River Wealth Advisors
Latest statistics and disclosures from River Wealth Advisors's latest quarterly 13F-HR filing:
- Top 5 stock holdings are IWM, AAPL, IWR, MSFT, IVV, and represent 25.43% of River Wealth Advisors's stock portfolio.
- Added to shares of these 10 stocks: CRM (+$8.2M), BLK (+$5.8M), LRCX, TTWO, TMUS, ACN, IWM, GOOGL, SCHM, IWR.
- Started 16 new stock positions in BSCW, DFAC, BSCX, BSCT, BSCS, BSCV, AVGO, PPL, BSCY, BSCP. LRCX, BSCU, FCOM, BLK, ONEQ, BSCR.
- Reduced shares in these 10 stocks: SLQD (-$8.1M), Lam Research Corporation (-$6.0M), , DIS, CMCSA, AMD, NVO, NVDA, LOW, QQQ.
- Sold out of its positions in AMT, BlackRock, CHRW, D, FDIS, BOTZ, HPQ, RSP, PZA, Bsco etf. AGG, IVE, LH, Lam Research Corporation, LXRX, SCHX, XLRE, VONG.
- River Wealth Advisors was a net buyer of stock by $13M.
- River Wealth Advisors has $754M in assets under management (AUM), dropping by 0.56%.
- Central Index Key (CIK): 0001642570
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Portfolio Holdings for River Wealth Advisors
River Wealth Advisors holds 206 positions in its portfolio as reported in the December 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Ishares Tr Russell 2000 Etf (IWM) | 6.9 | $52M | +4% | 235k | 220.96 |
|
| Apple (AAPL) | 5.9 | $44M | 176k | 250.42 |
|
|
| Ishares Tr Rus Mid Cap Etf (IWR) | 4.5 | $34M | +5% | 384k | 88.40 |
|
| Microsoft Corporation (MSFT) | 4.4 | $33M | +3% | 78k | 421.50 |
|
| Ishares Tr Core S&p500 Etf (IVV) | 3.8 | $29M | 49k | 588.68 |
|
|
| NVIDIA Corporation (NVDA) | 3.7 | $28M | -3% | 209k | 134.29 |
|
| Alphabet Cap Stk Cl A (GOOGL) | 2.6 | $20M | +10% | 103k | 189.30 |
|
| Accenture Plc Ireland Shs Class A (ACN) | 2.3 | $17M | +19% | 49k | 351.79 |
|
| Spdr Ser Tr Bbg Conv Sec Etf (CWB) | 2.3 | $17M | +2% | 222k | 77.89 |
|
| Amazon (AMZN) | 2.2 | $17M | 76k | 219.39 |
|
|
| Visa Com Cl A (V) | 2.1 | $16M | +3% | 50k | 316.04 |
|
| JPMorgan Chase & Co. (JPM) | 2.1 | $16M | +2% | 66k | 239.71 |
|
| Vanguard Intl Equity Index F Allwrld Ex Us (VEU) | 2.0 | $15M | -4% | 260k | 57.41 |
|
| salesforce (CRM) | 1.6 | $12M | +200% | 37k | 334.33 |
|
| Metropcs Communications (TMUS) | 1.6 | $12M | +48% | 54k | 220.73 |
|
| Eaton Corp SHS (ETN) | 1.4 | $10M | +2% | 31k | 331.87 |
|
| Bank of America Corporation (BAC) | 1.2 | $9.1M | +9% | 208k | 43.95 |
|
| TJX Companies (TJX) | 1.2 | $8.7M | -7% | 72k | 120.81 |
|
| Chipotle Mexican Grill (CMG) | 1.1 | $8.6M | +18% | 143k | 60.30 |
|
| AmerisourceBergen (COR) | 1.1 | $8.4M | +8% | 37k | 224.68 |
|
| D.R. Horton (DHI) | 1.1 | $8.0M | 57k | 139.82 |
|
|
| Pepsi (PEP) | 1.1 | $8.0M | +2% | 52k | 152.06 |
|
| Chubb (CB) | 1.0 | $7.9M | +15% | 29k | 276.30 |
|
| Ishares Tr 0-5yr Invt Gr Cp (SLQD) | 1.0 | $7.9M | -50% | 158k | 49.74 |
|
| Stryker Corporation (SYK) | 1.0 | $7.5M | -2% | 21k | 360.05 |
|
| Eli Lilly & Co. (LLY) | 1.0 | $7.4M | +15% | 9.6k | 772.00 |
|
| Ishares Core Msci Emkt (IEMG) | 1.0 | $7.2M | 139k | 52.22 |
|
|
