River Wealth Advisors LLC
- SEC CIK
- 0001642570
- Latest filing
- Aug 4, 2026
Holdings in Q4 2024
Holdings as of Dec 31, 2024, filed Feb 13, 2025. Long positions only; changes compare share counts with Q3 2024.
- Positions
- 206
- −2 vs. Q3 2024
- Portfolio value
- $754.4M
- +$4.22M (+0.6%) vs. Q3 2024
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| Schwab U.S. Broad Market ETF808524102 | ETF | 8,988 | $204.0K | <0.1% | −1,632−15.4% | ReducedConverted for a 3-for-1 split | – |
| NUENucor Corp | COM | 1,755 | $204.9K | <0.1% | −210−10.7% | Reduced | History |
| Fidelity Covington Trust316092873 | MSCI COMMNTN SVC | 3,504 | $205.7K | <0.1% | +3,504 | New | – |
| Fidelity Covington Trust316092709 | MSCI INDL INDX | 2,996 | $210.6K | <0.1% | −215−6.7% | Reduced | – |
| EMREmerson Electric Co | Stock | 1,705 | $211.3K | <0.1% | −183−9.7% | Reduced | History |
| RPMRPM International Inc | COM | 1,796 | $221.0K | <0.1% | −130−6.7% | Reduced | History |
| BRBroadridge Financial Solutions, Inc. | Stock | 1,005 | $227.2K | <0.1% | 00.0% | Unchanged | History |
| Fidelity Comwlth Tr315912808 | NASDAQ COMPSIT | 3,000 | $228.2K | <0.1% | +3,000 | New | – |
| WSOWatsco Inc | COM | 502 | $237.9K | <0.1% | +2+0.4% | Added | History |
| iShares Russell Mid-Cap Value ETF464287473 | ETF | 1,869 | $241.7K | <0.1% | +209+12.6% | Added | – |
| PPLPPL Corp | COM | 7,540 | $244.7K | <0.1% | +7,540 | New | History |
| CMCSAComcast Corp | Stock | 6,646 | $249.4K | <0.1% | −68,472−91.2% | Reduced | History |
| CEGConstellation Energy Corp | Stock | 1,124 | $251.5K | <0.1% | +85+8.2% | Added | History |
| AMATApplied Materials Inc | Stock | 1,553 | $252.5K | <0.1% | −407−20.8% | Reduced | History |
| Dimensional U.S. Core Equity 2 ETF25434V708 | ETF | 7,403 | $256.1K | <0.1% | +7,403 | New | – |
| MKCMcCormick & Co Inc | Stock | 3,395 | $258.8K | <0.1% | −90−2.6% | Reduced | History |
| AONAon plc | CL A | 727 | $261.1K | <0.1% | +1+0.1% | Added | History |
| iShares Russell 2000 Growth ETF464287648 | ETF | 920 | $264.8K | <0.1% | +76+9.0% | Added | – |
| Vanguard Morningstar Small-Cap Value ETF922908611 | ETF | 1,352 | $267.9K | <0.1% | −109−7.5% | Reduced | – |
| CMICummins Inc | Stock | 769 | $268.1K | <0.1% | 00.0% | Unchanged | History |
| DLRDigital Realty Trust, Inc. | COM | 1,555 | $275.7K | <0.1% | −574−27.0% | Reduced | History |
| AMPAmeriprise Financial Inc | COM | 519 | $276.3K | <0.1% | −101−16.3% | Reduced | History |
| MPCMarathon Petroleum Corp | Stock | 2,005 | $279.8K | <0.1% | −3−0.1% | Reduced | History |
| SNPSSynopsys Inc | COM | 577 | $280.1K | <0.1% | +5+0.9% | Added | History |
| DGXQuest Diagnostics Inc | COM | 1,869 | $281.9K | <0.1% | −4−0.2% | Reduced | History |
| ZBHZimmer Biomet Holdings, Inc. | Stock | 2,796 | $295.3K | <0.1% | −415−12.9% | Reduced | History |
