River Wealth Advisors

River Wealth Advisors as of March 31, 2020

Portfolio Holdings for River Wealth Advisors

River Wealth Advisors holds 158 positions in its portfolio as reported in the March 2020 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Total Bond Market ETF (BND) 5.1 $13M 151k 85.35
Apple (AAPL) 4.1 $10M 40k 254.29
Vanguard FTSE All-World ex-US ETF (VEU) 3.8 $9.4M 229k 41.02
Microsoft Corporation (MSFT) 3.0 $7.6M 48k 157.72
iShares Russell 2000 Index (IWM) 2.7 $6.7M 58k 114.45
SPDR Barclays Capital Convertible SecETF (CWB) 2.6 $6.5M 137k 47.86
Amazon (AMZN) 2.4 $5.9M 3.0k 1949.67
Visa (V) 2.3 $5.8M 36k 161.12
Stryker Corporation (SYK) 2.0 $5.0M 30k 166.50
iShares Russell Midcap Index Fund (IWR) 2.0 $5.0M 116k 43.17
iShares MSCI Emerging Markets Indx (EEM) 1.9 $4.9M 142k 34.13
MasterCard Incorporated (MA) 1.8 $4.6M 19k 241.58
JPMorgan Chase & Co. (JPM) 1.7 $4.2M 47k 90.02
Air Products & Chemicals (APD) 1.6 $4.1M 20k 199.60
Anthem (ELV) 1.6 $4.1M 18k 227.04
Alphabet Inc Class A cs (GOOGL) 1.5 $3.9M 3.3k 1162.06
Walt Disney Company (DIS) 1.5 $3.8M 40k 96.60
Pepsi (PEP) 1.5 $3.7M 31k 120.12
Amgen (AMGN) 1.3 $3.3M 16k 202.73
Vanguard Short Term Corporate Bond ETF (VCSH) 1.3 $3.2M 40k 79.09
iShares S&P 500 Index (IVV) 1.3 $3.1M 12k 258.39
Truist Financial Corp equities (TFC) 1.2 $3.1M 101k 30.84
Accenture (ACN) 1.2 $3.0M 19k 163.25
iShares MSCI EAFE Index Fund (EFA) 1.2 $3.0M 56k 53.47
iShares S&P MidCap 400 Value Index (IJJ) 1.0 $2.6M 23k 109.75
Allegion Plc equity (ALLE) 1.0 $2.6M 28k 92.02
PNC Financial Services (PNC) 1.0 $2.4M 25k 95.72
Bank of America Corporation (BAC) 0.9 $2.4M 112k 21.23
iShares S&P MidCap 400 Index (IJH) 0.9 $2.3M 16k 143.84
Chevron Corporation (CVX) 0.9 $2.3M 32k 72.46
Oracle Corporation (ORCL) 0.9 $2.3M 47k 48.32
Danaher Corporation (DHR) 0.9 $2.2M 16k 138.42
Te Connectivity Ltd for (TEL) 0.9 $2.2M 35k 62.98
Unilever (UL) 0.8 $2.1M 42k 50.57
AmerisourceBergen (COR) 0.8 $2.1M 24k 88.50
Arrow Electronics (ARW) 0.8 $2.1M 40k 51.88
Lowe's Companies (LOW) 0.8 $2.0M 23k 86.04
Alphabet Inc Class C cs (GOOG) 0.8 $1.9M 1.7k 1162.83
Invesco Qqq Trust Series 1 (QQQ) 0.8 $1.9M 10k 190.38
Sch Us Mid-cap Etf etf (SCHM) 0.8 $1.9M 45k 42.16
Dominion Resources (D) 0.8 $1.9M 26k 72.19
Linde 0.8 $1.9M 11k 172.97
Home Depot (HD) 0.7 $1.9M 10k 186.69
Huntsman Corporation (HUN) 0.7 $1.8M 128k 14.43
Carlisle Companies (CSL) 0.7 $1.8M 14k 125.26
Vanguard Extended Market ETF (VXF) 0.7 $1.8M 20k 90.53
Eaton (ETN) 0.7 $1.8M 23k 77.68
Trane Technologies (TT) 0.7 $1.8M 22k 82.59
Johnson & Johnson (JNJ) 0.7 $1.7M 13k 131.16
