River Wealth Advisors

River Wealth Advisors as of Sept. 30, 2025

Portfolio Holdings for River Wealth Advisors

River Wealth Advisors holds 203 positions in its portfolio as reported in the September 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Apple (AAPL) 5.5 $47M 186k 254.63
Microsoft Corporation (MSFT) 5.0 $42M 82k 517.95
NVIDIA Corporation (NVDA) 4.8 $41M 219k 186.58
Ishares Tr Rus Mid Cap Etf (IWR) 4.6 $40M 412k 96.55
Ishares Tr Core S&p500 Etf (IVV) 4.0 $35M 52k 669.29
Alphabet Cap Stk Cl A (GOOGL) 3.1 $27M 111k 243.10
Ishares Tr Us Sml Cap Eqt (SMLF) 3.0 $26M 343k 74.35
Invesco Exchange Traded Fd T S&p Smlcp Moment (XSMO) 2.9 $25M 337k 73.57
JPMorgan Chase & Co. (JPM) 2.5 $21M 68k 315.43
Spdr Series Trust Bbg Conv Sec Etf (CWB) 2.5 $21M 234k 90.50
Ishares Tr Russell 2000 Etf (IWM) 2.5 $21M 87k 241.96
Amazon (AMZN) 2.1 $18M 83k 219.57
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 2.1 $18M 248k 71.37
Visa Com Cl A (V) 2.1 $18M 51k 341.38
Metropcs Communications (TMUS) 1.8 $15M 64k 239.38
Accenture Plc Ireland Shs Class A (ACN) 1.7 $15M 60k 246.60
AmerisourceBergen (COR) 1.6 $13M 43k 312.53
Eaton Corp SHS (ETN) 1.5 $12M 33k 374.25
Bank of America Corporation (BAC) 1.4 $12M 236k 51.59
Take-Two Interactive Software (TTWO) 1.3 $11M 43k 258.36
Oracle Corporation (ORCL) 1.2 $10M 36k 281.24
Chubb (CB) 1.1 $9.7M 34k 282.25
TJX Companies (TJX) 1.1 $9.6M 67k 144.54
Eli Lilly & Co. (LLY) 1.1 $9.4M 12k 763.03
Ishares Core Msci Emkt (IEMG) 1.1 $9.3M 141k 65.92
Blackrock (BLK) 1.0 $8.4M 7.2k 1165.82
salesforce (CRM) 0.9 $7.8M 33k 237.00
Lam Research Corp Com New (LRCX) 0.9 $7.7M 58k 133.90
Pepsi (PEP) 0.8 $7.3M 52k 140.44
Stryker Corporation (SYK) 0.8 $7.3M 20k 369.68
Chipotle Mexican Grill (CMG) 0.8 $7.1M 181k 39.19
Merck & Co (MRK) 0.8 $6.9M 82k 83.93
Servicenow (NOW) 0.8 $6.8M 7.4k 920.28
Costco Wholesale Corporation (COST) 0.8 $6.7M 7.3k 925.62
Trane Technologies SHS (TT) 0.8 $6.4M 15k 421.96
Mastercard Incorporated Cl A (MA) 0.7 $6.4M 11k 568.82
Waste Management (WM) 0.7 $6.0M 27k 220.83
Deere & Company (DE) 0.7 $5.9M 13k 457.27
Ishares Tr 0-5yr Invt Gr Cp (SLQD) 0.7 $5.9M 116k 50.83
Wal-Mart Stores (WMT) 0.7 $5.7M 56k 103.06
Carlisle Companies (CSL) 0.7 $5.6M 17k 328.96
Constellation Energy (CEG) 0.6 $5.4M 17k 329.06
Chevron Corporation (CVX) 0.6 $5.4M 35k 155.29
Alphabet Cap Stk Cl C (GOOG) 0.6 $5.1M 21k 243.55
Tetra Tech (TTEK) 0.6 $5.0M 149k 33.38
Targa Res Corp (TRGP) 0.5 $4.6M 28k 167.54
Te Connectivity Ord Shs (TEL) 0.5 $4.3M 20k 219.53
Ishares Tr Core S&p Mcp Etf (IJH) 0.5 $4.3M 66k 65.26
Capital One Financial (COF) 0.5 $4.2M 20k 212.58
Air Products & Chemicals (APD) 0.5 $4.1M 15k 272.73