| Carlisle Companies (CSL) | 0.9 | $7.0M | -2% | 19k | 368.84 |
|
| Costco Wholesale Corporation (COST) | 0.9 | $6.7M | 7.3k | 916.24 |
|
|
| Take-Two Interactive Software (TTWO) | 0.9 | $6.7M | +155% | 37k | 184.08 |
|
| UnitedHealth (UNH) | 0.8 | $6.4M | +9% | 13k | 505.88 |
|
| Mastercard Incorporated Cl A (MA) | 0.8 | $6.1M | 12k | 526.58 |
|
|
| Vanguard Index Fds Sml Cp Grw Etf (VBK) | 0.8 | $6.0M | -3% | 21k | 280.05 |
|
| Trane Technologies SHS (TT) | 0.8 | $5.9M | -4% | 16k | 369.35 |
|
| Oracle Corporation (ORCL) | 0.8 | $5.9M | -2% | 35k | 166.64 |
|
| Blackrock (BLK) | 0.8 | $5.8M | NEW | 5.7k | 1025.05 |
|
| Chevron Corporation (CVX) | 0.7 | $5.4M | +2% | 37k | 144.84 |
|
| Targa Res Corp (TRGP) | 0.7 | $5.2M | 29k | 178.50 |
|
|
| Air Products & Chemicals (APD) | 0.7 | $5.0M | -6% | 17k | 290.04 |
|
| Tetra Tech (TTEK) | 0.7 | $4.9M | +9% | 124k | 39.84 |
|
| Anthem (ELV) | 0.6 | $4.8M | -5% | 13k | 368.90 |
|
| Lam Research Corp Com New (LRCX) | 0.6 | $4.7M | NEW | 65k | 72.23 |
|
| Merck & Co (MRK) | 0.6 | $4.6M | +4% | 47k | 99.48 |
|
| Alphabet Cap Stk Cl C (GOOG) | 0.6 | $4.6M | -8% | 24k | 190.44 |
|
| Waste Management (WM) | 0.6 | $4.6M | +13% | 23k | 201.79 |
|
| Deere & Company (DE) | 0.6 | $4.5M | +13% | 11k | 423.69 |
|
| Constellation Brands Cl A (STZ) | 0.6 | $4.3M | 19k | 221.00 |
|
|
| Ishares Tr Core S&p Mcp Etf (IJH) | 0.6 | $4.3M | 69k | 62.31 |
|
|
| Lowe's Companies (LOW) | 0.5 | $3.9M | -17% | 16k | 246.81 |
|
| Ishares Tr S&p Mc 400vl Etf (IJJ) | 0.5 | $3.8M | -2% | 30k | 124.96 |
|
| Amgen (AMGN) | 0.5 | $3.7M | -2% | 14k | 260.65 |
|
| Advanced Micro Devices (AMD) | 0.5 | $3.6M | -40% | 30k | 120.79 |
|
| Vanguard Index Fds Extend Mkt Etf (VXF) | 0.5 | $3.5M | -3% | 18k | 189.98 |
|
| Summit Matls Cl A (SUM) | 0.5 | $3.5M | +4% | 69k | 50.60 |
|
| Exxon Mobil Corporation (XOM) | 0.5 | $3.5M | +8% | 33k | 107.57 |
|
| Pulte (PHM) | 0.5 | $3.4M | -7% | 32k | 108.90 |
|
| Home Depot (HD) | 0.4 | $3.2M | -7% | 8.2k | 389.01 |
|
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.4 | $3.2M | -19% | 6.2k | 511.27 |
|
| Te Connectivity Ord Shs (TEL) | 0.4 | $3.0M | -17% | 21k | 142.97 |
|
| Capital One Financial (COF) | 0.4 | $2.9M | -2% | 16k | 178.32 |
|
| Marsh & McLennan Companies (MMC) | 0.4 | $2.9M | -2% | 14k | 212.41 |
|
| Abbvie (ABBV) | 0.4 | $2.8M | -3% | 16k | 177.70 |
|
| ConocoPhillips (COP) | 0.4 | $2.8M | -7% | 29k | 99.17 |
|
| Linde SHS (LIN) | 0.4 | $2.8M | -5% | 6.7k | 418.67 |
|
| Thermo Fisher Scientific (TMO) | 0.4 | $2.8M | -8% | 5.3k | 520.24 |
|
| Parker-Hannifin Corporation (PH) | 0.4 | $2.7M | -6% | 4.3k | 636.07 |
|
| Freeport-mcmoran CL B (FCX) | 0.4 | $2.7M | +10% | 71k | 38.08 |
|
| Schwab Strategic Tr Us Mid-cap Etf (SCHM) | 0.3 | $2.6M | +193% | 94k | 27.71 |
|
| Fifth Third Ban (FITB) | 0.3 | $2.6M | -6% | 61k | 42.28 |
|
| Phillips 66 (PSX) | 0.3 | $2.5M | -7% | 22k | 113.93 |
|
| Raytheon Technologies Corp (RTX) | 0.3 | $2.5M | -3% | 22k | 115.72 |
|
| Procter & Gamble Company (PG) | 0.3 | $2.4M | -4% | 14k | 167.65 |
|
| PNC Financial Services (PNC) | 0.3 | $2.3M | -3% | 12k | 192.85 |
|
| Meta Platforms Cl A (META) | 0.3 | $2.3M | 3.9k | 585.51 |
|
|
| Caterpillar (CAT) | 0.3 | $2.3M | 6.3k | 362.76 |
|
|
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.3 | $2.0M | 3.7k | 538.84 |
|
|
| Ishares Tr Core S&p Scp Etf (IJR) | 0.3 | $2.0M | 17k | 115.22 |
|
|
| Johnson & Johnson (JNJ) | 0.3 | $2.0M | -6% | 14k | 144.62 |
|
| FedEx Corporation (FDX) | 0.3 | $2.0M | -6% | 6.9k | 281.33 |
|
| Goldman Sachs (GS) | 0.3 | $1.9M | -5% | 3.4k | 572.62 |
|
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.3 | $1.9M | 3.3k | 586.10 |
|
|
| Ishares Tr Rus 1000 Etf (IWB) | 0.3 | $1.9M | 6.0k | 322.16 |
|
|
| Danaher Corporation (DHR) | 0.3 | $1.9M | -7% | 8.4k | 229.55 |
|
| Arrow Electronics (ARW) | 0.3 | $1.9M | -14% | 17k | 113.12 |
|
| Novo-nordisk A S Adr (NVO) | 0.2 | $1.8M | -38% | 21k | 86.02 |
|
| Invesco Exch Trd Slf Idx Bulshs 2026 Cb (BSCQ) | 0.2 | $1.8M | +709% | 93k | 19.43 |
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.2 | $1.8M | -4% | 3.9k | 453.28 |
|
| Ishares Tr Msci Emg Mkt Etf (EEM) | 0.2 | $1.7M | -7% | 41k | 41.82 |
|
| Honeywell International (HON) | 0.2 | $1.7M | -8% | 7.4k | 225.90 |
|
| Qualcomm (QCOM) | 0.2 | $1.7M | -10% | 11k | 153.62 |
|
| Mondelez Intl Cl A (MDLZ) | 0.2 | $1.7M | +18% | 28k | 59.73 |
|
| Invesco Exch Trd Slf Idx Bulshs 2027 Cb (BSCR) | 0.2 | $1.6M | NEW | 83k | 19.48 |
|
| S&p Global (SPGI) | 0.2 | $1.5M | -2% | 3.0k | 498.09 |
|
| Lockheed Martin Corporation (LMT) | 0.2 | $1.5M | -8% | 3.0k | 485.95 |
|
| Ishares Tr S&p Mc 400gr Etf (IJK) | 0.2 | $1.5M | 16k | 90.93 |
|
|
| Truist Financial Corp equities (TFC) | 0.2 | $1.4M | -10% | 32k | 43.38 |
|
| American Electric Power Company (AEP) | 0.2 | $1.4M | -8% | 15k | 92.23 |
|
| Ishares Tr Msci Eafe Etf (EFA) | 0.2 | $1.3M | -14% | 17k | 75.61 |
|
| Select Sector Spdr Tr Technology (XLK) | 0.2 | $1.2M | -7% | 5.3k | 232.52 |
|
| Nextera Energy (NEE) | 0.2 | $1.2M | -3% | 17k | 71.69 |
|
| Kearny Finl Corp Md (KRNY) | 0.2 | $1.2M | 167k | 7.08 |
|
|
| Colgate-Palmolive Company (CL) | 0.2 | $1.2M | -6% | 13k | 90.91 |
|
| Prologis (PLD) | 0.1 | $1.1M | -11% | 11k | 105.70 |
|
| Select Sector Spdr Tr Energy (XLE) | 0.1 | $1.1M | -3% | 13k | 85.66 |
|
| Cisco Systems (CSCO) | 0.1 | $1.1M | -25% | 18k | 59.20 |
|
| Invesco Exch Trd Slf Idx Invsco Blsh 28 (BSCS) | 0.1 | $1.1M | NEW | 54k | 20.13 |
|
| Unilever Spon Adr New (UL) | 0.1 | $1.1M | -9% | 19k | 56.70 |
|
| Automatic Data Processing (ADP) | 0.1 | $1.1M | -7% | 3.7k | 292.73 |
|
| Invesco Exch Trd Slf Idx Buletshs 2029 (BSCT) | 0.1 | $1.0M | NEW | 56k | 18.34 |
|
| Invesco Exch Trd Slf Idx Buletshs 2031 Cp (BSCV) | 0.1 | $1.0M | NEW | 64k | 16.05 |
|
| Invesco Exch Trd Slf Idx Invsco 30 Corp (BSCU) | 0.1 | $1.0M | NEW | 62k | 16.37 |
|
| Allegion Ord Shs (ALLE) | 0.1 | $1.0M | -11% | 7.8k | 130.68 |
|
| Vanguard Index Fds Small Cp Etf (VB) | 0.1 | $959k | 4.0k | 240.28 |
