River Wealth Advisors LLC
- SEC CIK
- 0001642570
- Latest filing
- Aug 4, 2026
Holdings in Q1 2021
Holdings as of Mar 31, 2021, filed May 11, 2021. Long positions only.
- Positions
- 209
- No 13F data for Q4 2020
- Portfolio value
- $532.9M
- No 13F data for Q4 2020
Livermore's 13F data starts with Q1 2021, so this quarter has no previous quarter to compare with and changes are not shown.
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| AAPLApple Inc. | Stock | 186,547 | $22.8M | 4.3% | – | – | History |
| Vanguard Ftse All-World Ex-US Index Fund922042775 | ETF | 346,404 | $21.0M | 3.9% | – | – | – |
| iShares Russell 2000 ETF464287655 | ETF | 81,356 | $18.0M | 3.4% | – | – | – |
| Vanguard Morningstar Small-Cap Growth ETF922908595 | ETF | 59,806 | $16.4M | 3.1% | – | – | – |
| iShares Core S&P 500 ETF464287200 | ETF | 38,714 | $15.4M | 2.9% | – | – | – |
| MSFTMicrosoft Corp | Stock | 63,256 | $14.9M | 2.8% | – | – | History |
| Vanguard Total Bond Market ETF921937835 | ETF | 172,668 | $14.6M | 2.7% | – | – | – |
| State Street SPDR Bloomberg Convertible Securities ETF78464A359 | ETF | 174,365 | $14.5M | 2.7% | – | – | – |
| iShares Russell Midcap ETF464287499 | ETF | 187,431 | $13.9M | 2.6% | – | – | – |
| iShares Tr464287234 | MSCI EMG MKT ETF | 249,988 | $13.3M | 2.5% | – | – | – |
| AMZNAmazon Com Inc | Stock | 3,367 | $10.4M | 2.0% | – | – | History |
| iShares Tr46434V100 | 0-5YR INVT GR CP | 196,837 | $10.2M | 1.9% | – | – | – |
| VVisa Inc. | Stock | 45,132 | $9.56M | 1.8% | – | – | History |
| GOOGLAlphabet Inc. | Stock | 4,244 | $8.75M | 1.6% | – | – | History |
| DISWalt Disney Co | Stock | 46,235 | $8.53M | 1.6% | – | – | History |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 155,903 | $8.12M | 1.5% | – | – | – |
| JPMJPMorgan Chase & Co | Stock | 53,190 | $8.10M | 1.5% | – | – | History |
| SYKStryker Corp | Stock | 32,499 | $7.92M | 1.5% | – | – | History |
| ACNAccenture plc | Stock | 26,936 | $7.44M | 1.4% | – | – | History |
| MAMastercard Inc | Stock | 19,312 | $6.88M | 1.3% | – | – | History |
| ELVElevance Health, Inc. | Stock | 18,902 | $6.79M | 1.3% | – | – | History |
| Vanguard Index FDS922908652 | EXTEND MKT ETF | 34,443 | $6.09M | 1.1% | – | – | – |
| APDAir Products & Chemicals, Inc. | Stock | 21,530 | $6.06M | 1.1% | – | – | History |
| BACBank of America Corp | Stock | 137,429 | $5.32M | 1.0% | – | – | History |
| PEPPepsiCo Inc | Stock | 36,812 | $5.21M | 1.0% | – | – | History |
| TELTE Connectivity plc | REG SHS | 38,277 | $4.94M | 0.9% | – | – | History |
| LOWLowes Companies Inc | Stock | 25,557 | $4.86M | 0.9% | – | – | History |
| AMGNAmgen Inc | Stock | 18,514 | $4.61M | 0.9% | – | – | History |
| TTTrane Technologies plc | SHS | 27,649 | $4.58M | 0.9% | – | – | History |
