River Wealth Advisors LLC
- SEC CIK
- 0001642570
- Latest filing
- Aug 4, 2026
Holdings in Q1 2023
Holdings as of Mar 31, 2023, filed May 11, 2023. Long positions only; changes compare share counts with Q4 2022.
- Positions
- 207
- 0 vs. Q4 2022
- Portfolio value
- $549.6M
- +$30.5M (+5.9%) vs. Q4 2022
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| AAPLApple Inc. | Stock | 181,878 | $30.0M | 5.5% | −6,570−3.5% | Reduced | History |
| iShares Russell 2000 ETF464287655 | ETF | 165,763 | $29.6M | 5.4% | +12,031+7.8% | Added | – |
| MSFTMicrosoft Corp | Stock | 70,833 | $20.4M | 3.7% | +632+0.9% | Added | History |
| iShares Russell Midcap ETF464287499 | ETF | 290,622 | $20.3M | 3.7% | +15,897+5.8% | Added | – |
| iShares Core S&P 500 ETF464287200 | ETF | 47,682 | $19.6M | 3.6% | +265+0.6% | Added | – |
| Vanguard Ftse All-World Ex-US Index Fund922042775 | ETF | 343,486 | $18.4M | 3.3% | +1,959+0.6% | Added | – |
| iShares Tr46434V100 | 0-5YR INVT GR CP | 371,305 | $18.0M | 3.3% | +19,416+5.5% | Added | – |
| State Street SPDR Bloomberg Convertible Securities ETF78464A359 | ETF | 201,830 | $13.5M | 2.5% | +3,722+1.9% | Added | – |
| VVisa Inc. | Stock | 50,801 | $11.5M | 2.1% | −303−0.6% | Reduced | History |
| ACNAccenture plc | Stock | 33,794 | $9.66M | 1.8% | +530+1.6% | Added | History |
| GOOGLAlphabet Inc. | Stock | 89,795 | $9.31M | 1.7% | −3,853−4.1% | Reduced | History |
| SYKStryker Corp | Stock | 27,308 | $7.80M | 1.4% | −1,301−4.5% | Reduced | History |
| PEPPepsiCo Inc | Stock | 41,888 | $7.64M | 1.4% | +1,436+3.5% | Added | History |
| AMZNAmazon Com Inc | Stock | 73,304 | $7.57M | 1.4% | +658+0.9% | Added | History |
| ELVElevance Health, Inc. | Stock | 16,060 | $7.38M | 1.3% | −712−4.2% | Reduced | History |
| iShares Core MSCI Emerging Markets ETF46434G103 | ETF | 148,266 | $7.23M | 1.3% | +11,309+8.3% | Added | – |
| JPMJPMorgan Chase & Co | Stock | 54,479 | $7.10M | 1.3% | +1,069+2.0% | Added | History |
| APDAir Products & Chemicals, Inc. | Stock | 22,397 | $6.43M | 1.2% | −561−2.4% | Reduced | History |
| LOWLowes Companies Inc | Stock | 29,305 | $5.86M | 1.1% | +272+0.9% | Added | History |
| MAMastercard Inc | Stock | 15,631 | $5.68M | 1.0% | −597−3.7% | Reduced | History |
| DISWalt Disney Co | Stock | 54,399 | $5.45M | 1.0% | −1,018−1.8% | Reduced | History |
| TMOThermo Fisher Scientific Inc. | Stock | 9,382 | $5.41M | 1.0% | +197+2.1% | Added | History |
| CVXChevron Corp | Stock | 32,858 | $5.36M | 1.0% | +880+2.8% | Added | History |
| Vanguard Morningstar Small-Cap Growth ETF922908595 | ETF | 24,414 | $5.28M | 1.0% | −710−2.8% | Reduced | – |
| DHIHorton D R Inc | COM | 52,585 | $5.14M | 0.9% | +1,518+3.0% | Added | History |
| ETNEaton Corp plc | Stock | 28,178 | $4.83M | 0.9% | −1,212−4.1% | Reduced | History |
| BACBank of America Corp | Stock | 165,230 | $4.73M | 0.9% | +8,881+5.7% | Added | History |
| CSLCarlisle Companies Inc | COM | 20,809 | $4.70M | 0.9% | −117−0.6% | Reduced | History |
| CORCencora, Inc. | Stock | 28,466 | $4.56M | 0.8% | +2,290+8.7% | Added | History |
| TELTE Connectivity plc | REG SHS | 34,638 | $4.54M | 0.8% | −532−1.5% | Reduced | History |
| AMGNAmgen Inc | Stock | 17,475 | $4.22M | 0.8% | −724−4.0% | Reduced | History |
| UNHUnitedHealth Group Inc | Stock | 8,751 | $4.14M | 0.8% | +818+10.3% | Added | History |
| TTTrane Technologies plc | SHS | 22,169 | $4.08M | 0.7% | −1,597−6.7% | Reduced | History |
| TJXTJX Companies Inc | Stock | 51,850 | $4.06M | 0.7% | +5,141+11.0% | Added | History |
