River Wealth Advisors LLC Reduced Holdings in Q1 2025

River Wealth Advisors LLC

  • $697 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
GOOG
Alphabet Inc.

Communication Services
-2.32K
- 9.7%
$156.06 - $207.71 $362K - $482K
21.6K $3.37M
ORCL
Oracle Corp

Technology
-615
- 1.74%
$139.81 - $186.47 $86K - $115K
34.6K $4.84M
SLQD
Ishares 0 5 Year Investment Gr

ETFs
-21K
- 13.27%
$49.6 - $50.28 $1.04M - $1.06M
137K $6.9M
CSL
Carlisle Companies Inc

Industrials
-1.24K
- 6.57%
$326.43 - $408.24 $405K - $507K
17.7K $6.01M
NEE
Nextera Energy Inc

Utilities
-11.9K
- 70.72%
$66.96 - $76.16 $797K - $906K
4.93K $349K
STZ
Constellation Brands, Inc.

Consumer Defensive
-599
- 3.08%
$161.05 - $222.93 $96.5K - $134K
18.8K $3.46M
VBK
Vanguard Small Cap Growth ETF

ETFs
-634
- 2.97%
$247.97 - $296.33 $157K - $188K
20.7K $5.22M
TT
Trane Technologies PLC

Industrials
-458
- 2.84%
$332.0 - $400.86 $152K - $184K
15.6K $5.27M
PEP
Pepsico Inc

Consumer Defensive
-2.85K
- 5.45%
$142.64 - $156.42 $407K - $446K
49.5K $7.42M
VXF
Vanguard Extended Market ETF

ETFs
-1.14K
- 6.2%
$170.36 - $201.04 $195K - $230K
17.3K $2.98M
ARW
Arrow Electronics Inc

Technology
-2.63K
- 15.53%
$101.93 - $119.3 $268K - $314K
14.3K $1.49M
TMO
Thermo Fisher Scientific Inc.

Healthcare
-590
- 11.04%
$497.6 - $606.74 $294K - $358K
4.75K $2.37M
HD
Home Depot, Inc.

Consumer Cyclical
-626
- 7.6%
$347.25 - $424.87 $217K - $266K
7.61K $2.79M
LOW
Lowes Companies Inc

Consumer Cyclical
-813
- 5.11%
$222.66 - $268.42 $181K - $218K
15.1K $3.52M
FITB
Fifth Third Bancorp

Financial Services
-4.82K
- 7.91%
$37.48 - $44.96 $181K - $217K
56.1K $2.2M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-530
- 14.45%
$507.05 - $563.67 $269K - $299K
3.14K $1.61M
COP
Conocophillips

Energy
-4.64K
- 16.25%
$88.6 - $105.85 $411K - $491K
23.9K $2.51M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-731
- 1.07%
$57.21 - $65.8 $41.8K - $48.1K
67.8K $3.95M
TJX
Tjx Companies Inc

Consumer Cyclical
-3.1K
- 4.29%
$112.81 - $126.16 $349K - $390K
69K $8.4M
QQQ
Invesco Qqq Trust, Series 1

ETFs
-73
- 1.18%
$468.34 - $539.52 $34.2K - $39.4K
6.11K $2.86M
CAT
Caterpillar Inc

Industrials
-166
- 2.65%
$326.75 - $407.63 $54.2K - $67.7K
6.09K $2.01M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-667
- 3.91%
$102.49 - $119.96 $68.4K - $80K
16.4K $1.72M
VGT
Vanguard Information Technolog

ETFs
-334
- 39.16%
$542.38 - $646.34 $181K - $216K
519 $281K
DHR
Danaher Corp

Healthcare
-199
- 2.38%
$201.62 - $250.59 $40.1K - $49.9K
8.18K $1.68M
QCOM
Qualcomm Inc

Technology
-1.6K
- 14.69%
$151.94 - $175.86 $243K - $281K
9.28K $1.42M
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
-3.88K
- 4.11%
$25.58 - $29.24 $99.2K - $113K
90.4K $2.37M
PHM
Pultegroup Inc

Consumer Cyclical
-436
- 1.38%
$101.09 - $118.51 $44.1K - $51.7K
31.2K $3.21M
PNC
Pnc Financial Services Group, Inc.

