River Wealth Advisors LLC Q4 2024 Filing

Filed February 13, 2025

Portfolio Value

$754.4M

Holdings

206

Report Date

Q4 2024

Filing Type

13F-HR

All Holdings (206 positions)

#StockSharesValue% PortfolioType
1
IWMISHARES TR
234,994$51.9M6.88%
2
AAPLAPPLE INC
176,446$44.2M5.86%
3
IWRISHARES TR
383,503$33.9M4.49%
4
MSFTMICROSOFT CORP
78,178$33.0M4.37%
5
IVVISHARES TR
49,125$28.9M3.83%
6
NVDANVIDIA CORPORATION
208,779$28.0M3.72%
7
GOOGLALPHABET INC
103,442$19.6M2.60%
8
ACNACCENTURE PLC IRELAND
49,430$17.4M2.30%
9
CWBSPDR SER TR
222,448$17.3M2.30%
10
AMZNAMAZON COM INC
75,516$16.6M2.20%
11
VVISA INC
50,167$15.9M2.10%
12
JPMJPMORGAN CHASE & CO.
65,790$15.8M2.09%
13
VEUVANGUARD INTL EQUITY INDEX F
260,025$14.9M1.98%
14
CRMSALESFORCE INC
36,701$12.3M1.63%
15
TMUST-MOBILE US INC
53,639$11.8M1.57%
16
ETNEATON CORP PLC
30,710$10.2M1.35%
17
BACBANK AMERICA CORP
208,086$9.1M1.21%
18
TJXTJX COS INC NEW
72,100$8.7M1.15%
19
CMGCHIPOTLE MEXICAN GRILL INC
142,556$8.6M1.14%
20
ABGCENCORA INC
37,227$8.4M1.11%
21
DHID R HORTON INC
57,348$8.0M1.06%
22
PEPPEPSICO INC
52,329$8.0M1.05%
23
CBCHUBB LIMITED
28,548$7.9M1.05%
24
SLQDISHARES TR
158,227$7.9M1.04%
25
SYKSTRYKER CORPORATION
20,797$7.5M0.99%
26
LLYELI LILLY & CO
9,563$7.4M0.98%
27
IEMGISHARES INC
138,665$7.2M0.96%
28
CSLCARLISLE COS INC
18,906$7.0M0.92%
29
COSTCOSTCO WHSL CORP NEW
7,348$6.7M0.89%
30
TTWOTAKE-TWO INTERACTIVE SOFTWAR
36,526$6.7M0.89%
31
UNHUNITEDHEALTH GROUP INC
12,578$6.4M0.84%
32
MAMASTERCARD INCORPORATED
11,601$6.1M0.81%
33
VBKVANGUARD INDEX FDS
21,366$6.0M0.79%
34
TTTRANE TECHNOLOGIES PLC
16,105$5.9M0.79%
35
ORCLORACLE CORP
35,255$5.9M0.78%
36
BLKBLACKROCK INC
5,659$5.8M0.77%
37
CVXCHEVRON CORP NEW
36,976$5.4M0.71%
38
TRGPTARGA RES CORP
29,410$5.2M0.70%
39
APDAIR PRODS & CHEMS INC
17,257$5.0M0.66%
40
TTEKTETRA TECH INC NEW
123,919$4.9M0.65%
41
ELVELEVANCE HEALTH INC
13,138$4.8M0.64%
42
LRCXLAM RESEARCH CORP
64,475$4.7M0.62%
43
MRKMERCK & CO INC
46,517$4.6M0.61%
44
GOOGALPHABET INC
23,920$4.6M0.60%
45
WMWASTE MGMT INC DEL
22,570$4.6M0.60%
46
DEDEERE & CO
10,587$4.5M0.59%
47
STZCONSTELLATION BRANDS INC
19,435$4.3M0.57%
48
IJHISHARES TR
68,484$4.3M0.57%
