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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 Q3 2023 · Filed August 9, 2023 · Accession 0001642570-23-000007

Total Value
$589.4M
Positions
211
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (211)

#IssuerTicker / CUSIPSharesValue% of Filing
1APPLE INCAAPL177,332$34.4M5.84%
2ISHARES TR464287655173,031$32.4M5.50%
3MICROSOFT CORPMSFT72,506$24.7M4.19%
4ISHARES TR464287499298,926$21.8M3.70%
5ISHARES TR46428720047,344$21.1M3.58%
6VANGUARD INTL EQUITY INDEX F922042775345,931$18.8M3.19%
7ISHARES TR46434V100366,579$17.7M3.00%
8SPDR SER TR78464A359202,850$14.2M2.41%
9VISA INCV48,710$11.6M1.96%
10ALPHABET INCGOOG88,871$10.6M1.81%
11ACCENTURE PLC IRELANDACN34,306$10.6M1.80%
12AMAZON COM INCAMZN74,114$9.7M1.64%
13JPMORGAN CHASE & COVYLD56,281$8.2M1.39%
14PEPSICO INCPEP43,827$8.1M1.38%
15STRYKER CORPORATIONSYK26,457$8.1M1.37%
16ISHARES INC46434G103156,840$7.7M1.31%
17ELEVANCE HEALTH INCELV15,516$6.9M1.17%
18LOWES COS INC54866110729,371$6.6M1.12%
19AIR PRODS & CHEMS INCAIIR22,034$6.6M1.12%
20D R HORTON INC23331A10952,932$6.4M1.09%
21NVIDIA CORPORATIONNVDA14,586$6.2M1.05%
22MASTERCARD INCORPORATEDMA15,072$5.9M1.01%
23AMERISOURCEBERGEN CORPCOR29,841$5.7M0.97%
24EATON CORP PLCETN28,151$5.7M0.96%
25VANGUARD INDEX FDS92290859523,939$5.5M0.93%
26CARLISLE COS INC14233910021,088$5.4M0.92%
27CHEVRON CORP NEWCVX33,056$5.2M0.88%
28THERMO FISHER SCIENTIFIC INCTMO9,657$5.0M0.85%
29BANK AMERICA CORP060505104170,320$4.9M0.83%
30DISNEY WALT CO25468710654,166$4.8M0.82%
31TE CONNECTIVITY LTDTEL34,142$4.8M0.81%
32TJX COS INC NEW87254010955,174$4.7M0.79%
33LAM RESEARCH CORPLRCX6,964$4.5M0.76%
34UNITEDHEALTH GROUP INCUNH9,195$4.4M0.75%
35CONSTELLATION BRANDS INCSTZ17,632$4.3M0.74%
36ORACLE CORPORCL-PD36,049$4.3M0.73%
37ARROW ELECTRS INC04273510029,238$4.2M0.71%
38TRANE TECHNOLOGIES PLCTT21,016$4.0M0.68%
39ISHARES TR46428750714,714$3.8M0.65%
40AMGEN INCAMGN17,081$3.8M0.64%
41PROLOGIS INC.PLDGP30,844$3.8M0.64%
42CONOCOPHILLIPSCOP35,591$3.7M0.63%
43ISHARES TR46428770534,397$3.7M0.63%
44ALPHABET INCGOOG30,413$3.7M0.62%
45PULTE GROUP INC74586710146,495$3.6M0.61%
46CHUBB LIMITEDCB18,355$3.5M0.60%
47COMCAST CORP NEWCCZ83,880$3.5M0.59%
48VANGUARD INDEX FDS92290865223,333$3.5M0.59%
49CVS HEALTH CORPCVS49,864$3.4M0.58%
50MERCK & CO INCMRK29,667$3.4M0.58%
51INVESCO QQQ TRIVZ9,177$3.4M0.58%
