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CIK: 0001642570
Total reported value
$955.7M
$955.7M
206 檔
20.1%
The Q4 2024 SEC filing reveals that River Wealth Advisors LLC held a total portfolio value of $955.7M, covering 206 public equity positions.
During Q4 2024, River Wealth Advisors LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
Showing top 200 holdings (of 206 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 6.88% | +0.18% | +4.90% | |
| 2 | AAPL | Apple Inc | Stock-Tech | 5.86% | +0.32% | -0.38% | |
| 3 | IWR | Ishares Russell Mid-cap ETF | ETF-Other | 4.49% | +0.32% | +5.08% | |
| 4 | MSFT | Microsoft CORP | Stock-Tech | 4.37% | -0.14% | +3.07% | |
| 5 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 3.83% | +0.14% | +0.26% | |
| 6 | NVDA | Nvidia CORP | Stock-Tech | 3.72% | +0.34% | -3.35% | |
| 7 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 2.60% | +0.55% | +10.07% | |
| 8 | ACN | Accenture plc | Stock-Tech | 2.30% | -1.71% | +19.32% | |
| 9 | CWB | Ss Spdr Bb Conv Sec ETF | ETF-Other | 2.30% | +0.20% | +2.76% | |
| 10 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.20% | +0.21% | +0.17% | |
| 11 | V | Visa Inc-class A Shares | Stock-Financials | 2.10% | +0.08% | +3.22% | |
| 12 | JPM | Jpmorgan Chase & Co | Stock-Financials | 2.09% | +0.04% | +2.79% | |
| 13 | VEU | Vanguard Ftse All-world Ex-u | ETF-Other | 1.98% | +0.21% | -4.35% | |
| 14 | CRM | Salesforce Inc | Stock-Tech | 1.63% | -0.70% | EXIT | |
| 15 | TMUS | T-mobile US Inc | Stock-Comm Services | 1.57% | -1.52% | +48.42% | |
| 16 | ETN | Eaton Corporation plc | Stock-Industrials | 1.35% | +0.13% | +3.00% | |
| 17 | BAC | Bank Of America CORP | Stock-Financials | 1.21% | +0.10% | +9.03% | |
| 18 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 1.15% | -0.18% | -7.43% | |
| 19 | CMG | Chipotle Mexican Grill Inc | Stock-Consumer Disc | 1.14% | -0.78% | +18.03% | |
| 20 | COR | Cencora Inc | Stock-Healthcare | 1.11% | -0.28% | +8.01% | |
| 21 | DHI | Dr Horton Inc | Stock-Consumer Disc | 1.06% | — | +0.79% | |
| 22 | PEP | Pepsico Inc | Stock-Consumer Staples | 1.05% | -0.21% | +2.87% | |
| 23 | CB | Chubb Limited | Stock-Financials | 1.05% | -0.07% | +15.85% | |
| 24 | SLQD | Ishares 0-5 Yr Inv Grd CORP | ETF-Other | 1.04% | -0.11% | -50.63% | |
| 25 | SYK | Stryker CORP | Stock-Healthcare | 0.99% | -0.06% | -2.12% | |
| 26 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.98% | +0.22% | +15.30% | |
| 27 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 0.96% | +0.26% | +0.24% | |
| 28 | CSL | Carlisle Cos Inc | Stock-Industrials | 0.92% | -0.02% | -2.18% | |
| 29 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.89% | -0.13% | +1.59% | |
| 30 | TTWO | Take-two Interactive Softwre | Stock-Comm Services | 0.89% | +0.22% | +155.30% | |
| 31 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.84% | +0.01% | +9.63% | |
| 32 | MA | Mastercard Inc - A | Stock-Financials | 0.81% | -0.05% | -0.94% | |
| 33 | VBK | Vanguard Small-cap Grwth ETF | ETF-Other | 0.79% | +0.02% | -3.13% | |
| 34 | TT | Trane Technologies plc | Stock-Industrials | 0.79% | +0.04% | -4.65% | |
| 35 | ORCL | Oracle CORP | Stock-Tech | 0.78% | -0.06% | -2.57% | |
| 36 | BLK | Blackrock Inc | Stock-Financials | 0.77% | -0.08% | — | |
| 37 | CVX | Chevron CORP | Stock-Energy | 0.71% | -0.18% | +2.66% | |
| 38 | TRGP | Targa Resources CORP | Stock-Energy | 0.70% | -0.01% | +0.13% | |
| 39 | APD | Air Products & Chemicals Inc | Stock-Materials | 0.66% | -0.04% | -6.76% | |
| 40 | TTEK | Tetra Tech Inc | Stock-Industrials | 0.65% | -0.11% | +9.59% | |
| 41 | ELV | Elevance Health Inc | Stock-Healthcare | 0.64% | +0.02% | -5.67% | |
| 42 | LRCX | Lam Research CORP | Stock-Tech | 0.62% | +1.27% | — | |
| 43 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.61% | -0.01% | +4.96% | |
| 44 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.60% | +0.07% | -8.77% | |
| 45 | WM | Waste Management Inc | Stock-Industrials | 0.60% | -0.10% | +13.69% | |
| 46 | DE | Deere & Co | Stock-Industrials | 0.59% | — | +13.97% | |
| 47 | STZ | Constellation Brands Inc-a | Stock-Consumer Staples | 0.57% | — | +0.35% | |
| 48 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.57% | +0.01% | -0.78% | |
| 49 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 0.52% | -0.05% | -17.68% | |
| 50 | IJJ | Ishares S&p Mid-cap 400 Valu | ETF-Other | 0.50% | — | -2.84% |
According to official SEC Form 13F filings, River Wealth Advisors LLC reported a total U.S. public equity portfolio value of $955.7M across 206 disclosed positions in Q4 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
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In terms of portfolio concentration, the top 5 core holdings (including IWM, AAPL, IWR) accounted for 20.1% of total reported equity market value during Q4 2024.
During Q4 2024, River Wealth Advisors LLC's top holdings by market value included IWM (6.9%)、AAPL (5.9%)、IWR (4.5%). The largest single position, IWM, represented 6.9% of total portfolio value.
In Q4 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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