$296 Million is the total value of River Wealth Advisors LLC's 164 reported holdings in Q4 2019. The portfolio turnover from Q3 2019 to Q4 2019 was 10.7% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| BND | Sell | VANGUARD BD INDEX FD INCtotal bnd mrkt | $12,626,000 | -0.9% | 150,563 | -0.3% | 4.27% | -11.4% |
| AAPL | Buy | APPLE INC | $11,531,000 | +35.8% | 39,267 | +3.5% | 3.90% | +21.5% |
| CWB | Buy | SPDR SERIES TRUSTblmbrg brc cnvrt | $7,393,000 | +12.0% | 133,208 | +5.8% | 2.50% | +0.2% |
| EFA | Buy | ISHARES TRmsci eafe etf | $7,242,000 | +12.9% | 104,285 | +6.0% | 2.45% | +1.1% |
| MSFT | Buy | MICROSOFT CORP | $7,231,000 | +22.1% | 45,850 | +7.6% | 2.44% | +9.2% |
| V | Buy | VISA INC | $6,610,000 | +10.4% | 35,177 | +1.1% | 2.24% | -1.2% |
| SYK | Buy | STRYKER CORP | $6,277,000 | -1.5% | 29,897 | +1.5% | 2.12% | -11.8% |
| TFC | New | TRUIST FINL CORP | $6,245,000 | – | 110,883 | +100.0% | 2.11% | – |
| JPM | Buy | JPMORGAN CHASE & CO | $6,199,000 | +20.4% | 44,467 | +1.7% | 2.10% | +7.8% |
| MA | Buy | MASTERCARD INCcl a | $5,744,000 | +10.9% | 19,238 | +0.9% | 1.94% | -0.8% |
| DIS | Buy | DISNEY WALT CO | $5,566,000 | +16.1% | 38,483 | +4.6% | 1.88% | +3.9% |
| AMZN | Buy | AMAZON COM INC | $5,409,000 | +12.1% | 2,927 | +5.3% | 1.83% | +0.3% |
| ANTM | Buy | ANTHEM INC | $5,405,000 | +32.6% | 17,897 | +5.4% | 1.83% | +18.7% |
| IJJ | Buy | ISHARES TRs&p mc 400vl etf | $5,307,000 | +7.2% | 31,085 | +0.4% | 1.79% | -4.1% |
| IJH | Buy | ISHARES TRcore s&p mcp etf | $4,764,000 | +9.4% | 23,149 | +2.7% | 1.61% | -2.1% |
| APD | Buy | AIR PRODS & CHEMS INC | $4,627,000 | +8.3% | 19,688 | +2.2% | 1.56% | -3.2% |
| GOOGL | Buy | ALPHABET INCcap stk cl a | $4,348,000 | +15.6% | 3,246 | +5.4% | 1.47% | +3.4% |
| PEP | Buy | PEPSICO INC | $4,073,000 | +1.7% | 29,803 | +2.0% | 1.38% | -9.0% |
| CVX | Buy | CHEVRON CORP NEW | $4,005,000 | +3.9% | 33,230 | +2.3% | 1.35% | -7.0% |
| PNC | Buy | PNC FINL SVCS GROUP INC | $3,906,000 | +13.9% | 24,468 | +0.0% | 1.32% | +1.9% |
| BAC | Buy | BANK AMER CORP | $3,767,000 | +22.9% | 106,953 | +1.8% | 1.27% | +10.0% |
| ACN | Buy | ACCENTURE PLC IRELAND | $3,733,000 | +29.2% | 17,728 | +18.0% | 1.26% | +15.6% |
| AMGN | Sell | AMGEN INC | $3,636,000 | +11.3% | 15,081 | -10.7% | 1.23% | -0.5% |
| ARW | Buy | ARROW ELECTRS INC | $3,540,000 | +15.9% | 41,770 | +2.0% | 1.20% | +3.7% |
| TEL | Buy | TE CONNECTIVITY LTD | $3,498,000 | +4.7% | 36,503 | +1.8% | 1.18% | -6.3% |
| IVV | Buy | ISHARES TRcore s&p500 etf | $3,421,000 | +20.7% | 10,583 | +11.5% | 1.16% | +8.0% |
| ALLE | Buy | ALLEGION PUB LTD CO | $3,420,000 | +21.7% | 27,462 | +1.3% | 1.16% | +8.9% |
