River Wealth Advisors

River Wealth Advisors as of Dec. 31, 2021

Portfolio Holdings for River Wealth Advisors

River Wealth Advisors holds 222 positions in its portfolio as reported in the December 2021 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Apple (AAPL) 5.3 $35M 194k 177.57
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 3.6 $23M 376k 61.28
Microsoft Corporation (MSFT) 3.4 $22M 66k 336.31
Ishares Tr Russell 2000 Etf (IWM) 3.4 $22M 100k 222.45
Ishares Tr Core S&p500 Etf (IVV) 3.3 $21M 45k 476.98
Ishares Tr Rus Mid Cap Etf (IWR) 2.7 $18M 211k 83.01
Vanguard Index Fds Sml Cp Grw Etf (VBK) 2.7 $17M 61k 281.79
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 2.5 $16M 192k 84.75
Spdr Ser Tr Bloomberg Conv (CWB) 2.4 $16M 188k 82.96
Alphabet Cap Stk Cl A (GOOGL) 2.0 $13M 4.4k 2897.04
Ishares Tr 0-5yr Invt Gr Cp (SLQD) 1.9 $13M 246k 51.05
Accenture Plc Ireland Shs Class A (ACN) 1.9 $12M 30k 414.56
Amazon (AMZN) 1.9 $12M 3.6k 3334.44
Visa Com Cl A (V) 1.6 $10M 48k 216.71
Anthem (ELV) 1.4 $9.1M 20k 463.54
Stryker Corporation (SYK) 1.4 $9.0M 34k 267.41
JPMorgan Chase & Co. (JPM) 1.4 $8.7M 55k 158.35
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 1.3 $8.1M 163k 49.46
Walt Disney Company (DIS) 1.2 $8.0M 51k 154.88
Ishares Core Msci Emkt (IEMG) 1.2 $7.7M 128k 59.86
Lowe's Companies (LOW) 1.1 $7.1M 28k 258.49
Pepsi (PEP) 1.1 $7.0M 41k 173.71
Air Products & Chemicals (APD) 1.1 $6.9M 23k 304.27
Mastercard Incorporated Cl A (MA) 1.1 $6.9M 19k 359.34
Ishares Tr Msci Emg Mkt Etf (EEM) 1.0 $6.4M 131k 48.85
Bank of America Corporation (BAC) 1.0 $6.4M 143k 44.49
Te Connectivity SHS 1.0 $6.3M 39k 161.34
Vanguard Index Fds Extend Mkt Etf (VXF) 1.0 $6.2M 34k 182.86
Thermo Fisher Scientific (TMO) 0.9 $5.7M 8.5k 667.29
Prologis (PLD) 0.9 $5.7M 34k 168.37
Trane Technologies SHS (TT) 0.9 $5.6M 28k 202.04
Carlisle Companies (CSL) 0.8 $5.5M 22k 248.12
Eaton Corp SHS (ETN) 0.8 $5.5M 32k 172.83
PNC Financial Services (PNC) 0.8 $5.1M 25k 200.53
Alphabet Cap Stk Cl C (GOOG) 0.8 $5.0M 1.7k 2893.62
D.R. Horton (DHI) 0.7 $4.8M 45k 108.46
Danaher Corporation (DHR) 0.7 $4.8M 15k 329.04
Ishares Tr Core S&p Mcp Etf (IJH) 0.7 $4.8M 17k 283.10
Ishares Tr Msci Eafe Etf (EFA) 0.7 $4.8M 60k 78.67
Arrow Electronics (ARW) 0.7 $4.6M 34k 134.27
Huntsman Corporation (HUN) 0.7 $4.5M 130k 34.88
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 0.7 $4.5M 55k 81.26
Home Depot (HD) 0.7 $4.4M 11k 415.04
Amgen (AMGN) 0.7 $4.4M 20k 224.96
Ishares Tr S&p Mc 400vl Etf (IJJ) 0.7 $4.3M 39k 110.69
Fifth Third Ban (FITB) 0.6 $4.1M 93k 43.55
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.6 $4.0M 10k 397.82
CVS Caremark Corporation (CVS) 0.6 $3.9M 38k 103.17
Truist Financial Corp equities (TFC) 0.6 $3.9M 66k 58.55
Constellation Brands Cl A (STZ) 0.6 $3.8M 15k 250.96
Chevron Corporation (CVX) 0.6 $3.8M 32k 117.35
Oracle Corporation (ORCL) 0.6 $3.7M 43k 87.22
