River Wealth Advisors

River Wealth Advisors as of Dec. 31, 2022

Portfolio Holdings for River Wealth Advisors

River Wealth Advisors holds 207 positions in its portfolio as reported in the December 2022 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr Russell 2000 Etf (IWM) 5.2 $27M 154k 174.36
Apple (AAPL) 4.7 $25M 188k 129.93
Ishares Tr Rus Mid Cap Etf (IWR) 3.6 $19M 275k 67.45
Ishares Tr Core S&p500 Etf (IVV) 3.5 $18M 47k 384.21
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 3.3 $17M 342k 50.14
Ishares Tr 0-5yr Invt Gr Cp (SLQD) 3.2 $17M 352k 47.86
Microsoft Corporation (MSFT) 3.2 $17M 70k 239.82
Spdr Ser Tr Bbg Conv Sec Etf (CWB) 2.5 $13M 198k 64.34
Visa Com Cl A (V) 2.0 $11M 51k 207.76
Accenture Plc Ireland Shs Class A (ACN) 1.7 $8.9M 33k 266.84
Anthem (ELV) 1.7 $8.6M 17k 512.98
Alphabet Cap Stk Cl A (GOOGL) 1.6 $8.3M 94k 88.23
Pepsi (PEP) 1.4 $7.3M 41k 180.66
JPMorgan Chase & Co. (JPM) 1.4 $7.2M 53k 134.10
Air Products & Chemicals (APD) 1.4 $7.1M 23k 308.26
Stryker Corporation (SYK) 1.3 $7.0M 29k 244.49
Ishares Core Msci Emkt (IEMG) 1.2 $6.4M 137k 46.70
Amazon (AMZN) 1.2 $6.1M 73k 84.00
Lowe's Companies (LOW) 1.1 $5.8M 29k 199.24
Chevron Corporation (CVX) 1.1 $5.7M 32k 179.49
Mastercard Incorporated Cl A (MA) 1.1 $5.6M 16k 347.73
Bank of America Corporation (BAC) 1.0 $5.2M 156k 33.12
Thermo Fisher Scientific (TMO) 1.0 $5.1M 9.2k 550.66
Vanguard Index Fds Sml Cp Grw Etf (VBK) 1.0 $5.0M 25k 200.54
Carlisle Companies (CSL) 0.9 $4.9M 21k 235.65
Walt Disney Company (DIS) 0.9 $4.8M 55k 86.88
Amgen (AMGN) 0.9 $4.8M 18k 262.64
Eaton Corp SHS (ETN) 0.9 $4.6M 29k 156.95
D.R. Horton (DHI) 0.9 $4.6M 51k 89.14
ConocoPhillips (COP) 0.9 $4.4M 37k 118.00
AmerisourceBergen (COR) 0.8 $4.3M 26k 165.71
UnitedHealth (UNH) 0.8 $4.2M 7.9k 530.16
CVS Caremark Corporation (CVS) 0.8 $4.1M 44k 93.19
Te Connectivity SHS 0.8 $4.0M 35k 114.80
Trane Technologies SHS (TT) 0.8 $4.0M 24k 168.09
Constellation Brands Cl A (STZ) 0.8 $3.9M 17k 231.75
PNC Financial Services (PNC) 0.7 $3.9M 24k 157.94
TJX Companies (TJX) 0.7 $3.7M 47k 79.60
Prologis (PLD) 0.7 $3.7M 33k 112.73
Qualcomm (QCOM) 0.7 $3.7M 33k 109.94
Ishares Tr S&p Mc 400vl Etf (IJJ) 0.7 $3.6M 36k 100.80
Ishares Tr Core S&p Mcp Etf (IJH) 0.7 $3.6M 15k 241.90
Johnson & Johnson (JNJ) 0.7 $3.5M 20k 176.65
Abbvie (ABBV) 0.7 $3.5M 21k 161.61
Vanguard Index Fds Extend Mkt Etf (VXF) 0.7 $3.4M 26k 132.86
Chubb (CB) 0.6 $3.3M 15k 220.60
Danaher Corporation (DHR) 0.6 $3.3M 12k 265.42
Fifth Third Ban (FITB) 0.6 $3.3M 100k 32.81
Home Depot (HD) 0.6 $3.3M 10k 315.86
Arrow Electronics (ARW) 0.6 $3.3M 31k 104.57
Oracle Corporation (ORCL) 0.6 $3.1M 38k 81.74
Linde SHS 0.6 $3.0M 9.3k 326.18
