Live Markets
Wednesday, July 29, 2026·George Town, KY·29°·Partly Cloudy
Markets Open · NYSE·Newsletter·Masthead·
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 Q2 2024 · Filed August 13, 2024 · Accession 0001642570-24-000007

Total Value
$697.2M
Positions
193
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (193)

#IssuerTicker / CUSIPSharesValue% of Filing
1ISHARES TR464287655218,042$44.2M6.34%
2APPLE INCAAPL176,767$37.2M5.34%
3MICROSOFT CORPMSFT74,028$33.1M4.75%
4ISHARES TR464287499355,530$28.8M4.13%
5NVIDIA CORPORATIONNVDA218,855$27.0M3.88%
6ISHARES TR46428720047,649$26.1M3.74%
7ISHARES TR46434V100332,838$16.4M2.35%
8ALPHABET INCGOOG89,354$16.3M2.33%
9VANGUARD INTL EQUITY INDEX F922042775277,413$16.3M2.33%
10AMAZON COM INCAMZN81,966$15.8M2.27%
11SPDR SER TR78464A359213,518$15.4M2.21%
12JPMORGAN CHASE & CO.VYLD62,926$12.7M1.83%
13VISA INCV47,929$12.6M1.80%
14ACCENTURE PLC IRELANDACN39,351$11.9M1.71%
15LAM RESEARCH CORPLRCX9,645$10.3M1.47%
16EATON CORP PLCETN29,587$9.3M1.33%
17D R HORTON INC23331A10959,836$8.4M1.21%
18TJX COS INC NEW87254010976,473$8.4M1.21%
19PEPSICO INCPEP49,924$8.2M1.18%
20CARLISLE COS INC14233910019,734$8.0M1.15%
21CENCORA INCCOR33,733$7.6M1.09%
22ELEVANCE HEALTH INCELV14,017$7.6M1.09%
23BANK AMERICA CORP060505104186,615$7.4M1.06%
24STRYKER CORPORATIONSYK21,794$7.4M1.06%
25ISHARES INC46434G103137,514$7.4M1.06%
26ADVANCED MICRO DEVICES INCAMD44,429$7.2M1.03%
27ELI LILLY & COLLY7,580$6.9M0.98%
28LOWES COS INC54866110729,858$6.6M0.94%
29CHUBB LIMITEDCB23,055$5.9M0.84%
30COSTCO WHSL CORP NEW22160K1056,897$5.9M0.84%
31DISNEY WALT CO25468710659,001$5.9M0.84%
32TRANE TECHNOLOGIES PLCTT17,667$5.8M0.83%
33UNITEDHEALTH GROUP INCUNH11,045$5.6M0.81%
34VANGUARD INDEX FDS92290859522,133$5.5M0.79%
35CHEVRON CORP NEWCVX35,391$5.5M0.79%
36AIR PRODS & CHEMS INCAIIR20,556$5.3M0.76%
37MASTERCARD INCORPORATEDMA11,985$5.3M0.76%
38ORACLE CORPORCL-PD36,192$5.1M0.73%
39MERCK & CO INCMRK40,653$5.0M0.72%
40T-MOBILE US INCTMUSZ28,274$5.0M0.71%
41CONSTELLATION BRANDS INCSTZ19,202$4.9M0.71%
42ALPHABET INCGOOG25,582$4.7M0.67%
43AMGEN INCAMGN14,822$4.6M0.66%
44TETRA TECH INC NEWTTEK21,314$4.4M0.63%
45NOVO-NORDISK A SNONOF29,623$4.2M0.61%
46PULTE GROUP INC74586710137,254$4.1M0.59%
47ISHARES TR46428750769,205$4.0M0.58%
48COMCAST CORP NEWCCZ103,307$4.0M0.58%
49TE CONNECTIVITY LTDTEL26,154$3.9M0.56%
50WASTE MGMT INC DEL94106L10918,429$3.9M0.56%
51INVESCO QQQ TRIVZ8,001$3.8M0.55%
52CONOCOPHILLIPSCOP32,283$3.7M0.53%
53HOME DEPOT INCHD10,615$3.7M0.52%
54ISHARES TR46428770531,398$3.6M0.51%
55PHILLIPS 66PSX25,036$3.5M0.51%
56TARGA RES CORPTRGP26,734$3.4M0.49%
57BLACKROCK INCBLK4,290$3.4M0.48%
58THERMO FISHER SCIENTIFIC INCTMO6,064$3.4M0.48%
59VANGUARD INDEX FDS92290865219,449$3.3M0.47%
60DEERE & CODE8,594$3.2M0.46%
61EXXON MOBIL CORPXOM27,748$3.2M0.46%
62LINDE PLCLIN7,182$3.2M0.45%
63MARSH & MCLENNAN COS INC57174810214,094$3.0M0.43%
