River Wealth Advisors LLC Incresed Positions in Q3 2024

River Wealth Advisors LLC

  • $740 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
IWM
Ishares Russell 2000 ETF

ETFs
5.98K
+ 2.74%
$200.87 - $224.6 $1.2M - $1.34M
224K $49.5M
AAPL
Apple Inc.

Technology
344
+ 0.19%
$207.23 - $234.82 $71.3K - $80.8K
177K $41.2M
IWR
Ishares Russell Mid Cap ETF

ETFs
9.42K
+ 2.65%
$79.92 - $88.19 $753K - $831K
365K $32.2M
ACN
Accenture PLC

Technology
2.08K
+ 5.28%
$295.44 - $355.81 $614K - $739K
41.4K $14.6M
TMUS
T Mobile Us, Inc.

Communication Services
7.87K
+ 27.82%
$175.14 - $206.36 $1.38M - $1.62M
36.1K $7.46M
IVV
Ishares Core S&P 500 ETF

ETFs
1.35K
+ 2.84%
$520.18 - $576.82 $703K - $779K
49K $28.3M
CB
Chubb LTD

Financial Services
1.59K
+ 6.88%
$252.51 - $292.2 $401K - $464K
24.6K $7.1M
CWB
Spdr Bloomberg Convertible Sec

ETFs
2.95K
+ 1.38%
$71.19 - $76.59 $210K - $226K
216K $16.6M
BLK
Black Rock Inc.

Financial Services
457
+ 10.65%
$782.27 - $949.51 $357K - $434K
4.75K $4.51M
UNH
Unitedhealth Group Inc

Healthcare
428
+ 3.88%
$488.01 - $604.18 $209K - $259K
11.5K $6.71M
AMD
Advanced Micro Devices Inc

Technology
5.26K
+ 11.84%
$128.67 - $183.96 $677K - $968K
49.7K $8.15M
TRGP
Targa Resources Corp.

Energy
2.64K
+ 9.87%
$127.86 - $156.46 $337K - $413K
29.4K $4.35M
V
Visa Inc.

Financial Services
673
+ 1.4%
$253.74 - $291.56 $171K - $196K
48.6K $13.4M
JPM
Jpmorgan Chase & CO

Financial Services
1.08K
+ 1.71%
$194.9 - $224.8 $210K - $242K
64K $13.5M
TJX
Tjx Companies Inc

Consumer Cyclical
1.42K
+ 1.85%
$107.93 - $120.23 $153K - $170K
77.9K $9.15M
DE
Deere & CO

Industrials
695
+ 8.09%
$344.84 - $418.0 $240K - $291K
9.29K $3.88M
CI
Cigna Corp

Healthcare
1.74K
+ 220.74%
$319.12 - $367.1 $554K - $637K
2.52K $873K
ETN
Eaton Corp PLC

Industrials
229
+ 0.77%
$272.52 - $333.02 $62.4K - $76.3K
29.8K $9.88M
MDLZ
Mondelez International, Inc.

Consumer Defensive
6.23K
+ 36.26%
$64.35 - $75.71 $401K - $471K
23.4K $1.72M
COST
Costco Wholesale Corp

Consumer Defensive
336
+ 4.87%
$801.83 - $917.05 $269K - $308K
7.23K $6.41M
LLY
Eli Lilly & CO

Healthcare
714
+ 9.42%
$772.14 - $960.02 $551K - $685K
8.29K $7.35M
ABBV
Abb Vie Inc.

Healthcare
221
+ 1.34%
$163.84 - $199.33 $36.2K - $44.1K
16.7K $3.3M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
542
+ 15.42%
$405.19 - $478.57 $220K - $259K
4.06K $1.87M
VUG
Vanguard Growth ETF

ETFs
1.07K
+ 114.29%
$341.08 - $391.94 $366K - $420K
2.01K $771K
PEP
Pepsico Inc

Consumer Defensive
946
+ 1.89%
$161.9 - $179.3 $153K - $170K
50.9K $8.65M
SUM
Summit Materials, Inc.

Basic Materials
6.29K
+ 10.54%
$35.61 - $41.78 $224K - $263K
66K $2.57M
XOM
Exxon Mobil Corp

Energy
2.3K
+ 8.3%
$109.72 - $119.0 $253K - $274K
30.1K $3.52M
FCX
Freeport Mcmoran Inc

Basic Materials
4.57K
+ 7.63%
$39.52 - $51.92 $181K - $237K
64.5K $3.22M
META
Meta Platforms, Inc.

Communication Services
42
+ 1.08%
$453.41 - $572.44 $19K - $24K
3.93K $2.25M
IEFA
Ishares Tr

ETFs
2.75K
+ 86.74%
$70.09 - $78.74 $193K - $217K
5.93K $462K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
286
+ 1.72%
$105.53 - $118.34 $30.2K - $33.8K
16.9K $1.97M
WM
Waste Management Inc

Industrials
1.42K
+ 7.73%
$196.96 - $223.45 $280K - $318K
19.9K $4.12M
CARR
Carrier Global Corp

Industrials
2
+ 0.02%
$61.9 - $80.88 $124 - $162
9.71K $781K
BAC
Bank Of America Corp

Financial Services
4.24K
+ 2.27%
$36.65 - $44.13 $155K - $187K
191K $7.57M
ABC
Amerisourcebergen Corp

Healthcare
733
+ 2.17%
N/A
34.5K $6.38M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
62
+ 1.74%
$475.2 - $527.7 $29.5K - $32.7K
3.63K $1.92M
SPY
Spdr S&P 500 ETF Trust

ETFs
40
+ 1.2%
$517.38 - $573.86 $20.7K - $23K
3.36K $1.93M
KO
Coca Cola CO

Consumer Defensive
568
+ 5.79%
$62.69 - $73.01 $35.6K - $41.5K
10.4K $745K
NSC
Norfolk Southern Corp

Industrials
5
+ 0.15%
$213.75 - $259.69 $1.07K - $1.3K
3.42K $848K
ITW
Illinois Tool Works Inc

Industrials
32
+ 0.86%
$233.14 - $263.97 $7.46K - $8.45K
3.76K $985K
SO
Southern CO

Utilities
40
+ 0.6%
$77.0 - $90.52 $3.08K - $3.62K
6.75K $608K
VEA
Vanguard Ftse Developed Market

ETFs
906
+ 7.61%
$47.6 - $53.31 $43.1K - $48.3K
12.8K $676K
TRV
Travelers Companies, Inc.

Financial Services
21
+ 0.82%
$201.87 - $242.35 $4.24K - $5.09K
2.58K $604K
PEG
Public Service Enterprise Group Inc

Utilities
8
+ 0.16%
$73.58 - $89.21 $589 - $714
5K $446K
IJK
Ishares S&P Midcap 400 Growth

ETFs
8
+ 0.05%
$84.81 - $93.54 $678 - $748
16.2K $1.49M
IEMG
Ishares Inc

ETFs
825
+ 0.6%
$53.64 - $53.64 $44.3K - $44.3K
138K $7.42M
VO
Vanguard Mid Cap ETF

ETFs
76
+ 4.72%
$237.84 - $263.83 $18.1K - $20.1K
1.69K $444K
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
13
+ 1.01%
$523.84 - $572.02 $6.81K - $7.44K
1.3K $737K
VTI
Vanguard Total Stock Market Et

ETFs
43
+ 1.72%
$255.18 - $283.2 $11K - $12.2K
2.54K $718K
Activity Summary
Buys All Purchases 94 New Holdings 17 Increased Positions 77 Sells All Sells 103 Reductions 103 Sold out 0 Options Calls 0 Puts 0
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