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 |
|---|---|---|---|---|---|---|---|
| Invesco Exch TRD SLF Idx FD46138J460 | INVSCO 30 CORP | 70,064 | $1.16M | 0.2% | +7,853+12.6% | Added | – |
| DLRDigital Realty Trust, Inc. | COM | 8,146 | $1.17M | 0.2% | +6,591+423.9% | Added | History |
| Invesco Exch TRD SLF Idx FD46138J429 | BULETSHS 2031 CP | 72,514 | $1.18M | 0.2% | +8,934+14.1% | Added | – |
| Invesco Exch TRD SLF Idx FD46138J643 | INVSCO BLSH 28 | 59,772 | $1.22M | 0.2% | +5,797+10.7% | Added | – |
| iShares MSCI Eafe ETF464287465 | ETF | 15,195 | $1.24M | 0.2% | −1,672−9.9% | Reduced | – |
| iShares S&P Mid-Cap 400 Growth ETF464287606 | ETF | 15,805 | $1.32M | 0.2% | −351−2.2% | Reduced | – |
| QCOMQualcomm Inc | Stock | 9,276 | $1.42M | 0.2% | −1,597−14.7% | Reduced | History |
| SPGIS&P Global Inc. | Stock | 2,822 | $1.43M | 0.2% | −169−5.7% | Reduced | History |
| FDXFedEx Corp | Stock | 6,070 | $1.48M | 0.2% | −873−12.6% | Reduced | History |
| ARWArrow Electronics, Inc. | COM | 14,328 | $1.49M | 0.2% | −2,634−15.5% | Reduced | History |
| HONHoneywell International Inc | COM | 7,082 | $1.50M | 0.2% | −343−4.6% | Reduced | History |
| Vanguard S&P 500 ETF922908363 | ETF | 3,137 | $1.61M | 0.2% | −530−14.5% | Reduced | – |
| iShares Tr464287234 | MSCI EMG MKT ETF | 38,173 | $1.67M | 0.2% | −2,597−6.4% | Reduced | – |
| DHRDanaher Corp | Stock | 8,175 | $1.68M | 0.2% | −199−2.4% | Reduced | History |
| iShares Core S&P Small Cap ETF464287804 | ETF | 16,411 | $1.72M | 0.2% | −667−3.9% | Reduced | – |
| SPYSPDR S&P 500 ETF Trust | ETF | 3,184 | $1.78M | 0.2% | −125−3.8% | Reduced | History |
| BRK.BBerkshire Hathaway Inc | Stock | 3,389 | $1.80M | 0.3% | −482−12.5% | Reduced | History |
| GSGoldman Sachs Group Inc | Stock | 3,315 | $1.81M | 0.3% | −72−2.1% | Reduced | History |
| iShares Tr464287622 | RUS 1000 ETF | 6,019 | $1.85M | 0.3% | 00.0% | Unchanged | – |
| Invesco Exch TRD SLF Idx FD46138J783 | BULSHS 2027 CB | 94,922 | $1.86M | 0.3% | +11,823+14.2% | Added | – |
| MDLZMondelez International, Inc. | Stock | 27,966 | $1.90M | 0.3% | +200+0.7% | Added | History |
| CATCaterpillar Inc | Stock | 6,087 | $2.01M | 0.3% | −166−2.7% | Reduced | History |
| JNJJohnson & Johnson | Stock | 12,471 | $2.07M | 0.3% | −1,045−7.7% | Reduced | History |
| Invesco Exch TRD SLF Idx FD46138J791 | BULSHS 2026 CB | 106,854 | $2.08M | 0.3% | +13,609+14.6% | Added | – |
| PNCPNC Financial Services Group, Inc. | Stock | 11,918 | $2.09M | 0.3% | −116−1.0% | Reduced | History |
| PGProcter & Gamble Co | Stock | 12,764 | $2.18M | 0.3% | −1,258−9.0% | Reduced | History |
| FITBFifth Third Bancorp | COM | 56,055 | $2.20M | 0.3% | −4,817−7.9% | Reduced | History |
| METAMeta Platforms, Inc. | Stock | 3,940 | $2.27M | 0.3% | −10.0% | Reduced | History |
| TMOThermo Fisher Scientific Inc. | Stock | 4,753 | $2.37M | 0.3% | −590−11.0% | Reduced | History |
| Schwab U.S. Mid-Cap ETF808524508 | ETF | 90,395 | $2.37M | 0.3% | −3,877−4.1% | Reduced | – |
| PSXPhillips 66 | Stock | 19,325 | $2.39M | 0.3% | −2,832−12.8% | Reduced | History |