At&t (T) 0.7 $1.7M 57k 29.16
Abbott Laboratories (ABT) 0.7 $1.7M 21k 78.92
U.S. Bancorp (USB) 0.7 $1.6M 48k 34.45
Facebook Inc cl a (META) 0.7 $1.6M 9.8k 166.77
Thermo Fisher Scientific (TMO) 0.6 $1.6M 5.7k 283.51
Verizon Communications (VZ) 0.6 $1.6M 29k 53.72
Chubb (CB) 0.6 $1.6M 14k 111.67
Constellation Brands (STZ) 0.6 $1.5M 11k 143.39
American Electric Power Company (AEP) 0.6 $1.5M 19k 79.98
Zimmer Holdings (ZBH) 0.6 $1.5M 15k 101.07
CVS Caremark Corporation (CVS) 0.6 $1.4M 24k 59.34
Pulte (PHM) 0.6 $1.4M 64k 22.31
Rbc Cad (RY) 0.6 $1.4M 23k 61.56
Kearny Finl Corp Md (KRNY) 0.5 $1.3M 157k 8.59
Honeywell International (HON) 0.5 $1.2M 9.0k 133.74
Fifth Third Ban (FITB) 0.5 $1.2M 80k 14.85
S&p Global (SPGI) 0.5 $1.2M 4.8k 245.06
Toyota Motor Corporation (TM) 0.4 $1.1M 9.2k 119.98
Pimco Etf Tr 0-5 high yield (HYS) 0.4 $1.1M 13k 85.74
PPL Corporation (PPL) 0.4 $1.1M 44k 24.69
Phillips 66 (PSX) 0.4 $1.1M 20k 53.62
ConocoPhillips (COP) 0.4 $1.0M 33k 30.80
Capital One Financial (COF) 0.4 $957k 19k 50.43
D.R. Horton (DHI) 0.4 $946k 28k 33.99
iShares Dow Jones Select Dividend (DVY) 0.4 $945k 13k 73.51
Intel Corporation (INTC) 0.4 $935k 17k 54.13
T. Rowe Price (TROW) 0.4 $932k 9.5k 97.68
Nike (NKE) 0.4 $926k 11k 82.76
Abbvie (ABBV) 0.4 $911k 12k 76.19
Automatic Data Processing (ADP) 0.4 $882k 6.5k 136.62
Procter & Gamble Company (PG) 0.3 $863k 7.8k 110.02
United Technologies Corporation 0.3 $855k 9.1k 94.32
Brandywine Realty Trust (BDN) 0.3 $853k 81k 10.53
Norfolk Southern (NSC) 0.3 $847k 5.8k 145.96
Spdr S&p 500 Etf (SPY) 0.3 $829k 3.2k 257.85
Colgate-Palmolive Company (CL) 0.3 $825k 12k 66.37
Parker-Hannifin Corporation (PH) 0.3 $797k 6.1k 129.80
Nextera Energy (NEE) 0.3 $791k 3.3k 240.50
Illinois Tool Works (ITW) 0.3 $773k 5.4k 142.10
iShares Lehman Aggregate Bond (AGG) 0.3 $753k 6.5k 115.37
Berkshire Hathaway (BRK.B) 0.3 $726k 4.0k 182.78
Prologis (PLD) 0.3 $722k 9.0k 80.42
iShares S&P SmallCap 600 Index (IJR) 0.3 $694k 12k 56.15
Masco Corporation (MAS) 0.3 $673k 20k 34.56
Raytheon Company 0.3 $658k 5.0k 131.21
NVIDIA Corporation (NVDA) 0.3 $637k 2.4k 263.55
Vanguard S&p 500 Etf idx (VOO) 0.3 $633k 2.7k 236.64
Caterpillar (CAT) 0.2 $586k 5.0k 116.06
Target Corporation (TGT) 0.2 $564k 6.1k 92.93
Deere & Company (DE) 0.2 $554k 4.0k 138.19
Ingersoll Rand (IR) 0.2 $553k 22k 24.80
Pfizer (PFE) 0.2 $525k 16k 32.62
Kimberly-Clark Corporation (KMB) 0.2 $525k 4.1k 127.99
Exxon Mobil Corporation (XOM) 0.2 $519k 14k 38.01
Vanguard Small-Cap Growth ETF (VBK) 0.2 $518k 3.4k 150.32
Technology SPDR (XLK) 0.2 $514k 6.4k 80.44
