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 |
|---|---|---|---|---|---|---|---|
| GERNGeron Corp | COM | 10,000 | $16.0K | <0.1% | – | – | History |
| HPEHewlett Packard Enterprise Co | COM | 10,504 | $165.0K | <0.1% | – | – | History |
| PEGPublic Service Enterprise Group Inc | COM | 3,324 | $200.0K | <0.1% | – | – | History |
| AJGArthur J. Gallagher & Co. | COM | 1,628 | $203.0K | <0.1% | – | – | History |
| HPQHP Inc | Stock | 6,516 | $207.0K | <0.1% | – | – | History |
| Fidelity MSCI Health Care Index ETF316092600 | ETF | 3,633 | $214.0K | <0.1% | – | – | – |
| BRBroadridge Financial Solutions, Inc. | Stock | 1,409 | $216.0K | <0.1% | – | – | History |
| BROBrown & Brown, Inc. | Stock | 4,727 | $216.0K | <0.1% | – | – | History |
| NVSNovartis AG | ADR | 2,525 | $216.0K | <0.1% | – | – | History |
| RPMRPM International Inc | COM | 2,405 | $221.0K | <0.1% | – | – | History |
| Fidelity MSCI Financials Index ETF316092501 | ETF | 4,707 | $230.0K | <0.1% | – | – | – |
| EMREmerson Electric Co | Stock | 2,586 | $233.0K | <0.1% | – | – | History |
| BABoeing Co | Stock | 941 | $240.0K | <0.1% | – | – | History |
| ZBRAZebra Technologies Corp | CL A | 502 | $244.0K | <0.1% | – | – | History |
| Invesco Exch Traded FD Tr II46138E578 | KBW REGL BKG | 4,030 | $246.0K | <0.1% | – | – | – |
| EBAYeBay Inc | COM | 4,144 | $254.0K | <0.1% | – | – | History |
| Schwab U.S. Small-Cap ETF808524607 | ETF | 2,588 | $258.0K | <0.1% | – | – | – |
| WMTWalmart Inc. | Stock | 1,904 | $259.0K | <0.1% | – | – | History |
| MDTMedtronic plc | Stock | 2,219 | $262.0K | <0.1% | – | – | History |
| BDXBecton Dickinson & Co | Stock | 1,108 | $269.0K | 0.1% | – | – | History |
| PYPLPayPal Holdings, Inc. | Stock | 1,114 | $271.0K | 0.1% | – | – | History |
| WBAWalgreens Boots Alliance, Inc. | COM | 5,042 | $277.0K | 0.1% | – | – | History |
| NUENucor Corp | COM | 3,524 | $283.0K | 0.1% | – | – | History |
| GLGlobe Life Inc. | COM | 2,934 | $284.0K | 0.1% | – | – | History |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 1,315 | $291.0K | 0.1% | – | – | – |
| TDToronto Dominion Bank | Stock | 4,502 | $294.0K | 0.1% | – | – | History |
| CRLCharles River Laboratories International, Inc. | COM | 1,032 | $299.0K | 0.1% | – | – | History |
| GDGeneral Dynamics Corp | Stock | 1,654 | $300.0K | 0.1% | – | – | History |
| COSTCostco Wholesale Corp | Stock | 877 | $309.0K | 0.1% | – | – | History |
| MCKMcKesson Corp | Stock | 1,607 | $313.0K | 0.1% | – | – | History |
| Schwab Emerging Markets Equity ETF808524706 | ETF | 9,846 | $313.0K | 0.1% | – | – | – |
| TMUST-Mobile US, Inc. | Stock | 2,507 | $314.0K | 0.1% | – | – | History |
| PMPhilip Morris International Inc. | Stock | 3,561 | $316.0K | 0.1% | – | – | History |
