River Wealth Advisors

River Wealth Advisors as of Dec. 31, 2020

Portfolio Holdings for River Wealth Advisors

River Wealth Advisors holds 203 positions in its portfolio as reported in the December 2020 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Apple (AAPL) 5.2 $24M 182k 132.69
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 4.0 $19M 318k 58.36
Ishares Tr Russell 2000 Etf (IWM) 3.2 $15M 77k 196.06
Spdr Ser Tr BLMBRG BRC CNVRT (CWB) 3.0 $14M 168k 82.79
Microsoft Corporation (MSFT) 2.9 $14M 61k 222.42
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 2.7 $13M 144k 88.19
Ishares Tr Core S&p500 Etf (IVV) 2.7 $13M 33k 375.40
Ishares Tr Rus Mid Cap Etf (IWR) 2.5 $12M 172k 68.55
Amazon (AMZN) 2.3 $11M 3.3k 3257.06
Ishares Tr Msci Emg Mkt Etf (EEM) 2.3 $11M 205k 51.67
Visa Com Cl A (V) 2.1 $9.6M 44k 218.74
Ishares Tr 0-5yr Invt Gr Cp (SLQD) 1.8 $8.1M 155k 52.22
Walt Disney Company (DIS) 1.7 $8.1M 45k 181.18
Stryker Corporation (SYK) 1.7 $7.8M 32k 245.03
Vanguard Index Fds Sml Cp Grw Etf (VBK) 1.6 $7.2M 27k 267.66
Alphabet Cap Stk Cl A (GOOGL) 1.5 $7.2M 4.1k 1752.75
Mastercard Incorporated Cl A (MA) 1.5 $7.0M 20k 356.95
JPMorgan Chase & Co. (JPM) 1.4 $6.7M 53k 127.08
Accenture Plc Ireland Shs Class A (ACN) 1.4 $6.5M 25k 261.21
Anthem (ELV) 1.3 $5.9M 18k 321.11
Air Products & Chemicals (APD) 1.3 $5.8M 21k 273.23
Vanguard Index Fds Extend Mkt Etf (VXF) 1.2 $5.4M 33k 164.67
Pepsi (PEP) 1.1 $5.2M 35k 148.29
Te Connectivity Reg Shs 1.0 $4.6M 38k 121.06
Amgen (AMGN) 0.9 $4.2M 18k 229.92
Ishares Tr Msci Eafe Etf (EFA) 0.9 $4.2M 57k 72.95
Bank of America Corporation (BAC) 0.9 $4.1M 135k 30.31
Trane Technologies SHS (TT) 0.9 $4.0M 28k 145.15
Lowe's Companies (LOW) 0.9 $4.0M 25k 160.51
Ishares Tr Core S&p Mcp Etf (IJH) 0.9 $4.0M 17k 229.85
PNC Financial Services (PNC) 0.8 $3.8M 25k 149.00
Arrow Electronics (ARW) 0.8 $3.6M 38k 97.31
Truist Financial Corp equities (TFC) 0.8 $3.5M 73k 47.93
Ishares Tr S&p Mc 400vl Etf (IJJ) 0.8 $3.5M 41k 86.29
Danaher Corporation (DHR) 0.7 $3.5M 16k 222.14
Thermo Fisher Scientific (TMO) 0.7 $3.4M 7.3k 465.75
Huntsman Corporation (HUN) 0.7 $3.4M 135k 25.14
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 0.7 $3.3M 40k 83.25
Eaton Corp SHS (ETN) 0.7 $3.3M 28k 120.15
Verizon Communications (VZ) 0.7 $3.3M 56k 58.75
Alphabet Cap Stk Cl C (GOOG) 0.7 $3.2M 1.8k 1752.06
Prologis (PLD) 0.7 $3.1M 32k 99.66
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.7 $3.1M 9.8k 313.72
Carlisle Companies (CSL) 0.7 $3.0M 19k 156.19
Honeywell International (HON) 0.6 $3.0M 14k 212.70
Oracle Corporation (ORCL) 0.6 $2.9M 45k 64.69
Facebook Cl A (META) 0.6 $2.9M 11k 273.15
