River Wealth Advisors

River Wealth Advisors as of March 31, 2025

Portfolio Holdings for River Wealth Advisors

River Wealth Advisors holds 197 positions in its portfolio as reported in the March 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr Russell 2000 Etf (IWM) 6.7 $48M 240k 199.49
Apple (AAPL) 5.5 $39M 177k 222.13
Ishares Tr Rus Mid Cap Etf (IWR) 4.6 $33M 391k 85.07
Microsoft Corporation (MSFT) 4.2 $30M 80k 375.39
Ishares Tr Core S&p500 Etf (IVV) 3.9 $28M 50k 561.90
NVIDIA Corporation (NVDA) 3.3 $23M 216k 108.38
Visa Com Cl A (V) 2.4 $18M 50k 350.46
Spdr Ser Tr Bbg Conv Sec Etf (CWB) 2.4 $17M 225k 76.62
Accenture Plc Ireland Shs Class A (ACN) 2.3 $16M 53k 312.04
Alphabet Cap Stk Cl A (GOOGL) 2.3 $16M 105k 154.64
JPMorgan Chase & Co. (JPM) 2.3 $16M 66k 245.30
Metropcs Communications (TMUS) 2.2 $16M 58k 266.71
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 2.1 $15M 249k 60.66
Amazon (AMZN) 2.0 $15M 76k 190.26
salesforce (CRM) 1.7 $12M 46k 268.36
AmerisourceBergen (COR) 1.5 $11M 38k 278.09
Chubb (CB) 1.3 $9.1M 30k 301.99
Bank of America Corporation (BAC) 1.3 $9.1M 217k 41.73
Eaton Corp SHS (ETN) 1.2 $8.6M 32k 271.83
TJX Companies (TJX) 1.2 $8.4M 69k 121.80
Take-Two Interactive Software (TTWO) 1.2 $8.3M 40k 207.25
Eli Lilly & Co. (LLY) 1.1 $8.2M 10k 825.95
D.R. Horton (DHI) 1.1 $8.2M 64k 127.13
Chipotle Mexican Grill (CMG) 1.1 $8.0M 159k 50.21
Pepsi (PEP) 1.0 $7.4M 50k 149.94
Ishares Core Msci Emkt (IEMG) 1.0 $7.4M 137k 53.97
Stryker Corporation (SYK) 1.0 $7.4M 20k 372.25
Ishares Tr 0-5yr Invt Gr Cp (SLQD) 1.0 $6.9M 137k 50.28
Costco Wholesale Corporation (COST) 0.9 $6.8M 7.1k 945.76
UnitedHealth (UNH) 0.9 $6.6M 13k 523.73
Mastercard Incorporated Cl A (MA) 0.9 $6.3M 11k 548.13
Chevron Corporation (CVX) 0.8 $6.1M 37k 167.29
Carlisle Companies (CSL) 0.8 $6.0M 18k 340.50
Targa Res Corp (TRGP) 0.8 $6.0M 30k 200.47
Blackrock (BLK) 0.8 $5.9M 6.2k 946.43
Waste Management (WM) 0.8 $5.5M 24k 231.51
Anthem (ELV) 0.7 $5.3M 12k 434.96
Trane Technologies SHS (TT) 0.7 $5.3M 16k 336.92
Deere & Company (DE) 0.7 $5.3M 11k 469.35
Vanguard Index Fds Sml Cp Grw Etf (VBK) 0.7 $5.2M 21k 251.77
Merck & Co (MRK) 0.7 $4.9M 54k 89.76
Oracle Corporation (ORCL) 0.7 $4.8M 35k 139.81
Air Products & Chemicals (APD) 0.7 $4.8M 16k 294.92
Lam Research Corp Com New (LRCX) 0.6 $4.4M 60k 72.70
Amgen (AMGN) 0.6 $4.3M 14k 311.56
Exxon Mobil Corporation (XOM) 0.6 $4.1M 34k 118.93
Ishares Tr Core S&p Mcp Etf (IJH) 0.5 $4.0M 68k 58.35
Tetra Tech (TTEK) 0.5 $3.8M 129k 29.25
Ishares Tr S&p Mc 400vl Etf (IJJ) 0.5 $3.6M 30k 119.73
Lowe's Companies (LOW) 0.5 $3.5M 15k 233.23
