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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 2024 · Filed November 12, 2024 · Accession 0001642570-24-000009

Total Value
$750.2M
Positions
209
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (209)

#IssuerTicker / CUSIPSharesValue% of Filing
1ISHARES TR464287655224,020$49.5M6.60%
2APPLE INCAAPL177,111$41.3M5.50%
3MICROSOFT CORPMSFT75,846$32.6M4.35%
4ISHARES TR464287499364,949$32.2M4.29%
5ISHARES TR46428720049,000$28.3M3.77%
6NVIDIA CORPORATIONNVDA216,015$26.2M3.50%
7VANGUARD INTL EQUITY INDEX F922042775271,856$17.1M2.28%
8SPDR SER TR78464A359216,468$16.6M2.21%
9ISHARES TR46434V100320,476$16.2M2.15%
10ALPHABET INCGOOG93,977$15.6M2.08%
11ACCENTURE PLC IRELANDACN41,428$14.6M1.95%
12AMAZON COM INCAMZN75,390$14.0M1.87%
13JPMORGAN CHASE & CO.VYLD64,003$13.5M1.80%
14VISA INCV48,602$13.4M1.78%
15D R HORTON INC23331A10956,898$10.9M1.45%
16EATON CORP PLCETN29,816$9.9M1.32%
17TJX COS INC NEW87254010977,888$9.2M1.22%
18CARLISLE COS INC14233910019,327$8.7M1.16%
19PEPSICO INCPEP50,870$8.7M1.15%
20ADVANCED MICRO DEVICES INCAMD49,691$8.2M1.09%
21ISHARES INC46434G103138,339$7.9M1.06%
22CENCORA INCCOR34,466$7.8M1.03%
23STRYKER CORPORATIONSYK21,247$7.7M1.02%
24BANK AMERICA CORP060505104190,854$7.6M1.01%
25T-MOBILE US INCTMUSZ36,139$7.5M0.99%
26ELI LILLY & COLLY8,294$7.3M0.98%
27ELEVANCE HEALTH INCELV13,927$7.2M0.97%
28CHUBB LIMITEDCB24,642$7.1M0.95%
29CHIPOTLE MEXICAN GRILL INCCMG120,775$7.0M0.93%
30UNITEDHEALTH GROUP INCUNH11,473$6.7M0.89%
31TRANE TECHNOLOGIES PLCTT16,891$6.6M0.88%
32COSTCO WHSL CORP NEW22160K1057,233$6.4M0.85%
33ORACLE CORPORCL-PD36,184$6.2M0.82%
34LAM RESEARCH CORPLRCX7,361$6.0M0.80%
35VANGUARD INDEX FDS92290859522,057$5.9M0.79%
36MASTERCARD INCORPORATEDMA11,711$5.8M0.77%
37AIR PRODS & CHEMS INCAIIR18,508$5.5M0.73%
38TETRA TECH INC NEWTTEK113,076$5.3M0.71%
39CHEVRON CORP NEWCVX36,019$5.3M0.71%
40LOWES COS INC54866110719,323$5.2M0.70%
41MERCK & CO INCMRK44,318$5.0M0.67%
42CONSTELLATION BRANDS INCSTZ19,368$5.0M0.67%
43PULTE GROUP INC74586710134,057$4.9M0.65%
44AMGEN INCAMGN14,480$4.7M0.62%
45BLACKROCK INCBLK4,747$4.5M0.60%
46ALPHABET INCGOOG26,219$4.4M0.58%
47TARGA RES CORPTRGP29,373$4.3M0.58%
48ISHARES TR46428750769,023$4.3M0.57%
49NOVO-NORDISK A SNONOF34,988$4.2M0.56%
50WASTE MGMT INC DEL94106L10919,853$4.1M0.55%
51DEERE & CODE9,289$3.9M0.52%
52ISHARES TR46428770531,119$3.8M0.51%
53TE CONNECTIVITY PLCTEL25,230$3.8M0.51%
54DISNEY WALT CO25468710639,121$3.8M0.50%
55INVESCO QQQ TRIVZ7,645$3.7M0.50%
56THERMO FISHER SCIENTIFIC INCTMO5,856$3.6M0.48%
57HOME DEPOT INCHD8,914$3.6M0.48%
58EXXON MOBIL CORPXOM30,051$3.5M0.47%
59VANGUARD INDEX FDS92290865219,154$3.5M0.46%
60LINDE PLCLIN7,112$3.4M0.45%
61SALESFORCE INCCRM12,228$3.3M0.45%
62ABBVIE INCABBV16,694$3.3M0.44%
63CONOCOPHILLIPSCOP30,741$3.2M0.43%
64FREEPORT-MCMORAN INCFCX64,520$3.2M0.43%
65PHILLIPS 66PSX23,948$3.1M0.42%
66COMCAST CORP NEWCCZ75,118$3.1M0.42%
67MARSH & MCLENNAN COS INC57174810213,885$3.1M0.41%
68PARKER-HANNIFIN CORPPH4,642$2.9M0.39%
69FIFTH THIRD BANCORPFITBM65,449$2.8M0.37%
70RTX CORPORATIONRTX22,441$2.7M0.36%
