River Wealth Advisors

River Wealth Advisors as of June 30, 2019

Portfolio Holdings for River Wealth Advisors

River Wealth Advisors holds 160 positions in its portfolio as reported in the June 2019 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Total Bond Market ETF (BND) 4.9 $13M 151k 83.07
Apple (AAPL) 2.8 $7.2M 36k 197.93
iShares MSCI EAFE Index Fund (EFA) 2.5 $6.3M 96k 65.73
SPDR Barclays Capital Convertible SecETF (CWB) 2.4 $6.0M 114k 52.87
Stryker Corporation (SYK) 2.3 $6.0M 29k 205.57
Visa (V) 2.3 $6.0M 34k 173.56
Microsoft Corporation (MSFT) 2.1 $5.5M 41k 133.96
MasterCard Incorporated (MA) 2.0 $5.0M 19k 264.51
iShares S&P MidCap 400 Value Index (IJJ) 2.0 $5.0M 32k 159.47
Walt Disney Company (DIS) 1.9 $4.9M 35k 139.64
Anthem (ELV) 1.9 $4.9M 17k 282.20
JPMorgan Chase & Co. (JPM) 1.9 $4.8M 43k 111.81
Amazon (AMZN) 1.9 $4.8M 2.5k 1893.60
Air Products & Chemicals (APD) 1.7 $4.3M 19k 226.36
iShares S&P MidCap 400 Index (IJH) 1.7 $4.3M 22k 194.26
Chevron Corporation (CVX) 1.6 $4.0M 32k 124.44
Pepsi (PEP) 1.5 $3.8M 29k 131.13
Te Connectivity Ltd for 1.4 $3.5M 36k 95.78
PNC Financial Services (PNC) 1.3 $3.4M 25k 137.27
BB&T Corporation 1.2 $3.2M 65k 49.14
Vanguard Short Term Corporate Bond ETF (VCSH) 1.2 $3.1M 38k 80.67
Allegion Plc equity (ALLE) 1.2 $3.1M 28k 110.55
Alphabet Inc Class A cs (GOOGL) 1.2 $3.1M 2.9k 1082.87
Bank of America Corporation (BAC) 1.2 $3.0M 105k 29.00
Arrow Electronics (ARW) 1.1 $2.8M 40k 71.27
Ingersoll-rand Co Ltd-cl A 1.1 $2.8M 23k 126.68
Oracle Corporation (ORCL) 1.1 $2.8M 48k 56.96
Huntsman Corporation (HUN) 1.1 $2.8M 136k 20.44
Sch Us Mid-cap Etf etf (SCHM) 1.1 $2.8M 49k 57.09
Amgen (AMGN) 1.0 $2.7M 15k 184.27
Accenture (ACN) 1.0 $2.6M 14k 184.77
Unilever (UL) 1.0 $2.6M 42k 61.97
Suntrust Banks Inc $1.00 Par Cmn 1.0 $2.5M 40k 62.84
iShares S&P 500 Index (IVV) 1.0 $2.5M 8.3k 294.77
Vanguard Extended Market ETF (VXF) 1.0 $2.5M 21k 118.58
ConocoPhillips (COP) 0.9 $2.4M 40k 61.01
U.S. Bancorp (USB) 0.9 $2.4M 46k 52.39
Danaher Corporation (DHR) 0.9 $2.4M 17k 142.92
Fifth Third Ban (FITB) 0.9 $2.3M 82k 27.90
Constellation Brands (STZ) 0.9 $2.3M 12k 196.92
Lowe's Companies (LOW) 0.9 $2.2M 22k 100.89
Chubb (CB) 0.9 $2.2M 15k 147.30
Linde 0.9 $2.2M 11k 200.82
AmerisourceBergen (COR) 0.8 $2.2M 25k 85.25
Pulte (PHM) 0.8 $2.1M 66k 31.63
Facebook Inc cl a (META) 0.8 $2.0M 10k 193.04
Home Depot (HD) 0.8 $1.9M 9.3k 208.00
Dominion Resources (D) 0.8 $2.0M 25k 77.31
Invesco Qqq Trust Series 1 (QQQ) 0.8 $2.0M 11k 186.77
Johnson & Johnson (JNJ) 0.8 $1.9M 14k 139.28
Phillips 66 (PSX) 0.8 $1.9M 21k 93.53
Rbc Cad (RY) 0.7 $1.9M 24k 79.40
