River Wealth Advisors LLC
- SEC CIK
- 0001642570
- Latest filing
- Aug 4, 2026
Holdings in Q1 2025
Holdings as of Mar 31, 2025, filed May 14, 2025. Long positions only; changes compare share counts with Q4 2024.
- Positions
- 197
- −9 vs. Q4 2024
- Portfolio value
- $719.5M
- −$34.9M (−4.6%) vs. Q4 2024
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| TSLATesla, Inc. | Stock | 782 | $202.7K | <0.1% | +10+1.3% | Added | History |
| Fidelity Comwlth Tr315912808 | NASDAQ COMPSIT | 3,000 | $204.2K | <0.1% | 00.0% | Unchanged | – |
| NUENucor Corp | COM | 1,697 | $204.3K | <0.1% | −58−3.3% | Reduced | History |
| CAHCardinal Health Inc | Stock | 1,510 | $208.0K | <0.1% | +1,510 | New | History |
| AMATApplied Materials Inc | Stock | 1,553 | $225.3K | <0.1% | 00.0% | Unchanged | History |
| BRBroadridge Financial Solutions, Inc. | Stock | 935 | $226.7K | <0.1% | −70−7.0% | Reduced | History |
| CMICummins Inc | Stock | 726 | $227.6K | <0.1% | −43−5.6% | Reduced | History |
| iShares Russell 2000 Growth ETF464287648 | ETF | 920 | $235.1K | <0.1% | 00.0% | Unchanged | – |
| iShares Russell Mid-Cap Value ETF464287473 | ETF | 1,869 | $235.4K | <0.1% | 00.0% | Unchanged | – |
| Dimensional U.S. Core Equity 2 ETF25434V708 | ETF | 7,403 | $244.2K | <0.1% | 00.0% | Unchanged | – |
| SNPSSynopsys Inc | COM | 577 | $247.4K | <0.1% | 00.0% | Unchanged | History |
| AMPAmeriprise Financial Inc | COM | 516 | $249.8K | <0.1% | −3−0.6% | Reduced | History |
| Vanguard Morningstar Small-Cap Value ETF922908611 | ETF | 1,341 | $249.8K | <0.1% | −11−0.8% | Reduced | – |
| WSOWatsco Inc | COM | 500 | $254.2K | <0.1% | −2−0.4% | Reduced | History |
| MKCMcCormick & Co Inc | Stock | 3,180 | $261.7K | <0.1% | −215−6.3% | Reduced | History |
| ZBHZimmer Biomet Holdings, Inc. | Stock | 2,326 | $263.2K | <0.1% | −470−16.8% | Reduced | History |
| State Street Consumer Discretionary Select Sector SPDR ETF81369Y407 | ETF | 1,391 | $274.7K | <0.1% | −7−0.5% | Reduced | – |
| Vanguard Information Technology ETF92204A702 | ETF | 519 | $281.5K | <0.1% | −334−39.2% | Reduced | – |
| MSMorgan Stanley | Stock | 2,445 | $285.3K | <0.1% | −39−1.6% | Reduced | History |
| AONAon plc | CL A | 719 | $286.9K | <0.1% | −8−1.1% | Reduced | History |
| iShares Tr464288273 | EAFE SML CP ETF | 4,564 | $290.0K | <0.1% | −393−7.9% | Reduced | – |
| PPLPPL Corp | COM | 8,032 | $290.0K | <0.1% | +492+6.5% | Added | History |
| DGXQuest Diagnostics Inc | COM | 1,719 | $290.8K | <0.1% | −150−8.0% | Reduced | History |
| MPCMarathon Petroleum Corp | Stock | 2,005 | $292.2K | <0.1% | 00.0% | Unchanged | History |
| Schwab US Dividend Equity ETF808524797 | ETF | 10,478 | $293.0K | <0.1% | −761−6.8% | Reduced | – |
