River Wealth Advisors

River Wealth Advisors as of March 31, 2022

Portfolio Holdings for River Wealth Advisors

River Wealth Advisors holds 221 positions in its portfolio as reported in the March 2022 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Apple (AAPL) 5.5 $34M 196k 174.61
Ishares Tr Russell 2000 Etf (IWM) 3.8 $24M 115k 205.27
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 3.6 $22M 389k 57.59
Ishares Tr Core S&p500 Etf (IVV) 3.4 $21M 47k 453.69
Microsoft Corporation (MSFT) 3.4 $21M 68k 308.30
Ishares Tr Rus Mid Cap Etf (IWR) 2.8 $18M 229k 78.04
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 2.5 $16M 196k 79.54
Vanguard Index Fds Sml Cp Grw Etf (VBK) 2.5 $16M 63k 248.13
Spdr Ser Tr Bloomberg Conv (CWB) 2.4 $15M 193k 76.95
Alphabet Cap Stk Cl A (GOOGL) 2.0 $13M 4.6k 2781.37
Ishares Tr 0-5yr Invt Gr Cp (SLQD) 2.0 $13M 259k 49.36
Amazon (AMZN) 2.0 $12M 3.8k 3260.13
Visa Com Cl A (V) 1.8 $11M 50k 221.76
Accenture Plc Ireland Shs Class A (ACN) 1.7 $11M 31k 337.22
Anthem (ELV) 1.5 $9.6M 20k 491.20
Stryker Corporation (SYK) 1.4 $9.0M 34k 267.33
Ishares Core Msci Emkt (IEMG) 1.3 $8.2M 147k 55.55
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 1.2 $7.7M 167k 46.13
JPMorgan Chase & Co. (JPM) 1.2 $7.7M 56k 136.31
Walt Disney Company (DIS) 1.2 $7.3M 54k 137.16
Pepsi (PEP) 1.1 $6.9M 41k 167.37
Mastercard Incorporated Cl A (MA) 1.1 $6.8M 19k 357.39
Bank of America Corporation (BAC) 1.0 $6.1M 149k 41.22
Air Products & Chemicals (APD) 1.0 $6.1M 25k 249.90
Lowe's Companies (LOW) 0.9 $5.7M 28k 202.16
Vanguard Index Fds Extend Mkt Etf (VXF) 0.9 $5.6M 34k 165.66
Carlisle Companies (CSL) 0.9 $5.6M 23k 245.93
Thermo Fisher Scientific (TMO) 0.9 $5.5M 9.3k 590.70
Prologis (PLD) 0.9 $5.5M 34k 161.46
Chevron Corporation (CVX) 0.8 $5.1M 32k 162.81
Ishares Tr Msci Emg Mkt Etf (EEM) 0.8 $5.1M 113k 45.15
Te Connectivity SHS 0.8 $5.0M 38k 130.97
Eaton Corp SHS (ETN) 0.8 $5.0M 33k 151.74
Alphabet Cap Stk Cl C (GOOG) 0.8 $4.9M 1.8k 2792.99
Huntsman Corporation (HUN) 0.8 $4.9M 131k 37.51
Amgen (AMGN) 0.8 $4.9M 20k 241.83
PNC Financial Services (PNC) 0.7 $4.6M 25k 184.45
Ishares Tr Core S&p Mcp Etf (IJH) 0.7 $4.5M 17k 268.38
Ishares Tr Msci Eafe Etf (EFA) 0.7 $4.4M 60k 73.60
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 0.7 $4.3M 55k 78.09
Trane Technologies SHS (TT) 0.7 $4.2M 28k 152.68
Danaher Corporation (DHR) 0.7 $4.2M 14k 293.29
Ishares Tr S&p Mc 400vl Etf (IJJ) 0.7 $4.2M 38k 109.65
Fifth Third Ban (FITB) 0.7 $4.2M 97k 43.05
CVS Caremark Corporation (CVS) 0.7 $4.1M 40k 101.22
Arrow Electronics (ARW) 0.6 $4.0M 34k 118.63
Constellation Brands Cl A (STZ) 0.6 $3.9M 17k 230.30
Truist Financial Corp equities (TFC) 0.6 $3.8M 67k 56.70
Qualcomm (QCOM) 0.6 $3.7M 24k 152.85
D.R. Horton (DHI) 0.6 $3.6M 49k 74.51
Us Bancorp Del Com New (USB) 0.6 $3.6M 68k 53.15
Abbvie (ABBV) 0.6 $3.6M 22k 162.10
