River Wealth Advisors LLC Purchases in Q2 2025

River Wealth Advisors LLC

  • $777 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
SMLF
Ishares Msci Usa Small Cap Mul

ETFs
329K
New
$54.28 - $67.95 $17.8M - $22.3M
329K $22.3M
XSMO
Invesco S&P Smallcap Momentum

ETFs
324K
New
$55.15 - $68.11 $17.9M - $22.1M
324K $22M
NVDA
Nvidia Corp

Technology
8.15K
+ 3.78%
$94.31 - $157.99 $769K - $1.29M
224K $35.4M
MSFT
Microsoft Corp

Technology
2.05K
+ 2.58%
$354.56 - $497.45 $728K - $1.02M
81.7K $40.7M
NOW
Service Now, Inc.

Technology
6.08K
New
$721.65 - $1040.18 $4.38M - $6.32M
6.08K $6.25M
LULU
Lululemon Athletica Inc.

Consumer Cyclical
24.6K
New
$225.56 - $335.19 $5.56M - $8.26M
24.6K $5.86M
IWR
Ishares Russell Mid Cap ETF

ETFs
11.9K
+ 3.05%
$74.88 - $91.97 $892K - $1.1M
403K $37.1M
IVV
Ishares Core S&P 500 ETF

ETFs
784
+ 1.56%
$498.8 - $620.9 $391K - $487K
51K $31.6M
JPM
Jpmorgan Chase & CO

Financial Services
1.19K
+ 1.79%
$210.28 - $289.91 $249K - $344K
67.3K $19.5M
AMZN
Amazon Com Inc

Consumer Cyclical
4.13K
+ 5.4%
$167.32 - $223.3 $690K - $921K
80.6K $17.7M
GOOGL
Alphabet Inc.

Communication Services
4.61K
+ 4.38%
$144.7 - $178.6 $667K - $824K
110K $19.4M
ORCL
Oracle Corp

Technology
1.35K
+ 3.89%
$122.82 - $218.63 $166K - $295K
36K $7.87M
CEG
Constellation Energy Corp

Utilities
748
+ 4.93%
$170.96 - $322.76 $128K - $241K
15.9K $5.14M
TTWO
Take Two Interactive Software Inc

Communication Services
1.98K
+ 4.96%
$194.58 - $243.05 $386K - $482K
42K $10.2M
CWB
Spdr Bloomberg Convertible Sec

ETFs
6.24K
+ 2.78%
$71.86 - $82.66 $448K - $516K
231K $19.1M
BAC
Bank Of America Corp

Financial Services
13.5K
+ 6.23%
$34.39 - $47.46 $466K - $643K
231K $10.9M
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
14.5K
+ 9.15%
$45.98 - $56.15 $667K - $815K
173K $9.71M
CCJ
Cameco Corp

Energy
12.4K
+ 67.33%
$36.68 - $74.46 $457K - $927K
30.9K $2.3M
COF
Capital One Financial Corp

Financial Services
4.31K
+ 27.88%
$150.57 - $212.76 $649K - $916K
19.8K $4.2M
TTEK
Tetra Tech Inc

Industrials
14.8K
+ 11.48%
$28.01 - $36.25 $414K - $536K
144K $5.16M
PEG
Public Service Enterprise Group Inc

Utilities
14.6K
+ 354.05%
$77.13 - $84.18 $1.13M - $1.23M
18.7K $1.58M
DLR
Digital Realty Trust, Inc.

Real Estate
5K
+ 61.4%
$136.11 - $177.69 $681K - $889K
13.1K $2.29M
DE
Deere & CO

Industrials
907
+ 8.09%
$412.99 - $531.48 $375K - $482K
12.1K $6.16M
VUG
Vanguard Growth ETF

ETFs
1.55K
+ 77.13%
$329.49 - $438.4 $510K - $679K
3.56K $1.56M
FCX
Freeport Mcmoran Inc

Basic Materials
8.34K
+ 11.74%
$29.15 - $44.46 $243K - $371K
79.4K $3.44M
QQQ
Invesco Qqq Trust, Series 1

ETFs
399
+ 6.53%
$416.06 - $551.64 $166K - $220K
6.51K $3.59M
WMT
Walmart Inc.

