River Wealth Advisors LLC Purchases and Sells in Q2 2025

River Wealth Advisors LLC

$777 Million
Q2 2025

Top Buys

Incresed Positions

70 operations

Stock	Shares change	Price Range	Shares Held	Trade History
NVDA	8.15K + 3.78%	$94.31 - $157.99 $769K - $1.29M	224K $35.4M
MSFT	2.05K + 2.58%	$354.56 - $497.45 $728K - $1.02M	81.7K $40.7M
IWR	11.9K + 3.05%	$74.88 - $91.97 $892K - $1.1M	403K $37.1M
IVV	784 + 1.56%	$498.8 - $620.9 $391K - $487K	51K $31.6M
JPM	1.19K + 1.79%	$210.28 - $289.91 $249K - $344K	67.3K $19.5M
AMZN	4.13K + 5.4%	$167.32 - $223.3 $690K - $921K	80.6K $17.7M

New Holdings

8 operations

Stock	Shares change	Price Range	Shares Held	Trade History
SMLF	329K New	$54.28 - $67.95 $17.8M - $22.3M	329K $22.3M
XSMO	324K New	$55.15 - $68.11 $17.9M - $22.1M	324K $22M
NOW	6.08K New	$721.65 - $1040.18 $4.38M - $6.32M	6.08K $6.25M
LULU	24.6K New	$225.56 - $335.19 $5.56M - $8.26M	24.6K $5.86M
LMT	461 New	$430.82 - $486.45 $199K - $224K	461 $213K
IYW	1.22K New	$122.57 - $173.27 $149K - $211K	1.22K $210K

Top Sells

Reduced Positions

100 operations

Stock	Shares change	Price Range	Shares Held	Trade History
IWM	-153K - 63.7%	$174.82 - $215.79 $26.7M - $33M	87.2K $18.8M
DHI	-54.2K - 84.48%	$115.1 - $129.63 $6.24M - $7.03M	9.96K $1.28M
CRM	-12.4K - 27.03%	$236.26 - $291.15 $2.94M - $3.62M	33.5K $9.15M
UNH	-1.31K - 10.41%	$274.35 - $599.47 $358K - $782K	11.2K $3.5M
VBK	-12.7K - 61.32%	$219.76 - $276.94 $2.79M - $3.52M	8.02K $2.22M
IJR	-10.7K - 65.43%	$90.56 - $109.49 $972K - $1.18M	5.67K $620K

Activity Summary All Purchases 78 New Holdings 8 Increased Positions 70 All Sells 100 Reductions 100 Sold out 0 Calls 0 Puts 0

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