River Wealth Advisors LLC
- SEC CIK
- 0001642570
- Latest filing
- Aug 4, 2026
Holdings in Q2 2023
Holdings as of Jun 30, 2023, filed Aug 9, 2023. Long positions only; changes compare share counts with Q1 2023.
- Positions
- 211
- +4 vs. Q1 2023
- Portfolio value
- $589.4M
- +$39.8M (+7.2%) vs. Q1 2023
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| State Street Energy Select Sector SPDR ETF81369Y506 | ETF | 13,520 | $1.10M | 0.2% | −736−5.2% | Reduced | – |
| METAMeta Platforms, Inc. | Stock | 3,953 | $1.13M | 0.2% | −21−0.5% | Reduced | History |
| PPLPPL Corp | COM | 43,900 | $1.16M | 0.2% | −6,131−12.3% | Reduced | History |
| NINisource Inc. | COM | 42,821 | $1.17M | 0.2% | +8,079+23.3% | Added | History |
| KRNYKearny Financial Corp. | COM | 166,946 | $1.18M | 0.2% | 00.0% | Unchanged | History |
| TMToyota Motor Corp | ADS | 7,348 | $1.18M | 0.2% | −220−2.9% | Reduced | History |
| GSGoldman Sachs Group Inc | Stock | 3,679 | $1.19M | 0.2% | +486+15.2% | Added | History |
| iShares Select Dividend ETF464287168 | ETF | 10,656 | $1.21M | 0.2% | −1,115−9.5% | Reduced | – |
| MCDMcDonalds Corp | Stock | 4,366 | $1.30M | 0.2% | −27−0.6% | Reduced | History |
| CSCOCisco Systems, Inc. | Stock | 25,204 | $1.30M | 0.2% | +393+1.6% | Added | History |
| PFEPfizer Inc | Stock | 35,969 | $1.32M | 0.2% | −2,480−6.5% | Reduced | History |
| ABTAbbott Laboratories | Stock | 12,120 | $1.32M | 0.2% | +8,304+217.6% | Added | History |
| SPGIS&P Global Inc. | Stock | 3,400 | $1.36M | 0.2% | −286−7.8% | Reduced | History |
| USBUS Bancorp DE | COM NEW | 43,642 | $1.44M | 0.2% | −1,351−3.0% | Reduced | History |
| iShares Tr464287622 | RUS 1000 ETF | 5,980 | $1.46M | 0.2% | 00.0% | Unchanged | – |
| ALLEAllegion plc | ORD SHS | 12,396 | $1.49M | 0.3% | −1,284−9.4% | Reduced | History |
| SPYSPDR S&P 500 ETF Trust | ETF | 3,370 | $1.49M | 0.3% | +254+8.2% | Added | History |
| CATCaterpillar Inc | Stock | 6,081 | $1.50M | 0.3% | −100−1.6% | Reduced | History |
| CLColgate Palmolive Co | Stock | 19,726 | $1.52M | 0.3% | −257−1.3% | Reduced | History |
| Vanguard S&P 500 ETF922908363 | ETF | 3,750 | $1.53M | 0.3% | −286−7.1% | Reduced | – |
| RYRoyal Bank of Canada | Stock | 16,170 | $1.54M | 0.3% | −1,535−8.7% | Reduced | History |
| FCXFreeport-McMoran Inc | Stock | 41,529 | $1.66M | 0.3% | +4,139+11.1% | Added | History |
| SUMSummit Materials, Inc. | CL A | 43,906 | $1.66M | 0.3% | −137−0.3% | Reduced | History |
| NEENextera Energy Inc | Stock | 22,732 | $1.69M | 0.3% | +3,768+19.9% | Added | History |
| ZBHZimmer Biomet Holdings, Inc. | Stock | 11,620 | $1.69M | 0.3% | −681−5.5% | Reduced | History |
| XOMExxonMobil Holdings Corp | COM | 16,056 | $1.72M | 0.3% | +2,130+15.3% | Added | History |
| NKENIKE, Inc. | Stock | 15,859 | $1.75M | 0.3% | −3,701−18.9% | Reduced | History |
| ULUnilever PLC | SPON ADR NEW | 34,475 | $1.80M | 0.3% | −1,580−4.4% | Reduced | History |
| BLKBlackRock, Inc. | COM | 2,684 | $1.85M | 0.3% | +256+10.5% | Added | History |
| FDXFedEx Corp | Stock | 7,579 | $1.88M | 0.3% | +658+9.5% | Added | History |
| HUNHuntsman CORP | COM | 69,686 | $1.88M | 0.3% | −17,667−20.2% | Reduced | History |
