Ticker | $ Bought |
---|---|
cameco corp | 761,049 |
ishares inc | 586,257 |
cardinal health inc | 208,033 |
Ticker | % Inc. |
---|---|
constellation energy corp | 1,249 |
digital rlty tr inc | 423 |
walmart inc | 92.3 |
kimberly-clark corp | 29.2 |
salesforce inc | 25.25 |
invesco exch trd slf idx fd | 18.37 |
invesco exch trd slf idx fd | 17.95 |
invesco exch trd slf idx fd | 17.34 |
Ticker | % Reduced |
---|---|
nextera energy inc | -70.72 |
vanguard world fd | -39.16 |
schwab strategic tr | -21.37 |
vanguard intl equity index f | -21.32 |
prologis inc. | -18.83 |
public svc enterprise grp in | -17.4 |
zimmer biomet holdings inc | -16.81 |
conocophillips | -16.25 |
Ticker | $ Sold |
---|---|
summit matls inc | -3,499,300 |
advanced micro devices inc | -3,576,110 |
nisource inc | -948,658 |
novo-nordisk a s | -1,835,920 |
american elec pwr co inc | -1,356,580 |
schwab strategic tr | -204,028 |
comcast corp new | -249,432 |
fidelity covington trust | -205,685 |
River Wealth Advisors LLC has about 33.4% of it's holdings in Others sector.
Sector | % |
---|---|
Others | 33.4 |
Technology | 18.9 |
Financial Services | 11 |
Industrials | 7.2 |
Consumer Cyclical | 7.1 |
Healthcare | 6.9 |
Communication Services | 6.5 |
Consumer Defensive | 3.6 |
Energy | 3 |
Basic Materials | 1.5 |
River Wealth Advisors LLC has about 67.7% of it's portfolio invested in the large-cap and mega-cap stocks.
Category | % |
---|---|
MEGA-CAP | 40.2 |
UNALLOCATED | 32 |
LARGE-CAP | 27.5 |
About 64.7% of the stocks held by River Wealth Advisors LLC either belong to S&P 500 or RUSSELL 2000 index.
Index | % |
---|---|
S&P 500 | 64.7 |
Others | 35.1 |
This heatmap illustrates the top 50 positions within the fund's portfolio.
River Wealth Advisors LLC has 197 stocks in it's portfolio. About 37.5% of the portfolio is in top 10 stocks. NVDA proved to be the most loss making stock for the portfolio. TMUS was the most profitable stock for River Wealth Advisors LLC last quarter.
Last Reported on: 14 May, 2025Ticker | Namesorted descending | % Portfolio | Shares Held | $ Value | Type | % Change | Options | |
---|---|---|---|---|---|---|---|---|
IJR | ishares tr | 6.66 | 240,109 | 47,899,300 | added | 2.18 | ||
Historical Trend of ISHARES TR Position Held By River Wealth Advisors LLCWhat % of Portfolio is IJR?:Number of IJR shares held:Change in No. of Shares Held: | ||||||||
AAPL | apple inc | 5.47 | 177,344 | 39,393,500 | added | 0.51 | ||
IJR | ishares tr | 4.62 | 391,021 | 33,264,100 | added | 1.96 | ||
MSFT | microsoft corp | 4.16 | 79,689 | 29,914,600 | added | 1.93 | ||
IJR | ishares tr | 3.92 | 50,176 | 28,193,900 | added | 2.14 | ||
NVDA | nvidia corporation | 3.25 | 215,883 | 23,397,300 | added | 3.4 | ||
V | visa inc | 2.43 | 49,924 | 17,496,500 | reduced | -0.48 | ||
BIL | spdr ser tr | 2.39 | 224,733 | 17,219,100 | added | 1.03 | ||
ACN | accenture plc ireland | 2.28 | 52,502 | 16,382,600 | added | 6.21 | ||
GOOG | alphabet inc | 2.27 | 105,413 | 16,301,000 | added | 1.91 | ||
JPM | jpmorgan chase & co. | 2.25 | 66,074 | 16,207,900 | added | 0.43 | ||
TMUS | t-mobile us inc | 2.15 | 58,077 | 15,489,600 | added | 8.27 | ||
VEU | vanguard intl equity index f | 2.10 | 249,218 | 15,117,600 | reduced | -4.16 | ||
AMZN | amazon com inc | 2.02 | 76,437 | 14,542,800 | added | 1.22 | ||
CRM | salesforce inc | 1.71 | 45,968 | 12,335,800 | added | 25.25 | ||
ABC | cencora inc | 1.47 | 37,918 | 10,544,600 | added | 1.86 | ||
CB | chubb limited | 1.26 | 30,142 | 9,102,680 | added | 5.58 | ||
BAC | bank america corp | 1.26 | 217,255 | 9,066,040 | added | 4.41 | ||
ETN | eaton corp plc | 1.20 | 31,793 | 8,642,360 | added | 3.53 | ||
TJX | tjx cos inc new | 1.17 | 69,005 | 8,404,860 | reduced | -4.29 | ||