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CIK: 0001642570
Total reported value
$955.7M
$955.7M
197 檔
18.7%
In Q1 2025, River Wealth Advisors LLC's U.S. equity holdings reached a combined market value of $955.7M, distributed across 197 disclosed stock positions.
In Q1 2025, River Wealth Advisors LLC displayed an active expansion posture, initiating 50 new positions and adding to 0 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 6.66% | +0.18% | +2.18% | |
| 2 | AAPL | Apple Inc | Stock-Tech | 5.47% | +0.32% | +0.51% | |
| 3 | IWR | Ishares Russell Mid-cap ETF | ETF-Other | 4.62% | +0.32% | +1.96% | |
| 4 | MSFT | Microsoft CORP | Stock-Tech | 4.16% | -0.14% | +1.93% | |
| 5 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 3.92% | +0.14% | +2.14% | |
| 6 | NVDA | Nvidia CORP | Stock-Tech | 3.25% | +0.34% | +3.40% | |
| 7 | V | Visa Inc-class A Shares | Stock-Financials | 2.43% | +0.08% | -0.48% | |
| 8 | CWB | Ss Spdr Bb Conv Sec ETF | ETF-Other | 2.39% | +0.20% | +1.03% | |
| 9 | ACN | Accenture plc | Stock-Tech | 2.28% | -1.71% | +6.21% | |
| 10 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 2.27% | +0.55% | +1.91% | |
| 11 | JPM | Jpmorgan Chase & Co | Stock-Financials | 2.25% | +0.04% | +0.43% | |
| 12 | TMUS | T-mobile US Inc | Stock-Comm Services | 2.15% | -1.52% | +8.27% | |
| 13 | VEU | Vanguard Ftse All-world Ex-u | ETF-Other | 2.10% | +0.21% | -4.16% | |
| 14 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.02% | +0.21% | +1.22% | |
| 15 | CRM | Salesforce Inc | Stock-Tech | 1.71% | -0.70% | EXIT | |
| 16 | COR | Cencora Inc | Stock-Healthcare | 1.47% | -0.28% | +1.86% | |
| 17 | CB | Chubb Limited | Stock-Financials | 1.27% | -0.07% | +5.58% | |
| 18 | BAC | Bank Of America CORP | Stock-Financials | 1.26% | +0.10% | +4.41% | |
| 19 | ETN | Eaton Corporation plc | Stock-Industrials | 1.20% | +0.13% | +3.53% | |
| 20 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 1.17% | -0.18% | -4.29% | |
| 21 | TTWO | Take-two Interactive Softwre | Stock-Comm Services | 1.15% | +0.22% | +9.53% | |
| 22 | LLY | Eli Lilly & Co | Stock-Healthcare | 1.14% | +0.22% | +4.10% | |
| 23 | DHI | Dr Horton Inc | Stock-Consumer Disc | 1.13% | — | +11.86% | |
| 24 | CMG | Chipotle Mexican Grill Inc | Stock-Consumer Disc | 1.11% | -0.78% | +11.16% | |
| 25 | PEP | Pepsico Inc | Stock-Consumer Staples | 1.03% | -0.21% | -5.45% | |
| 26 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 1.03% | +0.26% | -1.09% | |
| 27 | SYK | Stryker CORP | Stock-Healthcare | 1.03% | -0.06% | -4.64% | |
| 28 | SLQD | Ishares 0-5 Yr Inv Grd CORP | ETF-Other | 0.96% | -0.11% | -13.27% | |
| 29 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.94% | -0.13% | -2.75% | |
| 30 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.91% | +0.01% | -0.37% | |
| 31 | MA | Mastercard Inc - A | Stock-Financials | 0.87% | -0.05% | -1.66% | |
| 32 | CVX | Chevron CORP | Stock-Energy | 0.85% | -0.18% | -1.35% | |
| 33 | CSL | Carlisle Cos Inc | Stock-Industrials | 0.84% | -0.02% | -6.57% | |
| 34 | TRGP | Targa Resources CORP | Stock-Energy | 0.84% | -0.01% | +1.95% | |
| 35 | BLK | Blackrock Inc | Stock-Financials | 0.81% | -0.08% | +9.44% | |
| 36 | WM | Waste Management Inc | Stock-Industrials | 0.77% | -0.10% | +5.76% | |
| 37 | ELV | Elevance Health Inc | Stock-Healthcare | 0.74% | +0.02% | -6.51% | |
| 38 | TT | Trane Technologies plc | Stock-Industrials | 0.73% | +0.04% | -2.84% | |
| 39 | DE | Deere & Co | Stock-Industrials | 0.73% | — | +5.95% | |
| 40 | VBK | Vanguard Small-cap Grwth ETF | ETF-Other | 0.73% | +0.02% | -2.97% | |
| 41 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.68% | -0.01% | +16.44% | |
| 42 | ORCL | Oracle CORP | Stock-Tech | 0.67% | -0.06% | -1.74% | |
| 43 | APD | Air Products & Chemicals Inc | Stock-Materials | 0.67% | -0.04% | -5.77% | |
| 44 | LRCX | Lam Research CORP | Stock-Tech | 0.61% | +1.27% | -6.68% | |
| 45 | AMGN | Amgen Inc | Stock-Healthcare | 0.60% | -0.04% | -1.72% | |
| 46 | XOM | Exxon Mobil CORP | Stock-Energy | 0.56% | -0.14% | +5.12% | |
| 47 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.55% | +0.01% | -1.07% | |
| 48 | TTEK | Tetra Tech Inc | Stock-Industrials | 0.52% | -0.11% | +3.93% | |
| 49 | IJJ | Ishares S&p Mid-cap 400 Valu | ETF-Other | 0.50% | — | -1.33% | |
| 50 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 0.49% | -0.05% | -5.11% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | IWM | Ishares Russell 2000 ETF | — | NEW | New buy |
| 2 | AAPL | Apple Inc | — | NEW | New buy |
| 3 | IWR | Ishares Russell Mid-cap ETF | — | NEW | New buy |
| 4 | MSFT | Microsoft CORP | — | NEW | New buy |
| 5 | IVV | Ishares Core S&p 500 ETF | — | NEW | New buy |
| 6 | NVDA | Nvidia CORP | — | NEW | New buy |
| 7 | V | Visa Inc-class A Shares | — | NEW | New buy |
| 8 | CWB | Ss Spdr Bb Conv Sec ETF | — | NEW | New buy |
| 9 | ACN | Accenture plc | — | NEW | New buy |
| 10 | GOOGL | Alphabet Inc-cl A | — | NEW | New buy |
| 11 | JPM | Jpmorgan Chase & Co | — | NEW | New buy |
| 12 | TMUS | T-mobile US Inc | — | NEW | New buy |
| 13 | VEU | Vanguard Ftse All-world Ex-u | — | NEW | New buy |
| 14 | AMZN | Amazon.com Inc | — | NEW | New buy |
| 15 | CRM | Salesforce Inc | — | NEW | New buy |
| 16 | COR | Cencora Inc | — | NEW | New buy |
| 17 | CB | Chubb Limited | — | NEW | New buy |
| 18 | BAC | Bank Of America CORP | — | NEW | New buy |
| 19 | ETN | Eaton Corporation plc | — | NEW | New buy |
| 20 | TJX | Tjx Companies Inc | — | NEW | New buy |
| 21 | TTWO | Take-two Interactive Softwre | — | NEW | New buy |
| 22 | LLY | Eli Lilly & Co | — | NEW | New buy |
| 23 | DHI | Dr Horton Inc | — | NEW | New buy |
| 24 | CMG | Chipotle Mexican Grill Inc | — | NEW | New buy |
| 25 | PEP | Pepsico Inc | — | NEW | New buy |
| 26 | IEMG | Ishares Core Msci Emerging | — | NEW | New buy |
| 27 | SYK | Stryker CORP | — | NEW | New buy |
| 28 | SLQD | Ishares 0-5 Yr Inv Grd CORP | — | NEW | New buy |
| 29 | COST | Costco Wholesale CORP | — | NEW | New buy |
| 30 | UNH | Unitedhealth Group Inc | — | NEW | New buy |
| 31 | MA | Mastercard Inc - A | — | NEW | New buy |
| 32 | CVX | Chevron CORP | — | NEW | New buy |
| 33 | CSL | Carlisle Cos Inc | — | NEW | New buy |
| 34 | TRGP | Targa Resources CORP | — | NEW | New buy |
| 35 | BLK | Blackrock Inc | — | NEW | New buy |
| 36 | WM | Waste Management Inc | — | NEW | New buy |
| 37 | ELV | Elevance Health Inc | — | NEW | New buy |
| 38 | TT | Trane Technologies plc | — | NEW | New buy |
| 39 | DE | Deere & Co | — | NEW | New buy |
| 40 | VBK | Vanguard Small-cap Grwth ETF | — | NEW | New buy |
| 41 | MRK | Merck & Co. Inc. | — | NEW | New buy |
| 42 | ORCL | Oracle CORP | — | NEW | New buy |
| 43 | APD | Air Products & Chemicals Inc | — | NEW | New buy |
| 44 | LRCX | Lam Research CORP | — | NEW | New buy |
| 45 | AMGN | Amgen Inc | — | NEW | New buy |
| 46 | XOM | Exxon Mobil CORP | — | NEW | New buy |
| 47 | IJH | Ishares Core S&p Midcap ETF | — | NEW | New buy |
| 48 | TTEK | Tetra Tech Inc | — | NEW | New buy |
| 49 | IJJ | Ishares S&p Mid-cap 400 Valu | — | NEW | New buy |
| 50 | LOW | Lowe's Cos Inc | — | NEW | New buy |
According to official SEC Form 13F filings, River Wealth Advisors LLC reported a total U.S. public equity portfolio value of $955.7M across 197 disclosed positions in Q1 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including IWM, AAPL, IWR) accounted for 18.7% of total reported equity market value during Q1 2025.
Top New Position Initiated
IWM
市值: $47.9M
During Q1 2025, River Wealth Advisors LLC's top holdings by market value included IWM (6.7%)、AAPL (5.5%)、IWR (4.6%). The largest single position, IWM, represented 6.7% of total portfolio value.
In Q1 2025, River Wealth Advisors LLC made 50 total portfolio adjustments, initiating 50 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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