| iShares MSCI Eafe ETF464287465 | ETF | 59,640 | $4.53M | 0.8% | – | – | – |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 17,365 | $4.52M | 0.8% | – | – | – |
| PNCPNC Financial Services Group, Inc. | Stock | 25,219 | $4.42M | 0.8% | – | – | History |
| iShares S&P Mid-Cap 400 Value ETF464287705 | ETF | 39,958 | $4.07M | 0.8% | – | – | – |
| TFCTruist Financial Corp | COM | 69,495 | $4.05M | 0.8% | – | – | History |
| ETNEaton Corp plc | Stock | 29,281 | $4.05M | 0.8% | – | – | History |
| Vanguard Scottsdale FDS92206C409 | SHRT TRM CORP BD | 49,034 | $4.04M | 0.8% | – | – | – |
| ARWArrow Electronics, Inc. | COM | 36,331 | $4.03M | 0.8% | – | – | History |
| HUNHuntsman CORP | COM | 135,066 | $3.89M | 0.7% | – | – | History |
| GOOGAlphabet Inc. | Stock | 1,786 | $3.69M | 0.7% | – | – | History |
| TMOThermo Fisher Scientific Inc. | Stock | 7,775 | $3.55M | 0.7% | – | – | History |
| CSLCarlisle Companies Inc | COM | 21,126 | $3.48M | 0.7% | – | – | History |
| PLDPrologis, Inc. | REIT | 32,607 | $3.46M | 0.6% | – | – | History |
| DHRDanaher Corp | Stock | 15,254 | $3.43M | 0.6% | – | – | History |
| USBUS Bancorp DE | COM NEW | 61,776 | $3.42M | 0.6% | – | – | History |
| VZVerizon Communications Inc | Stock | 58,674 | $3.41M | 0.6% | – | – | History |
| CVXChevron Corp | Stock | 31,222 | $3.27M | 0.6% | – | – | History |
| FITBFifth Third Bancorp | COM | 87,078 | $3.26M | 0.6% | – | – | History |
| DHIHorton D R Inc | COM | 36,230 | $3.23M | 0.6% | – | – | History |
| HDHome Depot, Inc. | Stock | 10,394 | $3.17M | 0.6% | – | – | History |
| HONHoneywell International Inc | COM | 14,489 | $3.15M | 0.6% | – | – | History |
| ORCLOracle Corp | Stock | 44,603 | $3.13M | 0.6% | – | – | History |
| Invesco QQQ Trust Series I46090E103 | ETF | 9,770 | $3.12M | 0.6% | – | – | – |
| METAMeta Platforms, Inc. | Stock | 10,530 | $3.10M | 0.6% | – | – | History |
| PHMPultegroup Inc | COM | 58,347 | $3.06M | 0.6% | – | – | History |
| LINLinde PLC | SHS | 10,791 | $3.02M | 0.6% | – | – | History |
| Schwab U.S. Mid-Cap ETF808524508 | ETF | 40,157 | $2.99M | 0.6% | – | – | – |
| COFCapital One Financial Corp | Stock | 23,405 | $2.98M | 0.6% | – | – | History |
| JNJJohnson & Johnson | Stock | 18,006 | $2.96M | 0.6% | – | – | History |
| STZConstellation Brands, Inc. | Stock | 12,774 | $2.91M | 0.5% | – | – | History |
| ZBHZimmer Biomet Holdings, Inc. | Stock | 17,538 | $2.81M | 0.5% | – | – | History |
| ULUnilever PLC | SPON ADR NEW | 45,642 | $2.55M | 0.5% | – | – | History |
| CORCencora, Inc. | Stock | 21,314 | $2.52M | 0.5% | – | – | History |
| CVSCVS Health Corp | Stock | 32,665 | $2.46M | 0.5% | – | – | History |
| ALLEAllegion plc | ORD SHS | 19,323 | $2.43M | 0.5% | – | – | History |