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.5 $3.9M 6.6k 600.35
Amgen (AMGN) 0.4 $3.8M 14k 282.21
Ishares Tr S&p Mc 400vl Etf (IJJ) 0.4 $3.8M 29k 129.72
Exxon Mobil Corporation (XOM) 0.4 $3.8M 34k 112.75
Pulte (PHM) 0.4 $3.7M 28k 132.13
Raytheon Technologies Corp (RTX) 0.4 $3.5M 21k 167.33
Abbvie (ABBV) 0.4 $3.5M 15k 231.53
Vanguard Index Fds Extend Mkt Etf (VXF) 0.4 $3.5M 17k 209.34
Freeport-mcmoran CL B (FCX) 0.4 $3.3M 84k 39.22
Lowe's Companies (LOW) 0.4 $3.2M 13k 251.30
Parker-Hannifin Corporation (PH) 0.4 $3.2M 4.2k 758.20
Cameco Corporation (CCJ) 0.4 $3.2M 38k 83.86
Digital Realty Trust (DLR) 0.4 $3.0M 18k 172.88
Home Depot (HD) 0.4 $3.0M 7.4k 405.16
Caterpillar (CAT) 0.3 $3.0M 6.2k 477.14
Meta Platforms Cl A (META) 0.3 $2.9M 4.0k 734.38
Linde SHS (LIN) 0.3 $2.8M 5.9k 475.00
Schwab Strategic Tr Us Mid-cap Etf (SCHM) 0.3 $2.8M 95k 29.64
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.3 $2.7M 4.0k 666.18
Goldman Sachs (GS) 0.3 $2.6M 3.3k 796.35
Marsh & McLennan Companies (MMC) 0.3 $2.5M 12k 201.53
Invesco Exch Trd Slf Idx Bulshs 2026 Cb (BSCQ) 0.3 $2.4M 122k 19.56
Vanguard Index Fds Sml Cp Grw Etf (VBK) 0.3 $2.4M 7.9k 297.62
Fifth Third Ban (FITB) 0.3 $2.4M 53k 44.55
PNC Financial Services (PNC) 0.3 $2.3M 12k 200.92
Ishares Tr Rus 1000 Etf (IWB) 0.3 $2.3M 6.4k 365.48
Johnson & Johnson (JNJ) 0.3 $2.3M 12k 185.42
Public Service Enterprise (PEG) 0.2 $2.1M 25k 83.46
Phillips 66 (PSX) 0.2 $2.0M 15k 136.02
Invesco Exch Trd Slf Idx Bulshs 2027 Cb (BSCR) 0.2 $2.0M 103k 19.71
Thermo Fisher Scientific (TMO) 0.2 $1.9M 3.9k 485.02
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.2 $1.9M 3.1k 612.30
Procter & Gamble Company (PG) 0.2 $1.8M 12k 153.64
Ishares Tr Msci Emg Mkt Etf (EEM) 0.2 $1.8M 34k 53.40
Vanguard Index Fds Growth Etf (VUG) 0.2 $1.8M 3.7k 479.63
ConocoPhillips (COP) 0.2 $1.8M 19k 94.59
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.2 $1.7M 3.4k 502.74
Ishares Tr S&p Mc 400gr Etf (IJK) 0.2 $1.7M 18k 95.89
Mondelez Intl Cl A (MDLZ) 0.2 $1.6M 26k 62.47
Danaher Corporation (DHR) 0.2 $1.6M 8.0k 198.26
D.R. Horton (DHI) 0.2 $1.6M 9.4k 169.47
Anthem (ELV) 0.2 $1.6M 4.8k 323.12
Honeywell International (HON) 0.2 $1.5M 7.0k 210.51
Invesco Exch Trd Slf Idx Invsco Blsh 28 (BSCS) 0.2 $1.5M 71k 20.57
Invesco Exch Trd Slf Idx Buletshs 2029 (BSCT) 0.2 $1.4M 74k 18.81
Select Sector Spdr Tr Technology (XLK) 0.2 $1.4M 4.9k 281.88
S&p Global (SPGI) 0.2 $1.4M 2.8k 486.77
Ishares Tr Msci Eafe Etf (EFA) 0.2 $1.3M 14k 93.37
Qualcomm (QCOM) 0.1 $1.2M 7.5k 166.37
Invesco Exch Trd Slf Idx Buletshs 2031 Cp (BSCV) 0.1 $1.2M 75k 16.68
Invesco Exch Trd Slf Idx Bulletshs 2032 (BSCW) 0.1 $1.2M 60k 20.88
Allegion Ord Shs (ALLE) 0.1 $1.2M 6.9k 177.36
