River Wealth Advisors

River Wealth Advisors as of June 30, 2021

Portfolio Holdings for River Wealth Advisors

River Wealth Advisors holds 213 positions in its portfolio as reported in the June 2021 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Apple (AAPL) 4.5 $26M 187k 136.96
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 3.9 $22M 353k 63.39
Ishares Tr Russell 2000 Etf (IWM) 3.3 $19M 83k 229.37
Ishares Tr Core S&p500 Etf (IVV) 3.1 $18M 41k 429.91
Vanguard Index Fds Sml Cp Grw Etf (VBK) 3.0 $17M 60k 289.79
Microsoft Corporation (MSFT) 3.0 $17M 64k 270.90
Spdr Ser Tr BLMBRG BRC CNVRT (CWB) 2.7 $16M 179k 86.73
Ishares Tr Rus Mid Cap Etf (IWR) 2.6 $15M 190k 79.24
Ishares Tr Msci Emg Mkt Etf (EEM) 2.6 $15M 272k 55.15
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 2.6 $15M 174k 85.89
Amazon (AMZN) 2.0 $12M 3.4k 3440.28
Ishares Tr 0-5yr Invt Gr Cp (SLQD) 2.0 $11M 219k 51.83
Visa Com Cl A (V) 1.9 $11M 46k 233.81
Alphabet Cap Stk Cl A (GOOGL) 1.8 $10M 4.2k 2441.68
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 1.5 $8.5M 157k 54.31
Stryker Corporation (SYK) 1.5 $8.5M 33k 259.74
Walt Disney Company (DIS) 1.5 $8.3M 47k 175.78
JPMorgan Chase & Co. (JPM) 1.4 $8.3M 53k 155.54
Accenture Plc Ireland Shs Class A (ACN) 1.4 $8.1M 28k 294.78
Anthem (ELV) 1.3 $7.3M 19k 381.80
Mastercard Incorporated Cl A (MA) 1.2 $7.0M 19k 365.07
Vanguard Index Fds Extend Mkt Etf (VXF) 1.1 $6.5M 35k 188.59
Air Products & Chemicals (APD) 1.1 $6.2M 21k 287.71
Bank of America Corporation (BAC) 1.0 $5.7M 138k 41.23
Pepsi (PEP) 1.0 $5.5M 37k 148.16
Te Connectivity Reg Shs 0.9 $5.2M 38k 135.22
Trane Technologies SHS (TT) 0.9 $5.1M 28k 184.14
Lowe's Companies (LOW) 0.9 $5.1M 26k 193.99
Ishares Tr Msci Eafe Etf (EFA) 0.8 $4.8M 61k 78.89
PNC Financial Services (PNC) 0.8 $4.8M 25k 190.77
Ishares Tr Core S&p Mcp Etf (IJH) 0.8 $4.7M 17k 268.74
Amgen (AMGN) 0.8 $4.6M 19k 243.72
Alphabet Cap Stk Cl C (GOOG) 0.8 $4.4M 1.8k 2506.20
Eaton Corp SHS (ETN) 0.8 $4.4M 30k 148.17
Ishares Tr S&p Mc 400vl Etf (IJJ) 0.7 $4.2M 40k 105.33
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 0.7 $4.1M 50k 82.71
Carlisle Companies (CSL) 0.7 $4.1M 21k 191.40
Danaher Corporation (DHR) 0.7 $4.1M 15k 268.39
Thermo Fisher Scientific (TMO) 0.7 $4.0M 8.0k 504.44
Arrow Electronics (ARW) 0.7 $4.0M 35k 113.82
Prologis (PLD) 0.7 $3.9M 33k 119.52
Truist Financial Corp equities (TFC) 0.6 $3.7M 67k 55.50
Capital One Financial (COF) 0.6 $3.6M 24k 154.68
Facebook Cl A (META) 0.6 $3.6M 10k 347.70
Us Bancorp Del Com New (USB) 0.6 $3.6M 62k 56.96
Huntsman Corporation (HUN) 0.6 $3.5M 132k 26.52
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.6 $3.5M 9.8k 354.39
D.R. Horton (DHI) 0.6 $3.4M 38k 90.36
Oracle Corporation (ORCL) 0.6 $3.4M 44k 77.85
Home Depot (HD) 0.6 $3.3M 10k 318.89
