River Wealth Advisors LLC Top Holdings and 13F Report (2025) About River Wealth Advisors LLCInvestment ActivityRiver Wealth Advisors LLC has $754.45 million in total holdings as of December 31, 2024.River Wealth Advisors LLC owns shares of 206 different stocks, but just 57 companies or ETFs make up 80% of its holdings.Approximately 8.07% of the portfolio was purchased this quarter.About 6.41% of the portfolio was sold this quarter.This quarter, River Wealth Advisors LLC has purchased 208 new stocks and bought additional shares in 60 stocks.River Wealth Advisors LLC sold shares of 122 stocks and completely divested from 18 stocks this quarter.Largest Holdings iShares Russell 2000 ETF $51,924,375Apple $44,185,611iShares Russell Mid-Cap ETF $33,901,647Microsoft $32,951,997iShares Core S&P 500 ETF $28,918,786 Largest New Holdings this Quarter BLACKROCK INC $5,800,751 HoldingLAM RESEARCH CORP $4,657,030 HoldingInvesco BulletShares 2027 Corporate Bond ETF $1,618,769 HoldingInvesco BulletShares 2028 Corporate Bond ETF $1,086,517 HoldingInvesco BulletShares 2029 Corporate Bond ETF $1,029,571 Holding Largest Purchases this Quarter Salesforce 24,473 shares (about $8.18M)BLACKROCK INC 5,659 shares (about $5.80M)LAM RESEARCH CORP 64,475 shares (about $4.66M)Take-Two Interactive Software 22,219 shares (about $4.09M)T-Mobile US 17,500 shares (about $3.86M) Largest Sales this Quarter iShares 0-5 Year Investment Grade Corporate Bond ETF 162,249 shares (about $8.07M)Walt Disney 32,864 shares (about $3.66M)Comcast 68,472 shares (about $2.57M)Advanced Micro Devices 20,085 shares (about $2.43M)Novo Nordisk A/S 13,645 shares (about $1.17M) Sector Allocation Over TimeMap of 500 Largest Holdings ofRiver Wealth Advisors LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorIWMiShares Russell 2000 ETF$51,924,375$2,424,820 ▲4.9%234,9946.9%FinanceAAPLApple$44,185,611$166,529 ▼-0.4%176,4465.9%Computer and TechnologyIWRiShares Russell Mid-Cap ETF$33,901,647$1,640,173 ▲5.1%383,5034.5%ETFMSFTMicrosoft$32,951,997$982,937 ▲3.1%78,1784.4%Computer and TechnologyIVViShares Core S&P 500 ETF$28,918,786$73,585 ▲0.3%49,1253.8%ETFNVDANVIDIA$28,036,992$971,725 ▼-3.3%208,7793.7%Computer and TechnologyGOOGLAlphabet$19,581,632$1,791,730 ▲10.1%103,4422.6%Computer and TechnologyACNAccenture$17,389,083$2,815,040 ▲19.3%49,4302.3%Computer and TechnologyCWBSPDR Bloomberg Convertible Securities ETF$17,326,513$465,783 ▲2.8%222,4482.3%ETFAMZNAmazon.com$16,567,355$27,643 ▲0.2%75,5162.2%Retail/WholesaleVVisa$15,854,874$494,606 ▲3.2%50,1672.1%Business ServicesJPMJPMorgan Chase & Co.