River Wealth Advisors LLC Top Holdings and 13F Report (2025)

About River Wealth Advisors LLC

Investment Activity

River Wealth Advisors LLC has $719.52 million in total holdings as of March 31, 2025.
River Wealth Advisors LLC owns shares of 197 different stocks, but just 54 companies or ETFs make up 80% of its holdings.
Approximately 3.18% of the portfolio was purchased this quarter.
About 4.02% of the portfolio was sold this quarter.
This quarter, River Wealth Advisors LLC has purchased 206 new stocks and bought additional shares in 52 stocks.
River Wealth Advisors LLC sold shares of 125 stocks and completely divested from 12 stocks this quarter.

Largest Holdings

iShares Russell 2000 ETF: $47,899,295
Apple: $39,393,504
iShares Russell Mid-Cap ETF: $33,264,123
Microsoft: $29,914,635
iShares Core S&P 500 ETF: $28,193,937

Largest New Holdings this Quarter

13321L108 - Cameco: $761,049 Holding
46434G822 - iShares MSCI Japan ETF: $586,257 Holding
14149Y108 - Cardinal Health: $208,033 Holding

Largest Purchases this Quarter

Constellation Energy: 14,049 shares (about $2.83M)
Salesforce: 9,267 shares (about $2.49M)
T-Mobile US: 4,438 shares (about $1.18M)
iShares Russell 2000 ETF: 5,115 shares (about $1.02M)
Accenture: 3,072 shares (about $958.58K)

Largest Sales this Quarter

iShares 0-5 Year Investment Grade Corporate Bond ETF: 20,998 shares (about $1.06M)
NextEra Energy: 11,899 shares (about $843.46K)
Vanguard FTSE All-World ex-US ETF: 10,807 shares (about $655.55K)
ConocoPhillips: 4,637 shares (about $486.97K)
PepsiCo: 2,850 shares (about $427.33K)

