River Wealth Advisors LLC Purchases in Q2 2024

River Wealth Advisors LLC

  • $692 Million
  • Q2 2024
Stock Shares change Price Range Shares Held Trade History
NVDA
Nvidia Corp

Technology
197K
+ 900.21%
$118.11 - $1224.4 $23.3M - $241M
219K $27M
AAPL
Apple Inc.

Technology
338
+ 0.19%
$165.0 - $216.67 $55.8K - $73.2K
177K $37.2M
LLY
Eli Lilly & CO

Healthcare
2K
+ 35.92%
$724.87 - $909.04 $1.45M - $1.82M
7.58K $6.86M
MSFT
Microsoft Corp

Technology
1.37K
+ 1.88%
$389.33 - $452.85 $532K - $619K
74K $33.1M
NVO
Novo Nordisk A S

Healthcare
13.8K
+ 87.05%
$122.71 - $146.91 $1.69M - $2.03M
29.6K $4.23M
IVV
Ishares Core S&P 500 ETF

ETFs
1.6K
+ 3.48%
$497.53 - $549.64 $797K - $881K
47.6K $26.1M
AMZN
Amazon Com Inc

Consumer Cyclical
3.2K
+ 4.07%
$173.67 - $197.85 $556K - $634K
82K $15.8M
TJX
Tjx Companies Inc

Consumer Cyclical
4.77K
+ 6.66%
$92.66 - $111.05 $442K - $530K
76.5K $8.42M
COST
Costco Wholesale Corp

Consumer Defensive
272
+ 4.11%
$704.88 - $870.75 $192K - $237K
6.9K $5.86M
TRGP
Targa Resources Corp.

Energy
2.98K
+ 12.55%
$111.78 - $129.83 $333K - $387K
26.7K $3.44M
TMUS
T Mobile Us, Inc.

Communication Services
2.14K
+ 8.18%
$159.79 - $180.69 $342K - $386K
28.3K $4.98M
MDLZ
Mondelez International, Inc.

Consumer Defensive
11.2K
+ 189.89%
$65.44 - $71.94 $736K - $809K
17.2K $1.12M
SO
Southern CO

Utilities
6.71K
New
$67.77 - $80.71 $455K - $542K
6.71K $520K
BAC
Bank Of America Corp

Financial Services
3.18K
+ 1.73%
$34.68 - $40.02 $110K - $127K
187K $7.42M
UNH
Unitedhealth Group Inc

Healthcare
567
+ 5.41%
$439.2 - $524.63 $249K - $297K
11K $5.62M
JPM
Jpmorgan Chase & CO

Financial Services
1.35K
+ 2.2%
$180.08 - $204.79 $244K - $277K
62.9K $12.7M
XOM
Exxon Mobil Corp

Energy
3.49K
+ 14.4%
$108.36 - $122.2 $378K - $427K
27.7K $3.19M
WMT
Walmart Inc.

Consumer Defensive
4.7K
+ 106.52%
$58.85 - $68.9 $277K - $324K
9.12K $617K
QQQ
Invesco Qqq Trust, Series 1

ETFs
160
+ 2.04%
$414.65 - $485.21 $66.3K - $77.6K
8K $3.83M
FCX
Freeport Mcmoran Inc

Basic Materials
5.42K
+ 9.93%
$47.26 - $54.86 $256K - $297K
59.9K $2.91M
ABC
Amerisourcebergen Corp

Healthcare
1.87K
+ 5.86%
N/A
33.7K $6.25M
ETN
Eaton Corp PLC

Industrials
759
+ 2.63%
$303.02 - $340.89 $230K - $259K
29.6K $9.28M
WM
Waste Management Inc

Industrials
1.21K
+ 7.05%
$200.55 - $213.34 $243K - $259K
18.4K $3.93M
SPY
Spdr S&P 500 ETF Trust

ETFs
287
+ 9.46%
$495.16 - $548.49 $142K - $157K
3.32K $1.81M
CVX
Chevron Corp

Energy
1.64K
+ 4.85%
$152.57 - $166.33 $250K - $272K
35.4K $5.54M
IWM
Ishares Russell 2000 ETF

ETFs
8.59K
+ 4.1%
$192.84 - $209.44 $1.66M - $1.8M
218K $44.2M
SCHX
Schwab Strategic Tr Us Large C

ETFs
2.47K
+ 56.64%
$58.7 - $64.78 $145K - $160K
6.84K $439K
TSLA
Tesla, Inc.