| DGDollar General Corp | COM | 1,572 | $319.0K | 0.1% | – | – | History |
| Vanguard Morningstar Growth ETF922908736 | ETF | 1,278 | $328.0K | 0.1% | – | – | – |
| TRVTravelers Companies, Inc. | Stock | 2,191 | $330.0K | 0.1% | – | – | History |
| iShares Core MSCI Eafe ETF46432F842 | ETF | 4,681 | $337.0K | 0.1% | – | – | – |
| WFCWells Fargo & Company | Stock | 8,808 | $344.0K | 0.1% | – | – | History |
| Fidelity MSCI Information Technology Index ETF316092808 | ETF | 3,271 | $346.0K | 0.1% | – | – | – |
| State Street Industrial Select Sector SPDR ETF81369Y704 | ETF | 3,534 | $348.0K | 0.1% | – | – | – |
| DUKDuke Energy CORP | Stock | 3,694 | $357.0K | 0.1% | – | – | History |
| Vanguard Health Care ETF92204A504 | ETF | 1,685 | $385.0K | 0.1% | – | – | – |
| MKCMcCormick & Co Inc | Stock | 4,352 | $388.0K | 0.1% | – | – | History |
| SBUXStarbucks Corp | Stock | 3,571 | $390.0K | 0.1% | – | – | History |
| Schwab International Equity ETF808524805 | ETF | 10,371 | $390.0K | 0.1% | – | – | – |
| RMDResmed Inc | COM | 2,008 | $390.0K | 0.1% | – | – | History |
| Schwab U.S. Broad Market ETF808524102 | ETF | 4,045 | $391.0K | 0.1% | – | – | – |
| NOCNorthrop Grumman Corp | Stock | 1,213 | $393.0K | 0.1% | – | – | History |
| Schwab US Aggregate Bond ETF808524839 | ETF | 7,352 | $397.0K | 0.1% | – | – | – |
| Schwab US Dividend Equity ETF808524797 | ETF | 5,741 | $419.0K | 0.1% | – | – | – |
| MOG.AMoog Inc. | CL A | 5,065 | $421.0K | 0.1% | – | – | History |
| WKCWorld Kinect Corp | COM | 4,140 | $427.0K | 0.1% | – | – | History |
| TXNTexas Instruments Inc | Stock | 2,267 | $429.0K | 0.1% | – | – | History |
| NFLXNetflix Inc | Stock | 838 | $437.0K | 0.1% | – | – | History |
| MDYSPDR S&P Midcap 400 ETF Trust | ETF | 929 | $442.0K | 0.1% | – | – | History |
| Vanguard High Dividend Yield Index ETF921946406 | ETF | 4,388 | $444.0K | 0.1% | – | – | – |
| Vanguard World FD921910873 | MEGA CAP INDEX | 3,257 | $457.0K | 0.1% | – | – | – |
| HTHersha Hospitality Trust | PR SHS BEN INT | 44,453 | $469.0K | 0.1% | – | – | History |
| CHRWC. H. Robinson Worldwide, Inc. | COM NEW | 4,939 | $471.0K | 0.1% | – | – | History |
| SPDR Series Trust78464A763 | ST STR SP DIV | 4,032 | $476.0K | 0.1% | – | – | – |
| OTISOtis Worldwide Corp | Stock | 7,022 | $481.0K | 0.1% | – | – | History |
| State Street Financial Select Sector SPDR ETF81369Y605 | ETF | 15,077 | $513.0K | 0.1% | – | – | – |
| CMICummins Inc | Stock | 1,979 | $513.0K | 0.1% | – | – | History |
| TOLToll Brothers, Inc. | COM | 9,230 | $524.0K | 0.1% | – | – | History |
| State Street Consumer Discretionary Select Sector SPDR ETF81369Y407 | ETF | 3,162 | $531.0K | 0.1% | – | – | – |
| VFCV F Corp | Stock | 6,825 | $545.0K | 0.1% | – | – | History |
