River Wealth Advisors

River Wealth Advisors as of Dec. 31, 2023

Portfolio Holdings for River Wealth Advisors

River Wealth Advisors holds 207 positions in its portfolio as reported in the December 2023 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr Russell 2000 Etf (IWM) 6.3 $40M 197k 200.71
Apple (AAPL) 5.4 $34M 175k 192.53
Microsoft Corporation (MSFT) 4.3 $27M 71k 376.04
Ishares Tr Rus Mid Cap Etf (IWR) 4.0 $25M 325k 77.73
Ishares Tr Core S&p500 Etf (IVV) 3.9 $24M 51k 477.63
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 3.2 $20M 352k 56.14
Ishares Tr 0-5yr Invt Gr Cp (SLQD) 2.7 $17M 350k 49.20
Spdr Ser Tr Bbg Conv Sec Etf (CWB) 2.4 $15M 208k 72.15
Accenture Plc Ireland Shs Class A (ACN) 2.0 $13M 36k 350.91
Visa Com Cl A (V) 2.0 $13M 48k 260.35
Alphabet Cap Stk Cl A (GOOGL) 2.0 $12M 88k 139.69
Amazon (AMZN) 1.8 $12M 76k 151.94
NVIDIA Corporation (NVDA) 1.6 $10M 21k 495.22
JPMorgan Chase & Co. (JPM) 1.6 $10M 59k 170.10
Ishares Core Msci Emkt (IEMG) 1.4 $8.7M 172k 50.58
D.R. Horton (DHI) 1.4 $8.5M 56k 151.98
Pepsi (PEP) 1.3 $7.9M 46k 169.84
Lam Research Corporation 1.2 $7.3M 9.3k 783.29
Stryker Corporation (SYK) 1.2 $7.2M 24k 299.46
Lowe's Companies (LOW) 1.1 $7.0M 31k 222.55
Anthem (ELV) 1.1 $6.9M 15k 471.55
Eaton Corp SHS (ETN) 1.1 $6.8M 28k 240.82
Carlisle Companies (CSL) 1.0 $6.4M 21k 312.43
AmerisourceBergen (COR) 1.0 $6.2M 30k 205.38
TJX Companies (TJX) 1.0 $6.1M 65k 93.81
Bank of America Corporation (BAC) 1.0 $6.1M 180k 33.67
Air Products & Chemicals (APD) 0.9 $5.8M 21k 273.81
Mastercard Incorporated Cl A (MA) 0.9 $5.7M 14k 426.51
Vanguard Index Fds Sml Cp Grw Etf (VBK) 0.9 $5.5M 23k 241.77
UnitedHealth (UNH) 0.9 $5.4M 10k 526.49
Advanced Micro Devices (AMD) 0.8 $5.2M 35k 147.41
Thermo Fisher Scientific (TMO) 0.8 $5.2M 9.7k 530.79
Walt Disney Company (DIS) 0.8 $5.1M 57k 90.29
Chevron Corporation (CVX) 0.8 $4.8M 32k 149.16
Chubb (CB) 0.7 $4.6M 20k 226.00
Trane Technologies SHS (TT) 0.7 $4.5M 19k 243.89
Amgen (AMGN) 0.7 $4.4M 15k 288.01
Constellation Brands Cl A (STZ) 0.7 $4.4M 18k 241.75
CVS Caremark Corporation (CVS) 0.7 $4.3M 55k 78.96
Te Connectivity SHS 0.7 $4.3M 31k 140.50
Ishares Tr Core S&p Mcp Etf (IJH) 0.7 $4.2M 15k 277.16
Alphabet Cap Stk Cl C (GOOG) 0.7 $4.1M 29k 140.93
Pulte (PHM) 0.7 $4.1M 40k 103.22
Comcast Corp Cl A (CMCSA) 0.6 $3.9M 89k 43.85
Ishares Tr S&p Mc 400vl Etf (IJJ) 0.6 $3.8M 33k 114.04
ConocoPhillips (COP) 0.6 $3.8M 32k 116.07
Merck & Co (MRK) 0.6 $3.8M 34k 109.02
Metropcs Communications (TMUS) 0.6 $3.6M 22k 160.33
Costco Wholesale Corporation (COST) 0.6 $3.5M 5.4k 660.11
Oracle Corporation (ORCL) 0.6 $3.5M 33k 105.43
Vanguard Index Fds Extend Mkt Etf (VXF) 0.6 $3.5M 21k 164.42