$15,770,480$428,361 ▲2.8%65,7902.1%FinanceVEUVanguard FTSE All-World ex-US ETF$14,928,012$679,217 ▼-4.4%260,0252.0%ETFCRMSalesforce$12,270,312$8,182,103 ▲200.1%36,7011.6%Computer and TechnologyTMUST-Mobile US$11,839,803$3,862,797 ▲48.4%53,6391.6%Computer and TechnologyETNEaton$10,191,602$296,688 ▲3.0%30,7101.4%Industrial ProductsBACBank of America$9,145,360$757,345 ▲9.0%208,0861.2%FinanceTJXTJX Companies$8,710,432$699,251 ▼-7.4%72,1001.2%Retail/WholesaleCMGChipotle Mexican Grill$8,596,127$1,313,394 ▲18.0%142,5561.1%Retail/WholesaleCORCencora$8,364,095$620,336 ▲8.0%37,2271.1%MedicalDHID.R. Horton$8,018,392$62,919 ▲0.8%57,3481.1%ConstructionPEPPepsiCo$7,957,123$221,855 ▲2.9%52,3291.1%Consumer StaplesCBChubb$7,887,701$1,079,213 ▲15.9%28,5481.0%FinanceSLQDiShares 0-5 Year Investment Grade Corporate Bond ETF$7,870,233$8,070,288 ▼-50.6%158,2271.0%ManufacturingSYKStryker$7,487,865$162,020 ▼-2.1%20,7971.0%MedicalLLYEli Lilly and Company$7,382,623$979,666 ▲15.3%9,5631.0%MedicalIEMGiShares Core MSCI Emerging Markets ETF$7,241,064$17,024 ▲0.2%138,6651.0%ETFCSLCarlisle Companies$6,973,232$155,280 ▼-2.2%18,9060.9%Multi-Sector ConglomeratesCOSTCostco Wholesale$6,732,527$105,368 ▲1.6%7,3480.9%Retail/WholesaleTTWOTake-Two Interactive Software$6,723,707$4,090,074 ▲155.3%36,5260.9%Consumer DiscretionaryUNHUnitedHealth Group$6,362,923$558,994 ▲9.6%12,5780.8%MedicalMAMastercard$6,108,836$57,924 ▼-0.9%11,6010.8%Business ServicesVBKVanguard Small-Cap Growth ETF$5,983,623$193,517 ▼-3.1%21,3660.8%ETFTTTrane Technologies$5,948,382$290,309 ▼-4.7%16,1050.8%ConstructionORCLOracle$5,874,892$154,809 ▼-2.6%35,2550.8%Computer and TechnologyBLACKROCK INC$5,800,751$5,800,751 ▲New Holding5,6590.8%COMCVXChevron$5,355,570$138,611 ▲2.7%36,9760.7%Oils/EnergyTRGPTarga Resources$5,249,679$6,604 ▲0.1%29,4100.7%Oils/EnergyAPDAir Products and Chemicals$5,005,262$362,843 ▼-6.8%17,2570.7%Basic MaterialsTTEKTetra Tech$4,936,915$431,984 ▲9.6%123,9190.7%Industrial ProductsELVElevance Health$4,846,613$291,062 ▼-5.7%13,1380.6%MedicalLAM RESEARCH CORP$4,657,030$4,657,030 ▲New Holding64,4750.6%COM NEWMRKMerck & Co., Inc.$4,627,491$218,756 ▲5.0%46,5170.6%MedicalGOOGAlphabet$4,555,325$437,822 ▼-8.8%23,9200.6%Computer and TechnologyWMWaste Management$4,554,481$548,273 ▲13.7%22,5700.6%Business ServicesDEDeere & Company$4,485,584$549,947 ▲14.0%10,5870.6%Industrial ProductsSTZConstellation Brands$4,295,134$14,807 ▲0.3%19,4350.6%Consumer StaplesIJHiShares Core S&P Mid-Cap ETF$4,267,219$33,585 ▼-0.8%68,4840.6%ETFLOWLowe's Companies$3,925,940$843,089 ▼-17.7%15,9070.5%Retail/WholesaleIJJiShares S&P Mid-Cap 400 Value ETF$3,778,054$110,590 ▼-2.8%30,2340.5%ETFAMGNAmgen$3,686,082$88,099 ▼-2.3%14,1420.5%MedicalAMDAdvanced Micro Devices$3,576,109$2,426,067 ▼-40.4%29,6060.5%Computer and TechnologyVXFVanguard Extended Market ETF$3,499,853$139,067 ▼-3.8%18,4220.5%ETFSUMSummit Materials$3,499,304$162,123 ▲4.9%69,1560.5%ConstructionXOMExxon Mobil$3,493,007$260,427 ▲8.1%32,4720.5%Oils/EnergyPHMPulteGroup$3,444,909$263,862 ▼-7.1%31,6340.5%ConstructionHDHome Depot$3,203,096$264,526 ▼-7.6%8,2340.4%Retail/WholesaleQQQInvesco QQQ$3,160,166$748,501 ▼-19.1%6,1810.4%FinanceTE CONNECTIVITY PLC$2,977,869$629,200 ▼-17.4%20,8290.4%ORD SHSCOFCapital One Financial$2,914,234$89,158 ▼-3.0%16,3430.4%FinanceMMCMarsh & McLennan Companies$2,870,144$79,231 ▼-2.7%13,5120.4%FinanceABBVAbbVie$2,849,605$116,927 ▼-3.9%16,0360.4%MedicalCOPConocoPhillips$2,829,728$218,869 ▼-7.2%28,5340.4%Oils/EnergyLINDE PLC$2,815,138$162,444 ▼-5.5%6,7240.4%SHSTMOThermo Fisher Scientific$2,779,649$266,884 ▼-8.8%5,3430.4%MedicalPHParker-Hannifin$2,749,724$202,906 ▼-6.9%4,3230.4%Industrial ProductsFCXFreeport-McMoRan$2,713,938$257,003 ▲10.5%71,2690.4%Basic MaterialsSCHMSchwab U.S. Mid-Cap ETF$2,612,287$1,721,712 ▲193.3%94,2720.3%ETFFITBFifth Third Bancorp$2,573,663$193,515 ▼-7.0%60,8720.3%FinancePSXPhillips 66$2,524,385$204,052 ▼-7.5%22,1570.3%Oils/EnergyRTXRTX$2,513,281$83,548 ▼-3.2%21,7190.3%AerospacePGProcter & Gamble$2,350,832$113,166 ▼-4.6%14,0220.3%Consumer StaplesPNCThe PNC Financial Services Group$2,320,776$88,519 ▼-3.7%12,0340.3%FinanceMETAMeta Platforms$2,307,495$4,099 ▲0.2%3,9410.3%Computer and TechnologyCATCaterpillar$2,268,308$18,138 ▼-0.8%6,2530.3%Industrial ProductsVOOVanguard S&P 500 ETF$1,975,944$19,398 ▲1.0%3,6670.3%ETFIJRiShares Core S&P Small-Cap ETF$1,967,773$22,353 ▲1.1%17,0780.3%ETFJNJJohnson & Johnson$1,954,733$128,860 ▼-6.2%13,5160.3%MedicalFDXFedEx$1,953,249$133,349 ▼-6.4%6,9430.3%TransportationGSThe Goldman Sachs Group$1,939,464$102,499 ▼-5.0%3,3870.3%FinanceSPYSPDR S&P 500 ETF Trust$1,939,411$31,063 ▼-1.6%3,3090.3%FinanceIWBiShares Russell 1000 ETF$1,939,082$12,564 ▲0.7%6,0190.3%ETFDHRDanaher$1,922,245$153,109 ▼-7.4%8,3740.3%MedicalARWArrow Electronics$1,918,742$316,284 ▼-14.2%16,9620.3%Computer and TechnologyNVONovo Nordisk A/S$1,835,922$1,173,741 ▼-39.0%21,3430.2%MedicalBSCQInvesco BulletShares 2026 Corporate Bond ETF$1,811,751$1,587,976 ▲709.6%93,2450.2%ETFBRK.BBerkshire Hathaway$1,754,648$84,763 ▼-4.6%3,8710.2%FinanceEEMiShares MSCI Emerging Markets ETF$1,704,989$138,549 ▼-7.5%40,7700.2%FinanceHONHoneywell International$1,677,273$149,995 ▼-8.2%7,4250.2%Multi-Sector ConglomeratesQCOMQUALCOMM$1,670,311$203,239 ▼-10.8%10,8730.2%Computer and TechnologyMDLZMondelez International$1,658,440$261,076 ▲18.7%27,7660.2%Consumer StaplesBSCRInvesco BulletShares 2027 Corporate Bond ETF$1,618,769$1,618,769 ▲New Holding83,0990.2%ETFSPGIS&P Global$1,489,785$36,361 ▼-2.4%2,9910.2%Business ServicesLMTLockheed Martin$1,473,900$137,525 ▼-8.5%3,0330.2%AerospaceIJKiShares S&P Mid-Cap 400 Growth ETF$1,469,0660.0%16,1560.2%ETFTFCTruist Financial$1,368,920$153,134 ▼-10.1%31,5560.2%FinanceAEPAmerican Electric Power$1,356,579$132,993 ▼-8.9%14,7090.2%UtilitiesEFAiShares MSCI EAFE ETF$1,275,308$216,017 ▼-14.5%16,8670.2%FinanceXLKTechnology Select Sector SPDR Fund$1,222,816$95,100 ▼-7.2%5,2590.2%ETFNEENextEra Energy$1,206,179$40,791 ▼-3.3%16,8250.2%UtilitiesShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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