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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 2024 · Filed February 13, 2025 · Accession 0001642570-25-000004

Total Value
$754.4M
Positions
207
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (207)

#IssuerTicker / CUSIPSharesValue% of Filing
1ISHARES TR464287655234,994$51.9M6.88%
2APPLE INCAAPL176,446$44.2M5.86%
3ISHARES TR464287499383,503$33.9M4.49%
4MICROSOFT CORPMSFT78,178$33.0M4.37%
5ISHARES TR46428720049,125$28.9M3.83%
6NVIDIA CORPORATIONNVDA208,779$28.0M3.72%
7ALPHABET INCGOOG103,442$19.6M2.60%
8ACCENTURE PLC IRELANDACN49,430$17.4M2.30%
9SPDR SER TR78464A359222,448$17.3M2.30%
10AMAZON COM INCAMZN75,516$16.6M2.20%
11VISA INCV50,167$15.9M2.10%
12JPMORGAN CHASE & CO.VYLD65,790$15.8M2.09%
13VANGUARD INTL EQUITY INDEX F922042775260,025$14.9M1.98%
14SALESFORCE INCCRM36,701$12.3M1.63%
15T-MOBILE US INCTMUSZ53,639$11.8M1.57%
16EATON CORP PLCETN30,710$10.2M1.35%
17BANK AMERICA CORP060505104208,086$9.1M1.21%
18TJX COS INC NEW87254010972,100$8.7M1.15%
19CHIPOTLE MEXICAN GRILL INCCMG142,556$8.6M1.14%
20CENCORA INCCOR37,227$8.4M1.11%
21D R HORTON INC23331A10957,348$8.0M1.06%
22PEPSICO INCPEP52,329$8.0M1.05%
23CHUBB LIMITEDCB28,548$7.9M1.05%
24ISHARES TR46434V100158,227$7.9M1.04%
25STRYKER CORPORATIONSYK20,797$7.5M0.99%
26ELI LILLY & COLLY9,563$7.4M0.98%
27ISHARES INC46434G103138,665$7.2M0.96%
28CARLISLE COS INC14233910018,906$7.0M0.92%
29COSTCO WHSL CORP NEW22160K1057,348$6.7M0.89%
30TAKE-TWO INTERACTIVE SOFTWARTTWO36,526$6.7M0.89%
31UNITEDHEALTH GROUP INCUNH12,578$6.4M0.84%
32MASTERCARD INCORPORATEDMA11,601$6.1M0.81%
33VANGUARD INDEX FDS92290859521,366$6.0M0.79%
34TRANE TECHNOLOGIES PLCTT16,105$5.9M0.79%
35ORACLE CORPORCL-PD35,255$5.9M0.78%
36BLACKROCK INCBLK5,659$5.8M0.77%
37CHEVRON CORP NEWCVX36,976$5.4M0.71%
38TARGA RES CORPTRGP29,410$5.2M0.70%
39AIR PRODS & CHEMS INCAIIR17,257$5.0M0.66%
40TETRA TECH INC NEWTTEK123,919$4.9M0.65%
41ELEVANCE HEALTH INCELV13,138$4.8M0.64%
42LAM RESEARCH CORPLRCX64,475$4.7M0.62%
43MERCK & CO INCMRK46,517$4.6M0.61%
44ALPHABET INCGOOG23,920$4.6M0.60%
45WASTE MGMT INC DEL94106L10922,570$4.6M0.60%
46DEERE & CODE10,587$4.5M0.59%
47CONSTELLATION BRANDS INCSTZ19,435$4.3M0.57%
48ISHARES TR46428750768,484$4.3M0.57%
49LOWES COS INC54866110715,907$3.9M0.52%
50ISHARES TR46428770530,234$3.8M0.50%
51AMGEN INCAMGN14,142$3.7M0.49%
52ADVANCED MICRO DEVICES INCAMD29,606$3.6M0.47%
53VANGUARD INDEX FDS92290865218,422$3.5M0.46%
54SUMMIT MATLS INC86614U10069,156$3.5M0.46%
55EXXON MOBIL CORPXOM32,472$3.5M0.46%
56PULTE GROUP INC74586710131,634$3.4M0.46%
57HOME DEPOT INCHD8,234$3.2M0.42%
58INVESCO QQQ TRIVZ6,181$3.2M0.42%
59TE CONNECTIVITY PLCTEL20,829$3.0M0.39%
60CAPITAL ONE FINL CORP14040H10516,343$2.9M0.39%
61MARSH & MCLENNAN COS INC57174810213,512$2.9M0.38%
62ABBVIE INCABBV16,036$2.8M0.38%
63CONOCOPHILLIPSCOP28,534$2.8M0.38%
64LINDE PLCLIN6,724$2.8M0.37%
65THERMO FISHER SCIENTIFIC INCTMO5,343$2.8M0.37%
66PARKER-HANNIFIN CORPPH4,323$2.7M0.36%
67FREEPORT-MCMORAN INCFCX71,269$2.7M0.36%
68SCHWAB STRATEGIC TR80852450894,272$2.6M0.35%
69FIFTH THIRD BANCORPFITBM60,872$2.6M0.34%
