River Wealth Advisors

River Wealth Advisors as of June 30, 2025

Portfolio Holdings for River Wealth Advisors

River Wealth Advisors holds 202 positions in its portfolio as reported in the June 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Microsoft Corporation (MSFT) 5.1 $41M 82k 497.41
Apple (AAPL) 4.8 $39M 188k 205.17
Ishares Tr Rus Mid Cap Etf (IWR) 4.6 $37M 403k 91.97
NVIDIA Corporation (NVDA) 4.4 $35M 224k 157.99
Ishares Tr Core S&p500 Etf (IVV) 3.9 $32M 51k 620.90
Ishares Tr Us Sml Cap Eqt (SMLF) 2.8 $22M 329k 67.95
Invesco Exchange Traded Fd T S&p Smlcp Moment (XSMO) 2.7 $22M 324k 68.02
JPMorgan Chase & Co. (JPM) 2.4 $20M 67k 289.91
Alphabet Cap Stk Cl A (GOOGL) 2.4 $19M 110k 176.23
Spdr Series Trust Bbg Conv Sec Etf (CWB) 2.4 $19M 231k 82.66
Ishares Tr Russell 2000 Etf (IWM) 2.3 $19M 87k 215.79
Visa Com Cl A (V) 2.2 $18M 51k 355.05
Amazon (AMZN) 2.2 $18M 81k 219.39
Accenture Plc Ireland Shs Class A (ACN) 2.1 $17M 56k 298.89
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 2.0 $17M 245k 67.22
Metropcs Communications (TMUS) 1.8 $15M 62k 238.26
AmerisourceBergen (COR) 1.5 $12M 40k 299.85
Eaton Corp SHS (ETN) 1.5 $12M 33k 356.99
Bank of America Corporation (BAC) 1.4 $11M 231k 47.32
Take-Two Interactive Software (TTWO) 1.3 $10M 42k 242.85
Chipotle Mexican Grill (CMG) 1.2 $9.7M 173k 56.15
Chubb (CB) 1.2 $9.4M 33k 289.72
salesforce (CRM) 1.1 $9.1M 34k 272.69
Eli Lilly & Co. (LLY) 1.1 $8.7M 11k 779.53
TJX Companies (TJX) 1.0 $8.4M 68k 123.49
Ishares Core Msci Emkt (IEMG) 1.0 $8.4M 139k 60.03
Oracle Corporation (ORCL) 1.0 $7.9M 36k 218.63
Stryker Corporation (SYK) 1.0 $7.8M 20k 395.63
Costco Wholesale Corporation (COST) 0.9 $7.3M 7.3k 989.93
Blackrock (BLK) 0.9 $7.2M 6.8k 1049.20
Trane Technologies SHS (TT) 0.8 $6.8M 15k 437.41
Pepsi (PEP) 0.8 $6.7M 50k 132.04
Carlisle Companies (CSL) 0.8 $6.5M 17k 373.40
Mastercard Incorporated Cl A (MA) 0.8 $6.4M 11k 561.95
Servicenow (NOW) 0.8 $6.2M 6.1k 1028.08
Deere & Company (DE) 0.8 $6.2M 12k 508.50
Ishares Tr 0-5yr Invt Gr Cp (SLQD) 0.8 $6.1M 121k 50.59
Lululemon Athletica (LULU) 0.7 $5.9M 25k 237.58
Waste Management (WM) 0.7 $5.8M 25k 228.82
Lam Research Corp Com New (LRCX) 0.7 $5.6M 58k 97.34
Merck & Co (MRK) 0.6 $5.2M 66k 79.16
Tetra Tech (TTEK) 0.6 $5.2M 144k 35.96
Constellation Energy (CEG) 0.6 $5.1M 16k 322.75
Chevron Corporation (CVX) 0.6 $5.1M 36k 143.19
Targa Res Corp (TRGP) 0.6 $5.0M 29k 174.08
Anthem (ELV) 0.6 $4.6M 12k 388.96
Air Products & Chemicals (APD) 0.6 $4.5M 16k 282.07
Capital One Financial (COF) 0.5 $4.2M 20k 212.76
Ishares Tr Core S&p Mcp Etf (IJH) 0.5 $4.1M 67k 62.02
Amgen (AMGN) 0.5 $3.8M 14k 279.22
