River Wealth Advisors LLC
In its 13F for Q1 2025 (holdings as of March 31, 2025, filed May 14, 2025), River Wealth Advisors LLC reported 197 stock positions worth $719.5 million. Its top holding was iShares Russell 2000 ETF (IWM) at 6.7% of the portfolio, followed by Apple (AAPL, 5.5%) and iShares Russell Mid-Cap ETF (IWR, 4.6%). Compared with Q4 2024, it opened 3 new positions, sold out of 12, added to 52 and reduced 125. The biggest buy was T-Mobile US (TMUS, shares +8%) and the biggest sale an exit from Advanced Micro Devices (AMD).
- Most Recent 13F
- Q2 2026
- Location
- CAMP HILL, PA
- CIK
- 0001642570
- Portfolio Value
- $719.5M (Q1 2025)
- SEC Filing
- 0001642570-25-000006 ↗ filed May 14, 2025
Holdings Value
Holdings 197 stocks · $719.5M
| IWM iShares Russell 2000 ETF | 6.66% | 240,109 | $47.9M | Add +2.2% |
| AAPL Apple Inc. | 5.47% | 177,344 | $39.4M | Add +0.5% |
| IWR iShares Russell Mid-Cap ETF | 4.62% | 391,021 | $33.3M | Add +2.0% |
| MSFT Microsoft Corp. | 4.16% | 79,689 | $29.9M | Add +1.9% |
| IVV iShares Core S&P 500 ETF | 3.92% | 50,176 | $28.2M | Add +2.1% |
| NVDA Nvidia Corp. | 3.25% | 215,883 | $23.4M | Add +3.4% |
| V Visa Inc. Class A | 2.43% | 49,924 | $17.5M | Reduce -0.5% |
| CWB SS SPDR BB Conv Sec ETF | 2.39% | 224,733 | $17.2M | Add +1.0% |
| ACN Accenture PLC Class A | 2.28% | 52,502 | $16.4M | Add +6.2% |
| GOOGL Alphabet Inc. Class A | 2.27% | 105,413 | $16.3M | Add +1.9% |
| JPM JPMorgan Chase & Co. | 2.25% | 66,074 | $16.2M | Add +0.4% |
| TMUS T-Mobile US Inc. | 2.15% | 58,077 | $15.5M | Add +8.3% |
| VEU Vanguard Ftse All-World Ex-U | 2.10% | 249,218 | $15.1M | Reduce -4.2% |
| AMZN Amazon.com Inc. | 2.02% | 76,437 | $14.5M | Add +1.2% |
| CRM Salesforce Inc. | 1.71% | 45,968 | $12.3M | Add +25.3% |
| COR Cencora Inc. | 1.47% | 37,918 | $10.5M | Add +1.9% |
| CB Chubb Ltd. | 1.27% | 30,142 | $9.1M | Add +5.6% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 1.26% | 217,255 | $9.1M | Add +4.4% |
| ETN Eaton Corp. PLC | 1.20% | 31,793 | $8.6M | Add +3.5% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 1.17% | 69,005 | $8.4M | Reduce -4.3% |
| TTWO Take-Two Interactive Softwre | 1.15% | 40,006 | $8.3M | Add +9.5% |
| LLY Eli Lilly & Co. | 1.14% | 9,955 | $8.2M | Add +4.1% |
| DHI D.R. Horton Inc. | 1.13% | 64,152 | $8.2M | Add +11.9% |
| CMG Chipotle Mexican Grill Inc. | 1.11% | 158,461 | $8.0M | Add +11.2% |
| PEP Pepsico Inc. | 1.03% | 49,479 | $7.4M | Reduce -5.5% |
| IEMG iShares Core MSCI Emerging | 1.03% | 137,156 | $7.4M | Reduce -1.1% |
| SYK Stryker Corp. | 1.03% | 19,831 | $7.4M | Reduce -4.6% |
| SLQD iShares 0-5 YR Inv GRD Corp. | 0.96% | 137,229 | $6.9M | Reduce -13.3% |
| COST Costco Wholesale Corp. | 0.94% | 7,146 | $6.8M | Reduce -2.8% |