| TFCTruist Financial Corp | COM | 62,597 | $1.90M | 0.3% | −72−0.1% | Reduced | History |
| iShares Core S&P Small Cap ETF464287804 | ETF | 19,903 | $1.98M | 0.3% | −43−0.2% | Reduced | – |
| LMTLockheed Martin Corp | Stock | 4,341 | $2.00M | 0.3% | +195+4.7% | Added | History |
| PHParker-Hannifin Corp | Stock | 5,225 | $2.04M | 0.3% | −388−6.9% | Reduced | History |
| TTEKTetra Tech Inc | COM | 12,858 | $2.11M | 0.4% | +3,845+42.7% | Added | History |
| AEPAmerican Electric Power Co Inc | Stock | 25,451 | $2.14M | 0.4% | −636−2.4% | Reduced | History |
| PGProcter & Gamble Co | Stock | 14,600 | $2.22M | 0.4% | −394−2.6% | Reduced | History |
| WMWaste Management Inc | Stock | 13,225 | $2.29M | 0.4% | +1,261+10.5% | Added | History |
| PNCPNC Financial Services Group, Inc. | Stock | 18,388 | $2.32M | 0.4% | −5,863−24.2% | Reduced | History |
| BRK.BBerkshire Hathaway Inc | Stock | 6,795 | $2.32M | 0.4% | +116+1.7% | Added | History |
| HONHoneywell International Inc | COM | 11,293 | $2.34M | 0.4% | −689−5.8% | Reduced | History |
| RTXRTX Corp | Stock | 24,618 | $2.41M | 0.4% | −43−0.2% | Reduced | History |
| COSTCostco Wholesale Corp | Stock | 4,617 | $2.49M | 0.4% | +426+10.2% | Added | History |
| Schwab U.S. Mid-Cap ETF808524508 | ETF | 35,408 | $2.52M | 0.4% | +171+0.5% | Added | – |
| DEDeere & Co | Stock | 6,440 | $2.61M | 0.4% | +499+8.4% | Added | History |
| PSXPhillips 66 | Stock | 27,520 | $2.62M | 0.4% | −745−2.6% | Reduced | History |
| iShares MSCI Eafe ETF464287465 | ETF | 36,264 | $2.63M | 0.4% | −3,766−9.4% | Reduced | – |
| ABBVAbbVie Inc. | Stock | 19,747 | $2.66M | 0.5% | −627−3.1% | Reduced | History |
| TMUST-Mobile US, Inc. | Stock | 19,515 | $2.71M | 0.5% | +3,970+25.5% | Added | History |
| COFCapital One Financial Corp | Stock | 24,852 | $2.72M | 0.5% | −702−2.7% | Reduced | History |
| iShares Tr464287234 | MSCI EMG MKT ETF | 69,375 | $2.74M | 0.5% | −1,177−1.7% | Reduced | – |
| DHRDanaher Corp | Stock | 11,502 | $2.76M | 0.5% | −458−3.8% | Reduced | History |
| FITBFifth Third Bancorp | COM | 109,404 | $2.87M | 0.5% | −2,052−1.8% | Reduced | History |
| QCOMQualcomm Inc | Stock | 24,873 | $2.96M | 0.5% | −5,197−17.3% | Reduced | History |
| MRSHMarsh & McLennan Companies, Inc. | Stock | 15,939 | $3.00M | 0.5% | −180−1.1% | Reduced | History |
| HDHome Depot, Inc. | Stock | 9,932 | $3.09M | 0.5% | −241−2.4% | Reduced | History |
| JNJJohnson & Johnson | Stock | 18,767 | $3.11M | 0.5% | −368−1.9% | Reduced | History |
| AMDAdvanced Micro Devices Inc | Stock | 27,855 | $3.17M | 0.5% | +3,391+13.9% | Added | History |
| LINLinde PLC | Stock | 8,631 | $3.29M | 0.6% | −332−3.7% | Reduced | History |
| Invesco QQQ Trust Series I46090E103 | ETF | 9,177 | $3.39M | 0.6% | −480−5.0% | Reduced | – |
| MRKMerck & Co., Inc. | Stock | 29,667 | $3.42M | 0.6% | +3,219+12.2% | Added | History |
| CVSCVS Health Corp | Stock | 49,864 | $3.45M | 0.6% | +2,634+5.6% | Added | History |
| Vanguard Index FDS922908652 | EXTEND MKT ETF | 23,333 | $3.47M | 0.6% | −300−1.3% | Reduced | – |
| CMCSAComcast Corp | Stock | 83,880 | $3.49M | 0.6% | +654+0.8% | Added | History |
| CBChubb Ltd | Stock | 18,355 | $3.53M | 0.6% | +1,233+7.2% | Added | History |