Phillips 66 (PSX) 0.6 $3.0M 29k 104.08
Alphabet Cap Stk Cl C (GOOG) 0.6 $2.9M 32k 88.73
Ishares Tr Msci Eafe Etf (EFA) 0.5 $2.8M 43k 65.64
Ishares Tr Msci Emg Mkt Etf (EEM) 0.5 $2.8M 74k 37.90
Marsh & McLennan Companies (MMC) 0.5 $2.8M 17k 165.48
Comcast Corp Cl A (CMCSA) 0.5 $2.7M 78k 34.97
Honeywell International (HON) 0.5 $2.7M 13k 214.30
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.5 $2.6M 9.8k 266.27
Huntsman Corporation (HUN) 0.5 $2.6M 94k 27.48
Merck & Co (MRK) 0.5 $2.5M 23k 110.95
American Electric Power Company (AEP) 0.5 $2.5M 26k 94.95
Raytheon Technologies Corp (RTX) 0.5 $2.5M 25k 100.92
Capital One Financial (COF) 0.5 $2.4M 26k 92.96
Nike CL B (NKE) 0.5 $2.4M 21k 117.01
Schwab Strategic Tr Us Mid-cap Etf (SCHM) 0.5 $2.3M 36k 65.61
Truist Financial Corp equities (TFC) 0.4 $2.3M 54k 43.03
Us Bancorp Del Com New (USB) 0.4 $2.3M 52k 43.61
Procter & Gamble Company (PG) 0.4 $2.2M 15k 151.56
Pulte (PHM) 0.4 $2.2M 49k 45.53
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.4 $2.0M 6.6k 308.90
Lam Research Corporation 0.4 $2.0M 4.8k 420.30
PPL Corporation (PPL) 0.4 $2.0M 68k 29.22
Ishares Tr Core S&p Scp Etf (IJR) 0.4 $1.9M 20k 94.64
Rbc Cad (RY) 0.4 $1.8M 20k 94.02
Unilever Spon Adr New (UL) 0.4 $1.8M 36k 50.35
Allegion Ord Shs (ALLE) 0.3 $1.8M 17k 105.26
Deere & Company (DE) 0.3 $1.8M 4.1k 428.72
Costco Wholesale Corporation (COST) 0.3 $1.7M 3.8k 456.55
Kearny Finl Corp Md (KRNY) 0.3 $1.7M 167k 10.15
Parker-Hannifin Corporation (PH) 0.3 $1.6M 5.6k 291.01
Colgate-Palmolive Company (CL) 0.3 $1.6M 21k 78.79
Lockheed Martin Corporation (LMT) 0.3 $1.6M 3.3k 486.47
Zimmer Holdings (ZBH) 0.3 $1.6M 13k 127.50
Pfizer (PFE) 0.3 $1.6M 31k 51.24
Caterpillar (CAT) 0.3 $1.5M 6.3k 239.56
Ishares Tr Select Divid Etf (DVY) 0.3 $1.5M 12k 120.60
Verizon Communications (VZ) 0.3 $1.4M 36k 39.40
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.3 $1.4M 4.0k 351.33
NVIDIA Corporation (NVDA) 0.3 $1.3M 9.2k 146.14
Waste Management (WM) 0.3 $1.3M 8.5k 156.88
Freeport-mcmoran CL B (FCX) 0.3 $1.3M 34k 38.00
Ishares Tr S&p Mc 400gr Etf (IJK) 0.3 $1.3M 19k 68.30
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.2 $1.3M 3.3k 382.40
BlackRock 0.2 $1.3M 1.8k 708.66
Ishares Tr Rus 1000 Etf (IWB) 0.2 $1.3M 6.0k 210.52
McDonald's Corporation (MCD) 0.2 $1.2M 4.7k 263.53
Select Sector Spdr Tr Energy (XLE) 0.2 $1.2M 14k 87.47
Automatic Data Processing (ADP) 0.2 $1.2M 5.2k 238.84
S&p Global (SPGI) 0.2 $1.2M 3.7k 334.93
Advanced Micro Devices (AMD) 0.2 $1.2M 19k 64.77
Exxon Mobil Corporation (XOM) 0.2 $1.2M 11k 110.30
Summit Matls Cl A (SUM) 0.2 $1.2M 43k 28.39
Norfolk Southern (NSC) 0.2 $1.2M 4.8k 246.42
