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
Filing Details
13F-HR • 2025-03-31- 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
- Manager Name
- River-Wealth-Advisors
Data Enrichment
89% identified175 identified22 unidentified
Holdings
197 positions • $719.5M total value
Manager:
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Page 5 of 10
46138J643
Shares:—
Value:$1.2M
% of Portfolio:0.2% ($1.2M/$719.5M)
46138J429
Shares:—
Value:$1.2M
% of Portfolio:0.2% ($1.2M/$719.5M)
46138J460
Shares:—
Value:$1.2M
% of Portfolio:0.2% ($1.2M/$719.5M)
46138J577
Shares:—
Value:$1.2M
% of Portfolio:0.2% ($1.2M/$719.5M)
46139W858
Shares:—
Value:$1.1M
% of Portfolio:0.2% ($1.1M/$719.5M)
Instrument | Shares | Other Manager | Value | % of Portfolio | ||
|---|---|---|---|---|---|---|
| — | All Managers (Combined) | $1.8M | 0.3% ($1.8M/$719.5M) | |||
| — | All Managers (Combined) | $1.8M | 0.2% ($1.8M/$719.5M) | |||
| — | All Managers (Combined) | $1.7M | 0.2% ($1.7M/$719.5M) | |||
| — | All Managers (Combined) | $1.7M | 0.2% ($1.7M/$719.5M) | |||
| — | All Managers (Combined) | $1.7M | 0.2% ($1.7M/$719.5M) | |||
| — | All Managers (Combined) | $1.6M | 0.2% ($1.6M/$719.5M) | |||
| — | All Managers (Combined) | $1.5M | 0.2% ($1.5M/$719.5M) | |||
| — | All Managers (Combined) | $1.5M | 0.2% ($1.5M/$719.5M) | |||
FEDEX CORP(FDXcusip31428X106) | — | All Managers (Combined) | $1.5M | 0.2% ($1.5M/$719.5M) | ||
S&P Global Inc.(SPGIcusip78409V104) | — | All Managers (Combined) | $1.4M | 0.2% ($1.4M/$719.5M) | ||
QUALCOMM INC/DE(QCOMcusip747525103) | — | All Managers (Combined) | $1.4M | 0.2% ($1.4M/$719.5M) | ||
| — | All Managers (Combined) | $1.3M | 0.2% ($1.3M/$719.5M) | |||
| — | All Managers (Combined) | $1.2M | 0.2% ($1.2M/$719.5M) | |||
(cusip46138J643)✕ | — | QoQ - YoY NEW | All Managers (Combined) | $1.2M | 0.2% ($1.2M/$719.5M) | YoY NEW(+$1.2M) |
(cusip46138J429)✕ | — | QoQ - YoY NEW | All Managers (Combined) | $1.2M | 0.2% ($1.2M/$719.5M) | YoY NEW(+$1.2M) |
| — | All Managers (Combined) | $1.2M | 0.2% ($1.2M/$719.5M) | |||
(cusip46138J460)✕ | — | QoQ - YoY NEW | All Managers (Combined) | $1.2M | 0.2% ($1.2M/$719.5M) | YoY NEW(+$1.2M) |
(cusip46138J577)✕ | — | QoQ - YoY NEW | All Managers (Combined) | $1.2M | 0.2% ($1.2M/$719.5M) | YoY NEW(+$1.2M) |
| — | All Managers (Combined) | $1.2M | 0.2% ($1.2M/$719.5M) | |||
(cusip46139W858)✕ | — | QoQ - YoY NEW | All Managers (Combined) | $1.1M | 0.2% ($1.1M/$719.5M) | YoY NEW(+$1.1M) |