River Wealth Advisors

River Wealth Advisors as of Sept. 30, 2024

Portfolio Holdings for River Wealth Advisors

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

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr Russell 2000 Etf (IWM) 6.6 $50M 224k 220.89
Apple (AAPL) 5.5 $41M 177k 233.00
Microsoft Corporation (MSFT) 4.4 $33M 76k 430.30
Ishares Tr Rus Mid Cap Etf (IWR) 4.3 $32M 365k 88.14
Ishares Tr Core S&p500 Etf (IVV) 3.8 $28M 49k 576.82
NVIDIA Corporation (NVDA) 3.5 $26M 216k 121.44
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 2.3 $17M 272k 63.00
Spdr Ser Tr Bbg Conv Sec Etf (CWB) 2.2 $17M 217k 76.59
Ishares Tr 0-5yr Invt Gr Cp (SLQD) 2.2 $16M 321k 50.43
Alphabet Cap Stk Cl A (GOOGL) 2.1 $16M 94k 165.85
Accenture Plc Ireland Shs Class A (ACN) 2.0 $15M 41k 353.48
Amazon (AMZN) 1.9 $14M 75k 186.33
JPMorgan Chase & Co. (JPM) 1.8 $14M 64k 210.86
Visa Com Cl A (V) 1.8 $13M 49k 274.95
D.R. Horton (DHI) 1.4 $11M 57k 190.77
Eaton Corp SHS (ETN) 1.3 $9.9M 30k 331.44
TJX Companies (TJX) 1.2 $9.2M 78k 117.54
Carlisle Companies (CSL) 1.2 $8.7M 19k 449.75
Pepsi (PEP) 1.2 $8.7M 51k 170.05
Advanced Micro Devices (AMD) 1.1 $8.2M 50k 164.08
Ishares Core Msci Emkt (IEMG) 1.1 $7.9M 138k 57.41
AmerisourceBergen (COR) 1.0 $7.8M 35k 225.08
Stryker Corporation (SYK) 1.0 $7.7M 21k 361.27
Bank of America Corporation (BAC) 1.0 $7.6M 191k 39.68
Metropcs Communications (TMUS) 1.0 $7.5M 36k 206.36
Eli Lilly & Co. (LLY) 1.0 $7.3M 8.3k 885.90
Anthem (ELV) 1.0 $7.2M 14k 519.99
Chubb (CB) 0.9 $7.1M 25k 288.38
Chipotle Mexican Grill (CMG) 0.9 $7.0M 121k 57.62
UnitedHealth (UNH) 0.9 $6.7M 12k 584.69
Trane Technologies SHS (TT) 0.9 $6.6M 17k 388.72
Costco Wholesale Corporation (COST) 0.9 $6.4M 7.2k 886.56
Oracle Corporation (ORCL) 0.8 $6.2M 36k 170.40
Lam Research Corporation 0.8 $6.0M 7.4k 816.12
Vanguard Index Fds Sml Cp Grw Etf (VBK) 0.8 $5.9M 22k 267.38
Mastercard Incorporated Cl A (MA) 0.8 $5.8M 12k 493.78
Air Products & Chemicals (APD) 0.7 $5.5M 19k 297.74
Tetra Tech (TTEK) 0.7 $5.3M 113k 47.16
Chevron Corporation (CVX) 0.7 $5.3M 36k 147.27
Lowe's Companies (LOW) 0.7 $5.2M 19k 270.85
Merck & Co (MRK) 0.7 $5.0M 44k 113.56
Constellation Brands Cl A (STZ) 0.7 $5.0M 19k 257.70
Pulte (PHM) 0.7 $4.9M 34k 143.53
Amgen (AMGN) 0.6 $4.7M 15k 322.21
BlackRock 0.6 $4.5M 4.7k 949.53
Alphabet Cap Stk Cl C (GOOG) 0.6 $4.4M 26k 167.19
Targa Res Corp (TRGP) 0.6 $4.3M 29k 148.01
Ishares Tr Core S&p Mcp Etf (IJH) 0.6 $4.3M 69k 62.32
Novo-nordisk A S Adr (NVO) 0.6 $4.2M 35k 119.07
Waste Management (WM) 0.5 $4.1M 20k 207.60
Deere & Company (DE) 0.5 $3.9M 9.3k 417.35
Ishares Tr S&p Mc 400vl Etf (IJJ) 0.5 $3.8M 31k 123.62
Te Connectivity Ord Shs (TEL) 0.5 $3.8M 25k 150.99
