$265 Million is the total value of River Wealth Advisors LLC's 159 reported holdings in Q3 2019. The portfolio turnover from Q2 2019 to Q3 2019 was 100.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| GLW | Exit | CORNING INC | $0 | – | -6,700 | -100.0% | -0.09% | – |
| SCHW | Exit | THE CHARLES SCHWAB CORPORATI | $0 | – | -12,584 | -100.0% | -0.20% | – |
| ALGN | Exit | ALIGN TECHNOLOGY INC | $0 | – | -1,912 | -100.0% | -0.20% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2019-10-29
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.