River Wealth Advisors LLC Sells in Q3 2024

River Wealth Advisors LLC

  • $740 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
LRCX
Lam Research Corp

Technology
-2.28K
- 23.68%
$731.56 - $1127.3 $1.67M - $2.57M
7.36K $6.01M
DIS
Walt Disney CO

Communication Services
-19.9K
- 33.69%
$85.6 - $98.61 $1.7M - $1.96M
39.1K $3.76M
AMZN
Amazon Com Inc

Consumer Cyclical
-6.58K
- 8.02%
$161.02 - $200.0 $1.06M - $1.32M
75.4K $14M
LOW
Lowes Companies Inc

Consumer Cyclical
-10.5K
- 35.28%
$213.3 - $270.78 $2.25M - $2.85M
19.3K $5.23M
CMCSA
Comcast Corp

Communication Services
-28.2K
- 27.29%
$37.33 - $41.78 $1.05M - $1.18M
75.1K $3.14M
NVDA
Nvidia Corp

Technology
-2.84K
- 1.3%
$98.91 - $134.91 $281K - $383K
216K $26.2M
TM
Toyota Motor Corp

Consumer Cyclical
-2.64K
- 46.69%
$167.18 - $207.59 $441K - $548K
3.01K $538K
COP
Conocophillips

Energy
-1.54K
- 4.78%
$102.3 - $116.61 $158K - $180K
30.7K $3.24M
QCOM
Qualcomm Inc

Technology
-379
- 3.01%
$156.12 - $209.64 $59.2K - $79.5K
12.2K $2.07M
PSX
Phillips 66

Energy
-1.09K
- 4.35%
$125.0 - $147.17 $136K - $160K
23.9K $3.15M
FDX
Fedex Corp

Industrials
-399
- 5.1%
$254.64 - $313.52 $102K - $125K
7.42K $2.03M
SLQD
Ishares 0 5 Year Investment Gr

ETFs
-12.4K
- 3.71%
$49.07 - $50.44 $607K - $624K
320K $16.2M
MCD
Mcdonalds Corp

Consumer Cyclical
-1.38K
- 32.09%
$245.82 - $304.51 $339K - $421K
2.92K $889K
HON
Honeywell International Inc

Industrials
-713
- 8.1%
$196.73 - $220.21 $140K - $157K
8.09K $1.67M
WMT
Walmart Inc.

Consumer Defensive
-3.85K
- 42.18%
$66.91 - $81.4 $257K - $313K
5.27K $425K
EFA
Ishares Tr Msci Eafe ETF

ETFs
-3.62K
- 15.49%
$75.32 - $84.37 $272K - $305K
19.7K $1.65M
SCHX
Schwab Strategic Tr Us Large C

ETFs
-2.49K
- 36.38%
$61.11 - $67.85 $152K - $169K
4.35K $295K
MCK
Mckesson Corp

Healthcare
-18
- 1.21%
$479.06 - $630.38 $8.62K - $11.3K
1.47K $725K
BOTZ
Global X Fds

ETFs
-3.81K
- 29.88%
$27.68 - $32.27 $105K - $123K
8.94K $287K
QQQ
Invesco Qqq Trust, Series 1

ETFs
-356
- 4.45%
$434.77 - $502.96 $155K - $179K
7.65K $3.73M
XLRE
Select Sector Spdr Tr Real Est

ETFs
-3.68K
- 34.73%
$38.04 - $45.36 $140K - $167K
6.91K $308K
PLD
Prologis, Inc.

Real Estate
-2.36K
- 16.38%
$111.95 - $132.43 $265K - $313K
12.1K $1.52M
DLR
Digital Realty Trust, Inc.

