River Wealth Advisors LLC Purchases in Q4 2024

River Wealth Advisors LLC

  • $734 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
CRM
Salesforce, Inc.

Technology
24.5K
+ 200.14%
$270.87 - $367.87 $6.63M - $9M
36.7K $12.3M
TTWO
Take Two Interactive Software Inc

Communication Services
22.2K
+ 155.3%
$147.66 - $190.46 $3.28M - $4.23M
36.5K $6.72M
TMUS
T Mobile Us, Inc.

Communication Services
17.5K
+ 48.42%
$206.1 - $246.94 $3.61M - $4.32M
53.6K $11.8M
GOOGL
Alphabet Inc.

Communication Services
9.47K
+ 10.07%
$161.86 - $196.66 $1.53M - $1.86M
103K $19.6M
ACN
Accenture PLC

Technology
8K
+ 19.32%
$343.9 - $376.86 $2.75M - $3.02M
49.4K $17.4M
AMZN
Amazon Com Inc

Consumer Cyclical
126
+ 0.17%
$180.88 - $232.93 $22.8K - $29.3K
75.5K $16.6M
V
Visa Inc.

Financial Services
1.57K
+ 3.22%
$273.87 - $320.91 $429K - $502K
50.2K $15.9M
IWM
Ishares Russell 2000 ETF

ETFs
11K
+ 4.9%
$216.13 - $242.4 $2.37M - $2.66M
235K $51.9M
JPM
Jpmorgan Chase & CO

Financial Services
1.79K
+ 2.79%
$205.18 - $250.29 $367K - $447K
65.8K $15.8M
IWR
Ishares Russell Mid Cap ETF

ETFs
18.6K
+ 5.08%
$87.25 - $95.52 $1.62M - $1.77M
384K $33.9M
BSCR
Invesco Et Self Idxd Fd Tr Bul

ETFs
83.1K
New
$19.42 - $19.76 $1.61M - $1.64M
83.1K $1.62M
BSCQ
Invesco Et Self Idxd Fd Tr Bul

ETFs
81.7K
+ 709.63%
$19.38 - $19.58 $1.58M - $1.6M
93.2K $1.81M
BAC
Bank Of America Corp

Financial Services
17.2K
+ 9.03%
$39.22 - $47.77 $676K - $823K
208K $9.15M
BSCS
Invesco ETF Fd Tr Invesco Bull

ETFs
54K
New
$20.08 - $20.61 $1.08M - $1.11M
54K $1.09M
BSCT
Invesco Index Fd Tr Bulletshar

ETFs
56.1K
New
$18.28 - $18.87 $1.03M - $1.06M
56.1K $1.03M
BSCV
Invesco ETF Self Indexed Fd Tr
63.6K
New
$16.02 - $16.72 $1.02M - $1.06M
63.6K $1.02M
BSCU
Invesco Exc Self Ind Tr

ETFs
62.2K
New
$16.32 - $16.99 $1.02M - $1.06M
62.2K $1.02M
SUM
Summit Materials, Inc.

Basic Materials
3.2K
+ 4.86%
$36.82 - $51.66 $118K - $166K
69.2K $3.5M
TRGP
Targa Resources Corp.

Energy
37
+ 0.13%
$150.58 - $207.69 $5.57K - $7.68K
29.4K $5.25M
BSCP
Invesco Et Seld Idxd Fd Tr Bul

ETFs
41.8K
New
$20.6 - $20.71 $861K - $866K
41.8K $863K
CB
Chubb LTD

Financial Services
3.91K
+ 15.85%
$271.57 - $301.89 $1.06M - $1.18M
28.5K $7.89M
CWB
Spdr Bloomberg Convertible Sec

ETFs
5.98K
+ 2.76%
$76.21 - $82.24 $456K - $492K
222K $17.3M
IVV
Ishares Core S&P 500 ETF

ETFs
125
+ 0.26%
$570.51 - $610.59 $71.3K - $76.3K
49.1K $28.9M
DE
Deere & CO

Industrials
1.3K
+ 13.97%
$389.45 - $466.0 $506K - $605K
10.6K $4.49M
ABC
Amerisourcebergen Corp

Healthcare
2.76K
+ 8.01%
N/A
37.2K $6.89M
WM
Waste Management Inc

Industrials
2.72K
+ 13.69%
$201.79 - $228.46 $548K - $621K
22.6K $4.55M
AVGO
Broadcom Inc.

