The Analysis of River Wealth Advisors LLC's Holdings


Currently, River Wealth Advisors LLC holds 208 types of securities in its portfolio with a total value $891.7M. In the most recent quarter, they have increased their positions in NOW (+38.8K shares, valued at $6.0M), N/A (+7.5K shares, valued at $2.0M), IWR (+18.6K shares, valued at $1.8M); decreased their positions in FITB (-42.7K shares, valued at $2.0M), N/A (-3.8K shares, valued at $1.2M), N/A (-3.8K shares, valued at $644.5K); initiated new positions in BA (+3.8K shares, valued at $827.5K), N/A (+12.4K shares, valued at $813.3K), ROM (+5.9K shares, valued at $551.8K).


Top Holding Treemap

Stock Holdings
TickerCompany NameSharesShares â–ŗ%Event DateReport DateHistory
AAPL APPLE INC186.0K shares-0.03%2025-12-312026-02-13history
IWR ISHARES TR430.2K shares4.53%2025-12-312026-02-13history
NVDA NVIDIA CORPORATION216.8K shares-1.10%2025-12-312026-02-13history
MSFT MICROSOFT CORP81.1K shares-0.95%2025-12-312026-02-13history
IVV ISHARES TR51.9K shares0.28%2025-12-312026-02-13history
ALPHABET INC ALPHABET INC106.8K shares-3.39%2025-12-312026-02-13history
SMLF ISHARES TR360.6K shares5.01%2025-12-312026-02-13history
XSMO INVESCO EXCHANGE TRADED FD T356.6K shares5.83%2025-12-312026-02-13history
Sponsored
JPM JPMORGAN CHASE & CO.69.0K shares2.01%2025-12-312026-02-13history
IWM ISHARES TR86.3K shares-0.48%2025-12-312026-02-13history
CWB SPDR SERIES TRUST235.3K shares0.48%2025-12-312026-02-13history
AMZN AMAZON COM INC86.3K shares4.19%2025-12-312026-02-13history
V VISA INC52.9K shares3.07%2025-12-312026-02-13history
VEU VANGUARD INTL EQUITY INDEX F248.7K shares0.50%2025-12-312026-02-13history
ACCENTURE PLC IRELAND ACCENTURE PLC IRELAND67.4K shares12.51%2025-12-312026-02-13history
CENCORA INC CENCORA INC43.9K shares2.36%2025-12-312026-02-13history
Sponsored
BAC BANK AMERICA CORP259.6K shares9.93%2025-12-312026-02-13history
LLY ELI LILLY & CO12.7K shares2.84%2025-12-312026-02-13history
TMUS T-MOBILE US INC65.9K shares2.45%2025-12-312026-02-13history
TTWO TAKE-TWO INTERACTIVE SOFTWAR46.7K shares8.35%2025-12-312026-02-13history
EATON CORP PLC EATON CORP PLC36.6K shares10.29%2025-12-312026-02-13history
CB CHUBB LIMITED36.8K shares7.63%2025-12-312026-02-13history
TJX TJX COS INC NEW72.5K shares8.65%2025-12-312026-02-13history
MERCK & CO INC MERCK & CO INC93.8K shares14.54%2025-12-312026-02-13history
Sponsored
IEMG ISHARES INC145.4K shares3.12%2025-12-312026-02-13history
LAM RESEARCH CORP LAM RESEARCH CORP54.0K shares-6.52%2025-12-312026-02-13history
BLACKROCK INC BLACKROCK INC8.3K shares14.70%2025-12-312026-02-13history
CRM SALESFORCE INC33.2K shares1.11%2025-12-312026-02-13history
PEP PEPSICO INC61.2K shares18.28%2025-12-312026-02-13history
CMG CHIPOTLE MEXICAN GRILL INC215.0K shares18.60%2025-12-312026-02-13history
SYK STRYKER CORPORATION22.5K shares14.56%2025-12-312026-02-13history
NOW SERVICENOW INC46.3K shares523.06%2025-12-312026-02-13history
Sponsored
WMT WALMART INC63.6K shares14.29%2025-12-312026-02-13history
ORCL ORACLE CORP35.2K shares-1.58%2025-12-312026-02-13history
