River Wealth Advisors LLC
In its 13F for Q4 2024 (holdings as of December 31, 2024, filed February 13, 2025), River Wealth Advisors LLC reported 206 stock positions worth $754.4 million. Its top holding was iShares Russell 2000 ETF (IWM) at 6.9% of the portfolio, followed by Apple (AAPL, 5.9%) and iShares Russell Mid-Cap ETF (IWR, 4.5%). Compared with Q3 2024, it opened 14 new positions, sold out of 16, added to 58 and reduced 126. The biggest buy was Salesforce (CRM, shares +200%) and the biggest sale iShares 0-5 YR Inv GRD (SLQD, shares −51%).
- Most Recent 13F
- Q2 2026
- Location
- CAMP HILL, PA
- CIK
- 0001642570
- Portfolio Value
- $754.4M (Q4 2024)
- SEC Filing
- 0001642570-25-000004 ↗ filed Feb 13, 2025
Holdings Value
Holdings 206 stocks · $754.4M
| IWM iShares Russell 2000 ETF | 6.88% | 234,994 | $51.9M | Add +4.9% |
| AAPL Apple Inc. | 5.86% | 176,446 | $44.2M | Reduce -0.4% |
| IWR iShares Russell Mid-Cap ETF | 4.49% | 383,503 | $33.9M | Add +5.1% |
| MSFT Microsoft Corp. | 4.37% | 78,178 | $33.0M | Add +3.1% |
| IVV iShares Core S&P 500 ETF | 3.83% | 49,125 | $28.9M | Add +0.3% |
| NVDA Nvidia Corp. | 3.72% | 208,779 | $28.0M | Reduce -3.4% |
| GOOGL Alphabet Inc. Class A | 2.60% | 103,442 | $19.6M | Add +10.1% |
| ACN Accenture PLC Class A | 2.30% | 49,430 | $17.4M | Add +19.3% |
| CWB SS SPDR BB Conv Sec ETF | 2.30% | 222,448 | $17.3M | Add +2.8% |
| AMZN Amazon.com Inc. | 2.20% | 75,516 | $16.6M | Add +0.2% |
| V Visa Inc. Class A | 2.10% | 50,167 | $15.9M | Add +3.2% |
| JPM JPMorgan Chase & Co. | 2.09% | 65,790 | $15.8M | Add +2.8% |
| VEU Vanguard Ftse All-World Ex-U | 1.98% | 260,025 | $14.9M | Reduce -4.3% |
| CRM Salesforce Inc. | 1.63% | 36,701 | $12.3M | Add +200.1% |
| TMUS T-Mobile US Inc. | 1.57% | 53,639 | $11.8M | Add +48.4% |
| ETN Eaton Corp. PLC | 1.35% | 30,710 | $10.2M | Add +3.0% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 1.21% | 208,086 | $9.1M | Add +9.0% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 1.15% | 72,100 | $8.7M | Reduce -7.4% |
| CMG Chipotle Mexican Grill Inc. | 1.14% | 142,556 | $8.6M | Add +18.0% |
| COR Cencora Inc. | 1.11% | 37,227 | $8.4M | Add +8.0% |
| DHI D.R. Horton Inc. | 1.06% | 57,348 | $8.0M | Add +0.8% |
| PEP Pepsico Inc. | 1.05% | 52,329 | $8.0M | Add +2.9% |
| CB Chubb Ltd. | 1.05% | 28,548 | $7.9M | Add +15.8% |
| SLQD iShares 0-5 YR Inv GRD Corp. | 1.04% | 158,227 | $7.9M | Reduce -50.6% |
| SYK Stryker Corp. | 0.99% | 20,797 | $7.5M | Reduce -2.1% |
| LLY Eli Lilly & Co. | 0.98% | 9,563 | $7.4M | Add +15.3% |
| IEMG iShares Core MSCI Emerging | 0.96% | 138,665 | $7.2M | Add +0.2% |
| CSL Carlisle Cos Inc. | 0.92% | 18,906 | $7.0M | Reduce -2.2% |
| COST Costco Wholesale Corp. | 0.89% | 7,348 | $6.7M | Add +1.6% |
