River Wealth Advisors

River Wealth Advisors as of Sept. 30, 2020

Portfolio Holdings for River Wealth Advisors

River Wealth Advisors holds 199 positions in its portfolio as reported in the September 2020 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Apple (AAPL) 5.4 $21M 179k 115.81
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 3.8 $15M 288k 50.45
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 3.3 $13M 145k 88.22
Microsoft Corporation (MSFT) 3.2 $12M 58k 210.33
Ishares Tr Russell 2000 Etf (IWM) 2.8 $11M 72k 149.78
Spdr Ser Tr BLMBRG BRC CNVRT (CWB) 2.8 $11M 154k 68.89
Amazon (AMZN) 2.6 $10M 3.2k 3148.81
Ishares Tr Core S&p500 Etf (IVV) 2.3 $8.8M 26k 336.08
Ishares Tr Rus Mid Cap Etf (IWR) 2.3 $8.7M 152k 57.38
Visa Com Cl A (V) 2.2 $8.4M 42k 199.98
Ishares Tr Msci Emg Mkt Etf (EEM) 2.0 $7.5M 171k 44.09
Mastercard Incorporated Cl A (MA) 1.7 $6.5M 19k 338.17
Stryker Corporation (SYK) 1.7 $6.5M 31k 208.36
Air Products & Chemicals (APD) 1.6 $6.1M 21k 297.87
Alphabet Cap Stk Cl A (GOOGL) 1.4 $5.5M 3.8k 1465.54
Disney Walt Com Disney (DIS) 1.4 $5.3M 42k 124.09
Accenture Plc Ireland Shs Class A (ACN) 1.3 $5.0M 22k 226.00
JPMorgan Chase & Co. (JPM) 1.3 $4.9M 51k 96.28
Anthem (ELV) 1.3 $4.8M 18k 268.61
Pepsi (PEP) 1.2 $4.7M 34k 138.60
Ishares Tr 0-5yr Invt Gr Cp (SLQD) 1.2 $4.7M 90k 52.12
Vanguard Index Fds Sml Cp Grw Etf (VBK) 1.2 $4.4M 21k 214.93
Amgen (AMGN) 1.1 $4.4M 17k 254.15
Lowe's Companies (LOW) 1.0 $4.0M 24k 165.86
Te Connectivity Reg Shs (TEL) 0.9 $3.6M 37k 97.74
Ishares Tr Msci Eafe Etf (EFA) 0.9 $3.6M 56k 63.65
Danaher Corporation (DHR) 0.9 $3.4M 16k 215.33
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 0.9 $3.3M 40k 82.86
Ishares Tr Core S&p Mcp Etf (IJH) 0.8 $3.2M 17k 185.30
Trane Technologies SHS (TT) 0.8 $3.2M 26k 121.26
Arrow Electronics (ARW) 0.8 $3.1M 39k 78.67
Vanguard Index Fds Extend Mkt Etf (VXF) 0.8 $3.0M 23k 129.73
Bank of America Corporation (BAC) 0.8 $3.0M 125k 24.09
Truist Financial Corp equities (TFC) 0.8 $3.0M 79k 38.05
Huntsman Corporation (HUN) 0.8 $2.9M 131k 22.21
Home Depot (HD) 0.7 $2.9M 10k 277.73
Prologis (PLD) 0.7 $2.9M 28k 100.63
Ishares Tr S&p Mc 400vl Etf (IJJ) 0.7 $2.8M 21k 134.85
Thermo Fisher Scientific (TMO) 0.7 $2.8M 6.4k 441.57
Allegion Ord Shs (ALLE) 0.7 $2.8M 28k 98.92
PNC Financial Services (PNC) 0.7 $2.8M 25k 109.90
Facebook Cl A (META) 0.7 $2.8M 11k 261.86
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.7 $2.8M 9.9k 277.83
Pulte (PHM) 0.7 $2.8M 60k 46.29
Verizon Communications (VZ) 0.7 $2.8M 46k 59.49
Oracle Corporation (ORCL) 0.7 $2.7M 46k 59.69