Sector Allocation Over Time

Selling

Neutral

Buying

Latest 13F Holdings and Changes Since Previous Quarterly Filing

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
IWM iShares Russell 2000 ETF	$47,899,295	$1,020,390 ▲	2.2%	240,109	6.7%	Finance
AAPL Apple	$39,393,504	$199,473 ▲	0.5%	177,344	5.5%	Computer and Technology
IWR iShares Russell Mid-Cap ETF	$33,264,123	$639,556 ▲	2.0%	391,021	4.6%	ETF
MSFT Microsoft	$29,914,635	$567,218 ▲	1.9%	79,689	4.2%	Computer and Technology
IVV iShares Core S&P 500 ETF	$28,193,937	$590,558 ▲	2.1%	50,176	3.9%	ETF
NVDA NVIDIA	$23,397,348	$769,930 ▲	3.4%	215,883	3.3%	Computer and Technology
V Visa	$17,496,512	$85,162 ▼	-0.5%	49,924	2.4%	Business Services
CWB SPDR Bloomberg Convertible Securities ETF	$17,219,061	$175,077 ▲	1.0%	224,733	2.4%	ETF
ACN Accenture	$16,382,601	$958,580 ▲	6.2%	52,502	2.3%	Computer and Technology
GOOGL Alphabet	$16,301,038	$304,795 ▲	1.9%	105,413	2.3%	Computer and Technology
JPM JPMorgan Chase & Co.	$16,207,912	$69,665 ▲	0.4%	66,074	2.3%	Finance
TMUS T-Mobile US	$15,489,649	$1,183,654 ▲	8.3%	58,077	2.2%	Computer and Technology
VEU Vanguard FTSE All-World ex-US ETF	$15,117,550	$655,552 ▼	-4.2%	249,218	2.1%	ETF
AMZN Amazon.com	$14,542,817	$175,228 ▲	1.2%	76,437	2.0%	Retail/Wholesale
CRM Salesforce	$12,335,844	$2,486,866 ▲	25.2%	45,968	1.7%	Computer and Technology
COR Cencora	$10,544,606	$192,160 ▲	1.9%	37,918	1.5%	Medical
CB Chubb	$9,102,678	$481,377 ▲	5.6%	30,142	1.3%	Finance
BAC Bank of America	$9,066,040	$382,622 ▲	4.4%	217,255	1.3%	Finance
ETN Eaton	$8,642,363	$294,394 ▲	3.5%	31,793	1.2%	Industrials
TJX TJX Companies	$8,404,862	$376,973 ▼	-4.3%	69,005	1.2%	Retail/Wholesale
TTWO Take-Two Interactive Software	$8,291,244	$721,230 ▲	9.5%	40,006	1.2%	Consumer Discretionary
LLY Eli Lilly and Company	$8,222,296	$323,771 ▲	4.1%	9,955	1.1%	Medical
DHI D.R. Horton	$8,155,623	$864,990 ▲	11.9%	64,152	1.1%	Construction
CMG Chipotle Mexican Grill	$7,956,327	$798,590 ▲	11.2%	158,461	1.1%	Retail/Wholesale
PEP PepsiCo	$7,418,910	$427,331 ▼	-5.4%	49,479	1.0%	Consumer Staples
IEMG iShares Core MSCI Emerging Markets ETF	$7,402,286	$81,440 ▼	-1.1%	137,156	1.0%	ETF
SYK Stryker	$7,382,077	$359,593 ▼	-4.6%	19,831	1.0%	Medical
SLQD iShares 0-5 Year Investment Grade Corporate Bond ETF	$6,899,854	$1,055,776 ▼	-13.3%	137,229	1.0%	Manufacturing
COST Costco Wholesale	$6,758,375	$191,043 ▼	-2.7%	7,146	0.9%	Retail/Wholesale
UNH UnitedHealth Group	$6,563,407	$24,092 ▼	-0.4%	12,532	0.9%	Medical
MA Mastercard	$6,253,055	$105,789 ▼	-1.7%	11,408	0.9%	Business Services
CVX Chevron	$6,101,861	$83,812 ▼	-1.4%	36,475	0.8%	Energy
CSL Carlisle Companies	$6,014,603	$422,902 ▼	-6.6%	17,664	0.8%	Multi-Sector Conglomerates
TRGP Targa Resources	$6,010,789	$114,871 ▲	1.9%	29,983	0.8%	Energy
BLACKROCK INC	$5,861,231	$505,393 ▲	9.4%	6,193	0.8%	COM
WM Waste Management	$5,526,194	$300,966 ▲	5.8%	23,870	0.8%	Business Services
ELV Elevance Health	$5,342,652	$371,893 ▼	-6.5%	12,283	0.7%	Medical