|
|
| Invesco Exch Trd Slf Idx Bulletshs 2032 (BSCW) | 0.1 | $949k | NEW | 47k | 20.11 |
|
| NiSource (NI) | 0.1 | $949k | -7% | 26k | 36.76 |
|
| Ingersoll Rand (IR) | 0.1 | $935k | 10k | 90.46 |
|
|
| Rbc Cad (RY) | 0.1 | $883k | -5% | 7.3k | 120.51 |
|
| Invesco Exch Trd Slf Idx Bulshs 2025 Cb (BSCP) | 0.1 | $863k | NEW | 42k | 20.65 |
|
| Vanguard Index Fds Total Stk Mkt (VTI) | 0.1 | $855k | +16% | 3.0k | 289.86 |
|
| Illinois Tool Works (ITW) | 0.1 | $842k | -11% | 3.3k | 253.56 |
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| McKesson Corporation (MCK) | 0.1 | $834k | 1.5k | 569.91 |
|
|
| Vanguard Index Fds Growth Etf (VUG) | 0.1 | $816k | 2.0k | 410.35 |
|
|
| Norfolk Southern (NSC) | 0.1 | $802k | 3.4k | 234.70 |
|
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| Wells Fargo & Company (WFC) | 0.1 | $794k | 11k | 70.24 |
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| Toll Brothers (TOL) | 0.1 | $776k | 6.2k | 125.95 |
|
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| Invesco Exch Trd Slf Idx Invesco Bulletsh (BSCX) | 0.1 | $765k | NEW | 37k | 20.62 |
|
| Ishares Tr Select Divid Etf (DVY) | 0.1 | $760k | -18% | 5.8k | 131.29 |
|
| Union Pacific Corporation (UNP) | 0.1 | $703k | -13% | 3.1k | 228.01 |
|
| Avery Dennison Corporation (AVY) | 0.1 | $703k | 3.8k | 187.13 |
|
|
| Cigna Corp (CI) | 0.1 | $700k | 2.5k | 276.15 |
|
|
| Walt Disney Company (DIS) | 0.1 | $697k | -84% | 6.3k | 111.36 |
|
| Hershey Company (HSY) | 0.1 | $697k | -6% | 4.1k | 169.35 |
|
| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.1 | $685k | -4% | 16k | 44.04 |
|
| Discover Financial Services (DFS) | 0.1 | $678k | -2% | 3.9k | 173.23 |
|
| Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) | 0.1 | $678k | -8% | 1.2k | 569.58 |
|
| McDonald's Corporation (MCD) | 0.1 | $657k | -22% | 2.3k | 289.89 |
|
| Masco Corporation (MAS) | 0.1 | $632k | -15% | 8.7k | 72.57 |
|
| Fidelity Covington Trust Msci Info Tech I (FTEC) | 0.1 | $614k | -9% | 3.3k | 184.90 |
|
| Carrier Global Corporation (CARR) | 0.1 | $606k | -8% | 8.9k | 68.26 |
|
| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.1 | $606k | 13k | 47.82 |
|
|
| Abbott Laboratories (ABT) | 0.1 | $592k | -2% | 5.2k | 113.10 |
|
| General Dynamics Corporation (GD) | 0.1 | $591k | 2.2k | 263.44 |
|
|
| Coca-Cola Company (KO) | 0.1 | $560k | -13% | 9.0k | 62.26 |
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| Southern Company (SO) | 0.1 | $558k | 6.8k | 82.32 |
|
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| Netflix (NFLX) | 0.1 | $557k | 625.00 | 891.32 |
|
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| Travelers Companies (TRV) | 0.1 | $544k | -12% | 2.3k | 240.84 |
|
| Toyota Motor Corp Ads (TM) | 0.1 | $542k | -7% | 2.8k | 194.61 |
|
| Vanguard Index Fds Value Etf (VTV) | 0.1 | $541k | -5% | 3.2k | 169.30 |
|
| Ishares Tr Core Div Grwth (DGRO) | 0.1 | $534k | -6% | 8.7k | 61.34 |
|
| Vanguard World Inf Tech Etf (VGT) | 0.1 | $530k | -16% | 853.00 | 621.80 |
