River Wealth Advisors LLC Incresed Positions in Q1 2025

River Wealth Advisors LLC

  • $697 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
TMUS
T Mobile Us, Inc.

Communication Services
4.44K
+ 8.27%
$211.3 - $272.83 $938K - $1.21M
58.1K $15.5M
CEG
Constellation Energy Corp

Utilities
14K
+ 1249.91%
$201.63 - $347.44 $2.83M - $4.88M
15.2K $3.06M
TTWO
Take Two Interactive Software Inc

Communication Services
3.48K
+ 9.53%
$178.61 - $217.95 $622K - $758K
40K $8.29M
CB
Chubb LTD

Financial Services
1.59K
+ 5.58%
$257.71 - $301.99 $411K - $481K
30.1K $9.1M
WM
Waste Management Inc

Industrials
1.3K
+ 5.76%
$200.54 - $233.78 $261K - $304K
23.9K $5.53M
DLR
Digital Realty Trust, Inc.

Real Estate
6.59K
+ 423.86%
$142.1 - $183.56 $937K - $1.21M
8.15K $1.17M
LLY
Eli Lilly & CO

Healthcare
392
+ 4.1%
$725.72 - $929.72 $284K - $364K
9.96K $8.22M
DE
Deere & CO

Industrials
630
+ 5.95%
$408.57 - $509.27 $257K - $321K
11.2K $5.26M
TRGP
Targa Resources Corp.

Energy
573
+ 1.95%
$178.44 - $217.22 $102K - $124K
30K $6.01M
XOM
Exxon Mobil Corp

Energy
1.66K
+ 5.12%
$105.44 - $118.93 $175K - $198K
34.1K $4.06M
WMT
Walmart Inc.

Consumer Defensive
4.7K
+ 92.3%
$84.5 - $105.05 $397K - $494K
9.79K $859K
BSCQ
Invesco Et Self Idxd Fd Tr Bul

ETFs
13.6K
+ 14.59%
$19.42 - $19.54 $264K - $266K
107K $2.08M
BSCR
Invesco Et Self Idxd Fd Tr Bul

ETFs
11.8K
+ 14.23%
$19.43 - $19.62 $230K - $232K
94.9K $1.86M
MDLZ
Mondelez International, Inc.

Consumer Defensive
200
+ 0.72%
$56.12 - $68.15 $11.2K - $13.6K
28K $1.9M
MRK
Merck & Co., Inc.

Healthcare
7.65K
+ 16.44%
$83.01 - $101.02 $635K - $773K
54.2K $4.86M
KMB
Kimberly Clark Corp

Consumer Defensive
1.09K
+ 29.2%
$124.46 - $147.4 $136K - $161K
4.83K $686K
BSCV
Invesco ETF Self Indexed Fd Tr
8.93K
+ 14.05%
$15.87 - $16.38 $142K - $146K
72.5K $1.18M
BSCU
Invesco Exc Self Ind Tr

ETFs
7.85K
+ 12.62%
$16.2 - $16.64 $127K - $131K
70.1K $1.16M
DHI
Horton D R Inc

Consumer Cyclical
6.8K
+ 11.86%
$125.29 - $147.65 $852K - $1M
64.2K $8.16M
BSCT
Invesco Index Fd Tr Bulletshar

ETFs
6.54K
+ 11.65%
$18.18 - $18.58 $119K - $122K
62.7K $1.16M
BSCS
Invesco ETF Fd Tr Invesco Bull

ETFs
5.8K
+ 10.74%
$20.05 - $20.4 $116K - $118K
59.8K $1.22M
ABC
Amerisourcebergen Corp

Healthcare
691
+ 1.86%
N/A
37.9K $7.02M
CRM
Salesforce, Inc.