| TTWO Take-Two Interactive Softwre | 0.89% | 36,526 | $6.7M | Add +155.3% |
| UNH Unitedhealth Group Inc. | 0.84% | 12,578 | $6.4M | Add +9.6% |
| MA Mastercard Inc. Class A | 0.81% | 11,601 | $6.1M | Reduce -0.9% |
| VBK Van Morst SML-Cap Gro-Usd Inc. | 0.79% | 21,366 | $6.0M | Reduce -3.1% |
| TT Trane Technologies PLC | 0.79% | 16,105 | $5.9M | Reduce -4.7% |
| ORCL Oracle Corp. | 0.78% | 35,255 | $5.9M | Reduce -2.6% |
| BLK BlackRock Inc. | 0.77% | 5,659 | $5.8M | Add +19.2% |
| CVX Chevron Corp. | 0.71% | 36,976 | $5.4M | Add +2.7% |
| TRGP Targa Resources Corp. | 0.70% | 29,410 | $5.2M | Add +0.1% |
| APD Air Products & Chemicals Inc. | 0.66% | 17,257 | $5.0M | Reduce -6.8% |
| TTEK Tetra Tech Inc. | 0.65% | 123,919 | $4.9M | Add +9.6% |
| ELV Elevance Health Inc. | 0.64% | 13,138 | $4.8M | Reduce -5.7% |
| LRCX Lam Research Corp. | 0.62% | 64,475 | $4.7M | Reduce -12.4% |
| MRK Merck & Co. Inc. | 0.61% | 46,517 | $4.6M | Add +5.0% |
| GOOG Alphabet Inc. Class C | 0.60% | 23,920 | $4.6M | Reduce -8.8% |
| WM Waste Management Inc. | 0.60% | 22,570 | $4.6M | Add +13.7% |
| DE Deere & Co. | 0.59% | 10,587 | $4.5M | Add +14.0% |
| STZ Constellation Brands Inc. Class A | 0.57% | 19,435 | $4.3M | Add +0.3% |
| IJH iShares Core S&P Midcap ETF | 0.57% | 68,484 | $4.3M | Reduce -0.8% |
| LOW Lowe's Cos Inc. | 0.52% | 15,907 | $3.9M | Reduce -17.7% |
| IJJ iShares S&P Mid-Cap 400 Valu | 0.50% | 30,234 | $3.8M | Reduce -2.8% |
| AMGN Amgen Inc. | 0.49% | 14,142 | $3.7M | Reduce -2.3% |
| AMD Advanced Micro Devices | 0.47% | 29,606 | $3.6M | Reduce -40.4% |
| VXF Vanguard Extended Market ETF | 0.46% | 18,422 | $3.5M | Reduce -3.8% |
| SUM Summit Materials Inc. Class A | 0.46% | 69,156 | $3.5M | Add +4.9% |
| XOM Exxon Mobil Corp. | 0.46% | 32,472 | $3.5M | Add +8.1% |
| PHM Pultegroup Inc. | 0.46% | 31,634 | $3.4M | Reduce -7.1% |
| HD Home Depot Inc. | 0.42% | 8,234 | $3.2M | Reduce -7.6% |
| QQQ Invesco QQQ Trust Series 1 | 0.42% | 6,181 | $3.2M | Reduce -19.1% |
| TEL Te Connectivity PLC | 0.39% | 20,829 | $3.0M | Reduce -17.4% |
| COF Capital One Financial Corp. | 0.39% | 16,343 | $2.9M | Reduce -3.0% |
| MRSH Marsh & McLennan Cos | 0.38% | 13,512 | $2.9M | Reduce -2.7% |
| ABBV Abbvie Inc. | 0.38% | 16,036 | $2.8M | Reduce -3.9% |
| COP Conocophillips | 0.38% | 28,534 | $2.8M | Reduce -7.2% |
| LIN Linde PLC | 0.37% | 6,724 | $2.8M | Reduce -5.5% |
| TMO Thermo Fisher Scientific Inc. | 0.37% | 5,343 | $2.8M | Reduce -8.8% |
| PH Parker Hannifin Corp. | 0.36% | 4,323 | $2.7M | Reduce -6.9% |
| FCX Freeport-McMoran Inc. | 0.36% | 71,269 | $2.7M | Add +10.5% |
| SCHM Schwab US Mid Cap ETF | 0.35% | 94,272 | $2.6M | Reduce -2.2% |
| FITB Fifth Third Bancorp | 0.34% | 60,872 | $2.6M | Reduce -7.0% |
