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STOCK TICKER:

MAJOR GURUS:
David Einhorn
Bill Ackman
Bill Miller
Steven Cohen
Jim Simons

River Wealth Advisors LLC INSTITUTION : River Wealth Advisors LLC
River Wealth Advisors LLC Buys/Sells In Portfolio (reported on 2020-05-05)
Company Ticker Current
Holdings
Previous
Holdings
Sells/Buys % of change
ISHARES TR    (RUS MID CAP ETF)IWR115,9260
New Buy
New Buy
TRANE TECHNOLOGIES PLC    (SHS )21,5760
New Buy
New Buy
SELECT SECTOR SPDR TR    (SBI INT-IXLI3,5960
New Buy
New Buy
SELECT SECTOR SPDR TR    (ENERGY)XLE14,7910
New Buy
New Buy
TORONTO DOMINION BK ONT    (COM NEWTD5,1520
New Buy
New Buy
VANGUARD INTL EQUITY INDEX F    (FTVWO11,9500
New Buy
New Buy
VANGUARD TAX-MANAGED INTL FD    (FTVEA11,1370
New Buy
New Buy
VANGUARD INTL EQUITY INDEX F    (ALVEU229,4300
New Buy
New Buy
DOLLAR GEN CORP NEW    (COM)DG1,3650
New Buy
New Buy
TRUIST FINL CORP    (COM)101,1344,150
Added96,984
2336.96%
ISHARES TR    (RUSSELL 2000 ETF)IWM58,1383,562
Added54,576
1532.17%
ISHARES TR    (MSCI EMG MKT ETF)EEM142,23619,858
Added122,378
616.26%
INVESCO QQQ TR    (UNIT SER 1)10,0383,707
Added6,331
170.78%
INGERSOLL RAND INC    (COM )22,29710,112
Added12,185
120.50%
INTEL CORP    (COM)INTC17,2749,535
Added7,739
81.16%
ISHARES TR    (CORE US AGGBD ET)AGG6,5274,379
Added2,148
49.05%
SELECT SECTOR SPDR TR    (SBI INT-FXLF15,54010,658
Added4,882
45.80%
HERSHA HOSPITALITY TR    (PR SHS BE43,69130,793
Added12,898
41.88%
KEARNY FINL CORP MD    (COM)156,946110,883
Added46,063
41.54%
INTERNATIONAL BUSINESS MACHS    (COIBM3,7922,722
Added1,070
39.30%
CISCO SYS INC    (COM)CSCO6,8365,268
Added1,568
29.76%
PROLOGIS INC.    (COM)PLD8,9787,222
Added1,756
24.31%
SPDR S&P 500 ETF TR    (TR UNIT)SPY3,2152,610
Added605
23.18%
AT&T INC    (COM)T57,03549,468
Added7,567
15.29%
VANGUARD WHITEHALL FDS    (HIGH DIVVYM3,9503,432
Added518
15.09%
ISHARES TR    (CORE S&P500 IVV12,15610,583
Added1,573
14.86%
GLOBAL X FDS    (RBTCS ARTFL INTE)26,59523,405
Added3,190
13.62%
PIMCO ETF TR    (0-5 HIGH YIELD)HYS12,79511,333
Added1,462
12.90%
EXXON MOBIL CORP    (COM)XOM13,65612,120
Added1,536
12.67%
M & T BK CORP    (COM)MTB4,7304,219
Added511
12.11%
NIKE INC    (CL B)NKE11,18910,156
Added1,033
10.17%
3M CO    (COM)MMM2,8282,579
Added249
9.65%
VANGUARD WORLD FDS    (INF TECH ETFVGT2,3672,193
Added174
7.93%
AMGEN INC    (COM)AMGN16,14015,081
Added1,059
7.02%
SCHWAB STRATEGIC TR    (US LRG CAP SCHX4,3984,118
Added280
6.79%
PFIZER INC    (COM)PFE16,09615,105
Added991
6.56%
JPMORGAN CHASE & CO    (COM)JPM47,03244,467
Added2,565
5.76%