Nextera Energy (NEE) 0.2 $1.2M 14k 83.60
Cisco Systems (CSCO) 0.2 $1.2M 24k 47.64
Masco Corporation (MAS) 0.2 $1.1M 25k 46.67
American Tower Reit (AMT) 0.2 $1.1M 5.4k 211.86
Toyota Motor Corp Ads (TM) 0.2 $1.1M 7.8k 136.58
Select Sector Spdr Tr Rl Est Sel Sec (XLRE) 0.2 $1.0M 28k 36.93
Union Pacific Corporation (UNP) 0.2 $972k 4.7k 207.07
Dominion Resources (D) 0.2 $969k 16k 61.32
Illinois Tool Works (ITW) 0.2 $925k 4.2k 220.30
Avery Dennison Corporation (AVY) 0.2 $876k 4.8k 181.00
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.2 $855k 22k 38.98
Digital Realty Trust (DLR) 0.2 $847k 8.4k 100.27
FedEx Corporation (FDX) 0.2 $842k 4.9k 173.22
Select Sector Spdr Tr Technology (XLK) 0.2 $795k 6.4k 124.44
Kimberly-Clark Corporation (KMB) 0.2 $783k 5.8k 135.75
T. Rowe Price (TROW) 0.1 $745k 6.8k 109.07
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) 0.1 $721k 1.6k 442.91
Texas Instruments Incorporated (TXN) 0.1 $709k 4.3k 165.23
Ishares Tr Eafe Sml Cp Etf (SCZ) 0.1 $705k 13k 56.48
Coca-Cola Company (KO) 0.1 $702k 11k 63.61
Goldman Sachs (GS) 0.1 $688k 2.0k 343.42
Ingersoll Rand (IR) 0.1 $678k 13k 52.25
Target Corporation (TGT) 0.1 $676k 4.5k 149.04
Vanguard World Mega Cap Index (MGC) 0.1 $675k 5.1k 132.41
Vanguard Index Fds Small Cp Etf (VB) 0.1 $669k 3.6k 183.54
NiSource (NI) 0.1 $663k 24k 27.42
PPG Industries (PPG) 0.1 $639k 5.1k 125.74
Global X Fds Rbtcs Artfl Inte (BOTZ) 0.1 $612k 30k 20.55
Carrier Global Corporation (CARR) 0.1 $612k 15k 41.25
Discover Financial Services (DFS) 0.1 $600k 6.1k 97.83
McKesson Corporation (MCK) 0.1 $599k 1.6k 375.12
Vanguard Whitehall Fds High Div Yld (VYM) 0.1 $587k 5.4k 108.21
Select Sector Spdr Tr Financial (XLF) 0.1 $586k 17k 34.20
Citigroup Com New (C) 0.1 $566k 13k 45.23
Vanguard World Fds Inf Tech Etf (VGT) 0.1 $534k 1.7k 319.41
Meta Platforms Cl A (META) 0.1 $528k 4.4k 120.34
Bristol Myers Squibb (BMY) 0.1 $526k 7.3k 71.95
Spdr Ser Tr S&p Divid Etf (SDY) 0.1 $518k 4.1k 125.12
Toro Company (TTC) 0.1 $515k 4.5k 113.20
M&T Bank Corporation (MTB) 0.1 $510k 3.5k 145.06
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.1 $497k 12k 41.97
C H Robinson Worldwide Com New (CHRW) 0.1 $492k 5.4k 91.56
General Dynamics Corporation (GD) 0.1 $481k 1.9k 248.11
Hershey Company (HSY) 0.1 $468k 2.0k 231.58
Otis Worldwide Corp (OTIS) 0.1 $457k 5.8k 78.31
Laboratory Corp Amer Hldgs Com New 0.1 $456k 1.9k 235.48
ResMed (RMD) 0.1 $456k 2.2k 208.13
Vanguard World Fds Health Car Etf (VHT) 0.1 $454k 1.8k 248.05
Cummins (CMI) 0.1 $449k 1.9k 242.32
Fidelity Covington Trust Msci Info Tech I (FTEC) 0.1 $449k 4.7k 94.51
Vanguard Index Fds Total Stk Mkt (VTI) 0.1 $444k 2.3k 191.16