| NKENIKE, Inc. | Stock | 17,315 | $2.30M | 0.4% | – | – | History |
| RYRoyal Bank of Canada | Stock | 23,613 | $2.18M | 0.4% | – | – | History |
| ABBVAbbVie Inc. | Stock | 19,800 | $2.14M | 0.4% | – | – | History |
| CBChubb Ltd | Stock | 13,487 | $2.13M | 0.4% | – | – | History |
| AEPAmerican Electric Power Co Inc | Stock | 24,037 | $2.04M | 0.4% | – | – | History |
| KRNYKearny Financial Corp. | COM | 166,946 | $2.02M | 0.4% | – | – | History |
| Vanguard S&P 500 ETF922908363 | ETF | 5,458 | $1.99M | 0.4% | – | – | – |
| iShares Tr464288273 | EAFE SML CP ETF | 26,620 | $1.91M | 0.4% | – | – | – |
| PHParker-Hannifin Corp | Stock | 6,011 | $1.90M | 0.4% | – | – | History |
| iShares Core MSCI Emerging Markets ETF46434G103 | ETF | 29,439 | $1.90M | 0.4% | – | – | – |
| iShares Core S&P Small Cap ETF464287804 | ETF | 17,219 | $1.87M | 0.4% | – | – | – |
| PSXPhillips 66 | Stock | 22,188 | $1.81M | 0.3% | – | – | History |
| RTXRTX Corp | Stock | 22,517 | $1.74M | 0.3% | – | – | History |
| COPConocoPhillips | Stock | 32,694 | $1.73M | 0.3% | – | – | History |
| PPLPPL Corp | COM | 59,804 | $1.73M | 0.3% | – | – | History |
| QCOMQualcomm Inc | Stock | 12,836 | $1.70M | 0.3% | – | – | History |
| TAT&T Inc. | Stock | 56,020 | $1.70M | 0.3% | – | – | History |
| MRSHMarsh & McLennan Companies, Inc. | Stock | 13,802 | $1.68M | 0.3% | – | – | History |
| UNHUnitedHealth Group Inc | Stock | 4,486 | $1.67M | 0.3% | – | – | History |
| INTCIntel Corp | Stock | 25,885 | $1.66M | 0.3% | – | – | History |
| SPGIS&P Global Inc. | Stock | 4,647 | $1.64M | 0.3% | – | – | History |
| iShares Select Dividend ETF464287168 | ETF | 14,019 | $1.60M | 0.3% | – | – | – |
| DDominion Energy, Inc | Stock | 20,957 | $1.59M | 0.3% | – | – | History |
| TROWPrice T Rowe Group Inc | Stock | 9,059 | $1.55M | 0.3% | – | – | History |
| SPYSPDR S&P 500 ETF Trust | ETF | 3,662 | $1.45M | 0.3% | – | – | History |
| CLColgate Palmolive Co | Stock | 17,903 | $1.41M | 0.3% | – | – | History |
| iShares Tr464287622 | RUS 1000 ETF | 6,140 | $1.37M | 0.3% | – | – | – |
| Global X FDS37954Y715 | RBTCS ARTFL INTE | 41,251 | $1.37M | 0.3% | – | – | – |
| DEDeere & Co | Stock | 3,476 | $1.30M | 0.2% | – | – | History |
| TMToyota Motor Corp | ADS | 8,325 | $1.30M | 0.2% | – | – | History |
| iShares S&P Mid-Cap 400 Growth ETF464287606 | ETF | 16,548 | $1.30M | 0.2% | – | – | – |
| NSCNorfolk Southern Corp | Stock | 4,684 | $1.26M | 0.2% | – | – | History |
| NVDANVIDIA Corp | Stock | 2,285 | $1.22M | 0.2% | – | – | History |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 24,806 | $1.22M | 0.2% | – | – | – |
| CATCaterpillar Inc | Stock | 4,933 | $1.14M | 0.2% | – | – | History |
| ITWIllinois Tool Works Inc | Stock | 5,099 | $1.13M | 0.2% | – | – | History |