| iShares Tr464288273 | EAFE SML CP ETF | 4,957 | $301.1K | <0.1% | −197−3.8% | Reduced | – |
| Schwab US Dividend Equity ETF808524797 | ETF | 11,239 | $307.0K | <0.1% | −671−5.6% | ReducedConverted for a 3-for-1 split | – |
| Invesco Exch TRD SLF Idx FD46139W783 | BULL 2034 CO ETF | 15,256 | $308.4K | <0.1% | +15,256 | New | – |
| TSLATesla, Inc. | Stock | 772 | $311.8K | <0.1% | −525−40.5% | Reduced | History |
| MSMorgan Stanley | Stock | 2,484 | $312.3K | <0.1% | −106−4.1% | Reduced | History |
| State Street Consumer Discretionary Select Sector SPDR ETF81369Y407 | ETF | 1,398 | $313.6K | <0.1% | −73−5.0% | Reduced | – |
| Fidelity MSCI Health Care Index ETF316092600 | ETF | 4,952 | $323.6K | <0.1% | +588+13.5% | Added | – |
| Fidelity MSCI Financials Index ETF316092501 | ETF | 4,748 | $326.1K | <0.1% | +238+5.3% | Added | – |
| MOG.AMoog Inc. | CL A | 1,800 | $354.3K | <0.1% | 00.0% | Unchanged | History |
| Vanguard Health Care ETF92204A504 | ETF | 1,476 | $374.5K | <0.1% | −76−4.9% | Reduced | – |
| SCHWSchwab Charles Corp | Stock | 5,119 | $378.8K | 0.1% | +9+0.2% | Added | History |
| SPDR Series Trust78464A763 | ST STR SP DIV | 2,899 | $383.0K | 0.1% | 00.0% | Unchanged | – |
| BROBrown & Brown, Inc. | Stock | 3,814 | $389.1K | 0.1% | −102−2.6% | Reduced | History |
| AJGArthur J. Gallagher & Co. | COM | 1,426 | $404.8K | 0.1% | −34−2.3% | Reduced | History |
| State Street Financial Select Sector SPDR ETF81369Y605 | ETF | 8,644 | $417.8K | 0.1% | −3,880−31.0% | Reduced | – |
| iShares Russell 1000 Growth ETF464287614 | ETF | 1,043 | $418.8K | 0.1% | 00.0% | Unchanged | – |
| BMYBristol Myers Squibb Co | Stock | 7,420 | $419.7K | 0.1% | −736−9.0% | Reduced | History |
| PEGPublic Service Enterprise Group Inc | COM | 4,993 | $421.9K | 0.1% | −8−0.2% | Reduced | History |
| AVGOBroadcom Inc. | Stock | 1,852 | $429.3K | 0.1% | +1,852 | New | History |
| TXNTexas Instruments Inc | Stock | 2,315 | $434.1K | 0.1% | −606−20.7% | Reduced | History |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 1,644 | $434.3K | 0.1% | −42−2.5% | Reduced | – |
| Vanguard High Dividend Yield Index ETF921946406 | ETF | 3,457 | $441.1K | 0.1% | −108−3.0% | Reduced | – |
| Schwab U.S. Small-Cap ETF808524607 | ETF | 17,254 | $446.2K | 0.1% | +2,426+16.4% | AddedConverted for a 2-for-1 split | – |
| iShares Core MSCI Eafe ETF46432F842 | ETF | 6,390 | $449.1K | 0.1% | +461+7.8% | Added | – |
| WMTWalmart Inc. | Stock | 5,092 | $460.1K | 0.1% | −180−3.4% | Reduced | History |
| TROWPrice T Rowe Group Inc | Stock | 4,209 | $476.0K | 0.1% | −511−10.8% | Reduced | History |
| Vanguard World FD921910873 | MEGA CAP INDEX | 2,263 | $481.3K | 0.1% | −50−2.2% | Reduced | – |
| KMBKimberly Clark Corp | Stock | 3,736 | $489.6K | 0.1% | −190−4.8% | Reduced | History |
| PPGPPG Industries Inc | Stock | 4,173 | $498.4K | 0.1% | −93−2.2% | Reduced | History |
| MTBM&T Bank Corp | COM | 2,665 | $501.0K | 0.1% | −90−3.3% | Reduced | History |
| Vanguard Information Technology ETF92204A702 | ETF | 853 | $530.4K | 0.1% | −174−16.9% | Reduced | – |
| iShares Core Dividend Growth ETF46434V621 | ETF | 8,700 | $533.7K | 0.1% | −559−6.0% | Reduced | – |
| Vanguard Morningstar Value ETF922908744 | ETF | 3,193 | $540.6K | 0.1% | −197−5.8% | Reduced | – |
| TMToyota Motor Corp | ADS | 2,784 | $541.8K | 0.1% | −230−7.6% | Reduced | History |
| TRVTravelers Companies, Inc. | Stock | 2,260 | $544.3K | 0.1% | −320−12.4% | Reduced | History |
| NFLXNetflix Inc | Stock | 625 | $557.1K | 0.1% | +5+0.8% | Added | History |
| SOSouthern Co | Stock | 6,774 | $557.6K | 0.1% | +21+0.3% | Added | History |
| KOCoca Cola Co | Stock | 8,993 | $559.9K | 0.1% | −1,384−13.3% | Reduced | History |
| GDGeneral Dynamics Corp | Stock | 2,242 | $590.6K | 0.1% | −3−0.1% | Reduced | History |
| ABTAbbott Laboratories | Stock | 5,238 | $592.4K | 0.1% | −108−2.0% | Reduced | History |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 12,674 | $606.1K | 0.1% | −145−1.1% | Reduced | – |
| CARRCarrier Global Corp | Stock | 8,881 | $606.2K | 0.1% | −833−8.6% | Reduced | History |
| Fidelity MSCI Information Technology Index ETF316092808 | ETF | 3,318 | $613.5K | 0.1% | −331−9.1% | Reduced | – |
| MASMasco Corp | COM | 8,703 | $631.6K | 0.1% | −1,552−15.1% | Reduced | History |
| MCDMcDonalds Corp | Stock | 2,265 | $656.6K | 0.1% | −657−22.5% | Reduced | History |
| MDYSPDR S&P Midcap 400 ETF Trust | ETF | 1,190 | $677.8K | 0.1% | −105−8.1% | Reduced | History |
| DFSDiscover Financial Services | COM | 3,916 | $678.4K | 0.1% | −80−2.0% | Reduced | History |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 15,553 | $685.0K | 0.1% | −720−4.4% | Reduced | – |
| HSYHershey Co | COM | 4,114 | $696.7K | 0.1% | −297−6.7% | Reduced | History |
| DISWalt Disney Co | Stock | 6,257 | $696.8K | 0.1% | −32,864−84.0% | Reduced | History |
| CICigna Group | Stock | 2,534 | $699.8K | 0.1% | +13+0.5% | Added | History |
| AVYAvery Dennison Corp | COM | 3,758 | $703.2K | 0.1% | 00.0% | Unchanged | History |
| UNPUnion Pacific Corp | Stock | 3,085 | $703.4K | 0.1% | −471−13.2% | Reduced | History |
| iShares Select Dividend ETF464287168 | ETF | 5,788 | $759.9K | 0.1% | −1,275−18.1% | Reduced | – |
| Invesco Exch TRD SLF Idx FD46139W825 | BUL 2033 COR ETF | 37,084 | $764.7K | 0.1% | +37,084 | New | – |
| TOLToll Brothers, Inc. | COM | 6,160 | $775.9K | 0.1% | −90−1.4% | Reduced | History |
| WFCWells Fargo & Company | Stock | 11,305 | $794.1K | 0.1% | −61−0.5% | Reduced | History |
| NSCNorfolk Southern Corp | Stock | 3,416 | $801.7K | 0.1% | +10.0% | Added | History |
| Vanguard Morningstar Growth ETF922908736 | ETF | 1,988 | $815.8K | 0.1% | −22−1.1% | Reduced | – |
| MCKMcKesson Corp | Stock | 1,463 | $833.8K | 0.1% | −6−0.4% | Reduced | History |
| ITWIllinois Tool Works Inc | Stock | 3,321 | $842.1K | 0.1% | −438−11.7% | Reduced | History |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 2,950 | $855.1K | 0.1% | +411+16.2% | Added | – |
| Invesco Exch TRD SLF Idx FD46138J825 | BULSHS 2025 CB | 41,795 | $863.1K | 0.1% | +41,795 | New | – |
| RYRoyal Bank of Canada | Stock | 7,327 | $883.0K | 0.1% | −426−5.5% | Reduced | History |
| IRIngersoll Rand Inc. | COM | 10,338 | $935.2K | 0.1% | +7+0.1% | Added | History |
| NINisource Inc. | COM | 25,807 | $948.7K | 0.1% | −2,098−7.5% | Reduced | History |
| Invesco Exch TRD SLF Idx FD46139W858 | BULLETSHS 2032 | 47,177 | $948.7K | 0.1% | +47,177 | New | – |
| Vanguard Morningstar Small-Cap ETF922908751 | ETF | 3,992 | $959.2K | 0.1% | −9−0.2% | Reduced | – |
| ALLEAllegion plc | ORD SHS | 7,753 | $1.01M | 0.1% | −1,001−11.4% | Reduced | History |
| Invesco Exch TRD SLF Idx FD46138J460 | INVSCO 30 CORP | 62,211 | $1.02M | 0.1% | +62,211 | New | – |
| Invesco Exch TRD SLF Idx FD46138J429 | BULETSHS 2031 CP | 63,580 | $1.02M | 0.1% | +63,580 | New | – |
| Invesco Exch TRD SLF Idx FD46138J577 | BULETSHS 2029 | 56,138 | $1.03M | 0.1% | +56,138 | New | – |
| ADPAutomatic Data Processing Inc | Stock | 3,674 | $1.08M | 0.1% | −301−7.6% | Reduced | History |
| ULUnilever PLC | SPON ADR NEW | 19,093 | $1.08M | 0.1% | −2,072−9.8% | Reduced | History |
Sold out since Q3 2024 (16)
Positions held at the end of Q3 2024 that are gone from this filing.
| Security | Class | Shares in Q3 2024 | Value in Q3 2024 | % of portfolio in Q3 2024 | History |
|---|---|---|---|---|---|
| Invesco Exch TRD SLF Idx FD46138J841 | BULSHS 2024 CB | 28,881 | $610.0K | 0.1% | – |
| iShares Core U.S. Aggregate Bond ETF464287226 | ETF | 4,102 | $415.4K | 0.1% | – |
| Invesco Exchange Traded FD T46137V357 | S&P500 EQL WGT | 1,732 | $310.3K | <0.1% | – |
| State Street Real Estate Select Sector SPDR ETF81369Y860 | ETF | 6,913 | $308.8K | <0.1% | – |
| iShares S&P 500 Value ETF464287408 | ETF | 1,559 | $307.4K | <0.1% | – |
| Schwab U.S. Large-Cap ETF808524201 | ETF | 4,351 | $295.2K | <0.1% | – |
| Global X FDS37954Y715 | RBTCS ARTFL INTE | 8,942 | $287.5K | <0.1% | – |
| AMTAmerican Tower Corp | REIT | 1,159 | $269.6K | <0.1% | History |
| HPQHP Inc | Stock | 6,926 | $248.4K | <0.1% | History |
| DDominion Energy, Inc | Stock | 4,268 | $246.7K | <0.1% | History |
| Invesco Exch Traded FD Tr II46138E537 | NATL AMT MUNI | 9,931 | $239.8K | <0.1% | – |
| Vanguard Scottsdale FDS92206C680 | VNG RUS1000GRW | 2,362 | $228.0K | <0.1% | – |
| Fidelity Covington Trust316092204 | MSCI CONSM DIS | 2,373 | $209.9K | <0.1% | – |
| CHRWC. H. Robinson Worldwide, Inc. | COM NEW | 1,866 | $205.9K | <0.1% | History |
| LHLabcorp Holdings Inc. | Stock | 903 | $201.8K | <0.1% | History |
| LXRXLexicon Pharmaceuticals, Inc. | COM NEW | 10,000 | $15.7K | <0.1% | History |