River Wealth Advisors

River Wealth Advisors as of June 30, 2022

Portfolio Holdings for River Wealth Advisors

River Wealth Advisors holds 212 positions in its portfolio as reported in the June 2022 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Apple (AAPL) 5.0 $27M 198k 136.72
Ishares Tr Russell 2000 Etf (IWM) 3.8 $21M 123k 169.36
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 3.6 $20M 396k 49.96
Ishares Tr Core S&p500 Etf (IVV) 3.3 $18M 47k 379.16
Microsoft Corporation (MSFT) 3.3 $18M 69k 256.83
Ishares Tr Rus Mid Cap Etf (IWR) 2.8 $15M 232k 64.66
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 2.7 $15M 197k 75.26
Spdr Ser Tr Bbg Conv Sec Etf (CWB) 2.3 $13M 195k 64.56
Ishares Tr 0-5yr Invt Gr Cp (SLQD) 2.3 $13M 258k 48.46
Vanguard Index Fds Sml Cp Grw Etf (VBK) 2.3 $12M 63k 197.04
Alphabet Cap Stk Cl A (GOOGL) 1.9 $10M 4.7k 2179.23
Visa Com Cl A (V) 1.8 $9.9M 51k 196.88
Anthem (ELV) 1.7 $9.2M 19k 482.57
Accenture Plc Ireland Shs Class A (ACN) 1.6 $8.9M 32k 277.65
Amazon (AMZN) 1.5 $8.1M 76k 106.21
Ishares Core Msci Emkt (IEMG) 1.4 $7.8M 160k 49.06
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 1.3 $7.0M 168k 41.65
Pepsi (PEP) 1.3 $7.0M 42k 166.65
JPMorgan Chase & Co. (JPM) 1.2 $6.6M 58k 112.61
Stryker Corporation (SYK) 1.2 $6.5M 33k 198.92
Air Products & Chemicals (APD) 1.1 $5.9M 25k 240.49
Mastercard Incorporated Cl A (MA) 1.1 $5.8M 18k 315.48
Walt Disney Company (DIS) 1.0 $5.3M 56k 94.40
Carlisle Companies (CSL) 1.0 $5.3M 22k 238.62
Thermo Fisher Scientific (TMO) 0.9 $5.1M 9.4k 543.31
Lowe's Companies (LOW) 0.9 $5.0M 29k 174.66
Bank of America Corporation (BAC) 0.9 $4.8M 155k 31.13
Amgen (AMGN) 0.9 $4.7M 19k 243.32
Chevron Corporation (CVX) 0.8 $4.6M 32k 144.78
Vanguard Index Fds Extend Mkt Etf (VXF) 0.8 $4.3M 33k 131.09
Te Connectivity SHS (TEL) 0.8 $4.3M 38k 113.16
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 0.8 $4.2M 55k 76.27
Eaton Corp SHS (ETN) 0.8 $4.1M 32k 125.98
Prologis (PLD) 0.7 $4.0M 34k 117.64
Constellation Brands Cl A (STZ) 0.7 $4.0M 17k 233.08
PNC Financial Services (PNC) 0.7 $4.0M 25k 157.79
Ishares Tr Msci Emg Mkt Etf (EEM) 0.7 $3.9M 96k 40.10
CVS Caremark Corporation (CVS) 0.7 $3.8M 41k 92.65
Alphabet Cap Stk Cl C (GOOG) 0.7 $3.8M 1.7k 2187.36
Abbvie (ABBV) 0.7 $3.8M 25k 153.14
Arrow Electronics (ARW) 0.7 $3.7M 33k 112.10
Ishares Tr Core S&p Mcp Etf (IJH) 0.7 $3.7M 16k 226.20
Johnson & Johnson (JNJ) 0.7 $3.6M 21k 177.53
Huntsman Corporation (HUN) 0.7 $3.6M 127k 28.35
Ishares Tr Msci Eafe Etf (EFA) 0.7 $3.6M 58k 62.50
Ishares Tr S&p Mc 400vl Etf (IJJ) 0.7 $3.6M 38k 94.41
Danaher Corporation (DHR) 0.7 $3.5M 14k 253.52
Trane Technologies SHS (TT) 0.6 $3.5M 27k 129.86
Qualcomm (QCOM) 0.6 $3.4M 27k 127.75
D.R. Horton (DHI) 0.6 $3.3M 50k 66.19
