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.
Stock Holdings Table Market Cap. of $50 Millions to $300 Millions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
|---|
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