River Wealth Advisors LLC
In its 13F for Q1 2024 (holdings as of March 31, 2024, filed May 14, 2024), River Wealth Advisors LLC reported 208 stock positions worth $687.9 million. Its top holding was iShares Russell 2000 ETF (IWM) at 6.4% of the portfolio, followed by Microsoft (MSFT, 4.4%) and Apple (AAPL, 4.4%). Compared with Q4 2023, it opened 15 new positions, sold out of 14, added to 72 and reduced 112. The biggest buy was Nvidia (NVDA, shares +6%) and the biggest sale Vanguard Ftse All-World Ex-U (VEU, shares −11%).
- Most Recent 13F
- Q2 2026
- Location
- CAMP HILL, PA
- CIK
- 0001642570
- Portfolio Value
- $687.9M (Q1 2024)
- SEC Filing
- 0001642570-24-000005 ↗ filed May 14, 2024
Holdings Value
Holdings 208 stocks · $687.9M
| IWM iShares Russell 2000 ETF | 6.40% | 209,454 | $44.0M | Add +6.1% |
| MSFT Microsoft Corp. | 4.44% | 72,662 | $30.6M | Add +2.4% |
| AAPL Apple Inc. | 4.40% | 176,429 | $30.3M | Add +0.6% |
| IWR iShares Russell Mid-Cap ETF | 4.19% | 342,713 | $28.8M | Add +5.3% |
| IVV iShares Core S&P 500 ETF | 3.52% | 46,047 | $24.2M | Reduce -10.0% |
| NVDA Nvidia Corp. | 2.87% | 21,881 | $19.8M | Add +6.3% |
| VEU Vanguard Ftse All-World Ex-U | 2.66% | 312,451 | $18.3M | Reduce -11.3% |
| SLQD iShares 0-5 YR Inv GRD Corp. | 2.42% | 337,924 | $16.6M | Reduce -3.4% |
| CWB SS SPDR BB Conv Sec ETF | 2.26% | 212,630 | $15.5M | Add +2.4% |
| AMZN Amazon.com Inc. | 2.07% | 78,762 | $14.2M | Add +3.8% |
| GOOGL Alphabet Inc. Class A | 1.97% | 89,629 | $13.5M | Add +2.4% |
| V Visa Inc. Class A | 1.94% | 47,933 | $13.4M | Reduce -0.6% |
| ACN Accenture PLC Class A | 1.88% | 37,401 | $13.0M | Add +3.9% |
| JPM JPMorgan Chase & Co. | 1.79% | 61,573 | $12.3M | Add +3.6% |
| LRCX Lam Research Corp. | 1.38% | 9,789 | $9.5M | Add +4.9% |
| DHI D.R. Horton Inc. | 1.36% | 56,668 | $9.3M | Add +1.9% |
| ETN Eaton Corp. PLC | 1.31% | 28,828 | $9.0M | Add +1.9% |
| PEP Pepsico Inc. | 1.23% | 48,173 | $8.4M | Add +3.9% |
| IEMG iShares Core MSCI Emerging | 1.19% | 158,760 | $8.2M | Reduce -7.9% |
| SYK Stryker Corp. | 1.19% | 22,810 | $8.2M | Reduce -5.8% |
| LOW Lowe's Cos Inc. | 1.16% | 31,386 | $8.0M | Add +0.3% |
| CSL Carlisle Cos Inc. | 1.16% | 20,388 | $8.0M | Reduce -1.1% |
| COR Cencora Inc. | 1.13% | 31,867 | $7.7M | Add +5.5% |
| ELV Elevance Health Inc. | 1.08% | 14,389 | $7.5M | Reduce -2.1% |
| AMD Advanced Micro Devices | 1.07% | 40,733 | $7.4M | Add +16.2% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 1.06% | 71,700 | $7.3M | Add +10.3% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 1.05% | 58,963 | $7.2M | Add +4.2% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 1.01% | 183,440 | $7.0M | Add +2.0% |
| MA Mastercard Inc. Class A | 0.88% | 12,542 | $6.0M | Reduce -6.8% |
| VBK Van Morst SML-Cap Gro-Usd Inc. | 0.86% | 22,748 | $5.9M | Add +0.5% |
