River Wealth Advisors LLC
- SEC CIK
- 0001642570
- Latest filing
- Aug 4, 2026
Holdings in Q2 2021
Holdings as of Jun 30, 2021, filed Aug 6, 2021. Long positions only; changes compare share counts with Q1 2021.
- Positions
- 213
- +4 vs. Q1 2021
- Portfolio value
- $571.1M
- +$38.2M (+7.2%) vs. Q1 2021
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| MCDMcDonalds Corp | Stock | 4,325 | $999.0K | 0.2% | −145−3.2% | Reduced | History |
| State Street Real Estate Select Sector SPDR ETF81369Y860 | ETF | 22,569 | $1.00M | 0.2% | +982+4.5% | Added | – |
| BRK.BBerkshire Hathaway Inc | Stock | 3,619 | $1.01M | 0.2% | +107+3.0% | Added | History |
| CATCaterpillar Inc | Stock | 4,733 | $1.03M | 0.2% | −200−4.1% | Reduced | History |
| CCitigroup Inc | Stock | 14,757 | $1.04M | 0.2% | +200+1.4% | Added | History |
| NEENextera Energy Inc | Stock | 14,433 | $1.06M | 0.2% | +1,517+11.7% | Added | History |
| ADPAutomatic Data Processing Inc | Stock | 5,377 | $1.07M | 0.2% | −264−4.7% | Reduced | History |
| DEDeere & Co | Stock | 3,028 | $1.07M | 0.2% | −448−12.9% | Reduced | History |
| PGProcter & Gamble Co | Stock | 8,208 | $1.11M | 0.2% | +36+0.4% | Added | History |
| CSCOCisco Systems, Inc. | Stock | 21,080 | $1.12M | 0.2% | +532+2.6% | Added | History |
| TAT&T Inc. | Stock | 39,382 | $1.13M | 0.2% | −16,638−29.7% | Reduced | History |
| ITWIllinois Tool Works Inc | Stock | 5,097 | $1.14M | 0.2% | −20.0% | Reduced | History |
| DLRDigital Realty Trust, Inc. | COM | 7,671 | $1.15M | 0.2% | +797+11.6% | Added | History |
| AMTAmerican Tower Corp | REIT | 4,487 | $1.21M | 0.2% | +289+6.9% | Added | History |
| CMCSAComcast Corp | Stock | 21,628 | $1.23M | 0.2% | +11,162+106.7% | Added | History |
| NSCNorfolk Southern Corp | Stock | 4,684 | $1.24M | 0.2% | 00.0% | Unchanged | History |
| TGTTarget Corp | Stock | 5,188 | $1.25M | 0.2% | −63−1.2% | Reduced | History |
| iShares S&P Mid-Cap 400 Growth ETF464287606 | ETF | 16,671 | $1.35M | 0.2% | +123+0.7% | Added | – |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 27,701 | $1.43M | 0.2% | +2,895+11.7% | Added | – |
| INTCIntel Corp | Stock | 26,071 | $1.46M | 0.3% | +186+0.7% | Added | History |
| CLColgate Palmolive Co | Stock | 18,134 | $1.48M | 0.3% | +231+1.3% | Added | History |
| iShares Tr464287622 | RUS 1000 ETF | 6,140 | $1.49M | 0.3% | 00.0% | Unchanged | – |
| TMToyota Motor Corp | ADS | 8,565 | $1.50M | 0.3% | +240+2.9% | Added | History |
| DDominion Energy, Inc | Stock | 20,850 | $1.53M | 0.3% | −107−0.5% | Reduced | History |
| Global X FDS37954Y715 | RBTCS ARTFL INTE | 45,387 | $1.59M | 0.3% | +4,136+10.0% | Added | – |
| SPYSPDR S&P 500 ETF Trust | ETF | 3,721 | $1.59M | 0.3% | +59+1.6% | Added | History |
| iShares Select Dividend ETF464287168 | ETF | 13,959 | $1.63M | 0.3% | −60−0.4% | Reduced | – |
| TROWPrice T Rowe Group Inc | Stock | 8,792 | $1.74M | 0.3% | −267−2.9% | Reduced | History |
| NVDANVIDIA Corp | Stock | 2,177 | $1.74M | 0.3% | −108−4.7% | Reduced | History |
| PPLPPL Corp | COM | 63,314 | $1.77M | 0.3% | +3,510+5.9% | Added | History |
| UNHUnitedHealth Group Inc | Stock | 4,567 | $1.83M | 0.3% | +81+1.8% | Added | History |
| PHParker-Hannifin Corp | Stock | 6,054 | $1.86M | 0.3% | +43+0.7% | Added | History |
| SPGIS&P Global Inc. | Stock | 4,535 | $1.86M | 0.3% | −112−2.4% | Reduced | History |