TT Trane Technologies	$5,271,788	$154,309 ▼	-2.8%	15,647	0.7%	Construction
DE Deere & Company	$5,264,657	$295,688 ▲	6.0%	11,217	0.7%	Industrials
VBK Vanguard Small-Cap Growth ETF	$5,219,660	$159,621 ▼	-3.0%	20,732	0.7%	ETF
MRK Merck & Co., Inc.	$4,861,881	$686,489 ▲	16.4%	54,165	0.7%	Medical
ORCL Oracle	$4,842,961	$85,982 ▼	-1.7%	34,640	0.7%	Computer and Technology
APD Air Products and Chemicals	$4,795,760	$293,744 ▼	-5.8%	16,261	0.7%	Basic Materials
LAM RESEARCH CORP	$4,374,432	$312,901 ▼	-6.7%	60,171	0.6%	COM NEW
AMGN Amgen	$4,330,366	$75,709 ▼	-1.7%	13,899	0.6%	Medical
XOM Exxon Mobil	$4,059,797	$197,900 ▲	5.1%	34,136	0.6%	Energy
IJH iShares Core S&P Mid-Cap ETF	$3,953,400	$42,654 ▼	-1.1%	67,753	0.5%	ETF
TTEK Tetra Tech	$3,766,911	$142,272 ▲	3.9%	128,783	0.5%	Industrials
IJJ iShares S&P Mid-Cap 400 Value ETF	$3,571,918	$48,012 ▼	-1.3%	29,833	0.5%	ETF
LOW Lowe's Companies	$3,520,375	$189,616 ▼	-5.1%	15,094	0.5%	Retail/Wholesale
STZ Constellation Brands	$3,456,825	$109,930 ▼	-3.1%	18,836	0.5%	Consumer Staples
GOOG Alphabet	$3,374,412	$362,610 ▼	-9.7%	21,599	0.5%	Computer and Technology
PHM PulteGroup	$3,207,187	$44,821 ▼	-1.4%	31,198	0.4%	Construction
ABBV AbbVie	$3,198,735	$161,121 ▼	-4.8%	15,267	0.4%	Medical
MMC Marsh & McLennan Companies	$3,146,835	$150,570 ▼	-4.6%	12,895	0.4%	Finance
CEG Constellation Energy	$3,059,245	$2,832,619 ▲	1,249.9%	15,173	0.4%	Energy
VXF Vanguard Extended Market ETF	$2,976,695	$196,724 ▼	-6.2%	17,280	0.4%	ETF
QQQ Invesco QQQ	$2,864,396	$34,234 ▼	-1.2%	6,108	0.4%	Finance
TE CONNECTIVITY PLC	$2,856,449	$87,052 ▼	-3.0%	20,213	0.4%	ORD SHS
LINDE PLC	$2,823,176	$307,788 ▼	-9.8%	6,063	0.4%	SHS
HD Home Depot	$2,788,426	$229,437 ▼	-7.6%	7,608	0.4%	Retail/Wholesale
COF Capital One Financial	$2,769,777	$160,471 ▼	-5.5%	15,448	0.4%	Finance
RTX RTX	$2,748,007	$128,883 ▼	-4.5%	20,746	0.4%	Aerospace
FCX Freeport-McMoRan	$2,690,988	$7,269 ▼	-0.3%	71,077	0.4%	Basic Materials
PH Parker-Hannifin	$2,561,639	$66,260 ▼	-2.5%	4,214	0.4%	Industrials
COP ConocoPhillips	$2,509,619	$486,969 ▼	-16.3%	23,897	0.3%	Energy
PSX Phillips 66	$2,386,193	$349,687 ▼	-12.8%	19,325	0.3%	Energy
SCHM Schwab U.S. Mid-Cap ETF	$2,368,358	$101,578 ▼	-4.1%	90,395	0.3%	ETF
TMO Thermo Fisher Scientific	$2,365,154	$293,592 ▼	-11.0%	4,753	0.3%	Medical
META Meta Platforms	$2,270,859	$576 ▼	0.0%	3,940	0.3%	Computer and Technology
FITB Fifth Third Bancorp	$2,197,351	$188,826 ▼	-7.9%	56,055	0.3%	Finance
PG Procter & Gamble	$2,175,296	$214,394 ▼	-9.0%	12,764	0.3%	Consumer Staples
PNC The PNC Financial Services Group	$2,094,747	$20,389 ▼	-1.0%	11,918	0.3%	Finance
BSCQ Invesco BulletShares 2026 Corporate Bond ETF	$2,081,516	$265,103 ▲	14.6%	106,854	0.3%	ETF
JNJ Johnson & Johnson	$2,068,249	$173,308 ▼	-7.7%	12,471	0.3%	Medical
CAT Caterpillar	$2,007,466	$54,746 ▼	-2.7%	6,087	0.3%	Industrials
MDLZ Mondelez International	$1,897,464	$13,570 ▲	0.7%	27,966	0.3%	Consumer Staples
BSCR Invesco BulletShares 2027 Corporate Bond ETF	$1,859,522	$231,613 ▲	14.2%	94,922	0.3%	ETF
