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
SYK
Stryker Corp

Healthcare
-966
- 4.64%
$355.18 - $399.9 $343K - $386K
19.8K $7.38M
UL
Unilever PLC

Consumer Defensive
-2.52K
- 13.21%
$54.72 - $60.29 $138K - $152K
16.6K $986K
ALLE
Allegion PLC

Industrials
-706
- 9.11%
$123.79 - $135.5 $87.4K - $95.7K
7.05K $919K
PPG
Ppg Industries Inc

Basic Materials
-474
- 11.36%
$107.44 - $124.29 $50.9K - $58.9K
3.7K $404K
PEG
Public Service Enterprise Group Inc

Utilities
-869
- 17.4%
$78.2 - $90.39 $68K - $78.5K
4.12K $339K
IEMG
Ishares Inc

ETFs
-1.51K
- 1.09%
N/A
137K $7.36M
VB
Vanguard Small Cap ETF

ETFs
-14
- 0.35%
$217.89 - $252.64 $3.05K - $3.54K
3.98K $882K
CARR
Carrier Global Corp

Industrials
-462
- 5.2%
$62.07 - $70.55 $28.7K - $32.6K
8.42K $533K
TM
Toyota Motor Corp

Consumer Cyclical
-89
- 3.2%
$176.53 - $195.35 $15.7K - $17.4K
2.7K $475K
VTI
Vanguard Total Stock Market Et

ETFs
-75
- 2.54%
$271.18 - $303.12 $20.3K - $22.7K
2.88K $790K
ITW
Illinois Tool Works Inc

Industrials
-155
- 4.67%
$244.9 - $274.48 $38K - $42.5K
3.17K $785K
SPGI
S&P Global Inc.

Financial Services
-169
- 5.65%
$478.26 - $543.77 $80.8K - $91.9K
2.82K $1.43M
AVY
Avery Dennison Corp

Industrials
-112
- 2.98%
$174.58 - $195.91 $19.6K - $21.9K
3.65K $648K
MTB
M&T Bank Corp

Financial Services
-161
- 6.04%
$170.47 - $201.98 $27.4K - $32.5K
2.5K $447K
META
Meta Platforms, Inc.

Communication Services
-1
- 0.03%
$576.36 - $736.67 $576 - $737
3.94K $2.27M
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
-7
- 0.59%
$522.96 - $601.18 $3.66K - $4.21K
1.18K $631K
CMI
Cummins Inc

Industrials
-43
- 5.59%
$312.92 - $386.07 $13.5K - $16.6K
726 $227K
XLY
Select Sector Spdr Consumer Di

ETFs
-7
- 0.5%
$192.6 - $233.2 $1.35K - $1.63K
1.39K $274K
EEM
Ishares Msci Emerging Markets

ETFs
-2.6K
- 6.37%
$40.81 - $45.34 $106K - $118K
38.2K $1.67M
MGC
Vanguard Mega Cap ETF

ETFs
-50
- 2.21%
$199.2 - $222.69 $9.96K - $11.1K
2.21K $445K
EFA
Ishares Tr Msci Eafe ETF

ETFs
-1.67K
- 9.91%
$74.85 - $84.89 $125K - $142K
15.2K $1.24M
ZBH
Zimmer Biomet Holdings, Inc.

Healthcare
-470
- 16.81%
$98.98 - $113.18 $46.5K - $53.2K
2.33K $263K
UNP
Union Pacific Corp

Industrials
-242
- 7.84%
$225.21 - $254.42 $54.5K - $61.6K
2.84K $671K
XLE
Energy Sector Spdr

ETFs
-1.38K
- 10.68%
$85.7 - $93.96 $118K - $129K
11.5K $1.08M
MS
Morgan Stanley

Financial Services
-39
- 1.57%
$111.68 - $141.08 $4.36K - $5.5K
2.45K $285K
AMP
Ameriprise Financial Inc

Financial Services
-3
- 0.58%
$472.29 - $575.13 $1.42K - $1.73K
516 $249K
CSCO
Cisco Systems, Inc.

Technology
-1.14K
- 6.19%
$58.74 - $64.87 $67.1K - $74.1K
17.3K $1.07M
FCX
Freeport Mcmoran Inc

Basic Materials
-192
- 0.27%
$34.5 - $43.01 $6.62K - $8.26K
71.1K $2.69M
DGX
Quest Diagnostics Inc

Healthcare
-150
- 8.03%
N/A
1.72K $235K
VBR
Vanguard Small Cap Value ETF

ETFs
-11
- 0.81%
$183.02 - $207.75 $2.01K - $2.29K
1.34K $249K
DGRO
Ishares Core Dividend Growth E

ETFs
-350
- 4.02%
$60.46 - $64.42 $21.2K - $22.5K
8.35K $515K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
-761
- 6.77%
$27.01 - $28.54 $20.6K - $21.7K
10.5K $292K
DFS
Discover Financial Services

Financial Services
-16
- 0.41%
$152.99 - $203.25 $2.45K - $3.25K
3.9K $665K
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
-393
- 7.93%
$59.28 - $66.1 $23.3K - $26K
4.56K $289K
FNCL
Fidelity Covington Tr Msci Fin

ETFs
-151
- 3.18%
$66.3 - $74.17 $10K - $11.2K
4.6K $319K
NSC
Norfolk Southern Corp

Industrials
-46
- 1.35%
$227.69 - $259.76 $10.5K - $11.9K
3.37K $798K
BR
Broadridge Financial Solutions, Inc.

Technology
-70
- 6.97%
$221.46 - $244.83 $15.5K - $17.1K
935 $226K
NUE
Nucor Corp

Basic Materials
-58
- 3.3%
$114.48 - $142.52 $6.64K - $8.27K
1.7K $204K
Lam Research Corp
-4.3K
- 6.68%
N/A
60.2K $0
Linde PLC
-661
- 9.83%
N/A
6.06K $0
Te Connectivity PLC
-616
- 2.96%
N/A
20.2K $0
IEFA
Ishares Tr

ETFs
-415
- 6.49%
$69.57 - $78.65 $28.9K - $32.6K
5.98K $452K
MKC
Mccormick & CO Inc

Consumer Defensive
-215
- 6.33%
$71.24 - $84.73 $15.3K - $18.2K
3.18K $261K
VHT
Vanguard Health Care ETF

ETFs
-47
- 3.18%
$254.06 - $273.83 $11.9K - $12.9K
1.43K $378K
FHLC
Fidelity Covington Tr Msci Hea

ETFs
-152
- 3.07%
$65.44 - $70.64 $9.95K - $10.7K
4.8K $327K
MCD
Mcdonalds Corp

Consumer Cyclical
-134
- 5.92%
$279.74 - $321.29 $37.5K - $43.1K
2.13K $665K
DVY
Ishares Tr

ETFs
-54
- 0.93%
$128.58 - $138.1 $6.94K - $7.46K
5.73K $770K
GD
General Dynamics Corp

Industrials
-23
- 1.03%
$241.94 - $272.58 $5.56K - $6.27K
2.22K $604K
SCHW
Schwab Charles Corp

Financial Services
-90
- 1.76%
$71.24 - $83.64 $6.41K - $7.53K
5.03K $393K
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
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