River Wealth Advisors LLC
- SEC CIK
- 0001642570
- Latest filing
- Aug 4, 2026
Holdings in Q4 2021
Holdings as of Dec 31, 2021, filed Feb 11, 2022. Long positions only; changes compare share counts with Q3 2021.
- Positions
- 222
- +6 vs. Q3 2021
- Portfolio value
- $644.5M
- +$60.8M (+10.4%) vs. Q3 2021
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| AAPLApple Inc. | Stock | 194,274 | $34.5M | 5.4% | +6,931+3.7% | Added | History |
| Vanguard Ftse All-World Ex-US Index Fund922042775 | ETF | 376,053 | $23.0M | 3.6% | −8,284−2.2% | Reduced | – |
| MSFTMicrosoft Corp | Stock | 66,162 | $22.3M | 3.5% | +1,497+2.3% | Added | History |
| iShares Russell 2000 ETF464287655 | ETF | 99,860 | $22.2M | 3.4% | +11,490+13.0% | Added | – |
| iShares Core S&P 500 ETF464287200 | ETF | 44,708 | $21.3M | 3.3% | +1,645+3.8% | Added | – |
| iShares Russell Midcap ETF464287499 | ETF | 210,637 | $17.5M | 2.7% | +8,625+4.3% | Added | – |
| Vanguard Morningstar Small-Cap Growth ETF922908595 | ETF | 60,862 | $17.1M | 2.7% | +759+1.3% | Added | – |
| Vanguard Total Bond Market ETF921937835 | ETF | 192,143 | $16.3M | 2.5% | +17,322+9.9% | Added | – |
| State Street SPDR Bloomberg Convertible Securities ETF78464A359 | ETF | 187,970 | $15.6M | 2.4% | +3,956+2.1% | Added | – |
| GOOGLAlphabet Inc. | Stock | 4,429 | $12.8M | 2.0% | +137+3.2% | Added | History |
| iShares Tr46434V100 | 0-5YR INVT GR CP | 246,117 | $12.6M | 1.9% | +6,524+2.7% | Added | – |
| ACNAccenture plc | Stock | 29,470 | $12.2M | 1.9% | +928+3.3% | Added | History |
| AMZNAmazon Com Inc | Stock | 3,624 | $12.1M | 1.9% | +136+3.9% | Added | History |
| VVisa Inc. | Stock | 48,213 | $10.4M | 1.6% | +1,047+2.2% | Added | History |
| ELVElevance Health, Inc. | Stock | 19,556 | $9.06M | 1.4% | +33+0.2% | Added | History |
| SYKStryker Corp | Stock | 33,753 | $9.03M | 1.4% | +425+1.3% | Added | History |
| JPMJPMorgan Chase & Co | Stock | 54,998 | $8.71M | 1.4% | +715+1.3% | Added | History |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 163,406 | $8.08M | 1.3% | +5,525+3.5% | Added | – |
| DISWalt Disney Co | Stock | 51,420 | $7.96M | 1.2% | +2,135+4.3% | Added | History |
| iShares Core MSCI Emerging Markets ETF46434G103 | ETF | 128,058 | $7.67M | 1.2% | +98,048+326.7% | Added | – |
| LOWLowes Companies Inc | Stock | 27,583 | $7.13M | 1.1% | +303+1.1% | Added | History |
| PEPPepsiCo Inc | Stock | 40,465 | $7.03M | 1.1% | +1,043+2.6% | Added | History |
| APDAir Products & Chemicals, Inc. | Stock | 22,743 | $6.92M | 1.1% | +632+2.9% | Added | History |
| MAMastercard Inc | Stock | 19,099 | $6.86M | 1.1% | −20.0% | Reduced | History |
| iShares Tr464287234 | MSCI EMG MKT ETF | 130,501 | $6.38M | 1.0% | −166,475−56.1% | Reduced | – |
| BACBank of America Corp | Stock | 142,891 | $6.36M | 1.0% | +1,382+1.0% | Added | History |
| TELTE Connectivity plc | REG SHS | 38,762 | $6.25M | 1.0% | +59+0.2% | Added | History |
| Vanguard Index FDS922908652 | EXTEND MKT ETF | 33,786 | $6.18M | 1.0% | −565−1.6% | Reduced | – |
| TMOThermo Fisher Scientific Inc. | Stock | 8,521 | $5.69M | 0.9% | +59+0.7% | Added | History |
| PLDPrologis, Inc. | REIT | 33,587 | $5.66M | 0.9% | +133+0.4% | Added | History |
| TTTrane Technologies plc | SHS | 27,564 | $5.57M | 0.9% | −193−0.7% | Reduced | History |
| CSLCarlisle Companies Inc | COM | 22,042 | $5.47M | 0.8% | −89−0.4% | Reduced | History |
