River Wealth Advisors LLC
- SEC CIK
- 0001642570
- Latest filing
- Aug 4, 2026
Holdings in Q3 2021
Holdings as of Sep 30, 2021, filed Nov 12, 2021. Long positions only; changes compare share counts with Q2 2021.
- Positions
- 216
- +3 vs. Q2 2021
- Portfolio value
- $583.8M
- +$12.7M (+2.2%) vs. Q2 2021
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| MASMasco Corp | COM | 15,986 | $888.0K | 0.2% | −270−1.7% | Reduced | History |
| CATCaterpillar Inc | Stock | 4,699 | $902.0K | 0.2% | −34−0.7% | Reduced | History |
| Vanguard Information Technology ETF92204A702 | ETF | 2,355 | $945.0K | 0.2% | −4−0.2% | Reduced | – |
| WMWaste Management Inc | Stock | 6,345 | $948.0K | 0.2% | +1,004+18.8% | Added | History |
| TJXTJX Companies Inc | Stock | 14,490 | $956.0K | 0.2% | −20−0.1% | Reduced | History |
| AVYAvery Dennison Corp | COM | 4,621 | $958.0K | 0.2% | 00.0% | Unchanged | History |
| DEDeere & Co | Stock | 2,944 | $986.0K | 0.2% | −84−2.8% | Reduced | History |
| MCDMcDonalds Corp | Stock | 4,348 | $1.05M | 0.2% | +23+0.5% | Added | History |
| ITWIllinois Tool Works Inc | Stock | 5,137 | $1.06M | 0.2% | +40+0.8% | Added | History |
| CCitigroup Inc | Stock | 15,114 | $1.06M | 0.2% | +357+2.4% | Added | History |
| State Street Real Estate Select Sector SPDR ETF81369Y860 | ETF | 24,158 | $1.07M | 0.2% | +1,589+7.0% | Added | – |
| NSCNorfolk Southern Corp | Stock | 4,569 | $1.09M | 0.2% | −115−2.5% | Reduced | History |
| ADPAutomatic Data Processing Inc | Stock | 5,471 | $1.09M | 0.2% | +94+1.7% | Added | History |
| PGProcter & Gamble Co | Stock | 8,105 | $1.13M | 0.2% | −103−1.3% | Reduced | History |
| CSCOCisco Systems, Inc. | Stock | 21,750 | $1.18M | 0.2% | +670+3.2% | Added | History |
| TGTTarget Corp | Stock | 5,185 | $1.19M | 0.2% | −3−0.1% | Reduced | History |
| DLRDigital Realty Trust, Inc. | COM | 8,277 | $1.20M | 0.2% | +606+7.9% | Added | History |
| BRK.BBerkshire Hathaway Inc | Stock | 4,471 | $1.22M | 0.2% | +852+23.5% | Added | History |
| NEENextera Energy Inc | Stock | 15,784 | $1.24M | 0.2% | +1,351+9.4% | Added | History |
| iShares S&P Mid-Cap 400 Growth ETF464287606 | ETF | 16,116 | $1.28M | 0.2% | −555−3.3% | Reduced | – |
| AMTAmerican Tower Corp | REIT | 4,881 | $1.29M | 0.2% | +394+8.8% | Added | History |
| INTCIntel Corp | Stock | 24,720 | $1.32M | 0.2% | −1,351−5.2% | Reduced | History |
| CLColgate Palmolive Co | Stock | 18,206 | $1.38M | 0.2% | +72+0.4% | Added | History |
| iShares Tr464287622 | RUS 1000 ETF | 6,140 | $1.48M | 0.3% | 00.0% | Unchanged | – |
| DDominion Energy, Inc | Stock | 20,702 | $1.51M | 0.3% | −148−0.7% | Reduced | History |
| TMToyota Motor Corp | ADS | 8,655 | $1.54M | 0.3% | +90+1.1% | Added | History |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 30,604 | $1.54M | 0.3% | +2,903+10.5% | Added | – |
| PSXPhillips 66 | Stock | 22,492 | $1.57M | 0.3% | +230+1.0% | Added | History |
| SPYSPDR S&P 500 ETF Trust | ETF | 3,672 | $1.58M | 0.3% | −49−1.3% | Reduced | History |
| iShares Select Dividend ETF464287168 | ETF | 14,004 | $1.61M | 0.3% | +45+0.3% | Added | – |
| PHParker-Hannifin Corp | Stock | 6,025 | $1.69M | 0.3% | −29−0.5% | Reduced | History |
| TROWPrice T Rowe Group Inc | Stock | 8,703 | $1.71M | 0.3% | −89−1.0% | Reduced | History |
| UNHUnitedHealth Group Inc | Stock | 4,559 | $1.78M | 0.3% | −8−0.2% | Reduced | History |
