River-Wealth-Advisors

AI_NATIVE detailed information: This accession holds the following tickers:[
  null,
  null,
  "KRNY",
  "TROW",
  "ARW",
  "ACN",
  "ABT",
  "ABBV",
  "APD",
  "MOG-A",
  "GOOGL",
  "BLK",
  "CAT",
  "AVGO",
  "LOW",
  "BRO",
  "COF",
  "CMI",
  null,
  "FCX",
  "FITB",
  "GD",
  "HON",
  "HD",
  "MCD",
  "UNP",
  "QCOM",
  "ITW",
  "AMAT",
  null,
  "META",
  null,
  "IJH",
  null,
  null,
  null,
  null,
  "LRCX",
  "IWS",
  "LIN",
  null,
  null,
  "MPC",
  "MMC",
  "MA",
  "MSFT",
  "MDLZ",
  "MS",
  "TMUS",
  "HSY",
  "AMP",
  "IJR",
  "ORCL",
  "VHT",
  "EEM",
  "IWF",
  "PEP",
  "PNC",
  "IEMG",
  "IJK",
  "IVV",
  "PHM",
  "UNH",
  "AAPL",
  "SPY",
  "NVDA",
  "GS",
  "PG",
  "MRK",
  null,
  "MKC",
  "AMGN",
  "MAS",
  "DGX",
  "PPG",
  "IEFA",
  "SPGI",
  "RY",
  null,
  "RTX",
  null,
  "SYK",
  "SNPS",
  "TEL",
  "CI",
  "TXN",
  "TM",
  "TMO",
  "TJX",
  "TFC",
  "TRV",
  "UL",
  "VO",
  "VXF",
  "SCHW",
  "VWO",
  "TRGP",
  "IWO",
  null,
  "VYM",
  "MGC",
  null,
  "TT",
  "AON",
  "TOL",
  "AVY",
  "ALLE",
  "SDY",
  null,
  "WSO",
  "AJG",
  "WM",
  "IWR",
  "IR",
  null,
  "CAH",
  "PEG",
  "DHI",
  "AMZN",
  "TTWO",
  null,
  null,
  "VEU",
  "VGT",
  "VUG",
  "VEA",
  "VBK",
  "VBR",
  "VB",
  "VOO",
  "VTV",
  "V",
  "WMT",
  "WFC",
  "MTB",
  "SCHD",
  "DVY",
  null,
  null,
  "SCHA",
  "NSC",
  "SO",
  "PPL",
  "PSX",
  "CRM",
  "ZBH",
  "DGRO",
  "MCK",
  "NUE",
  "FDX",
  "KMB",
  "ADP",
  "BAC",
  "BRK-B",
  "BMY",
  "BR",
  "CCJ",
  "CARR",
  "CSL",
  "CVX",
  "CB",
  "CMG",
  "CSCO",
  "KO",
  "CL",
  "COP",
  "STZ",
  "CEG",
  "COST",
  "DHR",
  "DE",
  "DFAC",
  "DFS",
  "DLR",
  "EWJ",
  "IJJ",
  "EFA",
  "TTEK",
  "IWB",
  "NEE",
  "QQQ",
  "IWM",
  "MDY",
  "DIS",
  "ELV",
  "ETN",
  "GOOG",
  "XOM",
  "JNJ",
  "LLY",
  "TSLA",
  "PLD",
  "NFLX",
  "PH",
  "XLK",
  "VTI",
  "JPM"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-05-14
Total Holdings: 197
Total Value: 719518181
Accession Number: 0001642570-25-000006
Form Type: 13F-HR
CIK: river-wealth-advisors
Manager Name: River-Wealth-Advisors

Data Enrichment

89% identified

175 identified22 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

197 positions • $719.5M total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

Page 10 of 10

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81369Y407

Shares:—

Value:$274.7K

% of Portfolio:0.0% ($274.7K/$719.5M)

ZIMMER BIOMET HOLDINGS, INC.

ZBH|98956P102

Shares:—

Value:$263.2K

% of Portfolio:0.0% ($263.2K/$719.5M)

MCCORMICK & CO INC

MKC|579780206

Shares:—

Value:$261.7K

% of Portfolio:0.0% ($261.7K/$719.5M)

WATSCO INC

WSO|942622200

Shares:—

Value:$254.2K

% of Portfolio:0.0% ($254.2K/$719.5M)

922908611

VBR|922908611

Shares:—

Value:$249.8K

% of Portfolio:0.0% ($249.8K/$719.5M)

AMERIPRISE FINANCIAL INC

AMP|03076C106

Shares:—

Value:$249.8K

% of Portfolio:0.0% ($249.8K/$719.5M)

SYNOPSYS INC

SNPS|871607107

Shares:—

Value:$247.4K

% of Portfolio:0.0% ($247.4K/$719.5M)

25434V708

DFAC|25434V708

Shares:—

Value:$244.2K

% of Portfolio:0.0% ($244.2K/$719.5M)

464287473

IWS|464287473

Shares:—

Value:$235.4K

% of Portfolio:0.0% ($235.4K/$719.5M)

464287648

IWO|464287648

Shares:—

Value:$235.1K

% of Portfolio:0.0% ($235.1K/$719.5M)

CUMMINS INC

CMI|231021106

Shares:—

Value:$227.6K

% of Portfolio:0.0% ($227.6K/$719.5M)

BROADRIDGE FINANCIAL SOLUTIONS, INC.

