River Wealth Advisors LLC Sells in Q3 2025

River Wealth Advisors LLC

  • $821 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
Lam Research Corp
-166
- 0.29%
N/A
57.7K $0
Te Connectivity PLC
-335
- 1.68%
N/A
19.7K $0
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
-198
- 4.86%
$72.04 - $77.35 $14.3K - $15.3K
3.88K $297K
QCOM
Qualcomm Inc

Technology
-315
- 4.03%
$145.84 - $173.55 $45.9K - $54.7K
7.5K $1.25M
ITW
Illinois Tool Works Inc

Industrials
-129
- 4.12%
$252.31 - $269.41 $32.5K - $34.8K
3K $782K
PLD
Prologis, Inc.

Real Estate
-568
- 7.13%
$104.08 - $115.35 $59.1K - $65.5K
7.4K $847K
TFC
Truist Financial Corp

Financial Services
-1.2K
- 4.97%
$42.83 - $47.07 $51.6K - $56.7K
23K $1.05M
VEA
Vanguard Ftse Developed Market

ETFs
-388
- 3.14%
$56.02 - $60.3 $21.7K - $23.4K
12K $717K
XOM
Exxon Mobil Corp

Energy
-1.42K
- 4.06%
$105.83 - $117.22 $150K - $166K
33.5K $3.78M
IWS
Ishares Russell Midcap Value E

ETFs
-10
- 0.54%
$132.83 - $140.61 $1.33K - $1.41K
1.86K $259K
XLY
Select Sector Spdr Consumer Di

ETFs
-60
- 4.31%
$216.09 - $242.18 $13K - $14.5K
1.33K $318K
EFA
Ishares Tr Msci Eafe ETF

ETFs
-435
- 3.0%
$87.29 - $93.61 $38K - $40.7K
14.1K $1.31M
MCD
Mcdonalds Corp

Consumer Cyclical
-12
- 0.59%
$291.67 - $316.99 $3.5K - $3.8K
2.02K $613K
VO
Vanguard Mid Cap ETF

ETFs
-6
- 0.37%
$279.83 - $293.74 $1.68K - $1.76K
1.63K $477K
TM
Toyota Motor Corp

Consumer Cyclical
-140
- 5.32%
$167.86 - $202.79 $23.5K - $28.4K
2.49K $476K
XLE
Energy Sector Spdr

ETFs
-232
- 2.02%
$84.25 - $91.99 $19.5K - $21.3K
11.2K $1M
MAS
Masco Corp

Industrials
-80
- 1.09%
$64.44 - $76.07 $5.16K - $6.09K
7.24K $509K
MPC
Marathon Petroleum Corp

Energy
-86
- 4.14%
$158.59 - $198.69 $13.6K - $17.1K
1.99K $383K
MS
Morgan Stanley

Financial Services
-80
- 2.74%
$139.09 - $161.16 $11.1K - $12.9K
2.84K $450K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-111
- 1.96%
$108.46 - $120.63 $12K - $13.4K
5.56K $660K
MCK
Mckesson Corp

Healthcare
-11
- 0.8%
$659.01 - $772.54 $7.25K - $8.5K
1.37K $1.06M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-124
- 1.04%
$49.43 - $54.52 $6.13K - $6.76K
11.8K $639K
VB
Vanguard Small Cap ETF

ETFs
-36
- 0.9%
$237.58 - $259.17 $8.55K - $9.33K
3.98K $1.01M
VTI
Vanguard Total Stock Market Et

ETFs
-3
- 0.1%
$303.93 - $329.86 $912 - $990
3K $983K
TOL
Toll Brothers, Inc.