| PSXPhillips 66 | Stock | 22,262 | $1.91M | 0.3% | +74+0.3% | Added | History |
| RTXRTX Corp | Stock | 22,752 | $1.94M | 0.3% | +235+1.0% | Added | History |
| iShares Tr464288273 | EAFE SML CP ETF | 26,795 | $1.99M | 0.3% | +175+0.7% | Added | – |
| KRNYKearny Financial Corp. | COM | 166,946 | $2.00M | 0.3% | 00.0% | Unchanged | History |
| iShares Core MSCI Emerging Markets ETF46434G103 | ETF | 30,000 | $2.01M | 0.4% | +561+1.9% | Added | – |
| MRSHMarsh & McLennan Companies, Inc. | Stock | 14,527 | $2.04M | 0.4% | +725+5.3% | Added | History |
| AEPAmerican Electric Power Co Inc | Stock | 24,368 | $2.06M | 0.4% | +331+1.4% | Added | History |
| COPConocoPhillips | Stock | 33,856 | $2.06M | 0.4% | +1,162+3.6% | Added | History |
| Vanguard S&P 500 ETF922908363 | ETF | 5,260 | $2.07M | 0.4% | −198−3.6% | Reduced | – |
| iShares Core S&P Small Cap ETF464287804 | ETF | 18,841 | $2.13M | 0.4% | +1,622+9.4% | Added | – |
| CBChubb Ltd | Stock | 13,406 | $2.13M | 0.4% | −81−0.6% | Reduced | History |
| QCOMQualcomm Inc | Stock | 15,225 | $2.18M | 0.4% | +2,389+18.6% | Added | History |
| ABBVAbbVie Inc. | Stock | 20,663 | $2.33M | 0.4% | +863+4.4% | Added | History |
| RYRoyal Bank of Canada | Stock | 23,693 | $2.40M | 0.4% | +80+0.3% | Added | History |
| CORCencora, Inc. | Stock | 20,989 | $2.40M | 0.4% | −325−1.5% | Reduced | History |
| ULUnilever PLC | SPON ADR NEW | 45,956 | $2.69M | 0.5% | +314+0.7% | Added | History |
| ALLEAllegion plc | ORD SHS | 19,645 | $2.74M | 0.5% | +322+1.7% | Added | History |
| CVSCVS Health Corp | Stock | 33,905 | $2.83M | 0.5% | +1,240+3.8% | Added | History |
| NKENIKE, Inc. | Stock | 18,546 | $2.87M | 0.5% | +1,231+7.1% | Added | History |
| ZBHZimmer Biomet Holdings, Inc. | Stock | 17,889 | $2.88M | 0.5% | +351+2.0% | Added | History |
| VZVerizon Communications Inc | Stock | 53,710 | $3.01M | 0.5% | −4,964−8.5% | Reduced | History |
| JNJJohnson & Johnson | Stock | 18,351 | $3.02M | 0.5% | +345+1.9% | Added | History |
| LINLinde PLC | SHS | 10,669 | $3.08M | 0.5% | −122−1.1% | Reduced | History |
| PHMPultegroup Inc | COM | 57,086 | $3.12M | 0.5% | −1,261−2.2% | Reduced | History |
| STZConstellation Brands, Inc. | Stock | 13,351 | $3.12M | 0.5% | +577+4.5% | Added | History |
| Schwab U.S. Mid-Cap ETF808524508 | ETF | 40,041 | $3.13M | 0.5% | −116−0.3% | Reduced | – |
| CVXChevron Corp | Stock | 30,500 | $3.19M | 0.6% | −722−2.3% | Reduced | History |
| HONHoneywell International Inc | COM | 14,712 | $3.23M | 0.6% | +223+1.5% | Added | History |
| FITBFifth Third Bancorp | COM | 86,740 | $3.32M | 0.6% | −338−0.4% | Reduced | History |
| HDHome Depot, Inc. | Stock | 10,433 | $3.33M | 0.6% | +39+0.4% | Added | History |
| ORCLOracle Corp | Stock | 43,828 | $3.41M | 0.6% | −775−1.7% | Reduced | History |
| DHIHorton D R Inc | COM | 37,848 | $3.42M | 0.6% | +1,618+4.5% | Added | History |
| Invesco QQQ Trust Series I46090E103 | ETF | 9,783 | $3.47M | 0.6% | +13+0.1% | Added | – |
| HUNHuntsman CORP | COM | 132,438 | $3.51M | 0.6% | −2,628−1.9% | Reduced | History |
| USBUS Bancorp DE | COM NEW | 62,338 | $3.55M | 0.6% | +562+0.9% | Added | History |
| METAMeta Platforms, Inc. | Stock | 10,325 | $3.59M | 0.6% | −205−1.9% | Reduced | History |
| COFCapital One Financial Corp | Stock | 23,565 | $3.65M | 0.6% | +160+0.7% | Added | History |