| PSX Phillips 66 | 0.33% | 22,157 | $2.5M | Reduce -7.5% |
| RTX RTX Corp. | 0.33% | 21,719 | $2.5M | Reduce -3.2% |
| PG The Procter & Gamble Co. | 0.31% | 14,022 | $2.4M | Reduce -4.6% |
| PNC PNC Financial Services Group | 0.31% | 12,034 | $2.3M | Reduce -3.7% |
| META Meta Platforms Inc. Class A | 0.31% | 3,941 | $2.3M | Add +0.2% |
| CAT Caterpillar Inc. | 0.30% | 6,253 | $2.3M | Reduce -0.8% |
| VOO Vanguard S&P 500 ETF | 0.26% | 3,667 | $2.0M | Add +1.0% |
| IJR iShares Core S&P Small-Cap E | 0.26% | 17,078 | $2.0M | Add +1.1% |
| JNJ Johnson & Johnson | 0.26% | 13,516 | $2.0M | Reduce -6.2% |
| FDX FedEx Corp. | 0.26% | 6,943 | $2.0M | Reduce -6.4% |
| GS Goldman Sachs Group Inc. | 0.26% | 3,387 | $1.9M | Reduce -5.0% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.26% | 3,309 | $1.9M | Reduce -1.6% |
| IWB iShares Russell 1000 ETF | 0.26% | 6,019 | $1.9M | Add +0.7% |
| DHR Danaher Corp. | 0.25% | 8,374 | $1.9M | Reduce -7.4% |
| ARW Arrow Electronics Inc. | 0.25% | 16,962 | $1.9M | Reduce -14.2% |
| NVO Novo-Nordisk A/S-Spons ADR | 0.24% | 21,343 | $1.8M | Reduce -39.0% |
| BSCQ Invesco Bulletshares 2026 CB | 0.24% | 93,245 | $1.8M | Add +709.6% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.23% | 3,871 | $1.8M | Reduce -4.6% |
| EEM iShares MSCI Emerging Market | 0.23% | 40,770 | $1.7M | Reduce -7.5% |
| HON Honeywell International Inc. | 0.22% | 7,425 | $1.7M | Reduce -8.2% |
| QCOM Qualcomm Inc. | 0.22% | 10,873 | $1.7M | Reduce -10.8% |
| MDLZ Mondelez International Inc. Class A | 0.22% | 27,766 | $1.7M | Add +18.7% |
| BSCR Invesco Bulletshares 2027 CB | 0.21% | 83,099 | $1.6M | New |
| SPGI S&P Global Inc. | 0.20% | 2,991 | $1.5M | Reduce -2.4% |
| LMT Lockheed Martin Corp. | 0.20% | 3,033 | $1.5M | Reduce -8.5% |
| IJK iShares S&P Mid-Cap 400 Grow | 0.19% | 16,156 | $1.5M | No change |
| TFC Truist Financial Corp. | 0.18% | 31,556 | $1.4M | Reduce -10.1% |
| AEP American Electric Power | 0.18% | 14,709 | $1.4M | Reduce -8.9% |
| EFA iShares MSCI Eafe ETF | 0.17% | 16,867 | $1.3M | Reduce -14.5% |
| XLK SS Technology Select Sector | 0.16% | 5,259 | $1.2M | Reduce -7.2% |
| NEE Nextera Energy Inc. | 0.16% | 16,825 | $1.2M | Reduce -3.3% |
Portfolio Sells Q3 2024 → Q4 2024
| SLQD iShares 0-5 YR Inv GRD Corp. | Reduce -50.6% | 1.04% | −1.11 |
| AMD Advanced Micro Devices | Reduce -40.4% | 0.47% | −0.61 |
| DIS The Walt Disney Co. | Reduce -84.0% | 0.09% | −0.41 |
| CMCSA Comcast Corp. Class A | Reduce -91.2% | 0.03% | −0.39 |
| ELV Elevance Health Inc. | Reduce -5.7% | 0.64% | −0.32 |
| NVO Novo-Nordisk A/S-Spons ADR | Reduce -39.0% | 0.24% | −0.31 |
| VEU Vanguard Ftse All-World Ex-U | Reduce -4.3% | 1.98% | −0.30 |
| CSL Carlisle Cos Inc. | Reduce -2.2% | 0.92% | −0.23 |
