River Wealth Advisors LLC
- SEC CIK
- 0001642570
- Latest filing
- Aug 4, 2026
Holdings in Q2 2022
Holdings as of Jun 30, 2022, filed Aug 10, 2022. Long positions only; changes compare share counts with Q1 2022.
- Positions
- 212
- −9 vs. Q1 2022
- Portfolio value
- $542.3M
- −$83.9M (−13.4%) vs. Q1 2022
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| DEDeere & Co | Stock | 3,480 | $1.04M | 0.2% | +234+7.2% | Added | History |
| State Street Energy Select Sector SPDR ETF81369Y506 | ETF | 14,781 | $1.06M | 0.2% | −14−0.1% | Reduced | – |
| Global X FDS37954Y715 | RBTCS ARTFL INTE | 52,535 | $1.07M | 0.2% | −7,530−12.5% | Reduced | – |
| MCDMcDonalds Corp | Stock | 4,434 | $1.09M | 0.2% | −31−0.7% | Reduced | History |
| ADPAutomatic Data Processing Inc | Stock | 5,290 | $1.11M | 0.2% | −19−0.4% | Reduced | History |
| MASMasco Corp | COM | 22,389 | $1.13M | 0.2% | +4,510+25.2% | Added | History |
| NEENextera Energy Inc | Stock | 14,787 | $1.15M | 0.2% | −258−1.7% | Reduced | History |
| DLRDigital Realty Trust, Inc. | COM | 8,968 | $1.16M | 0.2% | +56+0.6% | Added | History |
| NSCNorfolk Southern Corp | Stock | 5,177 | $1.18M | 0.2% | +668+14.8% | Added | History |
| WMWaste Management Inc | Stock | 7,744 | $1.19M | 0.2% | −189−2.4% | Reduced | History |
| CATCaterpillar Inc | Stock | 6,638 | $1.19M | 0.2% | +1,736+35.4% | Added | History |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 29,385 | $1.20M | 0.2% | −170−0.6% | Reduced | – |
| COSTCostco Wholesale Corp | Stock | 2,614 | $1.25M | 0.2% | +1,331+103.7% | Added | History |
| iShares Tr464287622 | RUS 1000 ETF | 6,140 | $1.28M | 0.2% | 00.0% | Unchanged | – |
| LMTLockheed Martin Corp | Stock | 2,987 | $1.28M | 0.2% | +474+18.9% | Added | History |
| SPGIS&P Global Inc. | Stock | 3,819 | $1.29M | 0.2% | −334−8.0% | Reduced | History |
| PFEPfizer Inc | Stock | 25,345 | $1.33M | 0.2% | +2,854+12.7% | Added | History |
| AMTAmerican Tower Corp | REIT | 5,204 | $1.33M | 0.2% | +71+1.4% | Added | History |
| SPYSPDR S&P 500 ETF Trust | ETF | 3,563 | $1.34M | 0.2% | +252+7.6% | Added | History |
| TMToyota Motor Corp | ADS | 8,783 | $1.35M | 0.2% | −160−1.8% | Reduced | History |
| iShares Tr464288273 | EAFE SML CP ETF | 24,799 | $1.35M | 0.2% | −370−1.5% | Reduced | – |
| MRKMerck & Co., Inc. | Stock | 15,075 | $1.37M | 0.3% | +3,028+25.1% | Added | History |
| NVDANVIDIA Corp | Stock | 9,589 | $1.45M | 0.3% | −240−2.4% | Reduced | History |
| PHParker-Hannifin Corp | Stock | 5,935 | $1.46M | 0.3% | +13+0.2% | Added | History |
| METAMeta Platforms, Inc. | Stock | 9,679 | $1.56M | 0.3% | −630−6.1% | Reduced | History |
| CLColgate Palmolive Co | Stock | 19,484 | $1.56M | 0.3% | +1,462+8.1% | Added | History |
| DDominion Energy, Inc | Stock | 19,819 | $1.58M | 0.3% | −230−1.1% | Reduced | History |
| iShares Select Dividend ETF464287168 | ETF | 14,023 | $1.65M | 0.3% | +390+2.9% | Added | – |
| TJXTJX Companies Inc | Stock | 29,867 | $1.67M | 0.3% | +11,114+59.3% | Added | History |
| ZBHZimmer Biomet Holdings, Inc. | Stock | 16,436 | $1.73M | 0.3% | −1,913−10.4% | Reduced | History |
| BRK.BBerkshire Hathaway Inc | Stock | 6,382 | $1.74M | 0.3% | +1,605+33.6% | Added | History |
| ULUnilever PLC | SPON ADR NEW | 39,318 | $1.80M | 0.3% | −4,358−10.0% | Reduced | History |
| KRNYKearny Financial Corp. | COM | 166,946 | $1.85M | 0.3% | 00.0% | Unchanged | History |
| iShares Core S&P Small Cap ETF464287804 | ETF | 20,254 | $1.87M | 0.3% | +91+0.5% | Added | – |
| PGProcter & Gamble Co | Stock | 13,568 | $1.95M | 0.4% | +4,821+55.1% | Added | History |
