River Wealth Advisors LLC
In its 13F for Q2 2024 (holdings as of June 30, 2024, filed August 13, 2024), River Wealth Advisors LLC reported 193 stock positions worth $697.2 million. Its top holding was iShares Russell 2000 ETF (IWM) at 6.3% of the portfolio, followed by Apple (AAPL, 5.3%) and Microsoft (MSFT, 4.7%). Compared with Q1 2024, it opened 1 new position, sold out of 16, added to 82 and reduced 92. The biggest buy was Apple (AAPL, shares +0%) and the biggest sale an exit from CVS Health (CVS).
- Most Recent 13F
- Q2 2026
- Location
- CAMP HILL, PA
- CIK
- 0001642570
- Portfolio Value
- $697.2M (Q2 2024)
- SEC Filing
- 0001642570-24-000007 ↗ filed Aug 13, 2024
Holdings Value
Holdings 193 stocks · $697.2M
| IWM iShares Russell 2000 ETF | 6.34% | 218,042 | $44.2M | Add +4.1% |
| AAPL Apple Inc. | 5.34% | 176,767 | $37.2M | Add +0.2% |
| MSFT Microsoft Corp. | 4.75% | 74,028 | $33.1M | Add +1.9% |
| IWR iShares Russell Mid-Cap ETF | 4.13% | 355,530 | $28.8M | Add +3.7% |
| NVDA Nvidia Corp. | 3.88% | 218,855 | $27.0M | No change |
| IVV iShares Core S&P 500 ETF | 3.74% | 47,649 | $26.1M | Add +3.5% |
| SLQD iShares 0-5 YR Inv GRD Corp. | 2.35% | 332,838 | $16.4M | Reduce -1.5% |
| GOOGL Alphabet Inc. Class A | 2.33% | 89,354 | $16.3M | Reduce -0.3% |
| VEU Vanguard Ftse All-World Ex-U | 2.33% | 277,413 | $16.3M | Reduce -11.2% |
| AMZN Amazon.com Inc. | 2.27% | 81,966 | $15.8M | Add +4.1% |
| CWB SS SPDR BB Conv Sec ETF | 2.21% | 213,518 | $15.4M | Add +0.4% |
| JPM JPMorgan Chase & Co. | 1.83% | 62,926 | $12.7M | Add +2.2% |
| V Visa Inc. Class A | 1.80% | 47,929 | $12.6M | Reduce -0.0% |
| ACN Accenture PLC Class A | 1.71% | 39,351 | $11.9M | Add +5.2% |
| LRCX Lam Research Corp. | 1.47% | 9,645 | $10.3M | Reduce -1.5% |
| ETN Eaton Corp. PLC | 1.33% | 29,587 | $9.3M | Add +2.6% |
| DHI D.R. Horton Inc. | 1.21% | 59,836 | $8.4M | Add +5.6% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 1.21% | 76,473 | $8.4M | Add +6.7% |
| PEP Pepsico Inc. | 1.18% | 49,924 | $8.2M | Add +3.6% |
| CSL Carlisle Cos Inc. | 1.15% | 19,734 | $8.0M | Reduce -3.2% |
| COR Cencora Inc. | 1.09% | 33,733 | $7.6M | Add +5.9% |
| ELV Elevance Health Inc. | 1.09% | 14,017 | $7.6M | Reduce -2.6% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 1.06% | 186,615 | $7.4M | Add +1.7% |
| SYK Stryker Corp. | 1.06% | 21,794 | $7.4M | Reduce -4.5% |
| IEMG iShares Core MSCI Emerging | 1.06% | 137,514 | $7.4M | Reduce -13.4% |
| AMD Advanced Micro Devices | 1.03% | 44,429 | $7.2M | Add +9.1% |
| LLY Eli Lilly & Co. | 0.98% | 7,580 | $6.9M | Add +35.9% |
| LOW Lowe's Cos Inc. | 0.94% | 29,858 | $6.6M | Reduce -4.9% |
| CB Chubb Ltd. | 0.84% | 23,055 | $5.9M | Add +3.6% |