| CB Chubb Ltd. | 0.84% | 22,244 | $5.8M | Add +9.4% |
| TT Trane Technologies PLC | 0.80% | 18,221 | $5.5M | Reduce -2.2% |
| CVX Chevron Corp. | 0.77% | 33,755 | $5.3M | Add +5.4% |
| UNH Unitedhealth Group Inc. | 0.75% | 10,478 | $5.2M | Add +2.9% |
| STZ Constellation Brands Inc. Class A | 0.74% | 18,768 | $5.1M | Add +3.7% |
| APD Air Products & Chemicals Inc. | 0.74% | 21,044 | $5.1M | Reduce -0.4% |
| MRK Merck & Co. Inc. | 0.72% | 37,448 | $4.9M | Add +8.8% |
| COST Costco Wholesale Corp. | 0.71% | 6,625 | $4.9M | Add +23.5% |
| CVS CVS Health Corp. | 0.68% | 58,931 | $4.7M | Add +7.2% |
| PHM Pultegroup Inc. | 0.67% | 38,274 | $4.6M | Reduce -3.7% |
| ORCL Oracle Corp. | 0.67% | 36,434 | $4.6M | Add +9.4% |
| TMO Thermo Fisher Scientific Inc. | 0.64% | 7,618 | $4.4M | Reduce -21.5% |
| LLY Eli Lilly & Co. | 0.63% | 5,577 | $4.3M | Add +224.6% |
| IJH iShares Core S&P Midcap ETF | 0.63% | 70,955 | $4.3M | Reduce -5.6% |
| GOOG Alphabet Inc. Class C | 0.63% | 28,248 | $4.3M | Reduce -3.4% |
| TMUS T-Mobile US Inc. | 0.62% | 26,135 | $4.3M | Add +16.9% |
| AMGN Amgen Inc. | 0.61% | 14,870 | $4.2M | Reduce -3.0% |
| CMCSA Comcast Corp. Class A | 0.61% | 96,758 | $4.2M | Add +8.2% |
| PSX Phillips 66 | 0.61% | 25,508 | $4.2M | Add +1.5% |
| COP Conocophillips | 0.60% | 32,262 | $4.1M | Reduce -0.2% |
| TEL Te Connectivity Ltd. | 0.58% | 27,508 | $4.0M | Reduce -10.1% |
| HD Home Depot Inc. | 0.57% | 10,277 | $3.9M | Add +6.8% |
| IJJ iShares S&P Mid-Cap 400 Valu | 0.56% | 32,546 | $3.8M | Reduce -2.7% |
| WM Waste Management Inc. | 0.53% | 17,216 | $3.7M | Add +14.4% |
| TTEK Tetra Tech Inc. | 0.53% | 19,601 | $3.6M | Add +19.6% |
| VXF Vanguard Extended Market ETF | 0.52% | 20,315 | $3.6M | Reduce -3.4% |
| LIN Linde PLC | 0.51% | 7,517 | $3.5M | Reduce -3.0% |
| QQQ Invesco QQQ Trust Series 1 | 0.51% | 7,841 | $3.5M | Reduce -0.7% |
| DE Deere & Co. | 0.48% | 8,023 | $3.3M | Add +13.9% |
| BLK BlackRock Finance Inc. | 0.48% | 3,927 | $3.3M | Add +14.1% |
| MRSH Marsh & McLennan Cos | 0.44% | 14,694 | $3.0M | Reduce -2.9% |
| ARW Arrow Electronics Inc. | 0.43% | 22,677 | $2.9M | Reduce -8.3% |
| ABBV Abbvie Inc. | 0.42% | 16,008 | $2.9M | Reduce -4.3% |
| COF Capital One Financial Corp. | 0.41% | 19,034 | $2.8M | Reduce -7.9% |
| XOM Exxon Mobil Corp. | 0.41% | 24,256 | $2.8M | Add +19.4% |
| FITB Fifth Third Bancorp | 0.40% | 73,799 | $2.7M | Reduce -11.7% |
| SCHM Schwab US Mid Cap ETF | 0.39% | 33,191 | $2.7M | Reduce -0.8% |
| PH Parker Hannifin Corp. | 0.39% | 4,846 | $2.7M | Reduce -1.1% |
| TRGP Targa Resources Corp. | 0.39% | 23,753 | $2.7M | Add +26.7% |
| FCX Freeport-McMoran Inc. | 0.37% | 54,531 | $2.6M | Add +17.0% |
| JNJ Johnson & Johnson | 0.37% | 16,024 | $2.5M | Reduce -7.6% |
| SUM Summit Materials Inc. Class A | 0.36% | 55,120 | $2.5M | Add +15.5% |
