River Wealth Advisors LLC Portfolio Holdings
River Wealth Advisors LLC
- $740 Million
- Q3 2024
River Wealth Advisors LLC has filed its 13F form on November 12, 2024 for Q3 2024 where it was disclosed a total value porftolio of $740 Million distributed in 209 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Ishares Russell 2000 ETF with a value of $49.5M, Apple Inc. with a value of $41.2M, Microsoft Corp with a value of $32.6M, Ishares Russell Mid Cap ETF with a value of $32.2M, and Ishares Core S&P 500 ETF with a value of $28.3M.
Examining the 13F form we can see an increase of $48M in the current position value, from $692M to 740M.
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 Under $50 Millions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
|---|
Summary
- Portfolio
- No. of Stocks 209
- Current Value $740 Million
- Prior Value $692 Million
- Filing
- Period Q3 2024
- Filing Date November 12, 2024
- Form Type 13F-HR
- Activity in Q3 2024
- New Purchases 17 stocks
- Additional Purchases 77 stocks
- Sold out of 0 stocks
- Reduced holdings in 103 stocks