Walt Disney Company (DIS) 0.5 $3.8M 39k 96.19
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.5 $3.7M 7.6k 488.07
Thermo Fisher Scientific (TMO) 0.5 $3.6M 5.9k 618.53
Home Depot (HD) 0.5 $3.6M 8.9k 405.21
Exxon Mobil Corporation (XOM) 0.5 $3.5M 30k 117.22
Vanguard Index Fds Extend Mkt Etf (VXF) 0.5 $3.5M 19k 181.99
Linde SHS (LIN) 0.5 $3.4M 7.1k 476.83
salesforce (CRM) 0.4 $3.3M 12k 273.71
Abbvie (ABBV) 0.4 $3.3M 17k 197.48
ConocoPhillips (COP) 0.4 $3.2M 31k 105.28
Freeport-mcmoran CL B (FCX) 0.4 $3.2M 65k 49.92
Phillips 66 (PSX) 0.4 $3.1M 24k 131.45
Comcast Corp Cl A (CMCSA) 0.4 $3.1M 75k 41.77
Marsh & McLennan Companies (MMC) 0.4 $3.1M 14k 223.09
Parker-Hannifin Corporation (PH) 0.4 $2.9M 4.6k 631.86
Fifth Third Ban (FITB) 0.4 $2.8M 65k 42.84
Raytheon Technologies Corp (RTX) 0.4 $2.7M 22k 121.16
Schwab Strategic Tr Us Mid-cap Etf (SCHM) 0.4 $2.7M 32k 83.09
Arrow Electronics (ARW) 0.3 $2.6M 20k 132.83
Summit Matls Cl A 0.3 $2.6M 66k 39.03
Procter & Gamble Company (PG) 0.3 $2.5M 15k 173.19
Capital One Financial (COF) 0.3 $2.5M 17k 149.73
Danaher Corporation (DHR) 0.3 $2.5M 9.0k 278.03
Caterpillar (CAT) 0.3 $2.5M 6.3k 391.11
Johnson & Johnson (JNJ) 0.3 $2.3M 14k 162.06
PNC Financial Services (PNC) 0.3 $2.3M 13k 184.84
Meta Platforms Cl A (META) 0.3 $2.3M 3.9k 572.45
Take-Two Interactive Software (TTWO) 0.3 $2.2M 14k 153.71
Qualcomm (QCOM) 0.3 $2.1M 12k 170.05
FedEx Corporation (FDX) 0.3 $2.0M 7.4k 273.67
Ishares Tr Msci Emg Mkt Etf (EEM) 0.3 $2.0M 44k 45.86
Ishares Tr Core S&p Scp Etf (IJR) 0.3 $2.0M 17k 116.96
Lockheed Martin Corporation (LMT) 0.3 $1.9M 3.3k 584.58
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.3 $1.9M 3.4k 573.84
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.3 $1.9M 3.6k 527.67
Ishares Tr Rus 1000 Etf (IWB) 0.3 $1.9M 6.0k 314.39
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.2 $1.9M 4.1k 460.26
Goldman Sachs (GS) 0.2 $1.8M 3.6k 495.07
Mondelez Intl Cl A (MDLZ) 0.2 $1.7M 23k 73.67
Honeywell International (HON) 0.2 $1.7M 8.1k 206.72
American Electric Power Company (AEP) 0.2 $1.7M 16k 102.60
Ishares Tr Msci Eafe Etf (EFA) 0.2 $1.6M 20k 83.63
S&p Global (SPGI) 0.2 $1.6M 3.1k 516.69
Prologis (PLD) 0.2 $1.5M 12k 126.28
Truist Financial Corp equities (TFC) 0.2 $1.5M 35k 42.77
Ishares Tr S&p Mc 400gr Etf (IJK) 0.2 $1.5M 16k 91.93
Nextera Energy (NEE) 0.2 $1.5M 17k 84.53
Colgate-Palmolive Company (CL) 0.2 $1.4M 14k 103.81
Unilever Spon Adr New (UL) 0.2 $1.4M 21k 64.96
Cisco Systems (CSCO) 0.2 $1.3M 25k 53.22
Select Sector Spdr Tr Technology (XLK) 0.2 $1.3M 5.7k 225.78
Allegion Ord Shs (ALLE) 0.2 $1.3M 8.8k 145.73
Select Sector Spdr Tr Energy (XLE) 0.2 $1.2M 13k 87.80
Kearny Finl Corp Md (KRNY) 0.2 $1.1M 167k 6.87
