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VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs
13F HOLDINGS REPORT

River Wealth Advisors LLC

Quarter ended Q1 2023 · Filed February 10, 2023 · Accession 0001642570-23-000003

Total Value
$519.1M
Positions
207
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (207)

#IssuerTicker / CUSIPSharesValue% of Filing
1ISHARES TR464287655153,732$26.8M5.16%
2APPLE INCAAPL188,448$24.5M4.72%
3ISHARES TR464287499274,725$18.5M3.57%
4ISHARES TR46428720047,417$18.2M3.51%
5VANGUARD INTL EQUITY INDEX F922042775341,527$17.1M3.30%
6ISHARES TR46434V100351,889$16.8M3.24%
7MICROSOFT CORPMSFT70,201$16.8M3.24%
8SPDR SER TR78464A359198,108$12.7M2.46%
9VISA INCV51,104$10.6M2.05%
10ACCENTURE PLC IRELANDACN33,264$8.9M1.71%
11ELEVANCE HEALTH INCELV16,772$8.6M1.66%
12ALPHABET INCGOOG93,648$8.3M1.59%
13PEPSICO INCPEP40,452$7.3M1.41%
14JPMORGAN CHASE & COVYLD53,410$7.2M1.38%
15AIR PRODS & CHEMS INCAIIR22,958$7.1M1.36%
16STRYKER CORPORATIONSYK28,609$7.0M1.35%
17ISHARES INC46434G103136,957$6.4M1.23%
18AMAZON COM INCAMZN72,646$6.1M1.18%
19LOWES COS INC54866110729,033$5.8M1.11%
20CHEVRON CORP NEWCVX31,978$5.7M1.11%
21MASTERCARD INCORPORATEDMA16,228$5.6M1.09%
22BANK AMERICA CORP060505104156,349$5.2M1.00%
23THERMO FISHER SCIENTIFIC INCTMO9,185$5.1M0.97%
24VANGUARD INDEX FDS92290859525,124$5.0M0.97%
25CARLISLE COS INC14233910020,926$4.9M0.95%
26DISNEY WALT CO25468710655,417$4.8M0.93%
27AMGEN INCAMGN18,199$4.8M0.92%
28EATON CORP PLCETN29,390$4.6M0.89%
29D R HORTON INC23331A10951,067$4.6M0.88%
30CONOCOPHILLIPSCOP37,420$4.4M0.85%
31AMERISOURCEBERGEN CORPCOR26,176$4.3M0.84%
32UNITEDHEALTH GROUP INCUNH7,933$4.2M0.81%
33CVS HEALTH CORPCVS43,898$4.1M0.79%
34TE CONNECTIVITY LTDTEL35,170$4.0M0.78%
35TRANE TECHNOLOGIES PLCTT23,766$4.0M0.77%
36CONSTELLATION BRANDS INCSTZ16,888$3.9M0.75%
37PNC FINL SVCS GROUP INC69347510524,419$3.9M0.74%
38TJX COS INC NEW87254010946,709$3.7M0.72%
39PROLOGIS INC.PLDGP32,785$3.7M0.71%
40QUALCOMM INCQCOM33,275$3.7M0.70%
41ISHARES TR46428770535,712$3.6M0.69%
42ISHARES TR46428750714,849$3.6M0.69%
43JOHNSON & JOHNSONJNJ19,906$3.5M0.68%
44ABBVIE INCABBV21,430$3.5M0.67%
45VANGUARD INDEX FDS92290865225,474$3.4M0.65%
46CHUBB LIMITEDCB15,029$3.3M0.64%
47DANAHER CORPORATION23585110212,408$3.3M0.63%
48FIFTH THIRD BANCORPFITBM100,079$3.3M0.63%
49HOME DEPOT INCHD10,348$3.3M0.63%
50ARROW ELECTRS INC04273510031,082$3.3M0.63%
51ORACLE CORPORCL-PD37,951$3.1M0.60%
52LINDE PLCLIN9,329$3.0M0.59%
53PHILLIPS 66PSX28,721$3.0M0.58%
54ALPHABET INCGOOG32,332$2.9M0.55%
55ISHARES TR46428746542,815$2.8M0.54%
56ISHARES TR46428723474,102$2.8M0.54%
57MARSH & MCLENNAN COS INC57174810216,724$2.8M0.53%
58COMCAST CORP NEWCCZ77,532$2.7M0.52%
59HONEYWELL INTL INC43851610612,623$2.7M0.52%
60INVESCO QQQ TRIVZ9,772$2.6M0.50%
61HUNTSMAN CORPHUN93,521$2.6M0.50%
62MERCK & CO INCMRK22,747$2.5M0.49%
63AMERICAN ELEC PWR CO INC02553710126,423$2.5M0.48%
64RAYTHEON TECHNOLOGIES CORPRTX24,818$2.5M0.48%
65CAPITAL ONE FINL CORP14040H10526,184$2.4M0.47%
66NIKE INCNKE20,531$2.4M0.46%
67SCHWAB STRATEGIC TR80852450835,681$2.3M0.45%