| NVDANVIDIA Corp | Stock | 8,634 | $1.79M | 0.3% | −74−0.8% | ReducedConverted for a 4-for-1 split | History |
| CMCSAComcast Corp | Stock | 32,471 | $1.82M | 0.3% | +10,843+50.1% | Added | History |
| SPGIS&P Global Inc. | Stock | 4,283 | $1.82M | 0.3% | −252−5.6% | Reduced | History |
| PPLPPL Corp | COM | 65,815 | $1.83M | 0.3% | +2,501+4.0% | Added | History |
| iShares Core MSCI Emerging Markets ETF46434G103 | ETF | 30,010 | $1.85M | 0.3% | +100.0% | Added | – |
| Global X FDS37954Y715 | RBTCS ARTFL INTE | 51,710 | $1.89M | 0.3% | +6,323+13.9% | Added | – |
| RTXRTX Corp | Stock | 22,785 | $1.96M | 0.3% | +33+0.1% | Added | History |
| iShares Tr464288273 | EAFE SML CP ETF | 26,960 | $2.01M | 0.3% | +165+0.6% | Added | – |
| KRNYKearny Financial Corp. | COM | 166,946 | $2.08M | 0.4% | 00.0% | Unchanged | History |
| AEPAmerican Electric Power Co Inc | Stock | 25,848 | $2.10M | 0.4% | +1,480+6.1% | Added | History |
| iShares Core S&P Small Cap ETF464287804 | ETF | 19,414 | $2.12M | 0.4% | +573+3.0% | Added | – |
| ABBVAbbVie Inc. | Stock | 20,907 | $2.25M | 0.4% | +244+1.2% | Added | History |
| Vanguard S&P 500 ETF922908363 | ETF | 5,853 | $2.31M | 0.4% | +593+11.3% | Added | – |
| CBChubb Ltd | Stock | 13,338 | $2.31M | 0.4% | −68−0.5% | Reduced | History |
| COPConocoPhillips | Stock | 34,630 | $2.35M | 0.4% | +774+2.3% | Added | History |
| QCOMQualcomm Inc | Stock | 18,210 | $2.35M | 0.4% | +2,985+19.6% | Added | History |
| MRSHMarsh & McLennan Companies, Inc. | Stock | 15,510 | $2.35M | 0.4% | +983+6.8% | Added | History |
| RYRoyal Bank of Canada | Stock | 23,738 | $2.36M | 0.4% | +45+0.2% | Added | History |
| CORCencora, Inc. | Stock | 20,890 | $2.50M | 0.4% | −99−0.5% | Reduced | History |
| ULUnilever PLC | SPON ADR NEW | 46,352 | $2.51M | 0.4% | +396+0.9% | Added | History |
| PHMPultegroup Inc | COM | 56,811 | $2.61M | 0.4% | −275−0.5% | Reduced | History |
| ZBHZimmer Biomet Holdings, Inc. | Stock | 18,768 | $2.75M | 0.5% | +879+4.9% | Added | History |
| ALLEAllegion plc | ORD SHS | 20,850 | $2.76M | 0.5% | +1,205+6.1% | Added | History |
| VZVerizon Communications Inc | Stock | 51,959 | $2.81M | 0.5% | −1,751−3.3% | Reduced | History |
| NKENIKE, Inc. | Stock | 20,088 | $2.92M | 0.5% | +1,542+8.3% | Added | History |
| JNJJohnson & Johnson | Stock | 18,596 | $3.00M | 0.5% | +245+1.3% | Added | History |
| STZConstellation Brands, Inc. | Stock | 14,254 | $3.00M | 0.5% | +903+6.8% | Added | History |
| Schwab U.S. Mid-Cap ETF808524508 | ETF | 39,341 | $3.02M | 0.5% | −700−1.7% | Reduced | – |
| HONHoneywell International Inc | COM | 14,456 | $3.07M | 0.5% | −256−1.7% | Reduced | History |
| LINLinde PLC | SHS | 10,618 | $3.12M | 0.5% | −51−0.5% | Reduced | History |
| CVXChevron Corp | Stock | 30,803 | $3.13M | 0.5% | +303+1.0% | Added | History |
| CVSCVS Health Corp | Stock | 36,860 | $3.13M | 0.5% | +2,955+8.7% | Added | History |
| HDHome Depot, Inc. | Stock | 10,467 | $3.44M | 0.6% | +34+0.3% | Added | History |
| METAMeta Platforms, Inc. | Stock | 10,279 | $3.49M | 0.6% | −46−0.4% | Reduced | History |
| DHIHorton D R Inc | COM | 41,983 | $3.52M | 0.6% | +4,135+10.9% | Added | History |
| Invesco QQQ Trust Series I46090E103 | ETF | 9,899 | $3.54M | 0.6% | +116+1.2% | Added | – |
