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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 2024 · Filed May 14, 2024 · Accession 0001642570-24-000005

Total Value
$687.9M
Positions
209
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (209)

#IssuerTicker / CUSIPSharesValue% of Filing
1ISHARES TR464287655209,454$44.0M6.40%
2MICROSOFT CORPMSFT72,662$30.6M4.44%
3APPLE INCAAPL176,429$30.3M4.40%
4ISHARES TR464287499342,713$28.8M4.19%
5ISHARES TR46428720046,047$24.2M3.52%
6NVIDIA CORPORATIONNVDA21,881$19.8M2.87%
7VANGUARD INTL EQUITY INDEX F922042775312,451$18.3M2.66%
8ISHARES TR46434V100337,924$16.6M2.42%
9SPDR SER TR78464A359212,630$15.5M2.26%
10AMAZON COM INCAMZN78,762$14.2M2.07%
11ALPHABET INCGOOG89,629$13.5M1.97%
12VISA INCV47,933$13.4M1.94%
13ACCENTURE PLC IRELANDACN37,401$13.0M1.88%
14JPMORGAN CHASE & COVYLD61,573$12.3M1.79%
15LAM RESEARCH CORPLRCX9,789$9.5M1.38%
16D R HORTON INC23331A10956,668$9.3M1.36%
17EATON CORP PLCETN28,828$9.0M1.31%
18PEPSICO INCPEP48,173$8.4M1.23%
19ISHARES INC46434G103158,760$8.2M1.19%
20STRYKER CORPORATIONSYK22,810$8.2M1.19%
21LOWES COS INC54866110731,386$8.0M1.16%
22CARLISLE COS INC14233910020,388$8.0M1.16%
23CENCORA INCCOR31,867$7.7M1.13%
24ELEVANCE HEALTH INCELV14,389$7.5M1.08%
25ADVANCED MICRO DEVICES INCAMD40,733$7.4M1.07%
26TJX COS INC NEW87254010971,700$7.3M1.06%
27DISNEY WALT CO25468710658,963$7.2M1.05%
28BANK AMERICA CORP060505104183,440$7.0M1.01%
29MASTERCARD INCORPORATEDMA12,542$6.0M0.88%
30VANGUARD INDEX FDS92290859522,748$5.9M0.86%
31CHUBB LIMITEDCB22,244$5.8M0.84%
32TRANE TECHNOLOGIES PLCTT18,221$5.5M0.80%
33CHEVRON CORP NEWCVX33,755$5.3M0.77%
34UNITEDHEALTH GROUP INCUNH10,478$5.2M0.75%
35CONSTELLATION BRANDS INCSTZ18,768$5.1M0.74%
36AIR PRODS & CHEMS INCAIIR21,044$5.1M0.74%
37MERCK & CO INCMRK37,448$4.9M0.72%
38COSTCO WHSL CORP NEW22160K1056,625$4.9M0.71%
39CVS HEALTH CORPCVS58,931$4.7M0.68%
40PULTE GROUP INC74586710138,274$4.6M0.67%
41ORACLE CORPORCL-PD36,434$4.6M0.67%
42THERMO FISHER SCIENTIFIC INCTMO7,618$4.4M0.64%
43ELI LILLY & COLLY5,577$4.3M0.63%
44ISHARES TR46428750770,955$4.3M0.63%
45ALPHABET INCGOOG28,248$4.3M0.63%
46T-MOBILE US INCTMUSZ26,135$4.3M0.62%
47AMGEN INCAMGN14,870$4.2M0.61%
48COMCAST CORP NEWCCZ96,758$4.2M0.61%
49PHILLIPS 66PSX25,508$4.2M0.61%
50CONOCOPHILLIPSCOP32,262$4.1M0.60%
51TE CONNECTIVITY LTDTEL27,508$4.0M0.58%
52HOME DEPOT INCHD10,277$3.9M0.57%
53ISHARES TR46428770532,546$3.8M0.56%
54WASTE MGMT INC DEL94106L10917,216$3.7M0.53%
55TETRA TECH INC NEWTTEK19,601$3.6M0.53%
56VANGUARD INDEX FDS92290865220,315$3.6M0.52%
57LINDE PLCLIN7,517$3.5M0.51%
58INVESCO QQQ TRIVZ7,841$3.5M0.51%
59DEERE & CODE8,023$3.3M0.48%
60BLACKROCK INCBLK3,927$3.3M0.48%
61MARSH & MCLENNAN COS INC57174810214,694$3.0M0.44%
62ARROW ELECTRS INC04273510022,677$2.9M0.43%
63ABBVIE INCABBV16,008$2.9M0.42%
64CAPITAL ONE FINL CORP14040H10519,034$2.8M0.41%
65EXXON MOBIL CORPXOM24,256$2.8M0.41%
66FIFTH THIRD BANCORPFITBM73,799$2.7M0.40%
67SCHWAB STRATEGIC TR80852450833,191$2.7M0.39%
68PARKER-HANNIFIN CORPPH4,846$2.7M0.39%
69TARGA RES CORPTRGP23,753$2.7M0.39%
70FREEPORT-MCMORAN INCFCX54,531$2.6M0.37%