64FREEPORT-MCMORAN INCFCX59,946$2.9M0.42%
65ABBVIE INCABBV16,473$2.8M0.41%
66ARROW ELECTRS INC04273510021,824$2.6M0.38%
67SCHWAB STRATEGIC TR80852450832,979$2.6M0.37%
68FIFTH THIRD BANCORPFITBM69,747$2.5M0.37%
69QUALCOMM INCQCOM12,575$2.5M0.36%
70CAPITAL ONE FINL CORP14040H10517,915$2.5M0.36%
71PROCTER AND GAMBLE CO74271810914,791$2.4M0.35%
72DANAHER CORPORATION2358511029,631$2.4M0.35%
73PARKER-HANNIFIN CORPPH4,712$2.4M0.34%
74FEDEX CORPFDX7,816$2.3M0.34%
75RTX CORPORATIONRTX22,875$2.3M0.33%
76SUMMIT MATLS INC86614U10059,665$2.2M0.31%
77JOHNSON & JOHNSONJNJ14,591$2.1M0.31%
78CATERPILLAR INCCAT6,401$2.1M0.31%
79ISHARES TR46428723446,507$2.0M0.28%
80META PLATFORMS INCMETA3,892$2.0M0.28%
81PNC FINL SVCS GROUP INC69347510512,545$2.0M0.28%
82HONEYWELL INTL INC4385161068,802$1.9M0.27%
83ISHARES TR46428746523,339$1.8M0.26%
84SPDR S&P 500 ETF TRSPY3,322$1.8M0.26%
85LOCKHEED MARTIN CORPLMT3,825$1.8M0.26%
86VANGUARD INDEX FDS9229083633,569$1.8M0.26%
87ISHARES TR4642876225,980$1.8M0.26%
88ISHARES TR46428780416,598$1.8M0.25%
89GOLDMAN SACHS GROUP INCGSCE3,701$1.7M0.24%
90PROLOGIS INC.PLDGP14,428$1.6M0.23%
91AMERICAN ELEC PWR CO INC02553710117,420$1.5M0.22%
92TRUIST FINL CORP89832Q10939,328$1.5M0.22%
93BERKSHIRE HATHAWAY INC DELBRK-A3,516$1.4M0.21%
94S&P GLOBAL INCSPGI3,198$1.4M0.20%
95ISHARES TR46428760616,148$1.4M0.20%
96COLGATE PALMOLIVE COCL14,035$1.4M0.20%
97SELECT SECTOR SPDR TR81369Y8035,688$1.3M0.18%
98NEXTERA ENERGY INCNEE-PW18,000$1.3M0.18%
99SELECT SECTOR SPDR TR81369Y50613,366$1.2M0.17%
100UNILEVER PLCUNLYF22,052$1.2M0.17%
101CISCO SYS INCCSCO25,058$1.2M0.17%
102TOYOTA MOTOR CORPTOYOF5,654$1.2M0.17%
103MONDELEZ INTL INC60920710517,170$1.1M0.16%
104ALLEGION PLCALLE9,452$1.1M0.16%
105MCDONALDS CORPMCD4,303$1.1M0.16%
106KEARNY FINL CORP MDBEKE166,946$1.0M0.15%
107AUTOMATIC DATA PROCESSING INADP4,137$987,3640.14%
108INGERSOLL RAND INCIR10,433$947,7340.14%
109NISOURCE INCNI30,713$884,8480.13%
110ILLINOIS TOOL WKS INC4523081093,727$883,0670.13%
111VANGUARD INDEX FDS9229087514,046$882,0840.13%
112MCKESSON CORPMCK1,487$868,4680.12%
113ROYAL BK CDA7800871028,093$860,9340.12%
114ISHARES TR4642871687,063$854,4820.12%
115HERSHEY COHSY4,467$821,1800.12%
116AVERY DENNISON CORPAVY3,753$820,5940.12%
117UNION PAC CORPUNP3,620$819,0040.12%
118TOLL BROTHERS INCTOL6,432$740,8380.11%
119NORFOLK SOUTHN CORP6558441083,410$732,0930.10%
120VANGUARD INTL EQUITY INDEX F92204285816,521$722,9590.10%
121MASCO CORPMAS10,353$690,2050.10%
122SPDR S&P MIDCAP 400 ETF TRMDY1,282$685,9730.10%
123VANGUARD INDEX FDS9229087692,496$667,5740.10%
124WELLS FARGO CO NEW94974610111,202$665,2940.10%
125GENERAL DYNAMICS CORPGD2,247$652,0000.09%
126FIDELITY COVINGTON TRUST3160928083,663$628,2860.09%
127COCA COLA COKO9,809$624,3420.09%
128WALMART INCWMT9,118$617,4030.09%
129CARRIER GLOBAL CORPORATIONCARR9,712$612,6410.09%
130VANGUARD WORLD FD92204A7021,028$592,7350.09%