Us Bancorp Del Com New (USB) 0.6 $3.7M 66k 56.18
Qualcomm (QCOM) 0.6 $3.6M 20k 182.86
Linde SHS 0.6 $3.6M 11k 346.44
Capital One Financial (COF) 0.6 $3.6M 25k 145.10
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.5 $3.5M 8.0k 436.60
Meta Platforms Cl A (META) 0.5 $3.5M 10k 336.35
Nike CL B (NKE) 0.5 $3.4M 20k 166.68
Pulte (PHM) 0.5 $3.2M 56k 57.16
Johnson & Johnson (JNJ) 0.5 $3.1M 18k 171.08
Honeywell International (HON) 0.5 $3.1M 15k 208.53
Schwab Strategic Tr Us Mid-cap Etf (SCHM) 0.5 $3.1M 38k 80.44
Abbvie (ABBV) 0.5 $2.9M 22k 135.39
Allegion Ord Shs (ALLE) 0.4 $2.9M 22k 132.44
Marsh & McLennan Companies (MMC) 0.4 $2.8M 16k 173.85
AmerisourceBergen (COR) 0.4 $2.8M 21k 132.88
Rbc Cad (RY) 0.4 $2.6M 24k 106.14
ConocoPhillips (COP) 0.4 $2.6M 36k 72.17
NVIDIA Corporation (NVDA) 0.4 $2.6M 8.8k 294.05
Chubb (CB) 0.4 $2.6M 13k 193.33
Verizon Communications (VZ) 0.4 $2.5M 49k 51.95
Zimmer Holdings (ZBH) 0.4 $2.4M 19k 127.02
UnitedHealth (UNH) 0.4 $2.4M 4.7k 502.22
Unilever Spon Adr New (UL) 0.4 $2.4M 44k 53.79
Ishares Tr Core S&p Scp Etf (IJR) 0.4 $2.3M 20k 114.53
American Electric Power Company (AEP) 0.3 $2.3M 25k 88.98
Kearny Finl Corp Md (KRNY) 0.3 $2.2M 167k 13.25
PPL Corporation (PPL) 0.3 $2.2M 73k 30.06
Global X Fds Rbtcs Artfl Inte (BOTZ) 0.3 $2.0M 56k 35.95
Comcast Corp Cl A (CMCSA) 0.3 $2.0M 40k 50.32
Raytheon Technologies Corp (RTX) 0.3 $2.0M 23k 86.06
S&p Global (SPGI) 0.3 $2.0M 4.2k 472.06
Parker-Hannifin Corporation (PH) 0.3 $1.9M 5.8k 318.10
Ishares Tr Eafe Sml Cp Etf (SCZ) 0.3 $1.8M 25k 73.10
Phillips 66 (PSX) 0.3 $1.7M 24k 72.48
Ishares Tr Select Divid Etf (DVY) 0.3 $1.7M 14k 122.56
Toyota Motor Corp Ads (TM) 0.3 $1.7M 8.9k 185.28
T. Rowe Price (TROW) 0.3 $1.7M 8.4k 196.58
Ishares Tr Rus 1000 Etf (IWB) 0.3 $1.6M 6.1k 264.50
Dominion Resources (D) 0.2 $1.6M 21k 78.57
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.2 $1.6M 3.3k 475.02
Colgate-Palmolive Company (CL) 0.2 $1.6M 18k 85.36
Vanguard Tax-managed Intl Ftse Dev Mkt Etf (VEA) 0.2 $1.5M 30k 51.05
Nextera Energy (NEE) 0.2 $1.5M 16k 93.35
Digital Realty Trust (DLR) 0.2 $1.5M 8.5k 176.89
Cisco Systems (CSCO) 0.2 $1.4M 23k 63.37
American Tower Reit (AMT) 0.2 $1.4M 4.9k 292.51
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.2 $1.4M 4.7k 299.09
Procter & Gamble Company (PG) 0.2 $1.4M 8.3k 163.54
Ishares Tr S&p Mc 400gr Etf (IJK) 0.2 $1.4M 16k 85.26
Norfolk Southern (NSC) 0.2 $1.3M 4.4k 297.80
Automatic Data Processing (ADP) 0.2 $1.3M 5.3k 246.47
Intel Corporation (INTC) 0.2 $1.3M 25k 51.50
Select Sector Spdr Tr Rl Est Sel Sec (XLRE) 0.2 $1.3M 25k 51.81
Illinois Tool Works (ITW) 0.2 $1.3M 5.1k 246.88
Pfizer (PFE) 0.2 $1.3M 21k 59.05
McDonald's Corporation (MCD) 0.2 $1.2M 4.6k 268.11
Target Corporation (TGT) 0.2 $1.2M 5.1k 231.34
Waste Management (WM) 0.2 $1.2M 6.9k 166.93
TJX Companies (TJX) 0.2 $1.1M 15k 75.95
Vanguard World Fds Inf Tech Etf (VGT) 0.2 $1.1M 2.5k 458.28