70PHILLIPS 66PSX22,157$2.5M0.33%
71RTX CORPORATIONRTX21,719$2.5M0.33%
72PROCTER AND GAMBLE CO74271810914,022$2.4M0.31%
73PNC FINL SVCS GROUP INC69347510512,034$2.3M0.31%
74META PLATFORMS INCMETA3,941$2.3M0.31%
75CATERPILLAR INCCAT6,253$2.3M0.30%
76VANGUARD INDEX FDS9229083633,667$2.0M0.26%
77ISHARES TR46428780417,078$2.0M0.26%
78JOHNSON & JOHNSONJNJ13,516$2.0M0.26%
79FEDEX CORPFDX6,943$2.0M0.26%
80GOLDMAN SACHS GROUP INCGSCE3,387$1.9M0.26%
81SPDR S&P 500 ETF TRSPY3,309$1.9M0.26%
82ISHARES TR4642876226,019$1.9M0.26%
83DANAHER CORPORATION2358511028,374$1.9M0.25%
84ARROW ELECTRS INC04273510016,962$1.9M0.25%
85NOVO-NORDISK A SNONOF21,343$1.8M0.24%
86INVESCO EXCH TRD SLF IDX FDIVZ93,245$1.8M0.24%
87ISHARES TR46428723440,770$1.7M0.23%
88HONEYWELL INTL INC4385161067,425$1.7M0.22%
89QUALCOMM INCQCOM10,873$1.7M0.22%
90MONDELEZ INTL INC60920710527,766$1.7M0.22%
91INVESCO EXCH TRD SLF IDX FDIVZ83,099$1.6M0.21%
92BERKSHIRE HATHAWAY INC DELBRK-A3,345$1.5M0.20%
93S&P GLOBAL INCSPGI2,991$1.5M0.20%
94LOCKHEED MARTIN CORPLMT3,033$1.5M0.20%
95ISHARES TR46428760616,156$1.5M0.19%
96TRUIST FINL CORP89832Q10931,556$1.4M0.18%
97AMERICAN ELEC PWR CO INC02553710114,709$1.4M0.18%
98ISHARES TR46428746516,867$1.3M0.17%
99SELECT SECTOR SPDR TR81369Y8035,259$1.2M0.16%
100NEXTERA ENERGY INCNEE-PW16,825$1.2M0.16%
101KEARNY FINL CORP MDBEKE166,946$1.2M0.16%
102COLGATE PALMOLIVE COCL12,972$1.2M0.16%
103PROLOGIS INC.PLDGP10,661$1.1M0.15%
104SELECT SECTOR SPDR TR81369Y50612,891$1.1M0.15%
105CISCO SYS INCCSCO18,443$1.1M0.14%
106INVESCO EXCH TRD SLF IDX FDIVZ53,975$1.1M0.14%
107UNILEVER PLCUNLYF19,093$1.1M0.14%
108AUTOMATIC DATA PROCESSING INADP3,674$1.1M0.14%
109INVESCO EXCH TRD SLF IDX FDIVZ56,138$1.0M0.14%
110INVESCO EXCH TRD SLF IDX FDIVZ63,580$1.0M0.14%
111INVESCO EXCH TRD SLF IDX FDIVZ62,211$1.0M0.13%
112ALLEGION PLCALLE7,753$1.0M0.13%
113VANGUARD INDEX FDS9229087513,992$959,2050.13%
114INVESCO EXCH TRD SLF IDX FDIVZ47,177$948,7300.13%
115NISOURCE INCNI25,807$948,6580.13%
116INGERSOLL RAND INCIR10,338$935,1760.12%
117ROYAL BK CDA7800871027,327$882,9770.12%
118INVESCO EXCH TRD SLF IDX FDIVZ41,795$863,0670.11%
119VANGUARD INDEX FDS9229087692,950$855,0780.11%
120ILLINOIS TOOL WKS INC4523081093,321$842,0870.11%
121MCKESSON CORPMCK1,463$833,7790.11%
122VANGUARD INDEX FDS9229087361,988$815,7800.11%
123NORFOLK SOUTHN CORP6558441083,416$801,7360.11%
124WELLS FARGO CO NEW94974610111,305$794,0720.11%
125TOLL BROTHERS INCTOL6,160$775,8520.10%
126INVESCO EXCH TRD SLF IDX FDIVZ37,084$764,6730.10%
127ISHARES TR4642871685,788$759,9070.10%
128UNION PAC CORPUNP3,085$703,3970.09%
129AVERY DENNISON CORPAVY3,758$703,2350.09%
130THE CIGNA GROUP1255231002,534$699,7620.09%
131DISNEY WALT CO2546871066,257$696,7650.09%
132HERSHEY COHSY4,114$696,7160.09%
133VANGUARD INTL EQUITY INDEX F92204285815,553$684,9550.09%
134DISCOVER FINL SVCS2547091083,916$678,3690.09%
135SPDR S&P MIDCAP 400 ETF TRMDY1,190$677,8010.09%
136MCDONALDS CORPMCD2,265$656,6010.09%
137MASCO CORPMAS8,703$631,6030.08%
138FIDELITY COVINGTON TRUST3160928083,318$613,4990.08%
139CARRIER GLOBAL CORPORATIONCARR8,881$606,2280.08%
