River-Wealth-Advisors

AI_NATIVE detailed information: This accession holds the following tickers:[
  null,
  null,
  "KRNY",
  "TROW",
  "ARW",
  "ACN",
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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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  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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464287168

DVY|464287168

Shares:—

Value:$770.0K

% of Portfolio:0.1% ($770.0K/$719.5M)

CAMECO CORP

CCJ|13321L108

Shares:—

Value:$761.0K

% of Portfolio:0.1% ($761.0K/$719.5M)

922908736

VUG|922908736

Shares:—

Value:$744.2K

% of Portfolio:0.1% ($744.2K/$719.5M)

ROYAL BANK OF CANADA

RY|780087102

Shares:—

Value:$743.1K

% of Portfolio:0.1% ($743.1K/$719.5M)

HERSHEY CO

HSY|427866108

Shares:—

Value:$721.0K

% of Portfolio:0.1% ($721.0K/$719.5M)

KIMBERLY CLARK CORP

KMB|494368103

Shares:—

Value:$686.5K

% of Portfolio:0.1% ($686.5K/$719.5M)

UNION PACIFIC CORP

UNP|907818108

Shares:—

Value:$671.5K

% of Portfolio:0.1% ($671.5K/$719.5M)

ABBOTT LABORATORIES

ABT|002824100

Shares:—

Value:$669.0K

% of Portfolio:0.1% ($669.0K/$719.5M)

Discover Financial Services

DFS|254709108

Shares:—

Value:$665.7K

% of Portfolio:0.1% ($665.7K/$719.5M)

MCDONALDS CORP

MCD|580135101

Shares:—

Value:$665.7K

% of Portfolio:0.1% ($665.7K/$719.5M)

Toll Brothers, Inc.

TOL|889478103

Shares:—

Value:$650.4K

% of Portfolio:0.1% ($650.4K/$719.5M)

Avery Dennison Corp

AVY|053611109

Shares:—

Value:$648.9K

% of Portfolio:0.1% ($648.9K/$719.5M)

SPDR S&P MIDCAP 400 ETF TRUST

MDY|78467Y107

Shares:—

Value:$631.1K

% of Portfolio:0.1% ($631.1K/$719.5M)

921943858

VEA|921943858

Shares:—

Value:$622.6K

% of Portfolio:0.1% ($622.6K/$719.5M)

GENERAL DYNAMICS CORP

GD|369550108

Shares:—

Value:$604.7K

% of Portfolio:0.1% ($604.7K/$719.5M)

COCA COLA CO

KO|191216100

Shares:—

Value:$599.6K

% of Portfolio:0.1% ($599.6K/$719.5M)

SOUTHERN CO

SO|842587107

Shares:—

Value:$597.3K

% of Portfolio:0.1% ($597.3K/$719.5M)

NETFLIX INC

NFLX|64110L106

Shares:—

Value:$587.5K

% of Portfolio:0.1% ($587.5K/$719.5M)

46434G822

EWJ|46434G822

Shares:—

Value:$586.3K

% of Portfolio:0.1% ($586.3K/$719.5M)