| PLDPrologis, Inc. | REIT | 32,161 | $4.01M | 0.7% | −624−1.9% | Reduced | History |
| STZConstellation Brands, Inc. | Stock | 17,249 | $3.90M | 0.7% | +361+2.1% | Added | History |
| QCOMQualcomm Inc | Stock | 30,070 | $3.84M | 0.7% | −3,205−9.6% | Reduced | History |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 14,957 | $3.74M | 0.7% | +108+0.7% | Added | – |
| ARWArrow Electronics, Inc. | COM | 29,238 | $3.65M | 0.7% | −1,844−5.9% | Reduced | History |
| COPConocoPhillips | Stock | 36,559 | $3.63M | 0.7% | −861−2.3% | Reduced | History |
| iShares S&P Mid-Cap 400 Value ETF464287705 | ETF | 35,017 | $3.60M | 0.7% | −695−1.9% | Reduced | – |
| CVSCVS Health Corp | Stock | 47,230 | $3.51M | 0.6% | +3,332+7.6% | Added | History |
| ORCLOracle Corp | Stock | 37,287 | $3.46M | 0.6% | −664−1.7% | Reduced | History |
| CBChubb Ltd | Stock | 17,122 | $3.32M | 0.6% | +2,093+13.9% | Added | History |
| Vanguard Index FDS922908652 | EXTEND MKT ETF | 23,633 | $3.31M | 0.6% | −1,841−7.2% | Reduced | – |
| LRCXLam Research Corp | COM | 6,247 | $3.31M | 0.6% | +1,441+30.0% | Added | History |
| NVDANVIDIA Corp | Stock | 11,720 | $3.26M | 0.6% | +2,512+27.3% | Added | History |
| ABBVAbbVie Inc. | Stock | 20,374 | $3.25M | 0.6% | −1,056−4.9% | Reduced | History |
| LINLinde PLC | Stock | 8,963 | $3.19M | 0.6% | −366−3.9% | Reduced | History |
| GOOGAlphabet Inc. | Stock | 30,403 | $3.16M | 0.6% | −1,929−6.0% | Reduced | History |
| CMCSAComcast Corp | Stock | 83,226 | $3.16M | 0.6% | +5,694+7.3% | Added | History |
| Invesco QQQ Trust Series I46090E103 | ETF | 9,657 | $3.10M | 0.6% | −115−1.2% | Reduced | – |
| PNCPNC Financial Services Group, Inc. | Stock | 24,251 | $3.08M | 0.6% | −168−0.7% | Reduced | History |
| DHRDanaher Corp | Stock | 11,960 | $3.01M | 0.5% | −448−3.6% | Reduced | History |
| HDHome Depot, Inc. | Stock | 10,173 | $3.00M | 0.5% | −175−1.7% | Reduced | History |
| FITBFifth Third Bancorp | COM | 111,456 | $2.97M | 0.5% | +11,377+11.4% | Added | History |
| JNJJohnson & Johnson | Stock | 19,135 | $2.97M | 0.5% | −771−3.9% | Reduced | History |
| PSXPhillips 66 | Stock | 28,265 | $2.87M | 0.5% | −456−1.6% | Reduced | History |
| iShares MSCI Eafe ETF464287465 | ETF | 40,030 | $2.86M | 0.5% | −2,785−6.5% | Reduced | – |
| MRKMerck & Co., Inc. | Stock | 26,448 | $2.81M | 0.5% | +3,701+16.3% | Added | History |
| iShares Tr464287234 | MSCI EMG MKT ETF | 70,552 | $2.78M | 0.5% | −3,550−4.8% | Reduced | – |
| PHMPultegroup Inc | COM | 47,592 | $2.77M | 0.5% | −1,209−2.5% | Reduced | History |
| MRSHMarsh & McLennan Companies, Inc. | Stock | 16,119 | $2.68M | 0.5% | −605−3.6% | Reduced | History |
| COFCapital One Financial Corp | Stock | 25,554 | $2.46M | 0.4% | −630−2.4% | Reduced | History |
| DEDeere & Co | Stock | 5,941 | $2.45M | 0.4% | +1,829+44.5% | Added | History |
| RTXRTX Corp | Stock | 24,661 | $2.42M | 0.4% | −157−0.6% | Reduced | History |
| NKENIKE, Inc. | Stock | 19,560 | $2.40M | 0.4% | −971−4.7% | Reduced | History |
| AMDAdvanced Micro Devices Inc | Stock | 24,464 | $2.40M | 0.4% | +5,531+29.2% | Added | History |
| Schwab U.S. Mid-Cap ETF808524508 | ETF | 35,237 | $2.39M | 0.4% | −444−1.2% | Reduced | – |
| HUNHuntsman CORP | COM | 87,353 | $2.39M | 0.4% | −6,168−6.6% | Reduced | History |
| AEPAmerican Electric Power Co Inc | Stock | 26,087 | $2.37M | 0.4% | −336−1.3% | Reduced | History |
| HONHoneywell International Inc | COM | 11,982 | $2.29M | 0.4% | −641−5.1% | Reduced | History |
