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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 2025 · Filed May 14, 2025 · Accession 0001642570-25-000006

Total Value
$719.5M
Positions
197
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (197)

#IssuerTicker / CUSIPSharesValue% of Filing
1ISHARES TR464287655240,109$47.9M6.66%
2APPLE INCAAPL177,344$39.4M5.47%
3ISHARES TR464287499391,021$33.3M4.62%
4MICROSOFT CORPMSFT79,689$29.9M4.16%
5ISHARES TR46428720050,176$28.2M3.92%
6NVIDIA CORPORATIONNVDA215,883$23.4M3.25%
7VISA INCV49,924$17.5M2.43%
8SPDR SER TR78464A359224,733$17.2M2.39%
9ACCENTURE PLC IRELANDACN52,502$16.4M2.28%
10ALPHABET INCGOOG105,413$16.3M2.27%
11JPMORGAN CHASE & CO.VYLD66,074$16.2M2.25%
12T-MOBILE US INCTMUSZ58,077$15.5M2.15%
13VANGUARD INTL EQUITY INDEX F922042775249,218$15.1M2.10%
14AMAZON COM INCAMZN76,437$14.5M2.02%
15SALESFORCE INCCRM45,968$12.3M1.71%
16CENCORA INCCOR37,918$10.5M1.47%
17CHUBB LIMITEDCB30,142$9.1M1.27%
18BANK AMERICA CORP060505104217,255$9.1M1.26%
19EATON CORP PLCETN31,793$8.6M1.20%
20TJX COS INC NEW87254010969,005$8.4M1.17%
21TAKE-TWO INTERACTIVE SOFTWARTTWO40,006$8.3M1.15%
22ELI LILLY & COLLY9,955$8.2M1.14%
23D R HORTON INC23331A10964,152$8.2M1.13%
24CHIPOTLE MEXICAN GRILL INCCMG158,461$8.0M1.11%
25PEPSICO INCPEP49,479$7.4M1.03%
26ISHARES INC46434G103137,156$7.4M1.03%
27STRYKER CORPORATIONSYK19,831$7.4M1.03%
28ISHARES TR46434V100137,229$6.9M0.96%
29COSTCO WHSL CORP NEW22160K1057,146$6.8M0.94%
30UNITEDHEALTH GROUP INCUNH12,532$6.6M0.91%
31MASTERCARD INCORPORATEDMA11,408$6.3M0.87%
32CHEVRON CORP NEWCVX36,475$6.1M0.85%
33CARLISLE COS INC14233910017,664$6.0M0.84%
34TARGA RES CORPTRGP29,983$6.0M0.84%
35BLACKROCK INCBLK6,193$5.9M0.81%
36WASTE MGMT INC DEL94106L10923,870$5.5M0.77%
37ELEVANCE HEALTH INCELV12,283$5.3M0.74%
38TRANE TECHNOLOGIES PLCTT15,647$5.3M0.73%
39DEERE & CODE11,217$5.3M0.73%
40VANGUARD INDEX FDS92290859520,732$5.2M0.73%
41MERCK & CO INCMRK54,165$4.9M0.68%
42ORACLE CORPORCL-PD34,640$4.8M0.67%
43AIR PRODS & CHEMS INCAIIR16,261$4.8M0.67%
44LAM RESEARCH CORPLRCX60,171$4.4M0.61%
45AMGEN INCAMGN13,899$4.3M0.60%
46EXXON MOBIL CORPXOM34,136$4.1M0.56%
47ISHARES TR46428750767,753$4.0M0.55%
48TETRA TECH INC NEWTTEK128,783$3.8M0.52%
49ISHARES TR46428770529,833$3.6M0.50%
50LOWES COS INC54866110715,094$3.5M0.49%
51CONSTELLATION BRANDS INCSTZ18,836$3.5M0.48%
52ALPHABET INCGOOG21,599$3.4M0.47%
53PULTE GROUP INC74586710131,198$3.2M0.45%
54ABBVIE INCABBV15,267$3.2M0.44%
55MARSH & MCLENNAN COS INC57174810212,895$3.1M0.44%
56CONSTELLATION ENERGY CORPCEG15,173$3.1M0.43%
57VANGUARD INDEX FDS92290865217,280$3.0M0.41%
58INVESCO QQQ TRIVZ6,108$2.9M0.40%
59TE CONNECTIVITY PLCTEL20,213$2.9M0.40%
60LINDE PLCLIN6,063$2.8M0.39%
