | -7% | 10k | 184.73 |
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American Electric Power Company (AEP) | 0.3 | $1.9M | -2% | 25k | 75.22 |
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Lockheed Martin Corporation (LMT) | 0.3 | $1.8M | +3% | 4.5k | 408.99 |
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PNC Financial Services (PNC) | 0.3 | $1.8M | -19% | 15k | 122.77 |
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Truist Financial Corp equities (TFC) | 0.3 | $1.8M | 61k | 28.61 |
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Ishares Tr Core S&p Scp Etf (IJR) | 0.3 | $1.8M | -6% | 19k | 94.33 |
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Raytheon Technologies Corp (RTX) | 0.3 | $1.7M | -2% | 24k | 71.97 |
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Freeport-mcmoran CL B (FCX) | 0.3 | $1.7M | +8% | 45k | 37.29 |
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Caterpillar (CAT) | 0.3 | $1.6M | 6.0k | 273.00 |
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Nextera Energy (NEE) | 0.3 | $1.5M | +13% | 26k | 57.29 |
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Summit Matls Cl A (SUM) | 0.3 | $1.4M | +5% | 47k | 31.14 |
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Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.3 | $1.4M | -2% | 3.7k | 392.66 |
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Ishares Tr Rus 1000 Etf (IWB) | 0.3 | $1.4M | +2% | 6.1k | 234.91 |
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Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.3 | $1.4M | -2% | 3.3k | 427.49 |
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Unilever Spon Adr New (UL) | 0.2 | $1.4M | -20% | 28k | 49.40 |
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Colgate-Palmolive Company (CL) | 0.2 | $1.4M | -3% | 19k | 71.11 |
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Targa Res Corp (TRGP) | 0.2 | $1.4M | +11% | 16k | 85.72 |
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Cisco Systems (CSCO) | 0.2 | $1.3M | 25k | 53.76 |
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Goldman Sachs (GS) | 0.2 | $1.3M | +11% | 4.1k | 323.59 |
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Us Bancorp Del Com New (USB) | 0.2 | $1.3M | -13% | 38k | 33.06 |
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Select Sector Spdr Tr Energy (XLE) | 0.2 | $1.2M | 13k | 90.39 |
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NiSource (NI) | 0.2 | $1.2M | +14% | 49k | 24.68 |
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S&p Global (SPGI) | 0.2 | $1.2M | -3% | 3.3k | 365.42 |
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Meta Platforms Cl A (META) | 0.2 | $1.2M | -2% | 3.9k | 300.21 |
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Allegion Ord Shs (ALLE) | 0.2 | $1.2M | -10% | 11k | 104.20 |
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Kearny Finl Corp Md (KRNY) | 0.2 | $1.2M | 167k | 6.93 |
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Huntsman Corporation (HUN) | 0.2 | $1.2M | -32% | 47k | 24.40 |
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McDonald's Corporation (MCD) | 0.2 | $1.1M | 4.3k | 263.44 |
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Rbc Cad (RY) | 0.2 | $1.1M | -20% | 13k | 87.44 |
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Toyota Motor Corp Ads (TM) | 0.2 | $1.1M | -16% | 6.2k | 179.75 |
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Automatic Data Processing (ADP) | 0.2 | $1.1M | -3% | 4.6k | 240.56 |
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Ishares Tr Select Divid Etf (DVY) | 0.2 | $1.1M | -5% | 10k | 107.64 |
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Nike CL B (NKE) | 0.2 | $1.1M | -28% | 11k | 95.62 |
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Zimmer Holdings (ZBH) | 0.2 | $1.1M | -17% | 9.5k | 112.22 |
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Ishares Tr S&p Mc 400gr Etf (IJK) | 0.2 | $1.0M | 14k | 72.24 |
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Pfizer (PFE) | 0.2 | $941k | -21% | 28k | 33.17 |
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Digital Realty Trust (DLR) | 0.2 | $891k | -14% | 7.4k | 121.02 |
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Norfolk Southern (NSC) | 0.2 | $886k | 4.5k | 196.93 |
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Select Sector Spdr Tr Technology (XLK) | 0.2 | $861k | -4% | 5.3k | 163.92 |
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Avery Dennison Corporation (AVY) | 0.1 | $833k | -3% | 4.6k | 182.67 |
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Illinois Tool Works (ITW) | 0.1 | $806k | -9% | 3.5k | 230.32 |
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Select Sector Spdr Tr Rl Est Sel Sec (XLRE) | 0.1 | $795k | -13% | 23k | 34.07 |
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Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.1 | $786k | -3% | 20k | 39.21 |
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PPL Corporation (PPL) | 0.1 | $768k | -25% | 33k | 23.56 |
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Union Pacific Corporation (UNP) | 0.1 | $758k | -3% | 3.7k | 203.63 |