Walt Disney Co

DIS|254687106

Shares:—

Value:$575.8K

% of Portfolio:0.1% ($575.8K/$719.5M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(DVYcusip464287168)	—	QoQ - YoY -	All Managers (Combined)	$770.0K	0.1% ($770.0K/$719.5M)	QoQ +1.33% (+$10.1K) YoY -34.70% (-$409.2K)
CAMECO CORP(CCJcusip13321L108)	—	QoQ NEW YoY NEW	All Managers (Combined)	$761.0K	0.1% ($761.0K/$719.5M)	QoQ NEW(+$761.0K) YoY NEW(+$761.0K)
(VUGcusip922908736)	—	QoQ - YoY -	All Managers (Combined)	$744.2K	0.1% ($744.2K/$719.5M)	QoQ -8.77% (-$71.6K) YoY +130.49% (+$421.3K)
ROYAL BANK OF CANADA(RYcusip780087102)	—	QoQ - YoY -	All Managers (Combined)	$743.1K	0.1% ($743.1K/$719.5M)	QoQ -15.84% (-$139.9K) YoY -20.81% (-$195.3K)
HERSHEY CO(HSYcusip427866108)	—	QoQ - YoY -	All Managers (Combined)	$721.0K	0.1% ($721.0K/$719.5M)	QoQ +3.48% (+$24.3K) YoY -16.45% (-$142.0K)
KIMBERLY CLARK CORP(KMBcusip494368103)	—	QoQ - YoY -	All Managers (Combined)	$686.5K	0.1% ($686.5K/$719.5M)	QoQ +40.23% (+$197.0K) YoY +35.26% (+$179.0K)
UNION PACIFIC CORP(UNPcusip907818108)	—	QoQ - YoY -	All Managers (Combined)	$671.5K	0.1% ($671.5K/$719.5M)	QoQ -4.53% (-$31.9K) YoY -21.69% (-$186.0K)
ABBOTT LABORATORIES(ABTcusip002824100)	—	QoQ - YoY -	All Managers (Combined)	$669.0K	0.1% ($669.0K/$719.5M)	QoQ +12.93% (+$76.6K) YoY +17.38% (+$99.1K)
Discover Financial Services(DFScusip254709108)	—	QoQ - YoY -	All Managers (Combined)	$665.7K	0.1% ($665.7K/$719.5M)	QoQ -1.86% (-$12.6K) YoY +13.28% (+$78.1K)
MCDONALDS CORP(MCDcusip580135101)	—	QoQ - YoY -	All Managers (Combined)	$665.7K	0.1% ($665.7K/$719.5M)	QoQ +1.37% (+$9.1K) YoY -43.31% (-$508.7K)
Toll Brothers, Inc.(TOLcusip889478103)	—	QoQ - YoY -	All Managers (Combined)	$650.4K	0.1% ($650.4K/$719.5M)	QoQ -16.16% (-$125.4K) YoY -22.73% (-$191.4K)
Avery Dennison Corp(AVYcusip053611109)	—	QoQ - YoY -	All Managers (Combined)	$648.9K	0.1% ($648.9K/$719.5M)	QoQ -7.72% (-$54.4K) YoY -29.79% (-$275.4K)
SPDR S&P MIDCAP 400 ETF TRUST(MDYcusip78467Y107)	—	QoQ - YoY -	All Managers (Combined)	$631.1K	0.1% ($631.1K/$719.5M)	QoQ -6.88% (-$46.7K) YoY -11.52% (-$82.2K)
(VEAcusip921943858)	—	QoQ - YoY -	All Managers (Combined)	$622.6K	0.1% ($622.6K/$719.5M)	QoQ +2.73% (+$16.5K) YoY -3.20% (-$20.6K)
GENERAL DYNAMICS CORP(GDcusip369550108)	—	QoQ - YoY -	All Managers (Combined)	$604.7K	0.1% ($604.7K/$719.5M)	QoQ +2.38% (+$14.1K) YoY +6.22% (+$35.5K)
COCA COLA CO(KOcusip191216100)	—	QoQ - YoY -	All Managers (Combined)	$599.6K	0.1% ($599.6K/$719.5M)	QoQ +7.09% (+$39.7K) YoY +3.11% (+$18.1K)
SOUTHERN CO(SOcusip842587107)	—	QoQ - YoY NEW	All Managers (Combined)	$597.3K	0.1% ($597.3K/$719.5M)	QoQ +7.11% (+$39.7K) YoY NEW(+$597.3K)
NETFLIX INC(NFLXcusip64110L106)	—	QoQ - YoY -	All Managers (Combined)	$587.5K	0.1% ($587.5K/$719.5M)	QoQ +5.46% (+$30.4K) YoY +43.30% (+$177.5K)
(EWJcusip46434G822)	—	QoQ NEW YoY NEW	All Managers (Combined)	$586.3K	0.1% ($586.3K/$719.5M)	QoQ NEW(+$586.3K) YoY NEW(+$586.3K)
Walt Disney Co(DIScusip254687106)	—	QoQ - YoY -	All Managers (Combined)	$575.8K	0.1% ($575.8K/$719.5M)	QoQ -17.36% (-$121.0K) YoY -92.01% (-$6.6M)