| COST Costco Wholesale Corp. | 0.84% | 6,897 | $5.9M | Add +4.1% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.84% | 59,001 | $5.9M | Add +0.1% |
| TT Trane Technologies PLC | 0.83% | 17,667 | $5.8M | Reduce -3.0% |
| UNH Unitedhealth Group Inc. | 0.81% | 11,045 | $5.6M | Add +5.4% |
| VBK Van Morst SML-Cap Gro-Usd Inc. | 0.79% | 22,133 | $5.5M | Reduce -2.7% |
| CVX Chevron Corp. | 0.79% | 35,391 | $5.5M | Add +4.8% |
| APD Air Products & Chemicals Inc. | 0.76% | 20,556 | $5.3M | Reduce -2.3% |
| MA Mastercard Inc. Class A | 0.76% | 11,985 | $5.3M | Reduce -4.4% |
| ORCL Oracle Corp. | 0.73% | 36,192 | $5.1M | Reduce -0.7% |
| MRK Merck & Co. Inc. | 0.72% | 40,653 | $5.0M | Add +8.6% |
| TMUS T-Mobile US Inc. | 0.71% | 28,274 | $5.0M | Add +8.2% |
| STZ Constellation Brands Inc. Class A | 0.71% | 19,202 | $4.9M | Add +2.3% |
| GOOG Alphabet Inc. Class C | 0.67% | 25,582 | $4.7M | Reduce -9.4% |
| AMGN Amgen Inc. | 0.66% | 14,822 | $4.6M | Reduce -0.3% |
| TTEK Tetra Tech Inc. | 0.63% | 21,314 | $4.4M | Add +8.7% |
| NVO Novo-Nordisk A/S-Spons ADR | 0.61% | 29,623 | $4.2M | Add +87.0% |
| PHM Pultegroup Inc. | 0.59% | 37,254 | $4.1M | Reduce -2.7% |
| IJH iShares Core S&P Midcap ETF | 0.58% | 69,205 | $4.0M | Reduce -2.5% |
| CMCSA Comcast Corp. Class A | 0.58% | 103,307 | $4.0M | Add +6.8% |
| TEL Te Connectivity Ltd. | 0.56% | 26,154 | $3.9M | Reduce -4.9% |
| WM Waste Management Inc. | 0.56% | 18,429 | $3.9M | Add +7.0% |
| QQQ Invesco QQQ Trust Series 1 | 0.55% | 8,001 | $3.8M | Add +2.0% |
| COP Conocophillips | 0.53% | 32,283 | $3.7M | Add +0.1% |
| HD Home Depot Inc. | 0.52% | 10,615 | $3.7M | Add +3.3% |
| IJJ iShares S&P Mid-Cap 400 Valu | 0.51% | 31,398 | $3.6M | Reduce -3.5% |
| PSX Phillips 66 | 0.51% | 25,036 | $3.5M | Reduce -1.9% |
| TRGP Targa Resources Corp. | 0.49% | 26,734 | $3.4M | Add +12.6% |
| BLK BlackRock Finance Inc. | 0.48% | 4,290 | $3.4M | Add +9.2% |
| TMO Thermo Fisher Scientific Inc. | 0.48% | 6,064 | $3.4M | Reduce -20.4% |
| VXF Vanguard Extended Market ETF | 0.47% | 19,449 | $3.3M | Reduce -4.3% |
| DE Deere & Co. | 0.46% | 8,594 | $3.2M | Add +7.1% |
| XOM Exxon Mobil Corp. | 0.46% | 27,748 | $3.2M | Add +14.4% |
| LIN Linde PLC | 0.45% | 7,182 | $3.2M | Reduce -4.5% |
| MRSH Marsh & McLennan Cos | 0.43% | 14,094 | $3.0M | Reduce -4.1% |
| FCX Freeport-McMoran Inc. | 0.42% | 59,946 | $2.9M | Add +9.9% |
| ABBV Abbvie Inc. | 0.41% | 16,473 | $2.8M | Add +2.9% |
| ARW Arrow Electronics Inc. | 0.38% | 21,824 | $2.6M | Reduce -3.8% |
| SCHM Schwab US Mid Cap ETF | 0.37% | 32,979 | $2.6M | Reduce -0.6% |
| FITB Fifth Third Bancorp | 0.36% | 69,747 | $2.5M | Reduce -5.5% |
| QCOM Qualcomm Inc. | 0.36% | 12,575 | $2.5M | Reduce -1.6% |
