River Wealth Advisors

Latest statistics and disclosures from River Wealth Advisors's latest quarterly 13F-HR filing:

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Positions held by River Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for River Wealth Advisors

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
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

View all past filings