| ETNEaton Corp plc | Stock | 31,591 | $5.46M | 0.8% | +743+2.4% | Added | History |
| PNCPNC Financial Services Group, Inc. | Stock | 25,193 | $5.05M | 0.8% | +29+0.1% | Added | History |
| GOOGAlphabet Inc. | Stock | 1,739 | $5.03M | 0.8% | −11−0.6% | Reduced | History |
| DHIHorton D R Inc | COM | 44,561 | $4.83M | 0.7% | +2,578+6.1% | Added | History |
| DHRDanaher Corp | Stock | 14,588 | $4.80M | 0.7% | −226−1.5% | Reduced | History |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 16,948 | $4.80M | 0.7% | −89−0.5% | Reduced | – |
| iShares MSCI Eafe ETF464287465 | ETF | 60,414 | $4.75M | 0.7% | −845−1.4% | Reduced | – |
| ARWArrow Electronics, Inc. | COM | 34,057 | $4.57M | 0.7% | −741−2.1% | Reduced | History |
| HUNHuntsman CORP | COM | 130,219 | $4.54M | 0.7% | +1,263+1.0% | Added | History |
| Vanguard Scottsdale FDS92206C409 | SHRT TRM CORP BD | 54,849 | $4.46M | 0.7% | +3,450+6.7% | Added | – |
| HDHome Depot, Inc. | Stock | 10,664 | $4.43M | 0.7% | +197+1.9% | Added | History |
| AMGNAmgen Inc | Stock | 19,657 | $4.42M | 0.7% | +50.0% | Added | History |
| iShares S&P Mid-Cap 400 Value ETF464287705 | ETF | 38,821 | $4.30M | 0.7% | −608−1.5% | Reduced | – |
| FITBFifth Third Bancorp | COM | 93,354 | $4.07M | 0.6% | +2,263+2.5% | Added | History |
| Invesco QQQ Trust Series I46090E103 | ETF | 10,075 | $4.01M | 0.6% | +176+1.8% | Added | – |
| CVSCVS Health Corp | Stock | 37,986 | $3.92M | 0.6% | +1,126+3.1% | Added | History |
| TFCTruist Financial Corp | COM | 66,066 | $3.87M | 0.6% | −44−0.1% | Reduced | History |
| STZConstellation Brands, Inc. | Stock | 15,182 | $3.81M | 0.6% | +928+6.5% | Added | History |
| CVXChevron Corp | Stock | 31,999 | $3.75M | 0.6% | +1,196+3.9% | Added | History |
| ORCLOracle Corp | Stock | 42,710 | $3.73M | 0.6% | −719−1.7% | Reduced | History |
| USBUS Bancorp DE | COM NEW | 66,113 | $3.71M | 0.6% | +2,275+3.6% | Added | History |
| QCOMQualcomm Inc | Stock | 19,808 | $3.62M | 0.6% | +1,598+8.8% | Added | History |
| LINLinde PLC | SHS | 10,452 | $3.62M | 0.6% | −166−1.6% | Reduced | History |
| COFCapital One Financial Corp | Stock | 24,818 | $3.60M | 0.6% | +1,028+4.3% | Added | History |
| Vanguard S&P 500 ETF922908363 | ETF | 7,957 | $3.47M | 0.5% | +2,104+35.9% | Added | – |
| METAMeta Platforms, Inc. | Stock | 10,269 | $3.45M | 0.5% | −10−0.1% | Reduced | History |
| NKENIKE, Inc. | Stock | 20,446 | $3.41M | 0.5% | +358+1.8% | Added | History |
| PHMPultegroup Inc | COM | 56,262 | $3.22M | 0.5% | −549−1.0% | Reduced | History |
| JNJJohnson & Johnson | Stock | 18,208 | $3.12M | 0.5% | −388−2.1% | Reduced | History |
| HONHoneywell International Inc | COM | 14,823 | $3.09M | 0.5% | +367+2.5% | Added | History |
| Schwab U.S. Mid-Cap ETF808524508 | ETF | 38,402 | $3.09M | 0.5% | −939−2.4% | Reduced | – |
| ABBVAbbVie Inc. | Stock | 21,723 | $2.94M | 0.5% | +816+3.9% | Added | History |
| ALLEAllegion plc | ORD SHS | 21,768 | $2.88M | 0.4% | +918+4.4% | Added | History |
| MRSHMarsh & McLennan Companies, Inc. | Stock | 16,319 | $2.84M | 0.4% | +809+5.2% | Added | History |
| CORCencora, Inc. | Stock | 20,808 | $2.77M | 0.4% | −82−0.4% | Reduced | History |
| RYRoyal Bank of Canada | Stock | 24,402 | $2.59M | 0.4% | +664+2.8% | Added | History |
| COPConocoPhillips | Stock | 35,872 | $2.59M | 0.4% | +1,242+3.6% | Added | History |
| NVDANVIDIA Corp | Stock | 8,774 | $2.58M | 0.4% | +140+1.6% | Added | History |
