River Wealth Advisors LLC Reduced Holdings in Q3 2025

River Wealth Advisors LLC

  • $821 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
ELV
Elevance Health, Inc.

Healthcare
-7.09K
- 59.54%
$274.66 - $395.76 $1.95M - $2.81M
4.82K $1.56M
UNH
Unitedhealth Group Inc

Healthcare
-9.48K
- 84.39%
$237.77 - $353.61 $2.25M - $3.35M
1.75K $604K
CRM
Salesforce, Inc.

Technology
-688
- 2.05%
$231.66 - $273.65 $159K - $188K
32.9K $7.79M
ARW
Arrow Electronics Inc

Technology
-8.89K
- 63.75%
$114.66 - $133.24 $1.02M - $1.18M
5.06K $611K
CSL
Carlisle Companies Inc

Industrials
-326
- 1.88%
$327.52 - $435.11 $107K - $142K
17K $5.59M
FDX
Fedex Corp

Industrials
-2.62K
- 55.5%
$217.1 - $243.2 $570K - $638K
2.1K $496K
SYK
Stryker Corp

Healthcare
-102
- 0.52%
$368.57 - $403.53 $37.6K - $41.2K
19.6K $7.26M
COST
Costco Wholesale Corp

Consumer Defensive
-41
- 0.56%
$915.95 - $994.57 $37.6K - $40.8K
7.29K $6.75M
TRGP
Targa Resources Corp.

Energy
-1.28K
- 4.45%
$160.52 - $174.4 $205K - $223K
27.5K $4.6M
APD
Air Products & Chemicals, Inc.

Basic Materials
-710
- 4.5%
$265.78 - $299.3 $189K - $213K
15.1K $4.11M
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
-173
- 1.37%
$196.15 - $217.83 $33.9K - $37.7K
12.4K $2.5M
SLQD
Ishares 0 5 Year Investment Gr

ETFs
-5.22K
- 4.31%
$50.29 - $50.86 $262K - $265K
116K $5.89M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-535
- 13.68%
$459.11 - $506.91 $246K - $271K
3.38K $1.7M
MDLZ
Mondelez International, Inc.

Consumer Defensive
-1.04K
- 3.84%
$60.9 - $70.75 $63.5K - $73.7K
26.1K $1.63M
PG
Procter & Gamble CO

Consumer Defensive
-504
- 4.02%
$150.47 - $161.22 $75.8K - $81.3K
12K $1.85M
CI
Cigna Corp

Healthcare
-131
- 5.05%
$262.23 - $334.39 $34.4K - $43.8K
2.46K $709K
CL
Colgate Palmolive CO

Consumer Defensive
-203
- 1.82%
$79.36 - $93.33 $16.1K - $18.9K
10.9K $873K
COP
Conocophillips

Energy
-2.37K
- 11.3%
$91.0 - $98.99 $216K - $235K
18.6K $1.76M
CARR
Carrier Global Corp

Industrials
-56
- 0.65%
$58.75 - $80.73 $3.29K - $4.52K
8.55K $510K
NFLX
Netflix Inc

Communication Services
-6
- 0.89%
$1147.87 - $1297.18 $6.89K - $7.78K
667 $799K
KO
Coca Cola CO

Consumer Defensive
-808
- 9.21%
$65.67 - $71.67 $53.1K - $57.9K
7.96K $527K
ADP
Automatic Data Processing Inc

Industrials
-84
- 2.37%
$288.69 - $310.94 $24.2K - $26.1K
3.47K $1.02M
PPG
Ppg Industries Inc

Basic Materials
-407
- 11.65%
$103.65 - $119.07 $42.2K - $48.5K
3.09K $324K
UL
Unilever PLC

Consumer Defensive
-516
- 3.2%
$58.43 - $65.01 $30.1K - $33.5K
15.6K $925K
AVY
Avery Dennison Corp

Industrials
-80
- 2.25%
$158.71 - $184.63 $12.7K - $14.8K
3.48K $564K
DIS
Walt Disney CO