| DHR Danaher Corp. | 0.35% | 9,612 | $2.4M | Reduce -9.8% |
| PG The Procter & Gamble Co. | 0.35% | 14,747 | $2.4M | Add +7.9% |
| FDX FedEx Corp. | 0.34% | 8,112 | $2.4M | Reduce -2.8% |
| PLD Prologis Inc. | 0.34% | 17,940 | $2.3M | Reduce -21.1% |
| RTX RTX Corp. | 0.33% | 23,624 | $2.3M | Add +0.3% |
| CAT Caterpillar Inc. | 0.33% | 6,228 | $2.3M | Add +8.2% |
| QCOM Qualcomm Inc. | 0.31% | 12,781 | $2.2M | Reduce -3.1% |
| PNC PNC Financial Services Group | 0.31% | 13,250 | $2.1M | Reduce -6.6% |
| EEM iShares MSCI Emerging Market | 0.31% | 51,330 | $2.1M | Reduce -24.4% |
| EFA iShares MSCI Eafe ETF | 0.30% | 25,960 | $2.1M | Reduce -22.8% |
| NVO Novo-Nordisk A/S-Spons ADR | 0.30% | 15,837 | $2.0M | New |
| HON Honeywell International Inc. | 0.29% | 9,685 | $2.0M | Reduce -2.0% |
| IJR iShares Core S&P Small-Cap E | 0.28% | 17,560 | $1.9M | Reduce -5.1% |
| LMT Lockheed Martin Corp. | 0.28% | 4,198 | $1.9M | Reduce -3.1% |
| TFC Truist Financial Corp. | 0.28% | 48,743 | $1.9M | Reduce -13.7% |
| META Meta Platforms Inc. Class A | 0.27% | 3,857 | $1.9M | Reduce -5.5% |
| IWB iShares Russell 1000 ETF | 0.25% | 5,980 | $1.7M | Reduce -2.1% |
| VOO Vanguard S&P 500 ETF | 0.25% | 3,565 | $1.7M | Reduce -3.5% |
| AEP American Electric Power | 0.24% | 19,336 | $1.7M | Reduce -19.4% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.24% | 3,908 | $1.6M | Reduce -7.7% |
| GS Goldman Sachs Group Inc. | 0.24% | 3,934 | $1.6M | Reduce -3.6% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.23% | 3,035 | $1.6M | Reduce -1.4% |
| TM Toyota Motor Corp. -Spon ADR | 0.22% | 6,029 | $1.5M | Reduce -0.3% |
| IJK iShares S&P Mid-Cap 400 Grow | 0.22% | 16,520 | $1.5M | Reduce -1.6% |
| SPGI S&P Global Inc. | 0.20% | 3,193 | $1.4M | Reduce -0.9% |
| CL Colgate-Palmolive Co. | 0.19% | 14,553 | $1.3M | Add +0.4% |
| ALLE Allegion PLC | 0.19% | 9,673 | $1.3M | Reduce -7.4% |
| NEE Nextera Energy Inc. | 0.18% | 19,898 | $1.3M | Reduce -18.3% |
Portfolio Sells Q4 2023 → Q1 2024
| VEU Vanguard Ftse All-World Ex-U | Reduce -11.3% | 2.66% | −0.49 |
| IVV iShares Core S&P 500 ETF | Reduce -10.0% | 3.52% | −0.38 |
| SLQD iShares 0-5 YR Inv GRD Corp. | Reduce -3.4% | 2.42% | −0.33 |
| USB US Bancorp | Sold out | 0.00% | −0.22 |
| VONG Vanguard Russell 1000 Growth | Sold out | 0.00% | −0.21 |
| IEMG iShares Core MSCI Emerging | Reduce -7.9% | 1.19% | −0.20 |
| APD Air Products & Chemicals Inc. | Reduce -0.4% | 0.74% | −0.18 |
| TMO Thermo Fisher Scientific Inc. | Reduce -21.5% | 0.64% | −0.18 |
| PLD Prologis Inc. | Reduce -21.1% | 0.34% | −0.14 |
| EEM iShares MSCI Emerging Market | Reduce -24.4% | 0.31% | −0.13 |
| BIL SS SPDR BB 1-3M T-Bill ETF | Sold out | 0.00% | −0.11 |
| TEL Te Connectivity Ltd. | Reduce -10.1% | 0.58% | −0.11 |
| EFA iShares MSCI Eafe ETF | Reduce -22.8% | 0.30% | −0.10 |
