River Wealth Advisors

River Wealth Advisors as of March 31, 2024

Portfolio Holdings for River Wealth Advisors

River Wealth Advisors holds 208 positions in its portfolio as reported in the March 2024 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr Russell 2000 Etf (IWM) 6.4 $44M 210k 210.30
Microsoft Corporation (MSFT) 4.4 $31M 73k 420.72
Apple (AAPL) 4.4 $30M 176k 171.48
Ishares Tr Rus Mid Cap Etf (IWR) 4.2 $29M 343k 84.09
Ishares Tr Core S&p500 Etf (IVV) 3.5 $24M 46k 525.73
NVIDIA Corporation (NVDA) 2.9 $20M 22k 903.56
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 2.7 $18M 313k 58.65
Ishares Tr 0-5yr Invt Gr Cp (SLQD) 2.4 $17M 338k 49.22
Spdr Ser Tr Bbg Conv Sec Etf (CWB) 2.3 $16M 213k 73.04
Amazon (AMZN) 2.1 $14M 79k 180.38
Alphabet Cap Stk Cl A (GOOGL) 2.0 $14M 90k 150.93
Visa Com Cl A (V) 1.9 $13M 48k 279.08
Accenture Plc Ireland Shs Class A (ACN) 1.9 $13M 37k 346.61
JPMorgan Chase & Co. (JPM) 1.8 $12M 62k 200.30
Lam Research Corporation 1.4 $9.5M 9.8k 971.62
D.R. Horton (DHI) 1.4 $9.3M 57k 164.55
Eaton Corp SHS (ETN) 1.3 $9.0M 29k 312.68
Pepsi (PEP) 1.2 $8.4M 48k 175.01
Ishares Core Msci Emkt (IEMG) 1.2 $8.2M 159k 51.60
Stryker Corporation (SYK) 1.2 $8.2M 23k 357.87
Lowe's Companies (LOW) 1.2 $8.0M 31k 254.73
Carlisle Companies (CSL) 1.2 $8.0M 20k 391.85
AmerisourceBergen (COR) 1.1 $7.7M 32k 242.99
Anthem (ELV) 1.1 $7.5M 14k 518.53
Advanced Micro Devices (AMD) 1.1 $7.4M 41k 180.49
TJX Companies (TJX) 1.1 $7.3M 72k 101.42
Walt Disney Company (DIS) 1.0 $7.2M 59k 122.36
Bank of America Corporation (BAC) 1.0 $7.0M 183k 37.92
Mastercard Incorporated Cl A (MA) 0.9 $6.0M 13k 481.56
Vanguard Index Fds Sml Cp Grw Etf (VBK) 0.9 $5.9M 23k 260.72
Chubb (CB) 0.8 $5.8M 22k 259.12
Trane Technologies SHS (TT) 0.8 $5.5M 18k 300.21
Chevron Corporation (CVX) 0.8 $5.3M 34k 157.74
UnitedHealth (UNH) 0.8 $5.2M 11k 494.72
Constellation Brands Cl A (STZ) 0.7 $5.1M 19k 271.76
Air Products & Chemicals (APD) 0.7 $5.1M 21k 242.27
Merck & Co (MRK) 0.7 $4.9M 37k 131.95
Costco Wholesale Corporation (COST) 0.7 $4.9M 6.6k 732.59
CVS Caremark Corporation (CVS) 0.7 $4.7M 59k 79.76
Pulte (PHM) 0.7 $4.6M 38k 120.62
Oracle Corporation (ORCL) 0.7 $4.6M 36k 125.61
Thermo Fisher Scientific (TMO) 0.6 $4.4M 7.6k 581.21
Eli Lilly & Co. (LLY) 0.6 $4.3M 5.6k 778.00
Ishares Tr Core S&p Mcp Etf (IJH) 0.6 $4.3M 71k 60.74
Alphabet Cap Stk Cl C (GOOG) 0.6 $4.3M 28k 152.26
Metropcs Communications (TMUS) 0.6 $4.3M 26k 163.22
Amgen (AMGN) 0.6 $4.2M 15k 284.31
Comcast Corp Cl A (CMCSA) 0.6 $4.2M 97k 43.35
Phillips 66 (PSX) 0.6 $4.2M 26k 163.34
ConocoPhillips (COP) 0.6 $4.1M 32k 127.28
Te Connectivity SHS 0.6 $4.0M 28k 145.24
Home Depot (HD) 0.6 $3.9M 10k 383.59