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Vanguard Index Fds Small Cp Etf (VB) | 0.1 | $749k | +6% | 4.0k | 189.08 |
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T. Rowe Price (TROW) | 0.1 | $713k | 6.8k | 104.87 |
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Ingersoll Rand (IR) | 0.1 | $709k | -7% | 11k | 63.72 |
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Masco Corporation (MAS) | 0.1 | $703k | -6% | 13k | 53.45 |
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American Tower Reit (AMT) | 0.1 | $700k | -20% | 4.3k | 164.44 |
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Kimberly-Clark Corporation (KMB) | 0.1 | $690k | 5.7k | 120.85 |
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McKesson Corporation (MCK) | 0.1 | $685k | 1.6k | 434.85 |
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PPG Industries (PPG) | 0.1 | $660k | -2% | 5.1k | 129.79 |
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Ishares Tr Eafe Sml Cp Etf (SCZ) | 0.1 | $626k | 11k | 56.47 |
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Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) | 0.1 | $620k | -13% | 1.4k | 456.64 |
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Global X Fds Rbtcs Artfl Inte (BOTZ) | 0.1 | $582k | -14% | 24k | 24.72 |
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Texas Instruments Incorporated (TXN) | 0.1 | $576k | -8% | 3.6k | 159.00 |
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Coca-Cola Company (KO) | 0.1 | $537k | 9.6k | 55.98 |
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Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.1 | $521k | 12k | 43.72 |
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Dominion Resources (D) | 0.1 | $520k | -17% | 12k | 44.67 |
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Carrier Global Corporation (CARR) | 0.1 | $517k | -13% | 9.4k | 55.20 |
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Wells Fargo & Company (WFC) | 0.1 | $514k | 13k | 40.86 |
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Toll Brothers (TOL) | 0.1 | $503k | -4% | 6.8k | 73.96 |
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Fidelity Covington Trust Msci Info Tech I (FTEC) | 0.1 | $479k | -14% | 3.9k | 122.93 |
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Eli Lilly & Co. (LLY) | 0.1 | $474k | 883.00 | 537.17 |
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Vanguard Whitehall Fds High Div Yld (VYM) | 0.1 | $471k | -7% | 4.6k | 103.32 |
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Vanguard World Fds Inf Tech Etf (VGT) | 0.1 | $466k | -26% | 1.1k | 414.90 |
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M&T Bank Corporation (MTB) | 0.1 | $454k | +8% | 3.6k | 126.45 |
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Vanguard Index Fds Total Stk Mkt (VTI) | 0.1 | $452k | +17% | 2.1k | 212.37 |
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Discover Financial Services (DFS) | 0.1 | $434k | -16% | 5.0k | 86.63 |
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Select Sector Spdr Tr Financial (XLF) | 0.1 | $432k | 13k | 33.17 |
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General Dynamics Corporation (GD) | 0.1 | $430k | 1.9k | 220.92 |
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C H Robinson Worldwide Com New (CHRW) | 0.1 | $416k | 4.8k | 86.13 |
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Hershey Company (HSY) | 0.1 | $406k | 2.0k | 200.12 |
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Travelers Companies (TRV) | 0.1 | $385k | 2.4k | 163.32 |
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Bristol Myers Squibb (BMY) | 0.1 | $372k | -4% | 6.4k | 58.04 |
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Arthur J. Gallagher & Co. (AJG) | 0.1 | $370k | -12% | 1.6k | 227.93 |
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Target Corporation (TGT) | 0.1 | $368k | -16% | 3.3k | 110.57 |
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Vanguard World Fds Health Car Etf (VHT) | 0.1 | $367k | -11% | 1.6k | 235.10 |
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Mccormick & Co Com Non Vtg (MKC) | 0.1 | $362k | 4.8k | 75.64 |
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Abbott Laboratories (ABT) | 0.1 | $361k | -69% | 3.7k | 96.85 |
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Globe Life (GL) | 0.1 | $357k | 3.3k | 108.73 |
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Spdr Ser Tr S&p Divid Etf (SDY) | 0.1 | $354k | -17% | 3.1k | 115.01 |
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Ishares Tr Core Msci Eafe (IEFA) | 0.1 | $354k | +52% | 5.5k | 64.35 |
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Vanguard World Mega Cap Index (MGC) | 0.1 | $351k | -16% | 2.3k | 151.87 |
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Nucor Corporation (NUE) | 0.1 | $349k | -3% | 2.2k | 156.38 |
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Toronto Dominion Bk Ont Com New (TD) | 0.1 | $349k | 5.8k | 60.26 |
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Synopsys (SNPS) | 0.1 | $344k | 750.00 | 458.97 |
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Wal-Mart Stores (WMT) | 0.1 | $340k | -2% | 2.1k | 159.95 |