IWB iShares Russell 1000 ETF	$1,846,269		0.0%	6,019	0.3%	ETF
GS The Goldman Sachs Group	$1,810,952	$39,333 ▼	-2.1%	3,315	0.3%	Finance
BRK.B Berkshire Hathaway	$1,804,914	$256,704 ▼	-12.5%	3,389	0.3%	Finance
SPY SPDR S&P 500 ETF Trust	$1,780,928	$69,917 ▼	-3.8%	3,184	0.2%	Finance
IJR iShares Core S&P Small-Cap ETF	$1,716,096	$69,748 ▼	-3.9%	16,411	0.2%	ETF
DHR Danaher	$1,675,869	$40,795 ▼	-2.4%	8,175	0.2%	Medical
EEM iShares MSCI Emerging Markets ETF	$1,668,147	$113,488 ▼	-6.4%	38,173	0.2%	Finance
VOO Vanguard S&P 500 ETF	$1,612,114	$272,369 ▼	-14.5%	3,137	0.2%	ETF
HON Honeywell International	$1,499,603	$72,630 ▼	-4.6%	7,082	0.2%	Multi-Sector Conglomerates
ARW Arrow Electronics	$1,487,677	$273,488 ▼	-15.5%	14,328	0.2%	Computer and Technology
FDX FedEx	$1,479,723	$212,817 ▼	-12.6%	6,070	0.2%	Transportation
SPGI S&P Global	$1,434,039	$85,880 ▼	-5.7%	2,822	0.2%	Business Services
QCOM QUALCOMM	$1,424,929	$245,323 ▼	-14.7%	9,276	0.2%	Computer and Technology
IJK iShares S&P Mid-Cap 400 Growth ETF	$1,316,241	$29,231 ▼	-2.2%	15,805	0.2%	ETF
EFA iShares MSCI EAFE ETF	$1,241,881	$136,652 ▼	-9.9%	15,195	0.2%	Finance
BSCS Invesco BulletShares 2028 Corporate Bond ETF	$1,216,361	$117,969 ▲	10.7%	59,772	0.2%	ETF
BSCV Invesco BulletShares 2031 Corporate Bond ETF	$1,182,704	$145,714 ▲	14.1%	72,514	0.2%	ETF
DLR Digital Realty Trust	$1,167,197	$944,389 ▲	423.9%	8,146	0.2%	Finance
BSCU Invesco BulletShares 2030 Corporate Bond ETF	$1,162,362	$130,281 ▲	12.6%	70,064	0.2%	Manufacturing
BSCT Invesco BulletShares 2029 Corporate Bond ETF	$1,161,461	$121,223 ▲	11.7%	62,680	0.2%	ETF
TFC Truist Financial	$1,153,828	$144,681 ▼	-11.1%	28,040	0.2%	Finance
BSCW Invesco BulletShares 2032 Corporate Bond ETF	$1,127,623	$166,627 ▲	17.3%	55,357	0.2%	ETF

Showing largest 100 holdings. View all holdings.

More Institutional Buying and Selling Information

SEC Filings and Trading Data

Get 30 Days of MarketBeat All Access for Free

Start Your 30-Day Trial

In-depth profiles and analysis for 20,000 public companies.
Real-time analyst ratings, insider transactions, earnings data, and more.
Our daily ratings and market update email newsletter.

Sign In
Create Account

Your Email Address:

Your Password:

Forgot your password?

Your Email Address:

Choose a Password:

By creating a free account, you agree to our terms of service. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.

River Wealth Advisors LLC Top Holdings and 13F Report (2025)

About River Wealth Advisors LLC

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools

About MarketBeat

MarketBeat Products

Popular Tools

Financial Calendars

Terms & Info

River Wealth Advisors LLC Top Holdings and 13F Report (2025)

About River Wealth Advisors LLC

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Map of 500 Largest Holdings ofRiver Wealth Advisors LLC

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

MarketBeat All Access Features

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools