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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 Portfolio (reported on 2020-05-05)
Company (links to holding history) Ticker Value On
2020-03-31
No of Shares % of portfolio
VANGUARD BD INDEX FDS    (TOTAL BND MRKT) BND 12,874,000 150,833 5.14%
APPLE INC    (COM) AAPL 10,255,000 40,328 4.09%
VANGUARD INTL EQUITY INDEX F    (ALLWRLD EX US) VEU 9,411,000 229,430 3.75%
MICROSOFT CORP    (COM) MSFT 7,598,000 48,175 3.03%
ISHARES TR    (RUSSELL 2000 ETF) IWM 6,654,000 58,138 2.65%
SPDR SER TR    (BLMBRG BRC CNVRT) CWB 6,546,000 136,765 2.61%
AMAZON COM INC    (COM) AMZN 5,888,000 3,020 2.35%
VISA INC    (COM CL A) V 5,830,000 36,184 2.32%
STRYKER CORP    (COM) SYK 5,043,000 30,288 2.01%
ISHARES TR    (RUS MID CAP ETF) IWR 5,005,000 115,926 1.99%
ISHARES TR    (MSCI EMG MKT ETF) EEM 4,855,000 142,236 1.93%
MASTERCARD INC    (CL A) MA 4,577,000 18,946 1.82%
JPMORGAN CHASE & CO    (COM) JPM 4,234,000 47,032 1.69%
AIR PRODS & CHEMS INC    (COM) APD 4,080,000 20,441 1.62%
ANTHEM INC    (COM) ANTM 4,079,000 17,966 1.62%
ALPHABET INC    (CAP STK CL A) GOOGL 3,872,000 3,332 1.54%
DISNEY WALT CO    (COM DISNEY) DIS 3,837,000 39,722 1.53%
PEPSICO INC    (COM) PEP 3,661,000 30,479 1.46%
AMGEN INC    (COM) AMGN 3,272,000 16,140 1.30%
VANGUARD SCOTTSDALE FDS    (SHRT TRM CORP BD) VCSH 3,180,000 40,205 1.27%
ISHARES TR    (CORE S&P500 ETF) IVV 3,141,000 12,156 1.25%
TRUIST FINL CORP    (COM) 3,119,000 101,134 1.24%
ACCENTURE PLC IRELAND    (SHS CLASS A) ACN 3,028,000 18,548 1.20%
ISHARES TR    (MSCI EAFE ETF) EFA 3,009,000 56,278 1.20%
ISHARES TR    (S&P MC 400VL ETF) IJJ 2,562,000 23,343 1.02%
ALLEGION PLC    (ORD SHS) ALLE 2,554,000 27,756 1.02%
PNC FINL SVCS GROUP INC    (COM) PNC 2,383,000 24,895 0.95%
BK OF AMERICA CORP    (COM) BAC 2,374,000 111,810 0.94%
ISHARES TR    (CORE S&P MCP ETF) IJH 2,311,000 16,067 0.92%
CHEVRON CORP NEW    (COM) CVX 2,282,000 31,495 0.91%
ORACLE CORP    (COM) ORCL 2,257,000 46,707 0.90%
DANAHER CORPORATION    (COM) DHR 2,250,000 16,255 0.89%
TE CONNECTIVITY LTD    (REG SHS) TEL 2,215,000 35,168 0.88%
UNILEVER PLC    (SPON ADR NEW) UL 2,100,000 41,525 0.83%
AMERISOURCEBERGEN CORP    (COM) ABC 2,091,000 23,627 0.83%
ARROW ELECTRS INC    (COM) ARW 2,087,000 40,226 0.83%
LOWES COS INC    (COM) LOW 1,999,000 23,233 0.79%
ALPHABET INC    (CAP STK CL C) GOOG 1,921,000 1,652 0.76%
INVESCO QQQ TR    (UNIT SER 1) 1,911,000 10,038 0.76%
SCHWAB STRATEGIC TR    (US MID-CAP ETF) SCHM 1,895,000 44,944 0.75%
DOMINION ENERGY INC    (COM) D 1,888,000 26,152 0.75%
LINDE PLC    (SHS) 1,885,000 10,898 0.75%
HOME DEPOT INC    (COM) HD 1,871,000 10,022 0.74%
HUNTSMAN CORP    (COM) HUN 1,848,000 128,076 0.73%
VANGUARD INDEX FDS    (EXTEND MKT ETF) VXF 1,809,000 19,983 0.72%
CARLISLE COS INC    (COM) CSL 1,809,000 14,442 0.72%
EATON CORP PLC    (SHS) ETN 1,789,000 23,029 0.71%
TRANE TECHNOLOGIES PLC    (SHS ) 1,782,000 21,576 0.71%
JOHNSON & JOHNSON    (COM) JNJ 1,731,000 13,198 0.69%
AT&T INC    (COM) T 1,663,000 57,035 0.66%
ABBOTT LABS    (COM) ABT 1,654,000 20,959 0.66%
