River Wealth Advisors LLC Portfolio Holdings

River Wealth Advisors LLC

  • $734 Million
  • Q4 2024

River Wealth Advisors LLC has filed its 13F form on February 13, 2025 for Q4 2024 where it was disclosed a total value porftolio of $734 Million distributed in 207 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Russell 2000 ETF with a value of $51.9M, Apple Inc. with a value of $44.2M, Ishares Russell Mid Cap ETF with a value of $33.9M, Microsoft Corp with a value of $33M, and Ishares Core S&P 500 ETF with a value of $28.9M.

Examining the 13F form we can see an decrease of $5.86M in the current position value, from $740M to 734M.

River Wealth Advisors LLC is based out at Camp Hill, PA

Below you can find more details about River Wealth Advisors LLC portfolio as well as his latest detailed transactions.

Portfolio value $734 Million
ETFs: $222 Million
Technology: $151 Million
Financial Services: $79.1 Million
Industrials: $58.3 Million
Healthcare: $55.7 Million
Consumer Cyclical: $54.7 Million
Communication Services: $46.5 Million
Consumer Defensive: $27.7 Million
Other: $38.3 Million

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$77.9B
$2.75 Million 0.37% of portfolio
4,323
Q4 2024 Reduced 6.87%
$27B
$2.57 Million 0.35% of portfolio
60,872
Q4 2024 Reduced 6.99%
$60.7B
$2.52 Million 0.34% of portfolio
22,157
Q4 2024 Reduced 7.48%
$189B
$2.51 Million 0.34% of portfolio
21,719
Q4 2024 Reduced 3.22%
$418B
$2.35 Million 0.32% of portfolio
14,022
Q4 2024 Reduced 4.59%
$1.41T
$2.32 Million 0.32% of portfolio
3,941
Q4 2024 Added 0.18%
$70.5B
$2.32 Million 0.32% of portfolio
12,034
Q4 2024 Reduced 3.67%
$182B
$2.27 Million 0.31% of portfolio
6,253
Q4 2024 Reduced 0.79%
$438B
$1.95 Million 0.27% of portfolio
13,516
Q4 2024 Reduced 6.18%
$64.1B
$1.95 Million 0.27% of portfolio
6,943
Q4 2024 Reduced 6.39%
$6.9B
$1.92 Million 0.26% of portfolio
16,962
Q4 2024 Reduced 14.15%
$149B
$1.92 Million 0.26% of portfolio
8,374
Q4 2024 Reduced 7.38%
$181B
$1.94 Million 0.26% of portfolio
3,387
Q4 2024 Reduced 5.02%
$178B
$1.84 Million 0.25% of portfolio
21,343
Q4 2024 Reduced 39.0%
$641B
$1.75 Million 0.24% of portfolio
3,871
Q4 2024 Reduced 4.61%
$144B
$1.68 Million 0.23% of portfolio
7,425
Q4 2024 Reduced 8.21%
$93.4B
$1.66 Million 0.23% of portfolio
27,766
Q4 2024 Added 18.68%
$159B
$1.49 Million 0.2% of portfolio
2,991
Q4 2024 Reduced 2.38%
$126B
$1.47 Million 0.2% of portfolio
3,033
Q4 2024 Reduced 8.53%
$53.6B
$1.37 Million 0.19% of portfolio
31,556
Q4 2024 Reduced 10.06%
$55.1B
$1.36 Million 0.18% of portfolio
14,709
Q4 2024 Reduced 8.93%
$81.3B
$1.18 Million 0.16% of portfolio
12,972
Q4 2024 Reduced 6.39%
$423M
$1.18 Million 0.16% of portfolio
166,946
Q2 2020 Added 6.37%
$150B
$1.21 Million 0.16% of portfolio
16,825
Q4 2024 Reduced 3.27%
$255B
$1.09 Million 0.15% of portfolio
18,443
Q4 2024 Reduced 25.93%
$126B
$1.08 Million 0.15% of portfolio
3,674
Q4 2024 Reduced 7.57%
$153B
$1.08 Million 0.15% of portfolio
19,093
Q4 2024 Reduced 9.79%
$109B
$1.13 Million 0.15% of portfolio
10,661
Q4 2024 Reduced 11.64%
$11.6B
$1.01 Million 0.14% of portfolio
7,753
Q4 2024 Reduced 11.43%
$33.7B
$935,000 0.13% of portfolio
10,338
Q4 2024 Added 0.07%
$15.6B
$948,000 0.13% of portfolio
25,807
Q4 2024 Reduced 7.52%
$157B
$882,000 0.12% of portfolio
7,327
Q4 2024 Reduced 5.49%
$55.4B
$801,000 0.11% of portfolio
3,416
Q4 2024 Added 0.03%
$12.1B
$775,000 0.11% of portfolio
6,160
Q4 2024 Reduced 1.44%
$82.2B
$842,000 0.11% of portfolio
3,321
Q4 2024 Reduced 11.65%
$94.7B
$833,000 0.11% of portfolio
1,463
Q4 2024 Reduced 0.41%
$253B
$794,000 0.11% of portfolio
11,305
Q4 2024 Reduced 0.54%
$15.2B
$703,000 0.1% of portfolio
3,758
Q3 2024 Added 0.13%
$153B
$703,000 0.1% of portfolio
3,085
Q4 2024 Reduced 13.25%
$99.7B
$699,000 0.1% of portfolio
2,534
Q4 2024 Added 0.52%
$16.7B
$631,000 0.09% of portfolio
8,703
Q4 2024 Reduced 15.13%
$27.4B
$696,000 0.09% of portfolio
4,114
Q4 2024 Reduced 6.73%
$233B
$656,000 0.09% of portfolio
2,265
Q4 2024 Reduced 22.48%
$42.9B
$678,000 0.09% of portfolio
3,916
Q4 2024 Reduced 2.0%
$188B
$696,000 0.09% of portfolio
6,257
Q4 2024 Reduced 84.01%
$386B
$557,000 0.08% of portfolio
625
Q4 2024 Added 0.81%
$101B
$557,000 0.08% of portfolio
6,774
Q4 2024 Added 0.31%
$309B
$559,000 0.08% of portfolio
8,993
Q4 2024 Reduced 13.34%
$74.7B
$590,000 0.08% of portfolio
2,242
Q4 2024 Reduced 0.13%

Summary

  • Portfolio
  • No. of Stocks 207
  • Current Value $734 Million
  • Prior Value $740 Million
  • Filing
  • Period Q4 2024
  • Filing Date February 13, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 16 stocks
  • Additional Purchases 60 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 122 stocks
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