Masco Corporation (MAS) 0.2 $1.1M 16k 70.22
Union Pacific Corporation (UNP) 0.2 $1.1M 4.5k 251.84
Summit Matls Cl A (SUM) 0.2 $1.1M 28k 40.13
Select Sector Spdr Tr Technology (XLK) 0.2 $1.1M 6.2k 173.90
Avery Dennison Corporation (AVY) 0.2 $1.0M 4.8k 216.64
Caterpillar (CAT) 0.2 $972k 4.7k 206.72
Deere & Company (DE) 0.2 $969k 2.8k 343.01
Citigroup Com New (C) 0.1 $939k 16k 60.36
Lam Research Corporation 0.1 $904k 1.3k 719.17
Ingersoll Rand (IR) 0.1 $891k 14k 61.89
PPG Industries (PPG) 0.1 $884k 5.1k 172.49
Carrier Global Corporation (CARR) 0.1 $877k 16k 54.21
Lockheed Martin Corporation (LMT) 0.1 $851k 2.4k 355.62
Select Sector Spdr Tr Energy (XLE) 0.1 $826k 15k 55.51
Vanguard Index Fds Small Cp Etf (VB) 0.1 $806k 3.6k 226.02
Merck & Co (MRK) 0.1 $804k 11k 76.64
Quest Diagnostics Incorporated (DGX) 0.1 $797k 4.6k 172.92
FedEx Corporation (FDX) 0.1 $796k 3.1k 258.78
Discover Financial Services (DFS) 0.1 $727k 6.3k 115.54
Select Sector Spdr Tr Financial (XLF) 0.1 $701k 18k 39.05
Laboratory Corp Amer Hldgs Com New 0.1 $692k 2.2k 314.12
Toll Brothers (TOL) 0.1 $688k 9.5k 72.38
Select Sector Spdr Tr Sbi Cons Discr (XLY) 0.1 $685k 3.4k 204.36
At&t (T) 0.1 $674k 27k 24.58
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) 0.1 $671k 1.3k 518.15
Exxon Mobil Corporation (XOM) 0.1 $649k 11k 61.15
Kimberly-Clark Corporation (KMB) 0.1 $646k 4.5k 142.86
Costco Wholesale Corporation (COST) 0.1 $612k 1.1k 567.19
3M Company (MMM) 0.1 $610k 3.4k 177.74
Otis Worldwide Corp (OTIS) 0.1 $609k 7.0k 87.07
Coca-Cola Company (KO) 0.1 $599k 10k 59.23
Spdr Ser Tr S&p Divid Etf (SDY) 0.1 $597k 4.6k 129.05
M&T Bank Corporation (MTB) 0.1 $593k 3.9k 153.59
C H Robinson Worldwide Com New (CHRW) 0.1 $583k 5.4k 107.58
ResMed (RMD) 0.1 $582k 2.2k 260.64
Bristol Myers Squibb (BMY) 0.1 $577k 9.2k 62.39
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 0.1 $537k 4.7k 113.82
Netflix (NFLX) 0.1 $519k 861.00 602.79
V.F. Corporation (VFC) 0.1 $516k 7.1k 73.19
Vanguard Whitehall Fds High Div Yld (VYM) 0.1 $515k 4.6k 112.15
Fidelity Covington Trust Msci Info Tech I (FTEC) 0.1 $515k 3.8k 135.38
Ishares Tr Core Us Aggbd Et (AGG) 0.1 $494k 4.3k 114.04
Mccormick & Co Com Non Vtg (MKC) 0.1 $488k 5.1k 96.56
Texas Instruments Incorporated (TXN) 0.1 $467k 2.5k 188.61
Cummins (CMI) 0.1 $464k 2.1k 217.94
Vanguard Scottsdale Fds Int-term Corp (VCIT) 0.1 $464k 5.0k 92.84
World Fuel Services Corporation (WKC) 0.1 $454k 4.5k 99.89
Vanguard World Fds Health Car Etf (VHT) 0.1 $449k 1.7k 266.47
Wells Fargo & Company (WFC) 0.1 $423k 8.8k 47.94
McKesson Corporation (MCK) 0.1 $420k 1.7k 248.67
Moog Cl A (MOG.A) 0.1 $419k 5.2k 80.93
General Dynamics Corporation (GD) 0.1 $414k 2.0k 208.56
Vanguard World Mega Cap Index (MGC) 0.1 $413k 2.5k 168.09
Hersha Hospitality Tr Pr Shs Ben Int 0.1 $408k 45k 9.18
Starbucks Corporation (SBUX) 0.1 $405k 3.5k 117.02
