River Wealth Advisors LLC Purchases in Q3 2024

River Wealth Advisors LLC

  • $740 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
121K
New
$49.83 - $62.75 $6.02M - $7.58M
121K $6.96M
IWM
Ishares Russell 2000 ETF

ETFs
5.98K
+ 2.74%
$200.87 - $224.6 $1.2M - $1.34M
224K $49.5M
AAPL
Apple Inc.

Technology
344
+ 0.19%
$207.23 - $234.82 $71.3K - $80.8K
177K $41.2M
CRM
Salesforce, Inc.

Technology
12.2K
New
$238.42 - $276.53 $2.92M - $3.38M
12.2K $3.35M
IWR
Ishares Russell Mid Cap ETF

ETFs
9.42K
+ 2.65%
$79.92 - $88.19 $753K - $831K
365K $32.2M
ACN
Accenture PLC

Technology
2.08K
+ 5.28%
$295.44 - $355.81 $614K - $739K
41.4K $14.6M
TMUS
T Mobile Us, Inc.

Communication Services
7.87K
+ 27.82%
$175.14 - $206.36 $1.38M - $1.62M
36.1K $7.46M
TTWO
Take Two Interactive Software Inc

Communication Services
14.3K
New
$135.67 - $161.71 $1.94M - $2.31M
14.3K $2.2M
IVV
Ishares Core S&P 500 ETF

ETFs
1.35K
+ 2.84%
$520.18 - $576.82 $703K - $779K
49K $28.3M
CB
Chubb LTD

Financial Services
1.59K
+ 6.88%
$252.51 - $292.2 $401K - $464K
24.6K $7.1M
BLK
Black Rock Inc.

Financial Services
457
+ 10.65%
$782.27 - $949.51 $357K - $434K
4.75K $4.51M
UNH
Unitedhealth Group Inc

Healthcare
428
+ 3.88%
$488.01 - $604.18 $209K - $259K
11.5K $6.71M
TTEK
Tetra Tech Inc

Industrials
91.8K
+ 430.52%
$45.59 - $237.74 $4.18M - $21.8M
113K $5.33M
AMD
Advanced Micro Devices Inc

Technology
5.26K
+ 11.84%
$128.67 - $183.96 $677K - $968K
49.7K $8.15M
TRGP
Targa Resources Corp.

Energy
2.64K
+ 9.87%
$127.86 - $156.46 $337K - $413K
29.4K $4.35M
V
Visa Inc.

Financial Services
673
+ 1.4%
$253.74 - $291.56 $171K - $196K
48.6K $13.4M
JPM
Jpmorgan Chase & CO

Financial Services
1.08K
+ 1.71%
$194.9 - $224.8 $210K - $242K
64K $13.5M
TJX
Tjx Companies Inc

Consumer Cyclical
1.42K
+ 1.85%
$107.93 - $120.23 $153K - $170K
77.9K $9.15M
DE
Deere & CO

Industrials
695
+ 8.09%
$344.84 - $418.0 $240K - $291K
9.29K $3.88M
CI
Cigna Corp

Healthcare
1.74K
+ 220.74%
$319.12 - $367.1 $554K - $637K
2.52K $873K
BSCO
Invesco Et Self Idxd Fd Tr Bul

ETFs
28.9K
New
$21.05 - $21.17 $608K - $611K
28.9K $609K
ETN
Eaton Corp PLC

Industrials
229
+ 0.77%
$272.52 - $333.02 $62.4K - $76.3K
29.8K $9.88M
MDLZ
Mondelez International, Inc.

Consumer Defensive
6.23K
+ 36.26%
$64.35 - $75.71 $401K - $471K
23.4K $1.72M
VTV
Vanguard Value ETF

ETFs
3.39K
New
$159.75 - $174.57 $542K - $592K
3.39K $591K
COST
Costco Wholesale Corp

Consumer Defensive
336
+ 4.87%
$801.83 - $917.05 $269K - $308K
7.23K $6.41M
LLY
Eli Lilly & CO

Healthcare
714
+ 9.42%
$772.14 - $960.02 $551K - $685K
8.29K $7.35M
ABBV
Abb Vie Inc.

Healthcare
221
+ 1.34%
$163.84 - $199.33 $36.2K - $44.1K
16.7K $3.3M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
542
+ 15.42%
$405.19 - $478.57 $220K - $259K
4.06K $1.87M
VUG
Vanguard Growth ETF

ETFs
1.07K
+ 114.29%
$341.08 - $391.94 $366K - $420K
2.01K $771K
PEP
Pepsico Inc

Consumer Defensive
946
+ 1.89%
$161.9 - $179.3 $153K - $170K
50.9K $8.65M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
4.1K
New
$96.25 - $101.98 $395K - $418K
4.1K $415K
SUM
Summit Materials, Inc.

Basic Materials
6.29K
+ 10.54%
$35.61 - $41.78 $224K - $263K
66K $2.57M
XOM
Exxon Mobil Corp

Energy
2.3K
+ 8.3%
$109.72 - $119.0 $253K - $274K
30.1K $3.52M
RSP
Invesco S&P 500 Equal Weight E

ETFs
1.73K
New
$162.83 - $179.16 $282K - $310K
1.73K $310K
FCX
Freeport Mcmoran Inc

Basic Materials
4.57K
+ 7.63%
$39.52 - $51.92 $181K - $237K
64.5K $3.22M
IVE
Ishares S&P 500 Value ETF

ETFs
1.56K
New
$181.06 - $197.17 $282K - $307K
1.56K $307K
VBR
Vanguard Small Cap Value ETF

ETFs
1.46K
New
$179.99 - $201.6 $263K - $295K
1.46K $293K
META
Meta Platforms, Inc.

Communication Services
42
+ 1.08%
$453.41 - $572.44 $19K - $24K
3.93K $2.25M
CEG
Constellation Energy Corp

Utilities
1.04K
New
$167.08 - $262.86 $174K - $273K
1.04K $270K
PZA
Invesco ETF Tr Ii Natl Amt Fre

ETFs
9.93K
New
$23.57 - $24.19 $234K - $240K
9.93K $239K
IEFA
Ishares Tr

ETFs
2.75K
+ 86.74%
$70.09 - $78.74 $193K - $217K
5.93K $462K
VONG
Vanguard Russell 1000 Growth E

ETFs
2.36K
New
$85.48 - $98.39 $202K - $232K
2.36K $227K
BSCQ
Invesco Et Self Idxd Fd Tr Bul

ETFs
11.5K
New
$19.2 - $19.63 $221K - $226K
11.5K $225K
BR
Broadridge Financial Solutions, Inc.

Technology
1.01K
New
$196.56 - $218.55 $198K - $220K
1.01K $215K
CHRW
C. H. Robinson Worldwide, Inc.

Industrials
1.87K
New
$85.44 - $110.36 $159K - $206K
1.87K $205K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
286
+ 1.72%
$105.53 - $118.34 $30.2K - $33.8K
16.9K $1.97M
WM
Waste Management Inc

Industrials
1.42K
+ 7.73%
$196.96 - $223.45 $280K - $318K
19.9K $4.12M
CARR
Carrier Global Corp

Industrials
2
+ 0.02%
$61.9 - $80.88 $124 - $162
9.71K $781K
BAC
Bank Of America Corp

Financial Services
4.24K
+ 2.27%
$36.65 - $44.13 $155K - $187K
191K $7.57M
Activity Summary
Buys All Purchases 94 New Holdings 17 Increased Positions 77 Sells All Sells 103 Reductions 103 Sold out 0 Options Calls 0 Puts 0
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