140VANGUARD TAX-MANAGED FDS92194385812,674$606,0710.08%
141ABBOTT LABSABLZF5,238$592,4160.08%
142GENERAL DYNAMICS CORPGD2,242$590,6270.08%
143COCA COLA COKO8,993$559,9050.07%
144SOUTHERN COSOMN6,774$557,6340.07%
145NETFLIX INCNFLX625$557,0750.07%
146TRAVELERS COMPANIES INCTRV2,260$544,3040.07%
147TOYOTA MOTOR CORPTOYOF2,784$541,7950.07%
148VANGUARD INDEX FDS9229087443,193$540,5750.07%
149ISHARES TR46434V6218,700$533,6580.07%
150VANGUARD WORLD FD92204A702853$530,3960.07%
151M & T BK CORP55261F1042,665$501,0470.07%
152PPG INDS INC6935061074,173$498,4380.07%
153KIMBERLY-CLARK CORPKMB3,736$489,5530.06%
154VANGUARD WORLD FD9219108732,263$481,2500.06%
155PRICE T ROWE GROUP INCTROW4,209$475,9560.06%
156WALMART INCWMT5,092$460,1000.06%
157ISHARES TR46432F8426,390$449,0720.06%
158SCHWAB STRATEGIC TR80852460717,254$446,1890.06%
159VANGUARD WHITEHALL FDS9219464063,457$441,0790.06%
160VANGUARD INDEX FDS9229086291,644$434,2690.06%
161TEXAS INSTRS INC8825081042,315$434,0800.06%
162BROADCOM INCAVGO1,852$429,2800.06%
163PUBLIC SVC ENTERPRISE GRP IN7445731064,993$421,8590.06%
164BRISTOL-MYERS SQUIBB COCELG-RI7,420$419,6800.06%
165ISHARES TR4642876141,043$418,8480.06%
166SELECT SECTOR SPDR TR81369Y6058,644$417,7560.06%
167GALLAGHER ARTHUR J & CO3635761091,426$404,7710.05%
168BROWN & BROWN INCBRO3,814$389,1050.05%
169SPDR SER TR78464A7632,899$382,9580.05%
170SCHWAB CHARLES CORPSCHW-PJ5,119$378,8290.05%
171VANGUARD WORLD FD92204A5041,476$374,5070.05%
172MOOG INCMOG-B1,800$354,3120.05%
173FIDELITY COVINGTON TRUST3160925014,748$326,0930.04%
174FIDELITY COVINGTON TRUST3160926004,952$323,6300.04%
175SELECT SECTOR SPDR TR81369Y4071,398$313,6420.04%
176MORGAN STANLEYMS-PQ2,484$312,2890.04%
177TESLA INCTSLA772$311,7650.04%
178INVESCO EXCH TRD SLF IDX FDIVZ15,256$308,4010.04%
179SCHWAB STRATEGIC TR80852479711,239$307,0370.04%
180ISHARES TR4642882734,957$301,1380.04%
181ZIMMER BIOMET HOLDINGS INCZBH2,796$295,2940.04%
182QUEST DIAGNOSTICS INCDGX1,869$281,9000.04%
183SYNOPSYS INCSNPS577$280,0530.04%
184MARATHON PETE CORPMARA2,005$279,7580.04%
185AMERIPRISE FINL INC03076C106519$276,3320.04%
186DIGITAL RLTY TR INC2538681031,555$275,7060.04%
187CUMMINS INCCMI769$268,0740.04%
188VANGUARD INDEX FDS9229086111,352$267,9400.04%
189ISHARES TR464287648920$264,7950.04%
190AON PLCAON727$261,1100.03%
191MCCORMICK & CO INCMKC-V3,395$258,8350.03%
192DIMENSIONAL ETF TRUST25434V7087,403$256,0700.03%
193APPLIED MATLS INC0382221051,553$252,4840.03%
194CONSTELLATION ENERGY CORPCEG1,124$251,5470.03%
195COMCAST CORP NEWCCZ6,646$249,4320.03%
196PPL CORPPPLC7,540$244,7340.03%
197ISHARES TR4642874731,869$241,7370.03%
198BERKSHIRE HATHAWAY INC DELBRK-A526$238,4260.03%
199WATSCO INCWSO-B502$237,8930.03%
200FIDELITY COMWLTH TR3159128083,000$228,1800.03%
201BROADRIDGE FINL SOLUTIONS IN11133T1031,005$227,2210.03%
202RPM INTL INC7496851031,796$221,0160.03%
203EMERSON ELEC COEMR1,705$211,2590.03%
204FIDELITY COVINGTON TRUST3160927092,996$210,6490.03%
205FIDELITY COVINGTON TRUST3160928733,504$205,6850.03%
206NUCOR CORPNUE1,755$204,8820.03%
207SCHWAB STRATEGIC TR8085241028,988$204,0280.03%