AMERICAN ELEC PWR CO INC    (COM)AEP18,70517,701
Added1,004
5.67%
PPL CORP    (COM)PPL43,90941,572
Added2,337
5.62%
CVS HEALTH CORP    (COM)CVS24,18222,955
Added1,227
5.34%
MICROSOFT CORP    (COM)MSFT48,17545,850
Added2,325
5.07%
UNITEDHEALTH GROUP INC    (COM)UNH1,8571,772
Added85
4.79%
ACCENTURE PLC IRELAND    (SHS CLASSACN18,54817,728
Added820
4.62%
BK OF AMERICA CORP    (COM)BAC111,810106,953
Added4,857
4.54%
BRISTOL-MYERS SQUIBB CO    (COM)BMY6,8556,585
Added270
4.10%
SCHWAB STRATEGIC TR    (US AGGREGATSCHZ8,9438,598
Added345
4.01%
VANGUARD SCOTTSDALE FDS    (SHRT TRVCSH40,20538,697
Added1,508
3.89%
AIR PRODS & CHEMS INC    (COM)APD20,44119,688
Added753
3.82%
CARLISLE COS INC    (COM)CSL14,44213,954
Added488
3.49%
D R HORTON INC    (COM)DHI27,83126,942
Added889
3.29%
DISNEY WALT CO    (COM DISNEY)DIS39,72238,483
Added1,239
3.21%
AMAZON COM INC    (COM)AMZN3,0202,927
Added93
3.17%
MERCK & CO. INC    (COM)MRK5,2245,069
Added155
3.05%
QUEST DIAGNOSTICS INC    (COM)DGX3,8593,749
Added110
2.93%
THERMO FISHER SCIENTIFIC INC    (COTMO5,6935,531
Added162
2.92%
COMCAST CORP NEW    (CL A)CMCSA6,4896,307
Added182
2.88%
VISA INC    (COM CL A)V36,18435,177
Added1,007
2.86%
PULTE GROUP INC    (COM)PHM63,81762,073
Added1,744
2.80%
APPLE INC    (COM)AAPL40,32839,267
Added1,061
2.70%
SPDR SER TR    (BLMBRG BRC CNVRT)CWB136,765133,208
Added3,557
2.67%
ALPHABET INC    (CAP STK CL A)GOOGL3,3323,246
Added86
2.64%
EATON CORP PLC    (SHS)ETN23,02922,461
Added568
2.52%
PROCTER & GAMBLE CO    (COM)PG7,8447,654
Added190
2.48%
PEPSICO INC    (COM)PEP30,47929,803
Added676
2.26%
CUMMINS INC    (COM)CMI2,5032,453
Added50
2.03%
AMERICAN TOWER CORP NEW    (COM)AMT972954
Added18
1.88%
PNC FINL SVCS GROUP INC    (COM)PNC24,89524,468
Added427
1.74%
LOWES COS INC    (COM)LOW23,23322,855
Added378
1.65%
STARBUCKS CORP    (COM)SBUX3,1563,105
Added51
1.64%
LINDE PLC    (SHS)10,89810,730
Added168
1.56%
STRYKER CORP    (COM)SYK30,28829,897
Added391
1.30%
ALLEGION PLC    (ORD SHS)ALLE27,75627,462
Added294
1.07%
KIMBERLY CLARK CORP    (COM)KMB4,1024,066
Added36
0.88%
ABBOTT LABS    (COM)ABT20,95920,817
Added142
0.68%
VERIZON COMMUNICATIONS INC    (COM)VZ29,42829,247
Added181
0.61%
ANTHEM INC    (COM)ANTM17,96617,897
Added69
0.38%
JOHNSON & JOHNSON    (COM)JNJ13,19813,164
Added34
0.25%
UNILEVER PLC    (SPON ADR NEW)UL41,52541,443
Added82
0.19%
VANGUARD BD INDEX FDS    (TOTAL BNDBND150,833150,563
Added270
0.17%
TARGET CORP    (COM)TGT6,0696,065
Added4
0.06%
COLGATE PALMOLIVE CO    (COM)CL12,43012,438
Reduced8
0.06%
HOME DEPOT INC    (COM)HD10,02210,035
Reduced13
0.12%
SCHWAB STRATEGIC TR    (US BRD MKT SCHB4,8954,907
