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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$47.9 Million 6.87% of portfolio
240,109
Q1 2025 Added 2.18%
$3.38T
$39.4 Million 5.65% of portfolio
177,344
Q1 2025 Added 0.51%
$0
$33.3 Million 4.77% of portfolio
391,021
Q1 2025 Added 1.96%
$3.81T
$29.9 Million 4.29% of portfolio
79,689
Q1 2025 Added 1.93%
$0
$28.2 Million 4.04% of portfolio
50,176
Q1 2025 Added 2.14%
$431B
$23.4 Million 3.36% of portfolio
215,883
Q1 2025 Added 3.4%
$572B
$17.5 Million 2.51% of portfolio
49,924
Q1 2025 Reduced 0.48%
$0
$17.2 Million 2.47% of portfolio
224,733
Q1 2025 Added 1.03%
$178B
$16.4 Million 2.35% of portfolio
52,502
Q1 2025 Added 6.21%
$1.07T
$16.3 Million 2.34% of portfolio
105,413
Q1 2025 Added 1.91%
$850B
$16.2 Million 2.32% of portfolio
66,074
Q1 2025 Added 0.43%
$282B
$15.5 Million 2.22% of portfolio
58,077
Q1 2025 Added 8.27%
$0
$15.1 Million 2.17% of portfolio
249,218
Q1 2025 Reduced 4.16%
$2.28T
$14.5 Million 2.09% of portfolio
76,437
Q1 2025 Added 1.22%
$260B
$12.3 Million 1.77% of portfolio
45,968
Q1 2025 Added 25.25%
$114B
$9.1 Million 1.31% of portfolio
30,142
Q1 2025 Added 5.58%
$152B
$8.64 Million 1.24% of portfolio
31,793
Q1 2025 Added 3.53%
$142B
$8.4 Million 1.21% of portfolio
69,005
Q1 2025 Reduced 4.29%
$39.7B
$8.29 Million 1.19% of portfolio
40,006
Q1 2025 Added 9.53%
$724B
$8.22 Million 1.18% of portfolio
9,955
Q1 2025 Added 4.1%
$45.7B
$8.16 Million 1.17% of portfolio
64,152
Q1 2025 Added 11.86%
$1.48B
$7.96 Million 1.14% of portfolio
158,461
Q1 2025 Added 11.16%
$200B
$7.42 Million 1.06% of portfolio
49,479
Q1 2025 Reduced 5.45%
$0
$7.36 Million 1.06% of portfolio
137,156
Q1 2025 Reduced 1.09%
$147B
$7.38 Million 1.06% of portfolio
19,831
Q1 2025 Reduced 4.64%
$38.4B
$7.02 Million 1.01% of portfolio
37,918
Q1 2025 Added 1.86%
$0
$6.9 Million 0.99% of portfolio
137,229
Q1 2025 Reduced 13.27%
$422B
$6.76 Million 0.97% of portfolio
7,146
Q1 2025 Reduced 2.75%
$269B
$6.56 Million 0.94% of portfolio
12,532
Q1 2025 Reduced 0.37%
$530B
$6.25 Million 0.9% of portfolio
11,408
Q1 2025 Reduced 1.66%
$296B
$6.1 Million 0.88% of portfolio
36,475
Q1 2025 Reduced 1.35%
$39.1B
$6.01 Million 0.86% of portfolio
29,983
Q1 2025 Added 1.95%
$21.5B
$6.01 Million 0.86% of portfolio
17,664
Q1 2025 Reduced 6.57%
$92.6B
$5.53 Million 0.79% of portfolio
23,870
Q1 2025 Added 5.76%
$83.5B
$5.34 Million 0.77% of portfolio
12,283
Q1 2025 Reduced 6.51%
$151B
$5.26 Million 0.76% of portfolio
11,217
Q1 2025 Added 5.95%
$104B
$5.27 Million 0.76% of portfolio
15,647
Q1 2025 Reduced 2.84%
$0
$5.22 Million 0.75% of portfolio
20,732
Q1 2025 Reduced 2.97%
$207B
$4.86 Million 0.7% of portfolio
54,165
Q1 2025 Added 16.44%
$671B
$4.84 Million 0.69% of portfolio
34,640
Q1 2025 Reduced 1.74%
$65.1B
$4.8 Million 0.69% of portfolio
16,261
Q1 2025 Reduced 5.77%
$160B
$4.33 Million 0.62% of portfolio
13,899
Q1 2025 Reduced 1.72%
$465B
$4.06 Million 0.58% of portfolio
34,136
Q1 2025 Added 5.12%
$0
$3.95 Million 0.57% of portfolio
67,753
Q1 2025 Reduced 1.07%
$1.99B
$3.77 Million 0.54% of portfolio
128,783
Q1 2025 Added 3.93%
$0
$3.57 Million 0.51% of portfolio
29,833
Q1 2025 Reduced 1.33%
$136B
$3.52 Million 0.5% of portfolio
15,094
Q1 2025 Reduced 5.11%
$27.7B
$3.46 Million 0.5% of portfolio
18,836
Q1 2025 Reduced 3.08%
$1.12T
$3.37 Million 0.48% of portfolio
21,599
Q1 2025 Reduced 9.7%

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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