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 Market Cap. of $10 Billions to $200 Billions