| UNH Unitedhealth Group Inc. | 0.91% | 12,532 | $6.6M | Reduce -0.4% |
| MA Mastercard Inc. Class A | 0.87% | 11,408 | $6.3M | Reduce -1.7% |
| CVX Chevron Corp. | 0.85% | 36,475 | $6.1M | Reduce -1.4% |
| CSL Carlisle Cos Inc. | 0.84% | 17,664 | $6.0M | Reduce -6.6% |
| TRGP Targa Resources Corp. | 0.84% | 29,983 | $6.0M | Add +1.9% |
| BLK BlackRock Inc. | 0.81% | 6,193 | $5.9M | Add +9.4% |
| WM Waste Management Inc. | 0.77% | 23,870 | $5.5M | Add +5.8% |
| ELV Elevance Health Inc. | 0.74% | 12,283 | $5.3M | Reduce -6.5% |
| TT Trane Technologies PLC | 0.73% | 15,647 | $5.3M | Reduce -2.8% |
| DE Deere & Co. | 0.73% | 11,217 | $5.3M | Add +6.0% |
| VBK Van Morst SML-Cap Gro-Usd Inc. | 0.73% | 20,732 | $5.2M | Reduce -3.0% |
| MRK Merck & Co. Inc. | 0.68% | 54,165 | $4.9M | Add +16.4% |
| ORCL Oracle Corp. | 0.67% | 34,640 | $4.8M | Reduce -1.7% |
| APD Air Products & Chemicals Inc. | 0.67% | 16,261 | $4.8M | Reduce -5.8% |
| LRCX Lam Research Corp. | 0.61% | 60,171 | $4.4M | Reduce -6.7% |
| AMGN Amgen Inc. | 0.60% | 13,899 | $4.3M | Reduce -1.7% |
| XOM Exxon Mobil Corp. | 0.56% | 34,136 | $4.1M | Add +5.1% |
| IJH iShares Core S&P Midcap ETF | 0.55% | 67,753 | $4.0M | Reduce -1.1% |
| TTEK Tetra Tech Inc. | 0.52% | 128,783 | $3.8M | Add +3.9% |
| IJJ iShares S&P Mid-Cap 400 Valu | 0.50% | 29,833 | $3.6M | Reduce -1.3% |
| LOW Lowe's Cos Inc. | 0.49% | 15,094 | $3.5M | Reduce -5.1% |
| STZ Constellation Brands Inc. Class A | 0.48% | 18,836 | $3.5M | Reduce -3.1% |
| GOOG Alphabet Inc. Class C | 0.47% | 21,599 | $3.4M | Reduce -9.7% |
| PHM Pultegroup Inc. | 0.45% | 31,198 | $3.2M | Reduce -1.4% |
| ABBV Abbvie Inc. | 0.44% | 15,267 | $3.2M | Reduce -4.8% |
| MRSH Marsh & McLennan Cos | 0.44% | 12,895 | $3.1M | Reduce -4.6% |
| CEG Constellation Energy | 0.43% | 15,173 | $3.1M | Add +1249.9% |
| VXF Vanguard Extended Market ETF | 0.41% | 17,280 | $3.0M | Reduce -6.2% |
| QQQ Invesco QQQ Trust Series 1 | 0.40% | 6,108 | $2.9M | Reduce -1.2% |
| TEL Te Connectivity PLC | 0.40% | 20,213 | $2.9M | Reduce -3.0% |
| LIN Linde PLC | 0.39% | 6,063 | $2.8M | Reduce -9.8% |
| HD Home Depot Inc. | 0.39% | 7,608 | $2.8M | Reduce -7.6% |
| COF Capital One Financial Corp. | 0.38% | 15,448 | $2.8M | Reduce -5.5% |
| RTX RTX Corp. | 0.38% | 20,746 | $2.7M | Reduce -4.5% |
| FCX Freeport-McMoran Inc. | 0.37% | 71,077 | $2.7M | Reduce -0.3% |
| PH Parker Hannifin Corp. | 0.36% | 4,214 | $2.6M | Reduce -2.5% |
| COP Conocophillips | 0.35% | 23,897 | $2.5M | Reduce -16.3% |
| PSX Phillips 66 | 0.33% | 19,325 | $2.4M | Reduce -12.8% |
| SCHM Schwab US Mid Cap ETF | 0.33% | 90,395 | $2.4M | Reduce -4.1% |
| TMO Thermo Fisher Scientific Inc. | 0.33% | 4,753 | $2.4M | Reduce -11.0% |
| META Meta Platforms Inc. Class A | 0.32% | 3,940 | $2.3M | Reduce -0.0% |
