River-Wealth-Advisors

AI_NATIVE detailed information: This accession holds the following tickers:[
  null,
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  "KRNY",
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  null,
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  null,
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  null,
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  null,
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  null,
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  null,
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  null,
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  "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

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Merck & Co., Inc.

MRK|58933Y105

Shares:—

Value:$4.9M

% of Portfolio:0.7% ($4.9M/$719.5M)

ORACLE CORP

ORCL|68389X105

Shares:—

Value:$4.8M

% of Portfolio:0.7% ($4.8M/$719.5M)

Air Products & Chemicals, Inc.

APD|009158106

Shares:—

Value:$4.8M

% of Portfolio:0.7% ($4.8M/$719.5M)

LAM RESEARCH CORP

LRCX|512807306

Shares:—

Value:$4.4M

% of Portfolio:0.6% ($4.4M/$719.5M)

AMGEN INC

AMGN|031162100

Shares:—

Value:$4.3M

% of Portfolio:0.6% ($4.3M/$719.5M)

EXXON MOBIL CORP

XOM|30231G102

Shares:—

Value:$4.1M

% of Portfolio:0.6% ($4.1M/$719.5M)

464287507

IJH|464287507

Shares:—

Value:$4.0M

% of Portfolio:0.5% ($4.0M/$719.5M)

TETRA TECH INC

TTEK|88162G103

Shares:—

Value:$3.8M

% of Portfolio:0.5% ($3.8M/$719.5M)

464287705

IJJ|464287705

Shares:—

Value:$3.6M

% of Portfolio:0.5% ($3.6M/$719.5M)

LOWES COMPANIES INC

LOW|548661107

Shares:—

Value:$3.5M

% of Portfolio:0.5% ($3.5M/$719.5M)

CONSTELLATION BRANDS, INC.

STZ|21036P108

Shares:—

Value:$3.5M

% of Portfolio:0.5% ($3.5M/$719.5M)

Alphabet Inc.

GOOG|02079K107

Shares:—

Value:$3.4M

% of Portfolio:0.5% ($3.4M/$719.5M)

PULTEGROUP INC/MI/

PHM|745867101

Shares:—

Value:$3.2M

% of Portfolio:0.4% ($3.2M/$719.5M)

AbbVie Inc.

ABBV|00287Y109

Shares:—

Value:$3.2M

% of Portfolio:0.4% ($3.2M/$719.5M)

MARSH & MCLENNAN COMPANIES, INC.

MMC|571748102

Shares:—

Value:$3.1M

% of Portfolio:0.4% ($3.1M/$719.5M)

Constellation Energy Corp

CEG|21037T109

Shares:—

Value:$3.1M

% of Portfolio:0.4% ($3.1M/$719.5M)

922908652

VXF|922908652

Shares:—

Value:$3.0M

% of Portfolio:0.4% ($3.0M/$719.5M)

INVESCO QQQ TRUST, SERIES 1

QQQ|46090E103

Shares:—

Value:$2.9M

% of Portfolio:0.4% ($2.9M/$719.5M)

TE Connectivity plc

TEL|G87052109

Shares:—

Value:$2.9M

% of Portfolio:0.4% ($2.9M/$719.5M)

LINDE PLC

LIN|G54950103

Shares:—

Value:$2.8M

% of Portfolio:0.4% ($2.8M/$719.5M)