| CBChubb Ltd | Stock | 13,195 | $2.55M | 0.4% | −143−1.1% | Reduced | History |
| VZVerizon Communications Inc | Stock | 48,605 | $2.52M | 0.4% | −3,354−6.5% | Reduced | History |
| ZBHZimmer Biomet Holdings, Inc. | Stock | 18,989 | $2.41M | 0.4% | +221+1.2% | Added | History |
| UNHUnitedHealth Group Inc | Stock | 4,723 | $2.37M | 0.4% | +164+3.6% | Added | History |
| ULUnilever PLC | SPON ADR NEW | 43,686 | $2.35M | 0.4% | −2,666−5.8% | Reduced | History |
| iShares Core S&P Small Cap ETF464287804 | ETF | 19,933 | $2.28M | 0.4% | +519+2.7% | Added | – |
| AEPAmerican Electric Power Co Inc | Stock | 25,321 | $2.25M | 0.3% | −527−2.0% | Reduced | History |
| KRNYKearny Financial Corp. | COM | 166,946 | $2.21M | 0.3% | 00.0% | Unchanged | History |
| PPLPPL Corp | COM | 72,485 | $2.18M | 0.3% | +6,670+10.1% | Added | History |
| Global X FDS37954Y715 | RBTCS ARTFL INTE | 55,778 | $2.00M | 0.3% | +4,068+7.9% | Added | – |
| CMCSAComcast Corp | Stock | 39,726 | $2.00M | 0.3% | +7,255+22.3% | Added | History |
| RTXRTX Corp | Stock | 23,194 | $2.00M | 0.3% | +409+1.8% | Added | History |
| SPGIS&P Global Inc. | Stock | 4,188 | $1.98M | 0.3% | −95−2.2% | Reduced | History |
| PHParker-Hannifin Corp | Stock | 5,844 | $1.86M | 0.3% | −181−3.0% | Reduced | History |
| iShares Tr464288273 | EAFE SML CP ETF | 24,732 | $1.81M | 0.3% | −2,228−8.3% | Reduced | – |
| PSXPhillips 66 | Stock | 23,677 | $1.72M | 0.3% | +1,185+5.3% | Added | History |
| iShares Select Dividend ETF464287168 | ETF | 13,960 | $1.71M | 0.3% | −44−0.3% | Reduced | – |
| TMToyota Motor Corp | ADS | 8,943 | $1.66M | 0.3% | +288+3.3% | Added | History |
| TROWPrice T Rowe Group Inc | Stock | 8,424 | $1.66M | 0.3% | −279−3.2% | Reduced | History |
| iShares Tr464287622 | RUS 1000 ETF | 6,140 | $1.62M | 0.3% | 00.0% | Unchanged | – |
| DDominion Energy, Inc | Stock | 20,452 | $1.61M | 0.2% | −250−1.2% | Reduced | History |
| SPYSPDR S&P 500 ETF Trust | ETF | 3,282 | $1.56M | 0.2% | −390−10.6% | Reduced | History |
| CLColgate Palmolive Co | Stock | 18,205 | $1.55M | 0.2% | −10.0% | Reduced | History |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 29,815 | $1.52M | 0.2% | −789−2.6% | Reduced | – |
| NEENextera Energy Inc | Stock | 16,272 | $1.52M | 0.2% | +488+3.1% | Added | History |
| DLRDigital Realty Trust, Inc. | COM | 8,542 | $1.51M | 0.2% | +265+3.2% | Added | History |
| CSCOCisco Systems, Inc. | Stock | 22,725 | $1.44M | 0.2% | +975+4.5% | Added | History |
| AMTAmerican Tower Corp | REIT | 4,899 | $1.43M | 0.2% | +18+0.4% | Added | History |
| BRK.BBerkshire Hathaway Inc | Stock | 4,701 | $1.41M | 0.2% | +230+5.1% | Added | History |
| PGProcter & Gamble Co | Stock | 8,304 | $1.36M | 0.2% | +199+2.5% | Added | History |
Sold out since Q3 2021 (5)
Positions held at the end of Q3 2021 that are gone from this filing.
| Security | Class | Shares in Q3 2021 | Value in Q3 2021 | % of portfolio in Q3 2021 | History |
|---|---|---|---|---|---|
| PYPLPayPal Holdings, Inc. | Stock | 1,119 | $291.0K | <0.1% | History |
| MDTMedtronic plc | Stock | 2,058 | $258.0K | <0.1% | History |
| iShares Iboxx $ Investment Grade Corporate Bond ETF464287242 | ETF | 1,587 | $211.0K | <0.1% | – |
| PMPhilip Morris International Inc. | Stock | 2,223 | $211.0K | <0.1% | History |
| Schwab US Tips ETF808524870 | ETF | 3,291 | $206.0K | <0.1% | – |