ALPHABET INC ALPHABET INC21.8K shares3.68%2025-12-312026-02-13history
WM WASTE MGMT INC DEL30.5K shares11.44%2025-12-312026-02-13history
MA MASTERCARD INCORPORATED11.1K shares-0.69%2025-12-312026-02-13history
CEG CONSTELLATION ENERGY CORP17.7K shares7.17%2025-12-312026-02-13history
DE DEERE & CO13.0K shares0.36%2025-12-312026-02-13history
COST COSTCO WHSL CORP NEW7.0K shares-4.27%2025-12-312026-02-13history
Sponsored
TT TRANE TECHNOLOGIES PLC14.4K shares-5.66%2025-12-312026-02-13history
SLQD ISHARES TR108.1K shares-6.65%2025-12-312026-02-13history
CVX CHEVRON CORP NEW35.5K shares2.72%2025-12-312026-02-13history
CSL CARLISLE COS INC16.0K shares-5.64%2025-12-312026-02-13history
TTEK TETRA TECH INC NEW145.8K shares-2.08%2025-12-312026-02-13history
TRGP TARGA RES CORP26.1K shares-5.03%2025-12-312026-02-13history
FCX FREEPORT-MCMORAN INC91.0K shares8.13%2025-12-312026-02-13history
AMGN AMGEN INC13.7K shares1.05%2025-12-312026-02-13history
Sponsored
COF CAPITAL ONE FINL CORP18.4K shares-5.94%2025-12-312026-02-13history
CAT CATERPILLAR INC7.7K shares22.95%2025-12-312026-02-13history
XOM EXXON MOBIL CORP34.3K shares2.41%2025-12-312026-02-13history
IJH ISHARES TR61.4K shares-7.04%2025-12-312026-02-13history
CCJ CAMECO CORP43.7K shares15.46%2025-12-312026-02-13history
TE CONNECTIVITY PLC TE CONNECTIVITY PLC17.4K shares-11.56%2025-12-312026-02-13history
INVESCO QQQ TR INVESCO QQQ TR6.4K shares-2.42%2025-12-312026-02-13history
IJJ ISHARES TR29.1K shares-1.02%2025-12-312026-02-13history
Sponsored
RTX RTX CORPORATION20.5K shares-2.32%2025-12-312026-02-13history
PH PARKER-HANNIFIN CORP4.0K shares-4.47%2025-12-312026-02-13history
VXF VANGUARD INDEX FDS16.4K shares-1.21%2025-12-312026-02-13history
ABBV ABBVIE INC14.9K shares-1.64%2025-12-312026-02-13history
DLR DIGITAL RLTY TR INC21.4K shares22.85%2025-12-312026-02-13history
PHM PULTE GROUP INC27.8K shares-1.72%2025-12-312026-02-13history
APD AIR PRODS & CHEMS INC13.0K shares-13.66%2025-12-312026-02-13history
PNC PNC FINL SVCS GROUP INC14.7K shares25.88%2025-12-312026-02-13history
Sponsored
JNJ JOHNSON & JOHNSON14.1K shares14.50%2025-12-312026-02-13history
GS GOLDMAN SACHS GROUP INC3.3K shares0.15%2025-12-312026-02-13history
SCHM SCHWAB STRATEGIC TR94.1K shares-0.43%2025-12-312026-02-13history
LOW LOWES COS INC11.3K shares-10.76%2025-12-312026-02-13history
PEG PUBLIC SVC ENTERPRISE GRP IN32.9K shares32.67%2025-12-312026-02-13history
META META PLATFORMS INC3.9K shares-1.64%2025-12-312026-02-13history
HD HOME DEPOT INC7.3K shares-1.07%2025-12-312026-02-13history
SPY SPDR S&P 500 ETF TR3.7K shares-8.64%2025-12-312026-02-13history
Sponsored
LINDE PLC LINDE PLC5.7K shares-3.21%2025-12-312026-02-13history
IWB ISHARES TR6.4K shares0.00%2025-12-312026-02-13history
VBK VANGUARD INDEX FDS7.9K shares-0.91%2025-12-312026-02-13history
BSCQ INVESCO EXCH TRD SLF IDX FD111.6K shares-8.40%2025-12-312026-02-13history
VANGUARD INDEX FDS VANGUARD INDEX FDS3.4K shares9.11%2025-12-312026-02-13history
TMO THERMO FISHER SCIENTIFIC INC3.6K shares-7.51%2025-12-312026-02-13history