| AMGN Amgen Inc. | Reduce -3.0% | 0.61% | −0.09 |
| HUN Huntsman Corp. | Reduce -71.3% | 0.03% | −0.09 |
| ZBH Zimmer Biomet Holdings Inc. | Reduce -50.8% | 0.07% | −0.08 |
| AEP American Electric Power | Reduce -19.4% | 0.24% | −0.07 |
| JNJ Johnson & Johnson | Reduce -7.6% | 0.37% | −0.07 |
| FITB Fifth Third Bancorp | Reduce -11.7% | 0.40% | −0.06 |
| V Visa Inc. Class A | Reduce -0.6% | 1.94% | −0.06 |
| NI Nisource Inc. | Reduce -25.1% | 0.14% | −0.06 |
| TFC Truist Financial Corp. | Reduce -13.7% | 0.28% | −0.06 |
| ARW Arrow Electronics Inc. | Reduce -8.3% | 0.43% | −0.06 |
| NEE Nextera Energy Inc. | Reduce -18.3% | 0.18% | −0.05 |
| IJJ iShares S&P Mid-Cap 400 Valu | Reduce -2.7% | 0.56% | −0.05 |
| DHR Danaher Corp. | Reduce -9.8% | 0.35% | −0.04 |
| XLRE SS Real Estate Select Sector | Reduce -26.5% | 0.09% | −0.04 |
| PPL PPL Corp. | Reduce -39.1% | 0.06% | −0.04 |
| AMT American Tower Corp. | Reduce -36.8% | 0.05% | −0.04 |
| VIG Vanguard Dividend Apprec ETF | Sold out | 0.00% | −0.04 |
| HON Honeywell International Inc. | Reduce -2.0% | 0.29% | −0.04 |
| PNC PNC Financial Services Group | Reduce -6.6% | 0.31% | −0.04 |
| IJH iShares Core S&P Midcap ETF | Reduce -5.6% | 0.63% | −0.04 |
| MA Mastercard Inc. Class A | Reduce -6.8% | 0.88% | −0.04 |
| IJR iShares Core S&P Small-Cap E | Reduce -5.1% | 0.28% | −0.04 |
| VLTO Veralto Corp. | Sold out | 0.00% | −0.04 |
| FDS Factset Research Systems Inc. | Sold out | 0.00% | −0.04 |
| DUK Duke Energy Corp. | Sold out | 0.00% | −0.04 |
| LMT Lockheed Martin Corp. | Reduce -3.1% | 0.28% | −0.04 |
| VXF Vanguard Extended Market ETF | Reduce -3.4% | 0.52% | −0.03 |
| ADBE Adobe Inc. | Sold out | 0.00% | −0.03 |
| BND Vanguard Total Bond Market | Sold out | 0.00% | −0.03 |
| TLT iShares 20+ Year Treasury BD | Sold out | 0.00% | −0.03 |
| GOOG Alphabet Inc. Class C | Reduce -3.4% | 0.63% | −0.03 |
| RY Royal Bank of Canada | Reduce -11.2% | 0.14% | −0.03 |
| MDT Medtronic PLC | Sold out | 0.00% | −0.03 |
| DLR Digital Realty Trust Inc. | Reduce -24.0% | 0.09% | −0.03 |
| MCD McDonald's Corp. | Reduce -2.4% | 0.17% | −0.03 |
| SPGI S&P Global Inc. | Reduce -0.9% | 0.20% | −0.03 |
| NSC Norfolk Southern Corp. | Reduce -16.0% | 0.12% | −0.03 |
Portfolio Buys Q4 2023 → Q1 2024
| NVDA Nvidia Corp. | Add +6.3% | 2.87% | +1.25 |
| LLY Eli Lilly & Co. | Add +224.6% | 0.63% | +0.47 |
| NVO Novo-Nordisk A/S-Spons ADR | New | 0.30% | +0.30 |
| AMD Advanced Micro Devices | Add +16.2% | 1.07% | +0.24 |
| DIS The Walt Disney Co. | Add +4.2% | 1.05% | +0.23 |
| AMZN Amazon.com Inc. | Add +3.8% | 2.07% | +0.22 |
| ETN Eaton Corp. PLC | Add +1.9% | 1.31% | +0.22 |
| LRCX Lam Research Corp. | Add +4.9% | 1.38% | +0.22 |
| MSFT Microsoft Corp. | Add +2.4% | 4.44% | +0.18 |
| JPM JPMorgan Chase & Co. | Add +3.6% | 1.79% | +0.18 |
