River Wealth Advisors LLC Top Holdings and 13F Report (2025) About River Wealth Advisors LLCInvestment ActivityRiver Wealth Advisors LLC has $804.49 million in total holdings as of June 30, 2025.River Wealth Advisors LLC owns shares of 202 different stocks, but just 55 companies or ETFs make up 80% of its holdings.Approximately 10.64% of the portfolio was purchased this quarter.About 6.98% of the portfolio was sold this quarter.This quarter, River Wealth Advisors LLC has purchased 197 new stocks and bought additional shares in 70 stocks.River Wealth Advisors LLC sold shares of 100 stocks and completely divested from 3 stocks this quarter.Largest Holdings Microsoft $40,659,695Apple $38,490,322iShares Russell Mid-Cap ETF $37,058,431NVIDIA $35,395,543iShares Core S&P 500 ETF $31,641,226 Largest New Holdings this Quarter 46434V290 - iShares U.S. Small Cap Equity Factor ETF $22,334,010 Holding46137V498 - Invesco S&P SmallCap Momentum ETF $22,029,309 Holding81762P102 - ServiceNow $6,246,615 Holding550021109 - lululemon athletica $5,856,015 Holding539830109 - Lockheed Martin $213,508 Holding Largest Purchases this Quarter iShares U.S. Small Cap Equity Factor ETF 328,683 shares (about $22.33M)Invesco S&P SmallCap Momentum ETF 323,865 shares (about $22.03M)ServiceNow 6,076 shares (about $6.25M)lululemon athletica 24,649 shares (about $5.86M)Apple 10,258 shares (about $2.10M) Largest Sales this Quarter iShares Russell 2000 ETF 152,952 shares (about $33.01M)D.R. Horton 54,196 shares (about $6.99M)Vanguard Small-Cap Growth ETF 12,713 shares (about $3.52M)Salesforce 12,423 shares (about $3.39M)iShares Core S&P Small-Cap ETF 10,738 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 PortfolioSectorMSFTMicrosoft$40,659,695$1,021,678 ▲2.6%81,7435.1%Computer and TechnologyAAPLApple$38,490,322$2,104,635 ▲5.8%187,6024.8%Computer and TechnologyIWRiShares Russell Mid-Cap ETF$37,058,431$1,096,192 ▲3.0%402,9404.6%ETFNVDANVIDIA$35,395,543$1,288,248 ▲3.8%224,0374.4%Computer and TechnologyIVViShares Core S&P 500 ETF$31,641,226$486,788 ▲1.6%50,9603.9%ETFSMLFiShares U.S. Small Cap Equity Factor ETF$22,334,010$22,334,010 ▲New Holding328,6832.8%ETFXSMOInvesco S&P SmallCap Momentum ETF$22,029,309$22,029,309 ▲New Holding323,8652.7%ETFJPMJPMorgan Chase & Co.$19,499,410$343,834 ▲1.8%67,2602.4%FinanceGOOGLAlphabet$19,389,742$812,774 ▲4.4%110,0252.4%Computer and TechnologyCWBSPDR Bloomberg Convertible Securities ETF$19,092,231$515,798 ▲2.8%230,9732.4%ETFIWMiShares Russell 2000 ETF$18,807,517$33,005,351 ▼-63.7%87,1572.3%FinanceVVisa$18,072,583$347,236 ▲2.0%50,9022.2%Business ServicesAMZNAmazon.com$17,674,617$905,198 ▲5.4%80,5632.2%Retail/WholesaleACNAccenture$16,869,349$1,177,029 ▲7.5%56,4402.1%Computer and TechnologyVEUVanguard FTSE All-World ex-US ETF$16,457,486$294,962 ▼-1.8%244,8302.0%ETFTMUST-Mobile US$14,827,954$990,452 ▲7.2%62,2341.8%Computer and TechnologyCORCencora$12,093,608$723,841 ▲6.4%40,3321.5%MedicalETNEaton$11,753,108$403,396 ▲3.6%32,9231.5%IndustrialsBACBank of America$10,921,200$640,712 ▲6.2%230,7951.4%FinanceTTWOTake-Two Interactive Software$10,197,029$481,572 ▲5.0%41,9891.3%Consumer DiscretionaryCMGChipotle Mexican Grill$9,712,098$814,512 ▲9.2%172,9671.2%Retail/WholesaleCBChubb$9,437,898$705,177 ▲8.1%32,5761.2%FinanceCRMSalesforce$9,147,395$3,387,631 ▼-27.0%33,5451.1%Computer and TechnologyLLYEli Lilly and Company$8,655,088$894,897 ▲11.5%11,1031.1%MedicalTJXTJX Companies$8,405,558$115,833 ▼-1.4%68,0671.0%Retail/WholesaleIEMGiShares Core MSCI Emerging Markets ETF$8,367,456$133,987 ▲1.6%139,3881.0%ETFORCLOracle$7,868,311$294,933 ▲3.9%35,9891.0%Computer and TechnologySYKStryker$7,813,379$32,442 ▼-0.4%19,7491.0%MedicalCOSTCostco Wholesale$7,255,171$181,157 ▲2.6%7,3290.9%Retail/WholesaleBLACKROCK INC$7,174,417$676,733 ▲10.4%6,8380.9%COMTTTrane Technologies$6,751,861$92,294 ▼-1.3%15,4360.8%ConstructionPEPPepsiCo$6,659,320$126,098 ▲1.9%50,4340.8%Consumer StaplesCSLCarlisle Companies$6,462,877$132,932 ▼-2.0%17,3080.8%Multi-Sector ConglomeratesMAMastercard$6,366,884$43,832 ▼-0.7%11,3300.8%Business ServicesNOWServiceNow$6,246,615$6,246,615 ▲New Holding6,0760.8%Computer and TechnologyDEDeere & Company$6,164,994$461,205 ▲8.1%12,1240.8%IndustrialsSLQDiShares 0-5 Year Investment Grade Corporate Bond ETF$6,122,176$820,213 ▼-11.8%121,0160.8%ManufacturingLULUlululemon athletica$5,856,015$5,856,015 ▲New Holding24,6490.7%Consumer DiscretionaryWMWaste Management$5,793,001$331,101 ▲6.1%25,3170.7%Business ServicesLAM RESEARCH CORP$5,635,013$222,033 ▼-3.8%57,8900.7%COM NEWMRKMerck & Co., Inc.$5,226,002$938,287 ▲21.9%66,0180.6%MedicalTTEKTetra Tech$5,162,811$531,776 ▲11.5%143,5710.6%IndustrialsCEGConstellation Energy$5,138,556$241,420 ▲4.9%15,9210.6%EnergyCVXChevron$5,134,645$88,205 ▼-1.7%35,8590.6%EnergyTRGPTarga Resources$5,001,200$218,299 ▼-4.2%28,7290.6%EnergyELVElevance Health$4,631,770$145,861 ▼-3.1%11,9080.6%MedicalAPDAir Products and Chemicals$4,454,662$132,007 ▼-2.9%15,7930.6%Basic MaterialsCOFCapital One Financial$4,203,015$916,345 ▲27.9%19,7550.5%FinanceIJHiShares Core S&P Mid-Cap ETF$4,149,703$52,345 ▼-1.2%66,9090.5%ETFAMGNAmgen$3,822,783$58,077 ▼-1.5%13,6910.5%MedicalGOOGAlphabet$3,777,875$53,572 ▼-1.4%21,2970.5%Computer and TechnologyXOMExxon Mobil$3,763,316$83,438 ▲2.3%34,9100.5%EnergyIJJiShares S&P Mid-Cap 400 Value ETF$3,640,299$46,466 ▼-1.3%29,4570.5%ETFQQQInvesco QQQ$3,589,329$220,093 ▲6.5%6,5070.4%FinanceUNHUnitedHealth Group$3,502,427$407,114 ▼-10.4%11,2270.4%MedicalFCXFreeport-McMoRan$3,442,871$361,671 ▲11.7%79,4200.4%Basic MaterialsTE CONNECTIVITY PLC$3,370,976$38,287 ▼-1.1%19,9860.4%ORD SHSSTZConstellation Brands$3,368,689$304,381 ▲9.9%20,7070.4%Consumer StaplesVXFVanguard Extended