| SCHM | Buy | SCHWAB STRATEGIC TRus mid-cap etf | $3,357,000 | +13.1% | 55,812 | +6.4% | 1.14% | +1.2% |
| HUN | Sell | HUNTSMAN CORP | $3,297,000 | +3.5% | 136,471 | -0.4% | 1.12% | -7.4% |
| VXF | Buy | VANGUARD INDEX FDSextend mkt etf | $3,266,000 | +19.7% | 25,920 | +10.5% | 1.10% | +7.1% |
| VCSH | Sell | VANGUARD SCOTTSDALE FDSshrt trm corp bd | $3,136,000 | -0.6% | 38,697 | -0.6% | 1.06% | -11.1% |
| USB | Buy | US BANCORP DEL | $2,886,000 | +14.8% | 48,673 | +7.1% | 0.98% | +2.7% |
| IR | Sell | INGERSOLL-RAND PLC | $2,840,000 | +4.6% | 21,366 | -3.0% | 0.96% | -6.3% |
| LOW | Buy | LOWES COS INC | $2,737,000 | +12.0% | 22,855 | +2.9% | 0.92% | +0.2% |
| FITB | Buy | FIFTH THIRD BANCORP | $2,704,000 | +16.9% | 87,963 | +4.1% | 0.91% | +4.6% |
| COP | Sell | CONOCOPHILLIPS | $2,600,000 | +13.3% | 39,979 | -0.7% | 0.88% | +1.4% |
| DHR | Sell | DANAHER CORPORATION | $2,543,000 | +4.6% | 16,572 | -1.6% | 0.86% | -6.4% |
| ORCL | Sell | ORACLE CORP | $2,486,000 | -4.8% | 46,922 | -1.1% | 0.84% | -14.7% |
| PHM | Sell | PULTE GROUP INC | $2,408,000 | +3.2% | 62,073 | -2.8% | 0.81% | -7.7% |
| PSX | Buy | PHILLIPS 66 | $2,392,000 | +12.3% | 21,471 | +3.2% | 0.81% | +0.5% |
| UL | Buy | UNILEVER PLCspon adr new | $2,369,000 | -4.7% | 41,443 | +0.1% | 0.80% | -14.8% |
| CB | Sell | CHUBB LIMITED | $2,344,000 | -3.8% | 15,057 | -0.3% | 0.79% | -13.9% |
| STZ | Buy | CONSTELLATION BRANDS INCcl a | $2,298,000 | -3.9% | 12,109 | +4.9% | 0.78% | -14.0% |
| LIN | Sell | LINDE PLC | $2,284,000 | +9.1% | 10,730 | -0.7% | 0.77% | -2.4% |
| CSL | Buy | CARLISLE COS INC | $2,258,000 | +25.8% | 13,954 | +13.1% | 0.76% | +12.5% |
| COF | Buy | CAPITAL ONE FINL CORP | $2,254,000 | +21.2% | 21,901 | +7.2% | 0.76% | +8.5% |
| ZBH | Buy | ZIMMER BIOMET HLDGS INC | $2,226,000 | +10.4% | 14,872 | +1.2% | 0.75% | -1.2% |
| GOOG | Buy | ALPHABET INCcap stk cl c | $2,220,000 | +10.2% | 1,660 | +0.5% | 0.75% | -1.3% |
| HD | Buy | HOME DEPOT INC | $2,191,000 | +1.6% | 10,035 | +8.0% | 0.74% | -9.1% |
| D | Buy | DOMINION ENERGY INC | $2,181,000 | +4.7% | 26,332 | +2.4% | 0.74% | -6.4% |
| QQQ | Buy | INVESCO QQQ TRunit ser 1 | $2,150,000 | +13.5% | 10,112 | +0.8% | 0.73% | +1.5% |
| ETN | Buy | EATON CORP PLC | $2,128,000 | +22.6% | 22,461 | +7.6% | 0.72% | +9.8% |
| FB | Buy | FACEBOOK INCcl a | $2,101,000 | +16.1% | 10,234 | +0.7% | 0.71% | +3.8% |
| ABC | Sell | AMERISOURCEBERGEN CORP | $2,026,000 | -1.1% | 23,829 | -4.3% | 0.68% | -11.5% |
| RY | Buy | ROYAL BK CDA MONTREAL QUE | $1,943,000 | -1.4% | 24,539 | +1.0% | 0.66% | -11.8% |
