River-Wealth-Advisors

AI_NATIVE detailed information: This accession holds the following tickers:[
  null,
  null,
  "KRNY",
  "TROW",
  "ARW",
  "ACN",
  "ABT",
  "ABBV",
  "APD",
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  "BRO",
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  null,
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  "GD",
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  "HD",
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  null,
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  null,
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  null,
  null,
  null,
  null,
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  null,
  null,
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  "EEM",
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  "IEMG",
  "IJK",
  "IVV",
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  "UNH",
  "AAPL",
  "SPY",
  "NVDA",
  "GS",
  "PG",
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  null,
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  "AMGN",
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  "RY",
  null,
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  null,
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  "SNPS",
  "TEL",
  "CI",
  "TXN",
  "TM",
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  "TJX",
  "TFC",
  "TRV",
  "UL",
  "VO",
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  "IWO",
  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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  "DVY",
  null,
  null,
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  "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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TRAVELERS COMPANIES, INC.

TRV|89417E109

Shares:—

Value:$571.1K

% of Portfolio:0.1% ($571.1K/$719.5M)

922042858

VWO|922042858

Shares:—

Value:$553.8K

% of Portfolio:0.1% ($553.8K/$719.5M)

922908744

VTV|922908744

Shares:—

Value:$551.6K

% of Portfolio:0.1% ($551.6K/$719.5M)

316092808

Shares:—

Value:$549.2K

% of Portfolio:0.1% ($549.2K/$719.5M)

CARRIER GLOBAL Corp

CARR|14448C104

Shares:—

Value:$533.8K

% of Portfolio:0.1% ($533.8K/$719.5M)

MASCO CORP /DE/

MAS|574599106

Shares:—

Value:$516.9K

% of Portfolio:0.1% ($516.9K/$719.5M)

46434V621

DGRO|46434V621

Shares:—

Value:$515.9K

% of Portfolio:0.1% ($515.9K/$719.5M)

Arthur J. Gallagher & Co.

AJG|363576109

Shares:—

Value:$483.0K

% of Portfolio:0.1% ($483.0K/$719.5M)

TOYOTA MOTOR CORP/

TM|892331307

Shares:—

Value:$475.7K

% of Portfolio:0.1% ($475.7K/$719.5M)

BROWN & BROWN, INC.

BRO|115236101

Shares:—

Value:$474.5K

% of Portfolio:0.1% ($474.5K/$719.5M)

46432F842

IEFA|46432F842

Shares:—

Value:$452.0K

% of Portfolio:0.1% ($452.0K/$719.5M)

BRISTOL MYERS SQUIBB CO

BMY|110122108

Shares:—

Value:$451.8K

% of Portfolio:0.1% ($451.8K/$719.5M)

M&T BANK CORP

MTB|55261F104

Shares:—

Value:$447.6K

% of Portfolio:0.1% ($447.6K/$719.5M)

921946406

VYM|921946406

Shares:—

Value:$445.8K

% of Portfolio:0.1% ($445.8K/$719.5M)

921910873

MGC|921910873

Shares:—

Value:$445.7K

% of Portfolio:0.1% ($445.7K/$719.5M)

922908629

VO|922908629

Shares:—

Value:$435.9K

% of Portfolio:0.1% ($435.9K/$719.5M)

81369Y605

Shares:—

Value:$430.5K

% of Portfolio:0.1% ($430.5K/$719.5M)

PPG INDUSTRIES INC

PPG|693506107

Shares:—

Value:$404.5K

% of Portfolio:0.1% ($404.5K/$719.5M)

SCHWAB CHARLES CORP

SCHW|808513105

Shares:—

Value:$393.7K

% of Portfolio:0.1% ($393.7K/$719.5M)

78464A763

SDY|78464A763

Shares:—

Value:$393.3K

% of Portfolio:0.1% ($393.3K/$719.5M)