| TFCTruist Financial Corp | COM | 66,870 | $3.71M | 0.6% | −2,625−3.8% | Reduced | History |
| PLDPrologis, Inc. | REIT | 32,713 | $3.91M | 0.7% | +106+0.3% | Added | History |
| ARWArrow Electronics, Inc. | COM | 35,188 | $4.00M | 0.7% | −1,143−3.1% | Reduced | History |
| TMOThermo Fisher Scientific Inc. | Stock | 7,991 | $4.03M | 0.7% | +216+2.8% | Added | History |
| DHRDanaher Corp | Stock | 15,142 | $4.06M | 0.7% | −112−0.7% | Reduced | History |
| CSLCarlisle Companies Inc | COM | 21,437 | $4.10M | 0.7% | +311+1.5% | Added | History |
| Vanguard Scottsdale FDS92206C409 | SHRT TRM CORP BD | 49,631 | $4.11M | 0.7% | +597+1.2% | Added | – |
| iShares S&P Mid-Cap 400 Value ETF464287705 | ETF | 39,504 | $4.16M | 0.7% | −454−1.1% | Reduced | – |
| ETNEaton Corp plc | Stock | 29,628 | $4.39M | 0.8% | +347+1.2% | Added | History |
| GOOGAlphabet Inc. | Stock | 1,774 | $4.45M | 0.8% | −12−0.7% | Reduced | History |
| AMGNAmgen Inc | Stock | 19,001 | $4.63M | 0.8% | +487+2.6% | Added | History |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 17,329 | $4.66M | 0.8% | −36−0.2% | Reduced | – |
| PNCPNC Financial Services Group, Inc. | Stock | 25,082 | $4.79M | 0.8% | −137−0.5% | Reduced | History |
| iShares MSCI Eafe ETF464287465 | ETF | 60,746 | $4.79M | 0.8% | +1,106+1.9% | Added | – |
| LOWLowes Companies Inc | Stock | 26,136 | $5.07M | 0.9% | +579+2.3% | Added | History |
| TTTrane Technologies plc | SHS | 27,799 | $5.12M | 0.9% | +150+0.5% | Added | History |
| TELTE Connectivity plc | REG SHS | 38,204 | $5.17M | 0.9% | −73−0.2% | Reduced | History |
| PEPPepsiCo Inc | Stock | 37,331 | $5.53M | 1.0% | +519+1.4% | Added | History |
| BACBank of America Corp | Stock | 137,818 | $5.68M | 1.0% | +389+0.3% | Added | History |
| APDAir Products & Chemicals, Inc. | Stock | 21,435 | $6.17M | 1.1% | −95−0.4% | Reduced | History |
| Vanguard Index FDS922908652 | EXTEND MKT ETF | 34,577 | $6.52M | 1.1% | +134+0.4% | Added | – |
| MAMastercard Inc | Stock | 19,284 | $7.04M | 1.2% | −28−0.1% | Reduced | History |
| ELVElevance Health, Inc. | Stock | 19,154 | $7.31M | 1.3% | +252+1.3% | Added | History |
| ACNAccenture plc | Stock | 27,614 | $8.14M | 1.4% | +678+2.5% | Added | History |
| JPMJPMorgan Chase & Co | Stock | 53,207 | $8.28M | 1.4% | +170.0% | Added | History |
| DISWalt Disney Co | Stock | 47,332 | $8.32M | 1.5% | +1,097+2.4% | Added | History |
| SYKStryker Corp | Stock | 32,829 | $8.53M | 1.5% | +330+1.0% | Added | History |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 157,413 | $8.55M | 1.5% | +1,510+1.0% | Added | – |
| GOOGLAlphabet Inc. | Stock | 4,227 | $10.3M | 1.8% | −17−0.4% | Reduced | History |
| VVisa Inc. | Stock | 45,579 | $10.7M | 1.9% | +447+1.0% | Added | History |
Sold out since Q1 2021 (5)
Positions held at the end of Q1 2021 that are gone from this filing.
| Security | Class | Shares in Q1 2021 | Value in Q1 2021 | % of portfolio in Q1 2021 | History |
|---|---|---|---|---|---|
| Varian Med Sys Inc92220P105 | COM | 4,856 | $857.0K | 0.2% | – |
| NOCNorthrop Grumman Corp | Stock | 1,213 | $393.0K | 0.1% | History |
| PMPhilip Morris International Inc. | Stock | 3,561 | $316.0K | 0.1% | History |
| PEGPublic Service Enterprise Group Inc | COM | 3,324 | $200.0K | <0.1% | History |
| HPEHewlett Packard Enterprise Co | COM | 10,504 | $165.0K | <0.1% | History |