Ishares Tr S&p Mc 400vl Etf (IJJ) 0.6 $3.8M 33k 118.29
Waste Management (WM) 0.5 $3.7M 17k 213.15
Tetra Tech (TTEK) 0.5 $3.6M 20k 184.71
Vanguard Index Fds Extend Mkt Etf (VXF) 0.5 $3.6M 20k 175.27
Linde SHS (LIN) 0.5 $3.5M 7.5k 464.33
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.5 $3.5M 7.8k 444.00
Deere & Company (DE) 0.5 $3.3M 8.0k 410.72
BlackRock 0.5 $3.3M 3.9k 833.63
Marsh & McLennan Companies (MMC) 0.4 $3.0M 15k 205.98
Arrow Electronics (ARW) 0.4 $2.9M 23k 129.46
Abbvie (ABBV) 0.4 $2.9M 16k 182.10
Capital One Financial (COF) 0.4 $2.8M 19k 148.89
Exxon Mobil Corporation (XOM) 0.4 $2.8M 24k 116.24
Fifth Third Ban (FITB) 0.4 $2.7M 74k 37.21
Schwab Strategic Tr Us Mid-cap Etf (SCHM) 0.4 $2.7M 33k 81.43
Parker-Hannifin Corporation (PH) 0.4 $2.7M 4.8k 555.82
Targa Res Corp (TRGP) 0.4 $2.7M 24k 111.99
Freeport-mcmoran CL B (FCX) 0.4 $2.6M 55k 47.02
Johnson & Johnson (JNJ) 0.4 $2.5M 16k 158.19
Summit Matls Cl A (SUM) 0.4 $2.5M 55k 44.57
Danaher Corporation (DHR) 0.3 $2.4M 9.6k 249.73
Procter & Gamble Company (PG) 0.3 $2.4M 15k 162.25
FedEx Corporation (FDX) 0.3 $2.4M 8.1k 289.74
Prologis (PLD) 0.3 $2.3M 18k 130.22
Raytheon Technologies Corp (RTX) 0.3 $2.3M 24k 97.53
Caterpillar (CAT) 0.3 $2.3M 6.2k 366.43
Qualcomm (QCOM) 0.3 $2.2M 13k 169.30
PNC Financial Services (PNC) 0.3 $2.1M 13k 161.59
Ishares Tr Msci Emg Mkt Etf (EEM) 0.3 $2.1M 51k 41.08
Ishares Tr Msci Eafe Etf (EFA) 0.3 $2.1M 26k 79.86
Novo-nordisk A S Adr (NVO) 0.3 $2.0M 16k 128.40
Honeywell International (HON) 0.3 $2.0M 9.7k 205.25
Ishares Tr Core S&p Scp Etf (IJR) 0.3 $1.9M 18k 110.52
Lockheed Martin Corporation (LMT) 0.3 $1.9M 4.2k 454.89
Truist Financial Corp equities (TFC) 0.3 $1.9M 49k 38.98
Meta Platforms Cl A (META) 0.3 $1.9M 3.9k 485.58
Ishares Tr Rus 1000 Etf (IWB) 0.3 $1.7M 6.0k 288.03
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.2 $1.7M 3.6k 480.74
American Electric Power Company (AEP) 0.2 $1.7M 19k 86.10
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.2 $1.6M 3.9k 420.52
Goldman Sachs (GS) 0.2 $1.6M 3.9k 417.73
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.2 $1.6M 3.0k 523.12
Toyota Motor Corp Ads (TM) 0.2 $1.5M 6.0k 251.68
Ishares Tr S&p Mc 400gr Etf (IJK) 0.2 $1.5M 17k 91.25
S&p Global (SPGI) 0.2 $1.4M 3.2k 425.41
Colgate-Palmolive Company (CL) 0.2 $1.3M 15k 90.05
Allegion Ord Shs (ALLE) 0.2 $1.3M 9.7k 134.71
Nextera Energy (NEE) 0.2 $1.3M 20k 63.91
Select Sector Spdr Tr Energy (XLE) 0.2 $1.3M 13k 94.41
Cisco Systems (CSCO) 0.2 $1.3M 25k 49.91
Unilever Spon Adr New (UL) 0.2 $1.2M 24k 50.19
Select Sector Spdr Tr Technology (XLK) 0.2 $1.2M 5.7k 208.27
Ishares Tr Select Divid Etf (DVY) 0.2 $1.2M 9.6k 123.18
McDonald's Corporation (MCD) 0.2 $1.2M 4.2k 281.95
