River Wealth Advisors

River Wealth Advisors as of Sept. 30, 2019

Portfolio Holdings for River Wealth Advisors

River Wealth Advisors holds 159 positions in its portfolio as reported in the September 2019 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Total Bond Market ETF (BND) 4.8 $13M 151k 84.43
Apple (AAPL) 3.2 $8.5M 38k 223.97
SPDR Barclays Capital Convertible SecETF (CWB) 2.5 $6.6M 126k 52.45
iShares MSCI EAFE Index Fund (EFA) 2.4 $6.4M 98k 65.21
Stryker Corporation (SYK) 2.4 $6.4M 30k 216.30
Visa (V) 2.3 $6.0M 35k 172.01
Microsoft Corporation (MSFT) 2.2 $5.9M 43k 139.03
MasterCard Incorporated (MA) 2.0 $5.2M 19k 271.59
JPMorgan Chase & Co. (JPM) 1.9 $5.1M 44k 117.68
iShares S&P MidCap 400 Value Index (IJJ) 1.9 $4.9M 31k 159.88
Amazon (AMZN) 1.8 $4.8M 2.8k 1735.97
Walt Disney Company (DIS) 1.8 $4.8M 37k 130.33
iShares S&P MidCap 400 Index (IJH) 1.6 $4.4M 23k 193.25
Air Products & Chemicals (APD) 1.6 $4.3M 19k 221.84
Anthem (ELV) 1.5 $4.1M 17k 240.13
Pepsi (PEP) 1.5 $4.0M 29k 137.08
Chevron Corporation (CVX) 1.5 $3.9M 33k 118.61
Alphabet Inc Class A cs (GOOGL) 1.4 $3.8M 3.1k 1221.10
PNC Financial Services (PNC) 1.3 $3.4M 25k 140.17
BB&T Corporation 1.3 $3.3M 63k 53.36
Te Connectivity Ltd for 1.3 $3.3M 36k 93.17
Amgen (AMGN) 1.2 $3.3M 17k 193.49
Huntsman Corporation (HUN) 1.2 $3.2M 137k 23.26
Vanguard Short Term Corporate Bond ETF (VCSH) 1.2 $3.2M 39k 81.05
Bank of America Corporation (BAC) 1.2 $3.1M 105k 29.17
Arrow Electronics (ARW) 1.1 $3.1M 41k 74.57
Sch Us Mid-cap Etf etf (SCHM) 1.1 $3.0M 53k 56.54
Accenture (ACN) 1.1 $2.9M 15k 192.35
iShares S&P 500 Index (IVV) 1.1 $2.8M 9.5k 298.57
Allegion Plc equity (ALLE) 1.1 $2.8M 27k 103.64
Suntrust Banks Inc $1.00 Par Cmn 1.0 $2.7M 40k 68.80
Ingersoll-rand Co Ltd-cl A 1.0 $2.7M 22k 123.19
Vanguard Extended Market ETF (VXF) 1.0 $2.7M 24k 116.33
Oracle Corporation (ORCL) 1.0 $2.6M 47k 55.04
U.S. Bancorp (USB) 0.9 $2.5M 45k 55.33
Unilever (UL) 0.9 $2.5M 41k 60.10
Danaher Corporation (DHR) 0.9 $2.4M 17k 144.44
Lowe's Companies (LOW) 0.9 $2.4M 22k 109.96
Chubb (CB) 0.9 $2.4M 15k 161.43
Constellation Brands (STZ) 0.9 $2.4M 12k 207.26
Pulte (PHM) 0.9 $2.3M 64k 36.54
ConocoPhillips (COP) 0.9 $2.3M 40k 56.97
Fifth Third Ban (FITB) 0.9 $2.3M 85k 27.38
Home Depot (HD) 0.8 $2.2M 9.3k 232.05
Phillips 66 (PSX) 0.8 $2.1M 21k 102.38
Dominion Resources (D) 0.8 $2.1M 26k 81.04
Linde 0.8 $2.1M 11k 193.69
AmerisourceBergen (COR) 0.8 $2.0M 25k 82.31
Zimmer Holdings (ZBH) 0.8 $2.0M 15k 137.30
Alphabet Inc Class C cs (GOOG) 0.8 $2.0M 1.7k 1219.13
Rbc Cad (RY) 0.7 $2.0M 24k 81.16
Invesco Qqq Trust Series 1 (QQQ) 0.7 $1.9M 10k 188.81