| COF Capital One Financial Corp. | 0.36% | 17,915 | $2.5M | Reduce -5.9% |
| PG The Procter & Gamble Co. | 0.35% | 14,791 | $2.4M | Add +0.3% |
| DHR Danaher Corp. | 0.35% | 9,631 | $2.4M | Add +0.2% |
| PH Parker Hannifin Corp. | 0.34% | 4,712 | $2.4M | Reduce -2.8% |
| FDX FedEx Corp. | 0.34% | 7,816 | $2.3M | Reduce -3.6% |
| RTX RTX Corp. | 0.33% | 22,875 | $2.3M | Reduce -3.2% |
| SUM Summit Materials Inc. Class A | 0.31% | 59,665 | $2.2M | Add +8.3% |
| JNJ Johnson & Johnson | 0.31% | 14,591 | $2.1M | Reduce -8.9% |
| CAT Caterpillar Inc. | 0.31% | 6,401 | $2.1M | Add +2.8% |
| EEM iShares MSCI Emerging Market | 0.28% | 46,507 | $2.0M | Reduce -9.4% |
| META Meta Platforms Inc. Class A | 0.28% | 3,892 | $2.0M | Add +0.9% |
| PNC PNC Financial Services Group | 0.28% | 12,545 | $2.0M | Reduce -5.3% |
| HON Honeywell International Inc. | 0.27% | 8,802 | $1.9M | Reduce -9.1% |
| EFA iShares MSCI Eafe ETF | 0.26% | 23,339 | $1.8M | Reduce -10.1% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.26% | 3,322 | $1.8M | Add +9.5% |
| LMT Lockheed Martin Corp. | 0.26% | 3,825 | $1.8M | Reduce -8.9% |
| VOO Vanguard S&P 500 ETF | 0.26% | 3,569 | $1.8M | Add +0.1% |
| IWB iShares Russell 1000 ETF | 0.26% | 5,980 | $1.8M | No change |
| IJR iShares Core S&P Small-Cap E | 0.25% | 16,598 | $1.8M | Reduce -5.5% |
| GS Goldman Sachs Group Inc. | 0.24% | 3,701 | $1.7M | Reduce -5.9% |
| PLD Prologis Inc. | 0.23% | 14,428 | $1.6M | Reduce -19.6% |
| AEP American Electric Power | 0.22% | 17,420 | $1.5M | Reduce -9.9% |
| TFC Truist Financial Corp. | 0.22% | 39,328 | $1.5M | Reduce -19.3% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.21% | 3,516 | $1.4M | Reduce -10.0% |
| SPGI S&P Global Inc. | 0.20% | 3,198 | $1.4M | Add +0.2% |
| IJK iShares S&P Mid-Cap 400 Grow | 0.20% | 16,148 | $1.4M | Reduce -2.3% |
| CL Colgate-Palmolive Co. | 0.20% | 14,035 | $1.4M | Reduce -3.6% |
| XLK SS Technology Select Sector | 0.18% | 5,688 | $1.3M | Reduce -0.0% |
| NEE Nextera Energy Inc. | 0.18% | 18,000 | $1.3M | Reduce -9.5% |
| XLE SS Energy Select Sector | 0.17% | 13,366 | $1.2M | Reduce -0.4% |
| UL Unilever PLC | 0.17% | 22,052 | $1.2M | Reduce -7.6% |
Portfolio Sells Q1 2024 → Q2 2024
| CVS CVS Health Corp. | Sold out | 0.00% | −0.68 |
| VEU Vanguard Ftse All-World Ex-U | Reduce -11.2% | 2.33% | −0.33 |
| LOW Lowe's Cos Inc. | Reduce -4.9% | 0.94% | −0.22 |
| TMO Thermo Fisher Scientific Inc. | Reduce -20.4% | 0.48% | −0.16 |
| V Visa Inc. Class A | Reduce -0.0% | 1.80% | −0.14 |
| IEMG iShares Core MSCI Emerging | Reduce -13.4% | 1.06% | −0.14 |
| SYK Stryker Corp. | Reduce -4.5% | 1.06% | −0.12 |
| MA Mastercard Inc. Class A | Reduce -4.4% | 0.76% | −0.12 |
| PLD Prologis Inc. | Reduce -19.6% | 0.23% | −0.11 |