68TRUIST FINL CORP89832Q10954,089$2.3M0.45%
69US BANCORP DELUSB-PS51,834$2.3M0.44%
70PROCTER AND GAMBLE CO74271810914,791$2.2M0.43%
71PULTE GROUP INC74586710148,801$2.2M0.43%
72BERKSHIRE HATHAWAY INC DELBRK-A6,589$2.0M0.39%
73LAM RESEARCH CORPLRCX4,806$2.0M0.39%
74PPL CORPPPLC68,113$2.0M0.38%
75ISHARES TR46428780419,771$1.9M0.36%
76ROYAL BK CDA SUSTAINABL78008710219,663$1.8M0.36%
77UNILEVER PLCUNLYF36,352$1.8M0.35%
78ALLEGION PLCALLE17,042$1.8M0.35%
79DEERE & CODE4,112$1.8M0.34%
80COSTCO WHSL CORP NEW22160K1053,774$1.7M0.33%
81KEARNY FINL CORP MDBEKE166,946$1.7M0.33%
82PARKER-HANNIFIN CORPPH5,649$1.6M0.32%
83COLGATE PALMOLIVE COCL20,799$1.6M0.32%
84LOCKHEED MARTIN CORPLMT3,347$1.6M0.31%
85ZIMMER BIOMET HOLDINGS INCZBH12,471$1.6M0.31%
86PFIZER INCPFE30,893$1.6M0.30%
87CATERPILLAR INCCAT6,298$1.5M0.29%
88ISHARES TR46428716812,058$1.5M0.28%
89VERIZON COMMUNICATIONS INCVZ35,614$1.4M0.27%
90VANGUARD INDEX FDS9229083633,963$1.4M0.27%
91NVIDIA CORPORATIONNVDA9,208$1.3M0.26%
92WASTE MGMT INC DEL94106L1098,471$1.3M0.26%
93FREEPORT-MCMORAN INCFCX34,397$1.3M0.25%
94ISHARES TR46428760619,089$1.3M0.25%
95SPDR S&P 500 ETF TRSPY3,317$1.3M0.24%
96BLACKROCK INCBLK1,777$1.3M0.24%
97ISHARES TR4642876225,980$1.3M0.24%
98MCDONALDS CORPMCD4,737$1.2M0.24%
99SELECT SECTOR SPDR TR81369Y50614,253$1.2M0.24%
100AUTOMATIC DATA PROCESSING INADP5,210$1.2M0.24%
101S&P GLOBAL INCSPGI3,696$1.2M0.24%
102ADVANCED MICRO DEVICES INCAMD18,933$1.2M0.24%
103EXXON MOBIL CORPXOM11,031$1.2M0.23%
104SUMMIT MATLS INC86614U10042,528$1.2M0.23%
105NORFOLK SOUTHN CORP6558441084,799$1.2M0.23%
106NEXTERA ENERGY INCNEE-PW13,921$1.2M0.22%
107CISCO SYS INCCSCO24,257$1.2M0.22%
108MASCO CORPMAS24,615$1.1M0.22%
109AMERICAN TOWER CORP NEW03027X1005,356$1.1M0.22%
110TOYOTA MOTOR CORPTOYOF7,833$1.1M0.21%
111SELECT SECTOR SPDR TR81369Y86028,093$1.0M0.20%
112UNION PAC CORPUNP4,694$971,9870.19%
113DOMINION ENERGY INCD15,794$968,5140.19%
114ILLINOIS TOOL WKS INC4523081094,197$924,6080.18%
115AVERY DENNISON CORPAVY4,837$875,4970.17%
116VANGUARD INTL EQUITY INDEX F92204285821,939$855,1730.16%
117DIGITAL RLTY TR INC2538681038,442$846,4650.16%
118FEDEX CORPFDX4,863$842,3450.16%
119SELECT SECTOR SPDR TR81369Y8036,385$794,5730.15%
120KIMBERLY-CLARK CORPKMB5,769$783,1220.15%
121PRICE T ROWE GROUP INCTROW6,828$744,7030.14%
122SPDR S&P MIDCAP 400 ETF TRMDY1,627$720,6080.14%
123TEXAS INSTRS INC8825081044,293$709,3290.14%
124ISHARES TR46428827312,477$704,7010.14%
125COCA COLA COKO11,042$702,3820.14%
126GOLDMAN SACHS GROUP INCGSCE2,003$687,8620.13%
127INGERSOLL RAND INCIR12,969$677,6300.13%
128TARGET CORPTGT4,534$675,7480.13%
129VANGUARD WORLD FD9219108735,096$674,7680.13%
130VANGUARD INDEX FDS9229087513,644$668,8350.13%
131NISOURCE INCNI24,182$663,0720.13%
132PPG INDS INC6935061075,079$638,6280.12%
133GLOBAL X FDS37954Y71529,783$612,0310.12%
134CARRIER GLOBAL CORPORATIONCARR14,832$611,8230.12%
135DISCOVER FINL SVCS2547091086,131$599,7960.12%
136MCKESSON CORPMCK1,597$599,0670.12%
137VANGUARD WHITEHALL FDS9219464065,422$586,7250.11%
138SELECT SECTOR SPDR TR81369Y60517,147$586,4300.11%
139CITIGROUP INCC-PR12,519$566,2230.11%