Alphabet Cap Stk Cl C (GOOG) 0.5 $3.8M 21k 177.39
Exxon Mobil Corporation (XOM) 0.5 $3.8M 35k 107.80
Ishares Tr S&p Mc 400vl Etf (IJJ) 0.5 $3.6M 30k 123.58
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.4 $3.6M 6.5k 551.61
UnitedHealth (UNH) 0.4 $3.5M 11k 311.96
Freeport-mcmoran CL B (FCX) 0.4 $3.4M 79k 43.35
Te Connectivity Ord Shs (TEL) 0.4 $3.4M 20k 168.67
Constellation Brands Cl A (STZ) 0.4 $3.4M 21k 162.68
Vanguard Index Fds Extend Mkt Etf (VXF) 0.4 $3.3M 17k 192.71
Pulte (PHM) 0.4 $3.2M 31k 105.46
Raytheon Technologies Corp (RTX) 0.4 $3.1M 21k 146.02
Lowe's Companies (LOW) 0.4 $2.9M 13k 221.87
Parker-Hannifin Corporation (PH) 0.4 $2.9M 4.2k 698.51
Meta Platforms Cl A (META) 0.4 $2.9M 3.9k 738.09
Abbvie (ABBV) 0.4 $2.8M 15k 185.62
Linde SHS (LIN) 0.3 $2.8M 6.0k 469.18
Marsh & McLennan Companies (MMC) 0.3 $2.8M 13k 218.64
Home Depot (HD) 0.3 $2.7M 7.5k 366.62
Schwab Strategic Tr Us Mid-cap Etf (SCHM) 0.3 $2.5M 90k 28.05
Caterpillar (CAT) 0.3 $2.4M 6.2k 388.20
Goldman Sachs (GS) 0.3 $2.3M 3.3k 707.75
Invesco Exch Trd Slf Idx Bulshs 2026 Cb (BSCQ) 0.3 $2.3M 120k 19.52
Cameco Corporation (CCJ) 0.3 $2.3M 31k 74.23
Digital Realty Trust (DLR) 0.3 $2.3M 13k 174.33
Fifth Third Ban (FITB) 0.3 $2.2M 54k 41.13
Vanguard Index Fds Sml Cp Grw Etf (VBK) 0.3 $2.2M 8.0k 276.94
PNC Financial Services (PNC) 0.3 $2.2M 12k 186.42
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.3 $2.1M 3.4k 617.94
Invesco Exch Trd Slf Idx Bulshs 2027 Cb (BSCR) 0.3 $2.1M 105k 19.65
Ishares Tr Rus 1000 Etf (IWB) 0.3 $2.0M 6.0k 339.57
Procter & Gamble Company (PG) 0.2 $2.0M 13k 159.32
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.2 $1.9M 3.9k 485.77
Phillips 66 (PSX) 0.2 $1.9M 16k 119.30
ConocoPhillips (COP) 0.2 $1.9M 21k 89.74
Johnson & Johnson (JNJ) 0.2 $1.9M 12k 152.75
Mondelez Intl Cl A (MDLZ) 0.2 $1.8M 27k 67.44
Arrow Electronics (ARW) 0.2 $1.8M 14k 127.43
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.2 $1.8M 3.1k 568.02
Ishares Tr Msci Emg Mkt Etf (EEM) 0.2 $1.7M 35k 48.24
Thermo Fisher Scientific (TMO) 0.2 $1.7M 4.2k 405.46
Danaher Corporation (DHR) 0.2 $1.6M 8.2k 197.54
Honeywell International (HON) 0.2 $1.6M 6.9k 232.87
Public Service Enterprise (PEG) 0.2 $1.6M 19k 84.18
Vanguard Index Fds Growth Etf (VUG) 0.2 $1.6M 3.6k 438.39
Wal-Mart Stores (WMT) 0.2 $1.5M 15k 97.78
S&p Global (SPGI) 0.2 $1.5M 2.8k 527.36
Ishares Tr S&p Mc 400gr Etf (IJK) 0.2 $1.4M 16k 90.98
Invesco Exch Trd Slf Idx Invsco Blsh 28 (BSCS) 0.2 $1.4M 69k 20.49
Invesco Exch Trd Slf Idx Buletshs 2029 (BSCT) 0.2 $1.4M 72k 18.70
Ishares Tr Msci Eafe Etf (EFA) 0.2 $1.3M 15k 89.39
D.R. Horton (DHI) 0.2 $1.3M 10k 128.92
Select Sector Spdr Tr Technology (XLK) 0.2 $1.3M 5.0k 253.25
