River Wealth Advisors

River Wealth Advisors as of Sept. 30, 2021

Portfolio Holdings for River Wealth Advisors

River Wealth Advisors holds 216 positions in its portfolio as reported in the September 2021 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Apple (AAPL) 4.5 $27M 187k 141.50
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 4.0 $23M 384k 60.96
Ishares Tr Russell 2000 Etf (IWM) 3.3 $19M 88k 218.75
Ishares Tr Core S&p500 Etf (IVV) 3.2 $19M 43k 430.81
Microsoft Corporation (MSFT) 3.1 $18M 65k 281.91
Vanguard Index Fds Sml Cp Grw Etf (VBK) 2.9 $17M 60k 280.17
Ishares Tr Rus Mid Cap Etf (IWR) 2.7 $16M 202k 78.22
Spdr Ser Tr BLMBRG BRC CNVRT (CWB) 2.7 $16M 184k 85.35
Ishares Tr Msci Emg Mkt Etf (EEM) 2.6 $15M 297k 50.38
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 2.6 $15M 175k 85.45
Ishares Tr 0-5yr Invt Gr Cp (SLQD) 2.1 $12M 240k 51.68
Alphabet Cap Stk Cl A (GOOGL) 2.0 $12M 4.3k 2673.58
Amazon (AMZN) 2.0 $12M 3.5k 3285.26
Visa Com Cl A (V) 1.8 $11M 47k 222.75
Accenture Plc Ireland Shs Class A (ACN) 1.6 $9.1M 29k 319.91
JPMorgan Chase & Co. (JPM) 1.5 $8.9M 54k 163.70
Stryker Corporation (SYK) 1.5 $8.8M 33k 263.71
Walt Disney Company (DIS) 1.4 $8.3M 49k 169.18
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 1.4 $7.9M 158k 50.01
Anthem (ELV) 1.2 $7.3M 20k 372.79
Mastercard Incorporated Cl A (MA) 1.1 $6.6M 19k 347.68
Vanguard Index Fds Extend Mkt Etf (VXF) 1.1 $6.3M 34k 182.35
Bank of America Corporation (BAC) 1.0 $6.0M 142k 42.45
Pepsi (PEP) 1.0 $5.9M 39k 150.40
Air Products & Chemicals (APD) 1.0 $5.7M 22k 256.12
Lowe's Companies (LOW) 0.9 $5.5M 27k 202.86
Te Connectivity Reg Shs 0.9 $5.3M 39k 137.22
PNC Financial Services (PNC) 0.8 $4.9M 25k 195.64
Thermo Fisher Scientific (TMO) 0.8 $4.8M 8.5k 571.38
Trane Technologies SHS (TT) 0.8 $4.8M 28k 172.64
Ishares Tr Msci Eafe Etf (EFA) 0.8 $4.8M 61k 78.01
Alphabet Cap Stk Cl C (GOOG) 0.8 $4.7M 1.8k 2665.14
Eaton Corp SHS (ETN) 0.8 $4.6M 31k 149.31
Danaher Corporation (DHR) 0.8 $4.5M 15k 304.44
Ishares Tr Core S&p Mcp Etf (IJH) 0.8 $4.5M 17k 263.07
Carlisle Companies (CSL) 0.8 $4.4M 22k 198.77
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 0.7 $4.2M 51k 82.41
Prologis (PLD) 0.7 $4.2M 34k 125.43
Amgen (AMGN) 0.7 $4.2M 20k 212.65
Ishares Tr S&p Mc 400vl Etf (IJJ) 0.7 $4.1M 39k 103.05
Arrow Electronics (ARW) 0.7 $3.9M 35k 112.28
Truist Financial Corp equities (TFC) 0.7 $3.9M 66k 58.64
Fifth Third Ban (FITB) 0.7 $3.9M 91k 42.44
Capital One Financial (COF) 0.7 $3.9M 24k 161.96
Huntsman Corporation (HUN) 0.7 $3.8M 129k 29.59
Us Bancorp Del Com New (USB) 0.7 $3.8M 64k 59.45
Oracle Corporation (ORCL) 0.6 $3.8M 43k 87.13
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.6 $3.5M 9.9k 357.91
D.R. Horton (DHI) 0.6 $3.5M 42k 83.96
Facebook Cl A (META) 0.6 $3.5M 10k 339.43
Home Depot (HD) 0.6 $3.4M 11k 328.27