| PHM Pultegroup Inc. | Reduce -7.1% | 0.46% | −0.19 |
| LRCX Lam Research Corp. | Reduce -12.4% | 0.62% | −0.18 |
| LOW Lowe's Cos Inc. | Reduce -17.7% | 0.52% | −0.18 |
| AMGN Amgen Inc. | Reduce -2.3% | 0.49% | −0.13 |
| TMO Thermo Fisher Scientific Inc. | Reduce -8.8% | 0.37% | −0.11 |
| TEL Te Connectivity PLC | Reduce -17.4% | 0.39% | −0.11 |
| ARW Arrow Electronics Inc. | Reduce -14.2% | 0.25% | −0.10 |
| TT Trane Technologies PLC | Reduce -4.7% | 0.79% | −0.09 |
| PSX Phillips 66 | Reduce -7.5% | 0.33% | −0.09 |
| BSCO Invesco Bulletshares 2024 CB | Sold out | 0.00% | −0.08 |
| DHR Danaher Corp. | Reduce -7.4% | 0.25% | −0.08 |
| LIN Linde PLC | Reduce -5.5% | 0.37% | −0.08 |
| QQQ Invesco QQQ Trust Series 1 | Reduce -19.1% | 0.42% | −0.08 |
| APD Air Products & Chemicals Inc. | Reduce -6.8% | 0.66% | −0.07 |
| TJX TJX Companies Inc. | Reduce -7.4% | 1.15% | −0.07 |
| LMT Lockheed Martin Corp. | Reduce -8.5% | 0.20% | −0.06 |
| ABBV Abbvie Inc. | Reduce -3.9% | 0.38% | −0.06 |
| HD Home Depot Inc. | Reduce -7.6% | 0.42% | −0.06 |
| COP Conocophillips | Reduce -7.2% | 0.38% | −0.06 |
| AGG iShares Core U.S. Aggregate | Sold out | 0.00% | −0.06 |
| QCOM Qualcomm Inc. | Reduce -10.8% | 0.22% | −0.06 |
| PLD Prologis Inc. | Reduce -11.6% | 0.15% | −0.05 |
| JNJ Johnson & Johnson | Reduce -6.2% | 0.26% | −0.05 |
| EFA iShares MSCI Eafe ETF | Reduce -14.5% | 0.17% | −0.05 |
| EEM iShares MSCI Emerging Market | Reduce -7.5% | 0.23% | −0.04 |
| ORCL Oracle Corp. | Reduce -2.6% | 0.78% | −0.04 |
| RSP Invesco S&P 500 Equal Weight | Sold out | 0.00% | −0.04 |
| XLRE SS Real Estate Select Sector | Sold out | 0.00% | −0.04 |
| AEP American Electric Power | Reduce -8.9% | 0.18% | −0.04 |
| IVE iShares S&P 500 Value ETF | Sold out | 0.00% | −0.04 |
| UL Unilever PLC | Reduce -9.8% | 0.14% | −0.04 |
| SCHX Schwab US Large-Cap ETF | Sold out | 0.00% | −0.04 |
| BOTZ Global X Robotics & Artifici | Sold out | 0.00% | −0.04 |
| NEE Nextera Energy Inc. | Reduce -3.3% | 0.16% | −0.04 |
| AMT American Tower Corp. | Sold out | 0.00% | −0.04 |
| ALLE Allegion PLC | Reduce -11.4% | 0.13% | −0.04 |
| CL Colgate-Palmolive Co. | Reduce -6.4% | 0.16% | −0.04 |
| HPQ HP Inc. | Sold out | 0.00% | −0.03 |
| D Dominion Energy Inc. | Sold out | 0.00% | −0.03 |
| FITB Fifth Third Bancorp | Reduce -7.0% | 0.34% | −0.03 |
| MRSH Marsh & McLennan Cos | Reduce -2.7% | 0.38% | −0.03 |
| PZA Invesco National Amt-Free Mu | Sold out | 0.00% | −0.03 |
Portfolio Buys Q3 2024 → Q4 2024
| CRM Salesforce Inc. | Add +200.1% | 1.63% | +1.18 |
| TTWO Take-Two Interactive Softwre | Add +155.3% | 0.89% | +0.60 |
| TMUS T-Mobile US Inc. | Add +48.4% | 1.57% | +0.58 |
| GOOGL Alphabet Inc. Class A | Add +10.1% | 2.60% | +0.52 |