Constellation Brands Cl A (STZ) 0.5 $3.5M 19k 183.52
Alphabet Cap Stk Cl C (GOOG) 0.5 $3.4M 22k 156.23
Pulte (PHM) 0.4 $3.2M 31k 102.80
Abbvie (ABBV) 0.4 $3.2M 15k 209.52
Marsh & McLennan Companies (MMC) 0.4 $3.1M 13k 244.04
Constellation Energy (CEG) 0.4 $3.1M 15k 201.62
Vanguard Index Fds Extend Mkt Etf (VXF) 0.4 $3.0M 17k 172.26
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.4 $2.9M 6.1k 468.96
Te Connectivity Ord Shs (TEL) 0.4 $2.9M 20k 141.32
Linde SHS (LIN) 0.4 $2.8M 6.1k 465.64
Home Depot (HD) 0.4 $2.8M 7.6k 366.51
Capital One Financial (COF) 0.4 $2.8M 15k 179.30
Raytheon Technologies Corp (RTX) 0.4 $2.7M 21k 132.46
Freeport-mcmoran CL B (FCX) 0.4 $2.7M 71k 37.86
Parker-Hannifin Corporation (PH) 0.4 $2.6M 4.2k 607.89
ConocoPhillips (COP) 0.3 $2.5M 24k 105.02
Phillips 66 (PSX) 0.3 $2.4M 19k 123.48
Schwab Strategic Tr Us Mid-cap Etf (SCHM) 0.3 $2.4M 90k 26.20
Thermo Fisher Scientific (TMO) 0.3 $2.4M 4.8k 497.61
Meta Platforms Cl A (META) 0.3 $2.3M 3.9k 576.36
Fifth Third Ban (FITB) 0.3 $2.2M 56k 39.20
Procter & Gamble Company (PG) 0.3 $2.2M 13k 170.42
PNC Financial Services (PNC) 0.3 $2.1M 12k 175.76
Invesco Exch Trd Slf Idx Bulshs 2026 Cb (BSCQ) 0.3 $2.1M 107k 19.48
Johnson & Johnson (JNJ) 0.3 $2.1M 13k 165.84
Caterpillar (CAT) 0.3 $2.0M 6.1k 329.80
Mondelez Intl Cl A (MDLZ) 0.3 $1.9M 28k 67.85
Invesco Exch Trd Slf Idx Bulshs 2027 Cb (BSCR) 0.3 $1.9M 95k 19.59
Ishares Tr Rus 1000 Etf (IWB) 0.3 $1.8M 6.0k 306.74
Goldman Sachs (GS) 0.3 $1.8M 3.3k 546.29
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.3 $1.8M 3.4k 532.58
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.2 $1.8M 3.2k 559.34
Ishares Tr Core S&p Scp Etf (IJR) 0.2 $1.7M 16k 104.57
Danaher Corporation (DHR) 0.2 $1.7M 8.2k 205.00
Ishares Tr Msci Emg Mkt Etf (EEM) 0.2 $1.7M 38k 43.70
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.2 $1.6M 3.1k 513.90
Honeywell International (HON) 0.2 $1.5M 7.1k 211.75
Arrow Electronics (ARW) 0.2 $1.5M 14k 103.83
FedEx Corporation (FDX) 0.2 $1.5M 6.1k 243.78
S&p Global (SPGI) 0.2 $1.4M 2.8k 508.16
Qualcomm (QCOM) 0.2 $1.4M 9.3k 153.61
Ishares Tr S&p Mc 400gr Etf (IJK) 0.2 $1.3M 16k 83.28
Ishares Tr Msci Eafe Etf (EFA) 0.2 $1.2M 15k 81.73
Invesco Exch Trd Slf Idx Invsco Blsh 28 (BSCS) 0.2 $1.2M 60k 20.35
Invesco Exch Trd Slf Idx Buletshs 2031 Cp (BSCV) 0.2 $1.2M 73k 16.31
Digital Realty Trust (DLR) 0.2 $1.2M 8.1k 143.28
Invesco Exch Trd Slf Idx Invsco 30 Corp (BSCU) 0.2 $1.2M 70k 16.59
Invesco Exch Trd Slf Idx Buletshs 2029 (BSCT) 0.2 $1.2M 63k 18.53
Truist Financial Corp equities (TFC) 0.2 $1.2M 28k 41.15
