River Wealth Advisors LLC Portfolio Holdings

River Wealth Advisors LLC

  • $734 Million
  • Q4 2024

River Wealth Advisors LLC has filed its 13F form on February 13, 2025 for Q4 2024 where it was disclosed a total value porftolio of $734 Million distributed in 207 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Russell 2000 ETF with a value of $51.9M, Apple Inc. with a value of $44.2M, Ishares Russell Mid Cap ETF with a value of $33.9M, Microsoft Corp with a value of $33M, and Ishares Core S&P 500 ETF with a value of $28.9M.

Examining the 13F form we can see an decrease of $5.86M in the current position value, from $740M to 734M.

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 $734 Million
ETFs: $222 Million
Technology: $151 Million
Financial Services: $79.1 Million
Industrials: $58.3 Million
Healthcare: $55.7 Million
Consumer Cyclical: $54.7 Million
Communication Services: $46.5 Million
Consumer Defensive: $27.7 Million
Other: $38.3 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$51.9 Million 7.07% of portfolio
234,994
Q4 2024 Added 4.9%
$3.79T
$44.2 Million 6.02% of portfolio
176,446
Q4 2024 Reduced 0.38%
$0
$33.9 Million 4.62% of portfolio
383,503
Q4 2024 Added 5.08%
$2.99T
$33 Million 4.49% of portfolio
78,178
Q4 2024 Added 3.07%
$0
$28.9 Million 3.94% of portfolio
49,125
Q4 2024 Added 0.26%
$292B
$28 Million 3.82% of portfolio
208,779
Q4 2024 Reduced 3.35%
$1.02T
$19.6 Million 2.67% of portfolio
103,442
Q4 2024 Added 10.07%
$219B
$17.4 Million 2.37% of portfolio
49,430
Q4 2024 Added 19.32%
$0
$17.3 Million 2.36% of portfolio
222,448
Q4 2024 Added 2.76%
$2.12T
$16.6 Million 2.26% of portfolio
75,516
Q4 2024 Added 0.17%
$577B
$15.9 Million 2.16% of portfolio
50,167
Q4 2024 Added 3.22%
$738B
$15.8 Million 2.15% of portfolio
65,790
Q4 2024 Added 2.79%
$0
$14.9 Million 2.03% of portfolio
260,025
Q4 2024 Reduced 4.35%
$292B
$12.3 Million 1.67% of portfolio
36,701
Q4 2024 Added 200.14%
$327B
$11.8 Million 1.61% of portfolio
53,639
Q4 2024 Added 48.42%
$115B
$10.2 Million 1.39% of portfolio
30,710
Q4 2024 Added 3.0%
$143B
$8.71 Million 1.19% of portfolio
72,100
Q4 2024 Reduced 7.43%
$1.49B
$8.6 Million 1.17% of portfolio
142,556
Q4 2024 Added 18.03%
$43.8B
$8.02 Million 1.09% of portfolio
57,348
Q4 2024 Added 0.79%
$212B
$7.96 Million 1.08% of portfolio
52,329
Q4 2024 Added 2.87%
$119B
$7.89 Million 1.07% of portfolio
28,548
Q4 2024 Added 15.85%
$0
$7.87 Million 1.07% of portfolio
158,227
Q4 2024 Reduced 50.63%
$150B
$7.49 Million 1.02% of portfolio
20,797
Q4 2024 Reduced 2.12%
$883B
$7.38 Million 1.01% of portfolio
9,563
Q4 2024 Added 15.3%
$0
$7.44 Million 1.01% of portfolio
138,665
Q4 2024 Added 0.24%
$16.9B
$6.97 Million 0.95% of portfolio
18,906
Q4 2024 Reduced 2.18%
$38.4B
$6.89 Million 0.94% of portfolio
37,227
Q4 2024 Added 8.01%
$464B
$6.73 Million 0.92% of portfolio
7,348
Q4 2024 Added 1.59%
$34.7B
$6.72 Million 0.92% of portfolio
36,526
Q4 2024 Added 155.3%
$445B
$6.36 Million 0.87% of portfolio
12,578
Q4 2024 Added 9.63%
$533B
$6.11 Million 0.83% of portfolio
11,601
Q4 2024 Reduced 0.94%
$80.8B
$5.95 Million 0.81% of portfolio
16,105
Q4 2024 Reduced 4.65%
$0
$5.98 Million 0.81% of portfolio
21,366
Q4 2024 Reduced 3.13%
$436B
$5.87 Million 0.8% of portfolio
35,255
Q4 2024 Reduced 2.57%
$295B
$5.36 Million 0.73% of portfolio
36,976
Q4 2024 Added 2.66%
$43B
$5.25 Million 0.71% of portfolio
29,410
Q4 2024 Added 0.13%
$69.1B
$5.01 Million 0.68% of portfolio
17,257
Q4 2024 Reduced 6.76%
$1.55B
$4.94 Million 0.67% of portfolio
123,919
Q4 2024 Added 9.59%
$95.3B
$4.85 Million 0.66% of portfolio
13,138
Q4 2024 Reduced 5.67%
$236B
$4.63 Million 0.63% of portfolio
46,517
Q4 2024 Added 4.96%
$94.6B
$4.55 Million 0.62% of portfolio
22,570
Q4 2024 Added 13.69%
$1.06T
$4.56 Million 0.62% of portfolio
23,920
Q4 2024 Reduced 8.77%
$141B
$4.49 Million 0.61% of portfolio
10,587
Q4 2024 Added 13.97%
$0
$4.27 Million 0.58% of portfolio
68,484
Q4 2024 Reduced 0.78%
$28.1B
$4.3 Million 0.58% of portfolio
19,435
Q4 2024 Added 0.35%
$151B
$3.93 Million 0.53% of portfolio
15,907
Q4 2024 Reduced 17.68%
$0
$3.78 Million 0.51% of portfolio
30,234
Q4 2024 Reduced 2.84%
$169B
$3.69 Million 0.5% of portfolio
14,142
Q4 2024 Reduced 2.33%
$164B
$3.58 Million 0.49% of portfolio
29,606
Q4 2024 Reduced 40.42%

Summary

  • Portfolio
  • No. of Stocks 207
  • Current Value $734 Million
  • Prior Value $740 Million
  • Filing
  • Period Q4 2024
  • Filing Date February 13, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 16 stocks
  • Additional Purchases 60 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 122 stocks
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