Automatic Data Processing (ADP) 0.1 $1.1M 4.0k 276.70
Ingersoll Rand (IR) 0.1 $1.0M 10k 98.16
Illinois Tool Works (ITW) 0.1 $985k 3.8k 262.07
Rbc Cad (RY) 0.1 $967k 7.8k 124.73
NiSource (NI) 0.1 $967k 28k 34.65
Toll Brothers (TOL) 0.1 $966k 6.3k 154.50
Ishares Tr Select Divid Etf (DVY) 0.1 $954k 7.1k 135.07
Vanguard Index Fds Small Cp Etf (VB) 0.1 $949k 4.0k 237.19
McDonald's Corporation (MCD) 0.1 $890k 2.9k 304.51
Union Pacific Corporation (UNP) 0.1 $876k 3.6k 246.45
Cigna Corp (CI) 0.1 $873k 2.5k 346.42
Masco Corporation (MAS) 0.1 $861k 10k 83.94
Norfolk Southern (NSC) 0.1 $849k 3.4k 248.50
Hershey Company (HSY) 0.1 $846k 4.4k 191.78
Avery Dennison Corporation (AVY) 0.1 $830k 3.8k 220.76
Carrier Global Corporation (CARR) 0.1 $782k 9.7k 80.49
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.1 $779k 16k 47.85
Vanguard Index Fds Growth Etf (VUG) 0.1 $772k 2.0k 383.92
Coca-Cola Company (KO) 0.1 $746k 10k 71.86
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) 0.1 $738k 1.3k 569.66
McKesson Corporation (MCK) 0.1 $726k 1.5k 494.42
Vanguard Index Fds Total Stk Mkt (VTI) 0.1 $719k 2.5k 283.15
General Dynamics Corporation (GD) 0.1 $678k 2.2k 302.14
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.1 $677k 13k 52.81
Wells Fargo & Company (WFC) 0.1 $642k 11k 56.49
Fidelity Covington Trust Msci Info Tech I (FTEC) 0.1 $637k 3.6k 174.50
Invesco Exch Trd Slf Idx Bulshs 2024 Cb 0.1 $610k 29k 21.12
Abbott Laboratories (ABT) 0.1 $610k 5.3k 114.01
Southern Company (SO) 0.1 $609k 6.8k 90.18
Travelers Companies (TRV) 0.1 $604k 2.6k 234.11
Texas Instruments Incorporated (TXN) 0.1 $603k 2.9k 206.54
Vanguard World Inf Tech Etf (VGT) 0.1 $602k 1.0k 586.52
Vanguard Index Fds Value Etf (VTV) 0.1 $592k 3.4k 174.57
Ishares Tr Core Div Grwth (DGRO) 0.1 $580k 9.3k 62.69
Select Sector Spdr Tr Financial (XLF) 0.1 $568k 13k 45.32
PPG Industries (PPG) 0.1 $565k 4.3k 132.48
Discover Financial Services 0.1 $561k 4.0k 140.29
Kimberly-Clark Corporation (KMB) 0.1 $559k 3.9k 142.27
Toyota Motor Corp Ads (TM) 0.1 $538k 3.0k 178.57
T. Rowe Price (TROW) 0.1 $514k 4.7k 108.92
M&T Bank Corporation (MTB) 0.1 $491k 2.8k 178.12
Vanguard World Mega Cap Index (MGC) 0.1 $478k 2.3k 206.64
Ishares Tr Core Msci Eafe (IEFA) 0.1 $463k 5.9k 78.05
Vanguard Whitehall Fds High Div Yld (VYM) 0.1 $457k 3.6k 128.20
Public Service Enterprise (PEG) 0.1 $446k 5.0k 89.21
Vanguard Index Fds Mid Cap Etf (VO) 0.1 $445k 1.7k 263.78
Netflix (NFLX) 0.1 $440k 620.00 709.80
Vanguard World Health Car Etf (VHT) 0.1 $438k 1.6k 282.22
Wal-Mart Stores (WMT) 0.1 $426k 5.3k 80.75
Bristol Myers Squibb (BMY) 0.1 $422k 8.2k 51.74
Ishares Tr Core Us Aggbd Et (AGG) 0.1 $415k 4.1k 101.27
Spdr Ser Tr S&p Divid Etf (SDY) 0.1 $412k 2.9k 142.04
