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",
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  "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

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HOME DEPOT, INC.

HD|437076102

Shares:—

Value:$2.8M

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

CAPITAL ONE FINANCIAL CORP

COF|14040H105

Shares:—

Value:$2.8M

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

RTX Corp

RTX|75513E101

Shares:—

Value:$2.7M

% of Portfolio:0.4% ($2.7M/$719.5M)

FREEPORT-MCMORAN INC

FCX|35671D857

Shares:—

Value:$2.7M

% of Portfolio:0.4% ($2.7M/$719.5M)

Parker-Hannifin Corp

PH|701094104

Shares:—

Value:$2.6M

% of Portfolio:0.4% ($2.6M/$719.5M)

CONOCOPHILLIPS

COP|20825C104

Shares:—

Value:$2.5M

% of Portfolio:0.3% ($2.5M/$719.5M)

Phillips 66

PSX|718546104

Shares:—

Value:$2.4M

% of Portfolio:0.3% ($2.4M/$719.5M)

808524508

Shares:—

Value:$2.4M

% of Portfolio:0.3% ($2.4M/$719.5M)

THERMO FISHER SCIENTIFIC INC.

TMO|883556102

Shares:—

Value:$2.4M

% of Portfolio:0.3% ($2.4M/$719.5M)

Meta Platforms, Inc.

META|30303M102

Shares:—

Value:$2.3M

% of Portfolio:0.3% ($2.3M/$719.5M)

FIFTH THIRD BANCORP

FITB|316773100

Shares:—

Value:$2.2M

% of Portfolio:0.3% ($2.2M/$719.5M)

PROCTER & GAMBLE Co

PG|742718109

Shares:—

Value:$2.2M

% of Portfolio:0.3% ($2.2M/$719.5M)

PNC FINANCIAL SERVICES GROUP, INC.

PNC|693475105

Shares:—

Value:$2.1M

% of Portfolio:0.3% ($2.1M/$719.5M)

46138J791

Shares:—

Value:$2.1M

% of Portfolio:0.3% ($2.1M/$719.5M)

JOHNSON & JOHNSON

JNJ|478160104

Shares:—

Value:$2.1M

% of Portfolio:0.3% ($2.1M/$719.5M)

CATERPILLAR INC

CAT|149123101

Shares:—

Value:$2.0M

% of Portfolio:0.3% ($2.0M/$719.5M)

Mondelez International, Inc.

MDLZ|609207105

Shares:—

Value:$1.9M

% of Portfolio:0.3% ($1.9M/$719.5M)

46138J783

Shares:—

Value:$1.9M

% of Portfolio:0.3% ($1.9M/$719.5M)

464287622

IWB|464287622

Shares:—

Value:$1.8M

% of Portfolio:0.3% ($1.8M/$719.5M)

GOLDMAN SACHS GROUP INC

GS|38141G104

Shares:—

Value:$1.8M

% of Portfolio:0.3% ($1.8M/$719.5M)

