River Wealth Advisors LLC Closed Holding Positions

River Wealth Advisors LLC

  • $697 Million
  • Q1 2025
Stock Closed Quarter Shares Sold Price Range Trade History
SHM
Spdr Nuveen Bloomberg Short Te

ETFs
Q1 2019 Filed on May 07, 2019
118
N/A
SLM
Slm Corp

Financial Services
Q1 2019 Filed on May 07, 2019
300
$8.53 - $11.43 $2.56K - $3.43K
SDOG
Alps Sector Dividend Dogs ETF

ETFs
Q1 2019 Filed on May 07, 2019
700
$38.71 - $43.74 $27.1K - $30.6K
SNY
Sanofi

Healthcare
Q1 2019 Filed on May 07, 2019
450
$40.83 - $45.43 $18.4K - $20.4K
NVT
N Vent Electric PLC

Industrials
Q4 2018 Filed on Jan 25, 2019
847
$20.31 - $27.55 $17.2K - $23.3K
Mazor Robotics LTD
Q4 2018 Filed on Jan 25, 2019
50
N/A
SPTS
Spdr Portfolio Short Term Trea

ETFs
Q4 2018 Filed on Jan 25, 2019
1,273
N/A
CSB
Victory Portf Ii Shs Us Small

ETFs
Q4 2018 Filed on Jan 25, 2019
746
N/A
Buckeye Partners L P
Q4 2018 Filed on Jan 25, 2019
336
N/A
SPSB
Spdr Portfolio Short Term Corp

ETFs
Q4 2018 Filed on Jan 25, 2019
1,900
N/A
OGS
One Gas, Inc.

Utilities
Q4 2018 Filed on Jan 25, 2019
79
$77.41 - $87.03 $6.12K - $6.88K
FEZ
Spdr Euro Stoxx 50 ETF

ETFs
Q4 2018 Filed on Jan 25, 2019
58
N/A
NLY
Annaly Capital Management Inc

Real Estate
Q4 2018 Filed on Jan 25, 2019
236
$9.71 - $10.29 $2.29K - $2.43K
FR
First Industrial Realty Trust Inc

Real Estate
Q4 2018 Filed on Jan 25, 2019
65
$27.6 - $32.4 $1.79K - $2.11K
Enbridge Energy Management L
Q4 2018 Filed on Jan 25, 2019
23
N/A
MGEE
Mge Energy Inc

Utilities
Q4 2018 Filed on Jan 25, 2019
67
$57.74 - $67.69 $3.87K - $4.54K
Mallinckrodt Pub LTD CO
Q4 2018 Filed on Jan 25, 2019
24
N/A
SU
Suncor Energy Inc

Energy
Q4 2018 Filed on Jan 25, 2019
200
$26.18 - $40.0 $5.24K - $8K
Supervalu Inc
Q4 2018 Filed on Jan 25, 2019
350
N/A
IYE
Ishares Tr

ETFs
Q4 2018 Filed on Jan 25, 2019
80
$29.27 - $43.05 $2.34K - $3.44K
CMS
Cms Energy Corp

Utilities
Q4 2018 Filed on Jan 25, 2019
8
$48.14 - $53.48 $385 - $428
Thomson Reuters Corp
Q4 2018 Filed on Jan 25, 2019
34
N/A
Energy Transfer Partners LP
Q4 2018 Filed on Jan 25, 2019
1,050
N/A
HBAN
Huntington Bancshares Inc

Financial Services
Q4 2018 Filed on Jan 25, 2019
81
$11.29 - $15.56 $914 - $1.26K
HMNY
Helios And Matheson Analytics Inc.

Technology
Q4 2018 Filed on Jan 25, 2019
2
N/A
SPTI
Spdr Ser Tr Spdr Portfolio Int

ETFs
Q4 2018 Filed on Jan 25, 2019
643
N/A
MBB
Ishares Tr

ETFs
Q4 2018 Filed on Jan 25, 2019
730
$101.79 - $104.65 $74.3K - $76.4K
Express Scripts Hldg CO
Q4 2018 Filed on Jan 25, 2019
200
N/A
OMC
Omnicom Group Inc.

Communication Services
Q4 2018 Filed on Jan 25, 2019
284
$68.07 - $77.59 $19.3K - $22K
KAR
Kar Auction Services, Inc.

Consumer Cyclical
Q4 2018 Filed on Jan 25, 2019
22
$17.34 - $22.63 $381 - $498
ANGL
Vaneck ETF Tr Fallen Angel Hig

ETFs
Q4 2018 Filed on Jan 25, 2019
885
N/A
ROK
Rockwell Automation, Inc

Industrials
Q4 2018 Filed on Jan 25, 2019
320
$141.77 - $189.89 $45.4K - $60.8K
Aetna Inc New
Q4 2018 Filed on Jan 25, 2019
5,911
N/A
VDE
Vanguard Energy ETF

ETFs
Q4 2018 Filed on Jan 25, 2019
672
N/A
WMK
Weis Markets Inc

Consumer Defensive
Q4 2018 Filed on Jan 25, 2019
100
$41.49 - $48.37 $4.15K - $4.84K
GIS
General Mills Inc

Consumer Defensive
Q4 2018 Filed on Jan 25, 2019
99
$36.7 - $45.68 $3.63K - $4.52K
BCE
Bce Inc

Communication Services
Q4 2018 Filed on Jan 25, 2019
230
$38.88 - $43.18 $8.94K - $9.93K
WDC
Western Digital Corp

Technology
Q4 2018 Filed on Jan 25, 2019
71
$35.06 - $58.36 $2.49K - $4.14K
Praxair Inc
Q4 2018 Filed on Jan 25, 2019
12,094
N/A
SCHC
Schwab Strategic Tr Intl Small

ETFs
Q4 2018 Filed on Jan 25, 2019
88
N/A
FTV
Fortive Corp

Technology
Q4 2018 Filed on Jan 25, 2019
100
$53.26 - $70.65 $5.33K - $7.07K
KBWY
Invesco ETF Tr Ii Kbw Premium

ETFs
Q4 2018 Filed on Jan 25, 2019
821
N/A
Ocean Pwr Technologies Inc
Q4 2018 Filed on Jan 25, 2019
18
N/A
ORAN
Orange

Communication Services
Q4 2018 Filed on Jan 25, 2019
200
$15.44 - $17.02 $3.09K - $3.4K
ADM
Archer Daniels Midland CO

Consumer Defensive
Q4 2018 Filed on Jan 25, 2019
326
$39.62 - $51.79 $12.9K - $16.9K
Rockwell Collins Inc
Q4 2018 Filed on Jan 25, 2019
270
N/A
HSBC
Hsbc Holdings PLC

Financial Services
Q4 2018 Filed on Jan 25, 2019
364
$38.57 - $44.2 $14K - $16.1K
OXY
Occidental Petroleum Corp

Energy
Q4 2018 Filed on Jan 25, 2019
184
$57.11 - $83.13 $10.5K - $15.3K
LBRDA
Liberty Broadband Corp

Communication Services
Q3 2018 Filed on Nov 09, 2018
37
$73.45 - $84.9 $2.72K - $3.14K
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