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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 Q4 2023 · Filed November 13, 2023 · Accession 0001642570-23-000009

Total Value
$559.0M
Positions
200
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (200)

#IssuerTicker / CUSIPSharesValue% of Filing
1ISHARES TR464287655179,863$31.8M5.69%
2APPLE INCAAPL177,442$30.4M5.43%
3MICROSOFT CORPMSFT72,327$22.8M4.09%
4ISHARES TR464287499308,276$21.3M3.82%
5ISHARES TR46428720046,161$19.8M3.55%
6VANGUARD INTL EQUITY INDEX F922042775347,035$18.0M3.22%
7ISHARES TR46434V100354,876$17.0M3.05%
8SPDR SER TR78464A359203,951$13.8M2.47%
9ALPHABET INCGOOG89,021$11.6M2.08%
10VISA INCV48,006$11.0M1.98%
11ACCENTURE PLC IRELANDACN35,498$10.9M1.95%
12AMAZON COM INCAMZN75,176$9.6M1.71%
13JPMORGAN CHASE & COVYLD57,449$8.3M1.49%
14NVIDIA CORPORATIONNVDA18,413$8.0M1.43%
15PEPSICO INCPEP45,996$7.8M1.39%
16ISHARES INC46434G103163,108$7.8M1.39%
17STRYKER CORPORATIONSYK25,091$6.9M1.23%
18ELEVANCE HEALTH INCELV14,913$6.5M1.16%
19LOWES COS INC54866110730,141$6.3M1.12%
20AIR PRODS & CHEMS INCAIIR21,528$6.1M1.09%
21EATON CORP PLCETN28,074$6.0M1.07%
22D R HORTON INC23331A10954,706$5.9M1.05%
23CHEVRON CORP NEWCVX33,019$5.6M1.00%
24CENCORA INCCOR30,837$5.5M0.99%
25CARLISLE COS INC14233910020,994$5.4M0.97%
26MASTERCARD INCORPORATEDMA13,570$5.4M0.96%
27TJX COS INC NEW87254010959,780$5.3M0.95%
28LAM RESEARCH CORPLRCX8,124$5.1M0.91%
29THERMO FISHER SCIENTIFIC INCTMO9,915$5.0M0.90%
30UNITEDHEALTH GROUP INCUNH9,850$5.0M0.89%
31VANGUARD INDEX FDS92290859523,097$4.9M0.88%
32BANK AMERICA CORP060505104178,671$4.9M0.88%
33CONSTELLATION BRANDS INCSTZ17,954$4.5M0.81%
34DISNEY WALT CO25468710655,512$4.5M0.80%
35AMGEN INCAMGN16,217$4.4M0.78%
36CHUBB LIMITEDCB19,543$4.1M0.73%
37TE CONNECTIVITY LTDTEL32,176$4.0M0.71%
38CONOCOPHILLIPSCOP33,171$4.0M0.71%
39TRANE TECHNOLOGIES PLCTT19,426$3.9M0.71%
40COMCAST CORP NEWCCZ87,896$3.9M0.70%
41ALPHABET INCGOOG28,453$3.8M0.67%
42CVS HEALTH CORPCVS53,005$3.7M0.66%
43ISHARES TR46428750714,202$3.5M0.63%
44ORACLE CORPORCL-PD33,222$3.5M0.63%
45MERCK & CO INCMRK33,371$3.4M0.61%
46ISHARES TR46428770533,359$3.4M0.60%
47ARROW ELECTRS INC04273510026,001$3.3M0.58%
48ADVANCED MICRO DEVICES INCAMD31,612$3.3M0.58%
49PULTE GROUP INC74586710142,851$3.2M0.57%
50PHILLIPS 66PSX26,105$3.1M0.56%
51VANGUARD INDEX FDS92290865221,778$3.1M0.56%
52PROLOGIS INC.PLDGP27,620$3.1M0.55%
53MARSH & MCLENNAN COS INC57174810215,680$3.0M0.53%
54LINDE PLCLIN7,999$3.0M0.53%
55T-MOBILE US INCTMUSZ20,913$2.9M0.52%
56INVESCO QQQ TRIVZ8,147$2.9M0.52%
57HOME DEPOT INCHD9,445$2.9M0.51%
58JOHNSON & JOHNSONJNJ18,231$2.8M0.51%
59COSTCO WHSL CORP NEW22160K1055,012$2.8M0.51%
60ABBVIE INCABBV18,399$2.7M0.49%
61DANAHER CORPORATION23585110210,892$2.7M0.48%
62FIFTH THIRD BANCORPFITBM105,690$2.7M0.48%
63ISHARES TR46428723467,053$2.5M0.46%
64DEERE & CODE6,727$2.5M0.45%
65ISHARES TR46428746534,281$2.4M0.42%
66SCHWAB STRATEGIC TR80852450834,709$2.3M0.42%
