River Wealth Advisors LLC Reduced Holdings in Q2 2025

River Wealth Advisors LLC

  • $777 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
IWM
Ishares Russell 2000 ETF

ETFs
-153K
- 63.7%
$174.82 - $215.79 $26.7M - $33M
87.2K $18.8M
DHI
Horton D R Inc

Consumer Cyclical
-54.2K
- 84.48%
$115.1 - $129.63 $6.24M - $7.03M
9.96K $1.28M
CRM
Salesforce, Inc.

Technology
-12.4K
- 27.03%
$236.26 - $291.15 $2.94M - $3.62M
33.5K $9.15M
UNH
Unitedhealth Group Inc

Healthcare
-1.31K
- 10.41%
$274.35 - $599.47 $358K - $782K
11.2K $3.5M
VBK
Vanguard Small Cap Growth ETF

ETFs
-12.7K
- 61.32%
$219.76 - $276.94 $2.79M - $3.52M
8.02K $2.22M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-10.7K
- 65.43%
$90.56 - $109.49 $972K - $1.18M
5.67K $620K
TRGP
Targa Resources Corp.

Energy
-1.25K
- 4.18%
$157.32 - $205.72 $197K - $258K
28.7K $5M
CVX
Chevron Corp

Energy
-616
- 1.69%
$133.73 - $168.51 $82.4K - $104K
35.9K $5.13M
SLQD
Ishares 0 5 Year Investment Gr

ETFs
-16.2K
- 11.81%
$49.79 - $50.59 $807K - $820K
121K $6.12M
ELV
Elevance Health, Inc.

Healthcare
-375
- 3.05%
$372.27 - $452.69 $140K - $170K
11.9K $4.63M
COP
Conocophillips

Energy
-2.91K
- 12.17%
$82.66 - $106.1 $240K - $309K
21K $1.88M
LOW
Lowes Companies Inc

Consumer Cyclical
-1.81K
- 11.98%
$210.83 - $235.28 $381K - $426K
13.3K $2.95M
AMGN
Amgen Inc

Healthcare
-208
- 1.5%
$262.28 - $309.85 $54.6K - $64.4K
13.7K $3.82M
PSX
Phillips 66

Energy
-3.47K
- 17.97%
$92.87 - $125.73 $322K - $437K
15.9K $1.89M
FDX
Fedex Corp

Industrials
-1.34K
- 22.11%
$198.07 - $245.17 $266K - $329K
4.73K $1.07M
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
-304
- 2.36%
$212.1 - $244.27 $64.5K - $74.3K
12.6K $2.75M
ABBV
Abb Vie Inc.

Healthcare
-4
- 0.03%
$170.16 - $206.27 $681 - $825
15.3K $2.83M
APD
Air Products & Chemicals, Inc.

Basic Materials
-468
- 2.88%
$248.61 - $294.96 $116K - $138K
15.8K $4.45M
JNJ
Johnson & Johnson

Healthcare
-153
- 1.23%
$146.36 - $159.82 $22.4K - $24.5K
12.3K $1.88M
QCOM
Qualcomm Inc

Technology
-1.46K
- 15.73%
$124.66 - $159.48 $182K - $233K
7.82K $1.24M
PG
Procter & Gamble CO

Consumer Defensive
-240
- 1.88%
$157.66 - $172.39 $37.8K - $41.4K
12.5K $2M
BMY
Bristol Myers Squibb CO

Healthcare
-782
- 10.56%
$44.12 - $59.6 $34.5K - $46.6K
6.63K $306K
PLD
Prologis, Inc.

Real Estate
-686
- 7.93%
$89.76 - $112.34 $61.6K - $77.1K
7.97K $837K
TFC
Truist Financial Corp

Financial Services
-3.81K
- 13.59%
$34.79 - $42.99 $133K - $164K
24.2K $1.04M
XLE
Energy Sector Spdr

ETFs
-50
- 0.43%
$76.44 - $94.13 $3.82K - $4.71K
11.5K $972K
MCD
Mcdonalds Corp

Consumer Cyclical
-100
- 4.69%
$285.55 - $321.23 $28.6K - $32.1K
2.03K $593K
MDLZ
Mondelez International, Inc.