BSCR INVESCO EXCH TRD SLF IDX FD95.0K shares-7.91%2025-12-312026-02-13history
MMC MARSH & MCLENNAN COS INC10.0K shares-19.77%2025-12-312026-02-13history
Sponsored
BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL3.7K shares8.74%2025-12-312026-02-13history
EEM ISHARES TR33.4K shares-2.39%2025-12-312026-02-13history
VUG VANGUARD INDEX FDS3.7K shares0.00%2025-12-312026-02-13history
DHR DANAHER CORPORATION7.8K shares-3.38%2025-12-312026-02-13history
PSX PHILLIPS 6613.5K shares-9.73%2025-12-312026-02-13history
PG PROCTER AND GAMBLE CO11.5K shares-4.69%2025-12-312026-02-13history
XLK SELECT SECTOR SPDR TR10.6K shares115.08%2025-12-312026-02-13history
IJK ISHARES TR15.5K shares-12.15%2025-12-312026-02-13history
Sponsored
BROADCOM INC BROADCOM INC4.3K shares71.58%2025-12-312026-02-13history
COP CONOCOPHILLIPS15.9K shares-14.60%2025-12-312026-02-13history
ELV ELEVANCE HEALTH INC FORMERLY4.1K shares-15.01%2025-12-312026-02-13history
BSCW INVESCO EXCH TRD SLF IDX FD68.4K shares14.76%2025-12-312026-02-13history
BSCS INVESCO EXCH TRD SLF IDX FD69.2K shares-1.96%2025-12-312026-02-13history
BSCT INVESCO EXCH TRD SLF IDX FD74.6K shares0.41%2025-12-312026-02-13history
SPGI S&P GLOBAL INC2.6K shares-5.93%2025-12-312026-02-13history
BSCV INVESCO EXCH TRD SLF IDX FD78.9K shares5.61%2025-12-312026-02-13history
Sponsored
BSCU INVESCO EXCH TRD SLF IDX FD74.8K shares4.92%2025-12-312026-02-13history
BSCX INVESCO EXCH TRD SLF IDX FD58.1K shares17.23%2025-12-312026-02-13history
KRNY KEARNY FINL CORP MD166.9K shares0.00%2025-12-312026-02-13history
QCOM QUALCOMM INC7.2K shares-4.16%2025-12-312026-02-13history
EFA ISHARES TR12.7K shares-9.69%2025-12-312026-02-13history
TSLA TESLA INC2.6K shares63.66%2025-12-312026-02-13history
MCK MCKESSON CORP1.4K shares0.95%2025-12-312026-02-13history
DHI D R HORTON INC7.8K shares-17.39%2025-12-312026-02-13history
Sponsored
RY ROYAL BK CDA6.5K shares-0.35%2025-12-312026-02-13history
HON HONEYWELL INTL INC5.6K shares-19.92%2025-12-312026-02-13history
ALLE ALLEGION PLC6.8K shares-0.64%2025-12-312026-02-13history
DVY ISHARES TR7.5K shares32.26%2025-12-312026-02-13history
VB VANGUARD INDEX FDS4.0K shares-0.03%2025-12-312026-02-13history
XLE SELECT SECTOR SPDR TR22.8K shares103.12%2025-12-312026-02-13history
VTI VANGUARD INDEX FDS3.0K shares0.23%2025-12-312026-02-13history
VTV VANGUARD INDEX FDS4.9K shares-5.85%2025-12-312026-02-13history
Sponsored
NSC NORFOLK SOUTHN CORP3.2K shares0.00%2025-12-312026-02-13history
CSCO CISCO SYS INC11.6K shares-31.92%2025-12-312026-02-13history
PLD PROLOGIS INC.7.0K shares-5.84%2025-12-312026-02-13history
ADP AUTOMATIC DATA PROCESSING IN3.4K shares-1.56%2025-12-312026-02-13history
WFC WELLS FARGO CO NEW9.2K shares-19.96%2025-12-312026-02-13history
DGRO ISHARES TR12.2K shares-7.63%2025-12-312026-02-13history
BA BOEING CO3.8K sharesnew addition2025-12-312026-02-13history
UNILEVER PLC UNILEVER PLC12.4K sharesnew addition2025-12-312026-02-13history
Sponsored
IR INGERSOLL RAND INC9.8K shares0.00%2025-12-312026-02-13history
VEA VANGUARD TAX-MANAGED FDS12.1K shares1.34%2025-12-312026-02-13history