Capital One Financial (COF) 0.7 $1.9M 20k 90.99
Carlisle Companies (CSL) 0.7 $1.8M 12k 145.54
Facebook Inc cl a (META) 0.7 $1.8M 10k 178.05
Johnson & Johnson (JNJ) 0.7 $1.7M 14k 129.36
At&t (T) 0.7 $1.7M 46k 37.85
Eaton (ETN) 0.7 $1.7M 21k 83.14
Abbott Laboratories (ABT) 0.7 $1.7M 20k 83.69
Verizon Communications (VZ) 0.6 $1.6M 27k 60.37
Honeywell International (HON) 0.6 $1.6M 9.5k 169.17
Thermo Fisher Scientific (TMO) 0.6 $1.5M 5.2k 291.22
American Electric Power Company (AEP) 0.6 $1.5M 16k 93.66
CVS Caremark Corporation (CVS) 0.5 $1.4M 22k 63.06
PPL Corporation (PPL) 0.5 $1.4M 43k 31.48
S&p Global (SPGI) 0.5 $1.3M 5.5k 244.90
iShares Dow Jones Select Dividend (DVY) 0.5 $1.3M 13k 101.94
Brandywine Realty Trust (BDN) 0.5 $1.3M 84k 15.15
iShares S&P SmallCap 600 Index (IJR) 0.5 $1.3M 16k 77.85
United Technologies Corporation 0.5 $1.2M 8.9k 136.48
Toyota Motor Corporation (TM) 0.5 $1.2M 9.1k 134.43
D.R. Horton (DHI) 0.5 $1.2M 23k 52.72
Parker-Hannifin Corporation (PH) 0.4 $1.2M 6.5k 180.63
T. Rowe Price (TROW) 0.4 $1.1M 9.9k 114.24
Automatic Data Processing (ADP) 0.4 $1.1M 6.7k 161.45
Norfolk Southern (NSC) 0.4 $1.1M 5.9k 179.64
Raytheon Company 0.4 $1.0M 5.3k 196.19
SPDR S&P MidCap 400 ETF (MDY) 0.4 $1.0M 2.9k 352.69
Pimco Etf Tr 0-5 high yield (HYS) 0.4 $999k 10k 99.75
Abbvie (ABBV) 0.4 $995k 13k 75.75
Berkshire Hathaway (BRK.B) 0.3 $872k 4.2k 207.92
Colgate-Palmolive Company (CL) 0.3 $870k 12k 73.54
Procter & Gamble Company (PG) 0.3 $863k 6.9k 124.33
Masco Corporation (MAS) 0.3 $850k 20k 41.70
Exxon Mobil Corporation (XOM) 0.3 $827k 12k 70.64
Illinois Tool Works (ITW) 0.3 $813k 5.2k 156.53
iShares MSCI Emerging Markets Indx (EEM) 0.3 $789k 19k 40.86
Nextera Energy (NEE) 0.3 $799k 3.4k 232.88
Spdr S&p 500 Etf (SPY) 0.3 $765k 2.6k 296.63
PPG Industries (PPG) 0.3 $758k 6.4k 118.47
Nike (NKE) 0.3 $758k 8.1k 93.96
Welbilt 0.3 $720k 43k 16.86
Deere & Company (DE) 0.3 $699k 4.1k 168.60
Caterpillar (CAT) 0.2 $653k 5.2k 126.38
M&T Bank Corporation (MTB) 0.2 $628k 4.0k 157.99
Target Corporation (TGT) 0.2 $631k 5.9k 106.91
Vanguard S&p 500 Etf idx (VOO) 0.2 $597k 2.2k 272.73
Nucor Corporation (NUE) 0.2 $584k 12k 50.90
Kimberly-Clark Corporation (KMB) 0.2 $556k 3.9k 141.98
Moog (MOG.A) 0.2 $553k 6.8k 81.13
Ishares Inc core msci emkt (IEMG) 0.2 $557k 11k 49.04
FedEx Corporation (FDX) 0.2 $527k 3.6k 145.66
Pfizer (PFE) 0.2 $525k 15k 35.96
Toll Brothers (TOL) 0.2 $525k 13k 41.08
iShares Russell 2000 Index (IWM) 0.2 $528k 3.5k 151.42
Technology SPDR (XLK) 0.2 $522k 6.5k 80.53
Prologis (PLD) 0.2 $538k 6.3k 85.22