| ALLEAllegion plc | ORD SHS | 20,296 | $1.99M | 0.4% | −1,831−8.3% | Reduced | History |
| PHMPultegroup Inc | COM | 53,071 | $2.10M | 0.4% | −2,002−3.6% | Reduced | History |
| PSXPhillips 66 | Stock | 26,115 | $2.14M | 0.4% | +2,096+8.7% | Added | History |
| CMCSAComcast Corp | Stock | 56,657 | $2.22M | 0.4% | +8,734+18.2% | Added | History |
| NKENIKE, Inc. | Stock | 22,174 | $2.27M | 0.4% | −584−2.6% | Reduced | History |
| PPLPPL Corp | COM | 83,536 | $2.27M | 0.4% | +10,271+14.0% | Added | History |
| RTXRTX Corp | Stock | 23,763 | $2.28M | 0.4% | −50.0% | Reduced | History |
| Schwab U.S. Mid-Cap ETF808524508 | ETF | 36,548 | $2.29M | 0.4% | −1,730−4.5% | Reduced | – |
| RYRoyal Bank of Canada | Stock | 24,325 | $2.35M | 0.4% | −325−1.3% | Reduced | History |
| VZVerizon Communications Inc | Stock | 47,578 | $2.42M | 0.4% | −798−1.6% | Reduced | History |
| HONHoneywell International Inc | COM | 14,233 | $2.47M | 0.5% | −609−4.1% | Reduced | History |
| AEPAmerican Electric Power Co Inc | Stock | 26,509 | $2.54M | 0.5% | +61+0.2% | Added | History |
| Vanguard S&P 500 ETF922908363 | ETF | 7,782 | $2.70M | 0.5% | −469−5.7% | Reduced | – |
| MRSHMarsh & McLennan Companies, Inc. | Stock | 17,637 | $2.74M | 0.5% | −558−3.1% | Reduced | History |
| COFCapital One Financial Corp | Stock | 26,322 | $2.74M | 0.5% | +699+2.7% | Added | History |
| Invesco QQQ Trust Series I46090E103 | ETF | 9,896 | $2.77M | 0.5% | +20.0% | Added | – |
| CBChubb Ltd | Stock | 14,425 | $2.84M | 0.5% | +896+6.6% | Added | History |
| ORCLOracle Corp | Stock | 41,413 | $2.89M | 0.5% | −1,603−3.7% | Reduced | History |
| HDHome Depot, Inc. | Stock | 10,701 | $2.94M | 0.5% | −84−0.8% | Reduced | History |
| TFCTruist Financial Corp | COM | 63,488 | $3.01M | 0.6% | −3,006−4.5% | Reduced | History |
| UNHUnitedHealth Group Inc | Stock | 5,976 | $3.07M | 0.6% | +290+5.1% | Added | History |
| USBUS Bancorp DE | COM NEW | 66,890 | $3.08M | 0.6% | −1,074−1.6% | Reduced | History |
| LINLinde PLC | SHS | 10,824 | $3.11M | 0.6% | −118−1.1% | Reduced | History |
| CORCencora, Inc. | Stock | 22,706 | $3.21M | 0.6% | +1,242+5.8% | Added | History |
| COPConocoPhillips | Stock | 36,656 | $3.29M | 0.6% | +647+1.8% | Added | History |
| FITBFifth Third Bancorp | COM | 98,764 | $3.32M | 0.6% | +1,703+1.8% | Added | History |
| DHIHorton D R Inc | COM | 50,262 | $3.33M | 0.6% | +1,332+2.7% | Added | History |
| QCOMQualcomm Inc | Stock | 26,606 | $3.40M | 0.6% | +2,288+9.4% | Added | History |
| TTTrane Technologies plc | SHS | 26,752 | $3.47M | 0.6% | −959−3.5% | Reduced | History |
| DHRDanaher Corp | Stock | 13,991 | $3.55M | 0.7% | −370−2.6% | Reduced | History |
| iShares S&P Mid-Cap 400 Value ETF464287705 | ETF | 37,889 | $3.58M | 0.7% | −525−1.4% | Reduced | – |
| iShares MSCI Eafe ETF464287465 | ETF | 57,731 | $3.61M | 0.7% | −2,137−3.6% | Reduced | – |
| HUNHuntsman CORP | COM | 127,294 | $3.61M | 0.7% | −3,779−2.9% | Reduced | History |
| JNJJohnson & Johnson | Stock | 20,554 | $3.65M | 0.7% | +2,232+12.2% | Added | History |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 16,353 | $3.70M | 0.7% | −474−2.8% | Reduced | – |
| ARWArrow Electronics, Inc. | COM | 33,407 | $3.75M | 0.7% | −598−1.8% | Reduced | History |
| ABBVAbbVie Inc. | Stock | 24,598 | $3.77M | 0.7% | +2,315+10.4% | Added | History |
| GOOGAlphabet Inc. | Stock | 1,724 | $3.77M | 0.7% | −44−2.5% | Reduced | History |
| CVSCVS Health Corp | Stock | 41,132 | $3.81M | 0.7% | +724+1.8% | Added | History |
| iShares Tr464287234 | MSCI EMG MKT ETF | 96,276 | $3.86M | 0.7% | −16,597−14.7% | Reduced | – |