| T | Buy | AT&T INC | $1,933,000 | +10.6% | 49,468 | +7.2% | 0.65% | -0.9% |
| JNJ | Sell | JOHNSON & JOHNSON | $1,920,000 | +9.7% | 13,164 | -2.7% | 0.65% | -1.8% |
| ABT | Buy | ABBOTT LABS | $1,808,000 | +5.8% | 20,817 | +1.9% | 0.61% | -5.4% |
| TMO | Buy | THERMO FISHER SCIENTIFIC INC | $1,797,000 | +18.8% | 5,531 | +6.5% | 0.61% | +6.5% |
| VZ | Buy | VERIZON COMMUNICATIONS INC | $1,796,000 | +9.2% | 29,247 | +7.3% | 0.61% | -2.4% |
| HON | Buy | HONEYWELL INTL INC | $1,724,000 | +7.8% | 9,743 | +3.1% | 0.58% | -3.5% |
| CVS | Buy | CVS HEALTH CORP | $1,705,000 | +22.6% | 22,955 | +4.1% | 0.58% | +9.5% |
| AEP | Buy | AMERICAN ELEC PWR CO INC | $1,673,000 | +13.6% | 17,701 | +12.6% | 0.57% | +1.6% |
| IJR | Buy | ISHARES TRcore s&p scp etf | $1,654,000 | +30.8% | 19,729 | +21.4% | 0.56% | +16.9% |
| PPL | Sell | PPL CORP | $1,492,000 | +9.8% | 41,572 | -3.7% | 0.50% | -1.8% |
| DHI | Buy | D R HORTON INC | $1,421,000 | +19.1% | 26,942 | +19.1% | 0.48% | +6.4% |
| SPGI | Sell | S&P GLOBAL INC | $1,399,000 | +4.1% | 5,122 | -6.7% | 0.47% | -6.9% |
| BDN | Buy | BRANDYWINE RLTY TRsh ben int new | $1,386,000 | +9.3% | 87,973 | +5.1% | 0.47% | -2.1% |
| DVY | Sell | ISHARES TRselect divid etf | $1,371,000 | +2.9% | 12,972 | -0.7% | 0.46% | -7.8% |
| UTX | Buy | UNITED TECHNOLOGIES CORP | $1,366,000 | +12.8% | 9,123 | +2.8% | 0.46% | +0.9% |
| PH | Buy | PARKER HANNIFIN CORP | $1,344,000 | +14.4% | 6,529 | +0.4% | 0.45% | +2.3% |
| TM | Buy | TOYOTA MOTOR CORP | $1,288,000 | +4.8% | 9,168 | +0.3% | 0.44% | -6.0% |
| TROW | Sell | PRICE T ROWE GROUP INC | $1,202,000 | +6.5% | 9,865 | -0.2% | 0.41% | -4.9% |
| RTN | Buy | RAYTHEON CO | $1,199,000 | +15.4% | 5,456 | +3.0% | 0.40% | +3.1% |
| ABBV | Buy | ABBVIE INC | $1,168,000 | +17.4% | 13,188 | +0.4% | 0.40% | +5.1% |
| MDY | Buy | SPDR S&P MIDCAP 400 ETF TRutser1 s&pdcrp | $1,154,000 | +14.5% | 3,074 | +7.6% | 0.39% | +2.4% |
| NSC | Sell | NORFOLK SOUTHERN CORP | $1,148,000 | +7.9% | 5,916 | -0.1% | 0.39% | -3.5% |
| HYS | Buy | PIMCO ETF TR0-5 high yield | $1,130,000 | +13.1% | 11,333 | +13.2% | 0.38% | +1.3% |
| ADP | Sell | AUTOMATIC DATA PROCESSING IN | $1,106,000 | +2.1% | 6,488 | -3.3% | 0.37% | -8.6% |
| NKE | Buy | NIKE INCcl b | $1,029,000 | +35.8% | 10,156 | +25.9% | 0.35% | +21.7% |
| ITW | Buy | ILLINOIS TOOL WKS INC | $996,000 | +22.5% | 5,546 | +6.8% | 0.34% | +9.8% |
| MAS | Buy | MASCO CORP | $993,000 | +16.8% | 20,688 | +1.5% | 0.34% | +4.7% |
| PG | Buy | PROCTER & GAMBLE CO | $956,000 | +10.8% | 7,654 | +10.3% | 0.32% | -0.9% |
| BA | Buy | BOEING CO | $938,000 | +181.7% | 2,879 | +228.7% | 0.32% | +151.6% |