| IWR iShares Russell Mid-Cap ETF | Add +5.3% | 4.19% | +0.15 |
| COST Costco Wholesale Corp. | Add +23.5% | 0.71% | +0.14 |
| COR Cencora Inc. | Add +5.5% | 1.13% | +0.13 |
| TRGP Targa Resources Corp. | Add +26.7% | 0.39% | +0.13 |
| MRK Merck & Co. Inc. | Add +8.8% | 0.72% | +0.12 |
| ORCL Oracle Corp. | Add +9.4% | 0.67% | +0.10 |
| CB Chubb Ltd. | Add +9.4% | 0.84% | +0.10 |
| WM Waste Management Inc. | Add +14.4% | 0.53% | +0.10 |
| TTEK Tetra Tech Inc. | Add +19.6% | 0.53% | +0.09 |
| XOM Exxon Mobil Corp. | Add +19.4% | 0.41% | +0.09 |
| TJX TJX Companies Inc. | Add +10.3% | 1.06% | +0.08 |
| IWM iShares Russell 2000 ETF | Add +6.1% | 6.40% | +0.08 |
| PSX Phillips 66 | Add +1.5% | 0.61% | +0.07 |
| HSY The Hershey Co. | Add +121.7% | 0.13% | +0.07 |
| SUM Summit Materials Inc. Class A | Add +15.5% | 0.36% | +0.06 |
| MDLZ Mondelez International Inc. Class A | New | 0.06% | +0.06 |
| CAT Caterpillar Inc. | Add +8.2% | 0.33% | +0.06 |
| FCX Freeport-McMoran Inc. | Add +17.0% | 0.37% | +0.06 |
| AMAT Applied Materials Inc. | New | 0.05% | +0.05 |
| LOW Lowe's Cos Inc. | Add +0.3% | 1.16% | +0.05 |
| MPC Marathon Petroleum Corp. | New | 0.05% | +0.05 |
| TMUS T-Mobile US Inc. | Add +16.9% | 0.62% | +0.05 |
| BAC Bank of America Corp. | Add +2.0% | 1.01% | +0.04 |
| STZ Constellation Brands Inc. Class A | Add +3.7% | 0.74% | +0.04 |
| CI The Cigna Group | New | 0.04% | +0.04 |
| HD Home Depot Inc. | Add +6.8% | 0.57% | +0.04 |
| HPQ HP Inc. | New | 0.03% | +0.03 |
| CMI Cummins Inc. | New | 0.03% | +0.03 |
| FIDU Fidelity MSCI Indust Indx | New | 0.03% | +0.03 |
| CRWD CrowdStrike Holdings Inc. Class A | New | 0.03% | +0.03 |
| SCHB Schwab US Broad Market ETF | New | 0.03% | +0.03 |
| EMR Emerson Electric Co. | New | 0.03% | +0.03 |
| CHD Church & Dwight Co. Inc. | New | 0.03% | +0.03 |
| IWS iShares Russell Mid-Cap Valu | New | 0.03% | +0.03 |
| BLK BlackRock Finance Inc. | Add +14.1% | 0.48% | +0.03 |
| VZ Verizon Communications Inc. | New | 0.03% | +0.03 |
| DE Deere & Co. | Add +13.9% | 0.48% | +0.03 |
| PG The Procter & Gamble Co. | Add +7.9% | 0.35% | +0.03 |
| ABT Abbott Laboratories | Add +58.3% | 0.08% | +0.03 |
| BMY Bristol-Myers Squibb Co. | Add +77.2% | 0.06% | +0.03 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026Amended | 217 | $955.7M | AAPL, IWR, NVDA, GOOGL, IVV |
| Q1 2026 | 205 | $870.8M | AAPL, IWR, NVDA, MSFT, IVV |
| Q4 2025 | 208 | $891.7M | AAPL, IWR, NVDA, MSFT, IVV |
| Q3 2025 | 203 | $855.3M | AAPL, MSFT, NVDA, IWR, IVV |
| Q2 2025 | 202 | $804.5M | MSFT, AAPL, IWR, NVDA, IVV |
| Q1 2025 | 197 | $719.5M | IWM, AAPL, IWR, MSFT, IVV |
| Q4 2024 | 206 | $754.4M | IWM, AAPL, IWR, MSFT, IVV |
| Q3 2024 | 208 | $750.2M | IWM, AAPL, MSFT, IWR, IVV |
| Q2 2024 | 193 | $697.2M | IWM, AAPL, MSFT, IWR, NVDA |
| Q1 2024 | 208 | $687.9M | IWM, MSFT, AAPL, IWR, IVV |