River Wealth Advisors LLC Reduced Holdings in Q2 2024

River Wealth Advisors LLC

  • $692 Million
  • Q2 2024
Stock Shares change Price Range Shares Held Trade History
VEU
Vanguard Ftse All World Ex Us

ETFs
-35K
- 11.21%
$56.22 - $60.47 $1.97M - $2.12M
277K $16.3M
LOW
Lowes Companies Inc

Consumer Cyclical
-1.53K
- 4.87%
$214.27 - $249.28 $327K - $381K
29.9K $6.58M
TMO
Thermo Fisher Scientific Inc.

Healthcare
-1.55K
- 20.4%
$541.52 - $599.02 $842K - $931K
6.06K $3.35M
IEMG
Ishares Inc

ETFs
-21.2K
- 13.38%
$50.02 - $54.95 $1.06M - $1.17M
138K $7.36M
V
Visa Inc.

Financial Services
-4
- 0.01%
$262.47 - $281.5 $1.05K - $1.13K
47.9K $12.6M
MA
Mastercard Inc

Financial Services
-557
- 4.44%
$441.1 - $479.43 $246K - $267K
12K $5.29M
SYK
Stryker Corp

Healthcare
-1.02K
- 4.45%
$324.3 - $354.67 $329K - $360K
21.8K $7.42M
PLD
Prologis, Inc.

Real Estate
-3.51K
- 19.58%
$101.88 - $127.92 $358K - $449K
14.4K $1.62M
PSX
Phillips 66

Energy
-472
- 1.85%
$135.85 - $172.71 $64.1K - $81.5K
25K $3.53M
PHM
Pultegroup Inc

Consumer Cyclical
-1.02K
- 2.66%
$105.43 - $122.07 $108K - $125K
37.3K $4.1M
VBK
Vanguard Small Cap Growth ETF

ETFs
-615
- 2.7%
$237.63 - $258.31 $146K - $159K
22.1K $5.54M
TFC
Truist Financial Corp

Financial Services
-9.42K
- 19.32%
$35.41 - $40.18 $333K - $378K
39.3K $1.53M
TM
Toyota Motor Corp

Consumer Cyclical
-375
- 6.22%
$193.58 - $246.99 $72.6K - $92.6K
5.65K $1.16M
COF
Capital One Financial Corp

Financial Services
-1.12K
- 5.88%
$133.7 - $148.87 $150K - $167K
17.9K $2.48M
DVY
Ishares Tr

ETFs
-2.51K
- 26.22%
$115.73 - $125.75 $290K - $316K
7.06K $854K
PH
Parker Hannifin Corp

Industrials
-134
- 2.77%
$502.63 - $566.67 $67.4K - $75.9K
4.71K $2.38M
ARW
Arrow Electronics Inc

Technology
-853
- 3.76%
$120.46 - $133.63 $103K - $114K
21.8K $2.64M
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
-4.41K
- 41.44%
$60.46 - $64.81 $267K - $286K
6.23K $383K
IJJ
Ishares S&P Midcap 400 Value E

ETFs
-1.15K
- 3.53%
$109.44 - $118.4 $126K - $136K
31.4K $3.56M
VXF
Vanguard Extended Market ETF

ETFs
-866
- 4.26%
$161.82 - $174.44 $140K - $151K
19.4K $3.28M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-1.75K
- 2.47%
$56.43 - $60.79 $98.8K - $106K
69.2K $4.05M
EFA
Ishares Tr Msci Eafe ETF

ETFs
-2.62K
- 10.1%
$76.09 - $82.16 $199K - $215K
23.3K $1.83M
SLQD
Ishares 0 5 Year Investment Gr

ETFs
-5.09K
- 1.51%
$48.75 - $49.28 $248K - $251K
333K $16.4M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-392
- 10.03%
$396.73 - $420.24 $156K - $165K
3.52K $1.43M
MAS
Masco Corp

Industrials
-1K
- 8.81%
$65.48 - $77.9 $65.5K - $77.9K
10.4K $690K
FITB
Fifth Third Bancorp

Financial Services
-4.05K
- 5.49%
$34.09 - $38.98 $138K - $158K
69.7K $2.55M
DLR
Digital Realty Trust, Inc.

Real Estate
-1.51K
- 35.22%
$135.75 - $152.05 $205K - $229K
2.77K $421K
PNC
Pnc Financial Services Group, Inc.

Financial Services
-705
- 5.32%
$146.54 - $161.4 $103K - $114K
12.5K $1.95M
ALLE
Allegion PLC

Industrials
-221
- 2.28%
$114.65 - $133.88 $25.3K - $29.6K
9.45K $1.12M
XLRE
Select Sector Spdr Tr Real Est

ETFs
-4.38K
- 29.24%
$35.73 - $39.2 $156K - $172K
10.6K $406K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-962
- 5.48%
$102.13 - $110.88 $98.2K - $107K
16.6K $1.77M
PPG
Ppg Industries Inc

Basic Materials
-445
- 8.92%
$124.9 - $143.38 $55.6K - $63.8K
4.54K $571K
BOTZ
Global X Fds

ETFs
-3.92K
- 23.51%
$28.65 - $31.95 $112K - $125K
12.8K $393K
AEP
American Electric Power CO Inc

Utilities
-1.92K
- 9.91%
$79.51 - $92.67 $152K - $178K
17.4K $1.53M
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
-212
- 0.64%
$75.69 - $81.19 $16K - $17.2K
33K $2.57M
ITW
Illinois Tool Works Inc

Industrials
-48
- 1.27%
$235.01 - $265.23 $11.3K - $12.7K
3.73K $883K
EEM
Ishares Msci Emerging Markets

ETFs
-4.82K
- 9.4%
$39.71 - $43.79 $192K - $211K
46.5K $1.98M
ZBH
Zimmer Biomet Holdings, Inc.

Healthcare
-330
- 8.82%
$106.25 - $130.01 $35.1K - $42.9K
3.41K $370K
LMT
Lockheed Martin Corp

Industrials
-373
- 8.89%
$447.57 - $471.51 $167K - $176K
3.83K $1.79M
NI
Nisource Inc.

Utilities
-5.36K
- 14.85%
$26.56 - $29.23 $142K - $157K
30.7K $884K
HON
Honeywell International Inc

Industrials
-883
- 9.12%
$190.36 - $215.89 $168K - $191K
8.8K $1.88M
AVY
Avery Dennison Corp

Industrials
-387
- 9.35%
$208.92 - $229.52 $80.9K - $88.8K
3.75K $820K
NUE
Nucor Corp

Basic Materials
-117
- 5.64%
$151.48 - $200.97 $17.7K - $23.5K
1.96K $309K
TOL
Toll Brothers, Inc.

Consumer Cyclical
-75
- 1.15%
$112.21 - $134.92 $8.42K - $10.1K
6.43K $740K
IJK
Ishares S&P Midcap 400 Growth

ETFs
-372
- 2.25%
$84.85 - $91.12 $31.6K - $33.9K
16.1K $1.42M
AMT
American Tower Corp

Real Estate
-407
- 24.37%
$171.0 - $200.41 $69.6K - $81.6K
1.26K $245K
D
Dominion Energy, Inc

Utilities
-1.61K
- 21.91%
$46.86 - $53.94 $75.4K - $86.8K
5.74K $281K
RY
Royal Bank Of Canada

Financial Services
-1.21K
- 13.0%
$96.4 - $109.27 $117K - $132K
8.09K $860K
DFS
Discover Financial Services

Financial Services
-525
- 11.71%
$119.57 - $130.81 $62.8K - $68.7K
3.96K $517K
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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