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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 : 9     View All Holdings Currently Viewing:  Unchanged 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
   (KRNY)1 Year Chart         KRNY Kearny Financial Corp. 107 - $5.37 $1,075,000 166,946 0.16% -423,000 0 0.187    N/A
   (VGT)1 Year Chart         VGT Vanguard I T VIPERS 139 - $579.41 $539,000 1,028 0.08% 41,000 0 0    Closed - End Fund - E...
   (DGRO)1 Year Chart         DGRO iShares Core Dividend Growth 142 - $57.22 $498,000 8,579 0.07% 36,000 0 0.003    N/A
   (MGC)1 Year Chart         MGC Vanguard Mega Cap 300 Index... 145 - $185.36 $432,000 2,313 0.06% 40,000 0 0.009    Closed - End Fund - E...
   (SDY)1 Year Chart         SDY streetTRACKS Series Trust -... 153 - $127.73 $404,000 3,078 0.06% 19,000 0 0    Closed - End Fund - E...
   (SNPS)1 Year Chart         SNPS Synopsys Inc 154 - $590.21 $397,000 695 0.06% 39,000 0 0    Technical & System So...
   (IWF)1 Year Chart         IWF iShares Russell 1000 Growth 163 - $363.10 $352,000 1,043 0.05% 36,000 0 0    Closed - End Fund - E...
   (PEG)1 Year Chart         PEG Public Service Enterprise G... 166 - $72.64 $333,000 4,993 0.05% 28,000 0 0.001    Multi Utilities
   (IWO)1 Year Chart         IWO iShares Russell 2000 Growth 196 - $258.17 $219,000 807 0.03% 15,000 0 0    Closed - End Fund - E...

      9 Records Found
  1    
Page 1 of 1
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