River Wealth Advisors LLC Sells in Q4 2024

River Wealth Advisors LLC

  • $734 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
SLQD
Ishares 0 5 Year Investment Gr

ETFs
-162K
- 50.63%
$49.58 - $50.28 $8.04M - $8.16M
158K $7.87M
AMD
Advanced Micro Devices Inc

Technology
-20.1K
- 40.42%
$118.88 - $172.8 $2.39M - $3.47M
29.6K $3.58M
DIS
Walt Disney CO

Communication Services
-32.9K
- 84.01%
$92.39 - $117.6 $3.04M - $3.86M
6.26K $696K
CMCSA
Comcast Corp

Communication Services
-68.5K
- 91.15%
$37.39 - $45.14 $2.56M - $3.09M
6.65K $249K
ELV
Elevance Health, Inc.

Healthcare
-789
- 5.67%
$365.96 - $514.62 $289K - $406K
13.1K $4.85M
NVO
Novo Nordisk A S

Healthcare
-13.6K
- 39.0%
$85.0 - $120.04 $1.16M - $1.64M
21.3K $1.84M
VEU
Vanguard Ftse All World Ex Us

ETFs
-11.8K
- 4.35%
$57.29 - $63.1 $678K - $747K
260K $14.9M
CSL
Carlisle Companies Inc

Industrials
-421
- 2.18%
$368.67 - $480.91 $155K - $202K
18.9K $6.97M
PHM
Pultegroup Inc

Consumer Cyclical
-2.42K
- 7.11%
$108.86 - $149.04 $264K - $361K
31.6K $3.44M
LOW
Lowes Companies Inc

Consumer Cyclical
-3.42K
- 17.68%
$244.52 - $284.07 $835K - $970K
15.9K $3.93M
TMO
Thermo Fisher Scientific Inc.

Healthcare
-513
- 8.76%
$501.29 - $612.85 $257K - $314K
5.34K $2.78M
ARW
Arrow Electronics Inc

Technology
-2.8K
- 14.15%
$112.44 - $137.23 $314K - $384K
17K $1.92M
PSX
Phillips 66

Energy
-1.79K
- 7.48%
$110.35 - $138.93 $198K - $249K
22.2K $2.52M
TT
Trane Technologies PLC

Industrials
-786
- 4.65%
$369.35 - $419.14 $290K - $329K
16.1K $5.95M
DHR
Danaher Corp

Healthcare
-667
- 7.38%
$226.16 - $274.52 $151K - $183K
8.37K $1.92M
QQQ
Invesco Qqq Trust, Series 1

ETFs
-1.46K
- 19.15%
$481.22 - $538.17 $705K - $788K
6.18K $3.16M
APD
Air Products & Chemicals, Inc.

Basic Materials
-1.25K
- 6.76%
$285.5 - $335.62 $357K - $420K
17.3K $5.01M
LMT
Lockheed Martin Corp

Industrials
-283
- 8.53%
$479.66 - $614.62 $136K - $174K
3.03K $1.47M
ABBV
Abb Vie Inc.

Healthcare
-658
- 3.94%
$164.99 - $203.87 $109K - $134K
16K $2.85M
TJX
Tjx Companies Inc

Consumer Cyclical
-5.79K
- 7.43%
$112.15 - $127.2 $649K - $736K
72.1K $8.71M
HD
Home Depot, Inc.

Consumer Cyclical
-680
- 7.63%
$385.02 - $431.37 $262K - $293K
8.23K $3.2M
COP
Conocophillips

Energy
-2.21K
- 7.18%
$95.12 - $114.72 $210K - $253K
28.5K $2.83M
QCOM
Qualcomm Inc

Technology
-1.32K
- 10.85%
$150.4 - $178.04 $199K - $236K
10.9K $1.67M
PLD
Prologis, Inc.