71JOHNSON & JOHNSONJNJ16,024$2.5M0.37%
72SUMMIT MATLS INC86614U10055,120$2.5M0.36%
73DANAHER CORPORATION2358511029,612$2.4M0.35%
74PROCTER AND GAMBLE CO74271810914,747$2.4M0.35%
75FEDEX CORPFDX8,112$2.4M0.34%
76PROLOGIS INC.PLDGP17,940$2.3M0.34%
77RTX CORPORATIONRTX23,624$2.3M0.33%
78CATERPILLAR INCCAT6,228$2.3M0.33%
79QUALCOMM INCQCOM12,781$2.2M0.31%
80PNC FINL SVCS GROUP INC69347510513,250$2.1M0.31%
81ISHARES TR46428723451,330$2.1M0.31%
82ISHARES TR46428746525,960$2.1M0.30%
83NOVO-NORDISK A SNONOF15,837$2.0M0.30%
84HONEYWELL INTL INC4385161069,685$2.0M0.29%
85ISHARES TR46428780417,560$1.9M0.28%
86LOCKHEED MARTIN CORPLMT4,198$1.9M0.28%
87TRUIST FINL CORP89832Q10948,743$1.9M0.28%
88META PLATFORMS INCMETA3,857$1.9M0.27%
89ISHARES TR4642876225,980$1.7M0.25%
90VANGUARD INDEX FDS9229083633,565$1.7M0.25%
91AMERICAN ELEC PWR CO INC02553710119,336$1.7M0.24%
92GOLDMAN SACHS GROUP INCGSCE3,934$1.6M0.24%
93SPDR S&P 500 ETF TRSPY3,035$1.6M0.23%
94TOYOTA MOTOR CORPTOYOF6,029$1.5M0.22%
95ISHARES TR46428760616,520$1.5M0.22%
96BERKSHIRE HATHAWAY INC DELBRK-A3,382$1.4M0.21%
97S&P GLOBAL INCSPGI3,193$1.4M0.20%
98COLGATE PALMOLIVE COCL14,553$1.3M0.19%
99ALLEGION PLCALLE9,673$1.3M0.19%
100NEXTERA ENERGY INCNEE-PW19,898$1.3M0.18%
101SELECT SECTOR SPDR TR81369Y50613,417$1.3M0.18%
102CISCO SYS INCCSCO25,236$1.3M0.18%
103UNILEVER PLCUNLYF23,866$1.2M0.17%
104SELECT SECTOR SPDR TR81369Y8035,690$1.2M0.17%
105ISHARES TR4642871689,573$1.2M0.17%
106MCDONALDS CORPMCD4,165$1.2M0.17%
107KEARNY FINL CORP MDBEKE166,946$1.1M0.16%
108AUTOMATIC DATA PROCESSING INADP4,126$1.0M0.15%
109ILLINOIS TOOL WKS INC4523081093,775$1.0M0.15%
110INGERSOLL RAND INCIR10,565$1.0M0.15%
111NISOURCE INCNI36,071$997,7170.15%
112ROYAL BK CDA7800871029,302$938,3860.14%
113VANGUARD INDEX FDS9229087514,051$925,9070.13%
114AVERY DENNISON CORPAVY4,140$924,2550.13%
115MASCO CORPMAS11,353$895,4900.13%
116HERSHEY COHSY4,437$863,0080.13%
117NORFOLK SOUTHN CORP6558441083,365$857,6380.12%
118UNION PAC CORPUNP3,487$857,5580.12%
119TOLL BROTHERS INCTOL6,507$841,8110.12%
120VANGUARD INTL EQUITY INDEX F92204285818,394$768,3180.11%
121MCKESSON CORPMCK1,431$768,2330.11%
122PPG INDS INC6935061074,988$722,7520.11%
123SPDR S&P MIDCAP 400 ETF TRMDY1,282$713,3050.10%
124ISHARES TR46428827310,636$673,5780.10%
125WELLS FARGO CO NEW94974610111,202$649,2750.09%
126VANGUARD TAX-MANAGED FDS92194385812,821$643,2300.09%
127VANGUARD INDEX FDS9229087692,393$621,8130.09%
128SELECT SECTOR SPDR TR81369Y60514,743$620,9680.09%
129DIGITAL RLTY TR INC2538681034,279$616,3820.09%
130PRICE T ROWE GROUP INCTROW4,976$606,6310.09%
131CARRIER GLOBAL CORPORATIONCARR10,182$591,8870.09%
132SELECT SECTOR SPDR TR81369Y86014,969$591,7320.09%
133TRAVELERS COMPANIES INCTRV2,558$588,8100.09%
134DISCOVER FINL SVCS2547091084,483$587,6770.09%
135COCA COLA COKO9,505$581,5160.08%
136FIDELITY COVINGTON TRUST3160928083,679$573,3140.08%
137ABBOTT LABSABLZF5,014$569,9170.08%
138GENERAL DYNAMICS CORPGD2,015$569,2710.08%
139VANGUARD WORLD FD92204A7021,028$539,0220.08%
140GLOBAL X FDS37954Y71516,671$530,2910.08%
141KIMBERLY-CLARK CORPKMB3,924$507,5180.07%