| FITB Fifth Third Bancorp | 0.31% | 56,055 | $2.2M | Reduce -7.9% |
| PG The Procter & Gamble Co. | 0.30% | 12,764 | $2.2M | Reduce -9.0% |
| PNC PNC Financial Services Group | 0.29% | 11,918 | $2.1M | Reduce -1.0% |
| BSCQ Invesco Bulletshares 2026 CB | 0.29% | 106,854 | $2.1M | Add +14.6% |
| JNJ Johnson & Johnson | 0.29% | 12,471 | $2.1M | Reduce -7.7% |
| CAT Caterpillar Inc. | 0.28% | 6,087 | $2.0M | Reduce -2.6% |
| MDLZ Mondelez International Inc. Class A | 0.26% | 27,966 | $1.9M | Add +0.7% |
| BSCR Invesco Bulletshares 2027 CB | 0.26% | 94,922 | $1.9M | Add +14.2% |
| IWB iShares Russell 1000 ETF | 0.26% | 6,019 | $1.8M | No change |
| GS Goldman Sachs Group Inc. | 0.25% | 3,315 | $1.8M | Reduce -2.1% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.25% | 3,389 | $1.8M | Reduce -12.4% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.25% | 3,184 | $1.8M | Reduce -3.8% |
| IJR iShares Core S&P Small-Cap E | 0.24% | 16,411 | $1.7M | Reduce -3.9% |
| DHR Danaher Corp. | 0.23% | 8,175 | $1.7M | Reduce -2.4% |
| EEM iShares MSCI Emerging Market | 0.23% | 38,173 | $1.7M | Reduce -6.4% |
| VOO Vanguard S&P 500 ETF | 0.22% | 3,137 | $1.6M | Reduce -14.4% |
| HON Honeywell International Inc. | 0.21% | 7,082 | $1.5M | Reduce -4.6% |
| ARW Arrow Electronics Inc. | 0.21% | 14,328 | $1.5M | Reduce -15.5% |
| FDX FedEx Corp. | 0.21% | 6,070 | $1.5M | Reduce -12.6% |
| SPGI S&P Global Inc. | 0.20% | 2,822 | $1.4M | Reduce -5.7% |
| QCOM Qualcomm Inc. | 0.20% | 9,276 | $1.4M | Reduce -14.7% |
| IJK iShares S&P Mid-Cap 400 Grow | 0.18% | 15,805 | $1.3M | Reduce -2.2% |
| EFA iShares MSCI Eafe ETF | 0.17% | 15,195 | $1.2M | Reduce -9.9% |
| BSCS Invesco Bulletshares 2028 CB | 0.17% | 59,772 | $1.2M | Add +10.7% |
| BSCV Invesco Bulletshares 2031 CB | 0.16% | 72,514 | $1.2M | Add +14.1% |
| DLR Digital Realty Trust Inc. | 0.16% | 8,146 | $1.2M | Add +423.9% |
| BSCU Invesco Bulletshares 2030 CB | 0.16% | 70,064 | $1.2M | Add +12.6% |
| BSCT Invesco Bulletshares 2029 CB | 0.16% | 62,680 | $1.2M | Add +11.7% |
| TFC Truist Financial Corp. | 0.16% | 28,040 | $1.2M | Reduce -11.1% |
| BSCW Invesco Bulletshares 2032 CB | 0.16% | 55,357 | $1.1M | Add +17.3% |
Portfolio Sells Q4 2024 → Q1 2025
| AMD Advanced Micro Devices | Sold out | 0.00% | −0.47 |
| SUM Summit Materials Inc. Class A | Sold out | 0.00% | −0.46 |
| NVO Novo-Nordisk A/S-Spons ADR | Sold out | 0.00% | −0.24 |
| LMT Lockheed Martin Corp. | Sold out | 0.00% | −0.20 |
| AEP American Electric Power | Sold out | 0.00% | −0.18 |
| GOOG Alphabet Inc. Class C | Reduce -9.7% | 0.47% | −0.13 |
| NI Nisource Inc. | Sold out | 0.00% | −0.13 |
| NEE Nextera Energy Inc. | Reduce -70.7% | 0.05% | −0.11 |
| ORCL Oracle Corp. | Reduce -1.7% | 0.67% | −0.11 |