Arthur J. Gallagher & Co. (AJG) 0.1 $411k 1.5k 281.34
Brown & Brown (BRO) 0.1 $406k 3.9k 103.60
Applied Materials (AMAT) 0.1 $396k 2.0k 202.00
Ishares Tr Rus 1000 Grw Etf (IWF) 0.1 $392k 1.0k 375.38
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 0.1 $382k 7.4k 51.50
Moog Cl A (MOG.A) 0.0 $364k 1.8k 202.02
Ishares Tr Eafe Sml Cp Etf (SCZ) 0.0 $349k 5.2k 67.70
Zimmer Holdings (ZBH) 0.0 $347k 3.2k 107.93
Digital Realty Trust (DLR) 0.0 $345k 2.1k 161.84
Tesla Motors (TSLA) 0.0 $339k 1.3k 261.63
Schwab Strategic Tr Us Dividend Eq (SCHD) 0.0 $336k 4.0k 84.53
Charles Schwab Corporation (SCHW) 0.0 $331k 5.1k 64.81
Marathon Petroleum Corp (MPC) 0.0 $327k 2.0k 162.95
Fidelity Covington Trust Msci Hlth Care I (FHLC) 0.0 $318k 4.4k 72.80
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 0.0 $310k 1.7k 179.16
Select Sector Spdr Tr Rl Est Sel Sec (XLRE) 0.0 $309k 6.9k 44.67
Ishares Tr S&p 500 Val Etf (IVE) 0.0 $307k 1.6k 197.17
Nucor Corporation (NUE) 0.0 $296k 2.0k 150.38
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 0.0 $295k 4.4k 67.86
Select Sector Spdr Tr Sbi Cons Discr (XLY) 0.0 $295k 1.5k 200.37
Vanguard Index Fds Sm Cp Val Etf (VBR) 0.0 $293k 1.5k 200.78
Ameriprise Financial (AMP) 0.0 $291k 620.00 469.57
Quest Diagnostics Incorporated (DGX) 0.0 $291k 1.9k 155.22
Synopsys (SNPS) 0.0 $290k 572.00 506.39
Fidelity Covington Trust Msci Finls Idx (FNCL) 0.0 $288k 4.5k 63.86
Global X Fds Rbtcs Artfl Inte (BOTZ) 0.0 $288k 8.9k 32.15
Mccormick & Co Com Non Vtg (MKC) 0.0 $287k 3.5k 82.30
Constellation Energy (CEG) 0.0 $270k 1.0k 260.12
Morgan Stanley Com New (MS) 0.0 $270k 2.6k 104.23
American Tower Reit (AMT) 0.0 $270k 1.2k 232.63
Aon Shs Cl A (AON) 0.0 $251k 726.00 345.99
Cummins (CMI) 0.0 $249k 769.00 323.79
Hp (HPQ) 0.0 $249k 6.9k 35.87
Dominion Resources (D) 0.0 $247k 4.3k 57.80
Watsco, Incorporated (WSO) 0.0 $246k 500.00 491.88
Invesco Exch Traded Fd Tr Ii Natl Amt Muni (PZA) 0.0 $240k 9.9k 24.15
Ishares Tr Rus 2000 Grw Etf (IWO) 0.0 $240k 844.00 284.00
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 0.0 $236k 3.5k 66.52
RPM International (RPM) 0.0 $233k 1.9k 121.00
Fidelity Covington Trust Msci Indl Indx (FIDU) 0.0 $232k 3.2k 72.17
Vanguard Scottsdale Fds Vng Rus1000grw (VONG) 0.0 $228k 2.4k 96.52
Invesco Exch Trd Slf Idx Bulshs 2026 Cb (BSCQ) 0.0 $225k 12k 19.56
Ishares Tr Rus Mdcp Val Etf (IWS) 0.0 $220k 1.7k 132.25
Broadridge Financial Solutions (BR) 0.0 $216k 1.0k 215.03
Fidelity Covington Trust Msci Consm Dis (FDIS) 0.0 $210k 2.4k 88.43
Emerson Electric (EMR) 0.0 $207k 1.9k 109.38
C H Robinson Worldwide Com New (CHRW) 0.0 $206k 1.9k 110.37
Labcorp Holdings Com Shs (LH) 0.0 $202k 903.00 223.48
Lexicon Pharmaceuticals Com New (LXRX) 0.0 $16k 10k 1.57