67CAPITAL ONE FINL CORP14040H10523,233$2.3M0.40%
68QUALCOMM INCQCOM20,215$2.2M0.40%
69FEDEX CORPFDX8,247$2.2M0.39%
70TETRA TECH INC NEWTTEK14,369$2.2M0.39%
71WASTE MGMT INC DEL94106L10913,903$2.1M0.38%
72BERKSHIRE HATHAWAY INC DELBRK-A5,970$2.1M0.37%
73PROCTER AND GAMBLE CO74271810913,779$2.0M0.36%
74BLACKROCK INCBLK3,093$2.0M0.36%
75PARKER-HANNIFIN CORPPH4,969$1.9M0.35%
76EXXON MOBIL CORPXOM16,432$1.9M0.35%
77HONEYWELL INTL INC43851610610,449$1.9M0.35%
78AMERICAN ELEC PWR CO INC02553710124,745$1.9M0.33%
79LOCKHEED MARTIN CORPLMT4,510$1.8M0.33%
80PNC FINL SVCS GROUP INC69347510514,881$1.8M0.33%
81TRUIST FINL CORP89832Q10961,400$1.8M0.31%
82ISHARES TR46428780418,623$1.8M0.31%
83RTX CORPORATIONRTX24,032$1.7M0.31%
84FREEPORT-MCMORAN INCFCX45,254$1.7M0.30%
85CATERPILLAR INCCAT6,041$1.6M0.30%
86NEXTERA ENERGY INCNEE-PW25,879$1.5M0.27%
87SUMMIT MATLS INC86614U10046,506$1.4M0.26%
88VANGUARD INDEX FDS9229083633,658$1.4M0.26%
89ISHARES TR4642876226,106$1.4M0.26%
90SPDR S&P 500 ETF TRSPY3,297$1.4M0.25%
91UNILEVER PLCUNLYF27,561$1.4M0.24%
92COLGATE PALMOLIVE COCL19,052$1.4M0.24%
93TARGA RES CORPTRGP15,765$1.4M0.24%
94CISCO SYS INCCSCO24,719$1.3M0.24%
95GOLDMAN SACHS GROUP INCGSCE4,094$1.3M0.24%
96US BANCORP DELUSB-PS37,861$1.3M0.22%
97SELECT SECTOR SPDR TR81369Y50613,426$1.2M0.22%
98NISOURCE INCNI49,008$1.2M0.22%
99S&P GLOBAL INCSPGI3,292$1.2M0.22%
100META PLATFORMS INCMETA3,863$1.2M0.21%
101ALLEGION PLCALLE11,120$1.2M0.21%
102KEARNY FINL CORP MDBEKE166,946$1.2M0.21%
103HUNTSMAN CORPHUN47,267$1.2M0.21%
104MCDONALDS CORPMCD4,348$1.1M0.20%
105ROYAL BK CDA78008710212,782$1.1M0.20%
106TOYOTA MOTOR CORPTOYOF6,153$1.1M0.20%
107AUTOMATIC DATA PROCESSING INADP4,564$1.1M0.20%
108ISHARES TR46428716810,073$1.1M0.19%
109NIKE INCNKE11,293$1.1M0.19%
110ZIMMER BIOMET HOLDINGS INCZBH9,537$1.1M0.19%
111ISHARES TR46428760614,118$1.0M0.18%
112PFIZER INCPFE28,382$941,4310.17%
113DIGITAL RLTY TR INC2538681037,362$890,9450.16%
114NORFOLK SOUTHN CORP6558441084,498$885,7920.16%
115SELECT SECTOR SPDR TR81369Y8035,251$860,7290.15%
116AVERY DENNISON CORPAVY4,562$833,3410.15%
117ILLINOIS TOOL WKS INC4523081093,501$806,3460.14%
118SELECT SECTOR SPDR TR81369Y86023,328$794,7940.14%
119VANGUARD INTL EQUITY INDEX F92204285820,041$785,7990.14%
120PPL CORPPPLC32,579$767,5660.14%
121UNION PAC CORPUNP3,723$758,1150.14%
122VANGUARD INDEX FDS9229087513,960$748,7420.13%
123PRICE T ROWE GROUP INCTROW6,794$712,4900.13%
124INGERSOLL RAND INCIR11,120$708,5670.13%
125MASCO CORPMAS13,157$703,2540.13%
126AMERICAN TOWER CORP NEW03027X1004,254$699,5260.13%
127KIMBERLY-CLARK CORPKMB5,712$690,2860.12%
128MCKESSON CORPMCK1,574$684,4540.12%
129PPG INDS INC6935061075,082$659,6010.12%
130ISHARES TR46428827311,089$626,1960.11%
131SPDR S&P MIDCAP 400 ETF TRMDY1,357$619,6610.11%
132GLOBAL X FDS37954Y71523,528$581,6200.10%
133TEXAS INSTRS INC8825081043,620$575,5620.10%
134COCA COLA COKO9,583$536,4570.10%
135VANGUARD TAX-MANAGED FDS92194385811,911$520,7490.09%