Reduced12
0.24%
CATERPILLAR INC DEL    (COM)CAT5,0495,067
Reduced18
0.35%
DEERE & CO    (COM)DE4,0094,027
Reduced18
0.44%
ORACLE CORP    (COM)ORCL46,70746,922
Reduced215
0.45%
ALPHABET INC    (CAP STK CL C)GOOG1,6521,660
Reduced8
0.48%
AUTOMATIC DATA PROCESSING IN    (COADP6,4566,488
Reduced32
0.49%
DUKE ENERGY CORP NEW    (COM NEW)DUK4,2334,260
Reduced27
0.63%
UNITED TECHNOLOGIES CORP    (COM)UTX9,0659,123
Reduced58
0.63%
DOMINION ENERGY INC    (COM)D26,15226,332
Reduced180
0.68%
TRAVELERS COMPANIES INC    (COM)TRV2,4882,508
Reduced20
0.79%
ZIMMER BIOMET HOLDINGS INC    (COM)ZMH14,75214,872
Reduced120
0.80%
AMERISOURCEBERGEN CORP    (COM)ABC23,62723,829
Reduced202
0.84%
COCA COLA CO    (COM)KO9,0769,158
Reduced82
0.89%
ISHARES TR    (SELECT DIVID ETF)DVY12,85512,972
Reduced117
0.90%
NVIDIA CORP    (COM)NVDA2,4172,442
Reduced25
1.02%
LOCKHEED MARTIN CORP    (COM)LMT891902
Reduced11
1.21%
NEXTERA ENERGY INC    (COM)NEE3,2893,332
Reduced43
1.29%
MASTERCARD INC    (CL A)MA18,94619,238
Reduced292
1.51%
US BANCORP DEL    (COM NEW)USB47,83548,673
Reduced838
1.72%
NORFOLK SOUTHERN CORP    (COM)NSC5,8035,916
Reduced113
1.91%
VANGUARD INDEX FDS    (SMALL CP ETFVB1,7451,779
Reduced34
1.91%
ILLINOIS TOOL WKS INC    (COM)ITW5,4405,546
Reduced106
1.91%
DANAHER CORPORATION    (COM)DHR16,25516,572
Reduced317
1.91%
MOOG INC    (CL A)MOG/A6,6866,834
Reduced148
2.16%
BERKSHIRE HATHAWAY INC DEL    (CL BBRK/B3,9724,073
Reduced101
2.47%
BOEING CO    (COM)BA2,8012,879
Reduced78
2.70%
WELLS FARGO CO NEW    (COM)WFC8,0528,304
Reduced252
3.03%
BECTON DICKINSON & CO    (COM)BDX1,1071,143
Reduced36
3.14%
PRICE T ROWE GROUP INC    (COM)TROW9,5419,865
Reduced324
3.28%
VANGUARD INDEX FDS    (S&P VOO2,6752,766
Reduced91
3.28%
HEWLETT PACKARD ENTERPRISE C    (COHPE15,91016,454
Reduced544
3.30%
TE CONNECTIVITY LTD    (REG SHS)TEL35,16836,503
Reduced1,335
3.65%
ARROW ELECTRS INC    (COM)ARW40,22641,770
Reduced1,544
3.69%
FACEBOOK INC    (CL A)FB9,78610,234
Reduced448
4.37%
PPG INDS INC    (COM)PPG5,8776,176
Reduced299
4.84%
CHEVRON CORP NEW    (COM)CVX31,49533,230
Reduced1,735
5.22%
ISHARES TR    (S&P MC 400GRIJK1,4821,571
Reduced89
5.66%
MASCO CORP    (COM)MAS19,47520,688
Reduced1,213
5.86%
PARKER HANNIFIN CORP    (COM)PH6,1406,529
Reduced389
5.95%
HUNTSMAN CORP    (COM)HUN128,076136,471
Reduced8,395
6.15%
S&P GLOBAL INC    (COM)SPGI4,8035,122
Reduced319
6.22%
ROYAL BK CDA    (COM)RY22,98424,539
Reduced1,555
6.33%
PHILLIPS 66    (COM)PSX20,02821,471
Reduced1,443
6.72%
CHUBB LIMITED    (COM)CB14,01415,057
Reduced1,043
6.92%
HONEYWELL INTL INC    (COM)HON9,0409,743
