River Wealth Advisors LLC
- SEC CIK
- 0001642570
- Latest filing
- Aug 4, 2026
Holdings in Q4 2022
Holdings as of Dec 31, 2022, filed Feb 10, 2023. Long positions only; changes compare share counts with Q3 2022.
- Positions
- 207
- +10 vs. Q3 2022
- Portfolio value
- $519.1M
- +$55.6M (+12.0%) vs. Q3 2022
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| iShares Russell 2000 ETF464287655 | ETF | 153,732 | $26.8M | 5.2% | +16,676+12.2% | Added | – |
| AAPLApple Inc. | Stock | 188,448 | $24.5M | 4.7% | +294+0.2% | Added | History |
| iShares Russell Midcap ETF464287499 | ETF | 274,725 | $18.5M | 3.6% | +24,718+9.9% | Added | – |
| iShares Core S&P 500 ETF464287200 | ETF | 47,417 | $18.2M | 3.5% | −962−2.0% | Reduced | – |
| Vanguard Ftse All-World Ex-US Index Fund922042775 | ETF | 341,527 | $17.1M | 3.3% | +7,592+2.3% | Added | – |
| iShares Tr46434V100 | 0-5YR INVT GR CP | 351,889 | $16.8M | 3.2% | +73,622+26.5% | Added | – |
| MSFTMicrosoft Corp | Stock | 70,201 | $16.8M | 3.2% | +2,034+3.0% | Added | History |
| State Street SPDR Bloomberg Convertible Securities ETF78464A359 | ETF | 198,108 | $12.7M | 2.5% | +4,434+2.3% | Added | – |
| VVisa Inc. | Stock | 51,104 | $10.6M | 2.0% | +2,329+4.8% | Added | History |
| ACNAccenture plc | Stock | 33,264 | $8.88M | 1.7% | +843+2.6% | Added | History |
| ELVElevance Health, Inc. | Stock | 16,772 | $8.60M | 1.7% | −873−4.9% | Reduced | History |
| GOOGLAlphabet Inc. | Stock | 93,648 | $8.26M | 1.6% | +3,027+3.3% | Added | History |
| PEPPepsiCo Inc | Stock | 40,452 | $7.31M | 1.4% | +506+1.3% | Added | History |
| JPMJPMorgan Chase & Co | Stock | 53,410 | $7.16M | 1.4% | −816−1.5% | Reduced | History |
| APDAir Products & Chemicals, Inc. | Stock | 22,958 | $7.08M | 1.4% | −196−0.8% | Reduced | History |
| SYKStryker Corp | Stock | 28,609 | $6.99M | 1.3% | −486−1.7% | Reduced | History |
| iShares Core MSCI Emerging Markets ETF46434G103 | ETF | 136,957 | $6.40M | 1.2% | −10,103−6.9% | Reduced | – |
| AMZNAmazon Com Inc | Stock | 72,646 | $6.10M | 1.2% | −120.0% | Reduced | History |
| LOWLowes Companies Inc | Stock | 29,033 | $5.78M | 1.1% | +801+2.8% | Added | History |
| CVXChevron Corp | Stock | 31,978 | $5.74M | 1.1% | +1,980+6.6% | Added | History |
| MAMastercard Inc | Stock | 16,228 | $5.64M | 1.1% | −537−3.2% | Reduced | History |
| BACBank of America Corp | Stock | 156,349 | $5.18M | 1.0% | +3,252+2.1% | Added | History |
| TMOThermo Fisher Scientific Inc. | Stock | 9,185 | $5.06M | 1.0% | +396+4.5% | Added | History |
| Vanguard Morningstar Small-Cap Growth ETF922908595 | ETF | 25,124 | $5.04M | 1.0% | −1,917−7.1% | Reduced | – |
| CSLCarlisle Companies Inc | COM | 20,926 | $4.93M | 0.9% | −74−0.4% | Reduced | History |
| DISWalt Disney Co | Stock | 55,417 | $4.81M | 0.9% | −751−1.3% | Reduced | History |
| AMGNAmgen Inc | Stock | 18,199 | $4.78M | 0.9% | −344−1.9% | Reduced | History |
| ETNEaton Corp plc | Stock | 29,390 | $4.61M | 0.9% | −631−2.1% | Reduced | History |
| DHIHorton D R Inc | COM | 51,067 | $4.55M | 0.9% | +1,823+3.7% | Added | History |
| COPConocoPhillips | Stock | 37,420 | $4.42M | 0.9% | +1,312+3.6% | Added | History |
| CORCencora, Inc. | Stock | 26,176 | $4.34M | 0.8% | +2,208+9.2% | Added | History |
| UNHUnitedHealth Group Inc | Stock | 7,933 | $4.21M | 0.8% | +1,539+24.1% | Added | History |