Real Estate
-643
- 23.2%
$144.47 - $162.98 $92.9K - $105K
2.13K $344K
TROW
Price T Rowe Group Inc

Financial Services
-256
- 5.14%
$101.71 - $120.75 $26K - $30.9K
4.72K $514K
SCHW
Schwab Charles Corp

Financial Services
-29
- 0.56%
$61.74 - $76.08 $1.79K - $2.21K
5.11K $331K
MPC
Marathon Petroleum Corp

Energy
-139
- 6.47%
$158.61 - $180.75 $22K - $25.1K
2.01K $327K
HD
Home Depot, Inc.

Consumer Cyclical
-1.7K
- 16.02%
$333.64 - $405.2 $568K - $689K
8.91K $3.61M
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
-1.07K
- 17.24%
$60.13 - $68.17 $64.6K - $73.2K
5.15K $348K
D
Dominion Energy, Inc

Utilities
-1.47K
- 25.59%
$48.01 - $58.53 $70.5K - $85.9K
4.27K $246K
TSLA
Tesla, Inc.

Consumer Cyclical
-597
- 31.52%
$191.76 - $263.26 $114K - $157K
1.3K $339K
FDIS
Fidelity Covington Tr Msci Con

ETFs
-637
- 21.16%
$75.81 - $88.73 $48.3K - $56.5K
2.37K $209K
HPQ
Hp Inc

Technology
-990
- 12.51%
$32.02 - $38.11 $31.7K - $37.7K
6.93K $248K
TFC
Truist Financial Corp

Financial Services
-4.24K
- 10.79%
$38.22 - $44.94 $162K - $191K
35.1K $1.5M
ZBH
Zimmer Biomet Holdings, Inc.

Healthcare
-199
- 5.84%
$104.47 - $116.17 $20.8K - $23.1K
3.21K $346K
IWF
Ishares Russell 1000 Gr ETF

ETFs
-83
- 7.37%
$332.02 - $382.76 $27.6K - $31.8K
1.04K $391K
ARW
Arrow Electronics Inc

Technology
-2.07K
- 9.47%
$117.29 - $135.1 $242K - $279K
19.8K $2.62M
XLK
Technology Sector Spdr

ETFs
-20
- 0.35%
$197.34 - $237.68 $3.95K - $4.75K
5.67K $1.28M
PPG
Ppg Industries Inc

Basic Materials
-277
- 6.1%
$118.32 - $134.55 $32.8K - $37.3K
4.27K $565K
MOGA
Moog Inc Cla
-10
- 0.55%
N/A
1.8K $0
Linde PLC
-70
- 0.97%
N/A
7.11K $0
DGRO
Ishares Core Dividend Growth E

ETFs
-800
- 7.95%
$57.47 - $62.76 $46K - $50.2K
9.26K $580K
FTEC
Fidelity Covington Tr Msci Inf

ETFs
-14
- 0.38%
$152.9 - $180.39 $2.14K - $2.53K
3.65K $636K
VGT
Vanguard Information Technolog

ETFs
-1
- 0.1%
$514.43 - $606.85 $514 - $607
1.03K $602K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
-202
- 5.36%
$117.9 - $128.2 $23.8K - $25.9K
3.57K $457K
XLF
Financial Sector Spdr

ETFs
-1K
- 7.39%
$40.84 - $45.74 $40.8K - $45.7K
12.5K $567K
MKC
Mccormick & CO Inc

Consumer Defensive
-370
- 9.6%
$69.44 - $84.76 $25.7K - $31.4K
3.49K $286K
VHT
Vanguard Health Care ETF

ETFs
-19
- 1.21%
$261.88 - $288.1 $4.98K - $5.47K
1.55K $437K
AMP
Ameriprise Financial Inc

Financial Services
-9
- 1.43%
$391.53 - $469.81 $3.52K - $4.23K
620 $291K
XLY
Select Sector Spdr Consumer Di

ETFs
-20
- 1.34%
$170.05 - $200.86 $3.4K - $4.02K
1.47K $294K
Activity Summary
Buys All Purchases 94 New Holdings 17 Increased Positions 77 Sells All Sells 103 Reductions 103 Sold out 0 Options Calls 0 Puts 0
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