| BRKB | Sell | BERKSHIRE HATHAWAY INC DELcl b new | $923,000 | +5.8% | 4,073 | -2.9% | 0.31% | -5.2% |
| EEM | Buy | ISHARES TRmsci emg mkt etf | $891,000 | +12.9% | 19,858 | +2.8% | 0.30% | +1.0% |
| CL | Buy | COLGATE PALMOLIVE CO | $856,000 | -1.6% | 12,438 | +5.1% | 0.29% | -12.2% |
| XOM | Buy | EXXON MOBIL CORP | $846,000 | +2.3% | 12,120 | +3.5% | 0.29% | -8.3% |
| SPY | Buy | SPDR S&P 500 ETF TRtr unit | $840,000 | +9.8% | 2,610 | +1.2% | 0.28% | -1.7% |
| PPG | Sell | PPG INDS INC | $824,000 | +8.7% | 6,176 | -3.5% | 0.28% | -2.4% |
| VOO | Buy | VANGUARD INDEX FDS | $818,000 | +37.0% | 2,766 | +26.4% | 0.28% | +22.6% |
| NEE | Sell | NEXTERA ENERGY INC | $807,000 | +1.0% | 3,332 | -2.9% | 0.27% | -9.6% |
| VBK | Buy | VANGUARD INDEX FDSsml cp grw etf | $797,000 | +93.9% | 4,009 | +77.5% | 0.27% | +73.5% |
| TGT | Buy | TARGET CORP | $778,000 | +23.3% | 6,065 | +2.8% | 0.26% | +10.5% |
| IEMG | Buy | ISHARES INCcore msci emkt | $768,000 | +37.9% | 14,295 | +25.8% | 0.26% | +23.8% |
| CAT | Sell | CATERPILLAR INC DEL | $748,000 | +14.5% | 5,067 | -1.9% | 0.25% | +2.4% |
| MTB | Buy | M & T BK CORP | $716,000 | +14.0% | 4,219 | +6.1% | 0.24% | +2.1% |
| DE | Sell | DEERE & CO | $698,000 | -0.1% | 4,027 | -2.9% | 0.24% | -10.6% |
| PLD | Buy | PROLOGIS INC | $644,000 | +19.7% | 7,222 | +14.4% | 0.22% | +7.4% |
| PFE | Buy | PFIZER INC | $592,000 | +12.8% | 15,105 | +3.5% | 0.20% | +1.0% |
| IWM | Buy | ISHARES TRrussell 2000 etf | $590,000 | +11.7% | 3,562 | +2.2% | 0.20% | 0.0% |
| XLK | Sell | SELECT SECTOR SPDR TRtechnology | $586,000 | +12.3% | 6,390 | -1.4% | 0.20% | +0.5% |
| MOGA | Buy | MOOG INCcl a | $583,000 | +5.4% | 6,834 | +0.3% | 0.20% | -5.7% |
| NVDA | Sell | NVIDIA CORP | $575,000 | +31.6% | 2,442 | -2.7% | 0.19% | +17.6% |
| WBT | Sell | WELBILT INC | $570,000 | -20.8% | 36,508 | -14.5% | 0.19% | -29.0% |
| INTC | Buy | INTEL CORP | $571,000 | +31.9% | 9,535 | +13.4% | 0.19% | +17.7% |
| KMB | Buy | KIMBERLY CLARK CORP | $559,000 | +0.5% | 4,066 | +3.8% | 0.19% | -10.0% |
| VGT | Buy | VANGUARD WORLD FDSinf tech etf | $537,000 | +37.0% | 2,193 | +20.6% | 0.18% | +23.0% |
| NUE | Sell | NUCOR CORP | $539,000 | -7.7% | 9,577 | -16.5% | 0.18% | -17.6% |
| UNH | Buy | UNITEDHEALTH GROUP INC | $521,000 | +57.4% | 1,772 | +16.3% | 0.18% | +40.8% |
| BOTZ | Sell | GLOBAL X FDSrbtcs artfl inte | $512,000 | +8.0% | 23,405 | -1.1% | 0.17% | -3.4% |
| KO | Buy | COCA COLA CO | $507,000 | +5.2% | 9,158 | +3.4% | 0.17% | -6.0% |
| TOL | TOLL BROTHERS INC | $505,000 | -3.8% | 12,780 | 0.0% | 0.17% | -13.6% | |
| SCHE | Buy | SCHWAB STRATEGIC TRemrg mkteq etf | $496,000 | +10.5% | 18,126 | +1.5% | 0.17% | -1.2% |
