River Wealth Advisors

River Wealth Advisors as of March 31, 2021

Portfolio Holdings for River Wealth Advisors

River Wealth Advisors holds 209 positions in its portfolio as reported in the March 2021 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Apple (AAPL) 4.3 $23M 187k 122.15
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 3.9 $21M 346k 60.68
Ishares Tr Russell 2000 Etf (IWM) 3.4 $18M 81k 220.94
Vanguard Index Fds Sml Cp Grw Etf (VBK) 3.1 $16M 60k 274.65
Ishares Tr Core S&p500 Etf (IVV) 2.9 $15M 39k 397.81
Microsoft Corporation (MSFT) 2.8 $15M 63k 235.77
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 2.7 $15M 173k 84.72
Spdr Ser Tr BLMBRG BRC CNVRT (CWB) 2.7 $15M 174k 83.35
Ishares Tr Rus Mid Cap Etf (IWR) 2.6 $14M 187k 73.93
Ishares Tr Msci Emg Mkt Etf (EEM) 2.5 $13M 250k 53.34
Amazon (AMZN) 2.0 $10M 3.4k 3094.15
Ishares Tr 0-5yr Invt Gr Cp (SLQD) 1.9 $10M 197k 51.78
Visa Com Cl A (V) 1.8 $9.6M 45k 211.73
Alphabet Cap Stk Cl A (GOOGL) 1.6 $8.8M 4.2k 2062.44
Walt Disney Company (DIS) 1.6 $8.5M 46k 184.51
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 1.5 $8.1M 156k 52.05
JPMorgan Chase & Co. (JPM) 1.5 $8.1M 53k 152.23
Stryker Corporation (SYK) 1.5 $7.9M 33k 243.58
Accenture Plc Ireland Shs Class A (ACN) 1.4 $7.4M 27k 276.25
Mastercard Incorporated Cl A (MA) 1.3 $6.9M 19k 356.05
Anthem (ELV) 1.3 $6.8M 19k 358.96
Vanguard Index Fds Extend Mkt Etf (VXF) 1.1 $6.1M 34k 176.90
Air Products & Chemicals (APD) 1.1 $6.1M 22k 281.33
Bank of America Corporation (BAC) 1.0 $5.3M 137k 38.69
Pepsi (PEP) 1.0 $5.2M 37k 141.45
Te Connectivity Reg Shs 0.9 $4.9M 38k 129.11
Lowe's Companies (LOW) 0.9 $4.9M 26k 190.16
Amgen (AMGN) 0.9 $4.6M 19k 248.78
Trane Technologies SHS (TT) 0.9 $4.6M 28k 165.54
Ishares Tr Msci Eafe Etf (EFA) 0.8 $4.5M 60k 75.87
Ishares Tr Core S&p Mcp Etf (IJH) 0.8 $4.5M 17k 260.29
PNC Financial Services (PNC) 0.8 $4.4M 25k 175.42
Ishares Tr S&p Mc 400vl Etf (IJJ) 0.8 $4.1M 40k 101.93
Truist Financial Corp equities (TFC) 0.8 $4.1M 70k 58.32
Eaton Corp SHS (ETN) 0.8 $4.0M 29k 138.28
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 0.8 $4.0M 49k 82.49
Arrow Electronics (ARW) 0.8 $4.0M 36k 110.81
Huntsman Corporation (HUN) 0.7 $3.9M 135k 28.83
Alphabet Cap Stk Cl C (GOOG) 0.7 $3.7M 1.8k 2068.87
Thermo Fisher Scientific (TMO) 0.7 $3.5M 7.8k 456.33
Carlisle Companies (CSL) 0.7 $3.5M 21k 164.58
Prologis (PLD) 0.6 $3.5M 33k 105.99
Danaher Corporation (DHR) 0.6 $3.4M 15k 225.06
Us Bancorp Del Com New (USB) 0.6 $3.4M 62k 55.31
Verizon Communications (VZ) 0.6 $3.4M 59k 58.15
Chevron Corporation (CVX) 0.6 $3.3M 31k 104.80
Fifth Third Ban (FITB) 0.6 $3.3M 87k 37.45
D.R. Horton (DHI) 0.6 $3.2M 36k 89.12
Home Depot (HD) 0.6 $3.2M 10k 305.27