CVS Caremark Corporation (CVS) 0.5 $3.1M 37k 84.86
Chevron Corporation (CVX) 0.5 $3.1M 31k 101.45
Linde SHS 0.5 $3.1M 11k 293.37
Honeywell International (HON) 0.5 $3.1M 15k 212.30
Schwab Strategic Tr Us Mid-cap Etf (SCHM) 0.5 $3.0M 39k 76.66
Constellation Brands Cl A (STZ) 0.5 $3.0M 14k 210.68
Johnson & Johnson (JNJ) 0.5 $3.0M 19k 161.49
Nike CL B (NKE) 0.5 $2.9M 20k 145.21
Verizon Communications (VZ) 0.5 $2.8M 52k 54.00
Allegion Ord Shs (ALLE) 0.5 $2.8M 21k 132.18
Zimmer Holdings (ZBH) 0.5 $2.7M 19k 146.37
Pulte (PHM) 0.4 $2.6M 57k 45.92
Unilever Spon Adr New (UL) 0.4 $2.5M 46k 54.22
AmerisourceBergen (COR) 0.4 $2.5M 21k 119.44
Rbc Cad (RY) 0.4 $2.4M 24k 99.46
Qualcomm (QCOM) 0.4 $2.3M 18k 129.00
Marsh & McLennan Companies (MMC) 0.4 $2.3M 16k 151.45
ConocoPhillips (COP) 0.4 $2.3M 35k 67.77
Chubb (CB) 0.4 $2.3M 13k 173.49
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.4 $2.3M 5.9k 394.33
Abbvie (ABBV) 0.4 $2.3M 21k 107.86
Ishares Tr Core S&p Scp Etf (IJR) 0.4 $2.1M 19k 109.20
American Electric Power Company (AEP) 0.4 $2.1M 26k 81.17
Kearny Finl Corp Md (KRNY) 0.4 $2.1M 167k 12.43
Ishares Tr Eafe Sml Cp Etf (SCZ) 0.3 $2.0M 27k 74.41
Raytheon Technologies Corp (RTX) 0.3 $2.0M 23k 85.98
Global X Fds Rbtcs Artfl Inte (BOTZ) 0.3 $1.9M 52k 36.57
Ishares Core Msci Emkt (IEMG) 0.3 $1.9M 30k 61.75
PPL Corporation (PPL) 0.3 $1.8M 66k 27.88
S&p Global (SPGI) 0.3 $1.8M 4.3k 424.94
Comcast Corp Cl A (CMCSA) 0.3 $1.8M 33k 55.93
NVIDIA Corporation (NVDA) 0.3 $1.8M 8.6k 207.20
UnitedHealth (UNH) 0.3 $1.8M 4.6k 390.88
T. Rowe Price (TROW) 0.3 $1.7M 8.7k 196.71
Parker-Hannifin Corporation (PH) 0.3 $1.7M 6.0k 279.67
Ishares Tr Select Divid Etf (DVY) 0.3 $1.6M 14k 114.75
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.3 $1.6M 3.7k 429.19
Phillips 66 (PSX) 0.3 $1.6M 23k 70.02
Vanguard Tax-managed Intl Ftse Dev Mkt Etf (VEA) 0.3 $1.5M 31k 50.48
Toyota Motor Corp Sp Adr Rep2com (TM) 0.3 $1.5M 8.7k 177.70
Dominion Resources (D) 0.3 $1.5M 21k 73.04
Ishares Tr Rus 1000 Etf (IWB) 0.3 $1.5M 6.1k 241.69
Colgate-Palmolive Company (CL) 0.2 $1.4M 18k 75.58
Intel Corporation (INTC) 0.2 $1.3M 25k 53.28
American Tower Reit (AMT) 0.2 $1.3M 4.9k 265.31
Ishares Tr S&p Mc 400gr Etf (IJK) 0.2 $1.3M 16k 79.18
Nextera Energy (NEE) 0.2 $1.2M 16k 78.50
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.2 $1.2M 4.5k 272.87
Digital Realty Trust (DLR) 0.2 $1.2M 8.3k 144.50
Target Corporation (TGT) 0.2 $1.2M 5.2k 228.74
Cisco Systems (CSCO) 0.2 $1.2M 22k 54.44
Procter & Gamble Company (PG) 0.2 $1.1M 8.1k 139.79
Automatic Data Processing (ADP) 0.2 $1.1M 5.5k 199.96
Norfolk Southern (NSC) 0.2 $1.1M 4.6k 239.22
Select Sector Spdr Tr Rl Est Sel Sec (XLRE) 0.2 $1.1M 24k 44.46
Illinois Tool Works (ITW) 0.2 $1.1M 5.1k 206.54
Citigroup Com New (C) 0.2 $1.1M 15k 70.20
McDonald's Corporation (MCD) 0.2 $1.0M 4.3k 241.03