140VANGUARD WORLD FDS92204A7021,671$533,7340.10%
141META PLATFORMS INCMETA4,389$528,1720.10%
142BRISTOL-MYERS SQUIBB COCELG-RI7,309$525,8830.10%
143SPDR SER TR78464A7634,139$517,8630.10%
144TORO COTORO4,547$514,7200.10%
145M & T BK CORP55261F1043,512$509,4510.10%
146VANGUARD TAX-MANAGED FDS92194385811,848$497,2610.10%
147C H ROBINSON WORLDWIDE INCCHRW5,374$492,0430.09%
148GENERAL DYNAMICS CORPGD1,940$481,3330.09%
149HERSHEY COHSY2,020$467,8010.09%
150OTIS WORLDWIDE CORPOTIS5,832$456,6890.09%
151LABORATORY CORP AMER HLDGS50540R4091,938$456,3600.09%
152RESMED INCRSMDF2,191$456,0130.09%
153VANGUARD WORLD FDS92204A5041,831$454,1800.09%
154CUMMINS INCCMI1,852$448,7800.09%
155FIDELITY COVINGTON TRUST3160928084,746$448,5300.09%
156VANGUARD INDEX FDS9229087692,320$443,5020.09%
157VANGUARD BD INDEX FDS9219378356,143$441,3130.09%
158TORONTO DOMINION BK ONTTORO6,631$429,4240.08%
159MCCORMICK & CO INCMKC-V5,108$423,4020.08%
160ABBOTT LABSABLZF3,764$413,2600.08%
161TOLL BROTHERS INCTOL8,195$409,0940.08%
162TESLA INCTSLA3,309$407,6030.08%
163QUEST DIAGNOSTICS INCDGX2,599$406,5270.08%
164TRAVELERS COMPANIES INCTRV2,156$404,2100.08%
165GLOBE LIFE INCGL-PD3,286$396,1270.08%
166NUCOR CORPNUE2,886$380,4030.07%
167STARBUCKS CORPSBUX3,808$377,8030.07%
168SCHWAB CHARLES CORPSCHW-PJ4,409$367,1090.07%
169WELLS FARGO CO NEW9497461018,857$365,6910.07%
170T-MOBILE US INCTMUSZ2,576$360,6400.07%
171EXELON CORPEXC8,137$351,7700.07%
172SCHWAB STRATEGIC TR8085242017,674$346,4910.07%
173SELECT SECTOR SPDR TR81369Y4072,631$339,8200.07%
174MOOG INCMOG-B3,753$329,4000.06%
175SCHWAB STRATEGIC TR8085246078,041$325,7230.06%
176DUKE ENERGY CORP NEWDUKB3,093$318,5970.06%
177GALLAGHER ARTHUR J & CO3635761091,678$316,3700.06%
178GENUINE PARTS COGPC1,810$314,0530.06%
179VANGUARD INDEX FDS9229086291,491$303,8810.06%
180DOLLAR GEN CORP NEW2566771051,226$301,9020.06%
181FIDELITY COVINGTON TRUST3160926004,691$300,1240.06%
182VANGUARD SCOTTSDALE FDS92206C8703,572$276,8390.05%
183LILLY ELI & COLLY747$273,3760.05%
184SCHWAB STRATEGIC TR8085247973,595$271,5430.05%
185BECTON DICKINSON & COBDX1,059$269,3040.05%
186BROWN & BROWN INCBRO4,657$265,3090.05%
187ISHARES TR4642872262,711$262,9150.05%
188STEEL DYNAMICS INCSTLD2,641$258,0260.05%
189NOVARTIS AGNVSEF2,771$251,3850.05%
190VANGUARD INDEX FDS9229087361,176$250,5630.05%
191SYNOPSYS INCSNPS775$247,4500.05%
192SELECT SECTOR SPDR TR81369Y7042,498$245,3610.05%
193WALMART INCWMT1,713$242,9220.05%
194FIDELITY COVINGTON TRUST3160925014,797$229,9680.04%
195AON PLCAON747$224,2050.04%
196COHEN & STEERS QUALITY INCOM19247L10619,121$219,8920.04%
197NETFLIX INCNFLX740$218,2110.04%
198FACTSET RESH SYS INC303075105528$211,8390.04%
199RPM INTL INC7496851032,159$210,3950.04%
200INVESCO EXCH TRADED FD TR IIIVZ3,641$207,4960.04%
201PUBLIC SVC ENTERPRISE GRP IN7445731063,324$203,6610.04%
202CONSTELLATION ENERGY CORPCEG2,325$200,4110.04%
203KINDER MORGAN INC DELEP-PC10,538$190,5270.04%
204FORD MTR CO DEL34537086014,822$172,3760.03%
205PIMCO STRATEGIC INCOME FD72200X10431,967$157,9170.03%
206ARES CAPITAL CORPARCC120,000$127,7460.02%
207GERON CORPGERN10,000$24,2000.00%