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
MPC
Marathon Petroleum Corp

Energy
458
+ 27.12%
$168.76 - $219.13 $77.3K - $100K
2.15K $372K
MS
Morgan Stanley

Financial Services
88
+ 3.69%
$86.19 - $101.53 $7.58K - $8.93K
2.48K $240K
SCHA
Schwab Strategic Tr Us Small C

ETFs
603
+ 8.96%
$45.24 - $49.04 $27.3K - $29.6K
7.33K $347K
IWR
Ishares Russell Mid Cap ETF

ETFs
12.8K
+ 3.74%
$78.66 - $83.59 $1.01M - $1.07M
356K $28.8M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
10
+ 0.28%
$57.57 - $63.3 $576 - $633
3.54K $222K
DHR
Danaher Corp

Healthcare
19
+ 0.2%
$235.51 - $267.98 $4.47K - $5.09K
9.63K $2.41M
FHLC
Fidelity Covington Tr Msci Hea

ETFs
60
+ 1.4%
$65.13 - $69.24 $3.91K - $4.15K
4.34K $297K
FDIS
Fidelity Covington Tr Msci Con

ETFs
8
+ 0.27%
$75.8 - $81.9 $606 - $655
3.01K $243K
RPM
Rpm International Inc

Basic Materials
150
+ 8.45%
$106.57 - $118.52 $16K - $17.8K
1.93K $207K
EMR
Emerson Electric CO

Industrials
2
+ 0.11%
$105.97 - $115.59 $212 - $231
1.89K $207K
ABT
Abbott Laboratories

Healthcare
361
+ 7.2%
$100.73 - $112.44 $36.4K - $40.6K
5.38K $558K
CI
Cigna Corp

Healthcare
9
+ 1.16%
$330.57 - $364.08 $2.98K - $3.28K
786 $259K
UNP
Union Pacific Corp

Industrials
133
+ 3.81%
$221.38 - $247.4 $29.4K - $32.9K
3.62K $819K
HSY
Hershey CO

Consumer Defensive
30
+ 0.68%
$182.0 - $209.51 $5.46K - $6.29K
4.47K $821K
ADP
Automatic Data Processing Inc

Industrials
11
+ 0.27%
$237.3 - $254.02 $2.61K - $2.79K
4.14K $987K
BMY
Bristol Myers Squibb CO

Healthcare
796
+ 10.37%
$40.25 - $52.99 $32K - $42.2K
8.47K $351K
TRV
Travelers Companies, Inc.

Financial Services
1
+ 0.04%
$203.34 - $230.89 $203 - $231
2.56K $520K
MCD
Mcdonalds Corp

Consumer Cyclical
138
+ 3.31%
$249.37 - $280.22 $34.4K - $38.7K
4.3K $1.1M
DE
Deere & CO

Industrials
571
+ 7.12%
$364.98 - $414.02 $208K - $236K
8.59K $3.21M
ABBV
Abb Vie Inc.

Healthcare
465
+ 2.9%
$154.79 - $180.76 $72K - $84.1K
16.5K $2.83M
NSC
Norfolk Southern Corp

Industrials
45
+ 1.34%
$209.9 - $253.39 $9.45K - $11.4K
3.41K $732K
CWB
Spdr Bloomberg Convertible Sec

ETFs
888
+ 0.42%
$69.6 - $72.8 $61.8K - $64.6K
214K $15.4M
AMD
Advanced Micro Devices Inc

Technology
3.7K
+ 9.07%
$144.27 - $183.34 $533K - $678K
44.4K $7.21M
CMCSA
Comcast Corp

Communication Services
6.55K
+ 6.77%
$36.9 - $42.28 $242K - $277K
103K $4.05M
CAT
Caterpillar Inc

Industrials
173
+ 2.78%
$321.47 - $379.3 $55.6K - $65.6K
6.4K $2.13M
STZ
Constellation Brands, Inc.

Consumer Defensive
434
+ 2.31%
$243.97 - $268.34 $106K - $116K
19.2K $4.94M
PEP
Pepsico Inc

Consumer Defensive
1.75K
+ 3.63%
$163.33 - $183.11 $286K - $321K
49.9K $8.23M
SUM
Summit Materials, Inc.

Basic Materials
4.55K
+ 8.25%
$35.3 - $43.11 $160K - $196K
59.7K $2.18M
HD
Home Depot, Inc.

Consumer Cyclical
338
+ 3.29%
$325.1 - $368.03 $110K - $124K
10.6K $3.65M
COP
Conocophillips

Energy
21
+ 0.07%
$109.39 - $133.52 $2.3K - $2.8K
32.3K $3.69M
DHI
Horton D R Inc

Consumer Cyclical
3.17K
+ 5.59%
$139.4 - $161.88 $442K - $513K
59.8K $8.43M
ACN
Accenture PLC

Technology
1.95K
+ 5.21%
$281.76 - $339.17 $549K - $661K
39.4K $11.9M
DIS
Walt Disney CO

Communication Services
38
+ 0.06%
$99.29 - $122.82 $3.77K - $4.67K
59K $5.86M
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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