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.

Portfolio value $740 Million
ETFs: $225 Million
Technology: $146 Million
Financial Services: $76.1 Million
Healthcare: $64.2 Million
Industrials: $62.4 Million
Consumer Cyclical: $57.5 Million
Communication Services: $39.2 Million
Consumer Defensive: $30 Million
Other: $40.1 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$250B
$425,000 0.06% of portfolio
5,272
Q3 2024 Reduced 42.18%
$0
$437,000 0.06% of portfolio
1,552
Q3 2024 Reduced 1.21%
$405B
$439,000 0.06% of portfolio
620
Q3 2024 Added 6.71%
$0
$444,000 0.06% of portfolio
1,686
Q3 2024 Added 4.72%
$42.4B
$446,000 0.06% of portfolio
5,001
Q3 2024 Added 0.16%
$0
$457,000 0.06% of portfolio
3,565
Q3 2024 Reduced 5.36%
$0
$462,000 0.06% of portfolio
5,929
Q3 2024 Added 86.74%
$0
$477,000 0.06% of portfolio
2,313
Q3 2023 Reduced 16.29%
$22.5B
$346,000 0.05% of portfolio
3,211
Q3 2024 Reduced 5.84%
$51.3B
$344,000 0.05% of portfolio
2,129
Q3 2024 Reduced 23.2%
$1.33T
$339,000 0.05% of portfolio
1,297
Q3 2024 Reduced 31.52%
$0
$335,000 0.05% of portfolio
3,970
Q3 2024 Reduced 0.82%
$0
$381,000 0.05% of portfolio
7,414
Q3 2024 Added 1.1%
$0
$391,000 0.05% of portfolio
1,043
Q3 2024 Reduced 7.37%
$141B
$396,000 0.05% of portfolio
1,960
Q3 2024 Added 0.98%
$29.1B
$405,000 0.05% of portfolio
3,916
Q2 2024 Reduced 9.27%
$56.8B
$291,000 0.04% of portfolio
620
Q3 2024 Reduced 1.43%
$75.3B
$289,000 0.04% of portfolio
572
Q3 2024 Added 1.24%
$0
$293,000 0.04% of portfolio
1,461
Q3 2024 New
$0
$288,000 0.04% of portfolio
4,510
Q3 2024 Reduced 1.66%
$0
$287,000 0.04% of portfolio
8,942
Q3 2024 Reduced 29.88%
$19.8B
$286,000 0.04% of portfolio
3,485
Q3 2024 Reduced 9.6%
$74.2B
$270,000 0.04% of portfolio
1,039
Q3 2024 New
$209B
$269,000 0.04% of portfolio
2,590
Q3 2024 Added 4.6%
$85.5B
$269,000 0.04% of portfolio
1,159
Q3 2024 Reduced 8.23%
$0
$294,000 0.04% of portfolio
1,471
Q3 2024 Reduced 1.34%
$0
$295,000 0.04% of portfolio
4,351
Q3 2024 Reduced 36.38%
$30B
$295,000 0.04% of portfolio
1,965
Q3 2024 Added 0.46%
$135B
$331,000 0.04% of portfolio
5,110
Q3 2024 Reduced 0.56%
$66.5B
$327,000 0.04% of portfolio
2,008
Q3 2024 Reduced 6.47%
$0
$317,000 0.04% of portfolio
4,364
Q3 2024 Added 0.48%
$0
$310,000 0.04% of portfolio
1,732
Q3 2024 New
$0
$308,000 0.04% of portfolio
6,913
Q3 2024 Reduced 34.73%
$0
$307,000 0.04% of portfolio
1,559
Q3 2024 New
$16.2B
$233,000 0.03% of portfolio
1,926
Q2 2024 Added 8.45%
$0
$231,000 0.03% of portfolio
3,211
Q2 2024 Added 0.28%
$0
$227,000 0.03% of portfolio
2,362
Q3 2024 New
$0
$225,000 0.03% of portfolio
11,517
Q3 2024 New
$0
$219,000 0.03% of portfolio
1,660
Q1 2024 New
$34.9B
$215,000 0.03% of portfolio
1,005
Q3 2024 New
$0
$209,000 0.03% of portfolio
2,373
Q3 2024 Reduced 21.16%
$73.4B
$206,000 0.03% of portfolio
1,888
Q3 2024 Added 0.11%
$12.9B
$205,000 0.03% of portfolio
1,866
Q3 2024 New
$0
$235,000 0.03% of portfolio
3,540
Q2 2024 Added 0.28%
$0
$239,000 0.03% of portfolio
844
Q3 2024 Added 4.58%
$0
$239,000 0.03% of portfolio
9,931
Q3 2024 New
$16.1B
$245,000 0.03% of portfolio
500
Q3 2024 Added 1.63%
$44.7B
$246,000 0.03% of portfolio
4,268
Q3 2024 Reduced 25.59%
$34.1B
$248,000 0.03% of portfolio
6,926
Q3 2024 Reduced 12.51%

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
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