River Wealth Advisors LLC Top Holdings and 13F Report (2024) → Trump’s Gift Could Unleash $51 Billion in New Wealth (From Wealthpin Pro) (Ad) About River Wealth Advisors LLCInvestment ActivityRiver Wealth Advisors LLC has $687.95 million in total holdings as of March 31, 2024.River Wealth Advisors LLC owns shares of 208 different stocks, but just 61 companies or ETFs make up 80% of its holdings.Approximately 4.92% of the portfolio was purchased this quarter.About 3.70% of the portfolio was sold this quarter.This quarter, River Wealth Advisors LLC has purchased 207 new stocks and bought additional shares in 74 stocks.River Wealth Advisors LLC sold shares of 110 stocks and completely divested from 14 stocks this quarter.Largest Holdings iShares Russell 2000 ETF $44,048,217Microsoft $30,570,406Apple $30,254,116iShares Russell Mid-Cap ETF $28,818,729iShares Core S&P 500 ETF $24,208,100 Largest New Holdings this Quarter Novo Nordisk A/S $2,033,471 HoldingMondelez International $414,610 HoldingApplied Materials $376,268 HoldingMarathon Petroleum $340,421 HoldingThe Cigna Group $282,230 Holding Largest Purchases this Quarter iShares Core S&P Mid-Cap ETF 55,921 shares (about $3.40M)Eli Lilly and Company 3,859 shares (about $3.00M)iShares Russell 2000 ETF 12,112 shares (about $2.55M)Novo Nordisk A/S 15,837 shares (about $2.03M)iShares Russell Mid-Cap ETF 17,364 shares (about $1.46M) Largest Sales this Quarter iShares Core S&P 500 ETF 5,117 shares (about $2.69M)Vanguard FTSE All-World ex-US ETF 39,730 shares (about $2.33M)Thermo Fisher Scientific 2,089 shares (about $1.21M)iShares Core MSCI Emerging Markets ETF 13,624 shares (about $703.00K)iShares MSCI Emerging Markets ETF 16,584 shares (about $681.28K) 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$44,048,217$2,547,156 ▲6.1%209,4546.4%FinanceMSFTMicrosoft$30,570,406$721,115 ▲2.4%72,6624.4%Computer and TechnologyAAPLApple$30,254,116$181,769 ▲0.6%176,4294.4%Computer and TechnologyIWRiShares Russell Mid-Cap ETF$28,818,729$1,460,138 ▲5.3%342,7134.2%ETFIVViShares Core S&P 500 ETF$24,208,100$2,690,139 ▼-10.0%46,0473.5%ETFNVDANVIDIA$19,770,766$1,170,108 ▲6.3%21,8812.9%Computer and TechnologyVEUVanguard FTSE All-World ex-US ETF$18,325,267$2,330,167 ▼-11.3%312,4512.7%ETFSLQDiShares 0-5 Year Investment Grade Corporate Bond ETF$16,632,624$580,698 ▼-3.4%337,9242.4%ManufacturingCWBSPDR Bloomberg Convertible Securities ETF$15,530,494$365,346 ▲2.4%212,6302.3%ETFAMZNAmazon.com$14,207,007$525,444 ▲3.8%78,7622.1%Retail/WholesaleGOOGLAlphabet$13,527,705$321,934 ▲2.4%89,6292.0%Computer and TechnologyVVisa$13,377,278$81,492 ▼-0.6%47,9331.9%Business ServicesACNAccenture$12,963,439$480,744 ▲3.9%37,4011.9%Business ServicesJPMJPMorgan Chase & Co.