River Wealth Advisors LLC Portfolio Holdings

River Wealth Advisors LLC

  • $697 Million
  • Q1 2025

River Wealth Advisors LLC has filed its 13F form on May 14, 2025 for Q1 2025 where it was disclosed a total value porftolio of $697 Million distributed in 197 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Russell 2000 ETF with a value of $47.9M, Apple Inc. with a value of $39.4M, Ishares Russell Mid Cap ETF with a value of $33.3M, Microsoft Corp with a value of $29.9M, and Ishares Core S&P 500 ETF with a value of $28.2M.

Examining the 13F form we can see an decrease of $37.3M in the current position value, from $734M to 697M.

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 $697 Million
ETFs: $212 Million
Technology: $132 Million
Financial Services: $81.3 Million
Healthcare: $56.6 Million
Industrials: $52.6 Million
Consumer Cyclical: $50.6 Million
Communication Services: $46.9 Million
Consumer Defensive: $26.9 Million
Other: $37 Million

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$60.2B
$2.39 Million 0.34% of portfolio
19,325
Q1 2025 Reduced 12.78%
$167B
$2.37 Million 0.34% of portfolio
4,753
Q1 2025 Reduced 11.04%
$1.62T
$2.27 Million 0.33% of portfolio
3,940
Q1 2025 Reduced 0.03%
$29.2B
$2.2 Million 0.32% of portfolio
56,055
Q1 2025 Reduced 7.91%
$369B
$2.18 Million 0.31% of portfolio
12,764
Q1 2025 Reduced 8.97%
$426B
$2.07 Million 0.3% of portfolio
12,471
Q1 2025 Reduced 7.73%
$79.2B
$2.09 Million 0.3% of portfolio
11,918
Q1 2025 Reduced 0.96%
$221B
$2.01 Million 0.29% of portfolio
6,087
Q1 2025 Reduced 2.65%
$95.7B
$1.9 Million 0.27% of portfolio
27,966
Q1 2025 Added 0.72%
$631B
$1.8 Million 0.26% of portfolio
3,389
Q1 2025 Reduced 12.45%
$241B
$1.81 Million 0.26% of portfolio
3,315
Q1 2025 Reduced 2.13%
$142B
$1.68 Million 0.24% of portfolio
8,175
Q1 2025 Reduced 2.38%
$160B
$1.5 Million 0.22% of portfolio
7,082
Q1 2025 Reduced 4.62%
$171B
$1.43 Million 0.21% of portfolio
2,822
Q1 2025 Reduced 5.65%
$59.4B
$1.48 Million 0.21% of portfolio
6,070
Q1 2025 Reduced 12.57%
$8.39B
$1.49 Million 0.21% of portfolio
14,328
Q1 2025 Reduced 15.53%
$50.8B
$1.17 Million 0.17% of portfolio
8,146
Q1 2025 Added 423.86%
$59.7B
$1.15 Million 0.17% of portfolio
28,040
Q1 2025 Reduced 11.14%
$125B
$1.09 Million 0.16% of portfolio
3,576
Q1 2025 Reduced 2.67%
$444M
$1.05 Million 0.15% of portfolio
166,946
Q2 2020 Added 6.37%
$280B
$1.07 Million 0.15% of portfolio
17,301
Q1 2025 Reduced 6.19%
$72.8B
$1.07 Million 0.15% of portfolio
11,417
Q1 2025 Reduced 11.99%
$152B
$986,000 0.14% of portfolio
16,570
Q1 2025 Reduced 13.21%
$98.3B
$967,000 0.14% of portfolio
8,654
Q1 2025 Reduced 18.83%
$102B
$936,000 0.13% of portfolio
1,391
Q1 2025 Reduced 4.92%
$13.5B
$919,000 0.13% of portfolio
7,047
Q1 2025 Reduced 9.11%
$303B
$818,000 0.12% of portfolio
11,403
Q1 2025 Added 0.87%
$91B
$830,000 0.12% of portfolio
2,525
Q1 2025 Reduced 0.36%
$258B
$859,000 0.12% of portfolio
9,792
Q1 2025 Added 92.3%
$35.4B
$811,000 0.12% of portfolio
10,140
Q1 2025 Reduced 1.92%
$185B
$743,000 0.11% of portfolio
6,592
Q1 2025 Reduced 10.03%
$33.7B
$761,000 0.11% of portfolio
18,490
Q1 2025 New
$79.2B
$785,000 0.11% of portfolio
3,166
Q1 2025 Reduced 4.67%
$62.5B
$798,000 0.11% of portfolio
3,370
Q1 2025 Reduced 1.35%
$211B
$669,000 0.1% of portfolio
5,044
Q1 2025 Reduced 3.7%
$221B
$665,000 0.1% of portfolio
2,131
Q1 2025 Reduced 5.92%
$140B
$671,000 0.1% of portfolio
2,843
Q1 2025 Reduced 7.84%
$43.2B
$686,000 0.1% of portfolio
4,827
Q1 2025 Added 29.2%
$25.1B
$721,000 0.1% of portfolio
4,216
Q1 2025 Added 2.48%
$54.7B
$665,000 0.1% of portfolio
3,900
Q1 2025 Reduced 0.41%
$82.4B
$604,000 0.09% of portfolio
2,219
Q1 2025 Reduced 1.03%
$305B
$599,000 0.09% of portfolio
8,372
Q1 2025 Reduced 6.91%
$13.3B
$650,000 0.09% of portfolio
6,160
Q4 2024 Reduced 1.44%
$14.7B
$648,000 0.09% of portfolio
3,646
Q1 2025 Reduced 2.98%
$102B
$597,000 0.09% of portfolio
6,496
Q1 2025 Reduced 4.1%
$567B
$587,000 0.08% of portfolio
630
Q1 2025 Added 0.8%
$223B
$575,000 0.08% of portfolio
5,834
Q1 2025 Reduced 6.76%
$61.4B
$571,000 0.08% of portfolio
2,160
Q1 2025 Reduced 4.42%
$64.3B
$533,000 0.08% of portfolio
8,419
Q1 2025 Reduced 5.2%

Summary

  • Portfolio
  • No. of Stocks 197
  • Current Value $697 Million
  • Prior Value $734 Million
  • Filing
  • Period Q1 2025
  • Filing Date May 14, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 3 stocks
  • Additional Purchases 52 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 125 stocks
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