River Wealth Advisors LLC
- SEC CIK
- 0001642570
- Latest filing
- Aug 4, 2026
Holdings in Q1 2022
Holdings as of Mar 31, 2022, filed May 9, 2022. Long positions only; changes compare share counts with Q4 2021.
- Positions
- 221
- −1 vs. Q4 2021
- Portfolio value
- $626.3M
- −$18.3M (−2.8%) vs. Q4 2021
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| AAPLApple Inc. | Stock | 195,631 | $34.2M | 5.5% | +1,357+0.7% | Added | History |
| iShares Russell 2000 ETF464287655 | ETF | 114,720 | $23.5M | 3.8% | +14,860+14.9% | Added | – |
| Vanguard Ftse All-World Ex-US Index Fund922042775 | ETF | 388,632 | $22.4M | 3.6% | +12,579+3.3% | Added | – |
| iShares Core S&P 500 ETF464287200 | ETF | 46,834 | $21.2M | 3.4% | +2,126+4.8% | Added | – |
| MSFTMicrosoft Corp | Stock | 68,358 | $21.1M | 3.4% | +2,196+3.3% | Added | History |
| iShares Russell Midcap ETF464287499 | ETF | 228,656 | $17.8M | 2.8% | +18,019+8.6% | Added | – |
| Vanguard Total Bond Market ETF921937835 | ETF | 196,436 | $15.6M | 2.5% | +4,293+2.2% | Added | – |
| Vanguard Morningstar Small-Cap Growth ETF922908595 | ETF | 62,862 | $15.6M | 2.5% | +2,000+3.3% | Added | – |
| State Street SPDR Bloomberg Convertible Securities ETF78464A359 | ETF | 193,413 | $14.9M | 2.4% | +5,443+2.9% | Added | – |
| GOOGLAlphabet Inc. | Stock | 4,615 | $12.8M | 2.0% | +186+4.2% | Added | History |
| iShares Tr46434V100 | 0-5YR INVT GR CP | 259,247 | $12.8M | 2.0% | +13,130+5.3% | Added | – |
| AMZNAmazon Com Inc | Stock | 3,775 | $12.3M | 2.0% | +151+4.2% | Added | History |
| VVisa Inc. | Stock | 50,383 | $11.2M | 1.8% | +2,170+4.5% | Added | History |
| ACNAccenture plc | Stock | 31,410 | $10.6M | 1.7% | +1,940+6.6% | Added | History |
| ELVElevance Health, Inc. | Stock | 19,546 | $9.60M | 1.5% | −10−0.1% | Reduced | History |
| SYKStryker Corp | Stock | 33,707 | $9.01M | 1.4% | −46−0.1% | Reduced | History |
| iShares Core MSCI Emerging Markets ETF46434G103 | ETF | 147,197 | $8.18M | 1.3% | +19,139+14.9% | Added | – |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 166,901 | $7.70M | 1.2% | +3,495+2.1% | Added | – |
| JPMJPMorgan Chase & Co | Stock | 56,223 | $7.66M | 1.2% | +1,225+2.2% | Added | History |
| DISWalt Disney Co | Stock | 53,498 | $7.34M | 1.2% | +2,078+4.0% | Added | History |
| PEPPepsiCo Inc | Stock | 41,440 | $6.94M | 1.1% | +975+2.4% | Added | History |
| MAMastercard Inc | Stock | 18,957 | $6.78M | 1.1% | −142−0.7% | Reduced | History |
| BACBank of America Corp | Stock | 149,041 | $6.14M | 1.0% | +6,150+4.3% | Added | History |
| APDAir Products & Chemicals, Inc. | Stock | 24,462 | $6.11M | 1.0% | +1,719+7.6% | Added | History |
| LOWLowes Companies Inc | Stock | 28,196 | $5.70M | 0.9% | +613+2.2% | Added | History |
| Vanguard Index FDS922908652 | EXTEND MKT ETF | 33,974 | $5.63M | 0.9% | +188+0.6% | Added | – |
| CSLCarlisle Companies Inc | COM | 22,860 | $5.62M | 0.9% | +818+3.7% | Added | History |
| TMOThermo Fisher Scientific Inc. | Stock | 9,333 | $5.51M | 0.9% | +812+9.5% | Added | History |
| PLDPrologis, Inc. | REIT | 33,878 | $5.47M | 0.9% | +291+0.9% | Added | History |
| CVXChevron Corp | Stock | 31,503 | $5.13M | 0.8% | −496−1.6% | Reduced | History |
| iShares Tr464287234 | MSCI EMG MKT ETF | 112,873 | $5.10M | 0.8% | −17,628−13.5% | Reduced | – |
| TELTE Connectivity plc | REG SHS | 38,313 | $5.02M | 0.8% | −449−1.2% | Reduced | History |
