| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q1 2013 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| APPLE INC | 35 | Q3 2023 | 5.8% |
| MICROSOFT CORP | 35 | Q3 2023 | 4.2% |
| ISHARES TR | 35 | Q3 2023 | 3.7% |
| STRYKER CORPORATION | 35 | Q3 2023 | 2.4% |
| JPMORGAN CHASE & CO | 35 | Q3 2023 | 2.1% |
| VISA INC | 35 | Q3 2023 | 2.4% |
| DISNEY WALT CO | 35 | Q3 2023 | 2.2% |
| AIR PRODS & CHEMS INC | 35 | Q3 2023 | 1.8% |
| ELEVANCE HEALTH INC | 35 | Q3 2023 | 2.1% |
| PEPSICO INC | 35 | Q3 2023 | 1.7% |
View River Wealth Advisors LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-05-14 |
| 13F-HR | 2024-02-13 |
| 13F-HR | 2023-11-13 |
| 13F-HR | 2023-08-09 |
| 13F-HR | 2023-05-11 |
| 13F-HR | 2023-02-10 |
| 13F-HR | 2022-11-14 |
| 13F-HR | 2022-08-10 |
| 13F-HR | 2022-05-09 |
| 13F-HR | 2022-02-11 |
View River Wealth Advisors LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.