| CVSCVS Health Corp | Stock | 43,898 | $4.09M | 0.8% | +2,782+6.8% | Added | History |
| TELTE Connectivity plc | REG SHS | 35,170 | $4.04M | 0.8% | −502−1.4% | Reduced | History |
| TTTrane Technologies plc | SHS | 23,766 | $3.99M | 0.8% | −738−3.0% | Reduced | History |
| STZConstellation Brands, Inc. | Stock | 16,888 | $3.91M | 0.8% | +1,222+7.8% | Added | History |
| PNCPNC Financial Services Group, Inc. | Stock | 24,419 | $3.86M | 0.7% | +40.0% | Added | History |
| TJXTJX Companies Inc | Stock | 46,709 | $3.72M | 0.7% | +10,495+29.0% | Added | History |
| PLDPrologis, Inc. | REIT | 32,785 | $3.70M | 0.7% | +700+2.2% | Added | History |
| QCOMQualcomm Inc | Stock | 33,275 | $3.66M | 0.7% | +3,083+10.2% | Added | History |
| iShares S&P Mid-Cap 400 Value ETF464287705 | ETF | 35,712 | $3.60M | 0.7% | −272−0.8% | Reduced | – |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 14,849 | $3.59M | 0.7% | −226−1.5% | Reduced | – |
| JNJJohnson & Johnson | Stock | 19,906 | $3.52M | 0.7% | +111+0.6% | Added | History |
| ABBVAbbVie Inc. | Stock | 21,430 | $3.46M | 0.7% | −489−2.2% | Reduced | History |
| Vanguard Index FDS922908652 | EXTEND MKT ETF | 25,474 | $3.38M | 0.7% | −1,358−5.1% | Reduced | – |
| CBChubb Ltd | Stock | 15,029 | $3.32M | 0.6% | +952+6.8% | Added | History |
| DHRDanaher Corp | Stock | 12,408 | $3.29M | 0.6% | −100−0.8% | Reduced | History |
| FITBFifth Third Bancorp | COM | 100,079 | $3.28M | 0.6% | +1,213+1.2% | Added | History |
| HDHome Depot, Inc. | Stock | 10,348 | $3.27M | 0.6% | +305+3.0% | Added | History |
| ARWArrow Electronics, Inc. | COM | 31,082 | $3.25M | 0.6% | 00.0% | Unchanged | History |
| ORCLOracle Corp | Stock | 37,951 | $3.10M | 0.6% | −508−1.3% | Reduced | History |
| LINLinde PLC | SHS | 9,329 | $3.04M | 0.6% | −1,012−9.8% | Reduced | History |
| PSXPhillips 66 | Stock | 28,721 | $2.99M | 0.6% | +1,795+6.7% | Added | History |
| GOOGAlphabet Inc. | Stock | 32,332 | $2.87M | 0.6% | −308−0.9% | Reduced | History |
| iShares MSCI Eafe ETF464287465 | ETF | 42,815 | $2.81M | 0.5% | −1,793−4.0% | Reduced | – |
| iShares Tr464287234 | MSCI EMG MKT ETF | 74,102 | $2.81M | 0.5% | −7,665−9.4% | Reduced | – |
| MRSHMarsh & McLennan Companies, Inc. | Stock | 16,724 | $2.77M | 0.5% | −187−1.1% | Reduced | History |
| CMCSAComcast Corp | Stock | 77,532 | $2.71M | 0.5% | +11,015+16.6% | Added | History |
| HONHoneywell International Inc | COM | 12,623 | $2.71M | 0.5% | −88−0.7% | Reduced | History |
| Invesco QQQ Trust Series I46090E103 | ETF | 9,772 | $2.60M | 0.5% | +771+8.6% | Added | – |
| HUNHuntsman CORP | COM | 93,521 | $2.57M | 0.5% | −14,380−13.3% | Reduced | History |
| MRKMerck & Co., Inc. | Stock | 22,747 | $2.52M | 0.5% | +3,892+20.6% | Added | History |
| AEPAmerican Electric Power Co Inc | Stock | 26,423 | $2.51M | 0.5% | +668+2.6% | Added | History |
| RTXRTX Corp | Stock | 24,818 | $2.50M | 0.5% | +514+2.1% | Added | History |
| COFCapital One Financial Corp | Stock | 26,184 | $2.43M | 0.5% | +696+2.7% | Added | History |
| NKENIKE, Inc. | Stock | 20,531 | $2.40M | 0.5% | −490−2.3% | Reduced | History |
| Schwab U.S. Mid-Cap ETF808524508 | ETF | 35,681 | $2.34M | 0.5% | +85+0.2% | Added | – |
| TFCTruist Financial Corp | COM | 54,089 | $2.33M | 0.4% | −6,250−10.4% | Reduced | History |
| USBUS Bancorp DE | COM NEW | 51,834 | $2.26M | 0.4% | −11,684−18.4% | Reduced | History |