ConocoPhillips (COP) 0.6 $3.6M 36k 100.00
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.6 $3.6M 9.9k 362.54
Oracle Corporation (ORCL) 0.6 $3.6M 43k 82.74
Linde SHS 0.6 $3.5M 11k 319.41
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.5 $3.4M 8.3k 415.22
Capital One Financial (COF) 0.5 $3.4M 26k 131.29
AmerisourceBergen (COR) 0.5 $3.3M 22k 154.72
Johnson & Johnson (JNJ) 0.5 $3.2M 18k 177.27
Home Depot (HD) 0.5 $3.2M 11k 299.40
Marsh & McLennan Companies (MMC) 0.5 $3.1M 18k 170.38
Nike CL B (NKE) 0.5 $3.1M 23k 134.59
Schwab Strategic Tr Us Mid-cap Etf (SCHM) 0.5 $2.9M 38k 75.87
UnitedHealth (UNH) 0.5 $2.9M 5.7k 510.02
Chubb (CB) 0.5 $2.9M 14k 213.91
Honeywell International (HON) 0.5 $2.9M 15k 194.58
Rbc Cad (RY) 0.4 $2.7M 25k 110.26
NVIDIA Corporation (NVDA) 0.4 $2.7M 9.8k 272.87
American Electric Power Company (AEP) 0.4 $2.6M 26k 99.74
Verizon Communications (VZ) 0.4 $2.5M 48k 50.93
Allegion Ord Shs (ALLE) 0.4 $2.4M 22k 109.82
Raytheon Technologies Corp (RTX) 0.4 $2.4M 24k 99.08
Zimmer Holdings (ZBH) 0.4 $2.3M 18k 127.91
Pulte (PHM) 0.4 $2.3M 55k 41.89
Meta Platforms Cl A (META) 0.4 $2.3M 10k 222.33
Comcast Corp Cl A (CMCSA) 0.4 $2.2M 48k 46.83
Ishares Tr Core S&p Scp Etf (IJR) 0.3 $2.2M 20k 107.87
Kearny Finl Corp Md (KRNY) 0.3 $2.1M 167k 12.88
PPL Corporation (PPL) 0.3 $2.1M 73k 28.57
Phillips 66 (PSX) 0.3 $2.1M 24k 86.39
Unilever Spon Adr New (UL) 0.3 $2.0M 44k 45.56
Ishares Tr Select Divid Etf (DVY) 0.3 $1.7M 14k 128.14
Global X Fds Rbtcs Artfl Inte (BOTZ) 0.3 $1.7M 60k 29.02
Dominion Resources (D) 0.3 $1.7M 20k 84.99
S&p Global (SPGI) 0.3 $1.7M 4.2k 410.06
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.3 $1.7M 4.8k 352.94
Parker-Hannifin Corporation (PH) 0.3 $1.7M 5.9k 283.69
Ishares Tr Eafe Sml Cp Etf (SCZ) 0.3 $1.7M 25k 66.35
Toyota Motor Corp Ads (TM) 0.3 $1.6M 8.9k 180.25
Ishares Tr Rus 1000 Etf (IWB) 0.2 $1.5M 6.1k 250.00
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.2 $1.5M 3.3k 451.83
Vanguard Tax-managed Intl Ftse Dev Mkt Etf (VEA) 0.2 $1.4M 30k 48.05
Colgate-Palmolive Company (CL) 0.2 $1.4M 18k 75.85
Cisco Systems (CSCO) 0.2 $1.4M 24k 55.78
Deere & Company (DE) 0.2 $1.3M 3.2k 415.59
Union Pacific Corporation (UNP) 0.2 $1.3M 4.9k 273.27
Procter & Gamble Company (PG) 0.2 $1.3M 8.7k 152.74
T. Rowe Price (TROW) 0.2 $1.3M 8.6k 151.18
American Tower Reit (AMT) 0.2 $1.3M 5.1k 251.31
Norfolk Southern (NSC) 0.2 $1.3M 4.5k 285.21
Nextera Energy (NEE) 0.2 $1.3M 15k 84.68
Digital Realty Trust (DLR) 0.2 $1.3M 8.9k 141.72
Waste Management (WM) 0.2 $1.3M 7.9k 158.45
Intel Corporation (INTC) 0.2 $1.2M 25k 49.55
Select Sector Spdr Tr Rl Est Sel Sec (XLRE) 0.2 $1.2M 25k 48.30
Ishares Tr S&p Mc 400gr Etf (IJK) 0.2 $1.2M 16k 77.32
Automatic Data Processing (ADP) 0.2 $1.2M 5.3k 227.54
Pfizer (PFE) 0.2 $1.2M 23k 51.80
TJX Companies (TJX) 0.2 $1.1M 19k 60.58
Select Sector Spdr Tr Energy (XLE) 0.2 $1.1M 15k 76.44