Fifth Third Ban (FITB) 0.6 $3.3M 87k 38.23
Honeywell International (HON) 0.6 $3.2M 15k 219.34
Chevron Corporation (CVX) 0.6 $3.2M 31k 104.75
Schwab Strategic Tr Us Mid-cap Etf (SCHM) 0.5 $3.1M 40k 78.27
Constellation Brands Cl A (STZ) 0.5 $3.1M 13k 233.92
Pulte (PHM) 0.5 $3.1M 57k 54.57
Linde SHS 0.5 $3.1M 11k 289.06
Johnson & Johnson (JNJ) 0.5 $3.0M 18k 164.73
Verizon Communications (VZ) 0.5 $3.0M 54k 56.02
Zimmer Holdings (ZBH) 0.5 $2.9M 18k 160.83
Nike CL B (NKE) 0.5 $2.9M 19k 154.48
CVS Caremark Corporation (CVS) 0.5 $2.8M 34k 83.44
Allegion Ord Shs (ALLE) 0.5 $2.7M 20k 139.32
Unilever Spon Adr New (UL) 0.5 $2.7M 46k 58.49
AmerisourceBergen (COR) 0.4 $2.4M 21k 114.49
Rbc Cad (RY) 0.4 $2.4M 24k 101.30
Abbvie (ABBV) 0.4 $2.3M 21k 112.62
Qualcomm (QCOM) 0.4 $2.2M 15k 142.92
Chubb (CB) 0.4 $2.1M 13k 158.96
Ishares Tr Core S&p Scp Etf (IJR) 0.4 $2.1M 19k 113.00
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.4 $2.1M 5.3k 393.54
ConocoPhillips (COP) 0.4 $2.1M 34k 60.91
American Electric Power Company (AEP) 0.4 $2.1M 24k 84.58
Marsh & McLennan Companies (MMC) 0.4 $2.0M 15k 140.70
Ishares Core Msci Emkt (IEMG) 0.4 $2.0M 30k 67.00
Kearny Finl Corp Md (KRNY) 0.3 $2.0M 167k 11.95
Ishares Tr Eafe Sml Cp Etf (SCZ) 0.3 $2.0M 27k 74.16
Raytheon Technologies Corp (RTX) 0.3 $1.9M 23k 85.31
Phillips 66 (PSX) 0.3 $1.9M 22k 85.84
S&p Global (SPGI) 0.3 $1.9M 4.5k 410.36
Parker-Hannifin Corporation (PH) 0.3 $1.9M 6.1k 307.07
UnitedHealth (UNH) 0.3 $1.8M 4.6k 400.48
PPL Corporation (PPL) 0.3 $1.8M 63k 27.97
NVIDIA Corporation (NVDA) 0.3 $1.7M 2.2k 800.18
T. Rowe Price (TROW) 0.3 $1.7M 8.8k 198.02
Ishares Tr Select Divid Etf (DVY) 0.3 $1.6M 14k 116.63
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.3 $1.6M 3.7k 428.11
Global X Fds Rbtcs Artfl Inte (BOTZ) 0.3 $1.6M 45k 34.94
Dominion Resources (D) 0.3 $1.5M 21k 73.57
Toyota Motor Corp Sp Adr Rep2com (TM) 0.3 $1.5M 8.6k 174.90
Ishares Tr Rus 1000 Etf (IWB) 0.3 $1.5M 6.1k 242.02
Colgate-Palmolive Company (CL) 0.3 $1.5M 18k 81.34
Intel Corporation (INTC) 0.3 $1.5M 26k 56.15
Vanguard Tax-managed Intl Ftse Dev Mkt Etf (VEA) 0.2 $1.4M 28k 51.51
Ishares Tr S&p Mc 400gr Etf (IJK) 0.2 $1.3M 17k 80.92
Target Corporation (TGT) 0.2 $1.3M 5.2k 241.71
Norfolk Southern (NSC) 0.2 $1.2M 4.7k 265.37
Comcast Corp Cl A (CMCSA) 0.2 $1.2M 22k 57.01
American Tower Reit (AMT) 0.2 $1.2M 4.5k 270.11
Digital Realty Trust (DLR) 0.2 $1.2M 7.7k 150.44
Illinois Tool Works (ITW) 0.2 $1.1M 5.1k 223.66
At&t (T) 0.2 $1.1M 39k 28.77
Cisco Systems (CSCO) 0.2 $1.1M 21k 52.99
Procter & Gamble Company (PG) 0.2 $1.1M 8.2k 134.87
Automatic Data Processing (ADP) 0.2 $1.1M 5.4k 198.62
Deere & Company (DE) 0.2 $1.1M 3.0k 352.71
Nextera Energy (NEE) 0.2 $1.1M 14k 73.30
Citigroup Com New (C) 0.2 $1.0M 15k 70.75