Alphabet Cap Stk Cl C (GOOG) 0.7 $2.7M 1.8k 1469.49
Linde SHS 0.7 $2.6M 11k 238.17
Eaton Corp SHS (ETN) 0.7 $2.5M 25k 102.04
Unilever Spon Adr New (UL) 0.7 $2.5M 40k 61.67
Schwab Strategic Tr Us Mid-cap Etf (SCHM) 0.6 $2.4M 43k 55.47
Johnson & Johnson (JNJ) 0.6 $2.4M 16k 148.87
D.R. Horton (DHI) 0.6 $2.3M 30k 75.62
Chevron Corporation (CVX) 0.6 $2.2M 31k 72.01
Constellation Brands Cl A (STZ) 0.6 $2.2M 12k 189.49
AmerisourceBergen (COR) 0.6 $2.1M 22k 96.93
Zimmer Holdings (ZBH) 0.6 $2.1M 16k 136.11
Carlisle Companies (CSL) 0.5 $2.1M 17k 122.40
Us Bancorp Del Com New (USB) 0.5 $2.1M 58k 35.86
Honeywell International (HON) 0.5 $1.9M 11k 164.63
Dominion Resources (D) 0.5 $1.9M 24k 78.95
Nike CL B (NKE) 0.5 $1.8M 14k 125.56
American Electric Power Company (AEP) 0.5 $1.8M 22k 81.71
S&p Global (SPGI) 0.5 $1.7M 4.8k 360.57
Fifth Third Ban (FITB) 0.5 $1.7M 81k 21.33
Chubb (CB) 0.4 $1.7M 14k 116.12
At&t (T) 0.4 $1.7M 58k 28.51
Rbc Cad (RY) 0.4 $1.6M 23k 70.13
CVS Caremark Corporation (CVS) 0.4 $1.5M 26k 58.40
Capital One Financial (COF) 0.4 $1.5M 21k 71.84
PPL Corporation (PPL) 0.4 $1.4M 53k 27.21
Ishares Tr S&p Mc 400gr Etf (IJK) 0.4 $1.4M 5.9k 239.25
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.4 $1.4M 4.2k 335.02
Ishares Core Msci Emkt (IEMG) 0.4 $1.3M 26k 52.78
Colgate-Palmolive Company (CL) 0.3 $1.3M 17k 77.18
Intel Corporation (INTC) 0.3 $1.3M 26k 51.77
Raytheon Technologies Corp (RTX) 0.3 $1.3M 23k 57.52
UnitedHealth (UNH) 0.3 $1.3M 4.2k 311.74
Ishares Tr Select Divid Etf (DVY) 0.3 $1.3M 16k 81.56
Ishares Tr Eafe Sml Cp Etf (SCZ) 0.3 $1.3M 22k 59.01
Norfolk Southern (NSC) 0.3 $1.3M 5.9k 213.91
Parker-Hannifin Corporation (PH) 0.3 $1.3M 6.2k 202.29
Abbvie (ABBV) 0.3 $1.2M 14k 87.60
NVIDIA Corporation (NVDA) 0.3 $1.2M 2.3k 541.04
T. Rowe Price (TROW) 0.3 $1.2M 9.5k 128.22
Kearny Finl Corp Md (KRNY) 0.3 $1.2M 167k 7.21
Procter & Gamble Company (PG) 0.3 $1.2M 8.4k 139.00
Ishares Tr Rus 1000 Etf (IWB) 0.3 $1.2M 6.2k 187.23
Phillips 66 (PSX) 0.3 $1.1M 22k 51.86
Toyota Motor Corp Sp Adr Rep2com (TM) 0.3 $1.1M 8.4k 132.46
ConocoPhillips (COP) 0.3 $1.1M 33k 32.85
Vanguard Tax-managed Intl Ftse Dev Mkt Etf (VEA) 0.3 $1.0M 25k 40.91
Illinois Tool Works (ITW) 0.3 $992k 5.1k 193.15
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.2 $944k 3.1k 307.69
Masco Corporation (MAS) 0.2 $931k 17k 55.12
Ishares Tr Core S&p Scp Etf (IJR) 0.2 $919k 13k 70.25
Automatic Data Processing (ADP) 0.2 $879k 6.3k 139.46
Target Corporation (TGT) 0.2 $875k 5.6k 157.37
Deere & Company (DE) 0.2 $865k 3.9k 221.74
Marsh & McLennan Companies (MMC) 0.2 $860k 7.5k 114.68