Fifth Third Ban (FITB) 0.6 $3.3M 99k 33.60
ConocoPhillips (COP) 0.6 $3.3M 37k 89.81
AmerisourceBergen (COR) 0.6 $3.2M 23k 141.46
Linde SHS 0.6 $3.1M 11k 287.51
Us Bancorp Del Com New (USB) 0.6 $3.1M 67k 46.02
UnitedHealth (UNH) 0.6 $3.1M 6.0k 513.72
Truist Financial Corp equities (TFC) 0.6 $3.0M 64k 47.43
Home Depot (HD) 0.5 $2.9M 11k 274.27
Oracle Corporation (ORCL) 0.5 $2.9M 41k 69.88
Chubb (CB) 0.5 $2.8M 14k 196.60
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.5 $2.8M 9.9k 280.32
Capital One Financial (COF) 0.5 $2.7M 26k 104.17
Marsh & McLennan Companies (MMC) 0.5 $2.7M 18k 155.24
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.5 $2.7M 7.8k 346.83
American Electric Power Company (AEP) 0.5 $2.5M 27k 95.93
Honeywell International (HON) 0.5 $2.5M 14k 173.82
Verizon Communications (VZ) 0.4 $2.4M 48k 50.76
Rbc Cad (RY) 0.4 $2.4M 24k 96.81
Schwab Strategic Tr Us Mid-cap Etf (SCHM) 0.4 $2.3M 37k 62.74
Raytheon Technologies Corp (RTX) 0.4 $2.3M 24k 96.12
Nike CL B (NKE) 0.4 $2.3M 22k 102.19
PPL Corporation (PPL) 0.4 $2.3M 84k 27.13
Comcast Corp Cl A (CMCSA) 0.4 $2.2M 57k 39.24
Phillips 66 (PSX) 0.4 $2.1M 26k 81.98
Pulte (PHM) 0.4 $2.1M 53k 39.63
Allegion Ord Shs (ALLE) 0.4 $2.0M 20k 97.90
Procter & Gamble Company (PG) 0.4 $2.0M 14k 143.79
Ishares Tr Core S&p Scp Etf (IJR) 0.3 $1.9M 20k 92.43
Kearny Finl Corp Md (KRNY) 0.3 $1.9M 167k 11.11
Unilever Spon Adr New (UL) 0.3 $1.8M 39k 45.83
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.3 $1.7M 6.4k 272.96
Zimmer Holdings (ZBH) 0.3 $1.7M 16k 105.07
TJX Companies (TJX) 0.3 $1.7M 30k 55.85
Ishares Tr Select Divid Etf (DVY) 0.3 $1.6M 14k 117.66
Dominion Resources (D) 0.3 $1.6M 20k 79.82
Meta Platforms Cl A (META) 0.3 $1.6M 9.7k 161.28
Colgate-Palmolive Company (CL) 0.3 $1.6M 20k 80.12
Parker-Hannifin Corporation (PH) 0.3 $1.5M 5.9k 246.00
NVIDIA Corporation (NVDA) 0.3 $1.5M 9.6k 151.63
Merck & Co (MRK) 0.3 $1.4M 15k 91.14
Ishares Tr Eafe Sml Cp Etf (SCZ) 0.2 $1.4M 25k 54.60
Toyota Motor Corp Ads (TM) 0.2 $1.4M 8.8k 154.16
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.2 $1.3M 3.6k 377.21
American Tower Reit (AMT) 0.2 $1.3M 5.2k 255.57
Pfizer (PFE) 0.2 $1.3M 25k 52.44
S&p Global (SPGI) 0.2 $1.3M 3.8k 337.00
Lockheed Martin Corporation (LMT) 0.2 $1.3M 3.0k 429.86
Ishares Tr Rus 1000 Etf (IWB) 0.2 $1.3M 6.1k 207.82
Costco Wholesale Corporation (COST) 0.2 $1.3M 2.6k 479.34
Vanguard Tax-managed Intl Van Ftse Dev Mkt (VEA) 0.2 $1.2M 29k 40.80
Caterpillar (CAT) 0.2 $1.2M 6.6k 178.82
Waste Management (WM) 0.2 $1.2M 7.7k 153.02
Norfolk Southern (NSC) 0.2 $1.2M 5.2k 227.35
Digital Realty Trust (DLR) 0.2 $1.2M 9.0k 129.79
Nextera Energy (NEE) 0.2 $1.1M 15k 77.43
Masco Corporation (MAS) 0.2 $1.1M 22k 50.61
Automatic Data Processing (ADP) 0.2 $1.1M 5.3k 210.02