Phillips 66 (PSX) 0.5 $3.3M 25k 133.14
Home Depot (HD) 0.5 $3.3M 9.6k 346.55
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.5 $3.2M 7.9k 409.51
Linde SHS (LIN) 0.5 $3.2M 7.7k 410.72
Prologis (PLD) 0.5 $3.0M 23k 133.30
Arrow Electronics (ARW) 0.5 $3.0M 25k 122.25
Fifth Third Ban (FITB) 0.5 $2.9M 84k 34.49
Marsh & McLennan Companies (MMC) 0.5 $2.9M 15k 189.47
Deere & Company (DE) 0.4 $2.8M 7.0k 399.89
BlackRock 0.4 $2.8M 3.4k 811.72
Tetra Tech (TTEK) 0.4 $2.7M 16k 166.93
Ishares Tr Msci Emg Mkt Etf (EEM) 0.4 $2.7M 68k 40.21
Johnson & Johnson (JNJ) 0.4 $2.7M 17k 156.74
Capital One Financial (COF) 0.4 $2.7M 21k 131.12
Waste Management (WM) 0.4 $2.7M 15k 179.09
Abbvie (ABBV) 0.4 $2.6M 17k 154.97
Ishares Tr Msci Eafe Etf (EFA) 0.4 $2.5M 34k 75.35
Schwab Strategic Tr Us Mid-cap Etf (SCHM) 0.4 $2.5M 34k 75.32
Danaher Corporation (DHR) 0.4 $2.5M 11k 231.35
Parker-Hannifin Corporation (PH) 0.4 $2.3M 4.9k 460.72
PNC Financial Services (PNC) 0.4 $2.2M 14k 154.85
FedEx Corporation (FDX) 0.3 $2.1M 8.3k 252.97
Truist Financial Corp equities (TFC) 0.3 $2.1M 57k 36.92
Honeywell International (HON) 0.3 $2.1M 9.9k 209.71
Exxon Mobil Corporation (XOM) 0.3 $2.0M 20k 99.98
Ishares Tr Core S&p Scp Etf (IJR) 0.3 $2.0M 19k 108.25
Procter & Gamble Company (PG) 0.3 $2.0M 14k 146.54
Freeport-mcmoran CL B (FCX) 0.3 $2.0M 47k 42.57
Raytheon Technologies Corp (RTX) 0.3 $2.0M 24k 84.14
Lockheed Martin Corporation (LMT) 0.3 $2.0M 4.3k 453.22
American Electric Power Company (AEP) 0.3 $1.9M 24k 81.22
Qualcomm (QCOM) 0.3 $1.9M 13k 144.63
Summit Matls Cl A (SUM) 0.3 $1.8M 48k 38.46
Caterpillar (CAT) 0.3 $1.7M 5.8k 295.67
Targa Res Corp (TRGP) 0.3 $1.6M 19k 86.87
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.3 $1.6M 3.7k 436.80
Ishares Tr Rus 1000 Etf (IWB) 0.3 $1.6M 6.1k 262.26
Goldman Sachs (GS) 0.3 $1.6M 4.1k 385.75
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.2 $1.5M 4.2k 356.66
Kearny Finl Corp Md (KRNY) 0.2 $1.5M 167k 8.97
Nextera Energy (NEE) 0.2 $1.5M 24k 60.74
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.2 $1.5M 3.1k 475.33
Meta Platforms Cl A (META) 0.2 $1.4M 4.1k 353.96
S&p Global (SPGI) 0.2 $1.4M 3.2k 440.57
Us Bancorp Del Com New (USB) 0.2 $1.4M 32k 43.28
Vanguard Scottsdale Fds Vng Rus1000grw (VONG) 0.2 $1.3M 17k 78.02
Ishares Tr S&p Mc 400gr Etf (IJK) 0.2 $1.3M 17k 79.22
Allegion Ord Shs (ALLE) 0.2 $1.3M 10k 126.69
NiSource (NI) 0.2 $1.3M 48k 26.55
McDonald's Corporation (MCD) 0.2 $1.3M 4.3k 296.51
Cisco Systems (CSCO) 0.2 $1.2M 24k 50.52
Unilever Spon Adr New (UL) 0.2 $1.2M 25k 48.48
Ishares Tr Select Divid Etf (DVY) 0.2 $1.2M 10k 117.22
Colgate-Palmolive Company (CL) 0.2 $1.2M 15k 79.71
Select Sector Spdr Tr Energy (XLE) 0.2 $1.1M 13k 83.84