Nextera Energy (NEE) 0.2 $852k 3.1k 277.43
McDonald's Corporation (MCD) 0.2 $818k 3.7k 219.54
Global X Fds Rbtcs Artfl Inte (BOTZ) 0.2 $806k 29k 27.88
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.2 $800k 3.8k 212.94
Caterpillar (CAT) 0.2 $752k 5.0k 149.15
Varian Medical Systems 0.2 $738k 4.3k 172.07
Ishares Tr National Mun Etf (MUB) 0.2 $736k 6.3k 116.00
Cisco Systems (CSCO) 0.2 $732k 19k 39.39
Vanguard World Fds Inf Tech Etf (VGT) 0.2 $728k 2.3k 311.38
Select Sector Spdr Tr Technology (XLK) 0.2 $722k 6.2k 116.72
Union Pacific Corporation (UNP) 0.2 $718k 3.6k 196.98
American Tower Reit (AMT) 0.2 $716k 3.0k 241.73
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.2 $712k 17k 43.25
TJX Companies (TJX) 0.2 $708k 13k 55.62
Ingersoll Rand (IR) 0.2 $700k 20k 35.59
PPG Industries (PPG) 0.2 $688k 5.6k 122.09
Kimberly-Clark Corporation (KMB) 0.2 $665k 4.5k 147.61
Pfizer (PFE) 0.2 $664k 18k 36.71
Ishares Tr Core Us Aggbd Et (AGG) 0.2 $655k 5.6k 118.00
Digital Realty Trust (DLR) 0.2 $650k 4.4k 146.69
Bristol Myers Squibb (BMY) 0.2 $620k 10k 60.33
FedEx Corporation (FDX) 0.2 $607k 2.4k 251.66
Citigroup Com New (C) 0.2 $580k 13k 43.14
Select Sector Spdr Tr Rl Est Sel Sec (XLRE) 0.2 $577k 16k 35.28
Merck & Co (MRK) 0.1 $572k 6.9k 82.95
Schwab Strategic Tr Us Aggregate B (SCHZ) 0.1 $558k 9.9k 56.13
Coca-Cola Company (KO) 0.1 $551k 11k 49.34
Lockheed Martin Corporation (LMT) 0.1 $523k 1.4k 383.15
Exxon Mobil Corporation (XOM) 0.1 $514k 15k 34.30
Select Sector Spdr Tr Sbi Cons Discr (XLY) 0.1 $514k 3.5k 147.07
Avery Dennison Corporation (AVY) 0.1 $514k 4.0k 127.92
Comcast Corp Cl A (CMCSA) 0.1 $505k 11k 46.23
3M Company (MMM) 0.1 $503k 3.1k 160.34
Boeing Company (BA) 0.1 $479k 2.9k 165.12
Vanguard Index Fds Small Cp Etf (VB) 0.1 $465k 3.0k 153.82
Cummins (CMI) 0.1 $450k 2.1k 211.37
Vanguard World Mega Cap Index (MGC) 0.1 $438k 3.7k 119.77
Quest Diagnostics Incorporated (DGX) 0.1 $437k 3.8k 114.43
Toll Brothers (TOL) 0.1 $437k 9.0k 48.66
C H Robinson Worldwide Com New (CHRW) 0.1 $430k 4.2k 102.16
Netflix (NFLX) 0.1 $428k 856.00 500.00
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 0.1 $418k 5.2k 80.71
Select Sector Spdr Tr Energy (XLE) 0.1 $412k 14k 29.96
Northrop Grumman Corporation (NOC) 0.1 $403k 1.3k 315.83
Laboratory Corp Amer Hldgs Com New (LH) 0.1 $397k 2.1k 188.15
International Business Machines (IBM) 0.1 $397k 3.3k 121.59
Waste Management (WM) 0.1 $393k 3.5k 113.26
V.F. Corporation (VFC) 0.1 $388k 5.5k 70.28
M&T Bank Corporation (MTB) 0.1 $384k 4.2k 91.98
Moog Cl A (MOG.A) 0.1 $374k 5.9k 63.56
Spdr Ser Tr S&p Divid Etf (SDY) 0.1 $373k 4.0k 92.51