Deere & Company (DE) 0.2 $986k 2.9k 334.92
Avery Dennison Corporation (AVY) 0.2 $958k 4.6k 207.31
TJX Companies (TJX) 0.2 $956k 15k 65.98
Waste Management (WM) 0.2 $948k 6.3k 149.41
Vanguard World Fds Inf Tech Etf (VGT) 0.2 $945k 2.4k 401.27
Caterpillar (CAT) 0.2 $902k 4.7k 191.96
Masco Corporation (MAS) 0.2 $888k 16k 55.55
Select Sector Spdr Tr Technology (XLK) 0.2 $885k 5.9k 149.27
Pfizer (PFE) 0.1 $861k 20k 42.99
Carrier Global Corporation (CARR) 0.1 $838k 16k 51.75
Union Pacific Corporation (UNP) 0.1 $834k 4.3k 195.91
At&t (T) 0.1 $812k 30k 27.01
Vanguard Index Fds Small Cp Etf (VB) 0.1 $791k 3.6k 218.63
Select Sector Spdr Tr Energy (XLE) 0.1 $773k 15k 52.09
PPG Industries (PPG) 0.1 $765k 5.4k 142.96
Ingersoll Rand (IR) 0.1 $749k 15k 50.39
Discover Financial Services (DFS) 0.1 $745k 6.1k 122.90
Lam Research Corporation 0.1 $685k 1.2k 569.41
Merck & Co (MRK) 0.1 $678k 9.0k 75.14
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) 0.1 $672k 1.4k 481.03
Quest Diagnostics Incorporated (DGX) 0.1 $670k 4.6k 145.37
Lockheed Martin Corporation (LMT) 0.1 $640k 1.9k 345.01
Summit Matls Cl A (SUM) 0.1 $634k 20k 31.96
FedEx Corporation (FDX) 0.1 $631k 2.9k 219.25
Exxon Mobil Corporation (XOM) 0.1 $620k 11k 58.85
Laboratory Corp Amer Hldgs Com New 0.1 $620k 2.2k 281.43
3M Company (MMM) 0.1 $606k 3.5k 175.50
Vanguard Scottsdale Fds Int-term Corp (VCIT) 0.1 $604k 6.4k 94.42
Select Sector Spdr Tr Financial (XLF) 0.1 $591k 16k 37.52
M&T Bank Corporation (MTB) 0.1 $588k 3.9k 149.43
Otis Worldwide Corp (OTIS) 0.1 $584k 7.1k 82.22
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 0.1 $575k 5.5k 103.98
Select Sector Spdr Tr Sbi Cons Discr (XLY) 0.1 $573k 3.2k 179.46
Kimberly-Clark Corporation (KMB) 0.1 $572k 4.3k 132.44
Ishares Tr Core Us Aggbd Et (AGG) 0.1 $565k 4.9k 114.84
Bristol Myers Squibb (BMY) 0.1 $552k 9.3k 59.16
Spdr Ser Tr S&p Divid Etf (SDY) 0.1 $544k 4.6k 117.60
ResMed (RMD) 0.1 $537k 2.0k 263.49
Coca-Cola Company (KO) 0.1 $528k 10k 52.51
Toll Brothers (TOL) 0.1 $526k 9.5k 55.34
Netflix (NFLX) 0.1 $506k 829.00 610.37
Fidelity Covington Trust Msci Info Tech I (FTEC) 0.1 $484k 4.1k 118.69
Schwab Strategic Tr Intl Eqty Etf (SCHF) 0.1 $478k 12k 38.72
Vanguard Whitehall Fds High Div Yld (VYM) 0.1 $477k 4.6k 103.34
Texas Instruments Incorporated (TXN) 0.1 $464k 2.4k 192.21
V.F. Corporation (VFC) 0.1 $456k 6.8k 66.94
Cummins (CMI) 0.1 $455k 2.0k 224.69
C H Robinson Worldwide Com New (CHRW) 0.1 $444k 5.1k 86.99
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 0.1 $442k 4.3k 103.88
Costco Wholesale Corporation (COST) 0.1 $442k 985.00 448.73
Charles River Laboratories (CRL) 0.1 $434k 1.1k 412.55
Ishares Tr National Mun Etf (MUB) 0.1 $420k 3.6k 116.21
Vanguard Index Fds Growth Etf (VUG) 0.1 $419k 1.4k 290.17
Vanguard World Fds Health Car Etf (VHT) 0.1 $416k 1.7k 246.88