Consumer Defensive
-815
- 2.91%
$63.54 - $68.5 $51.8K - $55.8K
27.2K $1.83M
KMB
Kimberly Clark Corp

Consumer Defensive
-9
- 0.19%
$126.84 - $145.22 $1.14K - $1.31K
4.82K $621K
IEFA
Ishares Tr

ETFs
-1.29K
- 21.64%
$67.83 - $84.09 $87.7K - $109K
4.68K $390K
CL
Colgate Palmolive CO

Consumer Defensive
-290
- 2.54%
$87.57 - $96.0 $25.4K - $27.8K
11.1K $1.01M
HD
Home Depot, Inc.

Consumer Cyclical
-154
- 2.02%
$335.24 - $380.78 $51.6K - $58.6K
7.45K $2.73M
VBR
Vanguard Small Cap Value ETF

ETFs
-315
- 23.49%
$162.76 - $195.77 $51.3K - $61.7K
1.03K $200K
PPL
Ppl Corp

Utilities
-800
- 9.96%
$33.45 - $36.5 $26.8K - $29.2K
7.23K $245K
MAS
Masco Corp

Industrials
-114
- 1.53%
$58.73 - $71.06 $6.7K - $8.1K
7.32K $471K
AJG
Arthur J. Gallagher & Co.

Financial Services
-18
- 1.29%
$310.86 - $348.77 $5.6K - $6.28K
1.38K $442K
MKC
Mccormick & CO Inc

Consumer Defensive
-200
- 6.29%
$71.11 - $82.25 $14.2K - $16.5K
2.98K $225K
VHT
Vanguard Health Care ETF

ETFs
-38
- 2.66%
$236.71 - $261.92 $8.99K - $9.95K
1.39K $345K
FHLC
Fidelity Covington Tr Msci Hea

ETFs
-183
- 3.81%
$61.03 - $67.59 $11.2K - $12.4K
4.62K $295K
AON
Aon PLC

Financial Services
-1
- 0.14%
$335.85 - $398.81 $336 - $399
718 $256K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
-363
- 3.46%
$24.32 - $27.87 $8.83K - $10.1K
10.1K $268K
AVY
Avery Dennison Corp

Industrials
-85
- 2.33%
$159.58 - $183.97 $13.6K - $15.6K
3.56K $624K
TM
Toyota Motor Corp

Consumer Cyclical
-63
- 2.34%
$158.63 - $195.39 $9.99K - $12.3K
2.63K $453K
XLF
Financial Sector Spdr

ETFs
-781
- 9.04%
$43.92 - $52.37 $34.3K - $40.9K
7.86K $411K
DVY
Ishares Tr

ETFs
-62
- 1.08%
$118.37 - $134.86 $7.34K - $8.36K
5.67K $753K
TXN
Texas Instruments Inc

Technology
-81
- 4.01%
N/A
1.94K $376K
NEE
Nextera Energy Inc

Utilities
-64
- 1.3%
$64.11 - $75.0 $4.1K - $4.8K
4.86K $337K
ITW
Illinois Tool Works Inc

Industrials
-35
- 1.11%
$218.41 - $252.43 $7.64K - $8.84K
3.13K $774K
CMI
Cummins Inc

Industrials
-60
- 8.26%
$267.12 - $336.65 $16K - $20.2K
666 $218K
PPG
Ppg Industries Inc

Basic Materials
-206
- 5.57%
$91.66 - $115.04 $18.9K - $23.7K
3.49K $397K
Activity Summary
Buys All Purchases 78 New Holdings 8 Increased Positions 70 Sells All Sells 100 Reductions 100 Sold out 0 Options Calls 0 Puts 0
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