Honeywell International (HON) 0.6 $3.1M 15k 217.06
Oracle Corporation (ORCL) 0.6 $3.1M 45k 70.17
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.6 $3.1M 9.8k 319.14
Facebook Cl A (META) 0.6 $3.1M 11k 294.49
Pulte (PHM) 0.6 $3.1M 58k 52.44
Linde SHS 0.6 $3.0M 11k 280.14
Schwab Strategic Tr Us Mid-cap Etf (SCHM) 0.6 $3.0M 40k 74.43
Capital One Financial (COF) 0.6 $3.0M 23k 127.24
Johnson & Johnson (JNJ) 0.6 $3.0M 18k 164.33
Constellation Brands Cl A (STZ) 0.5 $2.9M 13k 228.04
Zimmer Holdings (ZBH) 0.5 $2.8M 18k 160.11
Unilever Spon Adr New (UL) 0.5 $2.5M 46k 55.83
AmerisourceBergen (COR) 0.5 $2.5M 21k 118.09
CVS Caremark Corporation (CVS) 0.5 $2.5M 33k 75.22
Allegion Ord Shs (ALLE) 0.5 $2.4M 19k 125.60
Nike CL B (NKE) 0.4 $2.3M 17k 132.89
Rbc Cad (RY) 0.4 $2.2M 24k 92.19
Abbvie (ABBV) 0.4 $2.1M 20k 108.23
Chubb (CB) 0.4 $2.1M 14k 158.00
American Electric Power Company (AEP) 0.4 $2.0M 24k 84.70
Kearny Finl Corp Md (KRNY) 0.4 $2.0M 167k 12.08
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.4 $2.0M 5.5k 364.24
Ishares Tr Eafe Sml Cp Etf (SCZ) 0.4 $1.9M 27k 71.83
Parker-Hannifin Corporation (PH) 0.4 $1.9M 6.0k 315.42
Ishares Core Msci Emkt (IEMG) 0.4 $1.9M 29k 64.37
Ishares Tr Core S&p Scp Etf (IJR) 0.4 $1.9M 17k 108.54
Phillips 66 (PSX) 0.3 $1.8M 22k 81.53
Raytheon Technologies Corp (RTX) 0.3 $1.7M 23k 77.27
ConocoPhillips (COP) 0.3 $1.7M 33k 52.98
PPL Corporation (PPL) 0.3 $1.7M 60k 28.84
Qualcomm (QCOM) 0.3 $1.7M 13k 132.60
At&t (T) 0.3 $1.7M 56k 30.27
Marsh & McLennan Companies (MMC) 0.3 $1.7M 14k 121.79
UnitedHealth (UNH) 0.3 $1.7M 4.5k 372.05
Intel Corporation (INTC) 0.3 $1.7M 26k 64.01
S&p Global (SPGI) 0.3 $1.6M 4.6k 352.92
Ishares Tr Select Divid Etf (DVY) 0.3 $1.6M 14k 114.13
Dominion Resources (D) 0.3 $1.6M 21k 75.97
T. Rowe Price (TROW) 0.3 $1.6M 9.1k 171.54
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.3 $1.5M 3.7k 396.23
Colgate-Palmolive Company (CL) 0.3 $1.4M 18k 78.81
Ishares Tr Rus 1000 Etf (IWB) 0.3 $1.4M 6.1k 223.78
Global X Fds Rbtcs Artfl Inte (BOTZ) 0.3 $1.4M 41k 33.14
Deere & Company (DE) 0.2 $1.3M 3.5k 374.28
Toyota Motor Corp Sp Adr Rep2com (TM) 0.2 $1.3M 8.3k 156.04
Ishares Tr S&p Mc 400gr Etf (IJK) 0.2 $1.3M 17k 78.38
Norfolk Southern (NSC) 0.2 $1.3M 4.7k 268.57
NVIDIA Corporation (NVDA) 0.2 $1.2M 2.3k 533.92
Vanguard Tax-managed Intl Ftse Dev Mkt Etf (VEA) 0.2 $1.2M 25k 49.10
Caterpillar (CAT) 0.2 $1.1M 4.9k 231.91
Illinois Tool Works (ITW) 0.2 $1.1M 5.1k 221.42
Procter & Gamble Company (PG) 0.2 $1.1M 8.2k 135.46
Automatic Data Processing (ADP) 0.2 $1.1M 5.6k 188.44
Cisco Systems (CSCO) 0.2 $1.1M 21k 51.73
Citigroup Com New (C) 0.2 $1.1M 15k 72.75
Target Corporation (TGT) 0.2 $1.0M 5.3k 198.06
American Tower Reit (AMT) 0.2 $1.0M 4.2k 239.16