Qualcomm (QCOM) 0.2 $1.2M 7.8k 159.27
Invesco Exch Trd Slf Idx Buletshs 2031 Cp (BSCV) 0.1 $1.2M 73k 16.53
Cisco Systems (CSCO) 0.1 $1.2M 17k 69.38
Invesco Exch Trd Slf Idx Invsco 30 Corp (BSCU) 0.1 $1.2M 69k 16.78
Invesco Exch Trd Slf Idx Bulletshs 2032 (BSCW) 0.1 $1.2M 56k 20.60
Automatic Data Processing (ADP) 0.1 $1.1M 3.6k 308.43
Invesco Exch Trd Slf Idx Bulshs 2025 Cb (BSCP) 0.1 $1.1M 53k 20.68
Kearny Finl Corp Md (KRNY) 0.1 $1.1M 167k 6.46
FedEx Corporation (FDX) 0.1 $1.1M 4.7k 227.31
Truist Financial Corp equities (TFC) 0.1 $1.0M 24k 42.99
McKesson Corporation (MCK) 0.1 $1.0M 1.4k 732.78
Colgate-Palmolive Company (CL) 0.1 $1.0M 11k 90.90
Allegion Ord Shs (ALLE) 0.1 $992k 6.9k 144.12
Unilever Spon Adr New (UL) 0.1 $987k 16k 61.17
Select Sector Spdr Tr Energy (XLE) 0.1 $972k 12k 84.81
Invesco Exch Trd Slf Idx Invesco Bulletsh (BSCX) 0.1 $966k 46k 21.20
Vanguard Index Fds Small Cp Etf (VB) 0.1 $951k 4.0k 236.98
Vanguard Index Fds Total Stk Mkt (VTI) 0.1 $912k 3.0k 303.95
Wells Fargo & Company (WFC) 0.1 $911k 11k 80.12
Netflix (NFLX) 0.1 $901k 673.00 1339.13
Vanguard Index Fds Value Etf (VTV) 0.1 $871k 4.9k 176.74
Rbc Cad (RY) 0.1 $867k 6.6k 131.55
Cigna Corp (CI) 0.1 $857k 2.6k 330.59
Prologis (PLD) 0.1 $838k 8.0k 105.12
Ingersoll Rand (IR) 0.1 $825k 9.9k 83.18
Norfolk Southern (NSC) 0.1 $820k 3.2k 255.97
Illinois Tool Works (ITW) 0.1 $774k 3.1k 247.25
Ishares Tr Select Divid Etf (DVY) 0.1 $753k 5.7k 132.81
Abbott Laboratories (ABT) 0.1 $743k 5.5k 136.00
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.1 $705k 12k 57.01
Hershey Company (HSY) 0.1 $700k 4.2k 165.94
Walt Disney Company (DIS) 0.1 $696k 5.6k 124.00
Union Pacific Corporation (UNP) 0.1 $678k 2.9k 230.04
Toll Brothers (TOL) 0.1 $665k 5.8k 114.13
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) 0.1 $665k 1.2k 566.48
Fidelity Covington Trust Msci Info Tech I (FTEC) 0.1 $658k 3.3k 197.21
Ishares Msci Jpn Etf New (EWJ) 0.1 $641k 8.6k 74.97
General Dynamics Corporation (GD) 0.1 $638k 2.2k 291.60
Carrier Global Corporation (CARR) 0.1 $630k 8.6k 73.19
Avery Dennison Corporation (AVY) 0.1 $625k 3.6k 175.47
Broadcom (AVGO) 0.1 $622k 2.3k 275.67
Kimberly-Clark Corporation (KMB) 0.1 $621k 4.8k 128.93
Coca-Cola Company (KO) 0.1 $620k 8.8k 70.75
Ishares Tr Core S&p Scp Etf (IJR) 0.1 $620k 5.7k 109.29
McDonald's Corporation (MCD) 0.1 $593k 2.0k 292.17
Southern Company (SO) 0.1 $593k 6.5k 91.83
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.1 $590k 12k 49.46
Travelers Companies (TRV) 0.1 $578k 2.2k 267.48
Ishares Tr Core Div Grwth (DGRO) 0.1 $518k 8.1k 63.94
Vanguard World Mega Cap Index (MGC) 0.1 $498k 2.2k 224.92
