River Wealth Advisors LLC

13F Filings History

Latest 13F report
Q2 2024 - Aug 13, 2024
Value $
$697M
Signature - Title
Ralph Manna - Chief Compliance Officer
Location
Camp Hill, PA
Summary
This page shows a list of all the recent 13F filings made by River Wealth Advisors LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. River Wealth Advisors LLC reported 193 stock holdings with total value $697M as of Q2 2024. Top holdings included IWM, AAPL, MSFT, IWR, and NVDA.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q2 2024 193 $697M +$44.3M -$22.5M +$21.8M IWM, AAPL, MSFT, IWR, NVDA 13F-HR 8/13/2024, 09:57 AM
Q1 2024 208 $688M +$33.9M -$25.5M +$8.4M IWM, MSFT, AAPL, IWR, IVV 13F-HR 5/14/2024, 01:09 PM
Q4 2023 207 $626M +$22.7M -$18.8M +$3.98M IWM, AAPL, MSFT, IWR, IVV 13F-HR 2/13/2024, 11:04 AM
Q3 2023 200 $559M +$11.8M -$19.9M -$8.07M IWM, AAPL, MSFT, IWR, IVV 13F-HR 11/13/2023, 04:54 PM
Q2 2023 211 $589M +$14.5M -$11.1M +$3.4M AAPL, IWM, MSFT, IWR, IVV 13F-HR 8/9/2023, 09:29 AM
Q1 2023 207 $550M +$26.3M -$18.9M +$7.42M AAPL, IWM, MSFT, IWR, IVV 13F-HR 5/11/2023, 03:12 PM
Q4 2022 207 $519M +$27.2M -$9.11M +$18.1M IWM, AAPL, IWR, IVV, VEU 13F-HR 2/10/2023, 03:09 PM
Q3 2022 197 $464M +$21.2M -$61.5M -$40.3M AAPL, IWM, IVV, MSFT, IWR 13F-HR 11/14/2022, 11:05 AM
Q2 2022 212 $542M +$23.8M -$9.72M +$14.1M AAPL, IWM, VEU, IVV, MSFT 13F-HR 8/10/2022, 12:54 PM
Q1 2022 221 $626M +$25.2M -$3.91M +$21.3M AAPL, IWM, VEU, IVV, MSFT 13F-HR 5/9/2022, 03:51 PM
Q4 2021 222 $645M +$27M -$13.1M +$13.9M AAPL, VEU, MSFT, IWM, IVV 13F-HR 2/11/2022, 02:53 PM
Q3 2021 216 $583M +$21.2M -$2.69M +$18.5M AAPL, VEU, IWM, IVV, MSFT 13F-HR 11/12/2021, 08:56 AM
Q2 2021 213 $571M +$12.8M -$5.81M +$7.03M AAPL, VEU, IWM, IVV, VBK 13F-HR 8/6/2021, 01:49 PM
Q1 2021 209 $532M +$45.4M -$3.67M +$41.7M AAPL, VEU, IWM, VBK, IVV 13F-HR 5/11/2021, 03:22 PM
Q4 2020 203 $462M +$37.4M -$5.46M +$31.9M AAPL, VEU, IWM, CWB, MSFT 13F-HR 2/16/2021, 02:00 PM
Q3 2020 199 $383M +$49.5M -$8.22M +$41.3M AAPL, VEU, BND, MSFT, IWM 13F-HR 11/10/2020, 02:46 PM
Q2 2020 181 $329M +$33.5M -$3.4M +$30.1M AAPL, BND, VEU, MSFT, IWM 13F-HR 8/11/2020, 02:15 PM
Q1 2020 158 $250M +$36M -$17.1M +$19M BND, AAPL, VEU, MSFT, IWM 13F-HR 5/5/2020, 10:55 AM
Q4 2019 164 $296M +$19.8M -$9.36M +$10.4M BND, AAPL, CWB, EFA, MSFT 13F-HR 2/7/2020, 11:42 AM
Q3 2019 159 $265M +$7.66M -$3.34M +$4.32M BND, AAPL, CWB, EFA, SYK 13F-HR 10/29/2019, 10:50 AM
Q2 2019 160 $256M +$11M -$3.75M +$7.23M BND, AAPL, EFA, CWB, SYK 13F-HR 7/30/2019, 04:35 PM
Q1 2019 153 $239M +$5.39M -$17.3M -$11.9M BND, AAPL, EFA, SYK, CWB 13F-HR 5/7/2019, 12:40 PM
Q4 2018 536 $225M +$6.99M -$16.7M -$9.68M BND, AAPL, EFA, CWB, SYK 13F-HR 1/25/2019, 12:47 PM
Q3 2018 571 $271M +$7.7M -$7.19M +$512K BND, AAPL, EFA, CWB, IJJ 13F-HR 11/9/2018, 03:57 PM
Q2 2018 570 $257M +$24.2M -$7.14M +$17.1M BND, AAPL, EFA, IJJ, CWB 13F-HR 8/13/2018, 11:41 AM
Q1 2018 161 $237M +$6.73M -$4.92M +$1.81M BND, AAPL, EFA, IJJ, CWB 13F-HR 5/2/2018, 04:16 PM
Q4 2017 163 $240M +$11.4M -$5.57M +$5.87M BND, AAPL, IJJ, EFA, JPM 13F-HR 2/9/2018, 02:43 PM
Q3 2017 155 $221M +$7.17M -$7.18M -$7.31K BND, AAPL, IJJ, CWB, JPM 13F-HR 11/6/2017, 04:57 PM
Q2 2017 158 $215M +$9.35M -$4.76M +$4.59M BND, IJJ, AAPL, JPM, SYK 13F-HR 7/28/2017, 10:50 AM
Q1 2017 153 $206M +$11.1M -$10.2M +$863K BND, AAPL, IJJ, JPM, DIS 13F-HR 5/12/2017, 04:36 PM
Q4 2016 151 $198M +$14.8M -$5.88M +$8.93M BND, IJJ, AAPL, CVX, BBT 13F-HR 2/17/2017, 12:58 PM
Q3 2016 148 $181M +$8.46M -$6.22M +$2.24M BND, IJJ, AAPL, CVX, COR 13F-HR 11/2/2016, 11:46 AM
Q2 2016 151 $174M +$9.13M -$4.21M +$4.92M BND, IJJ, AAPL, CVX, COR 13F-HR 8/5/2016, 02:21 PM
Q1 2016 146 $167M +$12M -$4.51M +$7.44M BND, IJJ, AAPL, COR, MYL 13F-HR 4/27/2016, 03:35 PM
Q4 2015 142 $158M +$15.5M -$10.2M +$5.26M BND, IJJ, COR, AAPL, MYL 13F-HR 1/19/2016, 02:51 PM
Q3 2015 136 $146M +$5.97M -$2.11M +$3.86M BND, IJJ, COR, AAPL, DIS 13F-HR 10/26/2015, 10:47 AM
Q2 2015 137 $157M +$7.97M -$9.41M -$1.44M IJJ, BND, COR, MYL, AAPL 13F-HR 7/13/2015, 02:18 PM
Q1 2015 142 $162M $0 $0 IJJ, BND, COR, AAPL, MYL 13F-HR 5/15/2015, 02:31 PM