49
LOWLOWES COS INC
15,907$3.9M0.52%
50
IJJISHARES TR
30,234$3.8M0.50%
51
AMGNAMGEN INC
14,142$3.7M0.49%
52
AMDADVANCED MICRO DEVICES INC
29,606$3.6M0.47%
53
7SUSUMMIT MATLS INC
69,156$3.5M0.46%
54
VXFVANGUARD INDEX FDS
18,422$3.5M0.46%
55
XOMEXXON MOBIL CORP
32,472$3.5M0.46%
56
PHMPULTE GROUP INC
31,634$3.4M0.46%
57
HDHOME DEPOT INC
8,234$3.2M0.42%
58
NDQINVESCO QQQ TR
6,181$3.2M0.42%
59
TELTE CONNECTIVITY PLC
20,829$3.0M0.39%
60
COFCAPITAL ONE FINL CORP
16,343$2.9M0.39%
61
MRSHMARSH & MCLENNAN COS INC
13,512$2.9M0.38%
62
ABBVABBVIE INC
16,036$2.8M0.38%
63
COPCONOCOPHILLIPS
28,534$2.8M0.37%
64
LINLINDE PLC
6,724$2.8M0.37%
65
TMOTHERMO FISHER SCIENTIFIC INC
5,343$2.8M0.37%
66
PHPARKER-HANNIFIN CORP
4,323$2.7M0.36%
67
FCXFREEPORT-MCMORAN INC
71,269$2.7M0.36%
68
SCHMSCHWAB STRATEGIC TR
94,272$2.6M0.35%
69
FITBFIFTH THIRD BANCORP
60,872$2.6M0.34%
70
PSXPHILLIPS 66
22,157$2.5M0.33%
71
RTXRTX CORPORATION
21,719$2.5M0.33%
72
PGPROCTER AND GAMBLE CO
14,022$2.4M0.31%
73
PNCPNC FINL SVCS GROUP INC
12,034$2.3M0.31%
74
METAMETA PLATFORMS INC
3,941$2.3M0.31%
75
CATCATERPILLAR INC
6,253$2.3M0.30%
76
VOOVANGUARD INDEX FDS
3,667$2.0M0.26%
77
IJRISHARES TR
17,078$2.0M0.26%
78
JNJJOHNSON & JOHNSON
13,516$2.0M0.26%
79
FDXFEDEX CORP
6,943$2.0M0.26%
80
SPYSPDR S&P 500 ETF TR
3,309$1.9M0.26%
81
IWBISHARES TR
6,019$1.9M0.26%
82
GSGOLDMAN SACHS GROUP INC
3,387$1.9M0.26%
83
DHRDANAHER CORPORATION
8,374$1.9M0.25%
84
ARWARROW ELECTRS INC
16,962$1.9M0.25%
85
NVONOVO-NORDISK A S
21,343$1.8M0.24%
86
BSCQINVESCO EXCH TRD SLF IDX FD
93,245$1.8M0.24%
87
BRK/BBERKSHIRE HATHAWAY INC DEL
3,871$1.8M0.23%
88
EEMISHARES TR
40,770$1.7M0.23%
89
HONHONEYWELL INTL INC
7,425$1.7M0.22%
90
QCOMQUALCOMM INC
10,873$1.7M0.22%
91
MDLZMONDELEZ INTL INC
27,766$1.7M0.22%
92
BSCRINVESCO EXCH TRD SLF IDX FD
83,099$1.6M0.21%
93
SPGIS&P GLOBAL INC
2,991$1.5M0.20%
94
LMTLOCKHEED MARTIN CORP
3,033$1.5M0.20%
95
IJKISHARES TR
16,156$1.5M0.19%
96
TFCTRUIST FINL CORP
31,556$1.4M0.18%
97
AEPAMERICAN ELEC PWR CO INC
14,709$1.4M0.18%
98
EFAISHARES TR
16,867$1.3M0.17%
99
XLKSELECT SECTOR SPDR TR
5,259$1.2M0.16%
100
NEENEXTERA ENERGY INC
16,825$1.2M0.16%
Page 1 of 3Next