River Wealth Advisors

River Wealth Advisors as of Sept. 30, 2022

Portfolio Holdings for River Wealth Advisors

River Wealth Advisors holds 197 positions in its portfolio as reported in the September 2022 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Apple (AAPL) 5.6 $26M 188k 138.20
Ishares Tr Russell 2000 Etf (IWM) 4.9 $23M 137k 164.92
Ishares Tr Core S&p500 Etf (IVV) 3.7 $17M 48k 358.65
Microsoft Corporation (MSFT) 3.4 $16M 68k 232.90
Ishares Tr Rus Mid Cap Etf (IWR) 3.3 $16M 250k 62.15
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 3.2 $15M 334k 44.36
Ishares Tr 0-5yr Invt Gr Cp (SLQD) 2.8 $13M 278k 47.40
Spdr Ser Tr Bbg Conv Sec Etf (CWB) 2.6 $12M 194k 63.30
Alphabet Cap Stk Cl A (GOOGL) 1.9 $8.7M 91k 95.65
Visa Com Cl A (V) 1.9 $8.7M 49k 177.65
Accenture Plc Ireland Shs Class A (ACN) 1.8 $8.3M 32k 257.30
Amazon (AMZN) 1.8 $8.2M 73k 113.00
Anthem (ELV) 1.7 $8.0M 18k 454.24
Pepsi (PEP) 1.4 $6.5M 40k 163.27
Ishares Core Msci Emkt (IEMG) 1.4 $6.3M 147k 42.98
Stryker Corporation (SYK) 1.3 $5.9M 29k 202.54
Carlisle Companies (CSL) 1.3 $5.9M 21k 280.43
JPMorgan Chase & Co. (JPM) 1.2 $5.7M 54k 104.51
Air Products & Chemicals (APD) 1.2 $5.4M 23k 232.75
Lowe's Companies (LOW) 1.1 $5.3M 28k 187.80
Walt Disney Company (DIS) 1.1 $5.3M 56k 94.32
Vanguard Index Fds Sml Cp Grw Etf (VBK) 1.1 $5.3M 27k 195.11
Mastercard Incorporated Cl A (MA) 1.0 $4.8M 17k 284.34
Bank of America Corporation (BAC) 1.0 $4.6M 153k 30.20
Thermo Fisher Scientific (TMO) 1.0 $4.5M 8.8k 507.22
Chevron Corporation (CVX) 0.9 $4.3M 30k 143.68
Amgen (AMGN) 0.9 $4.2M 19k 225.42
Eaton Corp SHS (ETN) 0.9 $4.0M 30k 133.37
Te Connectivity SHS (TEL) 0.8 $3.9M 36k 110.37
CVS Caremark Corporation (CVS) 0.8 $3.9M 41k 95.36
ConocoPhillips (COP) 0.8 $3.7M 36k 102.33
PNC Financial Services (PNC) 0.8 $3.6M 24k 149.42
Constellation Brands Cl A (STZ) 0.8 $3.6M 16k 229.67
Trane Technologies SHS (TT) 0.8 $3.5M 25k 144.79
Vanguard Index Fds Extend Mkt Etf (VXF) 0.7 $3.4M 27k 127.12
Qualcomm (QCOM) 0.7 $3.4M 30k 112.98
D.R. Horton (DHI) 0.7 $3.3M 49k 67.36
Ishares Tr Core S&p Mcp Etf (IJH) 0.7 $3.3M 15k 219.24
Prologis (PLD) 0.7 $3.3M 32k 101.61
AmerisourceBergen (COR) 0.7 $3.2M 24k 135.35
Ishares Tr S&p Mc 400vl Etf (IJJ) 0.7 $3.2M 36k 90.01
Johnson & Johnson (JNJ) 0.7 $3.2M 20k 163.37
Danaher Corporation (DHR) 0.7 $3.2M 13k 258.31
UnitedHealth (UNH) 0.7 $3.2M 6.4k 505.00
Fifth Third Ban (FITB) 0.7 $3.2M 99k 31.96
Alphabet Cap Stk Cl C (GOOG) 0.7 $3.1M 33k 96.14
Abbvie (ABBV) 0.6 $2.9M 22k 134.22
Arrow Electronics (ARW) 0.6 $2.9M 31k 92.18
Ishares Tr Msci Emg Mkt Etf (EEM) 0.6 $2.9M 82k 34.88
Linde SHS 0.6 $2.8M 10k 269.61
Home Depot (HD) 0.6 $2.8M 10k 275.91
Huntsman Corporation (HUN) 0.6 $2.6M 108k 24.54
Truist Financial Corp equities (TFC) 0.6 $2.6M 60k 43.54
Us Bancorp Del Com New (USB) 0.6 $2.6M 64k 40.32
Chubb (CB) 0.6 $2.6M 14k 181.86
Marsh & McLennan Companies (MMC) 0.5 $2.5M 17k 149.31
Ishares Tr Msci Eafe Etf (EFA) 0.5 $2.5M 45k 56.00
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.5 $2.4M 9.0k 267.30
Capital One Financial (COF) 0.5 $2.3M 26k 92.16
Oracle Corporation (ORCL) 0.5 $2.3M 39k 61.08
TJX Companies (TJX) 0.5 $2.3M 36k 62.13
American Electric Power Company (AEP) 0.5 $2.2M 26k 86.47
Phillips 66 (PSX) 0.5 $2.2M 27k 80.70
Schwab Strategic Tr Us Mid-cap Etf (SCHM) 0.5 $2.2M 36k 60.54
Honeywell International (HON) 0.5 $2.1M 13k 166.94
Raytheon Technologies Corp (RTX) 0.4 $2.0M 24k 81.88
Comcast Corp Cl A (CMCSA) 0.4 $2.0M 67k 29.33
Pulte (PHM) 0.4 $1.8M 49k 37.49
Rbc Cad (RY) 0.4 $1.8M 20k 90.05
PPL Corporation (PPL) 0.4 $1.8M 72k 25.35
Kearny Finl Corp Md (KRNY) 0.4 $1.8M 167k 10.62
Nike CL B (NKE) 0.4 $1.7M 21k 83.11
Ishares Tr Core S&p Scp Etf (IJR) 0.4 $1.7M 20k 87.19
Procter & Gamble Company (PG) 0.4 $1.7M 13k 126.22
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.4 $1.7M 6.2k 267.01
Allegion Ord Shs (ALLE) 0.4 $1.7M 19k 89.66
Unilever Spon Adr New (UL) 0.4 $1.6M 38k 43.85
Merck & Co (MRK) 0.4 $1.6M 19k 86.13
Verizon Communications (VZ) 0.3 $1.6M 42k 37.96
Zimmer Holdings (ZBH) 0.3 $1.5M 14k 104.52
Colgate-Palmolive Company (CL) 0.3 $1.4M 21k 70.27
Costco Wholesale Corporation (COST) 0.3 $1.4M 3.0k 472.43
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.3 $1.4M 4.2k 328.34
Parker-Hannifin Corporation (PH) 0.3 $1.4M 5.6k 242.37
Ishares Tr Select Divid Etf (DVY) 0.3 $1.4M 13k 107.21
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.3 $1.3M 3.5k 357.24
Dominion Resources (D) 0.3 $1.2M 18k 69.09
Lam Research Corporation (LRCX) 0.3 $1.2M 3.4k 366.13
Deere & Company (DE) 0.3 $1.2M 3.7k 333.88
Ishares Tr S&p Mc 400gr Etf (IJK) 0.3 $1.2M 19k 63.04
Ishares Tr Rus 1000 Etf (IWB) 0.3 $1.2M 6.1k 197.39
Automatic Data Processing (ADP) 0.3 $1.2M 5.3k 226.20
Waste Management (WM) 0.2 $1.2M 7.2k 160.26
Meta Platforms Cl A (META) 0.2 $1.1M 8.5k 135.64
S&p Global (SPGI) 0.2 $1.1M 3.7k 305.33
Nextera Energy (NEE) 0.2 $1.1M 14k 78.39
Pfizer (PFE) 0.2 $1.1M 25k 43.75
Masco Corporation (MAS) 0.2 $1.1M 24k 46.69
McDonald's Corporation (MCD) 0.2 $1.1M 4.7k 230.82
American Tower Reit (AMT) 0.2 $1.1M 5.1k 214.72
Caterpillar (CAT) 0.2 $1.1M 6.5k 164.08
NVIDIA Corporation (NVDA) 0.2 $1.1M 8.8k 121.39
Toyota Motor Corp Ads (TM) 0.2 $1.0M 8.0k 130.34
Lockheed Martin Corporation (LMT) 0.2 $1.0M 2.7k 386.52
Norfolk Southern (NSC) 0.2 $1.0M 4.9k 209.63
Select Sector Spdr Tr Energy (XLE) 0.2 $994k 14k 72.01
Tesla Motors (TSLA) 0.2 $977k 3.7k 265.20
Select Sector Spdr Tr Rl Est Sel Sec (XLRE) 0.2 $961k 27k 36.00
Union Pacific Corporation (UNP) 0.2 $960k 4.9k 194.73
Cisco Systems (CSCO) 0.2 $945k 24k 39.98
Exxon Mobil Corporation (XOM) 0.2 $937k 11k 87.27
Summit Matls Cl A (SUM) 0.2 $888k 37k 23.97
Digital Realty Trust (DLR) 0.2 $851k 8.6k 99.22
BlackRock (BLK) 0.2 $833k 1.5k 550.56
Select Sector Spdr Tr Technology (XLK) 0.2 $790k 6.7k 118.76
Ishares Tr Eafe Sml Cp Etf (SCZ) 0.2 $772k 16k 48.76
T. Rowe Price (TROW) 0.2 $768k 7.3k 104.99
Illinois Tool Works (ITW) 0.2 $763k 4.2k 180.63
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.2 $755k 21k 36.49
Target Corporation (TGT) 0.2 $707k 4.8k 148.47
Freeport-mcmoran CL B (FCX) 0.1 $694k 25k 27.34
Coca-Cola Company (KO) 0.1 $637k 11k 56.04
FedEx Corporation (FDX) 0.1 $632k 4.3k 148.36
Global X Fds Rbtcs Artfl Inte (BOTZ) 0.1 $621k 34k 18.07
M&T Bank Corporation (MTB) 0.1 $619k 3.5k 176.25
Citigroup Com New (C) 0.1 $619k 15k 41.69
Texas Instruments Incorporated (TXN) 0.1 $610k 3.9k 154.90
Kimberly-Clark Corporation (KMB) 0.1 $587k 5.2k 112.54
PPG Industries (PPG) 0.1 $567k 5.1k 110.76
Ingersoll Rand (IR) 0.1 $565k 13k 43.27
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) 0.1 $563k 1.4k 401.86
Discover Financial Services (DFS) 0.1 $557k 6.1k 90.85
Carrier Global Corporation (CARR) 0.1 $549k 15k 35.59
McKesson Corporation (MCK) 0.1 $545k 1.6k 339.78
C H Robinson Worldwide Com New (CHRW) 0.1 $534k 5.5k 96.23
Bristol Myers Squibb (BMY) 0.1 $522k 7.3k 71.04
Vanguard World Fds Inf Tech Etf (VGT) 0.1 $514k 1.7k 307.60
Spdr Ser Tr S&p Divid Etf (SDY) 0.1 $499k 4.5k 111.46
Vanguard Index Fds Small Cp Etf (VB) 0.1 $484k 2.8k 170.90
ResMed (RMD) 0.1 $478k 2.2k 218.17
Vanguard World Fds Health Car Etf (VHT) 0.1 $465k 2.1k 223.67
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.1 $459k 13k 36.37
Select Sector Spdr Tr Financial (XLF) 0.1 $433k 14k 30.38
Fidelity Covington Trust Msci Info Tech I (FTEC) 0.1 $414k 4.5k 91.01
Laboratory Corp Amer Hldgs Com New (LH) 0.1 $411k 2.0k 204.58
Select Sector Spdr Tr Sbi Cons Discr (XLY) 0.1 $411k 2.9k 142.36
Otis Worldwide Corp (OTIS) 0.1 $408k 6.4k 63.86
Toronto Dominion Bk Ont Com New (TD) 0.1 $407k 6.6k 61.38
World Fuel Services Corporation (WKC) 0.1 $404k 4.7k 86.57