| PSX Phillips 66 | Reduce -1.9% | 0.51% | −0.10 |
| PHM Pultegroup Inc. | Reduce -2.7% | 0.59% | −0.08 |
| VBK Van Morst SML-Cap Gro-Usd Inc. | Reduce -2.7% | 0.79% | −0.07 |
| SLQD iShares 0-5 YR Inv GRD Corp. | Reduce -1.5% | 2.35% | −0.07 |
| JNJ Johnson & Johnson | Reduce -8.9% | 0.31% | −0.06 |
| TFC Truist Financial Corp. | Reduce -19.3% | 0.22% | −0.06 |
| COF Capital One Financial Corp. | Reduce -5.9% | 0.36% | −0.06 |
| PPL PPL Corp. | Sold out | 0.00% | −0.06 |
| LIN Linde PLC | Reduce -4.5% | 0.45% | −0.06 |
| TM Toyota Motor Corp. -Spon ADR | Reduce -6.2% | 0.17% | −0.05 |
| SBUX Starbucks Corp. | Sold out | 0.00% | −0.05 |
| GL Globe Life Inc. | Sold out | 0.00% | −0.05 |
| PH Parker Hannifin Corp. | Reduce -2.8% | 0.34% | −0.05 |
| DVY iShares Select Dividend ETF | Reduce -26.2% | 0.12% | −0.05 |
| ARW Arrow Electronics Inc. | Reduce -3.8% | 0.38% | −0.05 |
| IJJ iShares S&P Mid-Cap 400 Valu | Reduce -3.5% | 0.51% | −0.05 |
| VXF Vanguard Extended Market ETF | Reduce -4.3% | 0.47% | −0.05 |
| IJH iShares Core S&P Midcap ETF | Reduce -2.5% | 0.58% | −0.05 |
| SCZ iShares MSCI Eafe Small-Cap | Reduce -41.4% | 0.06% | −0.04 |
| CHRW C.H. Robinson Worldwide Inc. | Sold out | 0.00% | −0.04 |
| EFA iShares MSCI Eafe ETF | Reduce -10.1% | 0.26% | −0.04 |
| RMD Resmed Inc. | Sold out | 0.00% | −0.04 |
| BR Broadridge Financial Solutio | Sold out | 0.00% | −0.04 |
| FITB Fifth Third Bancorp | Reduce -5.5% | 0.36% | −0.03 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -10.0% | 0.21% | −0.03 |
| SCHF Schwab Intl Equity ETF | Sold out | 0.00% | −0.03 |
| CRL Charles River Laboratories | Sold out | 0.00% | −0.03 |
| HUN Huntsman Corp. | Sold out | 0.00% | −0.03 |
| LULU Lululemon Athletica Inc. | Sold out | 0.00% | −0.03 |
| LH Laboratory CRP of Amer Hldgs | Sold out | 0.00% | −0.03 |
| NVS Novartis AG-Sponsored ADR | Sold out | 0.00% | −0.03 |
| PNC PNC Financial Services Group | Reduce -5.3% | 0.28% | −0.03 |
| GPC Genuine Parts Co. | Sold out | 0.00% | −0.03 |
| MAS Masco Corp. | Reduce -8.8% | 0.10% | −0.03 |
| CHD Church & Dwight Co. Inc. | Sold out | 0.00% | −0.03 |
| VZ Verizon Communications Inc. | Sold out | 0.00% | −0.03 |
| DLR Digital Realty Trust Inc. | Reduce -35.2% | 0.06% | −0.03 |
| ALLE Allegion PLC | Reduce -2.3% | 0.16% | −0.03 |
| IJR iShares Core S&P Small-Cap E | Reduce -5.5% | 0.25% | −0.03 |
| XLRE SS Real Estate Select Sector | Reduce -29.2% | 0.06% | −0.03 |
| SCHM Schwab US Mid Cap ETF | Reduce -0.6% | 0.37% | −0.02 |
Portfolio Buys Q1 2024 → Q2 2024
| AAPL Apple Inc. | Add +0.2% | 5.34% | +0.94 |
| LLY Eli Lilly & Co. | Add +35.9% | 0.98% | +0.35 |
| NVO Novo-Nordisk A/S-Spons ADR | Add +87.0% | 0.61% | +0.31 |
| MSFT Microsoft Corp. | Add +1.9% | 4.75% | +0.30 |