136DOMINION ENERGY INCD11,640$519,9710.09%
137CARRIER GLOBAL CORPORATIONCARR9,357$516,5220.09%
138WELLS FARGO CO NEW94974610112,575$513,8220.09%
139TOLL BROTHERS INCTOL6,807$503,4460.09%
140FIDELITY COVINGTON TRUST3160928083,899$479,3100.09%
141ELI LILLY & COLLY883$474,3190.08%
142VANGUARD WHITEHALL FDS9219464064,557$470,8360.08%
143VANGUARD WORLD FDS92204A7021,123$465,9330.08%
144M & T BK CORP55261F1043,586$453,4500.08%
145VANGUARD INDEX FDS9229087692,127$451,7100.08%
146DISCOVER FINL SVCS2547091085,011$434,1030.08%
147SELECT SECTOR SPDR TR81369Y60513,035$432,3720.08%
148GENERAL DYNAMICS CORPGD1,947$430,1300.08%
149C H ROBINSON WORLDWIDE INCCHRW4,833$416,2670.07%
150HERSHEY COHSY2,030$406,2420.07%
151TRAVELERS COMPANIES INCTRV2,355$384,6280.07%
152BRISTOL-MYERS SQUIBB COCELG-RI6,404$371,6890.07%
153GALLAGHER ARTHUR J & CO3635761091,624$370,1590.07%
154TARGET CORPTGT3,330$368,2030.07%
155VANGUARD WORLD FDS92204A5041,561$366,9920.07%
156MCCORMICK & CO INCMKC-V4,788$362,1650.06%
157ABBOTT LABSABLZF3,725$360,7760.06%
158GLOBE LIFE INCGL-PD3,286$357,2870.06%
159SPDR SER TR78464A7633,079$354,1160.06%
160ISHARES TR46432F8425,500$353,9100.06%
161VANGUARD WORLD FD9219108732,313$351,2760.06%
162NUCOR CORPNUE2,234$349,3610.06%
163TORONTO DOMINION BK ONTTORO5,783$348,4840.06%
164SYNOPSYS INCSNPS750$344,2280.06%
165WALMART INCWMT2,126$340,0530.06%
166LABORATORY CORP AMER HLDGS50540R4091,669$335,5530.06%
167BROWN & BROWN INCBRO4,759$332,3690.06%
168MOOG INCMOG-B2,920$329,7990.06%
169VANGUARD INDEX FDS9229086291,583$329,6750.06%
170STARBUCKS CORPSBUX3,603$328,8790.06%
171RESMED INCRSMDF2,097$310,0840.06%
172SCHWAB STRATEGIC TR8085246077,304$302,5320.05%
173EXELON CORPEXC7,815$295,3240.05%
174TESLA INCTSLA1,179$295,0100.05%
175SELECT SECTOR SPDR TR81369Y4071,766$284,2910.05%
176SCHWAB CHARLES CORPSCHW-PJ5,082$278,9990.05%
177ISHARES TR4642876141,023$272,1080.05%
178CITIGROUP INCC-PR6,425$264,2720.05%
179BECTON DICKINSON & COBDX1,012$261,6330.05%
180BROADRIDGE FINL SOLUTIONS IN11133T1031,392$249,2380.04%
181STEEL DYNAMICS INCSTLD2,269$243,2830.04%
182SCHWAB STRATEGIC TR8085247973,432$242,8270.04%
183GENUINE PARTS COGPC1,668$240,8260.04%
184QUEST DIAGNOSTICS INCDGX1,969$239,8960.04%
185ADOBE INCADBE468$238,6340.04%
186SCHWAB STRATEGIC TR8085242014,627$234,1270.04%
187VANGUARD BD INDEX FDS9219378353,337$232,8560.04%
188FACTSET RESH SYS INC303075105527$230,4370.04%
189FIDELITY COVINGTON TRUST3160925014,920$229,0760.04%
190AON PLCAON705$228,5760.04%
191FIDELITY COVINGTON TRUST3160926003,765$228,0840.04%
192PUBLIC SVC ENTERPRISE GRP IN7445731063,993$227,2420.04%
193LULULEMON ATHLETICA INCLULU588$226,7390.04%
194WATSCO INCWSO-B594$224,3660.04%
195NETFLIX INCNFLX552$208,4360.04%
196RPM INTL INC7496851032,124$201,3770.04%
197FORD MTR CO DEL34537086014,119$175,3580.03%
198ARES CAPITAL CORPARCC70,000$72,0420.01%
199OPKO HEALTH INCOPK23,500$37,6000.01%
200GERON CORPGERN10,000$21,2000.00%