Latest River Wealth Advisors LLC Stock Portfolio

River Wealth Advisors LLC Performance:
2025 Q1: -4.22%YTD: -4.22%2024: 11.89%

Performance for 2025 Q1 is -4.22%, and YTD is -4.22%, and 2024 is 11.89%.

About River Wealth Advisors LLC and 13F Hedge Fund Stock Holdings

River Wealth Advisors LLC is a hedge fund based in CAMP HILL, PA. On 06-Jul-2023, the fund reported that it had an AUM (Regulated Assets under Management) of $896.6 Millions. In it's latest 13F Holdings report, River Wealth Advisors LLC reported an equity portfolio of $719.5 Millions as of 31 Mar, 2025.

The top stock holdings of River Wealth Advisors LLC are IJR, AAPL, IJR. The fund has invested 6.7% of it's portfolio in ISHARES TR and 5.5% of portfolio in APPLE INC.

The fund managers got completely rid off ADVANCED MICRO DEVICES INC (AMD), SUMMIT MATLS INC (SUM) and NOVO-NORDISK A S stocks. They significantly reduced their stock positions in NEXTERA ENERGY INC (NEE), VANGUARD WORLD FD (VAW) and SCHWAB STRATEGIC TR (FNDA). River Wealth Advisors LLC opened new stock positions in CAMECO CORP, ISHARES INC (EMGF) and CARDINAL HEALTH INC (CAH). The fund showed a lot of confidence in some stocks as they added substantially to CONSTELLATION ENERGY CORP (CEG), DIGITAL RLTY TR INC (DLR) and WALMART INC (WMT).

River Wealth Advisors LLC Annual Return Estimates Vs S&P 500

Our best estimate is that River Wealth Advisors LLC made a return of -4.22% in the last quarter. In trailing 12 months, it's portfolio return was -0.39%.
2019202020212022202320242025−2002040Performance (%)PerformanceS&P 500

New Buys

Ticker$ Bought
cameco corp761,049
ishares inc586,257
cardinal health inc208,033

New stocks bought by River Wealth Advisors LLC

Additions

Ticker% Inc.
constellation energy corp1,249
digital rlty tr inc423
walmart inc92.3
kimberly-clark corp29.2
salesforce inc25.25
invesco exch trd slf idx fd18.37
invesco exch trd slf idx fd17.95
invesco exch trd slf idx fd17.34

Additions to existing portfolio by River Wealth Advisors LLC

Reductions

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

River Wealth Advisors LLC reduced stake in above stock

Sold off

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 got rid off the above stocks

Sector Distribution

River Wealth Advisors LLC has about 33.4% of it's holdings in Others sector.

34%19%11%
Sector%
Others33.4
Technology18.9
Financial Services11
Industrials7.2
Consumer Cyclical7.1
Healthcare6.9
Communication Services6.5
Consumer Defensive3.6
Energy3
Basic Materials1.5

Market Cap. Distribution

River Wealth Advisors LLC has about 67.7% of it's portfolio invested in the large-cap and mega-cap stocks.

40%32%28%
Category%
MEGA-CAP40.2
UNALLOCATED32
LARGE-CAP27.5

Stocks belong to which Index?

About 64.7% of the stocks held by River Wealth Advisors LLC either belong to S&P 500 or RUSSELL 2000 index.

65%35%
Index%
S&P 50064.7
Others35.1
Top 5 Winners (%)%
BRO
brown & brown inc
21.9 %
AJG
gallagher arthur j & co
21.5 %
AMGN
amgen inc
19.5 %
TMUS
t-mobile us inc
19.4 %
CI
the cigna group
19.1 %
Top 5 Winners ($)$
TMUS
t-mobile us inc
2.5 M
V
visa inc
1.7 M
TTWO
take-two interactive softwar
0.8 M
ELV
elevance health inc
0.8 M
CVX
chevron corp new
0.8 M
Top 5 Losers (%)%
TSLA
tesla inc
-35.7 %
CEG
constellation energy corp
-28.0 %
AVGO
broadcom inc
-27.6 %
TTEK
tetra tech inc new
-25.9 %
NVDA
nvidia corporation
-19.1 %
Top 5 Losers ($)$
NVDA
nvidia corporation
-5.5 M
IJR
ishares tr
-5.1 M
AAPL
apple inc
-5.0 M
MSFT
microsoft corp
-3.7 M
GOOG
alphabet inc
-3.6 M

River Wealth Advisors LLC Holdings Map

This heatmap illustrates the top 50 positions within the fund's portfolio.

IJRAAPLIJRMSFTIJRNVDAVBILACNGOOGJPMTMUSVEUAMZNCRMABCCBBACETNTJXTTWOLLYDHICMGPEPEMGFSYKACWFCOSTUNHMACVXCS..TR....WM..ELVTTDEVBMR..OR..AP..LR..AMGNXOMIJRTTEKIJ..LO..

Current Stock Holdings of River Wealth Advisors LLC

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, 2025
TickerNamesorted descending% PortfolioShares Held$ ValueType% ChangeOptions

Historical Trend of ISHARES TR Position Held By River Wealth Advisors LLC

What % of Portfolio is IJR?:

No data available

Number of IJR shares held:

No data available

Change in No. of Shares Held:

No data available