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
BSCS
Invesco ETF Fd Tr Invesco Bull

ETFs
9.14K
+ 15.29%
$20.16 - $20.49 $184K - $187K
68.9K $1.41M
BSCT
Invesco Index Fd Tr Bulletshar

ETFs
9.74K
+ 15.54%
$18.28 - $18.7 $178K - $182K
72.4K $1.35M
BSCP
Invesco Et Seld Idxd Fd Tr Bul

ETFs
8.02K
+ 17.89%
$20.66 - $20.74 $166K - $166K
52.9K $1.09M
MS
Morgan Stanley

Financial Services
472
+ 19.3%
$99.83 - $140.86 $47.1K - $66.5K
2.92K $410K
VTI
Vanguard Total Stock Market Et

ETFs
124
+ 4.31%
$243.75 - $303.93 $30.2K - $37.7K
3K $911K
IEMG
Ishares Inc

ETFs
2.23K
+ 1.63%
N/A
139K $7.48M
SCHW
Schwab Charles Corp

Financial Services
391
+ 7.77%
$69.06 - $91.24 $27K - $35.7K
5.42K $494K
CARR
Carrier Global Corp

Industrials
184
+ 2.19%
$55.55 - $75.83 $10.2K - $14K
8.6K $629K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
522
+ 15.4%
$483.48 - $539.8 $252K - $282K
3.91K $1.9M
AMAT
Applied Materials Inc

Technology
146
+ 9.4%
$126.95 - $183.52 $18.5K - $26.8K
1.7K $311K
ABT
Abbott Laboratories

Healthcare
419
+ 8.31%
$123.95 - $138.08 $51.9K - $57.9K
5.46K $743K
VB
Vanguard Small Cap ETF

ETFs
35
+ 0.88%
$193.73 - $237.37 $6.78K - $8.31K
4.01K $951K
MPC
Marathon Petroleum Corp

Energy
71
+ 3.54%
$118.55 - $170.08 $8.42K - $12.1K
2.08K $344K
CI
Cigna Corp

Healthcare
67
+ 2.65%
$301.89 - $340.04 $20.2K - $22.8K
2.59K $856K
KO
Coca Cola CO

Consumer Defensive
397
+ 4.74%
$68.37 - $73.9 $27.1K - $29.3K
8.77K $620K
BSCV
Invesco ETF Self Indexed Fd Tr
173
+ 0.24%
$15.97 - $16.53 $2.76K - $2.86K
72.7K $1.2M
UNP
Union Pacific Corp

Industrials
102
+ 3.59%
$208.27 - $238.46 $21.2K - $24.3K
2.95K $677K
BSCW
Invesco Exg Tr Slf Indx Fd Tr
470
+ 0.85%
N/A
55.8K $0
Invesco Exch Trd Slf Idx Fd
3.11K
+ 17.23%
N/A
21.2K $0
Invesco Exch Trd Slf Idx Fd
1.8K
+ 4.12%
N/A
45.5K $0
Blackrock Inc
645
+ 10.41%
N/A
6.84K $0
DHR
Danaher Corp

Healthcare
43
+ 0.53%
$174.64 - $205.16 $7.51K - $8.82K
8.22K $1.62M
STZ
Constellation Brands, Inc.

Consumer Defensive
1.87K
+ 9.93%
$160.0 - $195.62 $299K - $366K
20.7K $3.37M
XOM
Exxon Mobil Corp

Energy
774
+ 2.27%
$99.93 - $119.04 $77.3K - $92.1K
34.9K $3.76M
TMUS
T Mobile Us, Inc.

Communication Services
4.16K
+ 7.16%
$220.99 - $268.54 $919K - $1.12M
62.2K $14.8M
PEP
Pepsico Inc

Consumer Defensive
955
+ 1.93%
$128.02 - $151.37 $122K - $145K
50.4K $6.66M
AAPL
Apple Inc.

Technology
10.3K
+ 5.78%
$172.42 - $223.89 $1.77M - $2.3M
188K $38.5M
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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