GENERAL DYNAMICS CORP GENERAL DYNAMICS CORP2.2K shares2.42%2025-12-312026-02-13history
HSY HERSHEY CO4.1K shares-2.68%2025-12-312026-02-13history
BSCY INVESCO EXCH TRD SLF IDX FD35.4K shares36.20%2025-12-312026-02-13history
TOL TOLL BROTHERS INC5.3K shares-1.95%2025-12-312026-02-13history
CL COLGATE PALMOLIVE CO9.1K shares-16.56%2025-12-312026-02-13history
ITW ILLINOIS TOOL WKS INC2.9K shares-3.60%2025-12-312026-02-13history
Sponsored
MDY SPDR S&P MIDCAP 400 ETF TR1.2K shares-0.17%2025-12-312026-02-13history
VWO VANGUARD INTL EQUITY INDEX F13.0K shares10.38%2025-12-312026-02-13history
TRV TRAVELERS COMPANIES INC2.4K shares11.04%2025-12-312026-02-13history
EWJ ISHARES INC8.6K shares0.00%2025-12-312026-02-13history
ABT ABBOTT LABS5.4K shares2.14%2025-12-312026-02-13history
IJR ISHARES TR5.5K shares-1.46%2025-12-312026-02-13history
THE CIGNA GROUP THE CIGNA GROUP2.4K shares-2.76%2025-12-312026-02-13history
DIS DISNEY WALT CO5.7K shares1.43%2025-12-312026-02-13history
Sponsored
SCHK SCHWAB STRATEGIC TR19.5K shares0.00%2025-12-312026-02-13history
NFLX NETFLIX INC6.7K shares906.00%2025-12-312026-02-13history
FDX FEDEX CORP2.1K shares0.10%2025-12-312026-02-13history
FTEC FIDELITY COVINGTON TRUST2.7K shares-2.89%2025-12-312026-02-13history
SO SOUTHERN CO6.4K shares-0.23%2025-12-312026-02-13history
KO COCA COLA CO8.0K shares0.55%2025-12-312026-02-13history
NEE NEXTERA ENERGY INC6.9K shares41.57%2025-12-312026-02-13history
ROM PROSHARES TR5.9K sharesnew addition2025-12-312026-02-13history
Sponsored
IEFA ISHARES TR6.1K shares31.21%2025-12-312026-02-13history
MGC VANGUARD WORLD FD2.2K shares-2.26%2025-12-312026-02-13history
IWF ISHARES TR1.1K shares0.00%2025-12-312026-02-13history
TM TOYOTA MOTOR CORP2.4K shares-4.61%2025-12-312026-02-13history
MS MORGAN STANLEY2.8K shares0.00%2025-12-312026-02-13history
VYM VANGUARD WHITEHALL FDS3.4K shares0.66%2025-12-312026-02-13history
AMAT APPLIED MATLS INC1.9K shares1.45%2025-12-312026-02-13history
ARW ARROW ELECTRS INC4.4K shares-13.45%2025-12-312026-02-13history
Sponsored
FITB FIFTH THIRD BANCORP10.2K shares-80.73%2025-12-312026-02-13history
CARR CARRIER GLOBAL CORPORATION9.0K shares4.80%2025-12-312026-02-13history
PPL PPL CORP13.3K shares102.32%2025-12-312026-02-13history
VO VANGUARD INDEX FDS1.6K shares-1.91%2025-12-312026-02-13history
KMB KIMBERLY-CLARK CORP4.6K shares-5.13%2025-12-312026-02-13history
ISRG INTUITIVE SURGICAL INC800 sharesnew addition2025-12-312026-02-13history
MTB M & T BK CORP2.2K shares-3.05%2025-12-312026-02-13history
MOG.A MOOG INC1.8K shares0.00%2025-12-312026-02-13history
Sponsored
SCHW SCHWAB CHARLES CORP4.4K shares-15.42%2025-12-312026-02-13history
SDY SPDR SERIES TRUST2.9K shares-0.86%2025-12-312026-02-13history
MAS MASCO CORP6.3K shares-13.61%2025-12-312026-02-13history
VGT VANGUARD WORLD FD519 shares0.00%2025-12-312026-02-13history
UNP UNION PAC CORP1.7K shares-43.60%2025-12-312026-02-13history
XLF SELECT SECTOR SPDR TR6.8K shares1.50%2025-12-312026-02-13history
TROW PRICE T ROWE GROUP INC3.5K shares-3.82%2025-12-312026-02-13history