iShares Lehman Aggregate Bond (AGG) 0.2 $500k 4.4k 113.07
Coca-Cola Company (KO) 0.2 $482k 8.9k 54.40
International Business Machines (IBM) 0.2 $487k 3.3k 145.50
Merck & Co (MRK) 0.2 $489k 5.8k 84.14
Global X Fds rbtcs artfl in (BOTZ) 0.2 $474k 24k 20.02
NVIDIA Corporation (NVDA) 0.2 $437k 2.5k 174.17
Schwab Emerging Markets Equity ETF (SCHE) 0.2 $449k 18k 25.15
Duke Energy (DUK) 0.2 $438k 4.6k 95.76
Hersha Hospitality Tr Pr Shs Ben Int 0.2 $458k 31k 14.87
Intel Corporation (INTC) 0.2 $433k 8.4k 51.51
Vanguard Small-Cap Growth ETF (VBK) 0.2 $411k 2.3k 182.02
Schwab International Equity ETF (SCHF) 0.2 $415k 13k 31.84
Cummins (CMI) 0.1 $400k 2.5k 162.54
Wells Fargo & Company (WFC) 0.1 $406k 8.0k 50.45
Quest Diagnostics Incorporated (DGX) 0.1 $401k 3.7k 106.96
Consumer Discretionary SPDR (XLY) 0.1 $410k 3.4k 120.84
Vanguard Information Technology ETF (VGT) 0.1 $392k 1.8k 215.62
Schwab Strategic Tr us dividend eq (SCHD) 0.1 $391k 7.1k 54.77
Travelers Companies (TRV) 0.1 $373k 2.5k 148.72
SPDR S&P Dividend (SDY) 0.1 $377k 3.7k 102.59
Schwab Strategic Tr us aggregate b (SCHZ) 0.1 $367k 6.8k 53.80
Ishares Core Msci Eafe Etf core msci eafe (IEFA) 0.1 $381k 6.2k 61.11
Boeing Company (BA) 0.1 $333k 876.00 380.14
Lockheed Martin Corporation (LMT) 0.1 $339k 870.00 389.66
UnitedHealth (UNH) 0.1 $331k 1.5k 217.33
Celgene Corporation 0.1 $353k 3.6k 99.38
Schwab U S Broad Market ETF (SCHB) 0.1 $349k 4.9k 70.98
Mylan Nv 0.1 $351k 18k 19.81
Devon Energy Corporation (DVN) 0.1 $329k 14k 24.06
3M Company (MMM) 0.1 $328k 2.0k 164.41
Financial Select Sector SPDR (XLF) 0.1 $318k 11k 28.00
Vanguard High Dividend Yield ETF (VYM) 0.1 $325k 3.7k 88.65
Vanguard Health Care ETF (VHT) 0.1 $306k 1.8k 167.67
Laboratory Corp. of America Holdings 0.1 $279k 1.7k 168.07
Becton, Dickinson and (BDX) 0.1 $281k 1.1k 253.38
Schwab Strategic Tr us lrg cap etf (SCHX) 0.1 $283k 4.0k 70.95
Schwab Strategic Tr schwb fdt int sc (FNDC) 0.1 $286k 9.3k 30.75
American Airls (AAL) 0.1 $278k 10k 27.00
Starbucks Corporation (SBUX) 0.1 $258k 2.9k 88.27
Netflix (NFLX) 0.1 $263k 982.00 267.82
US Ecology 0.1 $265k 4.2k 63.86
Hewlett Packard Enterprise (HPE) 0.1 $258k 17k 15.18
Comcast Corporation (CMCSA) 0.1 $242k 5.4k 45.15
Vanguard Small-Cap ETF (VB) 0.1 $235k 1.5k 154.10
Dxc Technology (DXC) 0.1 $251k 8.5k 29.51
Texas Instruments Incorporated (TXN) 0.1 $219k 1.7k 129.13
Unilever 0.1 $212k 3.5k 59.97
Ford Motor Company (F) 0.1 $213k 23k 9.16
Marathon Oil Corporation (MRO) 0.1 $212k 17k 12.27
Schwab U S Small Cap ETF (SCHA) 0.1 $213k 3.1k 69.59
American Tower Reit (AMT) 0.1 $207k 936.00 221.15
Allergan 0.1 $203k 1.2k 168.46