71SCHWAB STRATEGIC TR80852450832,139$2.7M0.36%
72ARROW ELECTRS INC04273510019,758$2.6M0.35%
73SUMMIT MATLS INC86614U10065,952$2.6M0.34%
74PROCTER AND GAMBLE CO74271810914,697$2.5M0.34%
75CAPITAL ONE FINL CORP14040H10516,843$2.5M0.34%
76DANAHER CORPORATION2358511029,041$2.5M0.34%
77CATERPILLAR INCCAT6,303$2.5M0.33%
78JOHNSON & JOHNSONJNJ14,407$2.3M0.31%
79PNC FINL SVCS GROUP INC69347510512,493$2.3M0.31%
80META PLATFORMS INCMETA3,934$2.3M0.30%
81TAKE-TWO INTERACTIVE SOFTWARTTWO14,307$2.2M0.29%
82QUALCOMM INCQCOM12,196$2.1M0.28%
83FEDEX CORPFDX7,417$2.0M0.27%
84ISHARES TR46428723444,083$2.0M0.27%
85ISHARES TR46428780416,884$2.0M0.26%
86LOCKHEED MARTIN CORPLMT3,316$1.9M0.26%
87SPDR S&P 500 ETF TRSPY3,362$1.9M0.26%
88VANGUARD INDEX FDS9229083633,631$1.9M0.26%
89ISHARES TR4642876225,980$1.9M0.25%
90GOLDMAN SACHS GROUP INCGSCE3,566$1.8M0.24%
91MONDELEZ INTL INC60920710523,395$1.7M0.23%
92HONEYWELL INTL INC4385161068,089$1.7M0.22%
93AMERICAN ELEC PWR CO INC02553710116,151$1.7M0.22%
94ISHARES TR46428746519,724$1.6M0.22%
95BERKSHIRE HATHAWAY INC DELBRK-A3,532$1.6M0.22%
96S&P GLOBAL INCSPGI3,064$1.6M0.21%
97PROLOGIS INC.PLDGP12,065$1.5M0.20%
98TRUIST FINL CORP89832Q10935,086$1.5M0.20%
99ISHARES TR46428760616,156$1.5M0.20%
100NEXTERA ENERGY INCNEE-PW17,394$1.5M0.20%
101COLGATE PALMOLIVE COCL13,858$1.4M0.19%
102UNILEVER PLCUNLYF21,165$1.4M0.18%
103CISCO SYS INCCSCO24,900$1.3M0.18%
104SELECT SECTOR SPDR TR81369Y8035,668$1.3M0.17%
105ALLEGION PLCALLE8,754$1.3M0.17%
106SELECT SECTOR SPDR TR81369Y50613,367$1.2M0.16%
107KEARNY FINL CORP MDBEKE166,946$1.1M0.15%
108AUTOMATIC DATA PROCESSING INADP3,975$1.1M0.15%
109INGERSOLL RAND INCIR10,331$1.0M0.14%
110ILLINOIS TOOL WKS INC4523081093,759$985,1360.13%
111ROYAL BK CDA7800871027,753$967,0320.13%
112NISOURCE INCNI27,905$966,9230.13%
113TOLL BROTHERS INCTOL6,250$965,6050.13%
114ISHARES TR4642871687,063$954,0000.13%
115VANGUARD INDEX FDS9229087514,001$949,0060.13%
116MCDONALDS CORPMCD2,922$889,7790.12%
117UNION PAC CORPUNP3,556$876,3680.12%
118THE CIGNA GROUP1255231002,521$873,3200.12%
119MASCO CORPMAS10,255$860,8310.11%
120NORFOLK SOUTHN CORP6558441083,415$848,6280.11%
121HERSHEY COHSY4,411$845,9530.11%
122AVERY DENNISON CORPAVY3,758$829,6170.11%
123CARRIER GLOBAL CORPORATIONCARR9,714$781,8900.10%
124VANGUARD INTL EQUITY INDEX F92204285816,273$778,6640.10%
125VANGUARD INDEX FDS9229087362,010$771,6880.10%
126COCA COLA COKO10,377$745,6710.10%
127SPDR S&P MIDCAP 400 ETF TRMDY1,295$737,7100.10%
128MCKESSON CORPMCK1,469$726,3030.10%
129VANGUARD INDEX FDS9229087692,539$718,9300.10%
130GENERAL DYNAMICS CORPGD2,245$678,3040.09%
131VANGUARD TAX-MANAGED FDS92194385812,819$676,9720.09%
132WELLS FARGO CO NEW94974610111,366$642,0720.09%
133FIDELITY COVINGTON TRUST3160928083,649$636,7590.08%
134INVESCO EXCH TRD SLF IDX FDIVZ28,881$609,9670.08%
135ABBOTT LABSABLZF5,346$609,5230.08%
136SOUTHERN COSOMN6,753$608,9560.08%
137TRAVELERS COMPANIES INCTRV2,580$604,0000.08%
138TEXAS INSTRS INC8825081042,921$603,2890.08%
139VANGUARD WORLD FD92204A7021,027$602,3570.08%
140VANGUARD INDEX FDS9229087443,390$591,7930.08%
141ISHARES TR46434V6219,259$580,4470.08%