Toyota Motor Corp Ads (TM) 0.2 $1.1M 6.0k 183.38
Rbc Cad (RY) 0.2 $1.1M 11k 101.13
Eli Lilly & Co. (LLY) 0.2 $1.0M 1.7k 582.82
Select Sector Spdr Tr Technology (XLK) 0.2 $991k 5.2k 192.46
Automatic Data Processing (ADP) 0.2 $986k 4.2k 232.98
Norfolk Southern (NSC) 0.2 $947k 4.0k 236.38
Zimmer Holdings (ZBH) 0.1 $926k 7.6k 121.69
Illinois Tool Works (ITW) 0.1 $901k 3.4k 261.91
Union Pacific Corporation (UNP) 0.1 $898k 3.7k 245.62
Avery Dennison Corporation (AVY) 0.1 $855k 4.2k 202.16
Ingersoll Rand (IR) 0.1 $852k 11k 77.34
Vanguard Index Fds Small Cp Etf (VB) 0.1 $839k 3.9k 213.35
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.1 $834k 20k 41.10
Select Sector Spdr Tr Rl Est Sel Sec (XLRE) 0.1 $816k 20k 40.06
Masco Corporation (MAS) 0.1 $777k 12k 66.98
Digital Realty Trust (DLR) 0.1 $758k 5.6k 134.58
Huntsman Corporation (HUN) 0.1 $748k 30k 25.13
Ishares Tr Eafe Sml Cp Etf (SCZ) 0.1 $736k 12k 61.90
PPG Industries (PPG) 0.1 $708k 4.7k 149.55
McKesson Corporation (MCK) 0.1 $696k 1.5k 462.98
Spdr Ser Tr Bloomberg 1-3 Mo (BIL) 0.1 $694k 7.6k 91.39
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) 0.1 $679k 1.3k 507.38
Toll Brothers (TOL) 0.1 $674k 6.6k 102.79
PPL Corporation (PPL) 0.1 $626k 23k 27.10
Global X Fds Rbtcs Artfl Inte (BOTZ) 0.1 $615k 22k 28.50
American Tower Reit (AMT) 0.1 $571k 2.6k 215.88
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.1 $571k 12k 47.90
Coca-Cola Company (KO) 0.1 $566k 9.6k 58.93
Fidelity Covington Trust Msci Info Tech I (FTEC) 0.1 $555k 3.9k 143.64
Wells Fargo & Company (WFC) 0.1 $546k 11k 49.22
General Dynamics Corporation (GD) 0.1 $545k 2.1k 259.61
Vanguard Index Fds Total Stk Mkt (VTI) 0.1 $540k 2.3k 237.17
T. Rowe Price (TROW) 0.1 $534k 5.0k 107.68
Carrier Global Corporation (CARR) 0.1 $531k 9.3k 57.45
Discover Financial Services (DFS) 0.1 $528k 4.7k 112.40
Select Sector Spdr Tr Financial (XLF) 0.1 $522k 14k 37.60
Vanguard World Fds Inf Tech Etf (VGT) 0.1 $498k 1.0k 484.00
Kimberly-Clark Corporation (KMB) 0.1 $493k 4.1k 121.52
Dominion Resources (D) 0.1 $475k 10k 47.00
Ishares Tr Core Div Grwth (DGRO) 0.1 $462k 8.6k 53.82
M&T Bank Corporation (MTB) 0.1 $441k 3.2k 137.08
Travelers Companies (TRV) 0.1 $438k 2.3k 190.46
C H Robinson Worldwide Com New (CHRW) 0.1 $403k 4.7k 86.39
Texas Instruments Incorporated (TXN) 0.1 $400k 2.3k 170.49
Charles Schwab Corporation (SCHW) 0.1 $394k 5.7k 68.80
Vanguard World Mega Cap Index (MGC) 0.1 $392k 2.3k 169.28
Vanguard World Fds Health Car Etf (VHT) 0.1 $390k 1.6k 250.70
Globe Life (GL) 0.1 $386k 3.2k 121.72
Spdr Ser Tr S&p Divid Etf (SDY) 0.1 $385k 3.1k 124.97
Nucor Corporation (NUE) 0.1 $383k 2.2k 174.08
Starbucks Corporation (SBUX) 0.1 $379k 3.9k 96.00