| MOG.AMoog Inc. | CL A | 1,800 | $312.0K | <0.1% | 00.0% | Unchanged | History |
| Schwab U.S. Small-Cap ETF808524607 | ETF | 13,566 | $317.9K | <0.1% | −3,688−21.4% | Reduced | – |
| Fidelity MSCI Financials Index ETF316092501 | ETF | 4,597 | $319.6K | <0.1% | −151−3.2% | Reduced | – |
| AVGOBroadcom Inc. | Stock | 1,939 | $324.6K | <0.1% | +87+4.7% | Added | History |
| Fidelity MSCI Health Care Index ETF316092600 | ETF | 4,800 | $328.0K | <0.1% | −152−3.1% | Reduced | – |
| PEGPublic Service Enterprise Group Inc | COM | 4,124 | $339.4K | <0.1% | −869−17.4% | Reduced | History |
| NEENextera Energy Inc | Stock | 4,926 | $349.2K | <0.1% | −11,899−70.7% | Reduced | History |
| TROWPrice T Rowe Group Inc | Stock | 3,846 | $353.3K | <0.1% | −363−8.6% | Reduced | History |
| TXNTexas Instruments Inc | Stock | 2,018 | $362.5K | 0.1% | −297−12.8% | Reduced | History |
| Invesco Exch TRD SLF Idx FD46139W783 | BULL 2034 CO ETF | 18,058 | $369.9K | 0.1% | +2,802+18.4% | Added | – |
| iShares Russell 1000 Growth ETF464287614 | ETF | 1,043 | $376.6K | 0.1% | 00.0% | Unchanged | – |
| Vanguard Health Care ETF92204A504 | ETF | 1,429 | $378.3K | 0.1% | −47−3.2% | Reduced | – |
| SPDR Series Trust78464A763 | ST STR SP DIV | 2,899 | $393.3K | 0.1% | 00.0% | Unchanged | – |
| SCHWSchwab Charles Corp | Stock | 5,029 | $393.7K | 0.1% | −90−1.8% | Reduced | History |
| PPGPPG Industries Inc | Stock | 3,699 | $404.5K | 0.1% | −474−11.4% | Reduced | History |
| State Street Financial Select Sector SPDR ETF81369Y605 | ETF | 8,644 | $430.5K | 0.1% | 00.0% | Unchanged | – |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 1,686 | $435.9K | 0.1% | +42+2.6% | Added | – |
| Vanguard World FD921910873 | MEGA CAP INDEX | 2,213 | $445.7K | 0.1% | −50−2.2% | Reduced | – |
| Vanguard High Dividend Yield Index ETF921946406 | ETF | 3,457 | $445.8K | 0.1% | 00.0% | Unchanged | – |
| MTBM&T Bank Corp | COM | 2,504 | $447.6K | 0.1% | −161−6.0% | Reduced | History |
| BMYBristol Myers Squibb Co | Stock | 7,408 | $451.8K | 0.1% | −12−0.2% | Reduced | History |
| iShares Core MSCI Eafe ETF46432F842 | ETF | 5,975 | $452.0K | 0.1% | −415−6.5% | Reduced | – |
| BROBrown & Brown, Inc. | Stock | 3,814 | $474.5K | 0.1% | 00.0% | Unchanged | History |
| TMToyota Motor Corp | ADS | 2,695 | $475.7K | 0.1% | −89−3.2% | Reduced | History |
| AJGArthur J. Gallagher & Co. | COM | 1,399 | $483.0K | 0.1% | −27−1.9% | Reduced | History |
| iShares Core Dividend Growth ETF46434V621 | ETF | 8,350 | $515.9K | 0.1% | −350−4.0% | Reduced | – |
| MASMasco Corp | COM | 7,433 | $516.9K | 0.1% | −1,270−14.6% | Reduced | History |
| CARRCarrier Global Corp | Stock | 8,419 | $533.8K | 0.1% | −462−5.2% | Reduced | History |
| Fidelity MSCI Information Technology Index ETF316092808 | ETF | 3,406 | $549.2K | 0.1% | +88+2.7% | Added | – |