142SELECT SECTOR SPDR TR81369Y60512,524$567,5800.08%
143PPG INDS INC6935061074,266$565,1390.08%
144DISCOVER FINL SVCS2547091083,996$560,5990.07%
145KIMBERLY-CLARK CORPKMB3,926$558,5680.07%
146TOYOTA MOTOR CORPTOYOF3,014$538,2100.07%
147PRICE T ROWE GROUP INCTROW4,720$514,1110.07%
148M & T BK CORP55261F1042,755$490,7210.07%
149VANGUARD WORLD FD9219108732,313$477,9590.06%
150ISHARES TR46432F8425,929$462,7400.06%
151VANGUARD WHITEHALL FDS9219464063,565$457,0330.06%
152PUBLIC SVC ENTERPRISE GRP IN7445731065,001$446,1400.06%
153VANGUARD INDEX FDS9229086291,686$444,7340.06%
154NETFLIX INCNFLX620$440,0740.06%
155VANGUARD WORLD FD92204A5041,552$438,0040.06%
156WALMART INCWMT5,272$425,7150.06%
157BRISTOL-MYERS SQUIBB COCELG-RI8,156$421,9830.06%
158ISHARES TR4642872264,102$415,4100.06%
159SPDR SER TR78464A7632,899$411,7740.05%
160GALLAGHER ARTHUR J & CO3635761091,460$410,7560.05%
161BROWN & BROWN INCBRO3,916$405,6980.05%
162APPLIED MATLS INC0382221051,960$395,9180.05%
163ISHARES TR4642876141,043$391,5220.05%
164SCHWAB STRATEGIC TR8085246077,414$381,8210.05%
165MOOG INCMOG-B1,800$363,6360.05%
166ISHARES TR4642882735,154$348,9260.05%
167ZIMMER BIOMET HOLDINGS INCZBH3,211$346,5790.05%
168DIGITAL RLTY TR INC2538681032,129$344,5650.05%
169TESLA INCTSLA1,297$339,3350.05%
170SCHWAB STRATEGIC TR8085247973,970$335,5770.04%
171SCHWAB CHARLES CORPSCHW-PJ5,110$331,1590.04%
172MARATHON PETE CORPMARA2,008$327,1940.04%
173FIDELITY COVINGTON TRUST3160926004,364$317,7180.04%
174INVESCO EXCHANGE TRADED FD TIVZ1,732$310,3060.04%
175SELECT SECTOR SPDR TR81369Y8606,913$308,8250.04%
176ISHARES TR4642874081,559$307,3890.04%
177NUCOR CORPNUE1,965$295,4910.04%
178SCHWAB STRATEGIC TR8085242014,351$295,2480.04%
179SELECT SECTOR SPDR TR81369Y4071,471$294,7450.04%
180VANGUARD INDEX FDS9229086111,461$293,3400.04%
181AMERIPRISE FINL INC03076C106620$291,1320.04%
182QUEST DIAGNOSTICS INCDGX1,873$290,7240.04%
183SYNOPSYS INCSNPS572$289,6560.04%
184FIDELITY COVINGTON TRUST3160925014,510$287,9880.04%
185GLOBAL X FDS37954Y7158,942$287,4860.04%
186MCCORMICK & CO INCMKC-V3,485$286,8160.04%
187CONSTELLATION ENERGY CORPCEG1,039$270,2650.04%
188MORGAN STANLEYMS-PQ2,590$269,9650.04%
189AMERICAN TOWER CORP NEW03027X1001,159$269,6160.04%
190AON PLCAON726$251,1890.03%
191CUMMINS INCCMI769$248,9950.03%
192HP INCHPQ6,926$248,4500.03%
193DOMINION ENERGY INCD4,268$246,6700.03%
194WATSCO INCWSO-B500$245,9400.03%
195BERKSHIRE HATHAWAY INC DELBRK-A526$242,0970.03%
196INVESCO EXCH TRADED FD TR IIIVZ9,931$239,8340.03%
197ISHARES TR464287648844$239,6960.03%
198SCHWAB STRATEGIC TR8085241023,540$235,4810.03%
199RPM INTL INC7496851031,926$233,0460.03%
200FIDELITY COVINGTON TRUST3160927093,211$231,7380.03%
201VANGUARD SCOTTSDALE FDS92206C6802,362$227,9810.03%
202INVESCO EXCH TRD SLF IDX FDIVZ11,517$225,2730.03%
203ISHARES TR4642874731,660$219,5350.03%
204BROADRIDGE FINL SOLUTIONS IN11133T1031,005$216,1060.03%
205FIDELITY COVINGTON TRUST3160922042,373$209,8520.03%
206EMERSON ELEC COEMR1,888$206,5030.03%
207C H ROBINSON WORLDWIDE INCCHRW1,866$205,9500.03%
208LABCORP HOLDINGS INCLH903$201,8030.03%
209LEXICON PHARMACEUTICALS INCLXRX10,000$15,7000.00%