| IVV iShares Core S&P 500 ETF | Add +3.5% | 3.74% | +0.22 |
| AMZN Amazon.com Inc. | Add +4.1% | 2.27% | +0.21 |
| TJX TJX Companies Inc. | Add +6.7% | 1.21% | +0.15 |
| COST Costco Wholesale Corp. | Add +4.1% | 0.84% | +0.14 |
| TRGP Targa Resources Corp. | Add +12.6% | 0.49% | +0.11 |
| MDLZ Mondelez International Inc. Class A | Add +189.9% | 0.16% | +0.10 |
| TTEK Tetra Tech Inc. | Add +8.7% | 0.63% | +0.10 |
| TMUS T-Mobile US Inc. | Add +8.2% | 0.71% | +0.09 |
| SO The Southern Co. | New | 0.07% | +0.07 |
| BAC Bank of America Corp. | Add +1.7% | 1.06% | +0.05 |
| UNH Unitedhealth Group Inc. | Add +5.4% | 0.81% | +0.05 |
| WMT Walmart Inc. | Add +106.5% | 0.09% | +0.05 |
| XOM Exxon Mobil Corp. | Add +14.4% | 0.46% | +0.05 |
| FCX Freeport-McMoran Inc. | Add +9.9% | 0.42% | +0.05 |
| QQQ Invesco QQQ Trust Series 1 | Add +2.0% | 0.55% | +0.04 |
| JPM JPMorgan Chase & Co. | Add +2.2% | 1.83% | +0.03 |
| WM Waste Management Inc. | Add +7.0% | 0.56% | +0.03 |
| SPY SS SPDR S&P 500 ETF Trust-US | Add +9.5% | 0.26% | +0.03 |
| SCHX Schwab US Large-Cap ETF | Add +56.6% | 0.06% | +0.02 |
| TSLA Tesla Inc. | Add +51.3% | 0.05% | +0.02 |
| ETN Eaton Corp. PLC | Add +2.6% | 1.33% | +0.02 |
| CVX Chevron Corp. | Add +4.8% | 0.79% | +0.02 |
| TXN Texas Instruments Inc. | Add +20.9% | 0.08% | +0.02 |
| MCK McKesson Corp. | Add +3.9% | 0.12% | +0.01 |
| AMAT Applied Materials Inc. | Add +6.4% | 0.07% | +0.01 |
| GD General Dynamics Corp. | Add +11.5% | 0.09% | +0.01 |
| DGRO iShares Core Dividend Growth | Add +17.3% | 0.08% | +0.01 |
| META Meta Platforms Inc. Class A | Add +0.9% | 0.28% | +0.01 |
| BLK BlackRock Finance Inc. | Add +9.2% | 0.48% | +0.01 |
| VYM Vanguard High DVD Yield ETF | Add +17.9% | 0.06% | +0.01 |
| IWF iShares Russell 1000 Growth | Add +8.0% | 0.06% | +0.01 |
| SPGI S&P Global Inc. | Add +0.2% | 0.20% | +0.01 |
| VOO Vanguard S&P 500 ETF | Add +0.1% | 0.26% | +0.01 |
| AMP Ameriprise Financial Inc. | Add +26.1% | 0.04% | +0.01 |
| SCHW Schwab (charles) Corp. | Add +12.7% | 0.05% | +0.01 |
| CRWD CrowdStrike Holdings Inc. Class A | Add +0.9% | 0.04% | +0.01 |
| CB Chubb Ltd. | Add +3.6% | 0.84% | +0.01 |
| VTI VG Morningstar TS MKT ETF-US | Add +4.3% | 0.10% | +0.01 |
| HPQ HP Inc. | Add +0.6% | 0.04% | +0.01 |
| KO The Coca-Cola Co. | Add +3.2% | 0.09% | +0.01 |
| KMB Kimberly-Clark Corp. | Add +0.0% | 0.08% | +0.00 |
| MPC Marathon Petroleum Corp. | Add +27.1% | 0.05% | +0.00 |
| MRK Merck & Co. Inc. | Add +8.6% | 0.72% | +0.00 |
| PG The Procter & Gamble Co. | Add +0.3% | 0.35% | +0.00 |
| MS Morgan Stanley | Add +3.7% | 0.03% | +0.00 |
| SCHA Schwab US Small-Cap ETF | Add +9.0% | 0.05% | +0.00 |
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 |