$12,333,037$429,041 ▲3.6%61,5731.8%FinanceLRCXLam Research$9,511,162$447,916 ▲4.9%9,7891.4%Computer and TechnologyDHID.R. Horton$9,324,761$169,816 ▲1.9%56,6681.4%ConstructionETNEaton$9,014,014$164,471 ▲1.9%28,8281.3%Industrial ProductsPEPPepsiCo$8,430,809$315,720 ▲3.9%48,1731.2%Consumer StaplesIEMGiShares Core MSCI Emerging Markets ETF$8,192,007$702,998 ▼-7.9%158,7601.2%ETFSYKStryker$8,162,908$500,296 ▼-5.8%22,8101.2%MedicalLOWLowe's Companies$7,994,945$25,982 ▲0.3%31,3861.2%Retail/WholesaleCSLCarlisle Companies$7,988,957$85,422 ▼-1.1%20,3881.2%Multi-Sector ConglomeratesCORCencora$7,743,391$401,907 ▲5.5%31,8671.1%MedicalELVElevance Health$7,461,074$161,262 ▼-2.1%14,3891.1%MedicalAMDAdvanced Micro Devices$7,351,900$1,026,627 ▲16.2%40,7331.1%Computer and TechnologyTJXTJX Companies$7,271,805$682,251 ▲10.4%71,7001.1%Retail/WholesaleDISWalt Disney$7,214,756$293,054 ▲4.2%58,9631.0%Consumer DiscretionaryBACBank of America$6,956,062$140,001 ▲2.1%183,4401.0%FinanceMAMastercard$6,039,678$438,216 ▼-6.8%12,5420.9%Business ServicesVBKVanguard Small-Cap Growth ETF$5,930,903$27,376 ▲0.5%22,7480.9%ETFCBChubb$5,763,973$494,928 ▲9.4%22,2440.8%FinanceTTTrane Technologies$5,470,069$123,685 ▼-2.2%18,2210.8%Business ServicesCVXChevron$5,324,490$270,996 ▲5.4%33,7550.8%Oils/EnergyUNHUnitedHealth Group$5,183,699$144,954 ▲2.9%10,4780.8%MedicalSTZConstellation Brands$5,100,356$182,078 ▲3.7%18,7680.7%Consumer StaplesAPDAir Products and Chemicals$5,098,411$20,593 ▼-0.4%21,0440.7%Basic MaterialsMRKMerck & Co., Inc.$4,941,250$399,280 ▲8.8%37,4480.7%MedicalCOSTCostco Wholesale$4,853,408$922,331 ▲23.5%6,6250.7%Retail/WholesaleCVSCVS Health$4,700,320$317,364 ▲7.2%58,9310.7%Retail/WholesalePHMPulteGroup$4,616,553$175,741 ▼-3.7%38,2740.7%ConstructionORCLOracle$4,576,509$391,655 ▲9.4%36,4340.7%Computer and TechnologyTMOThermo Fisher Scientific$4,427,639$1,214,143 ▼-21.5%7,6180.6%MedicalLLYEli Lilly and Company$4,338,925$3,002,315 ▲224.6%5,5770.6%MedicalIJHiShares Core S&P Mid-Cap ETF$4,309,816$3,396,649 ▲372.0%70,9550.6%ETFGOOGAlphabet$4,301,041$150,890 ▼-3.4%28,2480.6%Computer and TechnologyTMUST-Mobile US$4,265,785$616,650 ▲16.9%26,1350.6%Computer and TechnologyAMGNAmgen$4,227,719$129,646 ▼-3.0%14,8700.6%MedicalCMCSAComcast$4,194,444$318,405 ▲8.2%96,7580.6%Consumer DiscretionaryPSXPhillips 66$4,166,537$60,600 ▲1.5%25,5080.6%Oils/EnergyCOPConocoPhillips$4,106,321$9,037 ▼-0.2%32,2620.6%Oils/EnergyTELTE Connectivity$3,995,252$447,629 ▼-10.1%27,5080.6%Computer and TechnologyHDHome Depot$3,942,162$249,334 ▲6.8%10,2770.6%Retail/WholesaleIJJiShares S&P Mid-Cap 400 Value ETF$3,849,830$106,578 ▼-2.7%32,5460.6%ETFWMWaste Management$3,669,513$462,739 ▲14.4%17,2160.5%Business ServicesTTEKTetra Tech$3,620,567$592,376 ▲19.6%19,6010.5%Industrial ProductsVXFVanguard Extended Market ETF$3,560,664$125,320 ▼-3.4%20,3150.5%ETFLINDE PLC$3,490,377$106,796 ▼-3.0%7,5170.5%SHSQQQInvesco QQQ$3,481,385$22,644 ▼-0.6%7,8410.5%FinanceDEDeere & Company$3,295,180$401,681 ▲13.9%8,0230.5%Industrial ProductsBLKBlackRock$3,273,658$403,476 ▲14.1%3,9270.5%FinanceMMCMarsh & McLennan Companies$3,026,728$91,251 ▼-2.9%14,6940.4%FinanceARWArrow Electronics$2,935,765$265,911 ▼-8.3%22,6770.4%Computer and TechnologyABBVAbbVie$2,914,992$130,745 ▼-4.3%16,0080.4%MedicalCOFCapital One Financial$2,833,988$244,330 ▼-7.9%19,0340.4%FinanceXOMExxon Mobil$2,819,466$459,140 ▲19.5%24,2560.4%Oils/EnergyFITBFifth Third Bancorp$2,746,056$363,318 ▼-11.7%73,7990.4%FinanceSCHMSchwab U.S. Mid-Cap ETF$2,702,770$21,498 ▼-0.8%33,1910.4%ETFPHParker-Hannifin$2,693,503$29,458 ▼-1.1%4,8460.4%Industrial ProductsTRGPTarga Resources$2,660,085$561,067 ▲26.7%23,7530.4%Oils/EnergyFCXFreeport-McMoRan$2,564,055$373,011 ▲17.0%54,5310.4%Basic MaterialsJNJJohnson & Johnson$2,534,767$207,381 ▼-7.6%16,0240.4%MedicalSUMSummit Materials$2,456,708$330,488 ▲15.5%55,1200.4%ConstructionDHRDanaher$2,400,410$261,218 ▼-9.8%9,6120.3%Multi-Sector ConglomeratesPGProcter & Gamble$2,392,700$176,041 ▲7.9%14,7470.3%Consumer StaplesFDXFedEx$2,350,402$68,669 ▼-2.8%8,1120.3%TransportationPLDPrologis$2,336,203$623,639 ▼-21.1%17,9400.3%FinanceRTXRTX$2,304,010$6,729 ▲0.3%23,6240.3%AerospaceCATCaterpillar$2,282,096$172,586 ▲8.2%6,2280.3%Industrial ProductsQCOMQUALCOMM$2,163,872$69,245 ▼-3.1%12,7810.3%Computer and TechnologyPNCThe PNC Financial Services Group$2,141,128$150,929 ▼-6.6%13,2500.3%FinanceEEMiShares MSCI Emerging Markets ETF$2,108,654$681,276 ▼-24.4%51,3300.3%FinanceEFAiShares MSCI EAFE ETF$2,073,200$612,616 ▼-22.8%25,9600.3%FinanceNVONovo Nordisk A/S$2,033,471$2,033,471 ▲New Holding15,8370.3%MedicalHONHoneywell International$1,987,829$40,229 ▼-2.0%9,6850.3%Multi-Sector ConglomeratesIJRiShares Core S&P Small-Cap ETF$1,940,733$104,884 ▼-5.1%17,5600.3%ETFLMTLockheed Martin$1,909,647$61,866 ▼-3.1%4,1980.3%AerospaceTFCTruist Financial$1,900,003$301,355 ▼-13.7%48,7430.3%FinanceMETAMeta Platforms$1,872,883$109,256 ▼-5.5%3,8570.3%Computer and TechnologyIWBiShares Russell 1000 ETF$1,722,420$36,292 ▼-2.1%5,9800.3%ETFVOOVanguard S&P 500 ETF$1,713,826$62,496 ▼-3.5%3,5650.2%ETFAEPAmerican Electric Power$1,664,863$401,062 ▼-19.4%19,3360.2%UtilitiesBRK.BBerkshire Hathaway$1,643,393$136,249 ▼-7.7%3,9080.2%FinanceGSThe Goldman Sachs Group$1,643,360$61,824 ▼-3.6%3,9340.2%FinanceSPYSPDR S&P 500 ETF Trust$1,587,671$21,971 ▼-1.4%3,0350.2%FinanceTMToyota Motor$1,517,379$5,034 ▼-0.3%6,0290.2%Auto/Tires/TrucksIJKiShares S&P Mid-Cap 400 Growth ETF$1,507,450$23,816 ▼-1.6%16,5200.2%ETFSPGIS&P Global$1,358,348$12,337 ▼-0.9%3,1930.2%Business ServicesCLColgate-Palmolive$1,310,521$4,683 ▲0.4%14,5530.2%Consumer StaplesALLEAllegion$1,303,073$104,537 ▼-7.4%9,6730.2%Industrial ProductsNEENextEra Energy$1,271,682$284,847 ▼-18.3%19,8980.2%UtilitiesShowing largest 100 holdings. 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