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CIK: 0001642570
Total reported value
$955.7M
$955.7M
208 檔
16.5%
The Q1 2024 SEC filing reveals that River Wealth Advisors LLC held a total portfolio value of $955.7M, covering 208 public equity positions.
During Q1 2024, River Wealth Advisors LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
In terms of portfolio concentration, the top 5 core holdings (including IWM, MSFT, AAPL) accounted for 16.5% of total reported equity market value during Q1 2024.
Showing top 200 holdings (of 208 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 6.40% | +0.18% | +6.14% | |
| 2 | MSFT | Microsoft CORP | Stock-Tech | 4.44% | -0.14% | +2.42% | |
| 3 | AAPL | Apple Inc | Stock-Tech | 4.40% | +0.32% | +0.60% | |
| 4 | IWR | Ishares Russell Mid-cap ETF | ETF-Other | 4.19% | +0.32% | +5.34% | |
| 5 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 3.52% | +0.14% | -10.00% | |
| 6 | NVDA | Nvidia CORP | Stock-Tech | 2.87% | +0.34% | +6.29% | |
| 7 | VEU | Vanguard Ftse All-world Ex-u | ETF-Other | 2.66% | +0.21% | -11.28% | |
| 8 | SLQD | Ishares 0-5 Yr Inv Grd CORP | ETF-Other | 2.42% | -0.11% | -3.37% | |
| 9 | CWB | Ss Spdr Bb Conv Sec ETF | ETF-Other | 2.26% | +0.20% | +2.41% | |
| 10 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.07% | +0.21% | +3.84% | |
| 11 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.97% | +0.55% | +2.44% | |
| 12 | V | Visa Inc-class A Shares | Stock-Financials | 1.94% | +0.08% | -0.61% | |
| 13 | ACN | Accenture plc | Stock-Tech | 1.88% | -1.71% | +3.85% | |
| 14 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.79% | +0.04% | +3.60% | |
| 15 | LRCXEUR | Lam Research CORP | Stock-Tech | 1.38% | — | +4.94% | |
| 16 | DHI | Dr Horton Inc | Stock-Consumer Disc | 1.36% | — | +1.85% | |
| 17 | ETN | Eaton Corporation plc | Stock-Industrials | 1.31% | +0.13% | +1.86% | |
| 18 | PEP | Pepsico Inc | Stock-Consumer Staples | 1.23% | -0.21% | +3.89% | |
| 19 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 1.19% | +0.26% | -7.90% | |
| 20 | SYK | Stryker CORP | Stock-Healthcare | 1.19% | -0.06% | -5.78% | |
| 21 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 1.16% | -0.05% | +0.33% | |
| 22 | CSL | Carlisle Cos Inc | Stock-Industrials | 1.16% | -0.02% | -1.06% | |
| 23 | COR | Cencora Inc | Stock-Healthcare | 1.13% | -0.28% | +5.47% | |
| 24 | ELV | Elevance Health Inc | Stock-Healthcare | 1.08% | +0.02% | -2.12% | |
| 25 | AMD | Advanced Micro Devices | Stock-Tech | 1.07% | +0.03% | NEW | |
| 26 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 1.06% | -0.18% | +10.35% | |
| 27 | DIS | Walt Disney Co/the | Stock-Comm Services | 1.05% | -0.01% | +4.23% | |
| 28 | BAC | Bank Of America CORP | Stock-Financials | 1.01% | +0.10% | +2.05% | |
| 29 | MA | Mastercard Inc - A | Stock-Financials | 0.88% | -0.05% | -6.76% | |
| 30 | VBK | Vanguard Small-cap Grwth ETF | ETF-Other | 0.86% | +0.02% | +0.46% | |
| 31 | CB | Chubb Limited | Stock-Financials | 0.84% | -0.07% | +9.39% | |
| 32 | TT | Trane Technologies plc | Stock-Industrials | 0.80% | +0.04% | -2.21% | |
| 33 | CVX | Chevron CORP | Stock-Energy | 0.77% | -0.18% | +5.36% | |
| 34 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.75% | +0.01% | +2.88% | |
| 35 | STZ | Constellation Brands Inc-a | Stock-Consumer Staples | 0.74% | — | +3.70% | |
| 36 | APD | Air Products & Chemicals Inc | Stock-Materials | 0.74% | -0.04% | -0.40% | |
| 37 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.72% | -0.01% | +8.79% | |
| 38 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.71% | -0.13% | +23.46% | |
| 39 | CVS | Cvs Health CORP | Stock-Healthcare | 0.68% | — | +7.24% | |
| 40 | PHM | Pultegroup Inc | Stock-Consumer Disc | 0.67% | +0.02% | -3.67% | |
| 41 | ORCL | Oracle CORP | Stock-Tech | 0.67% | -0.06% | +9.36% | |
| 42 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 0.64% | +0.02% | -21.52% | |
| 43 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.63% | +0.22% | +224.62% | |
| 44 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.63% | +0.01% | +371.96% | |
| 45 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.63% | +0.07% | -3.39% | |
| 46 | TMUS | T-mobile US Inc | Stock-Comm Services | 0.62% | -1.52% | +16.90% | |
| 47 | AMGN | Amgen Inc | Stock-Healthcare | 0.61% | -0.04% | -2.98% | |
| 48 | CMCSA | Comcast Corp-class A | Stock-Comm Services | 0.61% | — | +8.21% | |
| 49 | PSX | Phillips 66 | Stock-Energy | 0.61% | -0.04% | +1.48% | |
| 50 | COP | Conocophillips | Stock-Energy | 0.60% | -0.06% | -0.22% |
According to official SEC Form 13F filings, River Wealth Advisors LLC reported a total U.S. public equity portfolio value of $955.7M across 208 disclosed positions in Q1 2024.
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During Q1 2024, River Wealth Advisors LLC's top holdings by market value included IWM (6.4%)、MSFT (4.4%)、AAPL (4.4%). The largest single position, IWM, represented 6.4% of total portfolio value.
In Q1 2024, River Wealth Advisors LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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