Alphabet Inc Class C cs (GOOG) 0.7 $1.8M 1.6k 1080.71
Abbott Laboratories (ABT) 0.7 $1.7M 21k 84.12
Capital One Financial (COF) 0.7 $1.7M 19k 90.76
Zimmer Holdings (ZBH) 0.7 $1.7M 15k 117.74
Honeywell International (HON) 0.7 $1.7M 9.5k 174.63
Carlisle Companies (CSL) 0.6 $1.6M 12k 140.38
Eaton (ETN) 0.6 $1.6M 20k 83.26
Thermo Fisher Scientific (TMO) 0.6 $1.5M 5.2k 293.75
At&t (T) 0.6 $1.5M 45k 33.51
Verizon Communications (VZ) 0.6 $1.5M 26k 57.13
PPL Corporation (PPL) 0.5 $1.3M 44k 31.00
American Electric Power Company (AEP) 0.5 $1.3M 15k 87.98
S&p Global (SPGI) 0.5 $1.3M 5.8k 227.83
iShares Dow Jones Select Dividend (DVY) 0.5 $1.3M 13k 99.59
Norfolk Southern (NSC) 0.5 $1.2M 6.0k 199.40
United Technologies Corporation 0.5 $1.2M 9.0k 130.21
Toyota Motor Corporation (TM) 0.5 $1.2M 9.4k 123.95
Brandywine Realty Trust (BDN) 0.5 $1.2M 81k 14.32
T. Rowe Price (TROW) 0.4 $1.1M 10k 109.66
Automatic Data Processing (ADP) 0.4 $1.1M 6.9k 165.28
CVS Caremark Corporation (CVS) 0.4 $1.1M 21k 54.47
Parker-Hannifin Corporation (PH) 0.4 $1.1M 6.4k 170.06
SPDR S&P MidCap 400 ETF (MDY) 0.4 $1.0M 2.9k 354.62
iShares S&P SmallCap 600 Index (IJR) 0.4 $1.0M 13k 78.28
Abbvie (ABBV) 0.4 $968k 13k 72.69
Raytheon Company 0.4 $956k 5.5k 173.94
D.R. Horton (DHI) 0.4 $952k 22k 43.11
Exxon Mobil Corporation (XOM) 0.3 $906k 12k 76.66
Colgate-Palmolive Company (CL) 0.3 $863k 12k 71.64
Pimco Etf Tr 0-5 high yield (HYS) 0.3 $860k 8.6k 100.35
iShares MSCI Emerging Markets Indx (EEM) 0.3 $820k 19k 42.89
Berkshire Hathaway (BRK.B) 0.3 $787k 3.7k 213.05
Spdr S&p 500 Etf (SPY) 0.3 $787k 2.7k 292.89
Procter & Gamble Company (PG) 0.3 $783k 7.1k 109.71
Illinois Tool Works (ITW) 0.3 $786k 5.2k 150.78
PPG Industries (PPG) 0.3 $779k 6.7k 116.65
Masco Corporation (MAS) 0.3 $708k 18k 39.26
Welbilt 0.3 $713k 43k 16.70
Caterpillar (CAT) 0.3 $694k 5.1k 136.37
M&T Bank Corporation (MTB) 0.3 $687k 4.0k 170.05
Deere & Company (DE) 0.3 $688k 4.2k 165.62
Nextera Energy (NEE) 0.3 $695k 3.4k 204.77
Pfizer (PFE) 0.2 $629k 15k 43.33
Nucor Corporation (NUE) 0.2 $651k 12k 55.07
International Business Machines (IBM) 0.2 $636k 4.6k 137.81
Nike (NKE) 0.2 $641k 7.6k 83.94
Moog (MOG.A) 0.2 $638k 6.8k 93.63
FedEx Corporation (FDX) 0.2 $586k 3.6k 164.24
Boeing Company (BA) 0.2 $574k 1.6k 364.21
Merck & Co (MRK) 0.2 $533k 6.4k 83.84
Ishares Inc core msci emkt (IEMG) 0.2 $546k 11k 51.47
Charles Schwab Corporation (SCHW) 0.2 $506k 13k 40.21
Kimberly-Clark Corporation (KMB) 0.2 $522k 3.9k 133.33
Target Corporation (TGT) 0.2 $511k 5.9k 86.64
Align Technology (ALGN) 0.2 $523k 1.9k 273.54
Technology SPDR (XLK) 0.2 $502k 6.4k 77.99