Instrument	Shares		Other Manager	Value	% of Portfolio
HOME DEPOT, INC.(HDcusip437076102)	—	QoQ - YoY -	All Managers (Combined)	$2.8M	0.4% ($2.8M/$719.5M)	QoQ -12.94% (-$414.7K) YoY -29.26% (-$1.2M)
CAPITAL ONE FINANCIAL CORP(COFcusip14040H105)	—	QoQ - YoY -	All Managers (Combined)	$2.8M	0.4% ($2.8M/$719.5M)	QoQ -4.95% (-$144.5K) YoY -2.26% (-$64.2K)
RTX Corp(RTXcusip75513E101)	—	QoQ - YoY -	All Managers (Combined)	$2.7M	0.4% ($2.7M/$719.5M)	QoQ +9.33% (+$234.7K) YoY +19.27% (+$444.0K)
FREEPORT-MCMORAN INC(FCXcusip35671D857)	—	QoQ - YoY -	All Managers (Combined)	$2.7M	0.4% ($2.7M/$719.5M)	QoQ -0.84% (-$22.9K) YoY +4.95% (+$126.9K)
Parker-Hannifin Corp(PHcusip701094104)	—	QoQ - YoY -	All Managers (Combined)	$2.6M	0.4% ($2.6M/$719.5M)	QoQ -6.84% (-$188.1K) YoY -4.89% (-$131.9K)
CONOCOPHILLIPS(COPcusip20825C104)	—	QoQ - YoY -	All Managers (Combined)	$2.5M	0.3% ($2.5M/$719.5M)	QoQ -11.31% (-$320.1K) YoY -38.88% (-$1.6M)
Phillips 66(PSXcusip718546104)	—	QoQ - YoY -	All Managers (Combined)	$2.4M	0.3% ($2.4M/$719.5M)	QoQ -5.47% (-$138.2K) YoY -42.72% (-$1.8M)
(cusip808524508)✕	—	QoQ - YoY -	All Managers (Combined)	$2.4M	0.3% ($2.4M/$719.5M)	QoQ -9.33% (-$243.9K) YoY -12.37% (-$334.4K)
THERMO FISHER SCIENTIFIC INC.(TMOcusip883556102)	—	QoQ - YoY -	All Managers (Combined)	$2.4M	0.3% ($2.4M/$719.5M)	QoQ -14.91% (-$414.5K) YoY -46.58% (-$2.1M)
Meta Platforms, Inc.(METAcusip30303M102)	—	QoQ - YoY -	All Managers (Combined)	$2.3M	0.3% ($2.3M/$719.5M)	QoQ -1.58% (-$36.6K) YoY +21.24% (+$398.0K)
FIFTH THIRD BANCORP(FITBcusip316773100)	—	QoQ - YoY -	All Managers (Combined)	$2.2M	0.3% ($2.2M/$719.5M)	QoQ -14.62% (-$376.3K) YoY -19.98% (-$548.7K)
PROCTER & GAMBLE Co(PGcusip742718109)	—	QoQ - YoY -	All Managers (Combined)	$2.2M	0.3% ($2.2M/$719.5M)	QoQ -7.46% (-$175.5K) YoY -9.08% (-$217.4K)
PNC FINANCIAL SERVICES GROUP, INC.(PNCcusip693475105)	—	QoQ - YoY -	All Managers (Combined)	$2.1M	0.3% ($2.1M/$719.5M)	QoQ -9.73% (-$226.0K) YoY -2.16% (-$46.4K)
(cusip46138J791)✕	—	QoQ - YoY NEW	All Managers (Combined)	$2.1M	0.3% ($2.1M/$719.5M)	QoQ +14.88% (+$269.8K) YoY NEW(+$2.1M)
JOHNSON & JOHNSON(JNJcusip478160104)	—	QoQ - YoY -	All Managers (Combined)	$2.1M	0.3% ($2.1M/$719.5M)	QoQ +5.80% (+$113.5K) YoY -18.40% (-$466.5K)
CATERPILLAR INC(CATcusip149123101)	—	QoQ - YoY -	All Managers (Combined)	$2.0M	0.3% ($2.0M/$719.5M)	QoQ -11.49% (-$260.8K) YoY -12.03% (-$274.6K)
Mondelez International, Inc.(MDLZcusip609207105)	—	QoQ - YoY -	All Managers (Combined)	$1.9M	0.3% ($1.9M/$719.5M)	QoQ +14.41% (+$239.0K) YoY +357.65% (+$1.5M)
(cusip46138J783)✕	—	QoQ - YoY NEW	All Managers (Combined)	$1.9M	0.3% ($1.9M/$719.5M)	QoQ +14.87% (+$240.8K) YoY NEW(+$1.9M)
(IWBcusip464287622)	—	QoQ - YoY -	All Managers (Combined)	$1.8M	0.3% ($1.8M/$719.5M)	QoQ -4.78% (-$92.8K) YoY +7.19% (+$123.8K)
GOLDMAN SACHS GROUP INC(GScusip38141G104)	—	QoQ - YoY -	All Managers (Combined)	$1.8M	0.3% ($1.8M/$719.5M)	QoQ -6.62% (-$128.5K) YoY +10.19% (+$167.6K)