| ACN Accenture PLC Class A | Add +19.3% | 2.30% | +0.35 |
| AMZN Amazon.com Inc. | Add +0.2% | 2.20% | +0.32 |
| V Visa Inc. Class A | Add +3.2% | 2.10% | +0.32 |
| JPM JPMorgan Chase & Co. | Add +2.8% | 2.09% | +0.29 |
| IWM iShares Russell 2000 ETF | Add +4.9% | 6.88% | +0.29 |
| BSCR Invesco Bulletshares 2027 CB | New | 0.21% | +0.21 |
| CMG Chipotle Mexican Grill Inc. | Add +18.0% | 1.14% | +0.21 |
| BSCQ Invesco Bulletshares 2026 CB | Add +709.6% | 0.24% | +0.21 |
| IWR iShares Russell Mid-Cap ETF | Add +5.1% | 4.49% | +0.21 |
| BAC Bank of America Corp. | Add +9.0% | 1.21% | +0.20 |
| BLK BlackRock Inc. | Add +19.2% | 0.77% | +0.17 |
| BSCS Invesco Bulletshares 2028 CB | New | 0.14% | +0.14 |
| BSCT Invesco Bulletshares 2029 CB | New | 0.14% | +0.14 |
| BSCV Invesco Bulletshares 2031 CB | New | 0.14% | +0.14 |
| BSCU Invesco Bulletshares 2030 CB | New | 0.14% | +0.14 |
| BSCW Invesco Bulletshares 2032 CB | New | 0.13% | +0.13 |
| SUM Summit Materials Inc. Class A | Add +4.9% | 0.46% | +0.12 |
| TRGP Targa Resources Corp. | Add +0.1% | 0.70% | +0.12 |
| BSCP Invesco Bulletshares 2025 CB | New | 0.11% | +0.11 |
| BSCX Invesco Bulletshares 2033 CB | New | 0.10% | +0.10 |
| CB Chubb Ltd. | Add +15.8% | 1.05% | +0.10 |
| CWB SS SPDR BB Conv Sec ETF | Add +2.8% | 2.30% | +0.09 |
| DE Deere & Co. | Add +14.0% | 0.59% | +0.08 |
| COR Cencora Inc. | Add +8.0% | 1.11% | +0.07 |
| IVV iShares Core S&P 500 ETF | Add +0.3% | 3.83% | +0.07 |
| AVGO Broadcom Inc. | New | 0.06% | +0.06 |
| WM Waste Management Inc. | Add +13.7% | 0.60% | +0.05 |
| BSCY Invesco Bulletshares 2034 CB | New | 0.04% | +0.04 |
| COST Costco Wholesale Corp. | Add +1.6% | 0.89% | +0.04 |
| DFAC Dimensional US Core Equity 2 | New | 0.03% | +0.03 |
| ETN Eaton Corp. PLC | Add +3.0% | 1.35% | +0.03 |
| PPL PPL Corp. | New | 0.03% | +0.03 |
| ONEQ Fidelity Nasdaq Comp Indx | New | 0.03% | +0.03 |
| FCOM Fidelity MSCI Comm Serv Indx | New | 0.03% | +0.03 |
| MSFT Microsoft Corp. | Add +3.1% | 4.37% | +0.02 |
| VTI VG Morningstar TS MKT ETF-US | Add +16.2% | 0.11% | +0.02 |
| NFLX Netflix Inc. | Add +0.8% | 0.07% | +0.02 |
| SCHA Schwab US Small-Cap ETF | Add +16.4% | 0.06% | +0.01 |
| VOO Vanguard S&P 500 ETF | Add +1.0% | 0.26% | +0.01 |
| IWB iShares Russell 1000 ETF | Add +0.7% | 0.26% | +0.01 |
| SCHW Schwab (charles) Corp. | Add +0.2% | 0.05% | +0.01 |
| META Meta Platforms Inc. Class A | Add +0.2% | 0.31% | +0.01 |
| FNCL Fidelity MSCI Financial Indx | Add +5.3% | 0.04% | +0.00 |
| IWO iShares Russell 2000 Growth | Add +9.0% | 0.04% | +0.00 |
| CVX Chevron Corp. | Add +2.7% | 0.71% | +0.00 |
| IWS iShares Russell Mid-Cap Valu | Add +12.6% | 0.03% | +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 |