Vanguard S&p 500 Etf idx (VOO) 0.2 $504k 1.9k 269.37
Hersha Hospitality Tr Pr Shs Ben Int 0.2 $497k 30k 16.52
Global X Fds rbtcs artfl in (BOTZ) 0.2 $484k 23k 20.74
Coca-Cola Company (KO) 0.2 $460k 9.0k 50.94
Toll Brothers (TOL) 0.2 $472k 13k 36.65
Schwab Emerging Markets Equity ETF (SCHE) 0.2 $466k 18k 26.25
iShares Russell 2000 Index (IWM) 0.2 $446k 2.9k 155.56
Dxc Technology (DXC) 0.2 $438k 7.9k 55.20
Devon Energy Corporation (DVN) 0.2 $400k 14k 28.49
Cummins (CMI) 0.2 $422k 2.5k 171.48
Intel Corporation (INTC) 0.2 $400k 8.4k 47.90
Vanguard Small-Cap Growth ETF (VBK) 0.2 $407k 2.2k 186.01
Schwab International Equity ETF (SCHF) 0.2 $415k 13k 32.12
NVIDIA Corporation (NVDA) 0.1 $391k 2.4k 164.29
Travelers Companies (TRV) 0.1 $382k 2.6k 149.34
Wells Fargo & Company (WFC) 0.1 $378k 8.0k 47.34
UnitedHealth (UNH) 0.1 $386k 1.6k 243.99
Quest Diagnostics Incorporated (DGX) 0.1 $375k 3.7k 101.74
iShares Lehman Aggregate Bond (AGG) 0.1 $391k 3.5k 111.40
Duke Energy (DUK) 0.1 $390k 4.4k 88.22
Mylan Nv 0.1 $386k 20k 19.06
3M Company (MMM) 0.1 $347k 2.0k 173.24
Consumer Discretionary SPDR (XLY) 0.1 $365k 3.1k 119.20
SPDR S&P Dividend (SDY) 0.1 $371k 3.7k 100.95
Schwab U S Broad Market ETF (SCHB) 0.1 $358k 5.1k 70.63
Celgene Corporation 0.1 $328k 3.6k 92.34
Vanguard High Dividend Yield ETF (VYM) 0.1 $336k 3.9k 87.27
Ishares Core Msci Eafe Etf core msci eafe (IEFA) 0.1 $345k 5.6k 61.49
American Airls (AAL) 0.1 $336k 10k 32.64
Lockheed Martin Corporation (LMT) 0.1 $315k 866.00 363.74
Marathon Oil Corporation (MRO) 0.1 $298k 21k 14.21
Vanguard Health Care ETF (VHT) 0.1 $317k 1.8k 173.70
Schwab Strategic Tr us aggregate b (SCHZ) 0.1 $298k 5.6k 52.94
Schwab Strategic Tr us dividend eq (SCHD) 0.1 $300k 5.7k 53.06
Laboratory Corp. of America Holdings 0.1 $287k 1.7k 172.89
Becton, Dickinson and (BDX) 0.1 $279k 1.1k 251.58
Financial Select Sector SPDR (XLF) 0.1 $280k 10k 27.59
Schwab Strategic Tr schwb fdt int sc (FNDC) 0.1 $290k 9.3k 31.18
Netflix (NFLX) 0.1 $266k 723.00 367.91
US Ecology 0.1 $247k 4.2k 59.52
Vanguard Small-Cap ETF (VB) 0.1 $249k 1.6k 156.51
Schwab Strategic Tr us lrg cap etf (SCHX) 0.1 $269k 3.8k 70.09
Allergan 0.1 $265k 1.6k 167.30
Hewlett Packard Enterprise (HPE) 0.1 $258k 17k 14.97
Comcast Corporation (CMCSA) 0.1 $226k 5.3k 42.36
Corning Incorporated (GLW) 0.1 $223k 6.7k 33.28
Texas Instruments Incorporated (TXN) 0.1 $234k 2.0k 114.93
Ford Motor Company (F) 0.1 $232k 23k 10.23
Starbucks Corporation (SBUX) 0.1 $241k 2.9k 83.68
Unilever 0.1 $215k 3.5k 60.82
Vanguard Information Technology ETF (VGT) 0.1 $215k 1.0k 211.20
Schwab U S Small Cap ETF (SCHA) 0.1 $205k 2.9k 71.55