Invesco Exch Trd Slf Idx Bulletshs 2032 (BSCW) 0.2 $1.1M 55k 20.37
Automatic Data Processing (ADP) 0.2 $1.1M 3.6k 305.50
Select Sector Spdr Tr Energy (XLE) 0.1 $1.1M 12k 93.45
Select Sector Spdr Tr Technology (XLK) 0.1 $1.1M 5.2k 206.49
Colgate-Palmolive Company (CL) 0.1 $1.1M 11k 93.70
Cisco Systems (CSCO) 0.1 $1.1M 17k 61.71
Kearny Finl Corp Md (KRNY) 0.1 $1.0M 167k 6.26
Unilever Spon Adr New (UL) 0.1 $987k 17k 59.55
Prologis (PLD) 0.1 $967k 8.7k 111.79
McKesson Corporation (MCK) 0.1 $936k 1.4k 672.99
Invesco Exch Trd Slf Idx Bulshs 2025 Cb (BSCP) 0.1 $927k 45k 20.68
Allegion Ord Shs (ALLE) 0.1 $919k 7.0k 130.46
Invesco Exch Trd Slf Idx Invesco Bulletsh (BSCX) 0.1 $914k 44k 20.89
Vanguard Index Fds Small Cp Etf (VB) 0.1 $882k 4.0k 221.76
Wal-Mart Stores (WMT) 0.1 $860k 9.8k 87.79
Cigna Corp (CI) 0.1 $831k 2.5k 329.01
Wells Fargo & Company (WFC) 0.1 $819k 11k 71.79
Ingersoll Rand (IR) 0.1 $812k 10k 80.03
Norfolk Southern (NSC) 0.1 $798k 3.4k 236.85
Vanguard Index Fds Total Stk Mkt (VTI) 0.1 $790k 2.9k 274.86
Illinois Tool Works (ITW) 0.1 $785k 3.2k 248.01
Ishares Tr Select Divid Etf (DVY) 0.1 $770k 5.7k 134.29
Cameco Corporation (CCJ) 0.1 $761k 19k 41.16
Vanguard Index Fds Growth Etf (VUG) 0.1 $744k 2.0k 370.80
Rbc Cad (RY) 0.1 $743k 6.6k 112.72
Hershey Company (HSY) 0.1 $721k 4.2k 171.02
Kimberly-Clark Corporation (KMB) 0.1 $687k 4.8k 142.22
Union Pacific Corporation (UNP) 0.1 $672k 2.8k 236.20
Abbott Laboratories (ABT) 0.1 $669k 5.0k 132.64
Discover Financial Services 0.1 $666k 3.9k 170.70
McDonald's Corporation (MCD) 0.1 $666k 2.1k 312.37
Toll Brothers (TOL) 0.1 $650k 6.2k 105.59
Avery Dennison Corporation (AVY) 0.1 $649k 3.6k 177.97
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) 0.1 $631k 1.2k 533.48
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.1 $623k 12k 50.83
General Dynamics Corporation (GD) 0.1 $605k 2.2k 272.52
Coca-Cola Company (KO) 0.1 $600k 8.4k 71.62
Southern Company (SO) 0.1 $597k 6.5k 91.95
Netflix (NFLX) 0.1 $588k 630.00 932.53
Ishares Msci Jpn Etf New (EWJ) 0.1 $586k 8.6k 68.56
Walt Disney Company (DIS) 0.1 $576k 5.8k 98.70
Travelers Companies (TRV) 0.1 $571k 2.2k 264.41
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.1 $554k 12k 45.26
Vanguard Index Fds Value Etf (VTV) 0.1 $552k 3.2k 172.74
Fidelity Covington Trust Msci Info Tech I (FTEC) 0.1 $549k 3.4k 161.26
Carrier Global Corporation (CARR) 0.1 $534k 8.4k 63.40
Masco Corporation (MAS) 0.1 $517k 7.4k 69.54
Ishares Tr Core Div Grwth (DGRO) 0.1 $516k 8.4k 61.78
Arthur J. Gallagher & Co. (AJG) 0.1 $483k 1.4k 345.24
Toyota Motor Corp Ads (TM) 0.1 $476k 2.7k 176.53