Instrument	Shares		Other Manager	Value	% of Portfolio
Merck & Co., Inc.(MRKcusip58933Y105)	—	QoQ - YoY -	All Managers (Combined)	$4.9M	0.7% ($4.9M/$719.5M)	QoQ +5.06% (+$234.4K) YoY -1.60% (-$79.4K)
ORACLE CORP(ORCLcusip68389X105)	—	QoQ - YoY -	All Managers (Combined)	$4.8M	0.7% ($4.8M/$719.5M)	QoQ -17.56% (-$1.0M) YoY +5.82% (+$266.5K)
Air Products & Chemicals, Inc.(APDcusip009158106)	—	QoQ - YoY -	All Managers (Combined)	$4.8M	0.7% ($4.8M/$719.5M)	QoQ -4.18% (-$209.5K) YoY -5.93% (-$302.7K)
LAM RESEARCH CORP(LRCXcusip512807306)	—	QoQ - YoY NEW	All Managers (Combined)	$4.4M	0.6% ($4.4M/$719.5M)	QoQ -6.06% (-$282.6K) YoY NEW(+$4.4M)
AMGEN INC(AMGNcusip031162100)	—	QoQ - YoY -	All Managers (Combined)	$4.3M	0.6% ($4.3M/$719.5M)	QoQ +17.47% (+$644.3K) YoY +2.42% (+$102.6K)
EXXON MOBIL CORP(XOMcusip30231G102)	—	QoQ - YoY -	All Managers (Combined)	$4.1M	0.6% ($4.1M/$719.5M)	QoQ +16.22% (+$566.8K) YoY +43.99% (+$1.2M)
(IJHcusip464287507)	—	QoQ - YoY -	All Managers (Combined)	$4.0M	0.5% ($4.0M/$719.5M)	QoQ -7.35% (-$313.8K) YoY -8.26% (-$356.4K)
TETRA TECH INC(TTEKcusip88162G103)	—	QoQ - YoY -	All Managers (Combined)	$3.8M	0.5% ($3.8M/$719.5M)	QoQ -23.69% (-$1.2M) YoY +4.04% (+$146.3K)
(IJJcusip464287705)	—	QoQ - YoY -	All Managers (Combined)	$3.6M	0.5% ($3.6M/$719.5M)	QoQ -5.45% (-$206.1K) YoY -7.21% (-$277.9K)
LOWES COMPANIES INC(LOWcusip548661107)	—	QoQ - YoY -	All Managers (Combined)	$3.5M	0.5% ($3.5M/$719.5M)	QoQ -10.33% (-$405.6K) YoY -55.96% (-$4.5M)
CONSTELLATION BRANDS, INC.(STZcusip21036P108)	—	QoQ - YoY -	All Managers (Combined)	$3.5M	0.5% ($3.5M/$719.5M)	QoQ -19.51% (-$838.3K) YoY -32.22% (-$1.6M)
Alphabet Inc.(GOOGcusip02079K107)	—	QoQ - YoY -	All Managers (Combined)	$3.4M	0.5% ($3.4M/$719.5M)	QoQ -25.92% (-$1.2M) YoY -21.54% (-$926.6K)
PULTEGROUP INC/MI/(PHMcusip745867101)	—	QoQ - YoY -	All Managers (Combined)	$3.2M	0.4% ($3.2M/$719.5M)	QoQ -6.90% (-$237.7K) YoY -30.52% (-$1.4M)
AbbVie Inc.(ABBVcusip00287Y109)	—	QoQ - YoY -	All Managers (Combined)	$3.2M	0.4% ($3.2M/$719.5M)	QoQ +12.25% (+$349.1K) YoY +9.73% (+$283.7K)
MARSH & MCLENNAN COMPANIES, INC.(MMCcusip571748102)	—	QoQ - YoY -	All Managers (Combined)	$3.1M	0.4% ($3.1M/$719.5M)	QoQ +9.64% (+$276.7K) YoY +3.96% (+$120.1K)
Constellation Energy Corp(CEGcusip21037T109)	—	QoQ - YoY NEW	All Managers (Combined)	$3.1M	0.4% ($3.1M/$719.5M)	QoQ +1116.17% (+$2.8M) YoY NEW(+$3.1M)
(VXFcusip922908652)	—	QoQ - YoY -	All Managers (Combined)	$3.0M	0.4% ($3.0M/$719.5M)	QoQ -14.94% (-$523.2K) YoY -16.40% (-$584.0K)
INVESCO QQQ TRUST, SERIES 1(QQQcusip46090E103)	—	QoQ - YoY -	All Managers (Combined)	$2.9M	0.4% ($2.9M/$719.5M)	QoQ -9.35% (-$295.8K) YoY -17.72% (-$617.0K)
TE Connectivity plc(TELcusipG87052109)	—	QoQ - YoY NEW	All Managers (Combined)	$2.9M	0.4% ($2.9M/$719.5M)	QoQ -4.07% (-$121.4K) YoY NEW(+$2.9M)
LINDE PLC(LINcusipG54950103)	—	QoQ - YoY -	All Managers (Combined)	$2.8M	0.4% ($2.8M/$719.5M)	QoQ +0.28% (+$8.0K) YoY -19.11% (-$667.2K)