Invesco Exch Trd Slf Idx Invsco 30 Corp (BSCU) 0.1 $1.2M 71k 16.90
Cisco Systems (CSCO) 0.1 $1.2M 17k 68.42
Kearny Finl Corp Md (KRNY) 0.1 $1.1M 167k 6.57
Invesco Exch Trd Slf Idx Bulshs 2025 Cb (BSCP) 0.1 $1.1M 52k 20.69
Invesco Exch Trd Slf Idx Invesco Bulletsh (BSCX) 0.1 $1.1M 50k 21.47
McKesson Corporation (MCK) 0.1 $1.1M 1.4k 772.54
Truist Financial Corp equities (TFC) 0.1 $1.1M 23k 45.72
Automatic Data Processing (ADP) 0.1 $1.0M 3.5k 293.50
Vanguard Index Fds Small Cp Etf (VB) 0.1 $1.0M 4.0k 254.28
Select Sector Spdr Tr Energy (XLE) 0.1 $1.0M 11k 89.34
Vanguard Index Fds Total Stk Mkt (VTI) 0.1 $983k 3.0k 328.19
Vanguard Index Fds Value Etf (VTV) 0.1 $979k 5.3k 186.49
Wells Fargo & Company (WFC) 0.1 $967k 12k 83.82
Norfolk Southern (NSC) 0.1 $961k 3.2k 300.41
Rbc Cad (RY) 0.1 $956k 6.5k 147.32
Unilever Spon Adr New (UL) 0.1 $926k 16k 59.28
Ishares Tr Core Div Grwth (DGRO) 0.1 $899k 13k 68.08
Colgate-Palmolive Company (CL) 0.1 $873k 11k 79.94
Prologis (PLD) 0.1 $847k 7.4k 114.52
Broadcom (AVGO) 0.1 $831k 2.5k 329.93
Ingersoll Rand (IR) 0.1 $813k 9.8k 82.62
Ishares Tr Select Divid Etf (DVY) 0.1 $806k 5.7k 142.10
Netflix (NFLX) 0.1 $800k 667.00 1198.92
Hershey Company (HSY) 0.1 $789k 4.2k 187.04
Illinois Tool Works (ITW) 0.1 $783k 3.0k 260.77
Toll Brothers (TOL) 0.1 $752k 5.4k 138.14
General Dynamics Corporation (GD) 0.1 $746k 2.2k 340.93
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.1 $718k 12k 59.92
Cigna Corp (CI) 0.1 $709k 2.5k 288.26
Abbott Laboratories (ABT) 0.1 $706k 5.3k 133.95
Tesla Motors (TSLA) 0.1 $700k 1.6k 444.72
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) 0.1 $699k 1.2k 596.03
Union Pacific Corporation (UNP) 0.1 $697k 2.9k 236.33
Ishares Msci Jpn Etf New (EWJ) 0.1 $686k 8.6k 80.21
Ishares Tr Core S&p Scp Etf (IJR) 0.1 $661k 5.6k 118.83
Walt Disney Company (DIS) 0.1 $641k 5.6k 114.50
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.1 $639k 12k 54.18
Schwab Strategic Tr 1000 Index Etf (SCHK) 0.1 $627k 20k 32.12
Fidelity Covington Trust Msci Info Tech I (FTEC) 0.1 $616k 2.8k 222.20
McDonald's Corporation (MCD) 0.1 $614k 2.0k 303.89
Southern Company (SO) 0.1 $612k 6.5k 94.77
Arrow Electronics (ARW) 0.1 $612k 5.1k 121.00
UnitedHealth (UNH) 0.1 $605k 1.8k 345.30
Travelers Companies (TRV) 0.1 $604k 2.2k 279.16
Kimberly-Clark Corporation (KMB) 0.1 $599k 4.8k 124.35
Avery Dennison Corporation (AVY) 0.1 $565k 3.5k 162.17
Invesco Exch Trd Slf Idx Bulletshares 203 (BSCY) 0.1 $547k 26k 21.02
Vanguard World Mega Cap Index (MGC) 0.1 $540k 2.2k 244.09
Coca-Cola Company (KO) 0.1 $528k 8.0k 66.32
Ishares Tr Rus 1000 Grw Etf (IWF) 0.1 $517k 1.1k 468.41
Carrier Global Corporation (CARR) 0.1 $510k 8.5k 59.70