Kearny Finl Corp Md (KRNY) 0.2 $1.1M 167k 6.44
Automatic Data Processing (ADP) 0.1 $1.0M 4.1k 249.73
Illinois Tool Works (ITW) 0.1 $1.0M 3.8k 268.35
Ingersoll Rand (IR) 0.1 $1.0M 11k 94.95
NiSource (NI) 0.1 $998k 36k 27.66
Rbc Cad (RY) 0.1 $938k 9.3k 100.88
Vanguard Index Fds Small Cp Etf (VB) 0.1 $926k 4.1k 228.56
Avery Dennison Corporation (AVY) 0.1 $924k 4.1k 223.25
Masco Corporation (MAS) 0.1 $896k 11k 78.88
Hershey Company (HSY) 0.1 $863k 4.4k 194.50
Norfolk Southern (NSC) 0.1 $858k 3.4k 254.87
Union Pacific Corporation (UNP) 0.1 $858k 3.5k 245.93
Toll Brothers (TOL) 0.1 $842k 6.5k 129.37
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.1 $768k 18k 41.77
McKesson Corporation (MCK) 0.1 $768k 1.4k 536.85
PPG Industries (PPG) 0.1 $723k 5.0k 144.90
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) 0.1 $713k 1.3k 556.40
Ishares Tr Eafe Sml Cp Etf (SCZ) 0.1 $674k 11k 63.33
Wells Fargo & Company (WFC) 0.1 $649k 11k 57.96
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.1 $643k 13k 50.17
Vanguard Index Fds Total Stk Mkt (VTI) 0.1 $622k 2.4k 259.85
Select Sector Spdr Tr Financial (XLF) 0.1 $621k 15k 42.12
Digital Realty Trust (DLR) 0.1 $616k 4.3k 144.05
T. Rowe Price (TROW) 0.1 $607k 5.0k 121.91
Carrier Global Corporation (CARR) 0.1 $592k 10k 58.13
Select Sector Spdr Tr Rl Est Sel Sec (XLRE) 0.1 $592k 15k 39.53
Travelers Companies (TRV) 0.1 $589k 2.6k 230.18
Discover Financial Services (DFS) 0.1 $588k 4.5k 131.09
Coca-Cola Company (KO) 0.1 $582k 9.5k 61.18
Fidelity Covington Trust Msci Info Tech I (FTEC) 0.1 $573k 3.7k 155.83
Abbott Laboratories (ABT) 0.1 $570k 5.0k 113.67
General Dynamics Corporation (GD) 0.1 $569k 2.0k 282.52
Vanguard World Inf Tech Etf (VGT) 0.1 $539k 1.0k 524.34
Global X Fds Rbtcs Artfl Inte (BOTZ) 0.1 $530k 17k 31.81
Kimberly-Clark Corporation (KMB) 0.1 $508k 3.9k 129.34
Ishares Tr Core Div Grwth (DGRO) 0.1 $498k 8.6k 58.06
Zimmer Holdings (ZBH) 0.1 $494k 3.7k 131.96
Vanguard World Health Car Etf (VHT) 0.1 $469k 1.7k 270.53
Vanguard World Mega Cap Index (MGC) 0.1 $432k 2.3k 186.87
Bristol Myers Squibb (BMY) 0.1 $416k 7.7k 54.23
Mondelez Intl Cl A (MDLZ) 0.1 $415k 5.9k 70.00
M&T Bank Corporation (MTB) 0.1 $413k 2.8k 145.44
Nucor Corporation (NUE) 0.1 $410k 2.1k 197.95
Netflix (NFLX) 0.1 $410k 675.00 607.33
Texas Instruments Incorporated (TXN) 0.1 $407k 2.3k 174.23
Vanguard Index Fds Mid Cap Etf (VO) 0.1 $404k 1.6k 249.83
Spdr Ser Tr S&p Divid Etf (SDY) 0.1 $404k 3.1k 131.24
Synopsys (SNPS) 0.1 $397k 695.00 571.50
PPL Corporation (PPL) 0.1 $387k 14k 27.53
Vanguard Whitehall Fds High Div Yld (VYM) 0.1 $387k 3.2k 120.99
Arthur J. Gallagher & Co. (AJG) 0.1 $382k 1.5k 250.04