Technology
9.27K
+ 25.25%
$268.36 - $359.95 $2.49M - $3.34M
46K $12.3M
BSCP
Invesco Et Seld Idxd Fd Tr Bul

ETFs
3.05K
+ 7.3%
$20.64 - $20.73 $63K - $63.2K
44.8K $927K
PPL
Ppl Corp

Utilities
492
+ 6.53%
$31.68 - $36.11 $15.6K - $17.8K
8.03K $290K
NFLX
Netflix Inc

Communication Services
5
+ 0.8%
$828.4 - $1058.6 $4.14K - $5.29K
630 $587K
HSY
Hershey CO

Consumer Defensive
102
+ 2.48%
$144.74 - $186.36 $14.8K - $19K
4.22K $721K
WFC
Wells Fargo & Company

Financial Services
98
+ 0.87%
$66.78 - $81.42 $6.54K - $7.98K
11.4K $818K
VO
Vanguard Mid Cap ETF

ETFs
42
+ 2.55%
$251.87 - $277.95 $10.6K - $11.7K
1.69K $436K
BSCW
Invesco Exg Tr Slf Indx Fd Tr
8.18K
+ 17.34%
N/A
55.4K $0
Invesco Exch Trd Slf Idx Fd
2.8K
+ 18.37%
N/A
18.1K $0
Invesco Exch Trd Slf Idx Fd
6.66K
+ 17.95%
N/A
43.7K $0
Blackrock Inc
534
+ 9.44%
N/A
6.19K $0
FTEC
Fidelity Covington Tr Msci Inf

ETFs
88
+ 2.65%
$161.27 - $192.3 $14.2K - $16.9K
3.41K $549K
VUG
Vanguard Growth ETF

ETFs
19
+ 0.96%
$369.1 - $427.61 $7.01K - $8.12K
2.01K $744K
BAC
Bank Of America Corp

Financial Services
9.17K
+ 4.41%
$39.61 - $47.74 $363K - $438K
217K $9.07M
AVGO
Broadcom Inc.

Technology
87
+ 4.7%
$167.43 - $244.7 $14.6K - $21.3K
1.94K $324K
CWB
Spdr Bloomberg Convertible Sec

ETFs
2.29K
+ 1.03%
$75.99 - $81.58 $174K - $186K
225K $17.2M
TSLA
Tesla, Inc.

Consumer Cyclical
10
+ 1.3%
$222.15 - $428.22 $2.22K - $4.28K
782 $202K
IWR
Ishares Russell Mid Cap ETF

ETFs
7.52K
+ 1.96%
$82.81 - $92.93 $623K - $699K
391K $33.3M
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
15.9K
+ 11.16%
$47.79 - $59.89 $760K - $953K
158K $7.96M
IVV
Ishares Core S&P 500 ETF

ETFs
1.05K
+ 2.14%
$554.06 - $615.85 $582K - $647K
50.2K $28.2M
ACN
Accenture PLC

Technology
3.07K
+ 6.21%
$300.91 - $398.25 $924K - $1.22M
52.5K $16.4M
TTEK
Tetra Tech Inc

Industrials
4.86K
+ 3.93%
$28.26 - $42.58 $137K - $207K
129K $3.77M
ETN
Eaton Corp PLC

Industrials
1.08K
+ 3.53%
$271.83 - $371.23 $294K - $402K
31.8K $8.64M
AMZN
Amazon Com Inc

Consumer Cyclical
921
+ 1.22%
$190.26 - $242.06 $175K - $223K
76.4K $14.5M
MSFT
Microsoft Corp

Technology
1.51K
+ 1.93%
$375.39 - $447.2 $567K - $676K
79.7K $29.9M
GOOGL
Alphabet Inc.

Communication Services
1.97K
+ 1.91%
$154.33 - $206.19 $304K - $406K
105K $16.3M
IWM
Ishares Russell 2000 ETF

ETFs
5.12K
+ 2.18%
$198.1 - $229.79 $1.01M - $1.18M
240K $47.9M
Activity Summary
Buys All Purchases 55 New Holdings 3 Increased Positions 52 Sells All Sells 125 Reductions 125 Sold out 0 Options Calls 0 Puts 0
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