Market ETF$3,339,519$9,443 ▲0.3%17,3290.4%ETFPHMPulteGroup$3,229,008$61,167 ▼-1.9%30,6180.4%ConstructionRTXRTX$3,062,220$32,855 ▲1.1%20,9710.4%AerospaceLOWLowe's Companies$2,947,541$401,363 ▼-12.0%13,2850.4%Retail/WholesalePHParker-Hannifin$2,935,852$7,684 ▼-0.3%4,2030.4%IndustrialsMETAMeta Platforms$2,886,670$21,405 ▼-0.7%3,9110.4%Computer and TechnologyABBVAbbVie$2,833,092$742 ▼0.0%15,2630.4%MedicalLINDE PLC$2,792,091$52,548 ▼-1.8%5,9510.3%SHSMMCMarsh & McLennan Companies$2,752,958$66,468 ▼-2.4%12,5910.3%FinanceHDHome Depot$2,732,780$56,459 ▼-2.0%7,4540.3%Retail/WholesaleSCHMSchwab U.S. Mid-Cap ETF$2,522,939$12,651 ▼-0.5%89,9440.3%ETFCATCaterpillar$2,419,293$56,290 ▲2.4%6,2320.3%IndustrialsGSThe Goldman Sachs Group$2,342,653$3,539 ▼-0.2%3,3100.3%FinanceBSCQInvesco BulletShares 2026 Corporate Bond ETF$2,332,406$246,616 ▲11.8%119,4880.3%ETFCCJCameco$2,296,602$924,089 ▲67.3%30,9390.3%Basic MaterialsDLRDigital Realty Trust$2,292,083$871,996 ▲61.4%13,1480.3%FinanceFITBFifth Third Bancorp$2,226,897$78,640 ▼-3.4%54,1430.3%FinanceVBKVanguard Small-Cap Growth ETF$2,220,773$3,520,724 ▼-61.3%8,0190.3%ETFPNCThe PNC Financial Services Group$2,171,065$50,707 ▼-2.3%11,6460.3%FinanceSPYSPDR S&P 500 ETF Trust$2,086,777$119,262 ▲6.1%3,3770.3%FinanceBSCRInvesco BulletShares 2027 Corporate Bond ETF$2,057,827$192,609 ▲10.3%104,7240.3%ETFIWBiShares Russell 1000 ETF$2,043,8720.0%6,0190.3%ETFPGProcter & Gamble$1,995,271$38,236 ▼-1.9%12,5240.2%Consumer StaplesBRK.BBerkshire Hathaway$1,899,848$253,572 ▲15.4%3,9110.2%FinancePSXPhillips 66$1,891,209$414,198 ▼-18.0%15,8530.2%EnergyCOPConocoPhillips$1,883,572$260,967 ▼-12.2%20,9890.2%EnergyJNJJohnson & Johnson$1,881,604$23,371 ▼-1.2%12,3180.2%MedicalMDLZMondelez International$1,831,069$54,964 ▼-2.9%27,1510.2%Consumer StaplesARWArrow Electronics$1,776,757$49,061 ▼-2.7%13,9430.2%Computer and TechnologyVOOVanguard S&P 500 ETF$1,755,189$26,697 ▼-1.5%3,0900.2%ETFEEMiShares MSCI Emerging Markets ETF$1,707,248$134,203 ▼-7.3%35,3910.2%FinanceTMOThermo Fisher Scientific$1,703,743$223,408 ▼-11.6%4,2020.2%MedicalDHRDanaher$1,623,378$8,494 ▲0.5%8,2180.2%MedicalHONHoneywell International$1,617,503$31,670 ▼-1.9%6,9460.2%Multi-Sector ConglomeratesPEGPublic Service Enterprise Group$1,576,271$1,229,113 ▲354.0%18,7250.2%UtilitiesVUGVanguard Growth ETF$1,558,463$678,622 ▲77.1%3,5550.2%ETFWMTWalmart$1,476,009$518,534 ▲54.2%15,0950.2%Retail/WholesaleSPGIS&P Global$1,468,163$20,040 ▼-1.3%2,7840.2%FinanceIJKiShares S&P Mid-Cap 400 Growth ETF$1,429,660$8,279 ▼-0.6%15,7140.2%ETFBSCSInvesco BulletShares 2028 Corporate Bond ETF$1,412,048$187,320 ▲15.3%68,9140.2%ETFBSCTInvesco BulletShares 2029 Corporate Bond ETF$1,354,311$182,194 ▲15.5%72,4230.2%ETFEFAiShares MSCI EAFE ETF$1,297,256$61,055 ▼-4.5%14,5120.2%FinanceShowing largest 100 holdings. 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