Hersha Hospitality Tr Pr Shs Ben Int 0.1 $415k 45k 9.34
Schwab Strategic Tr Us Dividend Eq (SCHD) 0.1 $414k 5.6k 74.21
Wells Fargo & Company (WFC) 0.1 $409k 8.8k 46.39
Starbucks Corporation (SBUX) 0.1 $402k 3.6k 110.32
World Fuel Services Corporation (WKC) 0.1 $396k 4.1k 97.42
Moog Cl A (MOG.A) 0.1 $379k 5.0k 76.18
Vanguard World Mega Cap Index (MGC) 0.1 $374k 2.5k 152.22
Mccormick & Co Com Non Vtg (MKC) 0.1 $369k 4.6k 81.03
Schwab Strategic Tr Us Aggregate B (SCHZ) 0.1 $367k 6.8k 54.24
Travelers Companies (TRV) 0.1 $363k 2.4k 152.01
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 0.1 $351k 3.5k 100.14
Duke Energy Corp Com New (DUK) 0.1 $347k 3.6k 97.72
Schwab Strategic Tr Emrg Mkteq Etf (SCHE) 0.1 $344k 11k 30.44
Ishares Tr Core Msci Eafe (IEFA) 0.1 $341k 4.6k 74.16
Metropcs Communications (TMUS) 0.1 $328k 2.6k 127.73
Select Sector Spdr Tr Sbi Int-inds (XLI) 0.1 $321k 3.3k 97.72
Nucor Corporation (NUE) 0.1 $315k 3.2k 98.53
General Dynamics Corporation (GD) 0.1 $314k 1.6k 196.13
McKesson Corporation (MCK) 0.1 $313k 1.6k 199.49
Vanguard Index Fds Mid Cap Etf (VO) 0.1 $312k 1.3k 237.08
Paypal Holdings (PYPL) 0.0 $291k 1.1k 260.05
Fidelity Covington Trust Msci Hlth Care I (FHLC) 0.0 $283k 4.4k 63.84
Becton, Dickinson and (BDX) 0.0 $274k 1.1k 245.52
Brown & Brown (BRO) 0.0 $272k 4.9k 55.54
Globe Life (GL) 0.0 $272k 3.1k 89.06
Wal-Mart Stores (WMT) 0.0 $271k 1.9k 139.47
Toronto Dominion Bk Ont Com New (TD) 0.0 $268k 4.1k 66.14
Fidelity Covington Trust Msci Finls Idx (FNCL) 0.0 $262k 4.9k 53.73
eBay (EBAY) 0.0 $262k 3.8k 69.70
Zebra Technologies Corporati Cl A (ZBRA) 0.0 $261k 507.00 514.79
Medtronic SHS (MDT) 0.0 $258k 2.1k 125.36
Fidelity Covington Trust Msci Consm Dis (FDIS) 0.0 $251k 3.1k 80.14
Tesla Motors (TSLA) 0.0 $247k 319.00 774.29
Lululemon Athletica (LULU) 0.0 $243k 601.00 404.33
Dollar General (DG) 0.0 $240k 1.1k 212.58
Emerson Electric (EMR) 0.0 $239k 2.5k 94.17
Goldman Sachs (GS) 0.0 $238k 631.00 377.18
Boeing Company (BA) 0.0 $236k 1.1k 220.15
Broadridge Financial Solutions (BR) 0.0 $235k 1.4k 166.78
Synopsys (SNPS) 0.0 $232k 775.00 299.35
Invesco Exch Traded Fd Tr Ii Kbw Regl Bkg (KBWR) 0.0 $230k 3.7k 61.81
Arthur J. Gallagher & Co. (AJG) 0.0 $229k 1.5k 148.89
Vanguard World Fds Comm Srvc Etf (VOX) 0.0 $225k 1.6k 141.07
Aon Shs Cl A (AON) 0.0 $222k 777.00 285.71
International Business Machines (IBM) 0.0 $221k 1.6k 138.73
Novartis Sponsored Adr (NVS) 0.0 $220k 2.7k 81.91
Ishares Tr Rus 2000 Grw Etf (IWO) 0.0 $220k 750.00 293.33
Abbott Laboratories (ABT) 0.0 $212k 1.8k 117.84
Ishares Tr Iboxx Inv Cp Etf (LQD) 0.0 $211k 1.6k 132.96
Philip Morris International (PM) 0.0 $211k 2.2k 94.92
Schwab Strategic Tr Us Tips Etf (SCHP) 0.0 $206k 3.3k 62.59
Public Service Enterprise (PEG) 0.0 $202k 3.3k 60.77
Geron Corporation (GERN) 0.0 $14k 10k 1.40