Vanguard Whitehall Fds High Div Yld (VYM) 0.1 $399k 4.2k 94.95
Cummins (CMI) 0.1 $392k 1.9k 203.43
Quest Diagnostics Incorporated (DGX) 0.1 $385k 3.1k 122.57
General Dynamics Corporation (GD) 0.1 $378k 1.8k 212.00
Mccormick & Co Com Non Vtg (MKC) 0.1 $367k 5.2k 71.26
Wells Fargo & Company (WFC) 0.1 $364k 9.0k 40.23
Abbott Laboratories (ABT) 0.1 $361k 3.7k 96.81
Toll Brothers (TOL) 0.1 $347k 8.3k 41.94
Metropcs Communications (TMUS) 0.1 $346k 2.6k 134.32
Travelers Companies (TRV) 0.1 $330k 2.2k 153.06
Ishares Tr Core Us Aggbd Et (AGG) 0.1 $329k 3.4k 96.45
Vanguard Scottsdale Fds Int-term Corp (VCIT) 0.1 $329k 4.4k 75.60
Globe Life (GL) 0.1 $328k 3.3k 99.82
Intel Corporation (INTC) 0.1 $327k 13k 25.80
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 0.1 $321k 7.6k 42.32
Charles Schwab Corporation (SCHW) 0.1 $320k 4.4k 71.93
Goldman Sachs (GS) 0.1 $320k 1.1k 292.77
Starbucks Corporation (SBUX) 0.1 $319k 3.8k 84.24
Vanguard Index Fds Total Stk Mkt (VTI) 0.1 $315k 1.8k 179.59
Exelon Corporation (EXC) 0.1 $312k 8.3k 37.43
Nucor Corporation (NUE) 0.1 $309k 2.9k 107.14
Vanguard World Mega Cap Index (MGC) 0.1 $298k 2.4k 125.00
Duke Energy Corp Com New (DUK) 0.1 $293k 3.2k 92.96
Hershey Company (HSY) 0.1 $293k 1.3k 220.30
Arthur J. Gallagher & Co. (AJG) 0.1 $286k 1.7k 171.46
Vanguard Index Fds Growth Etf (VUG) 0.1 $283k 1.3k 213.75
Brown & Brown (BRO) 0.1 $282k 4.7k 60.55
Vanguard Index Fds Mid Cap Etf (VO) 0.1 $278k 1.5k 188.22
Genuine Parts Company (GPC) 0.1 $277k 1.9k 149.25
Schwab Strategic Tr Us Dividend Eq (SCHD) 0.1 $269k 4.1k 66.39
Moog Cl A (MOG.A) 0.1 $264k 3.8k 70.38
Fidelity Covington Trust Msci Hlth Care I (FHLC) 0.1 $262k 4.5k 57.61
Novartis Sponsored Adr (NVS) 0.1 $243k 3.2k 76.10
Wal-Mart Stores (WMT) 0.1 $241k 1.9k 129.57
Becton, Dickinson and (BDX) 0.1 $238k 1.1k 223.26
Synopsys (SNPS) 0.1 $237k 775.00 305.81
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 0.0 $231k 6.1k 37.83
Cohen & Steers Quality Income Realty (RQI) 0.0 $221k 20k 11.27
Broadridge Financial Solutions (BR) 0.0 $218k 1.5k 144.47
Fidelity Covington Trust Msci Finls Idx (FNCL) 0.0 $216k 5.0k 43.17
FactSet Research Systems (FDS) 0.0 $211k 528.00 399.62
Aon Shs Cl A (AON) 0.0 $207k 774.00 267.44
Invesco Exch Traded Fd Tr Ii Kbw Regl Bkg (KBWR) 0.0 $201k 3.6k 55.28
Fidelity Covington Trust Msci Consm Dis (FDIS) 0.0 $200k 3.3k 60.73
Kinder Morgan (KMI) 0.0 $181k 11k 16.66
Ford Motor Company (F) 0.0 $169k 15k 11.21
Ares Capital Corp Note 4.625% 3/0 0.0 $123k 120k 1.02
Geron Corporation (GERN) 0.0 $23k 10k 2.30