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.1 $441k 6.1k 71.84
Toronto Dominion Bk Ont Com New (TD) 0.1 $429k 6.6k 64.76
Mccormick & Co Com Non Vtg (MKC) 0.1 $423k 5.1k 82.89
Abbott Laboratories (ABT) 0.1 $413k 3.8k 109.79
Toll Brothers (TOL) 0.1 $409k 8.2k 49.92
Tesla Motors (TSLA) 0.1 $408k 3.3k 123.18
Quest Diagnostics Incorporated (DGX) 0.1 $407k 2.6k 156.42
Travelers Companies (TRV) 0.1 $404k 2.2k 187.48
Globe Life (GL) 0.1 $396k 3.3k 120.55
Nucor Corporation (NUE) 0.1 $380k 2.9k 131.81
Starbucks Corporation (SBUX) 0.1 $378k 3.8k 99.21
Charles Schwab Corporation (SCHW) 0.1 $367k 4.4k 83.26
Wells Fargo & Company (WFC) 0.1 $366k 8.9k 41.29
Metropcs Communications (TMUS) 0.1 $361k 2.6k 140.00
Exelon Corporation (EXC) 0.1 $352k 8.1k 43.23
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 0.1 $347k 7.7k 45.15
Select Sector Spdr Tr Sbi Cons Discr (XLY) 0.1 $340k 2.6k 129.16
Moog Cl A (MOG.A) 0.1 $329k 3.8k 87.77
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 0.1 $326k 8.0k 40.51
Duke Energy Corp Com New (DUK) 0.1 $319k 3.1k 103.01
Arthur J. Gallagher & Co. (AJG) 0.1 $316k 1.7k 188.54
Genuine Parts Company (GPC) 0.1 $314k 1.8k 173.51
Vanguard Index Fds Mid Cap Etf (VO) 0.1 $304k 1.5k 203.81
Dollar General (DG) 0.1 $302k 1.2k 246.25
Fidelity Covington Trust Msci Hlth Care I (FHLC) 0.1 $300k 4.7k 63.98
Vanguard Scottsdale Fds Int-term Corp (VCIT) 0.1 $277k 3.6k 77.50
Eli Lilly & Co. (LLY) 0.1 $273k 747.00 365.97
Schwab Strategic Tr Us Dividend Eq (SCHD) 0.1 $272k 3.6k 75.53
Becton, Dickinson and (BDX) 0.1 $269k 1.1k 254.30
Brown & Brown (BRO) 0.1 $265k 4.7k 56.97
Ishares Tr Core Us Aggbd Et (AGG) 0.1 $263k 2.7k 96.98
Steel Dynamics (STLD) 0.0 $258k 2.6k 97.70
Novartis Sponsored Adr (NVS) 0.0 $251k 2.8k 90.72
Vanguard Index Fds Growth Etf (VUG) 0.0 $251k 1.2k 213.06
Synopsys (SNPS) 0.0 $247k 775.00 319.29
Select Sector Spdr Tr Sbi Int-inds (XLI) 0.0 $245k 2.5k 98.22
Wal-Mart Stores (WMT) 0.0 $243k 1.7k 141.81
Fidelity Covington Trust Msci Finls Idx (FNCL) 0.0 $230k 4.8k 47.94
Aon Shs Cl A (AON) 0.0 $224k 747.00 300.14
Cohen & Steers Quality Income Realty (RQI) 0.0 $220k 19k 11.50
Netflix (NFLX) 0.0 $218k 740.00 294.88
FactSet Research Systems (FDS) 0.0 $212k 528.00 401.21
RPM International (RPM) 0.0 $210k 2.2k 97.45
Invesco Exch Traded Fd Tr Ii Kbw Regl Bkg (KBWR) 0.0 $208k 3.6k 56.99
Public Service Enterprise (PEG) 0.0 $204k 3.3k 61.27
Constellation Energy (CEG) 0.0 $200k 2.3k 86.20
Kinder Morgan (KMI) 0.0 $191k 11k 18.08
Ford Motor Company (F) 0.0 $172k 15k 11.63
PIMCO Strategic Global Government Fund (RCS) 0.0 $158k 32k 4.94
Ares Capital Corp Note 4.625% 3/0 0.0 $128k 120k 1.06
Geron Corporation (GERN) 0.0 $24k 10k 2.42