River Wealth Advisors LLC Incresed Positions in Q3 2025

River Wealth Advisors LLC

  • $821 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
GOOGL
Alphabet Inc.

Communication Services
495
+ 0.45%
$174.36 - $254.72 $86.3K - $126K
111K $26.9M
WMT
Walmart Inc.

Consumer Defensive
40.5K
+ 268.41%
$94.4 - $104.27 $3.82M - $4.22M
55.6K $5.73M
SMLF
Ishares Msci Usa Small Cap Mul

ETFs
14.7K
+ 4.47%
$68.27 - $75.58 $1M - $1.11M
343K $25.5M
IVV
Ishares Core S&P 500 ETF

ETFs
770
+ 1.51%
$620.67 - $670.08 $478K - $516K
51.7K $34.6M
XSMO
Invesco S&P Smallcap Momentum

ETFs
13.1K
+ 4.05%
$67.1 - $74.29 $881K - $975K
337K $24.8M
IWR
Ishares Russell Mid Cap ETF

ETFs
8.62K
+ 2.14%
$92.26 - $97.51 $795K - $840K
412K $39.7M
CWB
Spdr Bloomberg Convertible Sec

ETFs
3.18K
+ 1.37%
$82.29 - $90.77 $261K - $288K
234K $21.2M
JPM
Jpmorgan Chase & CO

Financial Services
374
+ 0.56%
$282.78 - $316.06 $106K - $118K
67.6K $21.3M
MSFT
Microsoft Corp

Technology
168
+ 0.21%
$491.09 - $535.64 $82.5K - $90K
81.9K $42.4M
MRK
Merck & Co., Inc.

Healthcare
15.9K
+ 24.09%
$77.6 - $87.37 $1.23M - $1.39M
81.9K $6.88M
VEU
Vanguard Ftse All World Ex Us

ETFs
2.65K
+ 1.08%
$66.38 - $71.68 $176K - $190K
247K $17.7M
TTWO
Take Two Interactive Software Inc

Communication Services
1.1K
+ 2.62%
$217.37 - $259.96 $239K - $286K
43.1K $11.1M
CCJ
Cameco Corp

Energy
6.91K
+ 22.33%
$70.47 - $86.89 $487K - $600K
37.8K $3.17M
LLY
Eli Lilly & CO

Healthcare
1.21K
+ 10.92%
$625.65 - $812.69 $759K - $986K
12.3K $9.4M
DLR
Digital Realty Trust, Inc.

Real Estate
4.31K
+ 32.8%
$161.21 - $180.02 $695K - $776K
17.5K $3.02M
ETN
Eaton Corp PLC

Industrials
221
+ 0.67%
$342.99 - $392.76 $75.8K - $86.8K
33.1K $12.4M
PEP
Pepsico Inc

Consumer Defensive
1.33K
+ 2.64%
$133.81 - $152.16 $178K - $203K
51.8K $7.27M
NOW
Service Now, Inc.

Technology
1.35K
+ 22.24%
$850.86 - $1044.69 $1.15M - $1.41M
7.43K $6.83M
SPY
Spdr S&P 500 ETF Trust

ETFs
627
+ 18.57%
$617.65 - $666.84 $387K - $418K
4K $2.67M
TMUS
T Mobile Us, Inc.

Communication Services
2.07K
+ 3.32%
$226.02 - $259.01 $467K - $535K
64.3K $15.4M
AMZN
Amazon Com Inc

Consumer Cyclical
2.3K
+ 2.85%
$211.65 - $238.24 $487K - $548K
82.9K $18.2M
PEG
Public Service Enterprise Group Inc

Utilities
6.08K
+ 32.49%
$79.99 - $90.14 $487K - $548K
24.8K $2.07M
ABC
Amerisourcebergen Corp

Healthcare
2.57K
+ 6.38%
N/A
42.9K $7.94M
DGRO
Ishares Core Dividend Growth E

ETFs
5.1K
+ 62.99%
$64.12 - $68.08 $327K - $347K
13.2K $898K
QQQ
Invesco Qqq Trust, Series 1

ETFs
68
+ 1.05%
$546.99 - $602.2 $37.2K - $40.9K
6.58K $3.95M
IWB
Ishares Tr Russell 1000 ETF

ETFs
379
+ 6.3%
$339.37 - $366.46 $129K - $139K
6.4K $2.34M
CEG
Constellation Energy Corp

Utilities
589
+ 3.7%
$298.82 - $354.89 $176K - $209K
16.5K $5.43M
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
4.56K
+ 5.07%
$28.15 - $30.13 $128K - $137K
94.5K $2.8M
TSLA
Tesla, Inc.