MCD MCDONALDS CORP1.2K shares-41.90%2025-12-312026-02-13history
Sponsored
VHT VANGUARD WORLD FD1.2K shares0.00%2025-12-312026-02-13history
UNH UNITEDHEALTH GROUP INC1.0K shares-40.13%2025-12-312026-02-13history
XLY SELECT SECTOR SPDR TR2.9K shares116.23%2025-12-312026-02-13history
CMI CUMMINS INC666 shares0.00%2025-12-312026-02-13history
DFAC DIMENSIONAL ETF TRUST8.6K shares0.04%2025-12-312026-02-13history
FNCL FIDELITY COVINGTON TRUST4.1K shares-0.32%2025-12-312026-02-13history
TXN TEXAS INSTRS INC1.8K shares-1.08%2025-12-312026-02-13history
BMY BRISTOL-MYERS SQUIBB CO5.7K shares-7.26%2025-12-312026-02-13history
Sponsored
SCHD SCHWAB STRATEGIC TR11.3K shares11.38%2025-12-312026-02-13history
PAYX PAYCHEX INC2.7K sharesnew addition2025-12-312026-02-13history
T AT&T INC12.2K sharesnew addition2025-12-312026-02-13history
PPG PPG INDS INC3.0K shares-4.24%2025-12-312026-02-13history
DGX QUEST DIAGNOSTICS INC1.7K shares0.00%2025-12-312026-02-13history
TQQQ PROSHARES TR5.7K sharesnew addition2025-12-312026-02-13history
LMT LOCKHEED MARTIN CORP602 shares30.59%2025-12-312026-02-13history
MPC MARATHON PETE CORP1.8K shares-11.31%2025-12-312026-02-13history
Sponsored
ONEQ FIDELITY COMWLTH TR3.0K shares0.00%2025-12-312026-02-13history
FHLC FIDELITY COVINGTON TRUST3.6K shares-2.55%2025-12-312026-02-13history
IWS ISHARES TR1.9K shares0.00%2025-12-312026-02-13history
NUE NUCOR CORP1.6K shares0.32%2025-12-312026-02-13history
MO ALTRIA GROUP INC4.5K sharesnew addition2025-12-312026-02-13history
AVY AVERY DENNISON CORP1.4K shares-59.70%2025-12-312026-02-13history
AON PLC AON PLC698 shares-2.79%2025-12-312026-02-13history
AMP AMERIPRISE FINL INC500 shares-3.29%2025-12-312026-02-13history
Sponsored
IYW ISHARES TR1.2K shares0.00%2025-12-312026-02-13history
PLTR PALANTIR TECHNOLOGIES INC1.3K sharesnew addition2025-12-312026-02-13history
SCHA SCHWAB STRATEGIC TR8.1K shares-23.14%2025-12-312026-02-13history
LHX L3HARRIS TECHNOLOGIES INC769 shares12.10%2025-12-312026-02-13history
EMR EMERSON ELEC CO1.7K shares9.48%2025-12-312026-02-13history
VOX VANGUARD WORLD FD1.1K shares0.00%2025-12-312026-02-13history
VZ VERIZON COMMUNICATIONS INC5.4K sharesnew addition2025-12-312026-02-13history
AJG GALLAGHER ARTHUR J & CO843 shares-38.33%2025-12-312026-02-13history
Sponsored
CHRW C H ROBINSON WORLDWIDE INC1.4K sharesnew addition2025-12-312026-02-13history
BRO BROWN & BROWN INC2.7K shares-29.46%2025-12-312026-02-13history
VNQ VANGUARD INDEX FDS2.4K sharesnew addition2025-12-312026-02-13history
IWO ISHARES TR646 shares0.00%2025-12-312026-02-13history
BSCZ INVESCO EXCH TRD SLF IDX FD9.8K sharesnew addition2025-12-312026-02-13history
IWP ISHARES TR1.5K sharesnew addition2025-12-312026-02-13history
BLACKSTONE INC BLACKSTONE INC1.3K sharesnew addition2025-12-312026-02-13history
JPC NUVEEN PFD & INCOME OPPORTUN14.7K shares0.00%2025-12-312026-02-13history
Sponsored

Call Option Holdings
No call option holdings data available

Put Option Holdings
No put option holdings data available
TradeFomo Institution Holdings Analysis: River Wealth Advisors LLC | TradeFomo