Linde SHS 0.6 $2.9M 11k 263.54
Schwab Strategic Tr Us Mid-cap Etf (SCHM) 0.6 $2.9M 42k 68.18
Home Depot (HD) 0.6 $2.8M 11k 265.66
Us Bancorp Del Com New (USB) 0.6 $2.8M 60k 46.58
Johnson & Johnson (JNJ) 0.6 $2.8M 18k 157.37
Unilever Spon Adr New (UL) 0.6 $2.7M 45k 60.36
Constellation Brands Cl A (STZ) 0.6 $2.6M 12k 219.02
Chevron Corporation (CVX) 0.6 $2.6M 31k 84.43
Pulte (PHM) 0.6 $2.6M 59k 43.12
Zimmer Holdings (ZBH) 0.6 $2.5M 17k 154.11
Allegion Ord Shs (ALLE) 0.5 $2.4M 21k 116.40
Fifth Third Ban (FITB) 0.5 $2.3M 84k 27.57
D.R. Horton (DHI) 0.5 $2.3M 34k 68.93
Nike CL B (NKE) 0.5 $2.3M 16k 141.48
Capital One Financial (COF) 0.5 $2.2M 22k 98.84
Chubb (CB) 0.5 $2.2M 14k 153.94
AmerisourceBergen (COR) 0.5 $2.1M 22k 97.74
CVS Caremark Corporation (CVS) 0.4 $2.0M 29k 68.29
Abbvie (ABBV) 0.4 $1.9M 18k 107.16
American Electric Power Company (AEP) 0.4 $1.9M 23k 83.27
Rbc Cad (RY) 0.4 $1.9M 23k 82.04
Kearny Finl Corp Md (KRNY) 0.4 $1.8M 167k 10.56
Ishares Tr Eafe Sml Cp Etf (SCZ) 0.4 $1.7M 25k 68.36
Ishares Core Msci Emkt (IEMG) 0.4 $1.7M 28k 62.03
Parker-Hannifin Corporation (PH) 0.4 $1.7M 6.2k 272.34
Dominion Resources (D) 0.4 $1.6M 22k 75.19
PPL Corporation (PPL) 0.3 $1.6M 57k 28.20
Raytheon Technologies Corp (RTX) 0.3 $1.6M 22k 71.52
S&p Global (SPGI) 0.3 $1.6M 4.8k 328.64
Phillips 66 (PSX) 0.3 $1.5M 22k 69.92
Colgate-Palmolive Company (CL) 0.3 $1.5M 17k 85.53
UnitedHealth (UNH) 0.3 $1.5M 4.2k 350.78
At&t (T) 0.3 $1.5M 51k 28.76
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.3 $1.4M 4.2k 343.76
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.3 $1.4M 3.8k 373.80
Ishares Tr Select Divid Etf (DVY) 0.3 $1.4M 14k 96.19
T. Rowe Price (TROW) 0.3 $1.4M 9.2k 151.43
Ishares Tr Core S&p Scp Etf (IJR) 0.3 $1.4M 15k 91.92
Ishares Tr Rus 1000 Etf (IWB) 0.3 $1.3M 6.2k 211.80
Marsh & McLennan Companies (MMC) 0.3 $1.3M 11k 117.01
Toyota Motor Corp Sp Adr Rep2com (TM) 0.3 $1.3M 8.4k 154.63
ConocoPhillips (COP) 0.3 $1.3M 32k 39.98
Intel Corporation (INTC) 0.3 $1.3M 25k 49.81
Qualcomm (QCOM) 0.3 $1.2M 8.0k 152.33
NVIDIA Corporation (NVDA) 0.3 $1.2M 2.3k 522.32
Procter & Gamble Company (PG) 0.3 $1.2M 8.6k 139.15
Vanguard Tax-managed Intl Ftse Dev Mkt Etf (VEA) 0.3 $1.2M 25k 47.20
Ishares Tr S&p Mc 400gr Etf (IJK) 0.3 $1.2M 16k 72.21
Norfolk Southern (NSC) 0.2 $1.1M 4.7k 237.66
Global X Fds Rbtcs Artfl Inte (BOTZ) 0.2 $1.1M 33k 33.12
Illinois Tool Works (ITW) 0.2 $1.1M 5.2k 203.87
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.2 $1.1M 21k 50.13
Automatic Data Processing (ADP) 0.2 $1.0M 5.9k 176.16
Nextera Energy (NEE) 0.2 $1.0M 13k 77.11
Deere & Company (DE) 0.2 $973k 3.6k 269.01
Target Corporation (TGT) 0.2 $951k 5.4k 176.60
