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
$25.7B
$3.21 Million 0.46% of portfolio
31,198
Q1 2025 Reduced 1.38%
$339B
$3.2 Million 0.46% of portfolio
15,267
Q1 2025 Reduced 4.8%
$106B
$3.15 Million 0.45% of portfolio
12,895
Q1 2025 Reduced 4.57%
$102B
$3.06 Million 0.44% of portfolio
15,173
Q1 2025 Added 1,249.91%
$0
$2.98 Million 0.43% of portfolio
17,280
Q1 2025 Reduced 6.2%
$0
$2.86 Million 0.41% of portfolio
6,108
Q1 2025 Reduced 1.18%
$379B
$2.79 Million 0.4% of portfolio
7,608
Q1 2025 Reduced 7.6%
$84.8B
$2.77 Million 0.4% of portfolio
15,448
Q1 2025 Reduced 5.48%
$65.2B
$2.69 Million 0.39% of portfolio
71,077
Q1 2025 Reduced 0.27%
$219B
$2.75 Million 0.39% of portfolio
20,746
Q1 2025 Reduced 4.48%
$91.5B
$2.56 Million 0.37% of portfolio
4,214
Q1 2025 Reduced 2.52%
$120B
$2.51 Million 0.36% of portfolio
23,897
Q1 2025 Reduced 16.25%
$62.1B
$2.39 Million 0.34% of portfolio
19,325
Q1 2025 Reduced 12.78%
$0
$2.37 Million 0.34% of portfolio
90,395
Q1 2025 Reduced 4.11%
$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%
$364B
$2.18 Million 0.31% of portfolio
12,764
Q1 2025 Reduced 8.97%
$410B
$2.07 Million 0.3% of portfolio
12,471
Q1 2025 Reduced 7.73%
$79.7B
$2.09 Million 0.3% of portfolio
11,918
Q1 2025 Reduced 0.96%
$0
$2.08 Million 0.3% of portfolio
106,854
Q1 2025 Added 14.59%
$214B
$2.01 Million 0.29% of portfolio
6,087
Q1 2025 Reduced 2.65%
$92.7B
$1.9 Million 0.27% of portfolio
27,966
Q1 2025 Added 0.72%
$0
$1.86 Million 0.27% of portfolio
94,922
Q1 2025 Added 14.23%
$0
$1.78 Million 0.26% of portfolio
3,184
Q1 2025 Reduced 3.78%
$631B
$1.8 Million 0.26% of portfolio
3,389
Q1 2025 Reduced 12.45%
$0
$1.85 Million 0.26% of portfolio
6,019
Q4 2024 Added 0.65%
$243B
$1.81 Million 0.26% of portfolio
3,315
Q1 2025 Reduced 2.13%
$0
$1.72 Million 0.25% of portfolio
16,411
Q1 2025 Reduced 3.91%
$144B
$1.68 Million 0.24% of portfolio
8,175
Q1 2025 Reduced 2.38%
$0
$1.67 Million 0.24% of portfolio
38,173
Q1 2025 Reduced 6.37%
$0
$1.61 Million 0.23% of portfolio
3,137
Q1 2025 Reduced 14.45%
$160B
$1.5 Million 0.22% of portfolio
7,082
Q1 2025 Reduced 4.62%
$173B
$1.43 Million 0.21% of portfolio
2,822
Q1 2025 Reduced 5.65%
$60.9B
$1.48 Million 0.21% of portfolio
6,070
Q1 2025 Reduced 12.57%
$8.47B
$1.49 Million 0.21% of portfolio
14,328
Q1 2025 Reduced 15.53%
$173B
$1.42 Million 0.2% of portfolio
9,276
Q1 2025 Reduced 14.69%
$0
$1.32 Million 0.19% of portfolio
15,805
Q1 2025 Reduced 2.17%
$0
$1.24 Million 0.18% of portfolio
15,195
Q1 2025 Reduced 9.91%
$49.1B
$1.17 Million 0.17% of portfolio
8,146
Q1 2025 Added 423.86%
$0
$1.16 Million 0.17% of portfolio
62,680
Q1 2025 Added 11.65%
$0
$1.16 Million 0.17% of portfolio
70,064
Q1 2025 Added 12.62%
$60.6B
$1.15 Million 0.17% of portfolio
28,040
Q1 2025 Reduced 11.14%
$0
$1.18 Million 0.17% of portfolio
72,514
Q1 2025 Added 14.05%
$0
$1.22 Million 0.17% of portfolio
59,772
Q1 2025 Added 10.74%
$126B
$1.09 Million 0.16% of portfolio
3,576
Q1 2025 Reduced 2.67%
$452M
$1.05 Million 0.15% of portfolio
166,946
Q2 2020 Added 6.37%
$278B
$1.07 Million 0.15% of portfolio
17,301
Q1 2025 Reduced 6.19%
$74.1B
$1.07 Million 0.15% of portfolio
11,417
Q1 2025 Reduced 11.99%
$0
$1.07 Million 0.15% of portfolio
5,182
Q1 2025 Reduced 1.46%

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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