Consumer Cyclical
209
+ 15.31%
$293.94 - $444.72 $61.4K - $92.9K
1.57K $699K
IJK
Ishares S&P Midcap 400 Growth

ETFs
1.88K
+ 11.93%
$91.28 - $97.59 $171K - $183K
17.6K $1.69M
WM
Waste Management Inc

Industrials
2.05K
+ 8.09%
$213.88 - $237.1 $438K - $486K
27.4K $6.04M
CB
Chubb LTD

Financial Services
1.64K
+ 5.03%
$265.99 - $289.59 $436K - $474K
34.2K $9.66M
VUG
Vanguard Growth ETF

ETFs
149
+ 4.19%
$433.97 - $484.08 $64.7K - $72.1K
3.7K $1.78M
AVGO
Broadcom Inc.

Technology
263
+ 11.66%
$264.74 - $369.57 $69.6K - $97.2K
2.52K $831K
PNC
Pnc Financial Services Group, Inc.

Financial Services
32
+ 0.27%
$185.88 - $207.44 $5.95K - $6.64K
11.7K $2.35M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
15
+ 0.49%
$567.77 - $614.76 $8.52K - $9.22K
3.11K $1.9M
VTV
Vanguard Value ETF

ETFs
322
+ 6.53%
$175.51 - $186.57 $56.5K - $60.1K
5.25K $979K
IEMG
Ishares Inc

ETFs
1.56K
+ 1.12%
N/A
141K $7.56M
IWF
Ishares Russell 1000 Gr ETF

ETFs
61
+ 5.85%
$420.11 - $472.68 $25.6K - $28.8K
1.1K $517K
AMAT
Applied Materials Inc

Technology
158
+ 9.3%
$156.25 - $204.95 $24.7K - $32.4K
1.86K $380K
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
1.15K
+ 15.59%
$36.04 - $38.78 $41.6K - $44.8K
8.56K $330K
WFC
Wells Fargo & Company

Financial Services
164
+ 1.44%
$77.05 - $85.16 $12.6K - $14K
11.5K $967K
BSCQ
Invesco Et Self Idxd Fd Tr Bul

ETFs
2.29K
+ 1.92%
$19.49 - $19.61 $44.7K - $45K
122K $2.38M
BSCV
Invesco ETF Self Indexed Fd Tr
1.97K
+ 2.71%
$16.39 - $16.83 $32.3K - $33.2K
74.7K $1.25M
BSCT
Invesco Index Fd Tr Bulletshar

ETFs
1.86K
+ 2.57%
$18.61 - $18.94 $34.6K - $35.2K
74.3K $1.4M
BSCU
Invesco Exc Self Ind Tr

ETFs
2.05K
+ 2.95%
$16.67 - $17.03 $34.1K - $34.8K
71.3K $1.2M
BSCS
Invesco ETF Fd Tr Invesco Bull

ETFs
1.7K
+ 2.47%
$20.41 - $20.67 $34.8K - $35.2K
70.6K $1.45M
NEE
Nextera Energy Inc

Utilities
12
+ 0.25%
$69.77 - $77.54 $837 - $930
4.87K $367K
ONEQ
Fidelity Nasdaq Composite Inde

ETFs
20
+ 0.67%
$79.52 - $89.63 $1.59K - $1.79K
3.02K $269K
Activity Summary
Buys All Purchases 79 New Holdings 7 Increased Positions 72 Sells All Sells 104 Reductions 104 Sold out 0 Options Calls 0 Puts 0
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