McDonald's Corporation (MCD) 0.2 $1.0M 4.5k 224.16
Nextera Energy (NEE) 0.2 $977k 13k 75.64
Digital Realty Trust (DLR) 0.2 $968k 6.9k 140.82
Masco Corporation (MAS) 0.2 $967k 16k 59.91
TJX Companies (TJX) 0.2 $952k 14k 66.13
Union Pacific Corporation (UNP) 0.2 $923k 4.2k 220.50
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.2 $897k 3.5k 255.41
Exxon Mobil Corporation (XOM) 0.2 $862k 15k 55.80
Varian Medical Systems 0.2 $857k 4.9k 176.48
Select Sector Spdr Tr Rl Est Sel Sec (XLRE) 0.2 $852k 22k 39.47
FedEx Corporation (FDX) 0.2 $831k 2.9k 283.91
Vanguard World Fds Inf Tech Etf (VGT) 0.2 $827k 2.3k 358.32
Avery Dennison Corporation (AVY) 0.2 $818k 4.5k 183.57
PPG Industries (PPG) 0.2 $817k 5.4k 150.35
Select Sector Spdr Tr Technology (XLK) 0.1 $799k 6.0k 132.86
Vanguard Index Fds Small Cp Etf (VB) 0.1 $770k 3.6k 214.01
Bristol Myers Squibb (BMY) 0.1 $761k 12k 63.12
Ingersoll Rand (IR) 0.1 $744k 15k 49.22
Select Sector Spdr Tr Energy (XLE) 0.1 $727k 15k 49.03
Pfizer (PFE) 0.1 $702k 19k 36.25
Coca-Cola Company (KO) 0.1 $687k 13k 52.69
Lam Research Corporation 0.1 $684k 1.1k 595.30
Merck & Co (MRK) 0.1 $666k 8.6k 77.12
Waste Management (WM) 0.1 $665k 5.2k 129.10
3M Company (MMM) 0.1 $658k 3.4k 192.62
Carrier Global Corporation (CARR) 0.1 $649k 15k 42.20
M&T Bank Corporation (MTB) 0.1 $617k 4.1k 151.60
Kimberly-Clark Corporation (KMB) 0.1 $617k 4.4k 139.00
Lockheed Martin Corporation (LMT) 0.1 $610k 1.7k 369.47
Ishares Tr National Mun Etf (MUB) 0.1 $596k 5.1k 115.95
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 0.1 $592k 6.2k 95.96
Discover Financial Services (DFS) 0.1 $584k 6.1k 95.05
Ishares Tr Core Us Aggbd Et (AGG) 0.1 $582k 5.1k 113.76
Comcast Corp Cl A (CMCSA) 0.1 $566k 11k 54.08
Quest Diagnostics Incorporated (DGX) 0.1 $562k 4.4k 128.34
Vanguard Scottsdale Fds Int-term Corp (VCIT) 0.1 $554k 6.0k 93.02
Laboratory Corp Amer Hldgs Com New 0.1 $553k 2.2k 254.84
V.F. Corporation (VFC) 0.1 $545k 6.8k 79.85
Select Sector Spdr Tr Sbi Cons Discr (XLY) 0.1 $531k 3.2k 167.93
Toll Brothers (TOL) 0.1 $524k 9.2k 56.77
Cummins (CMI) 0.1 $513k 2.0k 259.22
Select Sector Spdr Tr Sbi Int-finl (XLF) 0.1 $513k 15k 34.03
Otis Worldwide Corp (OTIS) 0.1 $481k 7.0k 68.50
Spdr Ser Tr S&p Divid Etf (SDY) 0.1 $476k 4.0k 118.06
C H Robinson Worldwide Com New (CHRW) 0.1 $471k 4.9k 95.36
Hersha Hospitality Tr Pr Shs Ben Int 0.1 $469k 45k 10.55
Vanguard World Mega Cap Index (MGC) 0.1 $457k 3.3k 140.31
Vanguard Whitehall Fds High Div Yld (VYM) 0.1 $444k 4.4k 101.19
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) 0.1 $442k 929.00 475.78
Netflix (NFLX) 0.1 $437k 838.00 521.48
Texas Instruments Incorporated (TXN) 0.1 $429k 2.3k 189.24
World Fuel Services Corporation (WKC) 0.1 $427k 4.1k 103.14