Brown & Brown (BRO) 0.1 $475k 3.8k 124.40
Ishares Tr Core Msci Eafe (IEFA) 0.1 $452k 6.0k 75.65
Bristol Myers Squibb (BMY) 0.1 $452k 7.4k 60.99
M&T Bank Corporation (MTB) 0.1 $448k 2.5k 178.75
Vanguard Whitehall Fds High Div Yld (VYM) 0.1 $446k 3.5k 128.96
Vanguard World Mega Cap Index (MGC) 0.1 $446k 2.2k 201.38
Vanguard Index Fds Mid Cap Etf (VO) 0.1 $436k 1.7k 258.57
Select Sector Spdr Tr Financial (XLF) 0.1 $431k 8.6k 49.81
PPG Industries (PPG) 0.1 $405k 3.7k 109.35
Charles Schwab Corporation (SCHW) 0.1 $394k 5.0k 78.28
Spdr Ser Tr S&p Divid Etf (SDY) 0.1 $393k 2.9k 135.68
Vanguard World Health Car Etf (VHT) 0.1 $378k 1.4k 264.73
Ishares Tr Rus 1000 Grw Etf (IWF) 0.1 $377k 1.0k 361.09
Invesco Exch Trd Slf Idx Bulletshares 203 (BSCY) 0.1 $370k 18k 20.48
Texas Instruments Incorporated (TXN) 0.1 $363k 2.0k 179.66
T. Rowe Price (TROW) 0.0 $353k 3.8k 91.86
Nextera Energy (NEE) 0.0 $349k 4.9k 70.88
Public Service Enterprise (PEG) 0.0 $339k 4.1k 82.30
Fidelity Covington Trust Msci Hlth Care I (FHLC) 0.0 $328k 4.8k 68.32
Broadcom (AVGO) 0.0 $325k 1.9k 167.40
Fidelity Covington Trust Msci Finls Idx (FNCL) 0.0 $320k 4.6k 69.52
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 0.0 $318k 14k 23.43
Moog Cl A (MOG.A) 0.0 $312k 1.8k 173.35
Schwab Strategic Tr Us Dividend Eq (SCHD) 0.0 $293k 11k 27.96
Marathon Petroleum Corp (MPC) 0.0 $292k 2.0k 145.72
Quest Diagnostics Incorporated (DGX) 0.0 $291k 1.7k 169.16
PPL Corporation (PPL) 0.0 $290k 8.0k 36.11
Ishares Tr Eafe Sml Cp Etf (SCZ) 0.0 $290k 4.6k 63.53
Aon Shs Cl A (AON) 0.0 $287k 719.00 399.09
Morgan Stanley Com New (MS) 0.0 $285k 2.4k 116.67
Vanguard World Inf Tech Etf (VGT) 0.0 $282k 519.00 542.38
Select Sector Spdr Tr Sbi Cons Discr (XLY) 0.0 $275k 1.4k 197.46
Zimmer Holdings (ZBH) 0.0 $263k 2.3k 113.16
Mccormick & Co Com Non Vtg (MKC) 0.0 $262k 3.2k 82.31
Watsco, Incorporated (WSO) 0.0 $254k 500.00 508.30
Vanguard Index Fds Sm Cp Val Etf (VBR) 0.0 $250k 1.3k 186.29
Ameriprise Financial (AMP) 0.0 $250k 516.00 484.11
Synopsys (SNPS) 0.0 $247k 577.00 428.85
Dimensional Etf Trust Us Core Equity 2 (DFAC) 0.0 $244k 7.4k 32.99
Ishares Tr Rus Mdcp Val Etf (IWS) 0.0 $235k 1.9k 125.97
Ishares Tr Rus 2000 Grw Etf (IWO) 0.0 $235k 920.00 255.53
Cummins (CMI) 0.0 $228k 726.00 313.44
Broadridge Financial Solutions (BR) 0.0 $227k 935.00 242.46
Applied Materials (AMAT) 0.0 $225k 1.6k 145.07
Cardinal Health (CAH) 0.0 $208k 1.5k 137.77
Nucor Corporation (NUE) 0.0 $204k 1.7k 120.37
Fidelity Comwlth Tr Nasdaq Compsit (ONEQ) 0.0 $204k 3.0k 68.06
Tesla Motors (TSLA) 0.0 $203k 782.00 259.16