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
HSY
Hershey CO

Consumer Defensive
-297
- 6.73%
$168.67 - $193.65 $50.1K - $57.5K
4.11K $696K
AMAT
Applied Materials Inc

Technology
-407
- 20.77%
$161.44 - $213.89 $65.7K - $87.1K
1.55K $252K
ITW
Illinois Tool Works Inc

Industrials
-438
- 11.65%
$253.56 - $278.5 $111K - $122K
3.32K $842K
TFC
Truist Financial Corp

Financial Services
-3.53K
- 10.06%
$41.51 - $48.1 $147K - $170K
31.6K $1.37M
TXN
Texas Instruments Inc

Technology
-606
- 20.75%
N/A
2.32K $450K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-187
- 4.61%
$442.29 - $483.08 $82.7K - $90.3K
3.87K $1.75M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-720
- 4.42%
$44.04 - $49.49 $31.7K - $35.6K
15.6K $684K
SPGI
S&P Global Inc.

Financial Services
-73
- 2.38%
$480.36 - $529.17 $35.1K - $38.6K
2.99K $1.49M
NUE
Nucor Corp

Basic Materials
-210
- 10.69%
$115.78 - $167.74 $24.3K - $35.2K
1.76K $204K
GD
General Dynamics Corp

Industrials
-3
- 0.13%
$260.28 - $314.03 $781 - $942
2.24K $590K
FDX
Fedex Corp

Industrials
-474
- 6.39%
$260.5 - $305.15 $123K - $145K
6.94K $1.95M
VGT
Vanguard Information Technolog

ETFs
-174
- 16.94%
$571.78 - $647.97 $99.5K - $113K
853 $530K
VEA
Vanguard Ftse Developed Market

ETFs
-145
- 1.13%
$47.57 - $52.44 $6.9K - $7.6K
12.7K $606K
KMB
Kimberly Clark Corp

Consumer Defensive
-190
- 4.84%
$130.37 - $146.09 $24.8K - $27.8K
3.74K $489K
XLE
Energy Sector Spdr

ETFs
-476
- 3.56%
$83.32 - $97.27 $39.7K - $46.3K
12.9K $1.1M
DLR
Digital Realty Trust, Inc.

Real Estate
-574
- 26.96%
$156.46 - $195.69 $89.8K - $112K
1.56K $275K
IJJ
Ishares S&P Midcap 400 Value E

ETFs
-885
- 2.84%
$121.89 - $135.52 $108K - $120K
30.2K $3.78M
PPG
Ppg Industries Inc

Basic Materials
-93
- 2.18%
$119.09 - $131.37 $11.1K - $12.2K
4.17K $498K
VHT
Vanguard Health Care ETF

ETFs
-76
- 4.9%
$250.81 - $283.3 $19.1K - $21.5K
1.48K $374K
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
-105
- 8.11%
$563.99 - $620.12 $59.2K - $65.1K
1.19K $677K
TRV
Travelers Companies, Inc.

Financial Services
-320
- 12.4%
$225.97 - $266.66 $72.3K - $85.3K
2.26K $544K
XLK
Technology Sector Spdr

ETFs
-409
- 7.22%
$220.26 - $241.44 $90.1K - $98.7K
5.26K $1.22M
VTV
Vanguard Value ETF

ETFs
-197
- 5.81%
$168.32 - $181.87 $33.2K - $35.8K
3.19K $540K
ZBH
Zimmer Biomet Holdings, Inc.

Healthcare
-415
- 12.92%
$101.77 - $113.02 $42.2K - $46.9K
2.8K $295K
MPC
Marathon Petroleum Corp

Energy
-3
- 0.15%
$131.65 - $174.84 $395 - $525
2.01K $279K
DGRO
Ishares Core Dividend Growth E

ETFs
-559
- 6.04%
$60.73 - $64.94 $33.9K - $36.3K
8.7K $533K
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
-197
- 3.82%
$60.13 - $67.31 $11.8K - $13.3K
4.96K $301K
TROW
Price T Rowe Group Inc

Financial Services
-511
- 10.83%
$106.48 - $124.69 $54.4K - $63.7K
4.21K $475K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-539
- 0.78%
$61.68 - $67.87 $33.2K - $36.6K
68.5K $4.27M
MKC
Mccormick & CO Inc

Consumer Defensive
-90
- 2.58%
$73.97 - $84.09 $6.66K - $7.57K
3.4K $258K
TSLA
Tesla, Inc.

Consumer Cyclical
-525
- 40.48%
$213.65 - $479.86 $112K - $252K
772 $311K
VBR
Vanguard Small Cap Value ETF

ETFs
-109
- 7.46%
$197.36 - $217.3 $21.5K - $23.7K
1.35K $267K
ADP
Automatic Data Processing Inc

Industrials
-301
- 7.57%
$280.08 - $307.97 $84.3K - $92.7K
3.67K $1.08M
PEG
Public Service Enterprise Group Inc

Utilities
-8
- 0.16%
$81.87 - $94.51 $655 - $756
4.99K $421K
FTEC
Fidelity Covington Tr Msci Inf

ETFs
-331
- 9.07%
$170.03 - $192.78 $56.3K - $63.8K
3.32K $613K
FIDU
Fidelity Covington Tr Msci Ind

ETFs
-215
- 6.7%
$70.31 - $77.39 $15.1K - $16.6K
3K $210K
NI
Nisource Inc.

Utilities
-2.1K
- 7.52%
$33.74 - $38.25 $70.8K - $80.2K
25.8K $948K
ABT
Abbott Laboratories

Healthcare
-108
- 2.02%
$111.93 - $119.39 $12.1K - $12.9K
5.24K $592K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
-108
- 3.03%
$126.68 - $134.74 $13.7K - $14.6K
3.46K $441K
BRO
Brown & Brown, Inc.

Financial Services
-102
- 2.6%
$100.93 - $113.42 $10.3K - $11.6K
3.81K $389K
AMP
Ameriprise Financial Inc

Financial Services
-101
- 16.29%
$473.15 - $574.01 $47.8K - $58K
519 $276K
RPM
Rpm International Inc

Basic Materials
-130
- 6.75%
$120.09 - $140.26 $15.6K - $18.2K
1.8K $221K
VO
Vanguard Mid Cap ETF

ETFs
-42
- 2.49%
$261.5 - $284.63 $11K - $12K
1.64K $434K
AJG
Arthur J. Gallagher & Co.

Financial Services
-34
- 2.33%
$278.49 - $315.16 $9.47K - $10.7K
1.43K $404K
BMY
Bristol Myers Squibb CO

Healthcare
-736
- 9.02%
$51.92 - $59.94 $38.2K - $44.1K
7.42K $419K
DGX
Quest Diagnostics Inc

Healthcare
-4
- 0.21%
N/A
1.87K $256K
Linde PLC
-388
- 5.46%
N/A
6.72K $0
Te Connectivity PLC
-4.4K
- 17.44%
N/A
20.8K $0
TM
Toyota Motor Corp

Consumer Cyclical
-230
- 7.63%
$169.2 - $199.52 $38.9K - $45.9K
2.78K $541K
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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