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Laboratory Corp Amer Hldgs Com New (LH) | 0.1 | $336k | -24% | 1.7k | 201.05 |
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Brown & Brown (BRO) | 0.1 | $332k | 4.8k | 69.84 |
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Moog Cl A (MOG.A) | 0.1 | $330k | -11% | 2.9k | 112.94 |
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Vanguard Index Fds Mid Cap Etf (VO) | 0.1 | $330k | 1.6k | 208.26 |
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Starbucks Corporation (SBUX) | 0.1 | $329k | -5% | 3.6k | 91.28 |
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ResMed (RMD) | 0.1 | $310k | -3% | 2.1k | 147.87 |
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Schwab Strategic Tr Us Sml Cap Etf (SCHA) | 0.1 | $303k | 7.3k | 41.42 |
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Exelon Corporation (EXC) | 0.1 | $295k | -8% | 7.8k | 37.79 |
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Tesla Motors (TSLA) | 0.1 | $295k | -2% | 1.2k | 250.22 |
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Select Sector Spdr Tr Sbi Cons Discr (XLY) | 0.1 | $284k | -24% | 1.8k | 160.98 |
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Charles Schwab Corporation (SCHW) | 0.0 | $279k | 5.1k | 54.90 |
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Ishares Tr Rus 1000 Grw Etf (IWF) | 0.0 | $272k | 1.0k | 265.99 |
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Citigroup Com New (C) | 0.0 | $264k | -42% | 6.4k | 41.13 |
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Becton, Dickinson and (BDX) | 0.0 | $262k | -4% | 1.0k | 258.53 |
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Broadridge Financial Solutions (BR) | 0.0 | $249k | -2% | 1.4k | 179.05 |
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Steel Dynamics (STLD) | 0.0 | $243k | -2% | 2.3k | 107.22 |
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Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.0 | $243k | -17% | 3.4k | 70.75 |
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Genuine Parts Company (GPC) | 0.0 | $241k | 1.7k | 144.38 |
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Quest Diagnostics Incorporated (DGX) | 0.0 | $240k | -17% | 2.0k | 121.84 |
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Adobe Systems Incorporated (ADBE) | 0.0 | $239k | 468.00 | 509.90 |
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Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 0.0 | $234k | -6% | 4.6k | 50.60 |
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Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 0.0 | $233k | -39% | 3.3k | 69.78 |
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FactSet Research Systems (FDS) | 0.0 | $230k | 527.00 | 437.26 |
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Fidelity Covington Trust Msci Finls Idx (FNCL) | 0.0 | $229k | -12% | 4.9k | 46.56 |
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Aon Shs Cl A (AON) | 0.0 | $229k | 705.00 | 324.22 |
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Fidelity Covington Trust Msci Hlth Care I (FHLC) | 0.0 | $228k | -17% | 3.8k | 60.58 |
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Public Service Enterprise (PEG) | 0.0 | $227k | 4.0k | 56.91 |
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Lululemon Athletica (LULU) | 0.0 | $227k | 588.00 | 385.61 |
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Watsco, Incorporated (WSO) | 0.0 | $224k | 594.00 | 377.72 |
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Netflix (NFLX) | 0.0 | $208k | -23% | 552.00 | 377.60 |
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RPM International (RPM) | 0.0 | $201k | NEW | 2.1k | 94.81 |
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Ford Motor Company (F) | 0.0 | $175k | -5% | 14k | 12.42 |
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Ares Capital Corp Note 4.625% 3/0 | 0.0 | $72k | -26% | 70k | 1.03 |
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Opko Health (OPK) | 0.0 | $38k | NEW | 24k | 1.60 |
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Geron Corporation (GERN) | 0.0 | $21k | 10k | 2.12 |
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Past Filings by River Wealth Advisors
SEC 13F filings are viewable for River Wealth Advisors going back to 2015
- River Wealth Advisors 2023 Q3 filed Nov. 13, 2023
- River Wealth Advisors 2023 Q2 filed Aug. 9, 2023
- River Wealth Advisors 2023 Q1 filed May 11, 2023
- River Wealth Advisors 2022 Q4 filed Feb. 10, 2023
- River Wealth Advisors 2022 Q3 filed Nov. 14, 2022
- River Wealth Advisors 2022 Q2 filed Aug. 10, 2022
- River Wealth Advisors 2022 Q1 filed May 9, 2022
- River Wealth Advisors 2021 Q4 filed Feb. 11, 2022
- River Wealth Advisors 2021 Q3 filed Nov. 12, 2021
- River Wealth Advisors 2021 Q2 filed Aug. 6, 2021
- River Wealth Advisors 2021 Q1 filed May 11, 2021
- River Wealth Advisors 2020 Q4 filed Feb. 16, 2021
- River Wealth Advisors 2020 Q3 filed Nov. 10, 2020
- River Wealth Advisors 2020 Q2 filed Aug. 11, 2020
- River Wealth Advisors 2020 Q1 filed May 5, 2020
- River Wealth Advisors 2019 Q4 filed Feb. 7, 2020