| PHMPultegroup Inc | COM | 46,495 | $3.61M | 0.6% | −1,097−2.3% | Reduced | History |
| GOOGAlphabet Inc. | Stock | 30,413 | $3.68M | 0.6% | +100.0% | Added | History |
| iShares S&P Mid-Cap 400 Value ETF464287705 | ETF | 34,397 | $3.68M | 0.6% | −620−1.8% | Reduced | – |
| COPConocoPhillips | Stock | 35,591 | $3.69M | 0.6% | −968−2.6% | Reduced | History |
| PLDPrologis, Inc. | REIT | 30,844 | $3.78M | 0.6% | −1,317−4.1% | Reduced | History |
| AMGNAmgen Inc | Stock | 17,081 | $3.79M | 0.6% | −394−2.3% | Reduced | History |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 14,714 | $3.85M | 0.7% | −243−1.6% | Reduced | – |
| TTTrane Technologies plc | SHS | 21,016 | $4.02M | 0.7% | −1,153−5.2% | Reduced | History |
| ARWArrow Electronics, Inc. | COM | 29,238 | $4.19M | 0.7% | 00.0% | Unchanged | History |
| ORCLOracle Corp | Stock | 36,049 | $4.29M | 0.7% | −1,238−3.3% | Reduced | History |
| STZConstellation Brands, Inc. | Stock | 17,632 | $4.34M | 0.7% | +383+2.2% | Added | History |
| UNHUnitedHealth Group Inc | Stock | 9,195 | $4.42M | 0.7% | +444+5.1% | Added | History |
| LRCXLam Research Corp | COM | 6,964 | $4.48M | 0.8% | +717+11.5% | Added | History |
| TJXTJX Companies Inc | Stock | 55,174 | $4.68M | 0.8% | +3,324+6.4% | Added | History |
| TELTE Connectivity plc | REG SHS | 34,142 | $4.79M | 0.8% | −496−1.4% | Reduced | History |
| DISWalt Disney Co | Stock | 54,166 | $4.84M | 0.8% | −233−0.4% | Reduced | History |
| BACBank of America Corp | Stock | 170,320 | $4.89M | 0.8% | +5,090+3.1% | Added | History |
| TMOThermo Fisher Scientific Inc. | Stock | 9,657 | $5.04M | 0.9% | +275+2.9% | Added | History |
| CVXChevron Corp | Stock | 33,056 | $5.20M | 0.9% | +198+0.6% | Added | History |
| CSLCarlisle Companies Inc | COM | 21,088 | $5.41M | 0.9% | +279+1.3% | Added | History |
| Vanguard Morningstar Small-Cap Growth ETF922908595 | ETF | 23,939 | $5.50M | 0.9% | −475−1.9% | Reduced | – |
| ETNEaton Corp plc | Stock | 28,151 | $5.66M | 1.0% | −27−0.1% | Reduced | History |
| CORCencora, Inc. | Stock | 29,841 | $5.74M | 1.0% | +1,375+4.8% | Added | History |
| MAMastercard Inc | Stock | 15,072 | $5.93M | 1.0% | −559−3.6% | Reduced | History |
| NVDANVIDIA Corp | Stock | 14,586 | $6.17M | 1.0% | +2,866+24.5% | Added | History |
| DHIHorton D R Inc | COM | 52,932 | $6.44M | 1.1% | +347+0.7% | Added | History |
| APDAir Products & Chemicals, Inc. | Stock | 22,034 | $6.60M | 1.1% | −363−1.6% | Reduced | History |
| LOWLowes Companies Inc | Stock | 29,371 | $6.63M | 1.1% | +66+0.2% | Added | History |
| ELVElevance Health, Inc. | Stock | 15,516 | $6.89M | 1.2% | −544−3.4% | Reduced | History |
| iShares Core MSCI Emerging Markets ETF46434G103 | ETF | 156,840 | $7.73M | 1.3% | +8,574+5.8% | Added | – |
| SYKStryker Corp | Stock | 26,457 | $8.07M | 1.4% | −851−3.1% | Reduced | History |
| PEPPepsiCo Inc | Stock | 43,827 | $8.12M | 1.4% | +1,939+4.6% | Added | History |
| JPMJPMorgan Chase & Co | Stock | 56,281 | $8.19M | 1.4% | +1,802+3.3% | Added | History |
| AMZNAmazon Com Inc | Stock | 74,114 | $9.66M | 1.6% | +810+1.1% | Added | History |
Sold out since Q1 2023 (1)
Positions held at the end of Q1 2023 that are gone from this filing.