Brown & Brown (BRO) 0.1 $378k 4.3k 87.54
Applied Materials (AMAT) 0.1 $376k 1.8k 206.17
Starbucks Corporation (SBUX) 0.1 $369k 4.0k 91.38
Dominion Resources (D) 0.1 $361k 7.3k 49.19
Globe Life (GL) 0.1 $355k 3.0k 116.37
Ishares Tr Rus 1000 Grw Etf (IWF) 0.1 $352k 1.0k 337.05
Schwab Strategic Tr Us Dividend Eq (SCHD) 0.0 $344k 4.3k 80.64
Marathon Petroleum Corp (MPC) 0.0 $340k 1.7k 201.55
Public Service Enterprise (PEG) 0.0 $333k 5.0k 66.78
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 0.0 $331k 6.7k 49.24
American Tower Reit (AMT) 0.0 $330k 1.7k 197.63
Charles Schwab Corporation (SCHW) 0.0 $330k 4.6k 72.34
Mccormick & Co Com Non Vtg (MKC) 0.0 $325k 4.2k 76.81
Vanguard Index Fds Growth Etf (VUG) 0.0 $323k 938.00 344.20
Fidelity Covington Trust Msci Hlth Care I (FHLC) 0.0 $299k 4.3k 69.77
Moog Cl A (MOG.A) 0.0 $299k 1.9k 159.65
C H Robinson Worldwide Com New (CHRW) 0.0 $294k 3.9k 76.14
Cigna Corp (CI) 0.0 $282k 777.00 363.23
Select Sector Spdr Tr Sbi Cons Discr (XLY) 0.0 $274k 1.5k 183.89
Fidelity Covington Trust Msci Finls Idx (FNCL) 0.0 $273k 4.6k 59.40
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 0.0 $271k 4.4k 62.06
Ishares Tr Core Msci Eafe (IEFA) 0.0 $270k 3.6k 74.22
Wal-Mart Stores (WMT) 0.0 $266k 4.4k 60.17
ResMed (RMD) 0.0 $258k 1.3k 198.03
Broadridge Financial Solutions (BR) 0.0 $249k 1.2k 204.86
Quest Diagnostics Incorporated (DGX) 0.0 $249k 1.9k 133.08
Fidelity Covington Trust Msci Consm Dis (FDIS) 0.0 $248k 3.0k 82.47
Aon Shs Cl A (AON) 0.0 $239k 716.00 333.72
Hp (HPQ) 0.0 $238k 7.9k 30.22
Watsco, Incorporated (WSO) 0.0 $236k 547.00 431.97
Schwab Strategic Tr Intl Eqty Etf (SCHF) 0.0 $230k 5.9k 39.02
Charles River Laboratories (CRL) 0.0 $230k 847.00 270.95
Morgan Stanley Com New (MS) 0.0 $225k 2.4k 94.15
Cummins (CMI) 0.0 $224k 761.00 294.65
Huntsman Corporation (HUN) 0.0 $222k 8.5k 26.03
Tesla Motors (TSLA) 0.0 $220k 1.3k 175.79
Lululemon Athletica (LULU) 0.0 $219k 561.00 390.65
Ameriprise Financial (AMP) 0.0 $219k 499.00 438.44
Ishares Tr Rus 2000 Grw Etf (IWO) 0.0 $219k 807.00 270.80
Laboratory Corp Amer Hldgs Com New 0.0 $218k 997.00 218.46
Novartis Sponsored Adr (NVS) 0.0 $217k 2.2k 96.73
Fidelity Covington Trust Msci Indl Indx (FIDU) 0.0 $217k 3.2k 67.81
Genuine Parts Company (GPC) 0.0 $216k 1.4k 154.93
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 0.0 $216k 3.5k 61.05
Crowdstrike Hldgs Cl A (CRWD) 0.0 $215k 671.00 320.59
Emerson Electric (EMR) 0.0 $214k 1.9k 113.43
RPM International (RPM) 0.0 $211k 1.8k 118.95
Church & Dwight (CHD) 0.0 $210k 2.0k 104.31
Ishares Tr Rus Mdcp Val Etf (IWS) 0.0 $208k 1.7k 125.33
Verizon Communications (VZ) 0.0 $202k 4.8k 41.96
Lexicon Pharmaceuticals Com New (LXRX) 0.0 $24k 10k 2.40