Caterpillar (CAT) 0.2 $1.0M 4.7k 217.62
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.2 $1.0M 3.6k 277.98
Select Sector Spdr Tr Rl Est Sel Sec (XLRE) 0.2 $1.0M 23k 44.31
McDonald's Corporation (MCD) 0.2 $999k 4.3k 230.98
TJX Companies (TJX) 0.2 $978k 15k 67.40
Avery Dennison Corporation (AVY) 0.2 $972k 4.6k 210.34
Masco Corporation (MAS) 0.2 $958k 16k 58.93
Vanguard World Fds Inf Tech Etf (VGT) 0.2 $941k 2.4k 398.90
Union Pacific Corporation (UNP) 0.2 $929k 4.2k 219.99
PPG Industries (PPG) 0.2 $907k 5.3k 169.82
Select Sector Spdr Tr Technology (XLK) 0.2 $883k 6.0k 147.61
FedEx Corporation (FDX) 0.1 $854k 2.9k 298.50
Vanguard Index Fds Small Cp Etf (VB) 0.1 $820k 3.6k 225.27
Select Sector Spdr Tr Energy (XLE) 0.1 $801k 15k 53.86
Lam Research Corporation 0.1 $785k 1.2k 650.91
Carrier Global Corporation (CARR) 0.1 $759k 16k 48.59
Waste Management (WM) 0.1 $748k 5.3k 140.05
Discover Financial Services (DFS) 0.1 $738k 6.2k 118.35
Ingersoll Rand (IR) 0.1 $730k 15k 48.79
Pfizer (PFE) 0.1 $697k 18k 39.14
3M Company (MMM) 0.1 $682k 3.4k 198.66
Exxon Mobil Corporation (XOM) 0.1 $669k 11k 63.07
Lockheed Martin Corporation (LMT) 0.1 $667k 1.8k 378.55
Merck & Co (MRK) 0.1 $653k 8.4k 77.78
Vanguard Scottsdale Fds Int-term Corp (VCIT) 0.1 $614k 6.5k 95.13
Quest Diagnostics Incorporated (DGX) 0.1 $608k 4.6k 131.92
Laboratory Corp Amer Hldgs Com New 0.1 $605k 2.2k 275.63
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 0.1 $598k 5.7k 104.05
M&T Bank Corporation (MTB) 0.1 $589k 4.1k 145.25
Otis Worldwide Corp (OTIS) 0.1 $584k 7.1k 81.82
Kimberly-Clark Corporation (KMB) 0.1 $577k 4.3k 133.69
Select Sector Spdr Tr Financial (XLF) 0.1 $576k 16k 36.66
Select Sector Spdr Tr Sbi Cons Discr (XLY) 0.1 $573k 3.2k 178.62
Ishares Tr Core Us Aggbd Et (AGG) 0.1 $561k 4.9k 115.38
V.F. Corporation (VFC) 0.1 $550k 6.7k 81.99
Toll Brothers (TOL) 0.1 $538k 9.3k 57.82
Coca-Cola Company (KO) 0.1 $532k 9.8k 54.11
Bristol Myers Squibb (BMY) 0.1 $530k 7.9k 66.76
ResMed (RMD) 0.1 $502k 2.0k 246.32
Cummins (CMI) 0.1 $494k 2.0k 243.95
Spdr Ser Tr S&p Divid Etf (SDY) 0.1 $494k 4.0k 122.28
C H Robinson Worldwide Com New (CHRW) 0.1 $478k 5.1k 93.65
Hersha Hospitality Tr Pr Shs Ben Int 0.1 $478k 45k 10.75
Vanguard Whitehall Fds High Div Yld (VYM) 0.1 $461k 4.4k 104.87
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) 0.1 $456k 929.00 490.85
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 0.1 $451k 4.3k 104.35
Schwab Strategic Tr Intl Eqty Etf (SCHF) 0.1 $450k 11k 39.47
World Fuel Services Corporation (WKC) 0.1 $448k 4.1k 109.80
Ishares Tr National Mun Etf (MUB) 0.1 $445k 3.8k 117.07
Schwab Strategic Tr Us Dividend Eq (SCHD) 0.1 $440k 5.8k 75.61
Netflix (NFLX) 0.1 $439k 832.00 527.64
Texas Instruments Incorporated (TXN) 0.1 $437k 2.3k 192.43