| STZ Constellation Brands Inc. Class A | Reduce -3.1% | 0.48% | −0.09 |
| CSL Carlisle Cos Inc. | Reduce -6.6% | 0.84% | −0.09 |
| SLQD iShares 0-5 YR Inv GRD Corp. | Reduce -13.3% | 0.96% | −0.08 |
| VBK Van Morst SML-Cap Gro-Usd Inc. | Reduce -3.0% | 0.73% | −0.07 |
| TT Trane Technologies PLC | Reduce -2.8% | 0.73% | −0.06 |
| FDX FedEx Corp. | Reduce -12.6% | 0.21% | −0.05 |
| VXF Vanguard Extended Market ETF | Reduce -6.2% | 0.41% | −0.05 |
| ARW Arrow Electronics Inc. | Reduce -15.5% | 0.21% | −0.05 |
| TMO Thermo Fisher Scientific Inc. | Reduce -11.0% | 0.33% | −0.04 |
| VOO Vanguard S&P 500 ETF | Reduce -14.4% | 0.22% | −0.04 |
| HD Home Depot Inc. | Reduce -7.6% | 0.39% | −0.04 |
| FITB Fifth Third Bancorp | Reduce -7.9% | 0.31% | −0.04 |
| CMCSA Comcast Corp. Class A | Sold out | 0.00% | −0.03 |
| VGT Vanguard Info Tech ETF | Reduce -39.2% | 0.04% | −0.03 |
| LOW Lowe's Cos Inc. | Reduce -5.1% | 0.49% | −0.03 |
| RPM RPM International Inc. | Sold out | 0.00% | −0.03 |
| EMR Emerson Electric Co. | Sold out | 0.00% | −0.03 |
| FIDU Fidelity MSCI Indust Indx | Sold out | 0.00% | −0.03 |
| FCOM Fidelity MSCI Comm Serv Indx | Sold out | 0.00% | −0.03 |
| SCHB Schwab US Broad Market ETF | Sold out | 0.00% | −0.03 |
| COP Conocophillips | Reduce -16.3% | 0.35% | −0.03 |
| PEP Pepsico Inc. | Reduce -5.5% | 1.03% | −0.02 |
| QCOM Qualcomm Inc. | Reduce -14.7% | 0.20% | −0.02 |
| IJR iShares Core S&P Small-Cap E | Reduce -3.9% | 0.24% | −0.02 |
| DHR Danaher Corp. | Reduce -2.4% | 0.23% | −0.02 |
| CAT Caterpillar Inc. | Reduce -2.6% | 0.28% | −0.02 |
| TFC Truist Financial Corp. | Reduce -11.1% | 0.16% | −0.02 |
| QQQ Invesco QQQ Trust Series 1 | Reduce -1.2% | 0.40% | −0.02 |
| SCHM Schwab US Mid Cap ETF | Reduce -4.1% | 0.33% | −0.02 |
| PNC PNC Financial Services Group | Reduce -1.0% | 0.29% | −0.02 |
| IJH iShares Core S&P Midcap ETF | Reduce -1.1% | 0.55% | −0.02 |
| SCHA Schwab US Small-Cap ETF | Reduce -21.4% | 0.04% | −0.01 |
| PLD Prologis Inc. | Reduce -18.8% | 0.13% | −0.01 |
| TROW T Rowe Price Group Inc. | Reduce -8.6% | 0.05% | −0.01 |
| HON Honeywell International Inc. | Reduce -4.6% | 0.21% | −0.01 |
| RY Royal Bank of Canada | Reduce -10.0% | 0.10% | −0.01 |
| VWO Vanguard Ftse Emerging Marke | Reduce -21.3% | 0.08% | −0.01 |
| XLK SS Technology Select Sector | Reduce -1.5% | 0.15% | −0.01 |
| DIS The Walt Disney Co. | Reduce -6.8% | 0.08% | −0.01 |
| MAS Masco Corp. | Reduce -14.6% | 0.07% | −0.01 |
| IJK iShares S&P Mid-Cap 400 Grow | Reduce -2.2% | 0.18% | −0.01 |
Portfolio Buys Q4 2024 → Q1 2025
| TMUS T-Mobile US Inc. | Add +8.3% | 2.15% | +0.58 |
| CEG Constellation Energy | Add +1249.9% | 0.43% | +0.39 |
| COR Cencora Inc. | Add +1.9% | 1.47% | +0.36 |
| TTWO Take-Two Interactive Softwre | Add +9.5% | 1.15% | +0.26 |
