River-Wealth-Advisors

AI_NATIVE detailed information: This accession holds the following tickers:[
  null,
  null,
  "KRNY",
  "TROW",
  "ARW",
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  null,
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  null,
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  null,
  null,
  null,
  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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  "TM",
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  "TJX",
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  null,
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  null,
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  null,
  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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AUTOMATIC DATA PROCESSING INC

ADP|053015103

Shares:—

Value:$1.1M

% of Portfolio:0.2% ($1.1M/$719.5M)

81369Y506

Shares:—

Value:$1.1M

% of Portfolio:0.1% ($1.1M/$719.5M)

81369Y803

XLK|81369Y803

Shares:—

Value:$1.1M

% of Portfolio:0.1% ($1.1M/$719.5M)

COLGATE PALMOLIVE CO

CL|194162103

Shares:—

Value:$1.1M

% of Portfolio:0.1% ($1.1M/$719.5M)

CISCO SYSTEMS, INC.

CSCO|17275R102

Shares:—

Value:$1.1M

% of Portfolio:0.1% ($1.1M/$719.5M)

Kearny Financial Corp.

KRNY|48716P108

Shares:—

Value:$1.0M

% of Portfolio:0.1% ($1.0M/$719.5M)

UNILEVER PLC

UL|904767704

Shares:—

Value:$986.7K

% of Portfolio:0.1% ($986.7K/$719.5M)

Prologis, Inc.

PLD|74340W103

Shares:—

Value:$967.4K

% of Portfolio:0.1% ($967.4K/$719.5M)

MCKESSON CORP

MCK|58155Q103

Shares:—

Value:$936.1K

% of Portfolio:0.1% ($936.1K/$719.5M)

46138J825

Shares:—

Value:$927.4K

% of Portfolio:0.1% ($927.4K/$719.5M)

Allegion plc

ALLE|G0176J109

Shares:—

Value:$919.4K

% of Portfolio:0.1% ($919.4K/$719.5M)

46139W825

Shares:—

Value:$913.7K

% of Portfolio:0.1% ($913.7K/$719.5M)

922908751

VB|922908751

Shares:—

Value:$882.2K

% of Portfolio:0.1% ($882.2K/$719.5M)

Walmart Inc.

WMT|931142103

Shares:—

Value:$859.7K

% of Portfolio:0.1% ($859.7K/$719.5M)

Cigna Group

CI|125523100

Shares:—

Value:$830.8K

% of Portfolio:0.1% ($830.8K/$719.5M)

WELLS FARGO & COMPANY/MN

WFC|949746101

Shares:—

Value:$818.6K

% of Portfolio:0.1% ($818.6K/$719.5M)

Ingersoll Rand Inc.

IR|45687V106

Shares:—

Value:$811.5K

% of Portfolio:0.1% ($811.5K/$719.5M)

NORFOLK SOUTHERN CORP

NSC|655844108

Shares:—

Value:$798.2K

% of Portfolio:0.1% ($798.2K/$719.5M)

922908769

VTI|922908769

Shares:—

Value:$790.2K

% of Portfolio:0.1% ($790.2K/$719.5M)

ILLINOIS TOOL WORKS INC

ITW|452308109

Shares:—

Value:$785.2K

% of Portfolio:0.1% ($785.2K/$719.5M)