| Vanguard Morningstar Value ETF922908744 | ETF | 3,193 | $551.6K | 0.1% | 00.0% | Unchanged | – |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 12,237 | $553.8K | 0.1% | −3,316−21.3% | Reduced | – |
| TRVTravelers Companies, Inc. | Stock | 2,160 | $571.1K | 0.1% | −100−4.4% | Reduced | History |
| DISWalt Disney Co | Stock | 5,834 | $575.8K | 0.1% | −423−6.8% | Reduced | History |
| iShares Inc46434G822 | MSCI JAPAN ETF | 8,551 | $586.3K | 0.1% | +8,551 | New | – |
| NFLXNetflix Inc | Stock | 630 | $587.5K | 0.1% | +5+0.8% | Added | History |
| SOSouthern Co | Stock | 6,496 | $597.3K | 0.1% | −278−4.1% | Reduced | History |
| KOCoca Cola Co | Stock | 8,372 | $599.6K | 0.1% | −621−6.9% | Reduced | History |
| GDGeneral Dynamics Corp | Stock | 2,219 | $604.7K | 0.1% | −23−1.0% | Reduced | History |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 12,249 | $622.6K | 0.1% | −425−3.4% | Reduced | – |
| MDYSPDR S&P Midcap 400 ETF Trust | ETF | 1,183 | $631.1K | 0.1% | −7−0.6% | Reduced | History |
| AVYAvery Dennison Corp | COM | 3,646 | $648.9K | 0.1% | −112−3.0% | Reduced | History |
| TOLToll Brothers, Inc. | COM | 6,160 | $650.4K | 0.1% | 00.0% | Unchanged | History |
| MCDMcDonalds Corp | Stock | 2,131 | $665.7K | 0.1% | −134−5.9% | Reduced | History |
| DFSDiscover Financial Services | COM | 3,900 | $665.7K | 0.1% | −16−0.4% | Reduced | History |
| ABTAbbott Laboratories | Stock | 5,044 | $669.0K | 0.1% | −194−3.7% | Reduced | History |
| UNPUnion Pacific Corp | Stock | 2,843 | $671.5K | 0.1% | −242−7.8% | Reduced | History |
| KMBKimberly Clark Corp | Stock | 4,827 | $686.5K | 0.1% | +1,091+29.2% | Added | History |
| HSYHershey Co | COM | 4,216 | $721.0K | 0.1% | +102+2.5% | Added | History |
| RYRoyal Bank of Canada | Stock | 6,592 | $743.1K | 0.1% | −735−10.0% | Reduced | History |
| Vanguard Morningstar Growth ETF922908736 | ETF | 2,007 | $744.2K | 0.1% | +19+1.0% | Added | – |
| CCJCameco Corp | Stock | 18,490 | $761.0K | 0.1% | +18,490 | New | History |
| iShares Select Dividend ETF464287168 | ETF | 5,734 | $770.0K | 0.1% | −54−0.9% | Reduced | – |
| ITWIllinois Tool Works Inc | Stock | 3,166 | $785.2K | 0.1% | −155−4.7% | Reduced | History |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 2,875 | $790.2K | 0.1% | −75−2.5% | Reduced | – |
| NSCNorfolk Southern Corp | Stock | 3,370 | $798.2K | 0.1% | −46−1.3% | Reduced | History |
| IRIngersoll Rand Inc. | COM | 10,140 | $811.5K | 0.1% | −198−1.9% | Reduced | History |
| WFCWells Fargo & Company | Stock | 11,403 | $818.6K | 0.1% | +98+0.9% | Added | History |
| CICigna Group | Stock | 2,525 | $830.8K | 0.1% | −9−0.4% | Reduced | History |
| WMTWalmart Inc. | Stock | 9,792 | $859.7K | 0.1% | +4,700+92.3% | Added | History |
| Vanguard Morningstar Small-Cap ETF922908751 | ETF | 3,978 | $882.2K | 0.1% | −14−0.4% | Reduced | – |
| Invesco Exch TRD SLF Idx FD46139W825 | BUL 2033 COR ETF | 43,739 | $913.7K | 0.1% | +6,655+17.9% | Added | – |
| ALLEAllegion plc | ORD SHS | 7,047 | $919.4K | 0.1% | −706−9.1% | Reduced | History |
| Invesco Exch TRD SLF Idx FD46138J825 | BULSHS 2025 CB | 44,845 | $927.4K | 0.1% | +3,050+7.3% | Added | – |
| MCKMcKesson Corp | Stock | 1,391 | $936.1K | 0.1% | −72−4.9% | Reduced | History |
| PLDPrologis, Inc. | REIT | 8,654 | $967.4K | 0.1% | −2,007−18.8% | Reduced | History |
| ULUnilever PLC | SPON ADR NEW | 16,570 | $986.7K | 0.1% | −2,523−13.2% | Reduced | History |
| KRNYKearny Financial Corp. | COM | 166,946 | $1.05M | 0.1% | 00.0% | Unchanged | History |
| CSCOCisco Systems, Inc. | Stock | 17,301 | $1.07M | 0.1% | −1,142−6.2% | Reduced | History |
| CLColgate Palmolive Co | Stock | 11,417 | $1.07M | 0.1% | −1,555−12.0% | Reduced | History |
| State Street Technology Select Sector SPDR ETF81369Y803 | ETF | 5,182 | $1.07M | 0.1% | −77−1.5% | Reduced | – |
| State Street Energy Select Sector SPDR ETF81369Y506 | ETF | 11,514 | $1.08M | 0.1% | −1,377−10.7% | Reduced | – |
| ADPAutomatic Data Processing Inc | Stock | 3,576 | $1.09M | 0.2% | −98−2.7% | Reduced | History |
| Invesco Exch TRD SLF Idx FD46139W858 | BULLETSHS 2032 | 55,357 | $1.13M | 0.2% | +8,180+17.3% | Added | – |
| TFCTruist Financial Corp | COM | 28,040 | $1.15M | 0.2% | −3,516−11.1% | Reduced | History |
| Invesco Exch TRD SLF Idx FD46138J577 | BULETSHS 2029 | 62,680 | $1.16M | 0.2% | +6,542+11.7% | Added | – |
Sold out since Q4 2024 (12)
Positions held at the end of Q4 2024 that are gone from this filing.
| Security | Class | Shares in Q4 2024 | Value in Q4 2024 | % of portfolio in Q4 2024 | History |
|---|---|---|---|---|---|
| AMDAdvanced Micro Devices Inc | Stock | 29,606 | $3.58M | 0.5% | History |
| SUMSummit Materials, Inc. | CL A | 69,156 | $3.50M | 0.5% | History |
| NVONovo Nordisk A S | ADR | 21,343 | $1.84M | 0.2% | History |
| LMTLockheed Martin Corp | Stock | 3,033 | $1.47M | 0.2% | History |
| AEPAmerican Electric Power Co Inc | Stock | 14,709 | $1.36M | 0.2% | History |
| NINisource Inc. | COM | 25,807 | $948.7K | 0.1% | History |
| CMCSAComcast Corp | Stock | 6,646 | $249.4K | <0.1% | History |
| RPMRPM International Inc | COM | 1,796 | $221.0K | <0.1% | History |
| EMREmerson Electric Co | Stock | 1,705 | $211.3K | <0.1% | History |
| Fidelity Covington Trust316092709 | MSCI INDL INDX | 2,996 | $210.6K | <0.1% | – |
| Fidelity Covington Trust316092873 | MSCI COMMNTN SVC | 3,504 | $205.7K | <0.1% | – |
| Schwab U.S. Broad Market ETF808524102 | ETF | 8,988 | $204.0K | <0.1% | – |