Select Sector Spdr Tr Sbi Int-finl (XLF) 0.1 $363k 15k 24.05
Duke Energy Corp Com New (DUK) 0.1 $360k 4.1k 88.47
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 0.1 $357k 4.5k 79.60
Vanguard Whitehall Fds High Div Yld (VYM) 0.1 $354k 4.4k 80.95
Vanguard World Fds Health Car Etf (VHT) 0.1 $344k 1.7k 204.15
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) 0.1 $329k 970.00 339.18
CenturyLink 0.1 $327k 32k 10.11
Schwab Strategic Tr Us Dividend Eq (SCHD) 0.1 $326k 5.9k 55.37
Otis Worldwide Corp (OTIS) 0.1 $324k 5.2k 62.39
Lam Research Corporation (LRCX) 0.1 $310k 934.00 331.91
Discover Financial Services (DFS) 0.1 $306k 5.3k 57.73
Schwab Strategic Tr Intl Eqty Etf (SCHF) 0.1 $303k 9.7k 31.38
Mccormick & Co Com Non Vtg (MKC) 0.1 $301k 1.6k 193.82
Starbucks Corporation (SBUX) 0.1 $295k 3.4k 85.88
Fidelity Covington Trust Msci Info Tech I (FTEC) 0.1 $291k 3.2k 92.15
Carrier Global Corporation (CARR) 0.1 $290k 9.5k 30.53
Travelers Companies (TRV) 0.1 $284k 2.6k 108.23
Texas Instruments Incorporated (TXN) 0.1 $278k 1.9k 142.93
Select Sector Spdr Tr Sbi Int-inds (XLI) 0.1 $277k 3.6k 77.03
ResMed (RMD) 0.1 $273k 1.6k 171.70
Philip Morris International (PM) 0.1 $261k 3.5k 74.85
Dollar General (DG) 0.1 $257k 1.2k 209.97
Ishares Tr Core Msci Eafe (IEFA) 0.1 $256k 4.2k 60.36
Schwab Strategic Tr Emrg Mkteq Etf (SCHE) 0.1 $249k 9.3k 26.77
Invesco Exch Traded Fd Tr Ii Kbw Regl Bkg (KBWR) 0.1 $248k 7.7k 32.12
Becton, Dickinson and (BDX) 0.1 $247k 1.1k 233.02
World Fuel Services Corporation (WKC) 0.1 $247k 2.9k 83.96
Vanguard Scottsdale Fds Int-term Corp (VCIT) 0.1 $246k 2.6k 95.65
Medtronic SHS (MDT) 0.1 $246k 2.4k 104.06
Hersha Hospitality Tr Pr Shs Ben Int 0.1 $242k 44k 5.54
Nucor Corporation (NUE) 0.1 $242k 5.4k 44.81
Costco Wholesale Corporation (COST) 0.1 $239k 672.00 355.65
Qualcomm (QCOM) 0.1 $238k 2.0k 117.76
Ishares Tr Iboxx Inv Cp Etf (LQD) 0.1 $224k 1.7k 134.78
Vanguard Index Fds Mid Cap Etf (VO) 0.1 $223k 1.3k 176.28
Toronto Dominion Bk Ont Com New (TD) 0.1 $222k 4.8k 46.23
Wells Fargo & Company (WFC) 0.1 $217k 9.2k 23.49
Novartis Sponsored Adr (NVS) 0.1 $217k 2.5k 86.90
RPM International (RPM) 0.1 $211k 2.6k 82.75
Ishares Tr Shrt Nat Mun Etf (SUB) 0.1 $209k 1.9k 108.35
Chemocentryx 0.1 $208k 3.8k 54.74
Paypal Holdings (PYPL) 0.1 $206k 1.0k 197.32
Globe Life (GL) 0.1 $205k 2.6k 80.02
Unilever N V N Y Shs New 0.1 $204k 3.4k 60.27
Metropcs Communications (TMUS) 0.1 $203k 1.8k 114.56
Hewlett Packard Enterprise (HPE) 0.0 $118k 13k 9.34
Welbilt 0.0 $72k 12k 6.15
Marathon Oil Corporation (MRO) 0.0 $51k 12k 4.12