McDonald's Corporation (MCD) 0.2 $1.1M 4.4k 246.96
Global X Fds Rbtcs Artfl Inte (BOTZ) 0.2 $1.1M 53k 20.33
Select Sector Spdr Tr Energy (XLE) 0.2 $1.1M 15k 71.51
Deere & Company (DE) 0.2 $1.0M 3.5k 299.43
Select Sector Spdr Tr Rl Est Sel Sec (XLRE) 0.2 $1.0M 25k 40.85
Cisco Systems (CSCO) 0.2 $1.0M 24k 42.63
Union Pacific Corporation (UNP) 0.2 $1.0M 4.8k 213.19
Lam Research Corporation (LRCX) 0.2 $1.0M 2.4k 426.35
Ishares Tr S&p Mc 400gr Etf (IJK) 0.2 $998k 16k 63.72
FedEx Corporation (FDX) 0.2 $991k 4.4k 226.77
Exxon Mobil Corporation (XOM) 0.2 $985k 12k 85.61
T. Rowe Price (TROW) 0.2 $977k 8.6k 113.62
Intel Corporation (INTC) 0.2 $945k 25k 37.43
Illinois Tool Works (ITW) 0.2 $920k 5.0k 182.32
Select Sector Spdr Tr Technology (XLK) 0.2 $845k 6.6k 127.16
Summit Matls Cl A (SUM) 0.2 $840k 36k 23.29
Vanguard World Fds Inf Tech Etf (VGT) 0.2 $828k 2.5k 326.50
BlackRock (BLK) 0.1 $744k 1.2k 609.34
Citigroup Com New (C) 0.1 $738k 16k 45.99
Kimberly-Clark Corporation (KMB) 0.1 $735k 5.4k 135.21
Target Corporation (TGT) 0.1 $717k 5.1k 141.34
Coca-Cola Company (KO) 0.1 $696k 11k 62.91
M&T Bank Corporation (MTB) 0.1 $625k 3.9k 159.40
C H Robinson Worldwide Com New (CHRW) 0.1 $603k 5.9k 101.36
Bristol Myers Squibb (BMY) 0.1 $603k 7.8k 77.06
Ingersoll Rand (IR) 0.1 $601k 14k 42.07
Vanguard Index Fds Small Cp Etf (VB) 0.1 $596k 3.4k 176.02
Quest Diagnostics Incorporated (DGX) 0.1 $593k 4.5k 132.99
PPG Industries (PPG) 0.1 $590k 5.2k 114.39
Discover Financial Services (DFS) 0.1 $580k 6.1k 94.60
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) 0.1 $579k 1.4k 413.28
Select Sector Spdr Tr Financial (XLF) 0.1 $565k 18k 31.43
Carrier Global Corporation (CARR) 0.1 $563k 16k 35.69
Freeport-mcmoran CL B (FCX) 0.1 $542k 19k 29.24
Spdr Ser Tr S&p Divid Etf (SDY) 0.1 $535k 4.5k 118.70
McKesson Corporation (MCK) 0.1 $530k 1.6k 325.95
At&t (T) 0.1 $521k 25k 20.97
Select Sector Spdr Tr Sbi Cons Discr (XLY) 0.1 $517k 3.8k 137.46
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 0.1 $515k 12k 44.67
Vanguard World Fds Health Car Etf (VHT) 0.1 $515k 2.2k 235.70
Laboratory Corp Amer Hldgs Com New (LH) 0.1 $502k 2.1k 234.25
Otis Worldwide Corp (OTIS) 0.1 $494k 7.0k 70.64
Mccormick & Co Com Non Vtg (MKC) 0.1 $478k 5.7k 83.28
ResMed (RMD) 0.1 $473k 2.3k 209.66
General Dynamics Corporation (GD) 0.1 $467k 2.1k 221.12
Toronto Dominion Bk Ont Com New (TD) 0.1 $464k 7.1k 65.55
3M Company (MMM) 0.1 $453k 3.5k 129.28
Vanguard Whitehall Fds High Div Yld (VYM) 0.1 $445k 4.4k 101.69
Hersha Hospitality Tr Pr Shs Ben Int 0.1 $436k 45k 9.81
Ishares Tr Core Us Aggbd Et (AGG) 0.1 $430k 4.2k 101.56
Toll Brothers (TOL) 0.1 $413k 9.3k 44.55
Fidelity Covington Trust Msci Info Tech I (FTEC) 0.1 $412k 4.3k 96.60
Cummins (CMI) 0.1 $411k 2.1k 193.32