| LHLabcorp Holdings Inc. | COM NEW | 2,170 | $553.0K | 0.1% | – | – | History |
| Vanguard Intermediate-Term Corporate Bond ETF92206C870 | ETF | 5,956 | $554.0K | 0.1% | – | – | – |
| DGXQuest Diagnostics Inc | COM | 4,379 | $562.0K | 0.1% | – | – | History |
| CMCSAComcast Corp | Stock | 10,466 | $566.0K | 0.1% | – | – | History |
| iShares Core U.S. Aggregate Bond ETF464287226 | ETF | 5,116 | $582.0K | 0.1% | – | – | – |
| DFSDiscover Financial Services | COM | 6,144 | $584.0K | 0.1% | – | – | History |
| Schwab U.S. Large-Cap ETF808524201 | ETF | 6,169 | $592.0K | 0.1% | – | – | – |
| iShares Tr464288414 | NATIONAL MUN ETF | 5,140 | $596.0K | 0.1% | – | – | – |
| LMTLockheed Martin Corp | Stock | 1,651 | $610.0K | 0.1% | – | – | History |
| KMBKimberly Clark Corp | Stock | 4,439 | $617.0K | 0.1% | – | – | History |
| MTBM&T Bank Corp | COM | 4,070 | $617.0K | 0.1% | – | – | History |
| CARRCarrier Global Corp | Stock | 15,379 | $649.0K | 0.1% | – | – | History |
| MMM3M Co | Stock | 3,416 | $658.0K | 0.1% | – | – | History |
| WMWaste Management Inc | Stock | 5,151 | $665.0K | 0.1% | – | – | History |
| MRKMerck & Co., Inc. | Stock | 8,636 | $666.0K | 0.1% | – | – | History |
| LRCXLam Research Corp | COM | 1,149 | $684.0K | 0.1% | – | – | History |
| KOCoca Cola Co | Stock | 13,039 | $687.0K | 0.1% | – | – | History |
| PFEPfizer Inc | Stock | 19,367 | $702.0K | 0.1% | – | – | History |
| State Street Energy Select Sector SPDR ETF81369Y506 | ETF | 14,827 | $727.0K | 0.1% | – | – | – |
| IRIngersoll Rand Inc. | COM | 15,115 | $744.0K | 0.1% | – | – | History |
| BMYBristol Myers Squibb Co | Stock | 12,056 | $761.0K | 0.1% | – | – | History |
| Vanguard Morningstar Small-Cap ETF922908751 | ETF | 3,598 | $770.0K | 0.1% | – | – | – |
| State Street Technology Select Sector SPDR ETF81369Y803 | ETF | 6,014 | $799.0K | 0.1% | – | – | – |
| PPGPPG Industries Inc | Stock | 5,434 | $817.0K | 0.2% | – | – | History |
| AVYAvery Dennison Corp | COM | 4,456 | $818.0K | 0.2% | – | – | History |
| Vanguard Information Technology ETF92204A702 | ETF | 2,308 | $827.0K | 0.2% | – | – | – |
| FDXFedEx Corp | Stock | 2,927 | $831.0K | 0.2% | – | – | History |
| State Street Real Estate Select Sector SPDR ETF81369Y860 | ETF | 21,587 | $852.0K | 0.2% | – | – | – |
| Varian Med Sys Inc92220P105 | COM | 4,856 | $857.0K | 0.2% | – | – | – |
| XOMExxonMobil Holdings Corp | COM | 15,448 | $862.0K | 0.2% | – | – | History |
| BRK.BBerkshire Hathaway Inc | Stock | 3,512 | $897.0K | 0.2% | – | – | History |
| UNPUnion Pacific Corp | Stock | 4,186 | $923.0K | 0.2% | – | – | History |
| TJXTJX Companies Inc | Stock | 14,395 | $952.0K | 0.2% | – | – | History |
| MASMasco Corp | COM | 16,142 | $967.0K | 0.2% | – | – | History |