Charles Schwab Corporation (SCHW) 0.1 $495k 5.4k 91.25
M&T Bank Corporation (MTB) 0.1 $476k 2.5k 193.99
Masco Corporation (MAS) 0.1 $471k 7.3k 64.36
Vanguard Index Fds Mid Cap Etf (VO) 0.1 $457k 1.6k 279.77
Toyota Motor Corp Ads (TM) 0.1 $453k 2.6k 172.26
Vanguard Whitehall Fds High Div Yld (VYM) 0.1 $448k 3.4k 133.31
Ishares Tr Rus 1000 Grw Etf (IWF) 0.1 $443k 1.0k 424.58
Arthur J. Gallagher & Co. (AJG) 0.1 $442k 1.4k 320.12
Invesco Exch Trd Slf Idx Bulletshares 203 (BSCY) 0.1 $439k 21k 20.75
Tesla Motors (TSLA) 0.1 $434k 1.4k 317.66
Brown & Brown (BRO) 0.1 $423k 3.8k 110.87
Select Sector Spdr Tr Financial (XLF) 0.1 $412k 7.9k 52.37
Morgan Stanley Com New (MS) 0.1 $411k 2.9k 140.86
Texas Instruments Incorporated (TXN) 0.0 $402k 1.9k 207.62
PPG Industries (PPG) 0.0 $397k 3.5k 113.76
Spdr Series Trust S&p Divid Etf (SDY) 0.0 $394k 2.9k 135.73
Ishares Tr Core Msci Eafe (IEFA) 0.0 $391k 4.7k 83.48
T. Rowe Price (TROW) 0.0 $353k 3.7k 96.49
Vanguard World Health Car Etf (VHT) 0.0 $345k 1.4k 248.34
Marathon Petroleum Corp (MPC) 0.0 $345k 2.1k 166.14
Vanguard World Inf Tech Etf (VGT) 0.0 $344k 519.00 663.28
Nextera Energy (NEE) 0.0 $338k 4.9k 69.41
Fidelity Covington Trust Msci Finls Idx (FNCL) 0.0 $337k 4.5k 74.04
Moog Cl A (MOG.A) 0.0 $326k 1.8k 180.97
Applied Materials (AMAT) 0.0 $311k 1.7k 183.02
Quest Diagnostics Incorporated (DGX) 0.0 $309k 1.7k 179.59
Bristol Myers Squibb (BMY) 0.0 $307k 6.6k 46.29
Select Sector Spdr Tr Sbi Cons Discr (XLY) 0.0 $302k 1.4k 217.33
Ishares Tr Eafe Sml Cp Etf (SCZ) 0.0 $296k 4.1k 72.68
Synopsys (SNPS) 0.0 $296k 577.00 512.68
Fidelity Covington Trust Msci Hlth Care I (FHLC) 0.0 $295k 4.6k 63.95
Ameriprise Financial (AMP) 0.0 $275k 516.00 533.73
Schwab Strategic Tr Us Dividend Eq (SCHD) 0.0 $268k 10k 26.50
Dimensional Etf Trust Us Core Equity 2 (DFAC) 0.0 $265k 7.4k 35.84
Aon Shs Cl A (AON) 0.0 $256k 718.00 356.76
Cardinal Health (CAH) 0.0 $254k 1.5k 168.00
Ishares Tr Rus Mdcp Val Etf (IWS) 0.0 $247k 1.9k 132.14
PPL Corporation (PPL) 0.0 $245k 7.2k 33.89
Fidelity Comwlth Tr Nasdaq Compsit (ONEQ) 0.0 $240k 3.0k 80.10
Broadridge Financial Solutions (BR) 0.0 $227k 935.00 243.03
Mccormick & Co Com Non Vtg (MKC) 0.0 $226k 3.0k 75.82
Watsco, Incorporated (WSO) 0.0 $221k 500.00 441.62
Nucor Corporation (NUE) 0.0 $220k 1.7k 129.58
Cummins (CMI) 0.0 $218k 666.00 327.50
Lockheed Martin Corporation (LMT) 0.0 $214k 461.00 463.14
Zimmer Holdings (ZBH) 0.0 $212k 2.3k 91.19
Ishares Tr U.s. Tech Etf (IYW) 0.0 $211k 1.2k 173.27
Fidelity Covington Trust Msci Indl Indx (FIDU) 0.0 $211k 2.7k 77.53
Emerson Electric (EMR) 0.0 $206k 1.5k 133.33
Vanguard Index Fds Sm Cp Val Etf (VBR) 0.0 $200k 1.0k 195.01