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
$0
$49.5 Million 6.68% of portfolio
224,020
Q3 2024 Added 2.74%
$3.79T
$41.2 Million 5.57% of portfolio
177,111
Q3 2024 Added 0.19%
$3.09T
$32.6 Million 4.41% of portfolio
75,846
Q3 2024 Added 2.46%
$0
$32.2 Million 4.34% of portfolio
364,949
Q3 2024 Added 2.65%
$0
$28.3 Million 3.82% of portfolio
49,000
Q3 2024 Added 2.84%
$299B
$26.2 Million 3.54% of portfolio
216,015
Q3 2024 Reduced 1.3%
$0
$17.1 Million 2.31% of portfolio
271,856
Q3 2024 Reduced 2.0%
$0
$16.6 Million 2.24% of portfolio
216,468
Q3 2024 Added 1.38%
$0
$16.2 Million 2.18% of portfolio
320,476
Q3 2024 Reduced 3.71%
$1.22T
$15.6 Million 2.11% of portfolio
93,977
Q3 2024 Added 5.17%
$243B
$14.6 Million 1.98% of portfolio
41,428
Q3 2024 Added 5.28%
$2.42T
$14 Million 1.9% of portfolio
75,390
Q3 2024 Reduced 8.02%
$784B
$13.5 Million 1.82% of portfolio
64,003
Q3 2024 Added 1.71%
$559B
$13.4 Million 1.81% of portfolio
48,602
Q3 2024 Added 1.4%
$49.3B
$10.9 Million 1.47% of portfolio
56,898
Q3 2024 Reduced 4.91%
$130B
$9.88 Million 1.33% of portfolio
29,816
Q3 2024 Added 0.77%
$20.1B
$8.68 Million 1.17% of portfolio
19,327
Q3 2024 Reduced 2.06%
$208B
$8.65 Million 1.17% of portfolio
50,870
Q3 2024 Added 1.89%
$187B
$8.15 Million 1.1% of portfolio
49,691
Q3 2024 Added 11.84%
$148B
$7.67 Million 1.04% of portfolio
21,247
Q3 2024 Reduced 2.51%
$372B
$7.57 Million 1.02% of portfolio
190,854
Q3 2024 Added 2.27%
$290B
$7.46 Million 1.01% of portfolio
36,139
Q3 2024 Added 27.82%
$0
$7.42 Million 1.0% of portfolio
138,339
Q3 2024 Added 0.6%
$771B
$7.35 Million 0.99% of portfolio
8,294
Q3 2024 Added 9.42%
$95B
$7.24 Million 0.98% of portfolio
13,927
Q3 2024 Reduced 0.64%
$113B
$7.1 Million 0.96% of portfolio
24,642
Q3 2024 Added 6.88%
$1.62B
$6.96 Million 0.94% of portfolio
120,775
Q3 2024 New
$507B
$6.71 Million 0.91% of portfolio
11,473
Q3 2024 Added 3.88%
$84.1B
$6.57 Million 0.89% of portfolio
16,891
Q3 2024 Reduced 4.39%
$434B
$6.41 Million 0.87% of portfolio
7,233
Q3 2024 Added 4.87%
$38.4B
$6.38 Million 0.86% of portfolio
34,466
Q3 2024 Added 2.17%
$459B
$6.16 Million 0.83% of portfolio
36,184
Q3 2024 Reduced 0.02%
$11.1B
$6.01 Million 0.81% of portfolio
7,361
Q3 2024 Reduced 23.68%
$0
$5.9 Million 0.8% of portfolio
22,057
Q3 2024 Reduced 0.34%
$530B
$5.78 Million 0.78% of portfolio
11,711
Q3 2024 Reduced 2.29%
$74.4B
$5.51 Million 0.74% of portfolio
18,508
Q3 2024 Reduced 9.96%
$292B
$5.3 Million 0.72% of portfolio
36,019
Q3 2024 Added 1.77%
$1.96B
$5.33 Million 0.72% of portfolio
113,076
Q3 2024 Added 430.52%
$161B
$5.23 Million 0.71% of portfolio
19,323
Q3 2024 Reduced 35.28%
$250B
$5.03 Million 0.68% of portfolio
44,318
Q3 2024 Added 9.02%
$29.1B
$4.99 Million 0.67% of portfolio
19,368
Q3 2024 Added 0.86%
$25.9B
$4.89 Million 0.66% of portfolio
34,057
Q3 2024 Reduced 8.58%
$153B
$4.67 Million 0.63% of portfolio
14,480
Q3 2024 Reduced 2.31%
$162B
$4.51 Million 0.61% of portfolio
4,747
Q3 2024 Added 10.65%
$1.25T
$4.38 Million 0.59% of portfolio
26,219
Q3 2024 Added 2.49%
$44.6B
$4.35 Million 0.59% of portfolio
29,373
Q3 2024 Added 9.87%
$0
$4.3 Million 0.58% of portfolio
69,023
Q3 2024 Reduced 0.26%
$191B
$4.17 Million 0.56% of portfolio
34,988
Q3 2024 Added 18.11%
$90.4B
$4.12 Million 0.56% of portfolio
19,853
Q3 2024 Added 7.73%

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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