Vanguard Information Technology ETF (VGT) 0.2 $501k 2.4k 211.66
PPG Industries (PPG) 0.2 $491k 5.9k 83.55
M&T Bank Corporation (MTB) 0.2 $489k 4.7k 103.38
Schwab Strategic Tr us aggregate b (SCHZ) 0.2 $485k 8.9k 54.23
Global X Fds rbtcs artfl in (BOTZ) 0.2 $482k 27k 18.12
UnitedHealth (UNH) 0.2 $463k 1.9k 249.33
Energy Select Sector SPDR (XLE) 0.2 $430k 15k 29.07
International Business Machines (IBM) 0.2 $421k 3.8k 111.02
Boeing Company (BA) 0.2 $418k 2.8k 149.23
Merck & Co (MRK) 0.2 $402k 5.2k 76.95
Coca-Cola Company (KO) 0.2 $402k 9.1k 44.29
Vanguard Emerging Markets ETF (VWO) 0.2 $401k 12k 33.56
3M Company (MMM) 0.2 $386k 2.8k 136.49
Ishares Inc core msci emkt (IEMG) 0.2 $383k 9.5k 40.50
Bristol Myers Squibb (BMY) 0.2 $382k 6.9k 55.73
Vanguard Europe Pacific ETF (VEA) 0.1 $371k 11k 33.31
Consumer Discretionary SPDR (XLY) 0.1 $354k 3.6k 98.14
Duke Energy (DUK) 0.1 $342k 4.2k 80.79
Cummins (CMI) 0.1 $339k 2.5k 135.44
Moog (MOG.A) 0.1 $338k 6.7k 50.55
Netflix (NFLX) 0.1 $328k 874.00 375.29
Financial Select Sector SPDR (XLF) 0.1 $324k 16k 20.85
Schwab Strategic Tr us dividend eq (SCHD) 0.1 $315k 7.0k 44.95
FedEx Corporation (FDX) 0.1 $311k 2.6k 121.39
Quest Diagnostics Incorporated (DGX) 0.1 $310k 3.9k 80.33
Vanguard Health Care ETF (VHT) 0.1 $303k 1.8k 166.03
Lockheed Martin Corporation (LMT) 0.1 $302k 891.00 338.94
Schwab U S Broad Market ETF (SCHB) 0.1 $296k 4.9k 60.47
SPDR S&P Dividend (SDY) 0.1 $290k 3.6k 79.80
Vanguard High Dividend Yield ETF (VYM) 0.1 $279k 4.0k 70.63
Schwab Strategic Tr us lrg cap etf (SCHX) 0.1 $269k 4.4k 61.16
Cisco Systems (CSCO) 0.1 $269k 6.8k 39.35
iShares S&P MidCap 400 Growth (IJK) 0.1 $264k 1.5k 178.14
SPDR S&P MidCap 400 ETF (MDY) 0.1 $256k 974.00 262.83
Nucor Corporation (NUE) 0.1 $256k 7.1k 35.99
Becton, Dickinson and (BDX) 0.1 $254k 1.1k 229.45
Travelers Companies (TRV) 0.1 $247k 2.5k 99.28
Schwab International Equity ETF (SCHF) 0.1 $246k 9.5k 25.88
Wells Fargo & Company (WFC) 0.1 $231k 8.1k 28.69
Comcast Corporation (CMCSA) 0.1 $223k 6.5k 34.37
Tor Dom Bk Cad (TD) 0.1 $218k 5.2k 42.31
Laboratory Corp. of America Holdings (LH) 0.1 $217k 1.7k 126.16
Industrial SPDR (XLI) 0.1 $212k 3.6k 58.95
American Tower Reit (AMT) 0.1 $212k 972.00 218.11
Starbucks Corporation (SBUX) 0.1 $207k 3.2k 65.59
Dollar General (DG) 0.1 $206k 1.4k 150.92
Vanguard Small-Cap ETF (VB) 0.1 $201k 1.7k 115.19
Mylan Nv 0.1 $157k 11k 14.88
Hersha Hospitality Tr Pr Shs Ben Int 0.1 $156k 44k 3.57
Hewlett Packard Enterprise (HPE) 0.1 $154k 16k 9.68
Welbilt 0.1 $143k 28k 5.13
Ford Motor Company (F) 0.0 $90k 19k 4.81
Marathon Oil Corporation (MRO) 0.0 $37k 11k 3.26