Masco Corporation (MAS) 0.2 $924k 17k 54.92
Caterpillar (CAT) 0.2 $902k 5.0k 181.96
Citigroup Com New (C) 0.2 $892k 15k 61.68
TJX Companies (TJX) 0.2 $866k 13k 68.27
McDonald's Corporation (MCD) 0.2 $859k 4.0k 214.48
Cisco Systems (CSCO) 0.2 $852k 19k 44.74
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.2 $836k 3.6k 231.84
Vanguard World Fds Inf Tech Etf (VGT) 0.2 $822k 2.3k 353.85
PPG Industries (PPG) 0.2 $814k 5.6k 144.17
Digital Realty Trust (DLR) 0.2 $801k 5.7k 139.45
American Tower Reit (AMT) 0.2 $786k 3.5k 224.38
Select Sector Spdr Tr Technology (XLK) 0.2 $782k 6.0k 130.01
Union Pacific Corporation (UNP) 0.2 $770k 3.7k 208.33
Varian Medical Systems 0.2 $741k 4.2k 175.01
Ingersoll Rand (IR) 0.2 $737k 16k 45.56
FedEx Corporation (FDX) 0.2 $720k 2.8k 259.65
Select Sector Spdr Tr Rl Est Sel Sec (XLRE) 0.2 $715k 20k 36.54
Pfizer (PFE) 0.2 $702k 19k 36.79
Bristol Myers Squibb (BMY) 0.1 $650k 11k 62.01
Merck & Co (MRK) 0.1 $649k 7.9k 81.84
Avery Dennison Corporation (AVY) 0.1 $646k 4.2k 155.06
Coca-Cola Company (KO) 0.1 $638k 12k 54.80
Kimberly-Clark Corporation (KMB) 0.1 $633k 4.7k 134.82
Boeing Company (BA) 0.1 $630k 2.9k 213.92
Exxon Mobil Corporation (XOM) 0.1 $624k 15k 41.24
Ishares Tr Core Us Aggbd Et (AGG) 0.1 $622k 5.3k 118.21
Vanguard Index Fds Small Cp Etf (VB) 0.1 $594k 3.1k 194.63
3M Company (MMM) 0.1 $592k 3.4k 174.84
Ishares Tr National Mun Etf (MUB) 0.1 $567k 4.8k 117.12
Select Sector Spdr Tr Energy (XLE) 0.1 $549k 15k 37.92
V.F. Corporation (VFC) 0.1 $536k 6.3k 85.36
Lockheed Martin Corporation (LMT) 0.1 $535k 1.5k 355.25
M&T Bank Corporation (MTB) 0.1 $531k 4.2k 127.19
Quest Diagnostics Incorporated (DGX) 0.1 $513k 4.3k 119.19
Waste Management (WM) 0.1 $510k 4.3k 118.00
Select Sector Spdr Tr Sbi Cons Discr (XLY) 0.1 $508k 3.2k 160.66
Discover Financial Services (DFS) 0.1 $493k 5.4k 90.48
Carrier Global Corporation (CARR) 0.1 $489k 13k 37.70
Lam Research Corporation 0.1 $489k 1.0k 472.01
Cummins (CMI) 0.1 $481k 2.1k 226.99
Comcast Corp Cl A (CMCSA) 0.1 $476k 9.1k 52.38
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 0.1 $474k 5.2k 90.93
Otis Worldwide Corp (OTIS) 0.1 $463k 6.9k 67.58
Netflix (NFLX) 0.1 $463k 856.00 540.89
Select Sector Spdr Tr Sbi Int-finl (XLF) 0.1 $440k 15k 29.45
Laboratory Corp Amer Hldgs Com New 0.1 $438k 2.2k 203.72
Schwab Strategic Tr Us Aggregate B (SCHZ) 0.1 $436k 7.8k 56.08
Vanguard World Mega Cap Index (MGC) 0.1 $435k 3.3k 133.56
Spdr Ser Tr S&p Divid Etf (SDY) 0.1 $427k 4.0k 105.90
C H Robinson Worldwide Com New (CHRW) 0.1 $410k 4.4k 93.95
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) 0.1 $408k 970.00 420.62