| AGG | Sell | ISHARES TRcore us aggbd et | $492,000 | -1.6% | 4,379 | -1.0% | 0.17% | -12.2% |
| SCHF | Buy | SCHWAB STRATEGIC TRintl eqty etf | $489,000 | +17.8% | 14,553 | +11.7% | 0.16% | +5.1% |
| SCHD | Buy | SCHWAB STRATEGIC TRus dividend eq | $476,000 | +21.7% | 8,217 | +15.1% | 0.16% | +8.8% |
| MRK | Sell | MERCK & CO INC | $461,000 | -5.7% | 5,069 | -12.8% | 0.16% | -15.7% |
| SCHZ | Buy | SCHWAB STRATEGIC TRus aggregate b | $459,000 | +25.1% | 8,598 | +26.1% | 0.16% | +11.5% |
| MMM | Buy | 3M CO | $455,000 | +38.7% | 2,579 | +29.3% | 0.15% | +24.2% |
| XLY | Buy | SELECT SECTOR SPDR TRsbi cons discr | $452,000 | +10.2% | 3,607 | +6.3% | 0.15% | -1.3% |
| HT | HERSHA HOSPITALITY TR | $448,000 | -2.2% | 30,793 | 0.0% | 0.15% | -12.7% | |
| WFC | Buy | WELLS FARGO CO NEW | $447,000 | +10.1% | 8,304 | +3.2% | 0.15% | -1.3% |
| CMI | Sell | CUMMINS INC | $439,000 | +9.8% | 2,453 | -0.3% | 0.15% | -2.0% |
| BMY | New | BRISTOL MYERS SQUIBB CO | $423,000 | – | 6,585 | +100.0% | 0.14% | – |
| IEFA | Buy | ISHARES TRcore msci eafe | $422,000 | +10.8% | 6,476 | +3.9% | 0.14% | -0.7% |
| FDX | Sell | FEDEX CORP | $420,000 | -20.3% | 2,778 | -23.2% | 0.14% | -28.6% |
| DGX | QUEST DIAGNOSTICS INC | $400,000 | -0.2% | 3,749 | 0.0% | 0.14% | -11.2% | |
| SDY | Sell | SPDR SERIES TRUSTs&p divid etf | $391,000 | +3.7% | 3,634 | -1.1% | 0.13% | -7.0% |
| DUK | Sell | DUKE ENERGY CORP NEW | $389,000 | -11.2% | 4,260 | -6.9% | 0.13% | -20.0% |
| SCHB | Sell | SCHWAB STRATEGIC TRus brd mkt etf | $377,000 | +8.0% | 4,907 | -0.2% | 0.13% | -3.8% |
| IJK | New | ISHARES TRs&p mc 400gr etf | $374,000 | – | 1,571 | +100.0% | 0.13% | – |
| IBM | Sell | INTERNATIONAL BUSINESS MACHS | $365,000 | -25.1% | 2,722 | -18.7% | 0.12% | -33.2% |
| LMT | Buy | LOCKHEED MARTIN CORP | $351,000 | +3.5% | 902 | +3.7% | 0.12% | -7.0% |
| VHT | VANGUARD WORLD FDShealth car etf | $350,000 | +14.4% | 1,825 | 0.0% | 0.12% | +1.7% | |
| TRV | TRAVELERS COMPANIES INC | $343,000 | -8.0% | 2,508 | 0.0% | 0.12% | -17.7% | |
| XLF | Sell | SELECT SECTOR SPDR TRsbi int-finl | $328,000 | +3.1% | 10,658 | -6.2% | 0.11% | -7.5% |
| VYM | Sell | VANGUARD WHITEHALL FDS INChigh div yld | $322,000 | -0.9% | 3,432 | -6.4% | 0.11% | -11.4% |
| SCHX | Buy | SCHWAB STRATEGIC TRus lrg cap etf | $316,000 | +11.7% | 4,118 | +3.2% | 0.11% | 0.0% |
| FNDC | Buy | SCHWAB STRATEGIC TRschwb fdt int sc | $317,000 | +10.8% | 9,541 | +2.6% | 0.11% | -0.9% |
| BDX | Buy | BECTON DICKINSON & CO | $311,000 | +10.7% | 1,143 | +3.1% | 0.10% | -0.9% |
| VB | Buy | VANGUARD INDEX FDSsmall cp etf | $295,000 | +25.5% | 1,779 | +16.7% | 0.10% | +12.4% |
