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
SO
Southern CO

Utilities
-42
- 0.65%
$84.91 - $92.56 $3.57K - $3.89K
6.45K $592K
BSCU
Invesco Exc Self Ind Tr

ETFs
-815
- 1.16%
$16.31 - $16.78 $13.3K - $13.7K
69.2K $1.16M
UL
Unilever PLC

Consumer Defensive
-437
- 2.64%
$57.9 - $65.43 $25.3K - $28.6K
16.1K $986K
Linde PLC
-112
- 1.85%
N/A
5.95K $0
TROW
Price T Rowe Group Inc

Financial Services
-185
- 4.81%
$80.27 - $98.06 $14.8K - $18.1K
3.66K $353K
Te Connectivity PLC
-227
- 1.12%
N/A
20K $0
Lam Research Corp
-2.28K
- 3.79%
N/A
57.9K $0
TJX
Tjx Companies Inc

Consumer Cyclical
-938
- 1.36%
$119.13 - $135.03 $112K - $127K
68.1K $8.41M
ADP
Automatic Data Processing Inc

Industrials
-26
- 0.73%
$276.76 - $326.81 $7.2K - $8.5K
3.55K $1.09M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
-100
- 2.89%
$114.78 - $133.31 $11.5K - $13.3K
3.36K $447K
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
-490
- 10.74%
$57.14 - $72.68 $28K - $35.6K
4.07K $296K
IR
Ingersoll Rand Inc.

Industrials
-218
- 2.15%
$66.75 - $84.94 $14.6K - $18.5K
9.92K $825K
TOL
Toll Brothers, Inc.

Consumer Cyclical
-335
- 5.44%
$90.5 - $114.3 $30.3K - $38.3K
5.83K $664K
FNCL
Fidelity Covington Tr Msci Fin

ETFs
-51
- 1.11%
$61.08 - $74.04 $3.12K - $3.78K
4.55K $336K
VO
Vanguard Mid Cap ETF

ETFs
-53
- 3.14%
$228.54 - $279.83 $12.1K - $14.8K
1.63K $456K
PHM
Pultegroup Inc

Consumer Cyclical
-580
- 1.86%
$92.02 - $106.54 $53.4K - $61.8K
30.6K $3.23M
NSC
Norfolk Southern Corp

Industrials
-165
- 4.9%
$206.34 - $257.46 $34K - $42.5K
3.21K $820K
MTB
M&T Bank Corp

Financial Services
-51
- 2.04%
$156.58 - $193.99 $7.99K - $9.89K
2.45K $475K
FITB
Fifth Third Bancorp

Financial Services
-1.91K
- 3.41%
$33.32 - $41.51 $63.7K - $79.4K
54.1K $2.23M
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
-10
- 0.85%
$468.22 - $566.51 $4.68K - $5.67K
1.17K $664K
SPGI
S&P Global Inc.

Financial Services
-38
- 1.35%
$438.31 - $527.29 $16.7K - $20K
2.78K $1.47M
GD
General Dynamics Corp

Industrials
-30
- 1.35%
$247.68 - $291.66 $7.43K - $8.75K
2.19K $638K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-318
- 2.6%
$39.89 - $49.46 $12.7K - $15.7K
11.9K $589K
EEM
Ishares Msci Emerging Markets

ETFs
-2.78K
- 7.29%
$38.52 - $48.28 $107K - $134K
35.4K $1.71M
EFA
Ishares Tr Msci Eafe ETF

ETFs
-683
- 4.49%
$72.96 - $90.39 $49.8K - $61.7K
14.5K $1.3M
IJJ
Ishares S&P Midcap 400 Value E

ETFs
-376
- 1.26%
$103.88 - $123.68 $39.1K - $46.5K
29.5K $3.64M
ALLE
Allegion PLC

Industrials
-164
- 2.33%
$118.52 - $145.64 $19.4K - $23.9K
6.88K $991K
MCK
Mckesson Corp

Healthcare
-10
- 0.72%
$652.83 - $732.78 $6.53K - $7.33K
1.38K $1.01M
PNC
Pnc Financial Services Group, Inc.

Financial Services
-272
- 2.28%
$149.76 - $186.42 $40.7K - $50.7K
11.6K $2.17M
WFC
Wells Fargo & Company

Financial Services
-29
- 0.25%
$60.98 - $80.12 $1.77K - $2.32K
11.4K $911K
FTEC
Fidelity Covington Tr Msci Inf

ETFs
-72
- 2.11%
$139.8 - $197.22 $10.1K - $14.2K
3.33K $657K
IJK
Ishares S&P Midcap 400 Growth

ETFs
-91
- 0.58%
$73.7 - $90.98 $6.71K - $8.28K
15.7K $1.43M
CSCO
Cisco Systems, Inc.

Technology
-283
- 1.64%
$53.19 - $69.38 $15.1K - $19.6K
17K $1.18M
MA
Mastercard Inc

Financial Services
-78
- 0.68%
$479.92 - $590.74 $37.4K - $46.1K
11.3K $6.37M
HON
Honeywell International Inc

Industrials
-136
- 1.92%
$182.86 - $232.88 $24.9K - $31.7K
6.95K $1.62M
DIS
Walt Disney CO

Communication Services
-223
- 3.82%
$81.72 - $124.01 $18.2K - $27.7K
5.61K $695K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-47
- 1.5%
$456.74 - $568.03 $21.5K - $26.7K
3.09K $1.76M
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
-451
- 0.5%
$22.92 - $28.05 $10.3K - $12.7K
89.9K $2.52M
XLK
Technology Sector Spdr

ETFs
-200
- 3.86%
$179.73 - $253.23 $35.9K - $50.6K
4.98K $1.26M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-844
- 1.25%
$51.16 - $62.02 $43.2K - $52.3K
66.9K $4.15M
ARW
Arrow Electronics Inc

Technology
-385
- 2.69%
$90.32 - $128.28 $34.8K - $49.4K
13.9K $1.78M
PH
Parker Hannifin Corp

Industrials
-11
- 0.26%
$517.23 - $700.54 $5.69K - $7.71K
4.2K $2.94M
GOOG
Alphabet Inc.

Communication Services
-302
- 1.4%
$146.58 - $180.01 $44.3K - $54.4K
21.3K $3.78M
SYK
Stryker Corp

Healthcare
-82
- 0.41%
$337.37 - $395.63 $27.7K - $32.4K
19.7K $7.81M
CSL
Carlisle Companies Inc

Industrials
-356
- 2.02%
$317.1 - $408.5 $113K - $145K
17.3K $6.46M
GS
Goldman Sachs Group Inc

Financial Services
-5
- 0.15%
$462.22 - $707.75 $2.31K - $3.54K
3.31K $2.34M
META
Meta Platforms, Inc.

Communication Services
-29
- 0.74%
$484.66 - $738.09 $14.1K - $21.4K
3.91K $2.89M
VEU
Vanguard Ftse All World Ex Us

ETFs
-4.39K
- 1.76%
$54.19 - $67.22 $238K - $295K
245K $16.5M
TT
Trane Technologies PLC

Industrials
-211
- 1.35%
$315.21 - $437.41 $66.5K - $92.3K
15.4K $6.75M
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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