Consumer Defensive
5.3K
+ 54.16%
$81.79 - $99.98 $434K - $530K
15.1K $1.48M
V
Visa Inc.

Financial Services
978
+ 1.96%
$308.27 - $373.31 $301K - $365K
50.9K $18.1M
COST
Costco Wholesale Corp

Consumer Defensive
183
+ 2.56%
$908.13 - $1056.85 $166K - $193K
7.33K $7.26M
ACN
Accenture PLC

Technology
3.94K
+ 7.5%
$279.23 - $323.21 $1.1M - $1.27M
56.4K $16.9M
ABC
Amerisourcebergen Corp

Healthcare
2.41K
+ 6.37%
N/A
40.3K $7.47M
LLY
Eli Lilly & CO

Healthcare
1.15K
+ 11.53%
$713.71 - $898.95 $819K - $1.03M
11.1K $8.66M
CAT
Caterpillar Inc

Industrials
145
+ 2.38%
$273.94 - $388.21 $39.7K - $56.3K
6.23K $2.42M
MRK
Merck & Co., Inc.

Healthcare
11.9K
+ 21.88%
$73.47 - $87.12 $871K - $1.03M
66K $5.23M
VXF
Vanguard Extended Market ETF

ETFs
49
+ 0.28%
$150.43 - $192.71 $7.37K - $9.44K
17.3K $3.34M
CB
Chubb LTD

Financial Services
2.43K
+ 8.08%
$274.32 - $302.46 $668K - $736K
32.6K $9.44M
VTV
Vanguard Value ETF

ETFs
1.74K
+ 54.34%
$153.67 - $176.74 $267K - $307K
4.93K $870K
RTX
Raytheon Technologies Corp

Industrials
225
+ 1.08%
$113.75 - $148.48 $25.6K - $33.4K
21K $3.06M
NFLX
Netflix Inc

Communication Services
43
+ 6.83%
$855.86 - $1339.13 $36.8K - $57.6K
673 $901K
SPY
Spdr S&P 500 ETF Trust

ETFs
193
+ 6.06%
$496.48 - $617.85 $95.8K - $119K
3.38K $2.09M
AVGO
Broadcom Inc.

Technology
317
+ 16.35%
$146.29 - $275.65 $46.4K - $87.4K
2.26K $621K
WM
Waste Management Inc

Industrials
1.45K
+ 6.06%
$216.47 - $242.1 $313K - $350K
25.3K $5.79M
BSCQ
Invesco Et Self Idxd Fd Tr Bul

ETFs
12.6K
+ 11.82%
$19.44 - $19.56 $246K - $247K
119K $2.33M
TSLA
Tesla, Inc.

Consumer Cyclical
583
+ 74.55%
$221.86 - $362.89 $129K - $212K
1.37K $433K
LMT
Lockheed Martin Corp

Industrials
461
New
$430.82 - $486.45 $199K - $224K
461 $213K
IYW
Ishares Dj Us Tech ETF

ETFs
1.22K
New
$122.57 - $173.27 $149K - $211K
1.22K $210K
FIDU
Fidelity Covington Tr Msci Ind

ETFs
2.72K
New
$60.99 - $77.53 $166K - $210K
2.72K $210K
EMR
Emerson Electric CO

Industrials
1.54K
New
$94.15 - $133.33 $145K - $206K
1.54K $205K
BSCR
Invesco Et Self Idxd Fd Tr Bul

ETFs
9.8K
+ 10.33%
$19.49 - $19.66 $191K - $193K
105K $2.06M
Activity Summary
Buys All Purchases 78 New Holdings 8 Increased Positions 70 Sells All Sells 100 Reductions 100 Sold out 0 Options Calls 0 Puts 0
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