River Wealth Advisors LLC Incresed Positions in Q4 2024

River Wealth Advisors LLC

  • $734 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
CRM
Salesforce, Inc.

Technology
24.5K
+ 200.14%
$270.87 - $367.87 $6.63M - $9M
36.7K $12.3M
TTWO
Take Two Interactive Software Inc

Communication Services
22.2K
+ 155.3%
$147.66 - $190.46 $3.28M - $4.23M
36.5K $6.72M
TMUS
T Mobile Us, Inc.

Communication Services
17.5K
+ 48.42%
$206.1 - $246.94 $3.61M - $4.32M
53.6K $11.8M
GOOGL
Alphabet Inc.

Communication Services
9.47K
+ 10.07%
$161.86 - $196.66 $1.53M - $1.86M
103K $19.6M
ACN
Accenture PLC

Technology
8K
+ 19.32%
$343.9 - $376.86 $2.75M - $3.02M
49.4K $17.4M
AMZN
Amazon Com Inc

Consumer Cyclical
126
+ 0.17%
$180.88 - $232.93 $22.8K - $29.3K
75.5K $16.6M
V
Visa Inc.

Financial Services
1.57K
+ 3.22%
$273.87 - $320.91 $429K - $502K
50.2K $15.9M
IWM
Ishares Russell 2000 ETF

ETFs
11K
+ 4.9%
$216.13 - $242.4 $2.37M - $2.66M
235K $51.9M
JPM
Jpmorgan Chase & CO

Financial Services
1.79K
+ 2.79%
$205.18 - $250.29 $367K - $447K
65.8K $15.8M
IWR
Ishares Russell Mid Cap ETF

ETFs
18.6K
+ 5.08%
$87.25 - $95.52 $1.62M - $1.77M
384K $33.9M
BSCQ
Invesco Et Self Idxd Fd Tr Bul

ETFs
81.7K
+ 709.63%
$19.38 - $19.58 $1.58M - $1.6M
93.2K $1.81M
BAC
Bank Of America Corp

Financial Services
17.2K
+ 9.03%
$39.22 - $47.77 $676K - $823K
208K $9.15M
SUM
Summit Materials, Inc.

Basic Materials
3.2K
+ 4.86%
$36.82 - $51.66 $118K - $166K
69.2K $3.5M
TRGP
Targa Resources Corp.

Energy
37
+ 0.13%
$150.58 - $207.69 $5.57K - $7.68K
29.4K $5.25M
CB
Chubb LTD

Financial Services
3.91K
+ 15.85%
$271.57 - $301.89 $1.06M - $1.18M
28.5K $7.89M
CWB
Spdr Bloomberg Convertible Sec

ETFs
5.98K
+ 2.76%
$76.21 - $82.24 $456K - $492K
222K $17.3M
IVV
Ishares Core S&P 500 ETF

ETFs
125
+ 0.26%
$570.51 - $610.59 $71.3K - $76.3K
49.1K $28.9M
DE
Deere & CO

Industrials
1.3K
+ 13.97%
$389.45 - $466.0 $506K - $605K
10.6K $4.49M
ABC
Amerisourcebergen Corp

Healthcare
2.76K
+ 8.01%
N/A
37.2K $6.89M
WM
Waste Management Inc

Industrials
2.72K
+ 13.69%
$201.79 - $228.46 $548K - $621K
22.6K $4.55M
MSFT
Microsoft Corp

Technology
2.33K
+ 3.07%
$406.35 - $454.46 $948K - $1.06M
78.2K $33M
COST
Costco Wholesale Corp

Consumer Defensive
115
+ 1.59%
$873.59 - $994.69 $100K - $114K
7.35K $6.73M
ETN
Eaton Corp PLC

Industrials
894
+ 3.0%
$326.96 - $377.52 $292K - $338K
30.7K $10.2M
VTI
Vanguard Total Stock Market Et

ETFs
411
+ 16.19%
$280.04 - $302.45 $115K - $124K
2.95K $854K
NFLX
Netflix Inc

Communication Services
5
+ 0.81%
$687.65 - $936.56 $3.44K - $4.68K
625 $557K
META
Meta Platforms, Inc.

Communication Services
7
+ 0.18%
$554.08 - $632.68 $3.88K - $4.43K
3.94K $2.32M
SCHA
Schwab Strategic Tr Us Small C

ETFs
9.84K
+ 132.72%
$25.33 - $51.16 $249K - $503K
17.3K $446K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
36
+ 0.99%
$521.84 - $558.82 $18.8K - $20.1K
3.67K $1.98M
IWB
Ishares Tr Russell 1000 ETF

ETFs
39
+ 0.65%
$311.11 - $335.64 $12.1K - $13.1K
6.02K $1.94M
CVX
Chevron Corp

Energy
957
+ 2.66%
$141.15 - $162.53 $135K - $156K
37K $5.36M
SCHW
Schwab Charles Corp

Financial Services
9
+ 0.18%
$63.31 - $82.85 $570 - $746
5.12K $378K
FNCL
Fidelity Covington Tr Msci Fin

ETFs
238
+ 5.28%
$63.19 - $73.31 $15K - $17.4K
4.75K $326K
LLY
Eli Lilly & CO

Healthcare
1.27K
+ 15.3%
$727.2 - $932.06 $923K - $1.18M
9.56K $7.38M
IWO
Ishares Russell 2000 Gwt ETF

ETFs
76
+ 9.0%
$278.19 - $315.36 $21.1K - $24K
920 $264K
IWS
Ishares Russell Midcap Value E

ETFs
209
+ 12.59%
$128.08 - $140.32 $26.8K - $29.3K
1.87K $241K
IEMG
Ishares Inc

ETFs
326
+ 0.24%
N/A
139K $7.44M
AON
Aon PLC

Financial Services
1
+ 0.14%
$344.14 - $393.31 $344 - $393
727 $261K
FHLC
Fidelity Covington Tr Msci Hea

ETFs
588
+ 13.47%
$64.85 - $73.04 $38.1K - $42.9K
4.95K $323K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
194
+ 1.15%
$113.92 - $127.38 $22.1K - $24.7K
17.1K $1.97M
WSO
Watsco Inc

Industrials
2
+ 0.4%
$466.57 - $568.78 $933 - $1.14K
502 $237K
SNPS
Synopsys Inc

Technology
5
+ 0.87%
$485.36 - $588.0 $2.43K - $2.94K
577 $280K
IEFA
Ishares Tr

ETFs
461
+ 7.78%
$70.06 - $77.43 $32.3K - $35.7K
6.39K $449K
CEG
Constellation Energy Corp

Utilities
85
+ 8.18%
$224.28 - $285.52 $19.1K - $24.3K
1.12K $252K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
7.27K
+ 183.1%
$26.93 - $84.95 $196K - $618K
11.2K $307K
XOM
Exxon Mobil Corp

Energy
2.42K
+ 8.06%
$105.51 - $125.37 $255K - $304K
32.5K $3.49M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
5.45K
+ 153.9%
$22.01 - $66.82 $120K - $364K
8.99K $204K
NSC
Norfolk Southern Corp

Industrials
1
+ 0.03%
$230.6 - $277.0 $231 - $277
3.42K $801K
SO
Southern CO

Utilities
21
+ 0.31%
$81.5 - $94.15 $1.71K - $1.98K
6.77K $557K
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
62.1K
+ 193.33%
$27.54 - $83.04 $1.71M - $5.16M
94.3K $2.61M
Activity Summary
Buys All Purchases 76 New Holdings 16 Increased Positions 60 Sells All Sells 122 Reductions 122 Sold out 0 Options Calls 0 Puts 0
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