Financial Services
-116
- 0.96%
$168.84 - $202.89 $19.6K - $23.5K
11.9K $2.09M
TFC
Truist Financial Corp

Financial Services
-3.52K
- 11.14%
$39.48 - $48.15 $139K - $169K
28K $1.15M
APD
Air Products & Chemicals, Inc.

Basic Materials
-996
- 5.77%
$283.24 - $338.07 $282K - $337K
16.3K $4.8M
IJJ
Ishares S&P Midcap 400 Value E

ETFs
-401
- 1.33%
$117.4 - $131.02 $47.1K - $52.5K
29.8K $3.57M
PH
Parker Hannifin Corp

Industrials
-109
- 2.52%
$591.65 - $707.05 $64.5K - $77.1K
4.21K $2.56M
HON
Honeywell International Inc

Industrials
-343
- 4.62%
$202.75 - $226.52 $69.5K - $77.7K
7.08K $1.5M
PG
Procter & Gamble CO

Consumer Defensive
-1.26K
- 8.97%
$158.56 - $176.26 $199K - $222K
12.8K $2.18M
PLD
Prologis, Inc.

Real Estate
-2.01K
- 18.83%
$103.59 - $124.04 $208K - $249K
8.65K $967K
SPY
Spdr S&P 500 ETF Trust

ETFs
-125
- 3.78%
$551.42 - $612.93 $68.9K - $76.6K
3.18K $1.78M
IJK
Ishares S&P Midcap 400 Growth

ETFs
-351
- 2.17%
$81.62 - $96.63 $28.6K - $33.9K
15.8K $1.32M
XLK
Technology Sector Spdr

ETFs
-77
- 1.46%
$206.38 - $242.18 $15.9K - $18.6K
5.18K $1.07M
COF
Capital One Financial Corp

Financial Services
-895
- 5.48%
$163.87 - $209.82 $147K - $188K
15.4K $2.77M
RY
Royal Bank Of Canada

Financial Services
-735
- 10.03%
$108.81 - $123.4 $80K - $90.7K
6.59K $743K
PSX
Phillips 66

Energy
-2.83K
- 12.78%
$113.93 - $131.55 $323K - $373K
19.3K $2.39M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-3.32K
- 21.32%
$42.5 - $46.71 $141K - $155K
12.2K $553K
GS
Goldman Sachs Group Inc

Financial Services
-72
- 2.13%
$524.81 - $672.19 $37.8K - $48.4K
3.32K $1.81M
SCHA
Schwab Strategic Tr Us Small C

ETFs
-3.69K
- 21.37%
$23.16 - $27.04 $85.4K - $99.7K
13.6K $317K
IR
Ingersoll Rand Inc.

Industrials
-198
- 1.92%
$79.44 - $94.23 $15.7K - $18.7K
10.1K $811K
TROW
Price T Rowe Group Inc

Financial Services
-363
- 8.62%
$91.57 - $116.93 $33.2K - $42.4K
3.85K $353K
DIS
Walt Disney CO

Communication Services
-423
- 6.76%
$96.87 - $114.0 $41K - $48.2K
5.83K $575K
MAS
Masco Corp

Industrials
-1.27K
- 14.59%
$68.67 - $81.85 $87.2K - $104K
7.43K $516K
CL
Colgate Palmolive CO

Consumer Defensive
-1.56K
- 11.99%
$85.68 - $97.5 $133K - $152K
11.4K $1.07M
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
Track This Portfolio

Track River Wealth Advisors LLC Portfolio

Follow River Wealth Advisors LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of River Wealth Advisors LLC, based on Form 13F filings with the SEC.

News

Stay updated on River Wealth Advisors LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email