Technology
1.85K
New
$159.67 - $250.0 $296K - $463K
1.85K $429K
MSFT
Microsoft Corp

Technology
2.33K
+ 3.07%
$406.35 - $454.46 $948K - $1.06M
78.2K $33M
COST
Costco Wholesale Corp

Consumer Defensive
115
+ 1.59%
$873.59 - $994.69 $100K - $114K
7.35K $6.73M
ETN
Eaton Corp PLC

Industrials
894
+ 3.0%
$326.96 - $377.52 $292K - $338K
30.7K $10.2M
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
7.4K
New
$33.92 - $36.6 $251K - $271K
7.4K $256K
PPL
Ppl Corp

Utilities
7.54K
New
$31.47 - $35.0 $237K - $264K
7.54K $244K
ONEQ
Fidelity Nasdaq Composite Inde

ETFs
3K
New
$70.54 - $79.61 $212K - $239K
3K $228K
FCOM
Fidelity Covington Tr Msci Com

ETFs
3.5K
New
$54.65 - $61.96 $191K - $217K
3.5K $205K
VTI
Vanguard Total Stock Market Et

ETFs
411
+ 16.19%
$280.04 - $302.45 $115K - $124K
2.95K $854K
NFLX
Netflix Inc

Communication Services
5
+ 0.81%
$687.65 - $936.56 $3.44K - $4.68K
625 $557K
META
Meta Platforms, Inc.

Communication Services
7
+ 0.18%
$554.08 - $632.68 $3.88K - $4.43K
3.94K $2.32M
SCHA
Schwab Strategic Tr Us Small C

ETFs
9.84K
+ 132.72%
$25.33 - $51.16 $249K - $503K
17.3K $446K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
36
+ 0.99%
$521.84 - $558.82 $18.8K - $20.1K
3.67K $1.98M
IWB
Ishares Tr Russell 1000 ETF

ETFs
39
+ 0.65%
$311.11 - $335.64 $12.1K - $13.1K
6.02K $1.94M
CVX
Chevron Corp

Energy
957
+ 2.66%
$141.15 - $162.53 $135K - $156K
37K $5.36M
SCHW
Schwab Charles Corp

Financial Services
9
+ 0.18%
$63.31 - $82.85 $570 - $746
5.12K $378K
FNCL
Fidelity Covington Tr Msci Fin

ETFs
238
+ 5.28%
$63.19 - $73.31 $15K - $17.4K
4.75K $326K
LLY
Eli Lilly & CO

Healthcare
1.27K
+ 15.3%
$727.2 - $932.06 $923K - $1.18M
9.56K $7.38M
IWO
Ishares Russell 2000 Gwt ETF

ETFs
76
+ 9.0%
$278.19 - $315.36 $21.1K - $24K
920 $264K
IWS
Ishares Russell Midcap Value E

ETFs
209
+ 12.59%
$128.08 - $140.32 $26.8K - $29.3K
1.87K $241K
IEMG
Ishares Inc

ETFs
326
+ 0.24%
N/A
139K $7.44M
AON
Aon PLC

Financial Services
1
+ 0.14%
$344.14 - $393.31 $344 - $393
727 $261K
FHLC
Fidelity Covington Tr Msci Hea

ETFs
588
+ 13.47%
$64.85 - $73.04 $38.1K - $42.9K
4.95K $323K
Activity Summary
Buys All Purchases 76 New Holdings 16 Increased Positions 60 Sells All Sells 122 Reductions 122 Sold out 0 Options Calls 0 Puts 0
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