| ETNEaton Corp plc | Stock | 32,852 | $4.99M | 0.8% | +1,261+4.0% | Added | History |
| GOOGAlphabet Inc. | Stock | 1,768 | $4.94M | 0.8% | +29+1.7% | Added | History |
| HUNHuntsman CORP | COM | 131,073 | $4.92M | 0.8% | +854+0.7% | Added | History |
| AMGNAmgen Inc | Stock | 20,196 | $4.88M | 0.8% | +539+2.7% | Added | History |
| PNCPNC Financial Services Group, Inc. | Stock | 25,145 | $4.64M | 0.7% | −48−0.2% | Reduced | History |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 16,827 | $4.52M | 0.7% | −121−0.7% | Reduced | – |
| iShares MSCI Eafe ETF464287465 | ETF | 59,868 | $4.41M | 0.7% | −546−0.9% | Reduced | – |
| Vanguard Scottsdale FDS92206C409 | SHRT TRM CORP BD | 55,346 | $4.32M | 0.7% | +497+0.9% | Added | – |
| TTTrane Technologies plc | SHS | 27,711 | $4.23M | 0.7% | +147+0.5% | Added | History |
| DHRDanaher Corp | Stock | 14,361 | $4.21M | 0.7% | −227−1.6% | Reduced | History |
| iShares S&P Mid-Cap 400 Value ETF464287705 | ETF | 38,414 | $4.21M | 0.7% | −407−1.0% | Reduced | – |
| FITBFifth Third Bancorp | COM | 97,061 | $4.18M | 0.7% | +3,707+4.0% | Added | History |
| CVSCVS Health Corp | Stock | 40,408 | $4.09M | 0.7% | +2,422+6.4% | Added | History |
| ARWArrow Electronics, Inc. | COM | 34,005 | $4.03M | 0.6% | −52−0.2% | Reduced | History |
| STZConstellation Brands, Inc. | Stock | 16,869 | $3.88M | 0.6% | +1,687+11.1% | Added | History |
| TFCTruist Financial Corp | COM | 66,494 | $3.77M | 0.6% | +428+0.6% | Added | History |
| QCOMQualcomm Inc | Stock | 24,318 | $3.72M | 0.6% | +4,510+22.8% | Added | History |
| DHIHorton D R Inc | COM | 48,930 | $3.65M | 0.6% | +4,369+9.8% | Added | History |
| ABBVAbbVie Inc. | Stock | 22,283 | $3.61M | 0.6% | +560+2.6% | Added | History |
| USBUS Bancorp DE | COM NEW | 67,964 | $3.61M | 0.6% | +1,851+2.8% | Added | History |
| COPConocoPhillips | Stock | 36,009 | $3.60M | 0.6% | +137+0.4% | Added | History |
| Invesco QQQ Trust Series I46090E103 | ETF | 9,894 | $3.59M | 0.6% | −181−1.8% | Reduced | – |
| ORCLOracle Corp | Stock | 43,016 | $3.56M | 0.6% | +306+0.7% | Added | History |
| LINLinde PLC | SHS | 10,942 | $3.50M | 0.6% | +490+4.7% | Added | History |
| Vanguard S&P 500 ETF922908363 | ETF | 8,251 | $3.43M | 0.5% | +294+3.7% | Added | – |
| COFCapital One Financial Corp | Stock | 25,623 | $3.36M | 0.5% | +805+3.2% | Added | History |
| CORCencora, Inc. | Stock | 21,464 | $3.32M | 0.5% | +656+3.2% | Added | History |
| JNJJohnson & Johnson | Stock | 18,322 | $3.25M | 0.5% | +114+0.6% | Added | History |
| HDHome Depot, Inc. | Stock | 10,785 | $3.23M | 0.5% | +121+1.1% | Added | History |
| MRSHMarsh & McLennan Companies, Inc. | Stock | 18,195 | $3.10M | 0.5% | +1,876+11.5% | Added | History |
| NKENIKE, Inc. | Stock | 22,758 | $3.06M | 0.5% | +2,312+11.3% | Added | History |
| Schwab U.S. Mid-Cap ETF808524508 | ETF | 38,278 | $2.90M | 0.5% | −124−0.3% | Reduced | – |
| UNHUnitedHealth Group Inc | Stock | 5,686 | $2.90M | 0.5% | +963+20.4% | Added | History |
| CBChubb Ltd | Stock | 13,529 | $2.89M | 0.5% | +334+2.5% | Added | History |
| HONHoneywell International Inc | COM | 14,842 | $2.89M | 0.5% | +19+0.1% | Added | History |
| RYRoyal Bank of Canada | Stock | 24,650 | $2.72M | 0.4% | +248+1.0% | Added | History |
| NVDANVIDIA Corp | Stock | 9,829 | $2.68M | 0.4% | +1,055+12.0% | Added | History |
| AEPAmerican Electric Power Co Inc | Stock | 26,448 | $2.64M | 0.4% | +1,127+4.5% | Added | History |