| ORCLOracle Corp | Stock | 43,429 | $3.78M | 0.6% | −399−0.9% | Reduced | History |
| USBUS Bancorp DE | COM NEW | 63,838 | $3.79M | 0.7% | +1,500+2.4% | Added | History |
| HUNHuntsman CORP | COM | 128,956 | $3.82M | 0.7% | −3,482−2.6% | Reduced | History |
| COFCapital One Financial Corp | Stock | 23,790 | $3.85M | 0.7% | +225+1.0% | Added | History |
| FITBFifth Third Bancorp | COM | 91,091 | $3.87M | 0.7% | +4,351+5.0% | Added | History |
| TFCTruist Financial Corp | COM | 66,110 | $3.88M | 0.7% | −760−1.1% | Reduced | History |
| ARWArrow Electronics, Inc. | COM | 34,798 | $3.91M | 0.7% | −390−1.1% | Reduced | History |
| iShares S&P Mid-Cap 400 Value ETF464287705 | ETF | 39,429 | $4.06M | 0.7% | −75−0.2% | Reduced | – |
| AMGNAmgen Inc | Stock | 19,652 | $4.18M | 0.7% | +651+3.4% | Added | History |
| PLDPrologis, Inc. | REIT | 33,454 | $4.20M | 0.7% | +741+2.3% | Added | History |
| Vanguard Scottsdale FDS92206C409 | SHRT TRM CORP BD | 51,399 | $4.24M | 0.7% | +1,768+3.6% | Added | – |
| CSLCarlisle Companies Inc | COM | 22,131 | $4.40M | 0.8% | +694+3.2% | Added | History |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 17,037 | $4.48M | 0.8% | −292−1.7% | Reduced | – |
| DHRDanaher Corp | Stock | 14,814 | $4.51M | 0.8% | −328−2.2% | Reduced | History |
| ETNEaton Corp plc | Stock | 30,848 | $4.61M | 0.8% | +1,220+4.1% | Added | History |
| GOOGAlphabet Inc. | Stock | 1,750 | $4.66M | 0.8% | −24−1.4% | Reduced | History |
| iShares MSCI Eafe ETF464287465 | ETF | 61,259 | $4.78M | 0.8% | +513+0.8% | Added | – |
| TTTrane Technologies plc | SHS | 27,757 | $4.79M | 0.8% | −42−0.2% | Reduced | History |
| TMOThermo Fisher Scientific Inc. | Stock | 8,462 | $4.83M | 0.8% | +471+5.9% | Added | History |
| PNCPNC Financial Services Group, Inc. | Stock | 25,164 | $4.92M | 0.8% | +82+0.3% | Added | History |
| TELTE Connectivity plc | REG SHS | 38,703 | $5.31M | 0.9% | +499+1.3% | Added | History |
| LOWLowes Companies Inc | Stock | 27,280 | $5.53M | 0.9% | +1,144+4.4% | Added | History |
| APDAir Products & Chemicals, Inc. | Stock | 22,111 | $5.66M | 1.0% | +676+3.2% | Added | History |
| PEPPepsiCo Inc | Stock | 39,422 | $5.93M | 1.0% | +2,091+5.6% | Added | History |
| BACBank of America Corp | Stock | 141,509 | $6.01M | 1.0% | +3,691+2.7% | Added | History |
| Vanguard Index FDS922908652 | EXTEND MKT ETF | 34,351 | $6.26M | 1.1% | −226−0.7% | Reduced | – |
| MAMastercard Inc | Stock | 19,101 | $6.64M | 1.1% | −183−0.9% | Reduced | History |
| ELVElevance Health, Inc. | Stock | 19,523 | $7.28M | 1.2% | +369+1.9% | Added | History |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 157,881 | $7.90M | 1.4% | +468+0.3% | Added | – |
| DISWalt Disney Co | Stock | 49,285 | $8.34M | 1.4% | +1,953+4.1% | Added | History |
| SYKStryker Corp | Stock | 33,328 | $8.79M | 1.5% | +499+1.5% | Added | History |
Sold out since Q2 2021 (4)
Positions held at the end of Q2 2021 that are gone from this filing.
| Security | Class | Shares in Q2 2021 | Value in Q2 2021 | % of portfolio in Q2 2021 | History |
|---|---|---|---|---|---|
| WBAWalgreens Boots Alliance, Inc. | COM | 4,445 | $234.0K | <0.1% | History |
| RPMRPM International Inc | COM | 2,405 | $213.0K | <0.1% | History |
| GPCGenuine Parts Co | Stock | 1,644 | $208.0K | <0.1% | History |
| HPQHP Inc | Stock | 6,680 | $202.0K | <0.1% | History |