Moog Cl A (MOG.A) 0.1 $420k 5.0k 84.13
Metropcs Communications (TMUS) 0.1 $419k 2.9k 144.93
Vanguard World Fds Health Car Etf (VHT) 0.1 $416k 1.7k 246.88
Mccormick & Co Com Non Vtg (MKC) 0.1 $407k 4.6k 88.25
Fidelity Covington Trust Msci Info Tech I (FTEC) 0.1 $402k 3.4k 117.89
Vanguard Index Fds Growth Etf (VUG) 0.1 $402k 1.4k 286.53
Wells Fargo & Company (WFC) 0.1 $399k 8.8k 45.28
Summit Matls Cl A (SUM) 0.1 $397k 11k 34.89
Starbucks Corporation (SBUX) 0.1 $395k 3.5k 111.90
Charles River Laboratories (CRL) 0.1 $389k 1.1k 369.77
Costco Wholesale Corporation (COST) 0.1 $388k 981.00 395.51
Vanguard World Mega Cap Index (MGC) 0.1 $374k 2.5k 152.22
Schwab Strategic Tr Us Aggregate B (SCHZ) 0.1 $373k 6.8k 54.60
Ishares Tr Core Msci Eafe (IEFA) 0.1 $357k 4.8k 74.76
Duke Energy Corp Com New (DUK) 0.1 $349k 3.5k 98.78
Select Sector Spdr Tr Sbi Int-inds (XLI) 0.1 $346k 3.4k 102.52
Schwab Strategic Tr Emrg Mkteq Etf (SCHE) 0.1 $331k 10k 32.88
Travelers Companies (TRV) 0.1 $328k 2.2k 149.70
Paypal Holdings (PYPL) 0.1 $325k 1.1k 291.74
McKesson Corporation (MCK) 0.1 $320k 1.7k 191.39
Vanguard Index Fds Mid Cap Etf (VO) 0.1 $312k 1.3k 237.62
General Dynamics Corporation (GD) 0.1 $311k 1.7k 188.03
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 0.1 $305k 2.9k 104.06
Nucor Corporation (NUE) 0.1 $301k 3.1k 95.95
Toronto Dominion Bk Ont Com New (TD) 0.1 $293k 4.2k 70.15
Globe Life (GL) 0.1 $291k 3.1k 95.28
eBay (EBAY) 0.0 $284k 4.0k 70.24
Zebra Technologies Corporati Cl A (ZBRA) 0.0 $279k 527.00 529.41
Wal-Mart Stores (WMT) 0.0 $270k 1.9k 140.99
Medtronic SHS (MDT) 0.0 $268k 2.2k 124.02
Becton, Dickinson and (BDX) 0.0 $266k 1.1k 242.92
Brown & Brown (BRO) 0.0 $260k 4.9k 53.09
Dollar General (DG) 0.0 $259k 1.2k 216.01
Emerson Electric (EMR) 0.0 $252k 2.6k 96.40
Novartis Sponsored Adr (NVS) 0.0 $247k 2.7k 91.28
Fidelity Covington Trust Msci Hlth Care I (FHLC) 0.0 $243k 3.8k 63.68
Arthur J. Gallagher & Co. (AJG) 0.0 $238k 1.7k 140.25
Walgreen Boots Alliance (WBA) 0.0 $234k 4.4k 52.64
Boeing Company (BA) 0.0 $230k 961.00 239.33
Broadridge Financial Solutions (BR) 0.0 $228k 1.4k 161.82
Fidelity Covington Trust Msci Finls Idx (FNCL) 0.0 $228k 4.3k 52.43
Invesco Exch Traded Fd Tr Ii Kbw Regl Bkg (KBWR) 0.0 $222k 3.7k 59.73
Lululemon Athletica (LULU) 0.0 $221k 605.00 365.29
Fidelity Covington Trust Msci Consm Dis (FDIS) 0.0 $216k 2.7k 80.96
Synopsys (SNPS) 0.0 $214k 775.00 276.13
RPM International (RPM) 0.0 $213k 2.4k 88.57
Vanguard World Fds Comm Srvc Etf (VOX) 0.0 $212k 1.5k 143.73
Goldman Sachs (GS) 0.0 $209k 551.00 379.31
Genuine Parts Company (GPC) 0.0 $208k 1.6k 126.52
Ishares Tr Iboxx Inv Cp Etf (LQD) 0.0 $208k 1.6k 134.11
Hp (HPQ) 0.0 $202k 6.7k 30.24
International Business Machines (IBM) 0.0 $201k 1.4k 146.72
Geron Corporation (GERN) 0.0 $14k 10k 1.40