$533 Million is the total value of River Wealth Advisors LLC's 209 reported holdings in Q1 2021. The portfolio turnover from Q4 2020 to Q1 2021 was 0.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| KRNY | KEARNY FINL CORP MD | $2,017,000 | +14.4% | 166,946 | 0.0% | 0.38% | -0.8% | |
| XLY | SELECT SECTOR SPDR TRsbi cons discr | $531,000 | +4.5% | 3,162 | 0.0% | 0.10% | -9.1% | |
| TOL | TOLL BROTHERS INC | $524,000 | +30.7% | 9,230 | 0.0% | 0.10% | +12.6% | |
| SDY | SPDR SER TRs&p divid etf | $476,000 | +11.5% | 4,032 | 0.0% | 0.09% | -3.3% | |
| MGC | VANGUARD WORLD FDmega cap index | $457,000 | +5.1% | 3,257 | 0.0% | 0.09% | -8.5% | |
| SCHD | SCHWAB STRATEGIC TRus dividend eq | $419,000 | +13.9% | 5,741 | 0.0% | 0.08% | -1.2% | |
| NOC | NORTHROP GRUMMAN CORP | $393,000 | +6.2% | 1,213 | 0.0% | 0.07% | -7.5% | |
| VHT | VANGUARD WORLD FDShealth car etf | $385,000 | +2.1% | 1,685 | 0.0% | 0.07% | -11.1% | |
| XLI | SELECT SECTOR SPDR TRsbi int-inds | $348,000 | +11.2% | 3,534 | 0.0% | 0.06% | -4.4% | |
| VO | VANGUARD INDEX FDSmid cap etf | $291,000 | +7.0% | 1,315 | 0.0% | 0.06% | -6.8% |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2021-05-11
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.