Masco Corporation (MAS) 0.1 $510k 7.2k 70.39
FedEx Corporation (FDX) 0.1 $496k 2.1k 235.77
Charles Schwab Corporation (SCHW) 0.1 $492k 5.1k 95.48
Vanguard Index Fds Mid Cap Etf (VO) 0.1 $478k 1.6k 293.76
Toyota Motor Corp Ads (TM) 0.1 $476k 2.5k 191.09
Vanguard Whitehall Fds High Div Yld (VYM) 0.1 $473k 3.4k 140.95
M&T Bank Corporation (MTB) 0.1 $454k 2.3k 197.62
Morgan Stanley Com New (MS) 0.1 $451k 2.8k 158.96
Arthur J. Gallagher & Co. (AJG) 0.0 $423k 1.4k 309.74
Spdr Series Trust S&p Divid Etf (SDY) 0.0 $406k 2.9k 140.05
Ishares Tr Core Msci Eafe (IEFA) 0.0 $405k 4.6k 87.31
Vanguard World Inf Tech Etf (VGT) 0.0 $388k 519.00 746.63
Marathon Petroleum Corp (MPC) 0.0 $384k 2.0k 192.78
Applied Materials (AMAT) 0.0 $380k 1.9k 204.69
T. Rowe Price (TROW) 0.0 $376k 3.7k 102.63
Moog Cl A (MOG.A) 0.0 $374k 1.8k 207.67
Nextera Energy (NEE) 0.0 $368k 4.9k 75.48
Select Sector Spdr Tr Financial (XLF) 0.0 $359k 6.7k 53.87
Brown & Brown (BRO) 0.0 $358k 3.8k 93.79
Texas Instruments Incorporated (TXN) 0.0 $341k 1.9k 183.73
Dimensional Etf Trust Us Core Equity 2 (DFAC) 0.0 $330k 8.6k 38.57
Quest Diagnostics Incorporated (DGX) 0.0 $328k 1.7k 190.54
PPG Industries (PPG) 0.0 $324k 3.1k 105.10
Select Sector Spdr Tr Sbi Cons Discr (XLY) 0.0 $319k 1.3k 239.64
Synopsys (SNPS) 0.0 $315k 639.00 493.39
Vanguard World Health Car Etf (VHT) 0.0 $315k 1.2k 259.60
Fidelity Covington Trust Msci Finls Idx (FNCL) 0.0 $315k 4.1k 76.34
Ishares Tr Eafe Sml Cp Etf (SCZ) 0.0 $297k 3.9k 76.72
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 0.0 $293k 11k 27.90
Cummins (CMI) 0.0 $281k 666.00 422.37
Bristol Myers Squibb (BMY) 0.0 $279k 6.2k 45.10
Schwab Strategic Tr Us Dividend Eq (SCHD) 0.0 $276k 10k 27.30
Fidelity Comwlth Tr Nasdaq Compsit (ONEQ) 0.0 $269k 3.0k 89.13
Ishares Tr Rus Mdcp Val Etf (IWS) 0.0 $260k 1.9k 139.67
Aon Shs Cl A (AON) 0.0 $256k 718.00 356.58
Ameriprise Financial (AMP) 0.0 $254k 517.00 491.25
Fidelity Covington Trust Msci Hlth Care I (FHLC) 0.0 $247k 3.7k 66.87
PPL Corporation (PPL) 0.0 $244k 6.6k 37.16
Ishares Tr U.s. Tech Etf (IYW) 0.0 $238k 1.2k 195.86
Lockheed Martin Corporation (LMT) 0.0 $230k 461.00 499.21
Broadridge Financial Solutions (BR) 0.0 $223k 936.00 238.17
Vanguard World Comm Srvc Etf (VOX) 0.0 $216k 1.2k 187.73
Nucor Corporation (NUE) 0.0 $213k 1.6k 135.47
Zimmer Holdings (ZBH) 0.0 $210k 2.1k 98.48
L3harris Technologies (LHX) 0.0 $210k 686.00 305.41
Ishares Tr Rus 2000 Grw Etf (IWO) 0.0 $207k 646.00 320.04
Labcorp Holdings Com Shs (LH) 0.0 $204k 710.00 287.06
Emerson Electric (EMR) 0.0 $203k 1.6k 131.15
Watsco, Incorporated (WSO) 0.0 $202k 500.00 404.30
Nuveen Multi-Strategy Income & Growth (JPC) 0.0 $120k 15k 8.20