| PGProcter & Gamble Co | Stock | 14,791 | $2.24M | 0.4% | +1,433+10.7% | Added | History |
| PHMPultegroup Inc | COM | 48,801 | $2.22M | 0.4% | −438−0.9% | Reduced | History |
| BRK.BBerkshire Hathaway Inc | Stock | 6,589 | $2.04M | 0.4% | +342+5.5% | Added | History |
| LRCXLam Research Corp | COM | 4,806 | $2.02M | 0.4% | +1,422+42.0% | Added | History |
| PPLPPL Corp | COM | 68,113 | $1.99M | 0.4% | −3,372−4.7% | Reduced | History |
| iShares Core S&P Small Cap ETF464287804 | ETF | 19,771 | $1.87M | 0.4% | −117−0.6% | Reduced | – |
| RYRoyal Bank of Canada | Stock | 19,663 | $1.85M | 0.4% | −514−2.5% | Reduced | History |
| ULUnilever PLC | SPON ADR NEW | 36,352 | $1.83M | 0.4% | −1,187−3.2% | Reduced | History |
| ALLEAllegion plc | ORD SHS | 17,042 | $1.79M | 0.3% | −1,428−7.7% | Reduced | History |
| DEDeere & Co | Stock | 4,112 | $1.76M | 0.3% | +425+11.5% | Added | History |
| COSTCostco Wholesale Corp | Stock | 3,774 | $1.72M | 0.3% | +764+25.4% | Added | History |
| KRNYKearny Financial Corp. | COM | 166,946 | $1.69M | 0.3% | 00.0% | Unchanged | History |
| PHParker-Hannifin Corp | Stock | 5,649 | $1.64M | 0.3% | +13+0.2% | Added | History |
| CLColgate Palmolive Co | Stock | 20,799 | $1.64M | 0.3% | +322+1.6% | Added | History |
| LMTLockheed Martin Corp | Stock | 3,347 | $1.63M | 0.3% | +677+25.4% | Added | History |
| ZBHZimmer Biomet Holdings, Inc. | Stock | 12,471 | $1.59M | 0.3% | −1,747−12.3% | Reduced | History |
| PFEPfizer Inc | Stock | 30,893 | $1.58M | 0.3% | +5,545+21.9% | Added | History |
| CATCaterpillar Inc | Stock | 6,298 | $1.51M | 0.3% | −199−3.1% | Reduced | History |
| iShares Select Dividend ETF464287168 | ETF | 12,058 | $1.45M | 0.3% | −665−5.2% | Reduced | – |
| VZVerizon Communications Inc | Stock | 35,614 | $1.40M | 0.3% | −6,509−15.5% | Reduced | History |
| Vanguard S&P 500 ETF922908363 | ETF | 3,963 | $1.39M | 0.3% | −246−5.8% | Reduced | – |
| NVDANVIDIA Corp | Stock | 9,208 | $1.35M | 0.3% | +451+5.2% | Added | History |
| WMWaste Management Inc | Stock | 8,471 | $1.33M | 0.3% | +1,239+17.1% | Added | History |
| FCXFreeport-McMoran Inc | Stock | 34,397 | $1.31M | 0.3% | +9,012+35.5% | Added | History |
| iShares S&P Mid-Cap 400 Growth ETF464287606 | ETF | 19,089 | $1.30M | 0.3% | −263−1.4% | Reduced | – |
| SPYSPDR S&P 500 ETF Trust | ETF | 3,317 | $1.27M | 0.2% | −224−6.3% | Reduced | History |
| BLKBlackRock, Inc. | COM | 1,777 | $1.26M | 0.2% | +264+17.4% | Added | History |
| iShares Tr464287622 | RUS 1000 ETF | 5,980 | $1.26M | 0.2% | −160−2.6% | Reduced | – |
| MCDMcDonalds Corp | Stock | 4,737 | $1.25M | 0.2% | +19+0.4% | Added | History |
| State Street Energy Select Sector SPDR ETF81369Y506 | ETF | 14,253 | $1.25M | 0.2% | +450+3.3% | Added | – |
| ADPAutomatic Data Processing Inc | Stock | 5,210 | $1.24M | 0.2% | −73−1.4% | Reduced | History |
Sold out since Q3 2022 (4)
Positions held at the end of Q3 2022 that are gone from this filing.
| Security | Class | Shares in Q3 2022 | Value in Q3 2022 | % of portfolio in Q3 2022 | History |
|---|---|---|---|---|---|
| INTCIntel Corp | Stock | 12,676 | $327.0K | 0.1% | History |
| BRBroadridge Financial Solutions, Inc. | Stock | 1,509 | $218.0K | <0.1% | History |
| Fidelity Covington Trust316092204 | MSCI CONSM DIS | 3,293 | $200.0K | <0.1% | – |
| WKCWorld Kinect Corp | COM | 4,667 | – | – | History |