Moog Cl A (MOG.A) 0.1 $403k 5.1k 79.21
Toll Brothers (TOL) 0.1 $401k 9.2k 43.45
Vanguard Whitehall Fds High Div Yld (VYM) 0.1 $401k 4.4k 91.51
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 0.1 $387k 4.3k 90.91
Starbucks Corporation (SBUX) 0.1 $385k 3.6k 107.06
Vanguard World Fds Health Car Etf (VHT) 0.1 $377k 1.7k 223.74
Texas Instruments Incorporated (TXN) 0.1 $371k 2.3k 164.09
Northrop Grumman Corporation (NOC) 0.1 $370k 1.2k 305.03
Schwab Strategic Tr Us Dividend Eq (SCHD) 0.1 $368k 5.7k 64.10
ResMed (RMD) 0.1 $353k 1.7k 212.27
Schwab Strategic Tr Intl Eqty Etf (SCHF) 0.1 $353k 9.8k 36.05
Hersha Hospitality Tr Pr Shs Ben Int 0.1 $345k 44k 7.90
World Fuel Services Corporation (WKC) 0.1 $345k 3.6k 94.86
Duke Energy Corp Com New (DUK) 0.1 $344k 3.8k 91.49
Travelers Companies (TRV) 0.1 $340k 2.4k 140.26
Ishares Tr Core Msci Eafe (IEFA) 0.1 $338k 4.9k 69.12
Fidelity Covington Trust Msci Info Tech I (FTEC) 0.1 $326k 3.1k 104.45
Mccormick & Co Com Non Vtg (MKC) 0.1 $314k 3.3k 95.50
Select Sector Spdr Tr Sbi Int-inds (XLI) 0.1 $313k 3.5k 88.57
Costco Wholesale Corporation (COST) 0.1 $301k 799.00 376.72
Dollar General (DG) 0.1 $297k 1.4k 210.34
Schwab Strategic Tr Emrg Mkteq Etf (SCHE) 0.1 $293k 9.6k 30.67
Medtronic SHS (MDT) 0.1 $285k 2.4k 117.09
Becton, Dickinson and (BDX) 0.1 $284k 1.1k 250.00
Vanguard Index Fds Growth Etf (VUG) 0.1 $273k 1.1k 253.25
Metropcs Communications (TMUS) 0.1 $273k 2.0k 134.68
Vanguard Index Fds Mid Cap Etf (VO) 0.1 $272k 1.3k 206.84
Philip Morris International (PM) 0.1 $269k 3.2k 82.82
Wells Fargo & Company (WFC) 0.1 $269k 8.9k 30.21
Vanguard Scottsdale Fds Int-term Corp (VCIT) 0.1 $268k 2.8k 97.28
McKesson Corporation (MCK) 0.1 $259k 1.5k 173.71
International Business Machines (IBM) 0.1 $256k 2.0k 125.92
Toronto Dominion Bk Ont Com New (TD) 0.1 $253k 4.5k 56.51
Paypal Holdings (PYPL) 0.1 $245k 1.0k 234.67
Invesco Exch Traded Fd Tr Ii Kbw Regl Bkg (KBWR) 0.1 $243k 5.1k 47.35
Globe Life (GL) 0.1 $243k 2.6k 94.85
General Dynamics Corporation (GD) 0.1 $238k 1.6k 148.75
Chemocentryx 0.1 $235k 3.8k 61.84
Novartis Sponsored Adr (NVS) 0.0 $229k 2.4k 94.43
Charles River Laboratories (CRL) 0.0 $223k 892.00 250.00
RPM International (RPM) 0.0 $219k 2.4k 90.87
Wal-Mart Stores (WMT) 0.0 $214k 1.5k 144.11
Emerson Electric (EMR) 0.0 $207k 2.6k 80.33
Brown & Brown (BRO) 0.0 $206k 4.3k 47.48
Arthur J. Gallagher & Co. (AJG) 0.0 $206k 1.7k 123.58
Ishares Tr Iboxx Inv Cp Etf (LQD) 0.0 $205k 1.5k 137.86
Fidelity Covington Trust Msci Finls Idx (FNCL) 0.0 $202k 4.8k 42.29
Fidelity Covington Trust Msci Hlth Care I (FHLC) 0.0 $200k 3.5k 57.62
Hewlett Packard Enterprise (HPE) 0.0 $130k 11k 11.81