River Wealth Advisors LLC Sells in Q1 2025

River Wealth Advisors LLC

  • $697 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
VEA
Vanguard Ftse Developed Market

ETFs
-425
- 3.35%
$47.4 - $52.99 $20.1K - $22.5K
12.2K $622K
WSO
Watsco Inc

Industrials
-2
- 0.4%
$463.86 - $530.75 $928 - $1.06K
500 $254K
ADP
Automatic Data Processing Inc

Industrials
-98
- 2.67%
$286.85 - $318.64 $28.1K - $31.2K
3.58K $1.09M
AON
Aon PLC

Financial Services
-8
- 1.1%
$348.44 - $409.32 $2.79K - $3.27K
719 $286K
COST
Costco Wholesale Corp

Consumer Defensive
-202
- 2.75%
$890.62 - $1076.86 $180K - $218K
7.15K $6.76M
TRV
Travelers Companies, Inc.

Financial Services
-100
- 4.42%
$232.43 - $265.13 $23.2K - $26.5K
2.16K $571K
BMY
Bristol Myers Squibb CO

Healthcare
-12
- 0.16%
$53.9 - $63.11 $647 - $757
7.41K $451K
SO
Southern CO

Utilities
-278
- 4.1%
$80.96 - $92.96 $22.5K - $25.8K
6.5K $597K
KO
Coca Cola CO

Consumer Defensive
-621
- 6.91%
$60.81 - $72.32 $37.8K - $44.9K
8.37K $599K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-482
- 12.45%
$442.66 - $534.52 $213K - $258K
3.39K $1.8M
AJG
Arthur J. Gallagher & Co.

Financial Services
-27
- 1.89%
$275.89 - $345.24 $7.45K - $9.32K
1.4K $482K
MCK
Mckesson Corp

Healthcare
-72
- 4.92%
$566.21 - $672.99 $40.8K - $48.5K
1.39K $936K
JNJ
Johnson & Johnson

Healthcare
-1.05K
- 7.73%
$142.06 - $167.7 $148K - $175K
12.5K $2.07M
CI
Cigna Corp

Healthcare
-9
- 0.36%
$274.49 - $329.0 $2.47K - $2.96K
2.53K $830K
MA
Mastercard Inc

Financial Services
-193
- 1.66%
$504.67 - $576.31 $97.4K - $111K
11.4K $6.25M
VEU
Vanguard Ftse All World Ex Us

ETFs
-10.8K
- 4.16%
$56.51 - $62.98 $611K - $681K
249K $15.1M
UNH
Unitedhealth Group Inc

Healthcare
-46
- 0.37%
$461.52 - $548.18 $21.2K - $25.2K
12.5K $6.56M
RTX
Raytheon Technologies Corp

Industrials
-973
- 4.48%
$114.1 - $135.66 $111K - $132K
20.7K $2.75M
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
-617
- 4.57%
$208.48 - $244.03 $129K - $151K
12.9K $3.15M
ABBV
Abb Vie Inc.

Healthcare
-769
- 4.8%
$169.2 - $216.66 $130K - $167K
15.3K $3.2M
ELV
Elevance Health, Inc.

Healthcare
-855
- 6.51%
$365.9 - $436.25 $313K - $373K
12.3K $5.34M
AMGN
Amgen Inc

Healthcare
-243
- 1.72%
$258.59 - $327.36 $62.8K - $79.5K
13.9K $4.33M
CVX
Chevron Corp

Energy
-501
- 1.35%
$146.71 - $167.97 $73.5K - $84.2K
36.5K $6.1M
V
Visa Inc.

Financial Services
-243
- 0.48%
$306.92 - $362.71 $74.6K - $88.1K
49.9K $17.5M
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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