Lockheed Martin Corporation (LMT) 0.2 $1.1M 2.5k 441.31
McDonald's Corporation (MCD) 0.2 $1.1M 4.5k 247.26
Caterpillar (CAT) 0.2 $1.1M 4.9k 222.77
Target Corporation (TGT) 0.2 $1.1M 5.1k 212.17
Illinois Tool Works (ITW) 0.2 $1.1M 5.1k 209.42
Vanguard World Fds Inf Tech Etf (VGT) 0.2 $1.0M 2.5k 416.60
Summit Matls Cl A (SUM) 0.2 $1.0M 33k 31.06
Select Sector Spdr Tr Technology (XLK) 0.2 $1.0M 6.3k 158.97
Merck & Co (MRK) 0.2 $989k 12k 82.10
Avery Dennison Corporation (AVY) 0.1 $936k 5.4k 173.95
Masco Corporation (MAS) 0.1 $912k 18k 51.01
Lam Research Corporation 0.1 $870k 1.6k 537.37
Citigroup Com New (C) 0.1 $855k 16k 53.22
Exxon Mobil Corporation (XOM) 0.1 $851k 10k 82.57
Vanguard Index Fds Small Cp Etf (VB) 0.1 $772k 3.6k 212.50
FedEx Corporation (FDX) 0.1 $748k 3.2k 231.36
Costco Wholesale Corporation (COST) 0.1 $739k 1.3k 575.99
Carrier Global Corporation (CARR) 0.1 $735k 16k 45.88
Ingersoll Rand (IR) 0.1 $727k 14k 50.37
Select Sector Spdr Tr Financial (XLF) 0.1 $689k 18k 38.34
Discover Financial Services (DFS) 0.1 $687k 6.2k 110.26
PPG Industries (PPG) 0.1 $687k 5.2k 130.98
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) 0.1 $683k 1.4k 490.31
M&T Bank Corporation (MTB) 0.1 $665k 3.9k 169.60
Coca-Cola Company (KO) 0.1 $651k 11k 61.96
C H Robinson Worldwide Com New (CHRW) 0.1 $641k 5.9k 107.75
Quest Diagnostics Incorporated (DGX) 0.1 $627k 4.6k 136.78
Select Sector Spdr Tr Sbi Cons Discr (XLY) 0.1 $621k 3.4k 184.99
Bristol Myers Squibb (BMY) 0.1 $602k 8.2k 73.08
Mccormick & Co Com Non Vtg (MKC) 0.1 $582k 5.8k 99.76
Spdr Ser Tr S&p Divid Etf (SDY) 0.1 $577k 4.5k 128.02
At&t (T) 0.1 $572k 24k 23.62
Laboratory Corp Amer Hldgs Com New 0.1 $565k 2.1k 263.65
Kimberly-Clark Corporation (KMB) 0.1 $561k 4.6k 123.27
ResMed (RMD) 0.1 $555k 2.3k 242.57
Otis Worldwide Corp (OTIS) 0.1 $541k 7.0k 76.99
Fidelity Covington Trust Msci Info Tech I (FTEC) 0.1 $534k 4.3k 123.16
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 0.1 $532k 9.9k 53.84
Vanguard Whitehall Fds High Div Yld (VYM) 0.1 $516k 4.6k 112.20
McKesson Corporation (MCK) 0.1 $514k 1.7k 306.13
3M Company (MMM) 0.1 $481k 3.2k 148.96
General Dynamics Corporation (GD) 0.1 $480k 2.0k 240.96
Toll Brothers (TOL) 0.1 $466k 9.9k 47.09
Texas Instruments Incorporated (TXN) 0.1 $462k 2.5k 183.26
Nucor Corporation (NUE) 0.1 $458k 3.1k 148.65
Moog Cl A (MOG.A) 0.1 $456k 5.2k 87.74
Ishares Tr Core Us Aggbd Et (AGG) 0.1 $453k 4.2k 106.99
Travelers Companies (TRV) 0.1 $450k 2.5k 182.56
Cummins (CMI) 0.1 $436k 2.1k 205.08
Vanguard World Fds Health Car Etf (VHT) 0.1 $429k 1.7k 254.60
Wells Fargo & Company (WFC) 0.1 $428k 8.8k 48.47
Hersha Hospitality Tr Pr Shs Ben Int 0.1 $421k 45k 9.31
World Fuel Services Corporation (WKC) 0.1 $404k 4.7k 85.48
Toronto Dominion Bk Ont Com New (TD) 0.1 $403k 5.1k 79.52
V.F. Corporation (VFC) 0.1 $397k 7.0k 56.90
Brown & Brown (BRO) 0.1 $393k 5.4k 72.28
