River Wealth Advisors LLC
CIK 1642570 · Holdings on Dec 31, 2024 · First reported Feb 13, 2025
Top ten holdings
Q4 2024- IWM6.88%
- AAPL5.86%
- IWR4.49%
- MSFT4.37%
- IVV3.83%
- NVDA3.72%
- GOOGL2.60%
- ACN2.30%
- CWB2.30%
- AMZN2.20%
Share classes counted separately38.55%
Portfolio value by quarter
What changed this quarter?
Within preview · weight change- CRMWeight increased · +1.18 pp0.45% → 1.63%Shares +24.47K (+200.14%)
- SLQDWeight decreased · -1.11 pp2.15% → 1.04%Shares -162.25K (-50.63%)
- TTWOWeight increased · +0.60 pp0.29% → 0.89%Shares +22.22K (+155.30%)
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 | $51.92M | 6.88% | 234.99K shares | 6.60% → 6.88%+0.28 pp +10.97K (+4.90%) | Added | ↗▾ |
| 02 | AAPLAPPLE INC View history and evidence | $44.19M | 5.86% | 176.45K shares | 5.50% → 5.86%+0.36 pp -665 (-0.38%) | Reduced | ↗▾ |
| 03 | IWRISHARES RUSSELL MID-CAP ETFRUS MID CAP ETF View history and evidence | $33.90M | 4.49% | 383.50K shares | 4.29% → 4.49%+0.20 pp +18.55K (+5.08%) | Added | ↗▾ |
| 04 | MSFTMICROSOFT CORP View history and evidence | $32.95M | 4.37% | 78.18K shares | 4.35% → 4.37%+0.02 pp +2.33K (+3.07%) | Added | ↗▾ |
| 05 | IVVISHARES CORE S&P 500 ETFCORE S&P500 ETF View history and evidence | $28.92M | 3.83% | 49.13K shares | 3.77% → 3.83%+0.06 pp +125 (+0.26%) | Added | ↗▾ |
| 06 | NVDANVIDIA CORP View history and evidence | $28.04M | 3.72% | 208.78K shares | 3.50% → 3.72%+0.22 pp -7.24K (-3.35%) | Reduced | ↗▾ |
| 07 | GOOGLALPHABET INC-CL ACAP STK CL A View history and evidence | $19.58M | 2.60% | 103.44K shares | 2.08% → 2.60%+0.52 pp +9.46K (+10.07%) | Added | ↗▾ |
| 08 | ACNACCENTURE PLC-CL ASHS CLASS A View history and evidence | $17.39M | 2.30% | 49.43K shares | 1.95% → 2.30%+0.35 pp +8.00K (+19.32%) | Added | ↗▾ |
| 09 | CWBSS SPDR BB CONV SEC ETFBBG CONV SEC ETF View history and evidence | $17.33M | 2.30% | 222.45K shares | 2.21% → 2.30%+0.09 pp +5.98K (+2.76%) | Added | ↗▾ |
| 10 | AMZNAMAZON.COM INC View history and evidence | $16.57M | 2.20% | 75.52K shares | 1.87% → 2.20%+0.33 pp +126 (+0.17%) | Added | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 16
| Security | Type | Shares out | Value out | Previous filing | This filing |
|---|---|---|---|---|---|
| BSCO INVESCO BULLETSHARES 2024 CB | Non-derivative | -28,881 | -$609.97K | SEC filing ↗ | SEC filing ↗ |
| AGG ISHARES CORE U.S. AGGREGATE | Non-derivative | -4,102 | -$415.41K | SEC filing ↗ | SEC filing ↗ |
| RSP INVESCO S&P 500 EQUAL WEIGHT | Non-derivative | -1,732 | -$310.31K | SEC filing ↗ | SEC filing ↗ |
3 / 16 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 2024-12-31
Data loaded 2026-09-23 · First reported 2025-02-13
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 754446168
}Research all 206 reported holdings.
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