Vanguard Index Fds Growth Etf (VUG) 0.1 $394k 1.2k 320.59
Schwab Strategic Tr Us Dividend Eq (SCHD) 0.1 $394k 4.9k 80.82
Duke Energy Corp Com New (DUK) 0.1 $393k 3.7k 104.83
Ishares Tr National Mun Etf (MUB) 0.1 $391k 3.4k 116.23
Travelers Companies (TRV) 0.1 $389k 2.5k 156.35
Toronto Dominion Bk Ont Com New (TD) 0.1 $389k 5.1k 76.76
Cohen & Steers Quality Income Realty (RQI) 0.1 $378k 21k 18.24
Charles River Laboratories (CRL) 0.1 $374k 992.00 377.02
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 0.1 $364k 3.2k 113.04
Schwab Strategic Tr Intl Eqty Etf (SCHF) 0.1 $363k 9.3k 38.84
Nucor Corporation (NUE) 0.1 $360k 3.2k 114.14
Select Sector Spdr Tr Sbi Int-inds (XLI) 0.1 $359k 3.4k 105.84
Synopsys (SNPS) 0.1 $359k 975.00 368.21
Vanguard Index Fds Mid Cap Etf (VO) 0.1 $356k 1.4k 254.83
Brown & Brown (BRO) 0.1 $356k 5.1k 70.26
Wal-Mart Stores (WMT) 0.1 $342k 2.4k 144.92
Tesla Motors (TSLA) 0.1 $341k 323.00 1055.73
Ishares Tr Core Msci Eafe (IEFA) 0.1 $333k 4.5k 74.65
Cohen & Steers REIT/P (RNP) 0.1 $333k 12k 28.60
Schwab Strategic Tr Emrg Mkteq Etf (SCHE) 0.0 $310k 11k 29.62
Globe Life (GL) 0.0 $308k 3.3k 93.73
Zebra Technologies Corporati Cl A (ZBRA) 0.0 $307k 516.00 594.96
Schwab Strategic Tr Us Aggregate B (SCHZ) 0.0 $301k 5.6k 53.83
Dollar General (DG) 0.0 $299k 1.3k 235.62
Metropcs Communications (TMUS) 0.0 $296k 2.6k 115.94
Emerson Electric (EMR) 0.0 $284k 3.1k 92.96
Exelon Corporation (EXC) 0.0 $282k 4.9k 57.67
Goldman Sachs (GS) 0.0 $280k 733.00 381.99
Fidelity Covington Trust Msci Hlth Care I (FHLC) 0.0 $278k 4.0k 68.68
Becton, Dickinson and (BDX) 0.0 $278k 1.1k 251.36
Abbott Laboratories (ABT) 0.0 $277k 2.0k 140.75
Arthur J. Gallagher & Co. (AJG) 0.0 $277k 1.6k 169.52
eBay (EBAY) 0.0 $275k 4.1k 66.60
Broadridge Financial Solutions (BR) 0.0 $269k 1.5k 182.50
Genuine Parts Company (GPC) 0.0 $268k 1.9k 140.31
Fidelity Covington Trust Msci Consm Dis (FDIS) 0.0 $257k 2.9k 88.19
Hp (HPQ) 0.0 $257k 6.8k 37.69
Ishares Tr Rus 2000 Grw Etf (IWO) 0.0 $256k 875.00 292.57
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 0.0 $252k 2.5k 102.36
International Business Machines (IBM) 0.0 $248k 1.9k 133.69
Fidelity Covington Trust Msci Finls Idx (FNCL) 0.0 $241k 4.3k 56.01
RPM International (RPM) 0.0 $238k 2.4k 100.98
Lululemon Athletica (LULU) 0.0 $235k 601.00 391.01
Invesco Exch Traded Fd Tr Ii Kbw Regl Bkg (KBWR) 0.0 $235k 3.7k 63.09
Boeing Company (BA) 0.0 $231k 1.1k 201.22
Aon Shs Cl A (AON) 0.0 $229k 763.00 300.13
FactSet Research Systems (FDS) 0.0 $228k 469.00 486.14
Public Service Enterprise (PEG) 0.0 $224k 3.4k 66.83
Ishares Tr S&p 500 Grwt Etf (IVW) 0.0 $220k 2.6k 83.52
Novartis Sponsored Adr (NVS) 0.0 $212k 2.4k 87.68
Watsco, Incorporated (WSO) 0.0 $204k 653.00 312.40
Vanguard World Fds Comm Srvc Etf (VOX) 0.0 $200k 1.5k 135.59
Hershey Company (HSY) 0.0 $200k 1.0k 193.61
Geron Corporation (GERN) 0.0 $12k 10k 1.20
Great Panther Silver 0.0 $12k 57k 0.21