131VANGUARD TAX-MANAGED FDS92194385811,913$588,7410.08%
132ISHARES TR46434V62110,059$579,4990.08%
133PRICE T ROWE GROUP INCTROW4,976$573,7420.08%
134PPG INDS INC6935061074,543$571,9430.08%
135ABBOTT LABSABLZF5,375$558,5390.08%
136SELECT SECTOR SPDR TR81369Y60513,524$555,9650.08%
137TEXAS INSTRS INC8825081042,822$548,9580.08%
138KIMBERLY-CLARK CORPKMB3,925$542,4010.08%
139SOUTHERN COSOMN6,713$520,7250.07%
140TRAVELERS COMPANIES INCTRV2,559$520,3210.07%
141DISCOVER FINL SVCS2547091083,958$517,7460.07%
142APPLIED MATLS INC0382221051,941$457,9400.07%
143VANGUARD WORLD FD9219108732,313$456,3320.07%
144VANGUARD WHITEHALL FDS9219464063,767$446,7670.06%
145SCHWAB STRATEGIC TR8085242016,839$439,3760.06%
146M & T BK CORP55261F1042,842$430,1660.06%
147DIGITAL RLTY TR INC2538681032,772$421,4420.06%
148VANGUARD WORLD FD92204A5041,571$417,8970.06%
149ISHARES TR4642876141,126$410,4390.06%
150SELECT SECTOR SPDR TR81369Y86010,592$406,8530.06%
151GLOBAL X FDS37954Y71512,752$393,4000.06%
152NETFLIX INCNFLX581$392,1060.06%
153VANGUARD INDEX FDS9229086291,610$389,7420.06%
154ISHARES TR4642882736,228$383,8940.06%
155SCHWAB CHARLES CORPSCHW-PJ5,139$378,7200.05%
156TESLA INCTSLA1,894$374,7850.05%
157MARATHON PETE CORPMARA2,147$372,5370.05%
158GALLAGHER ARTHUR J & CO3635761091,436$372,3700.05%
159ZIMMER BIOMET HOLDINGS INCZBH3,410$370,0380.05%
160SPDR SER TR78464A7632,899$368,6950.05%
161PUBLIC SVC ENTERPRISE GRP IN7445731064,993$367,9850.05%
162BRISTOL-MYERS SQUIBB COCELG-RI8,474$351,9290.05%
163VANGUARD INDEX FDS922908736938$350,8250.05%
164BROWN & BROWN INCBRO3,916$350,1300.05%
165SCHWAB STRATEGIC TR8085246077,333$347,9510.05%
166SYNOPSYS INCSNPS565$336,2090.05%
167SCHWAB STRATEGIC TR8085247974,003$311,3020.04%
168NUCOR CORPNUE1,956$309,2810.04%
169MOOG INCMOG-B1,810$302,8130.04%
170FIDELITY COVINGTON TRUST3160926004,343$297,9480.04%
171DOMINION ENERGY INCD5,736$281,0870.04%
172HP INCHPQ7,916$277,2320.04%
173MCCORMICK & CO INCMKC-V3,855$273,4740.04%
174SELECT SECTOR SPDR TR81369Y4071,491$271,9590.04%
175AMERIPRISE FINL INC03076C106629$268,7030.04%
176FIDELITY COVINGTON TRUST3160925014,586$265,7130.04%
177THE CIGNA GROUP125523100786$259,8560.04%
178CROWDSTRIKE HLDGS INCCRWD677$259,4200.04%
179QUEST DIAGNOSTICS INCDGX1,869$255,7770.04%
180AMERICAN TOWER CORP NEW03027X1001,263$245,5680.04%
181FIDELITY COVINGTON TRUST3160922043,010$243,8260.03%
182MORGAN STANLEYMS-PQ2,476$240,6230.03%
183ISHARES TR46432F8423,175$230,6150.03%
184WATSCO INCWSO-B492$227,9150.03%
185SCHWAB STRATEGIC TR8085241023,540$222,5600.03%
186ISHARES TR464287648807$211,8620.03%
187CUMMINS INCCMI761$210,7440.03%
188AON PLCAON716$210,2040.03%
189FIDELITY COVINGTON TRUST3160927093,211$209,9040.03%
190EMERSON ELEC COEMR1,886$207,7720.03%
191RPM INTL INC7496851031,926$207,3920.03%
192ISHARES TR4642874731,660$200,4290.03%
193LEXICON PHARMACEUTICALS INCLXRX10,000$16,8000.00%