Duke Energy Corp Com New (DUK) 0.1 $390k 3.5k 111.68
Vanguard Scottsdale Fds Int-term Corp (VCIT) 0.1 $367k 4.3k 86.01
Select Sector Spdr Tr Sbi Int-inds (XLI) 0.1 $361k 3.5k 103.00
Globe Life (GL) 0.1 $358k 3.6k 100.53
Vanguard Index Fds Growth Etf (VUG) 0.1 $354k 1.2k 287.57
Metropcs Communications (TMUS) 0.1 $353k 2.8k 128.22
BlackRock 0.1 $349k 456.00 765.35
Tesla Motors (TSLA) 0.1 $348k 323.00 1077.40
Ishares Tr National Mun Etf (MUB) 0.1 $348k 3.2k 109.64
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 0.1 $344k 6.4k 53.42
Cohen & Steers Quality Income Realty (RQI) 0.1 $343k 21k 16.72
Wal-Mart Stores (WMT) 0.1 $342k 2.3k 148.83
Vanguard Index Fds Mid Cap Etf (VO) 0.1 $342k 1.4k 237.66
Synopsys (SNPS) 0.1 $325k 975.00 333.33
Schwab Strategic Tr Intl Eqty Etf (SCHF) 0.1 $321k 8.7k 36.72
Starbucks Corporation (SBUX) 0.1 $319k 3.5k 91.09
Netflix (NFLX) 0.1 $318k 848.00 375.00
Cohen & Steers REIT/P (RNP) 0.0 $313k 12k 26.89
Schwab Strategic Tr Us Dividend Eq (SCHD) 0.0 $312k 4.0k 78.81
Goldman Sachs (GS) 0.0 $310k 1.1k 283.11
Ishares Tr Core Msci Eafe (IEFA) 0.0 $309k 4.4k 69.58
Vanguard World Mega Cap Index (MGC) 0.0 $298k 1.9k 158.93
Advanced Micro Devices (AMD) 0.0 $296k 2.7k 109.51
Freeport-mcmoran CL B (FCX) 0.0 $294k 5.9k 49.78
Fidelity Covington Trust Msci Hlth Care I (FHLC) 0.0 $294k 4.5k 65.55
Arthur J. Gallagher & Co. (AJG) 0.0 $287k 1.6k 174.79
Emerson Electric (EMR) 0.0 $286k 2.9k 98.21
Hershey Company (HSY) 0.0 $283k 1.3k 216.86
Becton, Dickinson and (BDX) 0.0 $282k 1.1k 266.29
Charles River Laboratories (CRL) 0.0 $282k 992.00 284.27
Aon Shs Cl A (AON) 0.0 $281k 863.00 325.61
Dollar General (DG) 0.0 $278k 1.2k 222.76
Adobe Systems Incorporated (ADBE) 0.0 $273k 600.00 455.00
Fidelity Covington Trust Msci Finls Idx (FNCL) 0.0 $263k 4.9k 54.12
Fidelity Covington Trust Msci Consm Dis (FDIS) 0.0 $255k 3.2k 79.17
Zebra Technologies Corporati Cl A (ZBRA) 0.0 $253k 612.00 413.40
FactSet Research Systems (FDS) 0.0 $247k 568.00 434.86
Hp (HPQ) 0.0 $243k 6.7k 36.34
Abbott Laboratories (ABT) 0.0 $242k 2.0k 118.16
Morgan Stanley Com New (MS) 0.0 $241k 3.1k 77.07
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 0.0 $239k 5.0k 47.38
Exelon Corporation (EXC) 0.0 $237k 5.0k 47.71
Invesco Exch Traded Fd Tr Ii Kbw Regl Bkg (KBWR) 0.0 $235k 3.8k 61.39
Broadridge Financial Solutions (BR) 0.0 $235k 1.5k 155.73
eBay (EBAY) 0.0 $235k 4.1k 57.11
Public Service Enterprise (PEG) 0.0 $233k 3.3k 70.10
Genuine Parts Company (GPC) 0.0 $231k 1.8k 125.95
Boeing Company (BA) 0.0 $220k 1.1k 191.80
Lululemon Athletica (LULU) 0.0 $219k 601.00 364.39
Schwab Strategic Tr Emrg Mkteq Etf (SCHE) 0.0 $213k 7.7k 27.72
Ameriprise Financial (AMP) 0.0 $207k 689.00 300.44
Novartis Sponsored Adr (NVS) 0.0 $205k 2.3k 87.95
Ishares Tr S&p 500 Grwt Etf (IVW) 0.0 $201k 2.6k 76.31
Geron Corporation (GERN) 0.0 $14k 10k 1.40