| COPConocoPhillips | Stock | 23,897 | $2.51M | 0.3% | −4,637−16.3% | Reduced | History |
| PHParker-Hannifin Corp | Stock | 4,214 | $2.56M | 0.4% | −109−2.5% | Reduced | History |
| FCXFreeport-McMoran Inc | Stock | 71,077 | $2.69M | 0.4% | −192−0.3% | Reduced | History |
| RTXRTX Corp | Stock | 20,746 | $2.75M | 0.4% | −973−4.5% | Reduced | History |
| COFCapital One Financial Corp | Stock | 15,448 | $2.77M | 0.4% | −895−5.5% | Reduced | History |
| HDHome Depot, Inc. | Stock | 7,608 | $2.79M | 0.4% | −626−7.6% | Reduced | History |
| LINLinde PLC | Stock | 6,063 | $2.82M | 0.4% | −661−9.8% | Reduced | History |
| TELTE Connectivity plc | Stock | 20,213 | $2.86M | 0.4% | −616−3.0% | Reduced | History |
| Invesco QQQ Trust Series I46090E103 | ETF | 6,108 | $2.86M | 0.4% | −73−1.2% | Reduced | – |
| Vanguard Index FDS922908652 | EXTEND MKT ETF | 17,280 | $2.98M | 0.4% | −1,142−6.2% | Reduced | – |
| CEGConstellation Energy Corp | Stock | 15,173 | $3.06M | 0.4% | +14,049+1,249.9% | Added | History |
| MRSHMarsh & McLennan Companies, Inc. | Stock | 12,895 | $3.15M | 0.4% | −617−4.6% | Reduced | History |
| ABBVAbbVie Inc. | Stock | 15,267 | $3.20M | 0.4% | −769−4.8% | Reduced | History |
| PHMPultegroup Inc | COM | 31,198 | $3.21M | 0.4% | −436−1.4% | Reduced | History |
| GOOGAlphabet Inc. | Stock | 21,599 | $3.37M | 0.5% | −2,321−9.7% | Reduced | History |
| STZConstellation Brands, Inc. | Stock | 18,836 | $3.46M | 0.5% | −599−3.1% | Reduced | History |
| LOWLowes Companies Inc | Stock | 15,094 | $3.52M | 0.5% | −813−5.1% | Reduced | History |
| iShares S&P Mid-Cap 400 Value ETF464287705 | ETF | 29,833 | $3.57M | 0.5% | −401−1.3% | Reduced | – |
| TTEKTetra Tech Inc | COM | 128,783 | $3.77M | 0.5% | +4,864+3.9% | Added | History |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 67,753 | $3.95M | 0.5% | −731−1.1% | Reduced | – |
| XOMExxonMobil Holdings Corp | COM | 34,136 | $4.06M | 0.6% | +1,664+5.1% | Added | History |
| AMGNAmgen Inc | Stock | 13,899 | $4.33M | 0.6% | −243−1.7% | Reduced | History |
| LRCXLam Research Corp | Stock | 60,171 | $4.37M | 0.6% | −4,304−6.7% | Reduced | History |
| APDAir Products & Chemicals, Inc. | Stock | 16,261 | $4.80M | 0.7% | −996−5.8% | Reduced | History |
| ORCLOracle Corp | Stock | 34,640 | $4.84M | 0.7% | −615−1.7% | Reduced | History |
| MRKMerck & Co., Inc. | Stock | 54,165 | $4.86M | 0.7% | +7,648+16.4% | Added | History |
| Vanguard Morningstar Small-Cap Growth ETF922908595 | ETF | 20,732 | $5.22M | 0.7% | −634−3.0% | Reduced | – |
| DEDeere & Co | Stock | 11,217 | $5.26M | 0.7% | +630+6.0% | Added | History |
| TTTrane Technologies plc | SHS | 15,647 | $5.27M | 0.7% | −458−2.8% | Reduced | History |
| ELVElevance Health, Inc. | Stock | 12,283 | $5.34M | 0.7% | −855−6.5% | Reduced | History |
| WMWaste Management Inc | Stock | 23,870 | $5.53M | 0.8% | +1,300+5.8% | Added | History |
| BLKBlackRock, Inc. | Stock | 6,193 | $5.86M | 0.8% | +534+9.4% | Added | History |
| TRGPTarga Resources Corp. | COM | 29,983 | $6.01M | 0.8% | +573+1.9% | Added | History |