Reduced703
7.21%
FEDEX CORP    (COM)FDX2,5622,778
Reduced216
7.77%
MYLAN NV    (SHS EURO)MYL10,55011,445
Reduced895
7.82%
BRANDYWINE RLTY TR    (SH BEN INT NBDN81,04487,973
Reduced6,929
7.87%
RAYTHEON CO    (COM NEW)RTN5,0155,456
Reduced441
8.08%
ABBVIE INC    (COM)ABBV11,95713,188
Reduced1,231
9.33%
FIFTH THIRD BANCORP    (COM)FITB79,46387,963
Reduced8,500
9.66%
CONSTELLATION BRANDS INC    (CL A)STZ10,74012,109
Reduced1,369
11.30%
CAPITAL ONE FINL CORP    (COM)COF18,97721,901
Reduced2,924
13.35%
MARATHON OIL CORP    (COM)MRO11,33913,148
Reduced1,809
13.75%
VANGUARD INDEX FDS    (SML CP GRW EVBK3,4464,009
Reduced563
14.04%
SCHWAB STRATEGIC TR    (US DIVIDENDSCHD7,0088,217
Reduced1,209
14.71%
CONOCOPHILLIPS    (COM)COP32,53739,979
Reduced7,442
18.61%
SCHWAB STRATEGIC TR    (US MID-CAP SCHM44,94455,812
Reduced10,868
19.47%
FORD MTR CO DEL    (COM)F18,69923,264
Reduced4,565
19.62%
VANGUARD INDEX FDS    (EXTEND MKT EVXF19,98325,920
Reduced5,937
22.90%
WELBILT INC    (COM)27,85836,508
Reduced8,650
23.69%
ISHARES TR    (S&P MC 400VLIJJ23,34331,085
Reduced7,742
24.90%
NUCOR CORP    (COM)NUE7,1139,577
Reduced2,464
25.72%
ISHARES TR    (CORE S&P MCPIJH16,06723,149
Reduced7,082
30.59%
ISHARES INC    (CORE MSCI EMKT)IEMG9,45614,295
Reduced4,839
33.85%
SCHWAB STRATEGIC TR    (INTL EQTY ESCHF9,50614,553
Reduced5,047
34.68%
ISHARES TR    (CORE S&P SCPIJR12,36019,729
Reduced7,369
37.35%
ISHARES TR    (MSCI EAFE ETF)EFA56,278104,285
Reduced48,007
46.03%
SPDR S&P MIDCAP 400 ETF TR    (UTSEMDY9743,074
Reduced2,100
68.31%
INGERSOLL-RAND PLC    (SHS)IR021,366
Sold Out
Sold Out
MEDTRONIC PLC    (SHS)MDT01,917
Sold Out
Sold Out
TOLL BROTHERS INC    (COM)TOL012,780
Sold Out
Sold Out
TEXAS INSTRS INC    (COM)TXN01,734
Sold Out
Sold Out
UNILEVER N V    (N Y SHS NEW)UN03,535
Sold Out
Sold Out
CITIGROUP INC    (COM NEW)C02,782
Sold Out
Sold Out
ISHARES TR    (CORE MSCI EAFE)IEFA06,476
Sold Out
Sold Out
SCHWAB STRATEGIC TR    (SCHWB FDT IFNDC09,541
Sold Out
Sold Out
SPDR INDEX SHS FDS    (S&amEDIV06,269
Sold Out
Sold Out
SCHWAB STRATEGIC TR    (EMRG MKTEQ SCHE018,126
Sold Out
Sold Out
AMERICAN AIRLS GROUP INC    (COM)AAL010,045
Sold Out
Sold Out
VALERO ENERGY CORP NEW    (COM)VLO02,545
Sold Out
Sold Out
SCHWAB STRATEGIC TR    (US SML CAP SCHA03,312
Sold Out
Sold Out
V F CORP    (COM)VFC02,194
Sold Out
Sold Out
ALLERGAN PLC    (SHS)AGN01,100
Sold Out
Sold Out
* Portfolios do not reflect changes after reporting
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MAJOR GURUS:
Warren Buffett
John Paulson
George Soros

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