52LINDE PLCLIN8,631$3.3M0.56%
53ADVANCED MICRO DEVICES INCAMD27,855$3.2M0.54%
54JOHNSON & JOHNSONJNJ18,767$3.1M0.53%
55HOME DEPOT INCHD9,932$3.1M0.52%
56MARSH & MCLENNAN COS INC57174810215,939$3.0M0.51%
57QUALCOMM INCQCOM24,873$3.0M0.50%
58FIFTH THIRD BANCORPFITBM109,404$2.9M0.49%
59DANAHER CORPORATION23585110211,502$2.8M0.47%
60ISHARES TR46428723469,375$2.7M0.47%
61CAPITAL ONE FINL CORP14040H10524,852$2.7M0.46%
62T-MOBILE US INCTMUSZ19,515$2.7M0.46%
63ABBVIE INCABBV19,747$2.7M0.45%
64ISHARES TR46428746536,264$2.6M0.45%
65PHILLIPS 66PSX27,520$2.6M0.45%
66DEERE & CODE6,440$2.6M0.44%
67SCHWAB STRATEGIC TR80852450835,408$2.5M0.43%
68COSTCO WHSL CORP NEW22160K1054,617$2.5M0.42%
69RAYTHEON TECHNOLOGIES CORPRTX24,618$2.4M0.41%
70HONEYWELL INTL INC43851610611,293$2.3M0.40%
71BERKSHIRE HATHAWAY INC DELBRK-A6,795$2.3M0.39%
72PNC FINL SVCS GROUP INC69347510518,388$2.3M0.39%
73WASTE MGMT INC DEL94106L10913,225$2.3M0.39%
74PROCTER AND GAMBLE CO74271810914,600$2.2M0.38%
75AMERICAN ELEC PWR CO INC02553710125,451$2.1M0.36%
76TETRA TECH INC NEWTTEK12,858$2.1M0.36%
77PARKER-HANNIFIN CORPPH5,225$2.0M0.35%
78LOCKHEED MARTIN CORPLMT4,341$2.0M0.34%
79ISHARES TR46428780419,903$2.0M0.34%
80TRUIST FINL CORP89832Q10962,597$1.9M0.32%
81HUNTSMAN CORPHUN69,686$1.9M0.32%
82FEDEX CORPFDX7,579$1.9M0.32%
83BLACKROCK INCBLK2,684$1.9M0.31%
84UNILEVER PLCUNLYF34,475$1.8M0.30%
85NIKE INCNKE15,859$1.8M0.30%
86EXXON MOBIL CORPXOM16,056$1.7M0.29%
87ZIMMER BIOMET HOLDINGS INCZBH11,620$1.7M0.29%
88NEXTERA ENERGY INCNEE-PW22,732$1.7M0.29%
89SUMMIT MATLS INC86614U10043,906$1.7M0.28%
90FREEPORT-MCMORAN INCFCX41,529$1.7M0.28%
91ROYAL BK CDA78008710216,170$1.5M0.26%
92VANGUARD INDEX FDS9229083633,750$1.5M0.26%
93COLGATE PALMOLIVE COCL19,726$1.5M0.26%
94CATERPILLAR INCCAT6,081$1.5M0.25%
95SPDR S&P 500 ETF TRSPY3,370$1.5M0.25%
96ALLEGION PLCALLE12,396$1.5M0.25%
97ISHARES TR4642876225,980$1.5M0.25%
98US BANCORP DELUSB-PS43,642$1.4M0.24%
99S&P GLOBAL INCSPGI3,400$1.4M0.23%
100ABBOTT LABSABLZF12,120$1.3M0.22%
101PFIZER INCPFE35,969$1.3M0.22%
102CISCO SYS INCCSCO25,204$1.3M0.22%
103MCDONALDS CORPMCD4,366$1.3M0.22%
104ISHARES TR46428716810,656$1.2M0.20%
105GOLDMAN SACHS GROUP INCGSCE3,679$1.2M0.20%
106TOYOTA MOTOR CORPTOYOF7,348$1.2M0.20%
107KEARNY FINL CORP MDBEKE166,946$1.2M0.20%
108NISOURCE INCNI42,821$1.2M0.20%
109PPL CORPPPLC43,900$1.2M0.20%