| VZVerizon Communications Inc | Stock | 48,376 | $2.46M | 0.4% | −229−0.5% | Reduced | History |
| ALLEAllegion plc | ORD SHS | 22,127 | $2.43M | 0.4% | +359+1.6% | Added | History |
| RTXRTX Corp | Stock | 23,768 | $2.35M | 0.4% | +574+2.5% | Added | History |
| ZBHZimmer Biomet Holdings, Inc. | Stock | 18,349 | $2.35M | 0.4% | −640−3.4% | Reduced | History |
| PHMPultegroup Inc | COM | 55,073 | $2.31M | 0.4% | −1,189−2.1% | Reduced | History |
| METAMeta Platforms, Inc. | Stock | 10,309 | $2.29M | 0.4% | +40+0.4% | Added | History |
| CMCSAComcast Corp | Stock | 47,923 | $2.24M | 0.4% | +8,197+20.6% | Added | History |
| iShares Core S&P Small Cap ETF464287804 | ETF | 20,163 | $2.17M | 0.3% | +230+1.2% | Added | – |
| KRNYKearny Financial Corp. | COM | 166,946 | $2.15M | 0.3% | 00.0% | Unchanged | History |
| PPLPPL Corp | COM | 73,265 | $2.09M | 0.3% | +780+1.1% | Added | History |
| PSXPhillips 66 | Stock | 24,019 | $2.08M | 0.3% | +342+1.4% | Added | History |
| ULUnilever PLC | SPON ADR NEW | 43,676 | $1.99M | 0.3% | −100.0% | Reduced | History |
| iShares Select Dividend ETF464287168 | ETF | 13,633 | $1.75M | 0.3% | −327−2.3% | Reduced | – |
| Global X FDS37954Y715 | RBTCS ARTFL INTE | 60,065 | $1.74M | 0.3% | +4,287+7.7% | Added | – |
| DDominion Energy, Inc | Stock | 20,049 | $1.70M | 0.3% | −403−2.0% | Reduced | History |
| SPGIS&P Global Inc. | Stock | 4,153 | $1.70M | 0.3% | −35−0.8% | Reduced | History |
| BRK.BBerkshire Hathaway Inc | Stock | 4,777 | $1.69M | 0.3% | +76+1.6% | Added | History |
| PHParker-Hannifin Corp | Stock | 5,922 | $1.68M | 0.3% | +78+1.3% | Added | History |
| iShares Tr464288273 | EAFE SML CP ETF | 25,169 | $1.67M | 0.3% | +437+1.8% | Added | – |
| TMToyota Motor Corp | ADS | 8,943 | $1.61M | 0.3% | 00.0% | Unchanged | History |
| iShares Tr464287622 | RUS 1000 ETF | 6,140 | $1.53M | 0.2% | 00.0% | Unchanged | – |
| SPYSPDR S&P 500 ETF Trust | ETF | 3,311 | $1.50M | 0.2% | +29+0.9% | Added | History |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 29,555 | $1.42M | 0.2% | −260−0.9% | Reduced | – |
| CLColgate Palmolive Co | Stock | 18,022 | $1.37M | 0.2% | −183−1.0% | Reduced | History |
| CSCOCisco Systems, Inc. | Stock | 24,219 | $1.35M | 0.2% | +1,494+6.6% | Added | History |
| DEDeere & Co | Stock | 3,246 | $1.35M | 0.2% | +421+14.9% | Added | History |
| UNPUnion Pacific Corp | Stock | 4,900 | $1.34M | 0.2% | +405+9.0% | Added | History |
| PGProcter & Gamble Co | Stock | 8,747 | $1.34M | 0.2% | +443+5.3% | Added | History |
| TROWPrice T Rowe Group Inc | Stock | 8,586 | $1.30M | 0.2% | +162+1.9% | Added | History |
| AMTAmerican Tower Corp | REIT | 5,133 | $1.29M | 0.2% | +234+4.8% | Added | History |
Sold out since Q4 2021 (7)
Positions held at the end of Q4 2021 that are gone from this filing.
| Security | Class | Shares in Q4 2021 | Value in Q4 2021 | % of portfolio in Q4 2021 | History |
|---|---|---|---|---|---|
| Schwab US Aggregate Bond ETF808524839 | ETF | 5,592 | $301.0K | <0.1% | – |
| iShares Russell 2000 Growth ETF464287648 | ETF | 875 | $256.0K | <0.1% | – |
| IBMInternational Business Machines Corp | Stock | 1,855 | $248.0K | <0.1% | History |
| RPMRPM International Inc | COM | 2,357 | $238.0K | <0.1% | History |
| WSOWatsco Inc | COM | 653 | $204.0K | <0.1% | History |
| Vanguard Communication Services ETF92204A884 | ETF | 1,475 | $200.0K | <0.1% | – |
| Great Panther MNG Ltd39115V101 | COM | 57,023 | $12.0K | <0.1% | – |