Moog Cl A (MOG.A) 0.1 $421k 5.1k 83.12
Schwab Strategic Tr Us Dividend Eq (SCHD) 0.1 $419k 5.7k 72.98
Schwab Strategic Tr Us Aggregate B (SCHZ) 0.1 $397k 7.4k 54.00
Northrop Grumman Corporation (NOC) 0.1 $393k 1.2k 323.99
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 0.1 $391k 4.0k 96.66
Schwab Strategic Tr Intl Eqty Etf (SCHF) 0.1 $390k 10k 37.60
ResMed (RMD) 0.1 $390k 2.0k 194.22
Starbucks Corporation (SBUX) 0.1 $390k 3.6k 109.21
Mccormick & Co Com Non Vtg (MKC) 0.1 $388k 4.4k 89.15
Vanguard World Fds Health Car Etf (VHT) 0.1 $385k 1.7k 228.49
Duke Energy Corp Com New (DUK) 0.1 $357k 3.7k 96.64
Select Sector Spdr Tr Sbi Int-inds (XLI) 0.1 $348k 3.5k 98.47
Fidelity Covington Trust Msci Info Tech I (FTEC) 0.1 $346k 3.3k 105.78
Wells Fargo & Company (WFC) 0.1 $344k 8.8k 39.06
Ishares Tr Core Msci Eafe (IEFA) 0.1 $337k 4.7k 71.99
Travelers Companies (TRV) 0.1 $330k 2.2k 150.62
Vanguard Index Fds Growth Etf (VUG) 0.1 $328k 1.3k 256.65
Dollar General (DG) 0.1 $319k 1.6k 202.93
Philip Morris International (PM) 0.1 $316k 3.6k 88.74
Metropcs Communications (TMUS) 0.1 $314k 2.5k 125.25
Schwab Strategic Tr Emrg Mkteq Etf (SCHE) 0.1 $313k 9.8k 31.79
McKesson Corporation (MCK) 0.1 $313k 1.6k 194.77
Costco Wholesale Corporation (COST) 0.1 $309k 877.00 352.34
General Dynamics Corporation (GD) 0.1 $300k 1.7k 181.38
Charles River Laboratories (CRL) 0.1 $299k 1.0k 289.73
Toronto Dominion Bk Ont Com New (TD) 0.1 $294k 4.5k 65.30
Vanguard Index Fds Mid Cap Etf (VO) 0.1 $291k 1.3k 221.29
Globe Life (GL) 0.1 $284k 2.9k 96.80
Nucor Corporation (NUE) 0.1 $283k 3.5k 80.31
Walgreen Boots Alliance (WBA) 0.1 $277k 5.0k 54.94
Paypal Holdings (PYPL) 0.1 $271k 1.1k 243.27
Becton, Dickinson and (BDX) 0.1 $269k 1.1k 242.78
Medtronic SHS (MDT) 0.0 $262k 2.2k 118.07
Wal-Mart Stores (WMT) 0.0 $259k 1.9k 136.03
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 0.0 $258k 2.6k 99.69
eBay (EBAY) 0.0 $254k 4.1k 61.29
Invesco Exch Traded Fd Tr Ii Kbw Regl Bkg (KBWR) 0.0 $246k 4.0k 61.04
Zebra Technologies Corporati Cl A (ZBRA) 0.0 $244k 502.00 486.06
Boeing Company (BA) 0.0 $240k 941.00 255.05
Emerson Electric (EMR) 0.0 $233k 2.6k 90.10
Fidelity Covington Trust Msci Finls Idx (FNCL) 0.0 $230k 4.7k 48.86
RPM International (RPM) 0.0 $221k 2.4k 91.89
Novartis Sponsored Adr (NVS) 0.0 $216k 2.5k 85.54
Broadridge Financial Solutions (BR) 0.0 $216k 1.4k 153.30
Brown & Brown (BRO) 0.0 $216k 4.7k 45.69
Fidelity Covington Trust Msci Hlth Care I (FHLC) 0.0 $214k 3.6k 58.90
Hp (HPQ) 0.0 $207k 6.5k 31.77
Arthur J. Gallagher & Co. (AJG) 0.0 $203k 1.6k 124.69
Public Service Enterprise (PEG) 0.0 $200k 3.3k 60.17
Hewlett Packard Enterprise (HPE) 0.0 $165k 11k 15.71
Geron Corporation (GERN) 0.0 $16k 10k 1.60