US BANCORP DEL    (COM NEW) USB 1,648,000 47,835 0.65%
FACEBOOK INC    (CL A) FB 1,632,000 9,786 0.65%
THERMO FISHER SCIENTIFIC INC    (COM) TMO 1,614,000 5,693 0.64%
VERIZON COMMUNICATIONS INC    (COM) VZ 1,581,000 29,428 0.63%
CHUBB LIMITED    (COM) CB 1,565,000 14,014 0.62%
CONSTELLATION BRANDS INC    (CL A) STZ 1,540,000 10,740 0.61%
AMERICAN ELEC PWR CO INC    (COM) AEP 1,496,000 18,705 0.59%
ZIMMER BIOMET HOLDINGS INC    (COM) ZMH 1,491,000 14,752 0.59%
CVS HEALTH CORP    (COM) CVS 1,435,000 24,182 0.57%
PULTE GROUP INC    (COM) PHM 1,424,000 63,817 0.56%
ROYAL BK CDA    (COM) RY 1,415,000 22,984 0.56%
KEARNY FINL CORP MD    (COM) 1,348,000 156,946 0.53%
HONEYWELL INTL INC    (COM) HON 1,209,000 9,040 0.48%
FIFTH THIRD BANCORP    (COM) FITB 1,180,000 79,463 0.47%
S&P GLOBAL INC    (COM) SPGI 1,177,000 4,803 0.47%
TOYOTA MOTOR CORP    (SP ADR REP2COM) TM 1,100,000 9,168 0.43%
PIMCO ETF TR    (0-5 HIGH YIELD) HYS 1,097,000 12,795 0.43%
PPL CORP    (COM) PPL 1,084,000 43,909 0.43%
PHILLIPS 66    (COM) PSX 1,074,000 20,028 0.42%
CONOCOPHILLIPS    (COM) COP 1,002,000 32,537 0.40%
CAPITAL ONE FINL CORP    (COM) COF 957,000 18,977 0.38%
D R HORTON INC    (COM) DHI 946,000 27,831 0.37%
ISHARES TR    (SELECT DIVID ETF) DVY 945,000 12,855 0.37%
INTEL CORP    (COM) INTC 935,000 17,274 0.37%
PRICE T ROWE GROUP INC    (COM) TROW 932,000 9,541 0.37%
NIKE INC    (CL B) NKE 926,000 11,189 0.36%
ABBVIE INC    (COM) ABBV 911,000 11,957 0.36%
AUTOMATIC DATA PROCESSING IN    (COM) ADP 882,000 6,456 0.35%
PROCTER & GAMBLE CO    (COM) PG 863,000 7,844 0.34%
UNITED TECHNOLOGIES CORP    (COM) UTX 855,000 9,065 0.34%
BRANDYWINE RLTY TR    (SH BEN INT NEW) BDN 853,000 81,044 0.34%
NORFOLK SOUTHERN CORP    (COM) NSC 847,000 5,803 0.33%
SPDR S&P 500 ETF TR    (TR UNIT) SPY 829,000 3,215 0.33%
COLGATE PALMOLIVE CO    (COM) CL 825,000 12,430 0.32%
PARKER HANNIFIN CORP    (COM) PH 797,000 6,140 0.31%
NEXTERA ENERGY INC    (COM) NEE 791,000 3,289 0.31%
ILLINOIS TOOL WKS INC    (COM) ITW 773,000 5,440 0.30%
ISHARES TR    (CORE US AGGBD ET) AGG 753,000 6,527 0.30%
BERKSHIRE HATHAWAY INC DEL    (CL B NEW) BRK/B 726,000 3,972 0.28%
PROLOGIS INC.    (COM) PLD 722,000 8,978 0.28%
ISHARES TR    (CORE S&P SCP ETF) IJR 694,000 12,360 0.27%
MASCO CORP    (COM) MAS 673,000 19,475 0.26%
RAYTHEON CO    (COM NEW) RTN 658,000 5,015 0.26%
NVIDIA CORP    (COM) NVDA 637,000 2,417 0.25%
VANGUARD INDEX FDS    (S&P 500 ETF SHS) VOO 633,000 2,675 0.25%
CATERPILLAR INC DEL    (COM) CAT 586,000 5,049 0.23%
TARGET CORP    (COM) TGT 564,000 6,069 0.22%
DEERE & CO    (COM) DE 554,000 4,009 0.22%
INGERSOLL RAND INC    (COM ) 553,000 22,297 0.22%
KIMBERLY CLARK CORP    (COM) KMB 525,000 4,102 0.20%
PFIZER INC    (COM) PFE 525,000 16,096 0.20%
EXXON MOBIL CORP    (COM) XOM 519,000 13,656 0.20%
VANGUARD INDEX FDS    (SML CP GRW ETF) VBK 518,000 3,446 0.20%
SELECT SECTOR SPDR TR    (TECHNOLOGY) XLK 514,000 6,390 0.20%
VANGUARD WORLD FDS    (INF TECH ETF) VGT 501,000 2,367 0.20%
PPG INDS INC    (COM) PPG 491,000 5,877 0.19%
M & T BK CORP    (COM) MTB 489,000 4,730 0.19%
