River Wealth Advisors LLC Top Holdings and 13F Report (2024) About River Wealth Advisors LLCInvestment ActivityRiver Wealth Advisors LLC has $750.23 million in total holdings as of September 30, 2024.River Wealth Advisors LLC owns shares of 208 different stocks, but just 60 companies or ETFs make up 80% of its holdings.Approximately 5.52% of the portfolio was purchased this quarter.About 3.27% of the portfolio was sold this quarter.This quarter, River Wealth Advisors LLC has purchased 193 new stocks and bought additional shares in 77 stocks.River Wealth Advisors LLC sold shares of 103 stocks and completely divested from 2 stocks this quarter.Largest Holdings iShares Russell 2000 ETF $49,483,680Apple $41,266,788Microsoft $32,636,441iShares Russell Mid-Cap ETF $32,166,623iShares Core S&P 500 ETF $28,264,282 Largest New Holdings this Quarter Chipotle Mexican Grill $6,959,068 HoldingTE CONNECTIVITY PLC $3,809,507 HoldingSalesforce $3,346,977 HoldingTake-Two Interactive Software $2,199,129 HoldingInvesco BulletShares 2024 Corporate Bond ETF $609,967 Holding Largest Purchases this Quarter Chipotle Mexican Grill 120,775 shares (about $6.96M)Tetra Tech 91,762 shares (about $4.33M)TE CONNECTIVITY PLC 25,230 shares (about $3.81M)Salesforce 12,228 shares (about $3.35M)Take-Two Interactive Software 14,307 shares (about $2.20M) Largest Sales this Quarter Lowe's Companies 10,535 shares (about $2.85M)Walt Disney 19,880 shares (about $1.91M)Lam Research 2,284 shares (about $1.86M)Amazon.com 6,576 shares (about $1.23M)Comcast 28,189 shares (about $1.18M) 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$49,483,680$1,320,478 ▲2.7%224,0206.6%FinanceAAPLApple$41,266,788$80,152 ▲0.2%177,1115.5%Computer and TechnologyMSFTMicrosoft$32,636,441$782,283 ▲2.5%75,8464.4%Computer and TechnologyIWRiShares Russell Mid-Cap ETF$32,166,623$830,191 ▲2.6%364,9494.3%ETFIVViShares Core S&P 500 ETF$28,264,282$779,287 ▲2.8%49,0003.8%ETFNVDANVIDIA$26,232,841$344,889 ▼-1.3%216,0153.5%Computer and TechnologyVEUVanguard FTSE All-World ex-US ETF$17,126,931$350,091 ▼-2.0%271,8562.3%ETFCWBSPDR Bloomberg Convertible Securities ETF$16,579,309$225,941 ▲1.4%216,4682.2%ETFSLQDiShares 0-5 Year Investment Grade Corporate Bond ETF$16,161,613$623,416 ▼-3.7%320,4762.2%ManufacturingGOOGLAlphabet$15,586,047$766,723 ▲5.2%93,9772.1%Computer and TechnologyACNAccenture$14,643,859$734,172 ▲5.3%41,4282.0%Computer and TechnologyAMZNAmazon.com$14,047,479$1,225,311 ▼-8.0%75,3901.9%Retail/WholesaleJPMJPMorgan Chase & Co.