|
| M&T Bank Corporation (MTB) | 0.1 | $501k | -3% | 2.7k | 188.01 |
|
| PPG Industries (PPG) | 0.1 | $498k | -2% | 4.2k | 119.44 |
|
| Kimberly-Clark Corporation (KMB) | 0.1 | $490k | -4% | 3.7k | 131.04 |
|
| Vanguard World Mega Cap Index (MGC) | 0.1 | $481k | -2% | 2.3k | 212.66 |
|
| T. Rowe Price (TROW) | 0.1 | $476k | -10% | 4.2k | 113.08 |
|
| Wal-Mart Stores (WMT) | 0.1 | $460k | -3% | 5.1k | 90.36 |
|
| Ishares Tr Core Msci Eafe (IEFA) | 0.1 | $449k | +7% | 6.4k | 70.28 |
|
| Schwab Strategic Tr Us Sml Cap Etf (SCHA) | 0.1 | $446k | +132% | 17k | 25.86 |
|
| Vanguard Whitehall Fds High Div Yld (VYM) | 0.1 | $441k | -3% | 3.5k | 127.59 |
|
| Vanguard Index Fds Mid Cap Etf (VO) | 0.1 | $434k | -2% | 1.6k | 264.15 |
|
| Texas Instruments Incorporated (TXN) | 0.1 | $434k | -20% | 2.3k | 187.51 |
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| Broadcom (AVGO) | 0.1 | $429k | NEW | 1.9k | 231.79 |
|
| Public Service Enterprise (PEG) | 0.1 | $422k | 5.0k | 84.49 |
|
|
| Bristol Myers Squibb (BMY) | 0.1 | $420k | -9% | 7.4k | 56.56 |
|
| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.1 | $419k | 1.0k | 401.58 |
|
|
| Select Sector Spdr Tr Financial (XLF) | 0.1 | $418k | -30% | 8.6k | 48.33 |
|
| Arthur J. Gallagher & Co. (AJG) | 0.1 | $405k | -2% | 1.4k | 283.85 |
|
| Brown & Brown (BRO) | 0.1 | $389k | -2% | 3.8k | 102.02 |
|
| Spdr Ser Tr S&p Divid Etf (SDY) | 0.1 | $383k | 2.9k | 132.10 |
|
|
| Charles Schwab Corporation (SCHW) | 0.1 | $379k | 5.1k | 74.00 |
|
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| Vanguard World Health Car Etf (VHT) | 0.0 | $375k | -4% | 1.5k | 253.73 |
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| Moog Cl A (MOG.A) | 0.0 | $354k | 1.8k | 196.84 |
|
|
| Fidelity Covington Trust Msci Finls Idx (FNCL) | 0.0 | $326k | +5% | 4.7k | 68.68 |
|
| Fidelity Covington Trust Msci Hlth Care I (FHLC) | 0.0 | $324k | +13% | 5.0k | 65.35 |
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| Select Sector Spdr Tr Sbi Cons Discr (XLY) | 0.0 | $314k | -4% | 1.4k | 224.35 |
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| Morgan Stanley Com New (MS) | 0.0 | $312k | -4% | 2.5k | 125.72 |
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| Tesla Motors (TSLA) | 0.0 | $312k | -40% | 772.00 | 403.84 |
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| Invesco Exch Trd Slf Idx Bulletshares 203 (BSCY) | 0.0 | $308k | NEW | 15k | 20.22 |
|
| Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.0 | $307k | +183% | 11k | 27.32 |
|
| Ishares Tr Eafe Sml Cp Etf (SCZ) | 0.0 | $301k | -3% | 5.0k | 60.75 |
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| Zimmer Holdings (ZBH) | 0.0 | $295k | -12% | 2.8k | 105.61 |
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| Quest Diagnostics Incorporated (DGX) | 0.0 | $282k | 1.9k | 150.83 |
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| Synopsys (SNPS) | 0.0 | $280k | 577.00 | 485.36 |