Vanguard Index Fds Mid Cap Etf (VO) 0.1 $374k 1.6k 232.67
Hershey Company (HSY) 0.1 $373k 2.0k 186.43
Synopsys (SNPS) 0.1 $358k 695.00 514.91
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 0.1 $357k 7.6k 47.24
Vanguard Whitehall Fds High Div Yld (VYM) 0.1 $356k 3.2k 111.63
Arthur J. Gallagher & Co. (AJG) 0.1 $355k 1.6k 224.88
Abbott Laboratories (ABT) 0.1 $349k 3.2k 110.07
Ishares Tr Core Msci Eafe (IEFA) 0.1 $344k 4.9k 70.35
Netflix (NFLX) 0.1 $327k 672.00 486.88
Brown & Brown (BRO) 0.1 $319k 4.5k 71.11
Ishares Tr Rus 1000 Grw Etf (IWF) 0.1 $316k 1.0k 303.17
Mccormick & Co Com Non Vtg (MKC) 0.0 $307k 4.5k 68.42
Public Service Enterprise (PEG) 0.0 $305k 5.0k 61.15
Novartis Sponsored Adr (NVS) 0.0 $304k 3.0k 100.97
Moog Cl A (MOG.A) 0.0 $301k 2.1k 144.78
Lululemon Athletica (LULU) 0.0 $296k 578.00 511.29
Laboratory Corp Amer Hldgs Com New 0.0 $295k 1.3k 227.29
Select Sector Spdr Tr Sbi Cons Discr (XLY) 0.0 $285k 1.6k 178.81
Tesla Motors (TSLA) 0.0 $283k 1.1k 248.48
ResMed (RMD) 0.0 $277k 1.6k 172.02
Fidelity Covington Trust Msci Hlth Care I (FHLC) 0.0 $274k 4.2k 64.69
Broadridge Financial Solutions (BR) 0.0 $274k 1.3k 205.75
Quest Diagnostics Incorporated (DGX) 0.0 $271k 2.0k 137.85
Vanguard Specialized Funds Div App Etf (VIG) 0.0 $266k 1.6k 170.40
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 0.0 $251k 4.4k 56.40
Fidelity Covington Trust Msci Finls Idx (FNCL) 0.0 $248k 4.6k 53.55
Schwab Strategic Tr Us Dividend Eq (SCHD) 0.0 $246k 3.2k 76.13
Watsco, Incorporated (WSO) 0.0 $245k 571.00 428.47
Ameriprise Financial (AMP) 0.0 $242k 637.00 379.83
Wal-Mart Stores (WMT) 0.0 $242k 1.5k 157.68
Aon Shs Cl A (AON) 0.0 $237k 815.00 291.02
Veralto Corp Com Shs (VLTO) 0.0 $237k 2.9k 82.26
FactSet Research Systems (FDS) 0.0 $235k 492.00 477.05
Fidelity Covington Trust Msci Consm Dis (FDIS) 0.0 $235k 3.0k 78.94
Duke Energy Corp Com New (DUK) 0.0 $232k 2.4k 97.06
Morgan Stanley Com New (MS) 0.0 $230k 2.5k 93.24
Schwab Strategic Tr Intl Eqty Etf (SCHF) 0.0 $225k 6.1k 36.96
Bristol Myers Squibb (BMY) 0.0 $222k 4.3k 51.31
Vanguard Index Fds Growth Etf (VUG) 0.0 $219k 704.00 310.86
Genuine Parts Company (GPC) 0.0 $217k 1.6k 138.50
Adobe Systems Incorporated (ADBE) 0.0 $211k 353.00 596.60
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.0 $210k 2.9k 73.55
Ishares Tr 20 Yr Tr Bd Etf (TLT) 0.0 $208k 2.1k 98.88
Charles River Laboratories (CRL) 0.0 $206k 872.00 236.40
RPM International (RPM) 0.0 $206k 1.8k 111.63
Ishares Tr Rus 2000 Grw Etf (IWO) 0.0 $204k 807.00 252.22
Medtronic SHS (MDT) 0.0 $202k 2.4k 82.38
Ares Capital Corp Note 4.625% 3/0 0.0 $74k 70k 1.05
Ocular Therapeutix (OCUL) 0.0 $45k 10k 4.46
Geron Corporation (GERN) 0.0 $21k 10k 2.11