Instrument	Shares		Other Manager	Value	% of Portfolio
AUTOMATIC DATA PROCESSING INC(ADPcusip053015103)	—	QoQ - YoY -	All Managers (Combined)	$1.1M	0.2% ($1.1M/$719.5M)	QoQ +1.57% (+$17.0K) YoY +6.02% (+$62.1K)
(cusip81369Y506)✕	—	QoQ - YoY -	All Managers (Combined)	$1.1M	0.1% ($1.1M/$719.5M)	QoQ -2.55% (-$28.3K) YoY -15.05% (-$190.7K)
(XLKcusip81369Y803)	—	QoQ - YoY -	All Managers (Combined)	$1.1M	0.1% ($1.1M/$719.5M)	QoQ -12.49% (-$152.8K) YoY -9.70% (-$115.0K)
COLGATE PALMOLIVE CO(CLcusip194162103)	—	QoQ - YoY -	All Managers (Combined)	$1.1M	0.1% ($1.1M/$719.5M)	QoQ -9.28% (-$109.5K) YoY -18.36% (-$240.7K)
CISCO SYSTEMS, INC.(CSCOcusip17275R102)	—	QoQ - YoY -	All Managers (Combined)	$1.1M	0.1% ($1.1M/$719.5M)	QoQ -2.21% (-$24.2K) YoY -15.23% (-$191.9K)
Kearny Financial Corp.(KRNYcusip48716P108)	—	QoQ - YoY -	All Managers (Combined)	$1.0M	0.1% ($1.0M/$719.5M)	QoQ -11.58% (-$136.9K) YoY -2.79% (-$30.1K)
UNILEVER PLC(ULcusip904767704)	—	QoQ - YoY -	All Managers (Combined)	$986.7K	0.1% ($986.7K/$719.5M)	QoQ -8.85% (-$95.8K) YoY -17.62% (-$211.1K)
Prologis, Inc.(PLDcusip74340W103)	—	QoQ - YoY -	All Managers (Combined)	$967.4K	0.1% ($967.4K/$719.5M)	QoQ -14.15% (-$159.5K) YoY -58.59% (-$1.4M)
MCKESSON CORP(MCKcusip58155Q103)	—	QoQ - YoY -	All Managers (Combined)	$936.1K	0.1% ($936.1K/$719.5M)	QoQ +12.27% (+$102.4K) YoY +21.85% (+$167.9K)
(cusip46138J825)✕	—	QoQ - YoY NEW	All Managers (Combined)	$927.4K	0.1% ($927.4K/$719.5M)	QoQ +7.45% (+$64.3K) YoY NEW(+$927.4K)
Allegion plc(ALLEcusipG0176J109)	—	QoQ - YoY -	All Managers (Combined)	$919.4K	0.1% ($919.4K/$719.5M)	QoQ -9.25% (-$93.8K) YoY -29.44% (-$383.7K)
(cusip46139W825)✕	—	QoQ - YoY NEW	All Managers (Combined)	$913.7K	0.1% ($913.7K/$719.5M)	QoQ +19.49% (+$149.0K) YoY NEW(+$913.7K)
(VBcusip922908751)	—	QoQ - YoY -	All Managers (Combined)	$882.2K	0.1% ($882.2K/$719.5M)	QoQ -8.03% (-$77.0K) YoY -4.72% (-$43.7K)
Walmart Inc.(WMTcusip931142103)	—	QoQ - YoY -	All Managers (Combined)	$859.7K	0.1% ($859.7K/$719.5M)	QoQ +86.84% (+$399.6K) YoY +223.62% (+$594.0K)
Cigna Group(CIcusip125523100)	—	QoQ - YoY -	All Managers (Combined)	$830.8K	0.1% ($830.8K/$719.5M)	QoQ +18.71% (+$131.0K) YoY +194.35% (+$548.5K)
WELLS FARGO & COMPANY/MN(WFCcusip949746101)	—	QoQ - YoY -	All Managers (Combined)	$818.6K	0.1% ($818.6K/$719.5M)	QoQ +3.09% (+$24.6K) YoY +26.08% (+$169.4K)
Ingersoll Rand Inc.(IRcusip45687V106)	—	QoQ - YoY -	All Managers (Combined)	$811.5K	0.1% ($811.5K/$719.5M)	QoQ -13.22% (-$123.7K) YoY -19.10% (-$191.6K)
NORFOLK SOUTHERN CORP(NSCcusip655844108)	—	QoQ - YoY -	All Managers (Combined)	$798.2K	0.1% ($798.2K/$719.5M)	QoQ -0.44% (-$3.6K) YoY -6.93% (-$59.5K)
(VTIcusip922908769)	—	QoQ - YoY -	All Managers (Combined)	$790.2K	0.1% ($790.2K/$719.5M)	QoQ -7.58% (-$64.8K) YoY +27.08% (+$168.4K)
ILLINOIS TOOL WORKS INC(ITWcusip452308109)	—	QoQ - YoY -	All Managers (Combined)	$785.2K	0.1% ($785.2K/$719.5M)	QoQ -6.75% (-$56.9K) YoY -22.48% (-$227.8K)