Moog Cl A (MOG.A) 0.1 $411k 5.2k 79.44
Exelon Corporation (EXC) 0.1 $408k 9.0k 45.26
Abbott Laboratories (ABT) 0.1 $407k 3.7k 108.59
Boeing Company (BA) 0.1 $404k 3.0k 136.58
Goldman Sachs (GS) 0.1 $399k 1.3k 297.10
Texas Instruments Incorporated (TXN) 0.1 $399k 2.6k 153.70
Travelers Companies (TRV) 0.1 $398k 2.4k 169.00
Metropcs Communications (TMUS) 0.1 $371k 2.8k 134.37
Vanguard Scottsdale Fds Int-term Corp (VCIT) 0.1 $360k 4.5k 80.12
Vanguard World Mega Cap Index (MGC) 0.1 $353k 2.7k 131.96
Globe Life (GL) 0.1 $347k 3.6k 97.44
Wells Fargo & Company (WFC) 0.1 $346k 8.8k 39.15
World Fuel Services Corporation (WKC) 0.1 $346k 4.6k 75.71
Duke Energy Corp Com New (DUK) 0.1 $340k 3.2k 107.36
Wal-Mart Stores (WMT) 0.1 $331k 2.7k 121.69
Schwab Strategic Tr Us Dividend Eq (SCHD) 0.1 $328k 4.6k 71.52
Tesla Motors (TSLA) 0.1 $308k 457.00 673.96
Select Sector Spdr Tr Sbi Int-inds (XLI) 0.1 $306k 3.5k 87.30
Nucor Corporation (NUE) 0.1 $301k 2.9k 104.41
Schwab Strategic Tr Intl Eqty Etf (SCHF) 0.1 $300k 9.5k 31.47
Synopsys (SNPS) 0.1 $296k 975.00 303.59
V.F. Corporation (VFC) 0.1 $294k 6.6k 44.24
Brown & Brown (BRO) 0.1 $293k 5.0k 58.29
Vanguard Index Fds Mid Cap Etf (VO) 0.1 $286k 1.5k 197.24
Hershey Company (HSY) 0.1 $286k 1.3k 215.04
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 0.1 $283k 6.4k 44.27
Charles Schwab Corporation (SCHW) 0.1 $279k 4.4k 63.28
Cohen & Steers Quality Income Realty (RQI) 0.1 $277k 20k 13.57
Vanguard Index Fds Growth Etf (VUG) 0.1 $274k 1.2k 222.58
Starbucks Corporation (SBUX) 0.1 $274k 3.6k 76.47
Arthur J. Gallagher & Co. (AJG) 0.0 $270k 1.7k 162.95
Fidelity Covington Trust Msci Hlth Care I (FHLC) 0.0 $263k 4.3k 60.64
Becton, Dickinson and (BDX) 0.0 $261k 1.1k 246.46
Ishares Tr Core Msci Eafe (IEFA) 0.0 $258k 4.4k 58.78
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 0.0 $257k 6.6k 38.97
Genuine Parts Company (GPC) 0.0 $250k 1.9k 132.98
Ishares Tr National Mun Etf (MUB) 0.0 $247k 2.3k 106.33
Adobe Systems Incorporated (ADBE) 0.0 $239k 654.00 365.44
International Business Machines (IBM) 0.0 $231k 1.6k 141.20
Emerson Electric (EMR) 0.0 $228k 2.9k 79.55
Fidelity Covington Trust Msci Finls Idx (FNCL) 0.0 $226k 5.1k 44.72
Aon Shs Cl A (AON) 0.0 $226k 838.00 269.69
Morgan Stanley Com New (MS) 0.0 $224k 2.9k 76.19
FactSet Research Systems (FDS) 0.0 $218k 568.00 383.80
Broadridge Financial Solutions (BR) 0.0 $215k 1.5k 142.48
Public Service Enterprise (PEG) 0.0 $210k 3.3k 63.18
Novartis Sponsored Adr (NVS) 0.0 $207k 2.5k 84.39
Invesco Exch Traded Fd Tr Ii Kbw Regl Bkg (KBWR) 0.0 $205k 3.8k 53.50
Kinder Morgan (KMI) 0.0 $182k 11k 16.75
Ford Motor Company (F) 0.0 $174k 16k 11.10
Ares Capital Corp Note 4.625% 3/0 0.0 $165k 155k 1.06
Geron Corporation (GERN) 0.0 $16k 10k 1.60