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
STZ
Constellation Brands, Inc.

Consumer Defensive
166
+ 0.86%
$236.42 - $259.82 $39.2K - $43.1K
19.4K $4.99M
NFLX
Netflix Inc

Communication Services
39
+ 6.71%
$598.55 - $722.26 $23.3K - $28.2K
620 $439K
DFS
Discover Financial Services

Financial Services
38
+ 0.96%
$123.41 - $144.72 $4.69K - $5.5K
4K $560K
AON
Aon PLC

Financial Services
10
+ 1.4%
$293.16 - $351.06 $2.93K - $3.51K
726 $251K
CMI
Cummins Inc

Industrials
8
+ 1.05%
$266.63 - $326.4 $2.13K - $2.61K
769 $248K
AJG
Arthur J. Gallagher & Co.

Financial Services
24
+ 1.67%
$259.22 - $299.75 $6.22K - $7.19K
1.46K $410K
SCHA
Schwab Strategic Tr Us Small C

ETFs
81
+ 1.1%
$46.9 - $51.96 $3.8K - $4.21K
7.41K $381K
MS
Morgan Stanley

Financial Services
114
+ 4.6%
$92.07 - $106.96 $10.5K - $12.2K
2.59K $269K
IWO
Ishares Russell 2000 Gwt ETF

ETFs
37
+ 4.58%
$256.4 - $289.78 $9.49K - $10.7K
844 $239K
TXN
Texas Instruments Inc

Technology
99
+ 3.51%
$194.6 - $194.6 $19.3K - $19.3K
2.92K $568K
WSO
Watsco Inc

Industrials
8
+ 1.63%
$448.73 - $519.89 $3.59K - $4.16K
500 $245K
KMB
Kimberly Clark Corp

Consumer Defensive
1
+ 0.03%
$135.05 - $148.35 $135 - $148
3.93K $558K
AVY
Avery Dennison Corp

Industrials
5
+ 0.13%
$202.27 - $224.18 $1.01K - $1.12K
3.76K $829K
DGX
Quest Diagnostics Inc

Healthcare
4
+ 0.21%
$137.09 - $137.09 $548 - $548
1.87K $256K
MRK
Merck & Co., Inc.

Healthcare
3.67K
+ 9.02%
$111.15 - $128.97 $407K - $473K
44.3K $5.03M
EMR
Emerson Electric CO

Industrials
2
+ 0.11%
$98.19 - $118.87 $196 - $238
1.89K $206K
NUE
Nucor Corp

Basic Materials
9
+ 0.46%
$137.77 - $166.14 $1.24K - $1.5K
1.97K $295K
WFC
Wells Fargo & Company

Financial Services
164
+ 1.46%
$51.58 - $60.97 $8.46K - $10K
11.4K $641K
XLE
Energy Sector Spdr

ETFs
1
+ 0.01%
$84.35 - $93.39 $84.4 - $93.4
13.4K $1.17M
SNPS
Synopsys Inc

Technology
7
+ 1.24%
$463.97 - $621.3 $3.25K - $4.35K
572 $289K
AMAT
Applied Materials Inc

Technology
19
+ 0.98%
$174.88 - $254.97 $3.32K - $4.84K
1.96K $396K
NVO
Novo Nordisk A S

Healthcare
5.37K
+ 18.11%
$119.07 - $145.42 $639K - $780K
35K $4.17M
CVX
Chevron Corp

Energy
628
+ 1.77%
$137.88 - $161.97 $86.6K - $102K
36K $5.3M
GOOG
Alphabet Inc.

Communication Services
637
+ 2.49%
$149.54 - $192.66 $95.3K - $123K
26.2K $4.38M
MSFT
Microsoft Corp

Technology
1.82K
+ 2.46%
$395.15 - $467.56 $718K - $850K
75.8K $32.6M
GOOGL
Alphabet Inc.

Communication Services
4.62K
+ 5.17%
$148.65 - $191.18 $687K - $884K
94K $15.6M
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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