$572 Million is the total value of River Wealth Advisors LLC's 214 reported holdings in Q2 2021. The portfolio turnover from Q1 2021 to Q2 2021 was 0.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| KRNY | KEARNY FINL CORP MD | $1,995,000 | -1.1% | 166,946 | 0.0% | 0.35% | -7.7% | |
| IWB | ISHARES TRrus 1000 etf | $1,486,000 | +8.2% | 6,140 | 0.0% | 0.26% | +0.8% | |
| NSC | NORFOLK SOUTHN CORP | $1,243,000 | -1.2% | 4,684 | 0.0% | 0.22% | -8.1% | |
| HT | HERSHA HOSPITALITY TR | $478,000 | +1.9% | 44,453 | 0.0% | 0.08% | -4.5% | |
| MDY | SPDR S&P MIDCAP 400 ETF TRutser1 s&pdcrp | $456,000 | +3.2% | 929 | 0.0% | 0.08% | -3.6% | |
| VHT | VANGUARD WORLD FDShealth car etf | $416,000 | +8.1% | 1,685 | 0.0% | 0.07% | +1.4% | |
| PYPL | PAYPAL HLDGS INC | $325,000 | +19.9% | 1,114 | 0.0% | 0.06% | +11.8% | |
| TRV | TRAVELERS COMPANIES INC | $328,000 | -0.6% | 2,191 | 0.0% | 0.06% | -8.1% | |
| GD | GENERAL DYNAMICS CORP | $311,000 | +3.7% | 1,654 | 0.0% | 0.05% | -3.6% | |
| BR | BROADRIDGE FINL SOLUTIONS IN | $228,000 | +5.6% | 1,409 | 0.0% | 0.04% | -2.4% | |
| RPM | RPM INTL INC | $213,000 | -3.6% | 2,405 | 0.0% | 0.04% | -9.8% | |
| GERN | GERON CORP | $14,000 | -12.5% | 10,000 | 0.0% | 0.00% | -33.3% |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2021-08-06
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.