River Wealth Advisors LLC [Rocket]

Holdings

River Wealth Advisors LLC

Changes: All | New | Increased | Decreased | Sold Out

Portfolio as of:

Name	Ticker	Class	Shares	Change	Value	Change	% Port	% OS	Hist	Date
MICROSOFT CORP	MSFT	Common	72,506	1,673	24,691,357,000	4,270,341,000	4.19	0.00	Hist	06/30/2023
NVIDIA CORP	NVDA	Common	14,586	2,866	6,170,210,000	2,914,726,000	1.05	0.00	Hist	06/30/2023
iSHARES TRUST	IWM	Common	173,031	7,268	32,403,446,000	2,831,345,000	5.50		Hist	06/30/2023
AMAZON COM INC	AMZN	Common	74,114	810	9,661,442,000	2,089,919,000	1.64		Hist	06/30/2023
iSHARES TRUST	IWR	ETF	298,926	8,304	21,830,564,000	1,510,257,000	3.70		Hist	06/30/2023
HORTON D R INC /DE/	DHI	Common	52,932	347	6,441,285,000	1,304,282,000	1.09	0.02	Hist	06/30/2023
AMERISOURCEBERGEN CORP	ABC	Common	29,841	1,375	5,742,210,000	1,184,595,000	0.97	0.01	Hist	06/30/2023
LAM RESEARCH CORP	LRCX	Common	6,964	717	4,476,878,000	1,165,218,000	0.76	0.01	Hist	06/30/2023
JPMORGAN CHASE & CO	JPM	Common	56,281	1,802	8,185,513,000	1,086,307,000	1.39		Hist	06/30/2023
ABBOTT LABORATORIES	ABT	Common	12,120	8,304	1,321,333,000	934,915,000	0.22		Hist	06/30/2023
Accenture plc	ACN	COM	34,306	512	10,586,199,000	927,428,000	1.80	0.01	Hist	06/30/2023
TETRA TECH INC	TTEK	Common	12,858	3,845	2,105,394,000	781,294,000	0.36	0.02	Hist	06/30/2023
ADVANCED MICRO DEVICES INC	AMD	Common	27,855	3,391	3,172,964,000	775,247,000	0.54	0.00	Hist	06/30/2023
LOWES COMPANIES INC	LOW	Common	29,371	66	6,629,014,000	768,831,000	1.12	0.01	Hist	06/30/2023
CARLISLE COMPANIES INC	CSL	Common	21,088	279	5,409,737,000	705,481,000	0.92	0.04	Hist	06/30/2023
SPDR SERIES TRUST	CWB	Common	202,850	1,020	14,189,386,000	652,677,000	2.41		Hist	06/30/2023
TJX COMPANIES INC /DE/	TJX	Common	55,174	3,324	4,678,201,000	615,238,000	0.79	0.00	Hist	06/30/2023
Merck & Co., Inc.	MRK	COM	29,667	3,219	3,423,320,000	609,507,000	0.58		Hist	06/30/2023
Alphabet Inc.	GOOG	COM	30,413	10	3,679,061,000	517,149,000	0.62		Hist	06/30/2023
TRI Resources Inc.	TRGP	COM	14,103	6,241	1,073,248,000	499,715,000	0.18		Hist	06/30/2023
iShares, Inc.	IEMG	Common	156,840	8,574	7,730,629,000	496,723,000	1.31		Hist	06/30/2023
PEPSICO INC	PEP	Common	43,827	1,939	8,117,632,000	481,396,000	1.38		Hist	06/30/2023
T-Mobile US, Inc.	TMUS	COM	19,515	3,970	2,710,634,000	459,096,000	0.46	0.00	Hist	06/30/2023
VANGUARD INTERNATIONAL EQUITY INDEX FUNDS	VEU	ETF	345,931	2,445	18,822,096,000	455,910,000	3.19		Hist	06/30/2023
CONSTELLATION BRANDS, INC.	STZ	CL A	17,632	383	4,339,667,000	443,181,000	0.74		Hist	06/30/2023
COSTCO WHOLESALE CORP /NEW	COST	Common	4,617	426	2,485,652,000	403,376,000	0.42		Hist	06/30/2023
WASTE MANAGEMENT INC	WM	Common	13,225	1,261	2,293,506,000	341,349,000	0.39	0.00	Hist	06/30/2023
COMCAST CORP	CMCSA	Common	83,880	654	3,485,199,000	330,088,000	0.59		Hist	06/30/2023
FEDEX CORP	FDX	Common	7,579	658	1,878,873,000	297,540,000	0.32	0.00	Hist	06/30/2023
UNITEDHEALTH GROUP INC	UNH	Common	9,195	444	4,419,536,000	283,910,000	0.75	0.00	Hist	06/30/2023
BERKSHIRE HATHAWAY INC	BRK/B	Common	6,795	116	2,317,095,000	254,820,000	0.39		Hist	06/30/2023
BlackRock Inc.	BLK	Common	2,684	256	1,854,787,000	230,389,000	0.31	0.00	Hist	06/30/2023
NEXTERA ENERGY INC	FPL	common	22,732	3,768	1,686,701,000	224,927,000	0.29		Hist	06/30/2023
SPDR S&P 500 ETF TRUST	SPY	Common	3,370	254	1,493,812,000	218,249,000	0.25		Hist	06/30/2023
Chubb Ltd	CB	COM	18,355	1,233	3,534,400,000	209,585,000	0.60	0.00	Hist	06/30/2023
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