| PNCPNC Financial Services Group, Inc. | Stock | 25,052 | $3.95M | 0.7% | −93−0.4% | Reduced | History |
| STZConstellation Brands, Inc. | Stock | 17,140 | $4.00M | 0.7% | +271+1.6% | Added | History |
| PLDPrologis, Inc. | REIT | 34,019 | $4.00M | 0.7% | +141+0.4% | Added | History |
| ETNEaton Corp plc | Stock | 32,394 | $4.08M | 0.8% | −458−1.4% | Reduced | History |
| Vanguard Scottsdale FDS92206C409 | SHRT TRM CORP BD | 55,345 | $4.22M | 0.8% | −10.0% | Reduced | – |
| TELTE Connectivity plc | REG SHS | 37,735 | $4.27M | 0.8% | −578−1.5% | Reduced | History |
| Vanguard Index FDS922908652 | EXTEND MKT ETF | 32,871 | $4.31M | 0.8% | −1,103−3.2% | Reduced | – |
| CVXChevron Corp | Stock | 31,496 | $4.56M | 0.8% | −70.0% | Reduced | History |
| AMGNAmgen Inc | Stock | 19,419 | $4.72M | 0.9% | −777−3.8% | Reduced | History |
| BACBank of America Corp | Stock | 155,249 | $4.83M | 0.9% | +6,208+4.2% | Added | History |
| LOWLowes Companies Inc | Stock | 28,788 | $5.03M | 0.9% | +592+2.1% | Added | History |
| TMOThermo Fisher Scientific Inc. | Stock | 9,374 | $5.09M | 0.9% | +41+0.4% | Added | History |
| CSLCarlisle Companies Inc | COM | 22,018 | $5.25M | 1.0% | −842−3.7% | Reduced | History |
| DISWalt Disney Co | Stock | 56,081 | $5.29M | 1.0% | +2,583+4.8% | Added | History |
| MAMastercard Inc | Stock | 18,331 | $5.78M | 1.1% | −626−3.3% | Reduced | History |
| APDAir Products & Chemicals, Inc. | Stock | 24,654 | $5.93M | 1.1% | +192+0.8% | Added | History |
| SYKStryker Corp | Stock | 32,787 | $6.52M | 1.2% | −920−2.7% | Reduced | History |
| JPMJPMorgan Chase & Co | Stock | 58,323 | $6.57M | 1.2% | +2,100+3.7% | Added | History |
| PEPPepsiCo Inc | Stock | 41,830 | $6.97M | 1.3% | +390+0.9% | Added | History |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 167,483 | $6.98M | 1.3% | +582+0.3% | Added | – |
| iShares Core MSCI Emerging Markets ETF46434G103 | ETF | 159,643 | $7.83M | 1.4% | +12,446+8.5% | Added | – |
| AMZNAmazon Com Inc | Stock | 76,258 | $8.10M | 1.5% | +758+1.0% | AddedConverted for a 20-for-1 split | History |
| ACNAccenture plc | Stock | 32,101 | $8.91M | 1.6% | +691+2.2% | Added | History |
| ELVElevance Health, Inc. | Stock | 19,017 | $9.18M | 1.7% | −529−2.7% | Reduced | History |
| VVisa Inc. | Stock | 50,497 | $9.94M | 1.8% | +114+0.2% | Added | History |
Sold out since Q1 2022 (14)
Positions held at the end of Q1 2022 that are gone from this filing.
| Security | Class | Shares in Q1 2022 | Value in Q1 2022 | % of portfolio in Q1 2022 | History |
|---|---|---|---|---|---|
| AVYAvery Dennison Corp | COM | 5,381 | $936.0K | 0.1% | History |
| NFLXNetflix Inc | Stock | 848 | $318.0K | 0.1% | History |
| RNPCohen & Steers REIT & Preferred & Income Fund Inc | COM | 11,642 | $313.0K | <0.1% | History |
| AMDAdvanced Micro Devices Inc | Stock | 2,703 | $296.0K | <0.1% | History |
| CRLCharles River Laboratories International, Inc. | COM | 992 | $282.0K | <0.1% | History |
| DGDollar General Corp | COM | 1,248 | $278.0K | <0.1% | History |
| Fidelity Covington Trust316092204 | MSCI CONSM DIS | 3,221 | $255.0K | <0.1% | – |
| ZBRAZebra Technologies Corp | CL A | 612 | $253.0K | <0.1% | History |
| HPQHP Inc | Stock | 6,686 | $243.0K | <0.1% | History |
| EBAYeBay Inc | COM | 4,115 | $235.0K | <0.1% | History |
| LULUlululemon athletica inc. | Stock | 601 | $219.0K | <0.1% | History |
| Schwab Emerging Markets Equity ETF808524706 | ETF | 7,684 | $213.0K | <0.1% | – |
| AMPAmeriprise Financial Inc | COM | 689 | $207.0K | <0.1% | History |
| iShares S&P 500 Growth ETF464287309 | ETF | 2,634 | $201.0K | <0.1% | – |