$13,495,594$227,095 ▲1.7%64,0031.8%FinanceVVisa$13,363,120$185,041 ▲1.4%48,6021.8%Business ServicesDHID.R. Horton$10,854,379$560,480 ▼-4.9%56,8981.4%ConstructionETNEaton$9,882,124$75,899 ▲0.8%29,8161.3%Industrial ProductsTJXTJX Companies$9,154,958$166,319 ▲1.9%77,8881.2%Retail/WholesaleCSLCarlisle Companies$8,692,371$183,049 ▼-2.1%19,3271.2%Multi-Sector ConglomeratesPEPPepsiCo$8,650,483$160,868 ▲1.9%50,8701.2%Consumer StaplesAMDAdvanced Micro Devices$8,153,367$863,396 ▲11.8%49,6911.1%Computer and TechnologyIEMGiShares Core MSCI Emerging Markets ETF$7,942,071$47,363 ▲0.6%138,3391.1%ETFCORCencora$7,757,672$164,985 ▲2.2%34,4661.0%MedicalSYKStryker$7,675,821$197,613 ▼-2.5%21,2471.0%MedicalBACBank of America$7,573,078$168,203 ▲2.3%190,8541.0%FinanceTMUST-Mobile US$7,457,591$1,623,010 ▲27.8%36,1391.0%Computer and TechnologyLLYEli Lilly and Company$7,347,689$632,536 ▲9.4%8,2941.0%MedicalELVElevance Health$7,241,891$46,799 ▼-0.6%13,9271.0%MedicalCBChubb$7,106,368$457,666 ▲6.9%24,6420.9%FinanceCMGChipotle Mexican Grill$6,959,068$6,959,068 ▲New Holding120,7750.9%Retail/WholesaleUNHUnitedHealth Group$6,708,182$250,249 ▲3.9%11,4730.9%MedicalTTTrane Technologies$6,565,941$301,650 ▼-4.4%16,8910.9%ConstructionCOSTCostco Wholesale$6,412,492$297,884 ▲4.9%7,2330.9%Retail/WholesaleORCLOracle$6,165,822$1,363 ▼0.0%36,1840.8%Computer and TechnologyLRCXLam Research$6,007,482$1,864,025 ▼-23.7%7,3610.8%Computer and TechnologyVBKVanguard Small-Cap Growth ETF$5,897,514$20,321 ▼-0.3%22,0570.8%ETFMAMastercard$5,782,696$135,297 ▼-2.3%11,7110.8%Business ServicesAPDAir Products and Chemicals$5,510,528$609,767 ▼-10.0%18,5080.7%Basic MaterialsTTEKTetra Tech$5,332,687$4,327,514 ▲430.5%113,0760.7%Industrial ProductsCVXChevron$5,304,582$92,487 ▲1.8%36,0190.7%Oils/EnergyLOWLowe's Companies$5,233,682$2,853,431 ▼-35.3%19,3230.7%Retail/WholesaleMRKMerck & Co., Inc.$5,032,786$416,200 ▲9.0%44,3180.7%MedicalSTZConstellation Brands$4,991,041$42,777 ▲0.9%19,3680.7%Consumer StaplesPHMPulteGroup$4,888,156$458,861 ▼-8.6%34,0570.7%ConstructionAMGNAmgen$4,665,654$110,197 ▼-2.3%14,4800.6%MedicalBLKBlackRock$4,507,440$433,937 ▲10.7%4,7470.6%FinanceGOOGAlphabet$4,383,609$106,501 ▲2.5%26,2190.6%Computer and TechnologyTRGPTarga Resources$4,347,542$390,602 ▲9.9%29,3730.6%Oils/EnergyIJHiShares Core S&P Mid-Cap ETF$4,301,525$11,342 ▼-0.3%69,0230.6%ETFNVONovo Nordisk A/S$4,166,017$638,810 ▲18.1%34,9880.6%MedicalWMWaste Management$4,121,553$295,627 ▲7.7%19,8530.5%Business ServicesDEDeere & Company$3,876,772$290,059 ▲8.1%9,2890.5%Industrial ProductsIJJiShares S&P Mid-Cap 400 Value ETF$3,846,967$34,490 ▼-0.9%31,1190.5%ETFTE CONNECTIVITY PLC$3,809,507$3,809,507 ▲New Holding25,2300.5%ORD SHSDISWalt Disney$3,763,010$1,912,237 ▼-33.7%39,1210.5%Consumer DiscretionaryQQQInvesco QQQ$3,731,332$173,755 ▼-4.4%7,6450.5%FinanceTMOThermo Fisher Scientific$3,622,136$128,655 ▼-3.4%5,8560.5%MedicalHDHome Depot$3,612,070$689,268 ▼-16.0%8,9140.5%Retail/WholesaleXOMExxon Mobil$3,522,527$269,954 ▲8.3%30,0510.5%Oils/EnergyVXFVanguard Extended Market ETF$3,485,927$53,688 ▼-1.5%19,1540.5%ETFLINDE PLC$3,391,204$33,378 ▼-1.0%7,1120.5%SHSCRMSalesforce$3,346,977$3,346,977 ▲New Holding12,2280.4%Computer and TechnologyABBVAbbVie$3,296,668$43,642 ▲1.3%16,6940.4%MedicalCOPConocoPhillips$3,236,389$162,341 ▼-4.8%30,7410.4%Oils/EnergyFCXFreeport-McMoRan$3,220,844$228,334 ▲7.6%64,5200.4%Basic MaterialsPSXPhillips 66$3,147,956$143,017 ▼-4.3%23,9480.4%Oils/EnergyCMCSAComcast$3,137,668$1,177,450 ▼-27.3%75,1180.4%Consumer DiscretionaryMMCMarsh & McLennan Companies$3,097,667$46,627 ▼-1.5%13,8850.4%FinancePHParker-Hannifin$2,933,073$44,230 ▼-1.5%4,6420.4%Industrial ProductsFITBFifth Third Bancorp$2,803,830$184,126 ▼-6.2%65,4490.4%FinanceRTXRTX$2,718,988$52,584 ▼-1.9%22,4410.4%AerospaceSCHMSchwab U.S. Mid-Cap ETF$2,670,457$69,796 ▼-2.5%32,1390.4%ETFARWArrow Electronics$2,624,449$274,426 ▼-9.5%19,7580.3%Computer and TechnologySUMSummit Materials$2,574,115$245,382 ▲10.5%65,9520.3%ConstructionPGProcter & Gamble$2,545,435$16,280 ▼-0.6%14,6970.3%Consumer StaplesCOFCapital One Financial$2,521,918$160,512 ▼-6.0%16,8430.3%FinanceDHRDanaher$2,513,712$164,040 ▼-6.1%9,0410.3%Multi-Sector ConglomeratesCATCaterpillar$2,465,197$38,329 ▼-1.5%6,3030.3%Industrial ProductsJNJJohnson & Johnson$2,334,855$29,820 ▼-1.3%14,4070.3%MedicalPNCThe PNC Financial Services Group$2,309,261$9,612 ▼-0.4%12,4930.3%FinanceMETAMeta Platforms$2,252,025$24,043 ▲1.1%3,9340.3%Computer and TechnologyTTWOTake-Two Interactive Software$2,199,129$2,199,129 ▲New Holding14,3070.3%Consumer DiscretionaryQCOMQUALCOMM$2,073,884$64,448 ▼-3.0%12,1960.3%Computer and TechnologyFDXFedEx$2,029,839$109,196 ▼-5.1%7,4170.3%TransportationEEMiShares MSCI Emerging Markets ETF$2,021,664$111,166 ▼-5.2%44,0830.3%FinanceIJRiShares Core S&P Small-Cap ETF$1,974,699$33,450 ▲1.7%16,8840.3%ETFLMTLockheed Martin$1,938,452$297,549 ▼-13.3%3,3160.3%AerospaceSPYSPDR S&P 500 ETF Trust$1,929,245$22,954 ▲1.2%3,3620.3%FinanceVOOVanguard S&P 500 ETF$1,915,959$32,715 ▲1.7%3,6310.3%ETFIWBiShares Russell 1000 ETF$1,880,0530.0%5,9800.3%ETFBRK.BBerkshire Hathaway$1,867,736$249,461 ▲15.4%4,0580.2%FinanceGSThe Goldman Sachs Group$1,765,437$66,835 ▼-3.6%3,5660.2%FinanceMDLZMondelez International$1,723,501$458,593 ▲36.3%23,3950.2%Consumer StaplesHONHoneywell International$1,672,121$147,388 ▼-8.1%8,0890.2%Multi-Sector ConglomeratesAEPAmerican Electric Power$1,657,133$130,203 ▼-7.3%16,1510.2%UtilitiesEFAiShares MSCI EAFE ETF$1,649,500$302,319 ▼-15.5%19,7240.2%FinanceSPGIS&P Global$1,583,146$69,237 ▼-4.2%3,0640.2%Business ServicesPLDPrologis$1,523,529$298,392 ▼-16.4%12,0650.2%FinanceTFCTruist Financial$1,500,612$181,428 ▼-10.8%35,0860.2%FinanceIJKiShares S&P Mid-Cap 400 Growth ETF$1,485,222$735 ▲0.0%16,1560.2%ETFNEENextEra Energy$1,470,337$51,226 ▼-3.4%17,3940.2%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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