Consumer Cyclical
642
+ 51.28%
$142.05 - $197.88 $91.2K - $127K
1.89K $374K
TXN
Texas Instruments Inc

Technology
487
+ 20.86%
$159.68 - $202.54 $77.8K - $98.6K
2.82K $548K
CB
Chubb LTD

Financial Services
811
+ 3.65%
$243.01 - $274.28 $197K - $222K
23.1K $5.88M
BLK
Black Rock Inc.

Financial Services
363
+ 9.24%
$747.3 - $826.77 $271K - $300K
4.29K $3.38M
MCK
Mckesson Corp

Healthcare
56
+ 3.91%
$518.81 - $607.81 $29.1K - $34K
1.49K $868K
MRK
Merck & Co., Inc.

Healthcare
3.21K
+ 8.56%
$123.8 - $132.96 $397K - $426K
40.7K $5.03M
META
Meta Platforms, Inc.

Communication Services
35
+ 0.91%
$430.17 - $527.34 $15.1K - $18.5K
3.89K $1.96M
GD
General Dynamics Corp

Industrials
232
+ 11.51%
$281.11 - $300.23 $65.2K - $69.7K
2.25K $651K
AMAT
Applied Materials Inc

Technology
116
+ 6.36%
$189.46 - $247.83 $22K - $28.7K
1.94K $458K
DGRO
Ishares Core Dividend Growth E

ETFs
1.48K
+ 17.25%
$55.23 - $58.55 $81.7K - $86.7K
10.1K $579K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
4
+ 0.11%
$455.1 - $504.28 $1.82K - $2.02K
3.57K $1.78M
SPGI
S&P Global Inc.

Financial Services
5
+ 0.16%
$408.56 - $448.91 $2.04K - $2.24K
3.2K $1.43M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
572
+ 17.9%
$114.71 - $121.51 $65.6K - $69.5K
3.77K $446K
IWF
Ishares Russell 1000 Gr ETF

ETFs
83
+ 7.96%
$316.15 - $367.33 $26.2K - $30.5K
1.13K $410K
AMP
Ameriprise Financial Inc

Financial Services
130
+ 26.05%
$407.69 - $442.22 $53K - $57.5K
629 $268K
SCHW
Schwab Charles Corp

Financial Services
580
+ 12.72%
$70.03 - $78.9 $40.6K - $45.8K
5.14K $378K
PG
Procter & Gamble CO

Consumer Defensive
44
+ 0.3%
$155.33 - $168.56 $6.83K - $7.42K
14.8K $2.44M
VTI
Vanguard Total Stock Market Et

ETFs
103
+ 4.3%
$245.23 - $269.4 $25.3K - $27.7K
2.5K $667K
CRWD
Crowd Strike Holdings, Inc.

Technology
6
+ 0.89%
$282.64 - $390.43 $1.7K - $2.34K
677 $259K
KO
Coca Cola CO

Consumer Defensive
304
+ 3.2%
$58.06 - $64.15 $17.7K - $19.5K
9.81K $624K
HPQ
Hp Inc

Technology
50
+ 0.64%
$27.62 - $38.36 $1.38K - $1.92K
7.92K $277K
KMB
Kimberly Clark Corp

Consumer Defensive
1
+ 0.03%
$123.89 - $141.67 $124 - $142
3.93K $542K
Activity Summary
Buys All Purchases 84 New Holdings 1 Increased Positions 83 Sells All Sells 92 Reductions 92 Sold out 0 Options Calls 0 Puts 0
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