Instrument	Shares		Other Manager	Value	% of Portfolio
TRAVELERS COMPANIES, INC.(TRVcusip89417E109)	—	QoQ - YoY -	All Managers (Combined)	$571.1K	0.1% ($571.1K/$719.5M)	QoQ +4.92% (+$26.8K) YoY -3.00% (-$17.7K)
(VWOcusip922042858)	—	QoQ - YoY -	All Managers (Combined)	$553.8K	0.1% ($553.8K/$719.5M)	QoQ -19.14% (-$131.1K) YoY -27.91% (-$214.5K)
(VTVcusip922908744)	—	QoQ - YoY NEW	All Managers (Combined)	$551.6K	0.1% ($551.6K/$719.5M)	QoQ +2.03% (+$11.0K) YoY NEW(+$551.6K)
(cusip316092808)✕	—	QoQ - YoY -	All Managers (Combined)	$549.2K	0.1% ($549.2K/$719.5M)	QoQ -10.47% (-$64.3K) YoY -4.19% (-$24.1K)
CARRIER GLOBAL Corp(CARRcusip14448C104)	—	QoQ - YoY -	All Managers (Combined)	$533.8K	0.1% ($533.8K/$719.5M)	QoQ -11.95% (-$72.5K) YoY -9.81% (-$58.1K)
MASCO CORP /DE/(MAScusip574599106)	—	QoQ - YoY -	All Managers (Combined)	$516.9K	0.1% ($516.9K/$719.5M)	QoQ -18.15% (-$114.7K) YoY -42.27% (-$378.6K)
(DGROcusip46434V621)	—	QoQ - YoY -	All Managers (Combined)	$515.9K	0.1% ($515.9K/$719.5M)	QoQ -3.33% (-$17.8K) YoY +3.56% (+$17.8K)
Arthur J. Gallagher & Co.(AJGcusip363576109)	—	QoQ - YoY -	All Managers (Combined)	$483.0K	0.1% ($483.0K/$719.5M)	QoQ +19.32% (+$78.2K) YoY +26.58% (+$101.4K)
TOYOTA MOTOR CORP/(TMcusip892331307)	—	QoQ - YoY -	All Managers (Combined)	$475.7K	0.1% ($475.7K/$719.5M)	QoQ -12.19% (-$66.0K) YoY -68.64% (-$1.0M)
BROWN & BROWN, INC.(BROcusip115236101)	—	QoQ - YoY -	All Managers (Combined)	$474.5K	0.1% ($474.5K/$719.5M)	QoQ +21.93% (+$85.4K) YoY +25.57% (+$96.6K)
(IEFAcusip46432F842)	—	QoQ - YoY -	All Managers (Combined)	$452.0K	0.1% ($452.0K/$719.5M)	QoQ +0.65% (+$2.9K) YoY +67.13% (+$181.6K)
BRISTOL MYERS SQUIBB CO(BMYcusip110122108)	—	QoQ - YoY -	All Managers (Combined)	$451.8K	0.1% ($451.8K/$719.5M)	QoQ +7.66% (+$32.2K) YoY +8.51% (+$35.5K)
M&T BANK CORP(MTBcusip55261F104)	—	QoQ - YoY -	All Managers (Combined)	$447.6K	0.1% ($447.6K/$719.5M)	QoQ -10.66% (-$53.5K) YoY +8.28% (+$34.2K)
(VYMcusip921946406)	—	QoQ - YoY -	All Managers (Combined)	$445.8K	0.1% ($445.8K/$719.5M)	QoQ +1.07% (+$4.7K) YoY +15.32% (+$59.3K)
(MGCcusip921910873)	—	QoQ - YoY -	All Managers (Combined)	$445.7K	0.1% ($445.7K/$719.5M)	QoQ -7.39% (-$35.6K) YoY +3.10% (+$13.4K)
(VOcusip922908629)	—	QoQ - YoY -	All Managers (Combined)	$435.9K	0.1% ($435.9K/$719.5M)	QoQ +0.38% (+$1.7K) YoY +7.91% (+$32.0K)
(cusip81369Y605)✕	—	QoQ - YoY -	All Managers (Combined)	$430.5K	0.1% ($430.5K/$719.5M)	QoQ +3.06% (+$12.8K) YoY -30.66% (-$190.4K)
PPG INDUSTRIES INC(PPGcusip693506107)	—	QoQ - YoY -	All Managers (Combined)	$404.5K	0.1% ($404.5K/$719.5M)	QoQ -18.84% (-$93.9K) YoY -44.03% (-$318.3K)
SCHWAB CHARLES CORP(SCHWcusip808513105)	—	QoQ - YoY -	All Managers (Combined)	$393.7K	0.1% ($393.7K/$719.5M)	QoQ +3.92% (+$14.9K) YoY +19.36% (+$63.9K)
(SDYcusip78464A763)	—	QoQ - YoY -	All Managers (Combined)	$393.3K	0.1% ($393.3K/$719.5M)	QoQ +2.71% (+$10.4K) YoY -2.62% (-$10.6K)