110META PLATFORMS INCMETA3,953$1.1M0.19%
111SELECT SECTOR SPDR TR81369Y50613,520$1.1M0.19%
112TARGA RES CORPTRGP14,103$1.1M0.18%
113ISHARES TR46428760614,008$1.1M0.18%
114AMERICAN TOWER CORP NEW03027X1005,346$1.0M0.18%
115AUTOMATIC DATA PROCESSING INADP4,712$1.0M0.18%
116NORFOLK SOUTHN CORP6558441084,498$1.0M0.17%
117SELECT SECTOR SPDR TR81369Y86027,023$1.0M0.17%
118DIGITAL RLTY TR INC2538681038,649$984,8850.17%
119ILLINOIS TOOL WKS INC4523081093,866$967,0680.16%
120SELECT SECTOR SPDR TR81369Y8035,523$960,1570.16%
121VANGUARD INTL EQUITY INDEX F92204285820,871$849,0240.14%
122AVERY DENNISON CORPAVY4,728$812,2710.14%
123MASCO CORPMAS14,073$807,4990.14%
124KIMBERLY-CLARK CORPKMB5,731$791,2080.13%
125GLOBAL X FDS37954Y71527,379$786,8720.13%
126UNION PAC CORPUNP3,842$786,1510.13%
127INGERSOLL RAND INCIR11,978$782,8830.13%
128PPG INDS INC6935061075,218$773,8920.13%
129PRICE T ROWE GROUP INCTROW6,778$759,3010.13%
130SPDR S&P MIDCAP 400 ETF TRMDY1,570$752,0930.13%
131VANGUARD INDEX FDS9229087513,703$736,4460.12%
132DOMINION ENERGY INCD14,083$729,3710.12%
133TEXAS INSTRS INC8825081043,977$715,9690.12%
134DISCOVER FINL SVCS2547091085,981$698,8800.12%
135VANGUARD WORLD FDS92204A7021,531$676,9470.11%
136MCKESSON CORPMCK1,579$674,7230.11%
137ISHARES TR46428827311,239$662,8770.11%
138FIDELITY COVINGTON TRUST3160928084,539$592,9430.10%
139COCA COLA COKO9,623$579,4980.10%
140TOLL BROTHERS INCTOL7,135$564,1650.10%
141VANGUARD TAX-MANAGED FDS92194385812,143$560,7640.10%
142CARRIER GLOBAL CORPORATIONCARR10,796$536,6750.09%
143WELLS FARGO CO NEW94974610112,563$536,1810.09%
144LABORATORY CORP AMER HLDGS50540R4092,199$530,6850.09%
145TARGET CORPTGT3,996$527,0510.09%
146VANGUARD WHITEHALL FDS9219464064,944$524,3930.09%
147CITIGROUP INCC-PR11,156$513,6030.09%
148HERSHEY COHSY2,030$506,9630.09%
149RESMED INCRSMDF2,171$474,3640.08%
150C H ROBINSON WORLDWIDE INCCHRW4,833$455,9940.08%
151SPDR SER TR78464A7633,715$455,3850.08%
152SELECT SECTOR SPDR TR81369Y60513,036$439,4580.07%
153VANGUARD WORLD FD9219108732,763$432,2990.07%
154VANGUARD WORLD FDS92204A5041,762$431,3730.07%
155BRISTOL-MYERS SQUIBB COCELG-RI6,681$427,2500.07%
156GENERAL DYNAMICS CORPGD1,978$425,4710.07%
157MCCORMICK & CO INCMKC-V4,788$417,6580.07%
158LILLY ELI & COLLY877$411,4670.07%
159M & T BK CORP55261F1043,315$410,2650.07%
