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  Name: River Wealth Advisors LLC
  City: HARRISBURG
  State: PA
  Zip: 17110
   
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Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $687,946,000
  Total Value Change : $61,722,000
  Securities Held Change : 1
   
All Securities Held : 208
  New Positions : 15
  Closed Positions : 13
  Increased Positions : 74
  Unchanged Positions : 9
  Decreased Positions : 110

                  Consumer Discretionary Consumer Staples Financials Health Care Industrials Information Technology Basic Materials Conglomerates Energy Utilities
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Holdings Found : 13     View All Holdings Currently Viewing:  Closed Positions     Page 1 of 1
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 Ticker Company Name Position
Rank		 New/Closed
Postion
Last
Close
     Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
    % of Company    Industry
   (VIG)1 Year Chart         VIG Vanguard Dividend Appreciat... 211 Closed $181.31 $0 0 0% -266,000 -1,561 0    Closed - End Fund - Debt
   (BIL)1 Year Chart         BIL Spdr Brcly Cap 1-3 Mnth Tb 217 Closed $0.00 $0 0 0% -694,000 -7,595 0    Closed - End Fund - E...
   (USB)1 Year Chart         USB US Bancorp Delaware 210 Closed $39.02 $0 0 0% -1,382,000 -31,938 0    Domestic Regional Banks
   (DUK)1 Year Chart         DUK Duke Energy Corp 216 Closed $102.62 $0 0 0% -231,000 -2,385 0    Electric Utilities
   (BND)1 Year Chart         BND Vanguard Total Bond Market ETF 209 Closed $71.72 $0 0 0% -210,000 -2,853 0    Closed - End Fund - E...
   (TLT)1 Year Chart         TLT iShares Tr Lehman 20+yr Tres 215 Closed $91.50 $0 0 0% -208,000 -2,104 0    Closed - End Fund - E...
   (VONG)1 Year Chart         VONG Vanguard Russell 1000 Growt... 221 Closed $90.38 $0 0 0% -1,332,000 -17,076 0    N/A
   (GERN)1 Year Chart         GERN Geron Corporation 214 Closed $4.59 $0 0 0% -21,000 -10,000 0    Drug Manufacturers - ...
   (ADBE)1 Year Chart         ADBE Adobe Systems Inc 220 Closed $465.43 $0 0 0% -211,000 -353 0    Application Software
   (FDS)1 Year Chart         FDS Factset Research Systems Inc 213 Closed $409.93 $0 0 0% -235,000 -492 0    Information & Deliver...
   (MDT)1 Year Chart         MDT Medtronic Plc 219 Closed $84.07 $0 0 0% -202,000 -2,447 0    Medical Appliances & ...
   (VLTO)1 Year Chart         VLTO Veralto Corp 212 Closed $99.22 $0 0 0% -237,000 -2,880 0    N/A
   (OCUL)1 Year Chart         OCUL Ocular Therapeutix, Inc 218 Closed $0.00 $0 0 0% -45,000 -10,000 0    N/A
      13 Records Found
  1    
Page 1 of 1
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