| LH | Buy | LABORATORY CORP AMER HLDGS | $291,000 | +4.3% | 1,720 | +3.6% | 0.10% | -6.7% |
| AAL | Sell | AMERICAN AIRLS GROUP INC | $288,000 | +3.6% | 10,045 | -2.4% | 0.10% | -7.6% |
| CMCSA | Buy | COMCAST CORP NEWcl a | $284,000 | +17.4% | 6,307 | +17.7% | 0.10% | +5.5% |
| NFLX | Sell | NETFLIX INC | $283,000 | +7.6% | 874 | -11.0% | 0.10% | -3.0% |
| SBUX | Buy | STARBUCKS CORP | $273,000 | +5.8% | 3,105 | +6.2% | 0.09% | -5.2% |
| HPE | Sell | HEWLETT PACKARD ENTERPRISE C | $261,000 | +1.2% | 16,454 | -3.2% | 0.09% | -9.3% |
| CSCO | New | CISCO SYS INC | $253,000 | – | 5,268 | +100.0% | 0.09% | – |
| SCHA | Buy | SCHWAB STRATEGIC TRus sml cap etf | $250,000 | +17.4% | 3,312 | +8.2% | 0.08% | +6.2% |
| New | US ECOLOGY INC | $240,000 | – | 4,150 | +100.0% | 0.08% | – | |
| VLO | New | VALERO ENERGY CORP NEW | $238,000 | – | 2,545 | +100.0% | 0.08% | – |
| MYL | Sell | MYLAN N V | $230,000 | -34.5% | 11,445 | -35.4% | 0.08% | -41.4% |
| TXN | Buy | TEXAS INSTRS INC | $222,000 | +1.4% | 1,734 | +2.2% | 0.08% | -9.6% |
| C | New | CITIGROUP INC | $222,000 | – | 2,782 | +100.0% | 0.08% | – |
| AMT | Buy | AMERICAN TOWER CORP NEW | $219,000 | +5.8% | 954 | +1.9% | 0.07% | -5.1% |
| VFC | New | V F CORP | $219,000 | – | 2,194 | +100.0% | 0.07% | – |
| MDT | New | MEDTRONIC PLC | $217,000 | – | 1,917 | +100.0% | 0.07% | – |
| F | Buy | FORD MTR CO DEL | $216,000 | +1.4% | 23,264 | +0.1% | 0.07% | -8.8% |
| AGN | Sell | ALLERGAN PLC | $210,000 | +3.4% | 1,100 | -8.7% | 0.07% | -7.8% |
| UN | UNILEVER N V | $203,000 | -4.2% | 3,535 | 0.0% | 0.07% | -13.8% | |
| KBWR | New | INVESCO EXCHNG TRADED FD TRkbw regl bkg | $200,000 | – | 3,707 | +100.0% | 0.07% | – |
| EDIV | New | SPDR INDEX SHS FDSs&p em mkt div | $201,000 | – | 6,269 | +100.0% | 0.07% | – |
| MRO | Sell | MARATHON OIL CORP | $179,000 | -15.6% | 13,148 | -23.9% | 0.06% | -23.8% |
| DXC | Exit | DXC TECHNOLOGY CO | $0 | – | -8,505 | -100.0% | -0.10% | – |
| ECOL | Exit | US ECOLOGY INC | $0 | – | -4,150 | -100.0% | -0.10% | – |
| DVN | Exit | DEVON ENERGY CORP NEW | $0 | – | -13,673 | -100.0% | -0.12% | – |
| CELG | Exit | CELGENE CORP | $0 | – | -3,552 | -100.0% | -0.13% | – |
| STI | Exit | SUNTRUST BKS INC | $0 | – | -39,665 | -100.0% | -1.03% | – |
| BBT | Exit | BB&T CORP | $0 | – | -62,777 | -100.0% | -1.27% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2020-02-07
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 | 2024-02-13 |
| 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 |
| 13F-HR | 2021-11-12 |
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.