Real Estate
-1.4K
- 11.64%
$101.4 - $126.96 $142K - $178K
10.7K $1.13M
JNJ
Johnson & Johnson

Healthcare
-891
- 6.18%
$143.34 - $165.86 $128K - $148K
13.5K $1.95M
EFA
Ishares Tr Msci Eafe ETF

ETFs
-2.86K
- 14.48%
$75.1 - $82.99 $215K - $237K
16.9K $1.28M
EEM
Ishares Msci Emerging Markets

ETFs
-3.31K
- 7.52%
$41.82 - $47.36 $139K - $157K
40.8K $1.71M
AEP
American Electric Power CO Inc

Utilities
-1.44K
- 8.93%
$90.91 - $102.21 $131K - $147K
14.7K $1.36M
UL
Unilever PLC

Consumer Defensive
-2.07K
- 9.79%
$56.7 - $64.64 $117K - $134K
19.1K $1.08M
ORCL
Oracle Corp

Technology
-929
- 2.57%
$165.41 - $192.43 $154K - $179K
35.3K $5.87M
NEE
Nextera Energy Inc

Utilities
-569
- 3.27%
$69.77 - $85.43 $39.7K - $48.6K
16.8K $1.21M
ALLE
Allegion PLC

Industrials
-1K
- 11.43%
$130.63 - $153.36 $131K - $154K
7.75K $1.01M
CL
Colgate Palmolive CO

Consumer Defensive
-886
- 6.39%
$90.22 - $102.31 $79.9K - $90.6K
13K $1.18M
CSCO
Cisco Systems, Inc.

Technology
-6.46K
- 25.93%
$52.45 - $60.02 $339K - $388K
18.4K $1.09M
MCD
Mcdonalds Corp

Consumer Cyclical
-657
- 22.48%
$288.47 - $316.54 $190K - $208K
2.27K $656K
FITB
Fifth Third Bancorp

Financial Services
-4.58K
- 6.99%
$41.76 - $48.44 $191K - $222K
60.9K $2.57M
MAS
Masco Corp

Industrials
-1.55K
- 15.13%
$72.52 - $85.73 $113K - $133K
8.7K $631K
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
-373
- 2.69%
$209.89 - $233.24 $78.3K - $87K
13.5K $2.87M
RTX
Raytheon Technologies Corp

Industrials
-722
- 3.22%
$114.45 - $127.21 $82.6K - $91.8K
21.7K $2.51M
CAT
Caterpillar Inc

Industrials
-50
- 0.79%
$360.37 - $416.88 $18K - $20.8K
6.25K $2.27M
DVY
Ishares Tr

ETFs
-1.28K
- 18.05%
$129.55 - $143.41 $165K - $183K
5.79K $759K
PG
Procter & Gamble CO

Consumer Defensive
-675
- 4.59%
$161.05 - $179.7 $109K - $121K
14K $2.35M
TOL
Toll Brothers, Inc.

Consumer Cyclical
-90
- 1.44%
$123.8 - $167.8 $11.1K - $15.1K
6.16K $775K
SYK
Stryker Corp

Healthcare
-450
- 2.12%
$345.14 - $392.15 $155K - $176K
20.8K $7.49M
KO
Coca Cola CO

Consumer Defensive
-1.38K
- 13.34%
$61.74 - $71.71 $85.4K - $99.2K
8.99K $559K
PH
Parker Hannifin Corp

Industrials
-319
- 6.87%
$621.74 - $709.46 $198K - $226K
4.32K $2.75M
CARR
Carrier Global Corp

Industrials
-833
- 8.58%
$66.69 - $82.65 $55.6K - $68.8K
8.88K $606K
UNP
Union Pacific Corp

Industrials
-471
- 13.25%
$223.15 - $249.32 $105K - $117K
3.09K $703K
XLF
Financial Sector Spdr

ETFs
-3.88K
- 30.98%
$44.89 - $51.34 $174K - $199K
8.64K $417K
Activity Summary
Buys All Purchases 76 New Holdings 16 Increased Positions 60 Sells All Sells 122 Reductions 122 Sold out 0 Options Calls 0 Puts 0
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