HoldingsChannel.com
| Entity | Amount | Change
09/30/2023 to 12/31/2023 |
Position Size ($ in 1000's) |
|---|---|---|---|
 ISHARES TR (IWM) |
197,342 | +17,479 | $39,609 |
| IWM | 197,342 | +17,479 | $39,609 |
| APPLE INC |
175,369 | -2,073 | $33,764 |
| AAPL | 175,369 | -2,073 | $33,764 |
| MICROSOFT CORP |
70,948 | -1,379 | $26,679 |
| MSFT | 70,948 | -1,379 | $26,679 |
| ISHARES TR (IWR) |
325,349 | +17,073 | $25,289 |
| IWR | 325,349 | +17,073 | $25,289 |
| ISHARES TR (IVV) |
51,164 | +5,003 | $24,437 |
| IVV | 51,164 | +5,003 | $24,437 |
| VANGUARD INTL EQUITY INDEX F (VEU) |
352,181 | +5,146 | $19,771 |
| VEU | 352,181 | +5,146 | $19,771 |
| ISHARES TR (SLQD) |
349,722 | -5,154 | $17,206 |
| SLQD | 349,722 | -5,154 | $17,206 |
| SPDR SER TR (CWB) |
207,628 | +3,677 | $14,980 |
| CWB | 207,628 | +3,677 | $14,980 |
| ACCENTURE PLC IRELAND |
36,014 | +516 | $12,638 |
| ACN | 36,014 | +516 | $12,638 |
| VISA INC |
48,225 | +219 | $12,555 |
| V | 48,225 | +219 | $12,555 |
| ALPHABET INC |
87,496 | -1,525 | $12,222 |
| GOOGL | 87,496 | -1,525 | $12,222 |
| AMAZON COM INC |
75,849 | +673 | $11,524 |
| AMZN | 75,849 | +673 | $11,524 |
| NVIDIA CORPORATION |
20,586 | +2,173 | $10,195 |
| NVDA | 20,586 | +2,173 | $10,195 |
| JPMORGAN CHASE & CO |
59,431 | +1,982 | $10,109 |
| JPM | 59,431 | +1,982 | $10,109 |
| ISHARES INC (IEMG) |
172,384 | +9,276 | $8,719 |
| IEMG | 172,384 | +9,276 | $8,719 |
| D R HORTON INC |
55,636 | +930 | $8,456 |
| DHI | 55,636 | +930 | $8,456 |
| PEPSICO INC |
46,369 | +373 | $7,875 |
| PEP | 46,369 | +373 | $7,875 |
| LAM RESEARCH CORP |
9,328 | +1,204 | $7,307 |
| LRCX | 9,328 | +1,204 | $7,307 |
| STRYKER CORPORATION |
24,208 | -883 | $7,249 |
| SYK | 24,208 | -883 | $7,249 |
| LOWES COS INC |
31,284 | +1,143 | $6,962 |
| LOW | 31,284 | +1,143 | $6,962 |
| ELEVANCE HEALTH INC |
14,700 | -213 | $6,932 |
| ELV | 14,700 | -213 | $6,932 |
| EATON CORP PLC |
28,302 | +228 | $6,816 |
| ETN | 28,302 | +228 | $6,816 |
| CARLISLE COS INC |
20,606 | -388 | $6,438 |
| CSL | 20,606 | -388 | $6,438 |
| TJX COS INC NEW |
64,973 | +5,193 | $6,095 |
| TJX | 64,973 | +5,193 | $6,095 |
| BANK AMERICA CORP |
179,748 | +1,077 | $6,052 |
| BAC | 179,748 | +1,077 | $6,052 |
| AIR PRODS & CHEMS INC |
21,129 | -399 | $5,785 |
| APD | 21,129 | -399 | $5,785 |
| MASTERCARD INCORPORATED |
13,452 | -118 | $5,737 |
| MA | 13,452 | -118 | $5,737 |
| VANGUARD INDEX FDS (VBK) |
22,643 | -454 | $5,474 |
| VBK | 22,643 | -454 | $5,474 |
| CENCORA INC |
30,213 | -624 | $5,438 |
| ABC | 30,213 | -624 | $5,438 |
| UNITEDHEALTH GROUP INC |
10,185 | +335 | $5,362 |
| UNH | 10,185 | +335 | $5,362 |
| ADVANCED MICRO DEVICES INC |
35,045 | +3,433 | $5,166 |
| AMD | 35,045 | +3,433 | $5,166 |
| THERMO FISHER SCIENTIFIC INC |
9,707 | -208 | $5,152 |
| TMO | 9,707 | -208 | $5,152 |
| DISNEY WALT CO |
56,568 | +1,056 | $5,108 |
| DIS | 56,568 | +1,056 | $5,108 |
| CHEVRON CORP NEW |
32,037 | -982 | $4,779 |
| CVX | 32,037 | -982 | $4,779 |
| CHUBB LIMITED |
20,334 | +791 | $4,595 |
| CB | 20,334 | +791 | $4,595 |
| TRANE TECHNOLOGIES PLC |
18,633 | -793 | $4,544 |
| TT | 18,633 | -793 | $4,544 |
| AMGEN INC |
15,326 | -891 | $4,414 |
| AMGN | 15,326 | -891 | $4,414 |
| CONSTELLATION BRANDS INC |
18,098 | +144 | $4,375 |
| STZ | 18,098 | +144 | $4,375 |
| CVS HEALTH CORP |
54,952 | +1,947 | $4,339 |
| CVS | 54,952 | +1,947 | $4,339 |
| TE CONNECTIVITY LTD |
30,590 | -1,586 | $4,298 |
| TEL | 30,590 | -1,586 | $4,298 |
| ISHARES TR (IJH) |
15,034 | +832 | $4,167 |
| IJH | 15,034 | +832 | $4,167 |
| ALPHABET INC |
29,239 | +786 | $4,121 |
| GOOG | 29,239 | +786 | $4,121 |
| PULTE GROUP INC |
39,731 | -3,120 | $4,101 |
| PHM | 39,731 | -3,120 | $4,101 |
| COMCAST CORP NEW |
89,413 | +1,517 | $3,921 |
| CMCSA | 89,413 | +1,517 | $3,921 |
| ISHARES TR (IJJ) |
33,447 | +88 | $3,814 |
| IJJ | 33,447 | +88 | $3,814 |
| CONOCOPHILLIPS |
32,333 | -838 | $3,753 |
| COP | 32,333 | -838 | $3,753 |
| MERCK & CO INC |
34,422 | +1,051 | $3,753 |
| MRK | 34,422 | +1,051 | $3,753 |
| T MOBILE US INC |
22,357 | +1,444 | $3,584 |
| TMUS | 22,357 | +1,444 | $3,584 |
| COSTCO WHSL CORP NEW |
5,366 | +354 | $3,542 |
| COST | 5,366 | +354 | $3,542 |
| ORACLE CORP |
33,316 | +94 | $3,513 |
| ORCL | 33,316 | +94 | $3,513 |
See Full List: All Stocks Held By River Wealth Advisors LLC
— Including:
• Biggest new positions
• Biggest exits
• Biggest increased positions
• Biggest decreased positions
See Details: Top 10 Stocks Held By River Wealth Advisors LLC
|
Size ($ in 1000's)
At 12/31/2023: $625,457 At 09/30/2023: $559,015 River Wealth Advisors LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from River Wealth Advisors LLC 13F filings. Link to 13F filings: SEC filings |