Communication Services
-11
- 0.2%
$112.25 - $124.0 $1.23K - $1.36K
5.6K $641K
XLF
Financial Sector Spdr

ETFs
-1.2K
- 15.26%
$51.37 - $54.25 $61.6K - $65.1K
6.66K $358K
FHLC
Fidelity Covington Tr Msci Hea

ETFs
-929
- 20.12%
$61.56 - $66.95 $57.2K - $62.2K
3.69K $246K
FTEC
Fidelity Covington Tr Msci Inf

ETFs
-564
- 16.92%
$195.29 - $223.85 $110K - $126K
2.77K $615K
COF
Capital One Financial Corp

Financial Services
-179
- 0.91%
$207.29 - $229.74 $37.1K - $41.1K
19.6K $4.16M
ABT
Abbott Laboratories

Healthcare
-189
- 3.46%
$120.51 - $136.62 $22.8K - $25.8K
5.27K $706K
VHT
Vanguard Health Care ETF

ETFs
-178
- 12.8%
$239.12 - $259.95 $42.6K - $46.3K
1.21K $314K
DHR
Danaher Corp

Healthcare
-176
- 2.14%
$181.46 - $212.2 $31.9K - $37.3K
8.04K $1.59M
BMY
Bristol Myers Squibb CO

Healthcare
-431
- 6.5%
$43.31 - $48.98 $18.7K - $21.1K
6.2K $279K
BSCR
Invesco Et Self Idxd Fd Tr Bul

ETFs
-1.57K
- 1.5%
$19.61 - $19.79 $30.7K - $31K
103K $2.03M
FNCL
Fidelity Covington Tr Msci Fin

ETFs
-426
- 9.37%
$72.91 - $77.23 $31.1K - $32.9K
4.12K $314K
MTB
M&T Bank Corp

Financial Services
-155
- 6.32%
$183.74 - $204.05 $28.5K - $31.6K
2.3K $454K
AJG
Arthur J. Gallagher & Co.

Financial Services
-14
- 1.01%
$284.17 - $319.49 $3.98K - $4.47K
1.37K $423K
CSCO
Cisco Systems, Inc.

Technology
-40
- 0.24%
$66.2 - $71.79 $2.65K - $2.87K
17K $1.16M
TXN
Texas Instruments Inc

Technology
-83
- 4.28%
N/A
1.85K $360K
BSCP
Invesco Et Seld Idxd Fd Tr Bul

ETFs
-681
- 1.29%
$20.66 - $20.74 $14.1K - $14.1K
52.2K $1.08M
IR
Ingersoll Rand Inc.

Industrials
-85
- 0.86%
$74.98 - $89.02 $6.37K - $7.57K
9.84K $812K
MA
Mastercard Inc

Financial Services
-158
- 1.39%
$550.18 - $598.96 $86.9K - $94.6K
11.2K $6.35M
NUE
Nucor Corp

Basic Materials
-123
- 7.25%
$133.3 - $150.33 $16.4K - $18.5K
1.57K $213K
AMGN
Amgen Inc

Healthcare
-155
- 1.13%
$271.18 - $309.22 $42K - $47.9K
13.5K $3.82M
SCHW
Schwab Charles Corp

Financial Services
-272
- 5.02%
$91.03 - $98.69 $24.8K - $26.8K
5.15K $491K
PPL
Ppl Corp

Utilities
-673
- 9.31%
$33.54 - $37.24 $22.6K - $25.1K
6.56K $243K
ZBH
Zimmer Biomet Holdings, Inc.

Healthcare
-191
- 8.21%
$90.62 - $107.71 $17.3K - $20.6K
2.14K $210K
Linde PLC
-38
- 0.64%
N/A
5.91K $0
Activity Summary
Buys All Purchases 79 New Holdings 7 Increased Positions 72 Sells All Sells 104 Reductions 104 Sold out 0 Options Calls 0 Puts 0
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