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CIK: 0001642570
Total reported value
$955.7M
$955.7M
193 檔
17.8%
At the close of Q2 2024, River Wealth Advisors LLC disclosed equity holdings valued at approximately $955.7M, spread across 193 reported holdings.
During Q2 2024, River Wealth Advisors LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 6.34% | +0.18% | +4.10% | |
| 2 | AAPL | Apple Inc | Stock-Tech | 5.34% | +0.32% | +0.19% | |
| 3 | MSFT | Microsoft CORP | Stock-Tech | 4.75% | -0.14% | +1.88% | |
| 4 | IWR | Ishares Russell Mid-cap ETF | ETF-Other | 4.13% | +0.32% | +3.74% | |
| 5 | NVDA | Nvidia CORP | Stock-Tech | 3.88% | +0.34% | +900.21% | |
| 6 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 3.74% | +0.14% | +3.48% | |
| 7 | SLQD | Ishares 0-5 Yr Inv Grd CORP | ETF-Other | 2.35% | -0.11% | -1.51% | |
| 8 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 2.33% | +0.55% | -0.31% | |
| 9 | VEU | Vanguard Ftse All-world Ex-u | ETF-Other | 2.33% | +0.21% | -11.21% | |
| 10 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.27% | +0.21% | +4.07% | |
| 11 | CWB | Ss Spdr Bb Conv Sec ETF | ETF-Other | 2.21% | +0.20% | +0.42% | |
| 12 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.83% | +0.04% | +2.20% | |
| 13 | V | Visa Inc-class A Shares | Stock-Financials | 1.80% | +0.08% | -0.01% | |
| 14 | ACN | Accenture plc | Stock-Tech | 1.71% | -1.71% | +5.21% | |
| 15 | LRCXEUR | Lam Research CORP | Stock-Tech | 1.47% | — | -1.47% | |
| 16 | ETN | Eaton Corporation plc | Stock-Industrials | 1.33% | +0.13% | +2.63% | |
| 17 | DHI | Dr Horton Inc | Stock-Consumer Disc | 1.21% | — | +5.59% | |
| 18 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 1.21% | -0.18% | +6.66% | |
| 19 | PEP | Pepsico Inc | Stock-Consumer Staples | 1.18% | -0.21% | +3.63% | |
| 20 | CSL | Carlisle Cos Inc | Stock-Industrials | 1.15% | -0.02% | -3.21% | |
| 21 | COR | Cencora Inc | Stock-Healthcare | 1.09% | -0.28% | +5.86% | |
| 22 | ELV | Elevance Health Inc | Stock-Healthcare | 1.09% | +0.02% | -2.59% | |
| 23 | BAC | Bank Of America CORP | Stock-Financials | 1.06% | +0.10% | +1.73% | |
| 24 | SYK | Stryker CORP | Stock-Healthcare | 1.06% | -0.06% | -4.45% | |
| 25 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 1.06% | +0.26% | -13.38% | |
| 26 | AMD | Advanced Micro Devices | Stock-Tech | 1.03% | +0.03% | NEW | |
| 27 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.98% | +0.22% | +35.92% | |
| 28 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 0.94% | -0.05% | -4.87% | |
| 29 | CB | Chubb Limited | Stock-Financials | 0.84% | -0.07% | +3.65% | |
| 30 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.84% | -0.13% | +4.11% | |
| 31 | DIS | Walt Disney Co/the | Stock-Comm Services | 0.84% | -0.01% | +0.06% | |
| 32 | TT | Trane Technologies plc | Stock-Industrials | 0.83% | +0.04% | -3.04% | |
| 33 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.81% | +0.01% | +5.41% | |
| 34 | VBK | Vanguard Small-cap Grwth ETF | ETF-Other | 0.79% | +0.02% | -2.70% | |
| 35 | CVX | Chevron CORP | Stock-Energy | 0.79% | -0.18% | +4.85% | |
| 36 | APD | Air Products & Chemicals Inc | Stock-Materials | 0.76% | -0.04% | -2.32% | |
| 37 | MA | Mastercard Inc - A | Stock-Financials | 0.76% | -0.05% | -4.44% | |
| 38 | ORCL | Oracle CORP | Stock-Tech | 0.73% | -0.06% | -0.66% | |
| 39 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.72% | -0.01% | +8.56% | |
| 40 | TMUS | T-mobile US Inc | Stock-Comm Services | 0.71% | -1.52% | +8.18% | |
| 41 | STZ | Constellation Brands Inc-a | Stock-Consumer Staples | 0.71% | — | +2.31% | |
| 42 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.67% | +0.07% | -9.44% | |
| 43 | AMGN | Amgen Inc | Stock-Healthcare | 0.66% | -0.04% | -0.32% | |
| 44 | TTEK | Tetra Tech Inc | Stock-Industrials | 0.63% | -0.11% | +8.74% | |
| 45 | NVO | Novo-nordisk A/s-spons Adr | Stock-Healthcare | 0.61% | — | +87.05% | |
| 46 | PHM | Pultegroup Inc | Stock-Consumer Disc | 0.59% | +0.02% | -2.67% | |
| 47 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.58% | +0.01% | -2.47% | |
| 48 | CMCSA | Comcast Corp-class A | Stock-Comm Services | 0.58% | — | +6.77% | |
| 49 | TEL | TE Connectivity plc | Stock-Tech | 0.56% | — | -4.92% | |
| 50 | WM | Waste Management Inc | Stock-Industrials | 0.56% | -0.10% | +7.05% |
According to official SEC Form 13F filings, River Wealth Advisors LLC reported a total U.S. public equity portfolio value of $955.7M across 193 disclosed positions in Q2 2024.
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In terms of portfolio concentration, the top 5 core holdings (including IWM, AAPL, MSFT) accounted for 17.8% of total reported equity market value during Q2 2024.
During Q2 2024, River Wealth Advisors LLC's top holdings by market value included IWM (6.3%)、AAPL (5.3%)、MSFT (4.8%). The largest single position, IWM, represented 6.3% of total portfolio value.
In Q2 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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