| CSLCarlisle Companies Inc | COM | 17,664 | $6.01M | 0.8% | −1,242−6.6% | Reduced | History |
| CVXChevron Corp | Stock | 36,475 | $6.10M | 0.8% | −501−1.4% | Reduced | History |
| MAMastercard Inc | Stock | 11,408 | $6.25M | 0.9% | −193−1.7% | Reduced | History |
| UNHUnitedHealth Group Inc | Stock | 12,532 | $6.56M | 0.9% | −46−0.4% | Reduced | History |
| COSTCostco Wholesale Corp | Stock | 7,146 | $6.76M | 0.9% | −202−2.7% | Reduced | History |
| iShares Tr46434V100 | 0-5YR INVT GR CP | 137,229 | $6.90M | 1.0% | −20,998−13.3% | Reduced | – |
| SYKStryker Corp | Stock | 19,831 | $7.38M | 1.0% | −966−4.6% | Reduced | History |
| iShares Core MSCI Emerging Markets ETF46434G103 | ETF | 137,156 | $7.40M | 1.0% | −1,509−1.1% | Reduced | – |
| PEPPepsiCo Inc | Stock | 49,479 | $7.42M | 1.0% | −2,850−5.4% | Reduced | History |
| CMGChipotle Mexican Grill Inc | COM | 158,461 | $7.96M | 1.1% | +15,905+11.2% | Added | History |
| DHIHorton D R Inc | COM | 64,152 | $8.16M | 1.1% | +6,804+11.9% | Added | History |
| LLYEli Lilly & Co | Stock | 9,955 | $8.22M | 1.1% | +392+4.1% | Added | History |
| TTWOTake Two Interactive Software Inc | COM | 40,006 | $8.29M | 1.2% | +3,480+9.5% | Added | History |
| TJXTJX Companies Inc | Stock | 69,005 | $8.40M | 1.2% | −3,095−4.3% | Reduced | History |
| ETNEaton Corp plc | Stock | 31,793 | $8.64M | 1.2% | +1,083+3.5% | Added | History |
| BACBank of America Corp | Stock | 217,255 | $9.07M | 1.3% | +9,169+4.4% | Added | History |
| CBChubb Ltd | Stock | 30,142 | $9.10M | 1.3% | +1,594+5.6% | Added | History |
| CORCencora, Inc. | Stock | 37,918 | $10.5M | 1.5% | +691+1.9% | Added | History |
| CRMSalesforce, Inc. | Stock | 45,968 | $12.3M | 1.7% | +9,267+25.2% | Added | History |
| AMZNAmazon Com Inc | Stock | 76,437 | $14.5M | 2.0% | +921+1.2% | Added | History |
| Vanguard Ftse All-World Ex-US Index Fund922042775 | ETF | 249,218 | $15.1M | 2.1% | −10,807−4.2% | Reduced | – |
| TMUST-Mobile US, Inc. | Stock | 58,077 | $15.5M | 2.2% | +4,438+8.3% | Added | History |
| JPMJPMorgan Chase & Co | Stock | 66,074 | $16.2M | 2.3% | +284+0.4% | Added | History |
| GOOGLAlphabet Inc. | Stock | 105,413 | $16.3M | 2.3% | +1,971+1.9% | Added | History |
| ACNAccenture plc | Stock | 52,502 | $16.4M | 2.3% | +3,072+6.2% | Added | History |
| State Street SPDR Bloomberg Convertible Securities ETF78464A359 | ETF | 224,733 | $17.2M | 2.4% | +2,285+1.0% | Added | – |
| VVisa Inc. | Stock | 49,924 | $17.5M | 2.4% | −243−0.5% | Reduced | History |
| NVDANVIDIA Corp | Stock | 215,883 | $23.4M | 3.3% | +7,104+3.4% | Added | History |
| iShares Core S&P 500 ETF464287200 | ETF | 50,176 | $28.2M | 3.9% | +1,051+2.1% | Added | – |
| MSFTMicrosoft Corp | Stock | 79,689 | $29.9M | 4.2% | +1,511+1.9% | Added | History |
| iShares Russell Midcap ETF464287499 | ETF | 391,021 | $33.3M | 4.6% | +7,518+2.0% | Added | – |
| AAPLApple Inc. | Stock | 177,344 | $39.4M | 5.5% | +898+0.5% | Added | History |
| iShares Russell 2000 ETF464287655 | ETF | 240,109 | $47.9M | 6.7% | +5,115+2.2% | 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% | – |