| TMUST-Mobile US, Inc. | Stock | 15,545 | $2.25M | 0.4% | +12,969+503.5% | Added | History |
| PGProcter & Gamble Co | Stock | 14,994 | $2.23M | 0.4% | +203+1.4% | Added | History |
| TFCTruist Financial Corp | COM | 62,669 | $2.14M | 0.4% | +8,580+15.9% | Added | History |
| COSTCostco Wholesale Corp | Stock | 4,191 | $2.08M | 0.4% | +417+11.0% | Added | History |
| BRK.BBerkshire Hathaway Inc | Stock | 6,679 | $2.06M | 0.4% | +90+1.4% | Added | History |
| LMTLockheed Martin Corp | Stock | 4,146 | $1.96M | 0.4% | +799+23.9% | Added | History |
| WMWaste Management Inc | Stock | 11,964 | $1.95M | 0.4% | +3,493+41.2% | Added | History |
| iShares Core S&P Small Cap ETF464287804 | ETF | 19,946 | $1.93M | 0.4% | +175+0.9% | Added | – |
| PHParker-Hannifin Corp | Stock | 5,613 | $1.89M | 0.3% | −36−0.6% | Reduced | History |
| ULUnilever PLC | SPON ADR NEW | 36,055 | $1.87M | 0.3% | −297−0.8% | Reduced | History |
| RYRoyal Bank of Canada | Stock | 17,705 | $1.69M | 0.3% | −1,958−10.0% | Reduced | History |
| BLKBlackRock, Inc. | COM | 2,428 | $1.62M | 0.3% | +651+36.6% | Added | History |
| USBUS Bancorp DE | COM NEW | 44,993 | $1.62M | 0.3% | −6,841−13.2% | Reduced | History |
| ZBHZimmer Biomet Holdings, Inc. | Stock | 12,301 | $1.59M | 0.3% | −170−1.4% | Reduced | History |
| FDXFedEx Corp | Stock | 6,921 | $1.58M | 0.3% | +2,058+42.3% | Added | History |
| PFEPfizer Inc | Stock | 38,449 | $1.57M | 0.3% | +7,556+24.5% | Added | History |
| FCXFreeport-McMoran Inc | Stock | 37,390 | $1.53M | 0.3% | +2,993+8.7% | Added | History |
| XOMExxonMobil Holdings Corp | COM | 13,926 | $1.53M | 0.3% | +2,895+26.2% | Added | History |
| Vanguard S&P 500 ETF922908363 | ETF | 4,036 | $1.52M | 0.3% | +73+1.8% | Added | – |
| CLColgate Palmolive Co | Stock | 19,983 | $1.50M | 0.3% | −816−3.9% | Reduced | History |
| NEENextera Energy Inc | Stock | 18,964 | $1.46M | 0.3% | +5,043+36.2% | Added | History |
| ALLEAllegion plc | ORD SHS | 13,680 | $1.46M | 0.3% | −3,362−19.7% | Reduced | History |
| CATCaterpillar Inc | Stock | 6,181 | $1.41M | 0.3% | −117−1.9% | Reduced | History |
| PPLPPL Corp | COM | 50,031 | $1.39M | 0.3% | −18,082−26.5% | Reduced | History |
| iShares Select Dividend ETF464287168 | ETF | 11,771 | $1.38M | 0.3% | −287−2.4% | Reduced | – |
| KRNYKearny Financial Corp. | COM | 166,946 | $1.36M | 0.2% | 00.0% | Unchanged | History |
| iShares Tr464287622 | RUS 1000 ETF | 5,980 | $1.35M | 0.2% | 00.0% | Unchanged | – |
| TTEKTetra Tech Inc | COM | 9,013 | $1.32M | 0.2% | +9,013 | New | History |
Sold out since Q4 2022 (10)
Positions held at the end of Q4 2022 that are gone from this filing.
| Security | Class | Shares in Q4 2022 | Value in Q4 2022 | % of portfolio in Q4 2022 | History |
|---|---|---|---|---|---|
| TTCToro Co | COM | 4,547 | $514.7K | 0.1% | History |
| OTISOtis Worldwide Corp | Stock | 5,832 | $456.7K | 0.1% | History |
| Vanguard Intermediate-Term Corporate Bond ETF92206C870 | ETF | 3,572 | $276.8K | 0.1% | – |
| iShares Core U.S. Aggregate Bond ETF464287226 | ETF | 2,711 | $262.9K | 0.1% | – |
| NVSNovartis AG | ADR | 2,771 | $251.4K | <0.1% | History |
| State Street Industrial Select Sector SPDR ETF81369Y704 | ETF | 2,498 | $245.4K | <0.1% | – |
| RPMRPM International Inc | COM | 2,159 | $210.4K | <0.1% | History |
| Invesco Exch Traded FD Tr II46138E578 | KBW REGL BKG | 3,641 | $207.5K | <0.1% | – |
| CEGConstellation Energy Corp | Stock | 2,325 | $200.4K | <0.1% | History |
| RCSPIMCO Strategic Income Fund, Inc. | CEF | 31,967 | $157.9K | <0.1% | History |