160GALLAGHER ARTHUR J & CO3635761091,859$408,1810.07%
161TRAVELERS COMPANIES INCTRV2,325$403,7170.07%
162VANGUARD BD INDEX FDS9219378355,544$402,9940.07%
163VANGUARD INDEX FDS9229087691,808$398,3620.07%
164SELECT SECTOR SPDR TR81369Y4072,333$396,1670.07%
165NUCOR CORPNUE2,327$381,6610.06%
166STARBUCKS CORPSBUX3,801$376,4970.06%
167GLOBE LIFE INCGL-PD3,286$360,2120.06%
168MOOG INCMOG-B3,318$359,7420.06%
169TORONTO DOMINION BK ONTTORO5,791$359,1000.06%
170EXELON CORPEXC8,567$349,0050.06%
171VANGUARD INDEX FDS9229086291,572$346,0390.06%
172WALMART INCWMT2,182$343,0070.06%
173QUEST DIAGNOSTICS INCDGX2,399$337,1500.06%
174BROWN & BROWN INCBRO4,759$327,6100.06%
175SYNOPSYS INCSNPS750$326,5580.06%
176SCHWAB STRATEGIC TR8085246077,324$320,7920.05%
177TESLA INCTSLA1,211$317,0040.05%
178NETFLIX INCNFLX717$315,8320.05%
179SCHWAB STRATEGIC TR8085247974,164$302,3680.05%
180SCHWAB CHARLES CORPSCHW-PJ5,157$292,2810.05%
181VANGUARD INDEX FDS9229087361,026$290,4180.05%
182FIDELITY COVINGTON TRUST3160926004,563$288,0110.05%
183GENUINE PARTS COGPC1,681$284,4760.05%
184ISHARES TR4642876141,023$281,5100.05%
185BECTON DICKINSON & COBDX1,062$280,3790.05%
186UGI CORP NEW90268110510,038$270,7250.05%
187FIDELITY COVINGTON TRUST3160925015,628$264,9100.04%
188SCHWAB STRATEGIC TR8085242014,972$260,3840.04%
189STEEL DYNAMICS INCSTLD2,328$253,5900.04%
190PUBLIC SVC ENTERPRISE GRP IN7445731063,993$250,0020.04%
191ISHARES TR46432F8423,614$243,9290.04%
192AON PLCAON705$243,3660.04%
193BROADRIDGE FINL SOLUTIONS IN11133T1031,421$235,3610.04%
194DOLLAR GEN CORP NEW2566771051,372$232,9390.04%
195FIDELITY COVINGTON TRUST3160922043,169$232,3510.04%
196VERIZON COMMUNICATIONS INCVZ6,176$229,7000.04%
197WATSCO INCWSO-B600$228,8820.04%
198ADOBE SYSTEMS INCORPORATEDADBE468$228,8480.04%
199FORD MTR CO DEL34537086014,919$225,7250.04%
200CONSTELLATION ENERGY CORPCEG2,460$225,2340.04%
201LULULEMON ATHLETICA INCLULU588$222,5580.04%
202COHEN & STEERS QUALITY INCOM19247L10619,121$221,8040.04%
203MEDTRONIC PLCMDT2,470$217,6070.04%
204SCHWAB STRATEGIC TR8085248056,004$214,0500.04%
205CUMMINS INCCMI862$211,3280.04%
206FACTSET RESH SYS INC303075105527$211,1430.04%
207DUKE ENERGY CORP NEWDUKB2,341$210,1240.04%
208ISHARES TR4642873092,961$208,6920.04%
209FIDELITY COVINGTON TRUST3160927093,612$205,4150.03%
210ARES CAPITAL CORPARCC95,000$97,8430.02%
211GERON CORPGERN10,000$32,1000.01%