SCHWAB STRATEGIC TR    (US AGGREGATE B) SCHZ 485,000 8,943 0.19%
GLOBAL X FDS    (RBTCS ARTFL INTE) 482,000 26,595 0.19%
UNITEDHEALTH GROUP INC    (COM) UNH 463,000 1,857 0.18%
SELECT SECTOR SPDR TR    (ENERGY) XLE 430,000 14,791 0.17%
INTERNATIONAL BUSINESS MACHS    (COM) IBM 421,000 3,792 0.16%
BOEING CO    (COM) BA 418,000 2,801 0.16%
COCA COLA CO    (COM) KO 402,000 9,076 0.16%
MERCK & CO. INC    (COM) MRK 402,000 5,224 0.16%
VANGUARD INTL EQUITY INDEX F    (FTSE EMR MKT ETF) VWO 401,000 11,950 0.16%
3M CO    (COM) MMM 386,000 2,828 0.15%
ISHARES INC    (CORE MSCI EMKT) IEMG 383,000 9,456 0.15%
BRISTOL-MYERS SQUIBB CO    (COM) BMY 382,000 6,855 0.15%
VANGUARD TAX-MANAGED INTL FD    (FTSE DEV MKT ETF) VEA 371,000 11,137 0.14%
SELECT SECTOR SPDR TR    (SBI CONS DISCR) XLY 354,000 3,607 0.14%
DUKE ENERGY CORP NEW    (COM NEW) DUK 342,000 4,233 0.13%
CUMMINS INC    (COM) CMI 339,000 2,503 0.13%
MOOG INC    (CL A) MOG/A 338,000 6,686 0.13%
NETFLIX INC    (COM) NFLX 328,000 874 0.13%
SELECT SECTOR SPDR TR    (SBI INT-FINL) XLF 324,000 15,540 0.12%
SCHWAB STRATEGIC TR    (US DIVIDEND EQ) SCHD 315,000 7,008 0.12%
FEDEX CORP    (COM) FDX 311,000 2,562 0.12%
QUEST DIAGNOSTICS INC    (COM) DGX 310,000 3,859 0.12%
VANGUARD WORLD FDS    (HEALTH CAR ETF) VHT 303,000 1,825 0.12%
LOCKHEED MARTIN CORP    (COM) LMT 302,000 891 0.12%
SCHWAB STRATEGIC TR    (US BRD MKT ETF) SCHB 296,000 4,895 0.11%
SPDR SER TR    (S&P DIVID ETF) SDY 290,000 3,634 0.11%
VANGUARD WHITEHALL FDS    (HIGH DIV YLD) VYM 279,000 3,950 0.11%
SCHWAB STRATEGIC TR    (US LRG CAP ETF) SCHX 269,000 4,398 0.10%
CISCO SYS INC    (COM) CSCO 269,000 6,836 0.10%
ISHARES TR    (S&P MC 400GR ETF) IJK 264,000 1,482 0.10%
SPDR S&P MIDCAP 400 ETF TR    (UTSER1 S&PDCRP) MDY 256,000 974 0.10%
NUCOR CORP    (COM) NUE 256,000 7,113 0.10%
BECTON DICKINSON & CO    (COM) BDX 254,000 1,107 0.10%
TRAVELERS COMPANIES INC    (COM) TRV 247,000 2,488 0.09%
SCHWAB STRATEGIC TR    (INTL EQTY ETF) SCHF 246,000 9,506 0.09%
WELLS FARGO CO NEW    (COM) WFC 231,000 8,052 0.09%
COMCAST CORP NEW    (CL A) CMCSA 223,000 6,489 0.08%
TORONTO DOMINION BK ONT    (COM NEW) TD 218,000 5,152 0.08%
LABORATORY CORP AMER HLDGS    (COM NEW) LH 217,000 1,720 0.08%
SELECT SECTOR SPDR TR    (SBI INT-INDS) XLI 212,000 3,596 0.08%
AMERICAN TOWER CORP NEW    (COM) AMT 212,000 972 0.08%
STARBUCKS CORP    (COM) SBUX 207,000 3,156 0.08%
DOLLAR GEN CORP NEW    (COM) DG 206,000 1,365 0.08%
VANGUARD INDEX FDS    (SMALL CP ETF) VB 201,000 1,745 0.08%
MYLAN NV    (SHS EURO) MYL 157,000 10,550 0.06%
HERSHA HOSPITALITY TR    (PR SHS BEN INT) 156,000 43,691 0.06%
HEWLETT PACKARD ENTERPRISE C    (COM) HPE 154,000 15,910 0.06%
WELBILT INC    (COM) 143,000 27,858 0.05%
FORD MTR CO DEL    (COM) F 90,000 18,699 0.03%
MARATHON OIL CORP    (COM) MRO 37,000 11,339 0.01%
Total Value As 2020-03-31: 250,365,000 SEC FILING
* Portfolios do not reflect changes after reporting
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MAJOR GURUS:
Warren Buffett
John Paulson
George Soros

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