BR|11133T103

Shares:—

Value:$226.7K

% of Portfolio:0.0% ($226.7K/$719.5M)

APPLIED MATERIALS INC /DE

AMAT|038222105

Shares:—

Value:$225.3K

% of Portfolio:0.0% ($225.3K/$719.5M)

CARDINAL HEALTH INC

CAH|14149Y108

Shares:—

Value:$208.0K

% of Portfolio:0.0% ($208.0K/$719.5M)

NUCOR CORP

NUE|670346105

Shares:—

Value:$204.3K

% of Portfolio:0.0% ($204.3K/$719.5M)

315912808

Shares:—

Value:$204.2K

% of Portfolio:0.0% ($204.2K/$719.5M)

Tesla, Inc.

TSLA|88160R101

Shares:—

Value:$202.7K

% of Portfolio:0.0% ($202.7K/$719.5M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(cusip81369Y407)✕	—	QoQ - YoY -	All Managers (Combined)	$274.7K	0.0% ($274.7K/$719.5M)	QoQ -12.42% (-$39.0K) YoY +0.17% (+$487)
ZIMMER BIOMET HOLDINGS, INC.(ZBHcusip98956P102)	—	QoQ - YoY -	All Managers (Combined)	$263.2K	0.0% ($263.2K/$719.5M)	QoQ -10.86% (-$32.1K) YoY -46.67% (-$230.3K)
MCCORMICK & CO INC(MKCcusip579780206)	—	QoQ - YoY -	All Managers (Combined)	$261.7K	0.0% ($261.7K/$719.5M)	QoQ +1.12% (+$2.9K) YoY -19.43% (-$63.2K)
WATSCO INC(WSOcusip942622200)	—	QoQ - YoY -	All Managers (Combined)	$254.2K	0.0% ($254.2K/$719.5M)	QoQ +6.83% (+$16.3K) YoY +7.55% (+$17.9K)
(VBRcusip922908611)	—	QoQ - YoY NEW	All Managers (Combined)	$249.8K	0.0% ($249.8K/$719.5M)	QoQ -6.76% (-$18.1K) YoY NEW(+$249.8K)
AMERIPRISE FINANCIAL INC(AMPcusip03076C106)	—	QoQ - YoY -	All Managers (Combined)	$249.8K	0.0% ($249.8K/$719.5M)	QoQ -9.60% (-$26.5K) YoY +14.17% (+$31.0K)
SYNOPSYS INC(SNPScusip871607107)	—	QoQ - YoY -	All Managers (Combined)	$247.4K	0.0% ($247.4K/$719.5M)	QoQ -11.64% (-$32.6K) YoY -37.70% (-$149.7K)
(DFACcusip25434V708)	—	QoQ - YoY NEW	All Managers (Combined)	$244.2K	0.0% ($244.2K/$719.5M)	QoQ -4.62% (-$11.8K) YoY NEW(+$244.2K)
(IWScusip464287473)	—	QoQ - YoY -	All Managers (Combined)	$235.4K	0.0% ($235.4K/$719.5M)	QoQ -2.60% (-$6.3K) YoY +13.16% (+$27.4K)
(IWOcusip464287648)	—	QoQ - YoY -	All Managers (Combined)	$235.1K	0.0% ($235.1K/$719.5M)	QoQ -11.21% (-$29.7K) YoY +7.57% (+$16.6K)
CUMMINS INC(CMIcusip231021106)	—	QoQ - YoY -	All Managers (Combined)	$227.6K	0.0% ($227.6K/$719.5M)	QoQ -15.11% (-$40.5K) YoY +1.48% (+$3.3K)
BROADRIDGE FINANCIAL SOLUTIONS, INC.(BRcusip11133T103)	—	QoQ - YoY -	All Managers (Combined)	$226.7K	0.0% ($226.7K/$719.5M)	QoQ -0.22% (-$520) YoY -8.92% (-$22.2K)
APPLIED MATERIALS INC /DE(AMATcusip038222105)	—	QoQ - YoY -	All Managers (Combined)	$225.3K	0.0% ($225.3K/$719.5M)	QoQ -10.76% (-$27.2K) YoY -40.12% (-$151.0K)
CARDINAL HEALTH INC(CAHcusip14149Y108)	—	QoQ NEW YoY NEW	All Managers (Combined)	$208.0K	0.0% ($208.0K/$719.5M)	QoQ NEW(+$208.0K) YoY NEW(+$208.0K)
NUCOR CORP(NUEcusip670346105)	—	QoQ - YoY -	All Managers (Combined)	$204.3K	0.0% ($204.3K/$719.5M)	QoQ -0.29% (-$607) YoY -50.21% (-$206.1K)
(cusip315912808)✕	—	QoQ - YoY NEW	All Managers (Combined)	$204.2K	0.0% ($204.2K/$719.5M)	QoQ -10.51% (-$24.0K) YoY NEW(+$204.2K)
Tesla, Inc.(TSLAcusip88160R101)	—	QoQ - YoY -	All Managers (Combined)	$202.7K	0.0% ($202.7K/$719.5M)	QoQ -34.99% (-$109.1K) YoY -7.91% (-$17.4K)