| CB Chubb Ltd. | Add +5.6% | 1.27% | +0.22 |
| WM Waste Management Inc. | Add +5.8% | 0.77% | +0.16 |
| LLY Eli Lilly & Co. | Add +4.1% | 1.14% | +0.16 |
| JPM JPMorgan Chase & Co. | Add +0.4% | 2.25% | +0.16 |
| TRGP Targa Resources Corp. | Add +1.9% | 0.84% | +0.14 |
| DE Deere & Co. | Add +6.0% | 0.73% | +0.14 |
| IWR iShares Russell Mid-Cap ETF | Add +2.0% | 4.62% | +0.13 |
| DLR Digital Realty Trust Inc. | Add +423.9% | 0.16% | +0.13 |
| CCJ Cameco Corp. | New | 0.11% | +0.11 |
| XOM Exxon Mobil Corp. | Add +5.1% | 0.56% | +0.10 |
| CWB SS SPDR BB Conv Sec ETF | Add +1.0% | 2.39% | +0.10 |
| CRM Salesforce Inc. | Add +25.3% | 1.71% | +0.09 |
| IVV iShares Core S&P 500 ETF | Add +2.1% | 3.92% | +0.09 |
| EWJ iShares MSCI Japan ETF | New | 0.08% | +0.08 |
| DHI D.R. Horton Inc. | Add +11.9% | 1.13% | +0.07 |
| MRK Merck & Co. Inc. | Add +16.4% | 0.68% | +0.06 |
| WMT Walmart Inc. | Add +92.3% | 0.12% | +0.06 |
| BSCQ Invesco Bulletshares 2026 CB | Add +14.6% | 0.29% | +0.05 |
| BAC Bank of America Corp. | Add +4.4% | 1.26% | +0.05 |
| BLK BlackRock Inc. | Add +9.4% | 0.81% | +0.05 |
| BSCR Invesco Bulletshares 2027 CB | Add +14.2% | 0.26% | +0.04 |
| MDLZ Mondelez International Inc. Class A | Add +0.7% | 0.26% | +0.04 |
| BSCW Invesco Bulletshares 2032 CB | Add +17.3% | 0.16% | +0.03 |
| KMB Kimberly-Clark Corp. | Add +29.2% | 0.10% | +0.03 |
| BSCV Invesco Bulletshares 2031 CB | Add +14.1% | 0.16% | +0.03 |
| CAH Cardinal Health Inc. | New | 0.03% | +0.03 |
| BSCU Invesco Bulletshares 2030 CB | Add +12.6% | 0.16% | +0.03 |
| BSCX Invesco Bulletshares 2033 CB | Add +17.9% | 0.13% | +0.03 |
| BSCT Invesco Bulletshares 2029 CB | Add +11.7% | 0.16% | +0.03 |
| BSCS Invesco Bulletshares 2028 CB | Add +10.7% | 0.17% | +0.03 |
| BSCP Invesco Bulletshares 2025 CB | Add +7.3% | 0.13% | +0.01 |
| BSCY Invesco Bulletshares 2034 CB | Add +18.4% | 0.05% | +0.01 |
| WFC Wells Fargo & Co. | Add +0.9% | 0.11% | +0.01 |
| HSY The Hershey Co. | Add +2.5% | 0.10% | +0.01 |
| PPL PPL Corp. | Add +6.5% | 0.04% | +0.01 |
| NFLX Netflix Inc. | Add +0.8% | 0.08% | +0.01 |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | Add +2.5% | 0.06% | +0.00 |
| VUG Vanguard Mrngstar GR ETF-Sui | Add +1.0% | 0.10% | −0.00 |
| FTEC Fidelity MSCI Info Tech Indx | Add +2.6% | 0.08% | −0.01 |
| AVGO Broadcom Inc. | Add +4.7% | 0.05% | −0.01 |
| TSLA Tesla Inc. | Add +1.3% | 0.03% | −0.01 |
| ACN Accenture PLC Class A | Add +6.2% | 2.28% | −0.03 |
| CMG Chipotle Mexican Grill Inc. | Add +11.2% | 1.11% | −0.03 |
| TTEK Tetra Tech Inc. | Add +3.9% | 0.52% | −0.13 |
| ETN Eaton Corp. PLC | Add +3.5% | 1.20% | −0.15 |
| AMZN Amazon.com Inc. | Add +1.2% | 2.02% | −0.17 |
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 |