Consumer Cyclical
-380
- 6.52%
$113.78 - $148.0 $43.2K - $56.2K
5.45K $752K
RY
Royal Bank Of Canada

Financial Services
-100
- 1.52%
$128.46 - $148.6 $12.8K - $14.9K
6.49K $956K
EEM
Ishares Msci Emerging Markets

ETFs
-1.18K
- 3.34%
$48.07 - $53.4 $56.8K - $63.1K
34.2K $1.83M
XLK
Technology Sector Spdr

ETFs
-67
- 1.34%
$250.97 - $282.66 $16.8K - $18.9K
4.92K $1.39M
FITB
Fifth Third Bancorp

Financial Services
-1.26K
- 2.33%
$40.91 - $46.28 $51.7K - $58.5K
52.9K $2.36M
VXF
Vanguard Extended Market ETF

ETFs
-737
- 4.25%
$193.58 - $213.07 $143K - $157K
16.6K $3.47M
VBK
Vanguard Small Cap Growth ETF

ETFs
-87
- 1.08%
$276.51 - $305.12 $24.1K - $26.5K
7.93K $2.36M
NSC
Norfolk Southern Corp

Industrials
-5
- 0.16%
$259.49 - $300.41 $1.3K - $1.5K
3.2K $961K
PSX
Phillips 66

Energy
-883
- 5.57%
$118.37 - $139.46 $105K - $123K
15K $2.04M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-877
- 1.31%
$62.09 - $66.51 $54.5K - $58.3K
66K $4.31M
IJJ
Ishares S&P Midcap 400 Value E

ETFs
-101
- 0.34%
$122.57 - $132.57 $12.4K - $13.4K
29.4K $3.81M
TMO
Thermo Fisher Scientific Inc.

Healthcare
-263
- 6.26%
$404.94 - $499.99 $106K - $131K
3.94K $1.91M
ALLE
Allegion PLC

Industrials
-18
- 0.26%
$145.55 - $179.33 $2.62K - $3.23K
6.87K $1.22M
CVX
Chevron Corp

Energy
-1.31K
- 3.66%
$145.57 - $161.83 $191K - $212K
34.5K $5.36M
PH
Parker Hannifin Corp

Industrials
-16
- 0.38%
$697.13 - $769.67 $11.2K - $12.3K
4.19K $3.17M
LOW
Lowes Companies Inc

Consumer Cyclical
-587
- 4.42%
$215.01 - $273.02 $126K - $160K
12.7K $3.19M
GS
Goldman Sachs Group Inc

Financial Services
-47
- 1.42%
$696.56 - $806.32 $32.7K - $37.9K
3.26K $2.6M
HD
Home Depot, Inc.

Consumer Cyclical
-54
- 0.72%
$357.4 - $423.42 $19.3K - $22.9K
7.4K $3M
DHI
Horton D R Inc

Consumer Cyclical
-565
- 5.67%
$129.82 - $184.04 $73.3K - $104K
9.39K $1.59M
JNJ
Johnson & Johnson

Healthcare
-21
- 0.17%
$155.17 - $185.42 $3.26K - $3.89K
12.3K $2.28M
RTX
Raytheon Technologies Corp

Industrials
-18
- 0.09%
$144.19 - $167.33 $2.6K - $3.01K
21K $3.51M
PHM
Pultegroup Inc

Consumer Cyclical
-2.31K
- 7.53%
$108.0 - $141.42 $249K - $326K
28.3K $3.74M
ABBV
Abb Vie Inc.

Healthcare
-143
- 0.94%
$184.85 - $231.54 $26.4K - $33.1K
15.1K $3.5M
TJX
Tjx Companies Inc

Consumer Cyclical
-1.32K
- 1.93%
$121.35 - $144.54 $160K - $190K
66.8K $9.65M
GOOG
Alphabet Inc.

Communication Services
-257
- 1.21%
$175.16 - $255.24 $45K - $65.6K
21K $5.12M
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
Track This Portfolio

Track River Wealth Advisors LLC Portfolio

Follow River Wealth Advisors LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of River Wealth Advisors LLC, based on Form 13F filings with the SEC.

News

Stay updated on River Wealth Advisors LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email