River Wealth Advisors LLC
CIK 1642570 · Holdings on Mar 31, 2024 · First reported May 14, 2024
Top ten holdings
Q1 2024- IWM6.40%
- MSFT4.44%
- AAPL4.40%
- IWR4.19%
- IVV3.52%
- NVDA2.87%
- VEU2.66%
- SLQD2.42%
- CWB2.26%
- AMZN2.07%
Share classes counted separately35.23%
Portfolio value by quarter
What changed this quarter?
Within preview · weight change- NVDAWeight increased · +1.24 pp1.63% → 2.87%Shares +1.29K (+6.29%)
- AAPLWeight decreased · -0.99 pp5.39% → 4.40%Shares +1.06K (+0.60%)
- VEUWeight decreased · -0.50 pp3.16% → 2.66%Shares -39.73K (-11.28%)
Weight = security value ÷ total reported holdings value. Changes are in percentage points; price moves also affect weights, so they are not trade sizes.
Top 10 holdings 30
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | IWMISHARES RUSSELL 2000 ETFRUSSELL 2000 ETF View history and evidence | $44.05M | 6.40% | 209.45K shares | 6.32% → 6.40%+0.08 pp +12.11K (+6.14%) | Added | ↗▾ |
| 02 | MSFTMICROSOFT CORP View history and evidence | $30.57M | 4.44% | 72.66K shares | 4.26% → 4.44%+0.18 pp +1.71K (+2.42%) | Added | ↗▾ |
| 03 | AAPLAPPLE INC View history and evidence | $30.25M | 4.40% | 176.43K shares | 5.39% → 4.40%-0.99 pp +1.06K (+0.60%) | Added | ↗▾ |
| 04 | IWRISHARES RUSSELL MID-CAP ETFRUS MID CAP ETF View history and evidence | $28.82M | 4.19% | 342.71K shares | 4.04% → 4.19%+0.15 pp +17.36K (+5.34%) | Added | ↗▾ |
| 05 | IVVISHARES CORE S&P 500 ETFCORE S&P500 ETF View history and evidence | $24.21M | 3.52% | 46.05K shares | 3.90% → 3.52%-0.38 pp -5.12K (-10.00%) | Reduced | ↗▾ |
| 06 | NVDANVIDIA CORP View history and evidence | $19.77M | 2.87% | 21.88K shares | 1.63% → 2.87%+1.24 pp +1.29K (+6.29%) | Added | ↗▾ |
| 07 | VEUVANGUARD FTSE ALL-WORLD EX-UALLWRLD EX US View history and evidence | $18.33M | 2.66% | 312.45K shares | 3.16% → 2.66%-0.50 pp -39.73K (-11.28%) | Reduced | ↗▾ |
| 08 | SLQDISHARES 0-5 YR INV GRD CORP0-5YR INVT GR CP View history and evidence | $16.63M | 2.42% | 337.92K shares | 2.75% → 2.42%-0.33 pp -11.80K (-3.37%) | Reduced | ↗▾ |
| 09 | CWBSS SPDR BB CONV SEC ETFBBG CONV SEC ETF View history and evidence | $15.53M | 2.26% | 212.63K shares | 2.39% → 2.26%-0.13 pp +5.00K (+2.41%) | Added | ↗▾ |
| 10 | AMZNAMAZON.COM INC View history and evidence | $14.21M | 2.07% | 78.76K shares | 1.84% → 2.07%+0.23 pp +2.91K (+3.84%) | Added | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 14
| Security | Type | Shares out | Value out | Previous filing | This filing |
|---|---|---|---|---|---|
| USB US BANCORP | Non-derivative | -31,938 | -$1.38M | SEC filing ↗ | SEC filing ↗ |
| VONG VANGUARD RUSSELL 1000 GROWTH | Non-derivative | -17,076 | -$1.33M | SEC filing ↗ | SEC filing ↗ |
| BIL SS SPDR BB 1-3M T-BILL ETF | Non-derivative | -7,595 | -$694.11K | SEC filing ↗ | SEC filing ↗ |
3 / 14 preview exits. Up to 30 exit records are previewed. Exit means absent from the current filing; execution date, price and proceeds are unknown.
Every number has a source.
CIK 1642570 · Period 2024-03-31
Data loaded 2026-09-23 · First reported 2024-05-14
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 687945414
}Research all 208 reported holdings.
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