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| Marathon Petroleum Corp (MPC) | 0.0 | $280k | 2.0k | 139.53 |
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| Ameriprise Financial (AMP) | 0.0 | $276k | -16% | 519.00 | 532.43 |
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| Digital Realty Trust (DLR) | 0.0 | $276k | -26% | 1.6k | 177.30 |
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| Cummins (CMI) | 0.0 | $268k | 769.00 | 348.60 |
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| Vanguard Index Fds Sm Cp Val Etf (VBR) | 0.0 | $268k | -7% | 1.4k | 198.18 |
|
| Ishares Tr Rus 2000 Grw Etf (IWO) | 0.0 | $265k | +9% | 920.00 | 287.82 |
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| Aon Shs Cl A (AON) | 0.0 | $261k | 727.00 | 359.16 |
|
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| Mccormick & Co Com Non Vtg (MKC) | 0.0 | $259k | -2% | 3.4k | 76.24 |
|
| Dimensional Etf Trust Us Core Equity 2 (DFAC) | 0.0 | $256k | NEW | 7.4k | 34.59 |
|
| Applied Materials (AMAT) | 0.0 | $253k | -20% | 1.6k | 162.58 |
|
| Constellation Energy (CEG) | 0.0 | $252k | +8% | 1.1k | 223.80 |
|
| Comcast Corp Cl A (CMCSA) | 0.0 | $249k | -91% | 6.6k | 37.53 |
|
| PPL Corporation (PPL) | 0.0 | $245k | NEW | 7.5k | 32.46 |
|
| Ishares Tr Rus Mdcp Val Etf (IWS) | 0.0 | $242k | +12% | 1.9k | 129.34 |
|
| Watsco, Incorporated (WSO) | 0.0 | $238k | 502.00 | 473.89 |
|
|
| Fidelity Comwlth Tr Nasdaq Compsit (ONEQ) | 0.0 | $228k | NEW | 3.0k | 76.06 |
|
| Broadridge Financial Solutions (BR) | 0.0 | $227k | 1.0k | 226.09 |
|
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| RPM International (RPM) | 0.0 | $221k | -6% | 1.8k | 123.06 |
|
| Emerson Electric (EMR) | 0.0 | $211k | -9% | 1.7k | 123.91 |
|
| Fidelity Covington Trust Msci Indl Indx (FIDU) | 0.0 | $211k | -6% | 3.0k | 70.31 |
|
| Fidelity Covington Trust Msci Commntn Svc (FCOM) | 0.0 | $206k | NEW | 3.5k | 58.70 |
|
| Nucor Corporation (NUE) | 0.0 | $205k | -10% | 1.8k | 116.74 |
|
| Schwab Strategic Tr Us Brd Mkt Etf (SCHB) | 0.0 | $204k | +153% | 9.0k | 22.70 |
|
Past Filings by River Wealth Advisors
SEC 13F filings are viewable for River Wealth Advisors going back to 2015
- River Wealth Advisors 2024 Q4 filed Feb. 13, 2025
- River Wealth Advisors 2024 Q3 filed Nov. 12, 2024
- River Wealth Advisors 2024 Q1 filed May 14, 2024
- River Wealth Advisors 2023 Q4 filed Feb. 13, 2024
- River Wealth Advisors 2023 Q3 filed Nov. 13, 2023
- River Wealth Advisors 2023 Q2 filed Aug. 9, 2023
- River Wealth Advisors 2023 Q1 filed May 11, 2023
- River Wealth Advisors 2022 Q4 filed Feb. 10, 2023
- River Wealth Advisors 2022 Q3 filed Nov. 14, 2022
- River Wealth Advisors 2022 Q2 filed Aug. 10, 2022
- River Wealth Advisors 2022 Q1 filed May 9, 2022
- River Wealth Advisors 2021 Q4 filed Feb. 11, 2022
- River Wealth Advisors 2021 Q3 filed Nov. 12, 2021
- River Wealth Advisors 2021 Q2 filed Aug. 6, 2021
- River Wealth Advisors 2021 Q1 filed May 11, 2021
- River Wealth Advisors 2020 Q4 filed Feb. 16, 2021