142ISHARES TR46434V6218,579$498,0970.07%
143ZIMMER BIOMET HOLDINGS INCZBH3,740$493,5460.07%
144VANGUARD WORLD FD92204A5041,734$469,0930.07%
145VANGUARD WORLD FD9219108732,313$432,2310.06%
146BRISTOL-MYERS SQUIBB COCELG-RI7,678$416,3680.06%
147MONDELEZ INTL INC6092071055,923$414,6100.06%
148M & T BK CORP55261F1042,842$413,3410.06%
149NUCOR CORPNUE2,073$410,3420.06%
150NETFLIX INCNFLX675$409,9480.06%
151TEXAS INSTRS INC8825081042,335$406,8360.06%
152VANGUARD INDEX FDS9229086291,617$403,9830.06%
153SPDR SER TR78464A7633,078$403,9570.06%
154SYNOPSYS INCSNPS695$397,1930.06%
155PPL CORPPPLC14,050$386,7870.06%
156VANGUARD WHITEHALL FDS9219464063,195$386,5640.06%
157GALLAGHER ARTHUR J & CO3635761091,526$381,5620.06%
158BROWN & BROWN INCBRO4,316$377,8230.05%
159APPLIED MATLS INC0382221051,825$376,2680.05%
160STARBUCKS CORPSBUX4,039$369,0880.05%
161DOMINION ENERGY INCD7,345$361,3200.05%
162GLOBE LIFE INCGL-PD3,049$354,8130.05%
163ISHARES TR4642876141,043$351,5440.05%
164SCHWAB STRATEGIC TR8085247974,264$343,8360.05%
165MARATHON PETE CORPMARA1,689$340,4210.05%
166PUBLIC SVC ENTERPRISE GRP IN7445731064,993$333,4330.05%
167SCHWAB STRATEGIC TR8085246076,730$331,3860.05%
168AMERICAN TOWER CORP NEW03027X1001,670$330,0420.05%
169SCHWAB CHARLES CORPSCHW-PJ4,559$329,8150.05%
170MCCORMICK & CO INCMKC-V4,230$324,9070.05%
171VANGUARD INDEX FDS922908736938$322,8630.05%
172FIDELITY COVINGTON TRUST3160926004,283$298,8430.04%
173MOOG INCMOG-B1,870$298,5460.04%
174C H ROBINSON WORLDWIDE INCCHRW3,867$294,4340.04%
175THE CIGNA GROUP125523100777$282,2300.04%
176SELECT SECTOR SPDR TR81369Y4071,491$274,1800.04%
177FIDELITY COVINGTON TRUST3160925014,591$272,7060.04%
178SCHWAB STRATEGIC TR8085242014,366$270,9540.04%
179ISHARES TR46432F8423,644$270,4400.04%
180WALMART INCWMT4,415$265,6370.04%
181RESMED INCRSMDF1,301$257,6380.04%
182BROADRIDGE FINL SOLUTIONS IN11133T1031,215$248,9050.04%
183QUEST DIAGNOSTICS INCDGX1,869$248,7320.04%
184FIDELITY COVINGTON TRUST3160922043,002$247,5900.04%
185AON PLCAON716$238,9440.03%
186HP INCHPQ7,866$237,7220.03%
187WATSCO INCWSO-B547$236,2880.03%
188SCHWAB STRATEGIC TR8085248055,904$230,3570.03%
189CHARLES RIV LABS INTL INC159864107847$229,4950.03%
190MORGAN STANLEYMS-PQ2,388$224,8400.03%
191CUMMINS INCCMI761$224,2290.03%
192HUNTSMAN CORPHUN8,543$222,3640.03%
193BERKSHIRE HATHAWAY INC DELBRK-A526$221,1940.03%
194TESLA INCTSLA1,252$220,0900.03%
195LULULEMON ATHLETICA INCLULU561$219,1550.03%
196AMERIPRISE FINL INC03076C106499$218,7820.03%
197ISHARES TR464287648807$218,5360.03%
198LABORATORY CORP AMER HLDGS50540R409997$217,8050.03%
199NOVARTIS AGNVSEF2,246$217,2560.03%
200FIDELITY COVINGTON TRUST3160927093,202$217,1280.03%
201GENUINE PARTS COGPC1,393$215,8180.03%
202SCHWAB STRATEGIC TR8085241023,530$215,5070.03%
203CROWDSTRIKE HLDGS INCCRWD671$215,1160.03%
204EMERSON ELEC COEMR1,884$213,7090.03%
205RPM INTL INC7496851031,776$211,2560.03%
206CHURCH & DWIGHT CO INCCHD2,016$210,2890.03%
207ISHARES TR4642874731,660$208,0480.03%
208VERIZON COMMUNICATIONS INCVZ4,816$202,0600.03%
209LEXICON PHARMACEUTICALS INCLXRX10,000$24,0000.00%