61HOME DEPOT INCHD7,608$2.8M0.39%
62CAPITAL ONE FINL CORP14040H10515,448$2.8M0.38%
63RTX CORPORATIONRTX20,746$2.7M0.38%
64FREEPORT-MCMORAN INCFCX71,077$2.7M0.37%
65PARKER-HANNIFIN CORPPH4,214$2.6M0.36%
66CONOCOPHILLIPSCOP23,897$2.5M0.35%
67PHILLIPS 66PSX19,325$2.4M0.33%
68SCHWAB STRATEGIC TR80852450890,395$2.4M0.33%
69THERMO FISHER SCIENTIFIC INCTMO4,753$2.4M0.33%
70META PLATFORMS INCMETA3,940$2.3M0.32%
71FIFTH THIRD BANCORPFITBM56,055$2.2M0.31%
72PROCTER AND GAMBLE CO74271810912,764$2.2M0.30%
73PNC FINL SVCS GROUP INC69347510511,918$2.1M0.29%
74INVESCO EXCH TRD SLF IDX FDIVZ106,854$2.1M0.29%
75JOHNSON & JOHNSONJNJ12,471$2.1M0.29%
76CATERPILLAR INCCAT6,087$2.0M0.28%
77MONDELEZ INTL INC60920710527,966$1.9M0.26%
78INVESCO EXCH TRD SLF IDX FDIVZ94,922$1.9M0.26%
79ISHARES TR4642876226,019$1.8M0.26%
80GOLDMAN SACHS GROUP INCGSCE3,315$1.8M0.25%
81BERKSHIRE HATHAWAY INC DELBRK-A3,389$1.8M0.25%
82SPDR S&P 500 ETF TRSPY3,184$1.8M0.25%
83ISHARES TR46428780416,411$1.7M0.24%
84DANAHER CORPORATION2358511028,175$1.7M0.23%
85ISHARES TR46428723438,173$1.7M0.23%
86VANGUARD INDEX FDS9229083633,137$1.6M0.22%
87HONEYWELL INTL INC4385161067,082$1.5M0.21%
88ARROW ELECTRS INC04273510014,328$1.5M0.21%
89FEDEX CORPFDX6,070$1.5M0.21%
90S&P GLOBAL INCSPGI2,822$1.4M0.20%
91QUALCOMM INCQCOM9,276$1.4M0.20%
92ISHARES TR46428760615,805$1.3M0.18%
93ISHARES TR46428746515,195$1.2M0.17%
94INVESCO EXCH TRD SLF IDX FDIVZ59,772$1.2M0.17%
95INVESCO EXCH TRD SLF IDX FDIVZ72,514$1.2M0.16%
96DIGITAL RLTY TR INC2538681038,146$1.2M0.16%
97INVESCO EXCH TRD SLF IDX FDIVZ70,064$1.2M0.16%
98INVESCO EXCH TRD SLF IDX FDIVZ62,680$1.2M0.16%
99TRUIST FINL CORP89832Q10928,040$1.2M0.16%
100INVESCO EXCH TRD SLF IDX FDIVZ55,357$1.1M0.16%
101AUTOMATIC DATA PROCESSING INADP3,576$1.1M0.15%
102SELECT SECTOR SPDR TR81369Y50611,514$1.1M0.15%
103SELECT SECTOR SPDR TR81369Y8035,182$1.1M0.15%
104COLGATE PALMOLIVE COCL11,417$1.1M0.15%
105CISCO SYS INCCSCO17,301$1.1M0.15%
106KEARNY FINL CORP MDBEKE166,946$1.0M0.15%
107UNILEVER PLCUNLYF16,570$986,7260.14%
108PROLOGIS INC.PLDGP8,654$967,4130.13%
109MCKESSON CORPMCK1,391$936,1300.13%
110INVESCO EXCH TRD SLF IDX FDIVZ44,845$927,3950.13%
111ALLEGION PLCALLE7,047$919,3790.13%
112INVESCO EXCH TRD SLF IDX FDIVZ43,739$913,7080.13%
113VANGUARD INDEX FDS9229087513,978$882,1660.12%
114WALMART INCWMT9,792$859,6580.12%
115THE CIGNA GROUP1255231002,525$830,7530.12%
116WELLS FARGO CO NEW94974610111,403$818,6300.11%
117INGERSOLL RAND INCIR10,140$811,5050.11%
118NORFOLK SOUTHN CORP6558441083,370$798,1850.11%
119VANGUARD INDEX FDS9229087692,875$790,2320.11%
120ILLINOIS TOOL WKS INC4523081093,166$785,2140.11%
121ISHARES TR4642871685,734$770,0190.11%
122CAMECO CORPCCJ18,490$761,0490.11%
123VANGUARD INDEX FDS9229087362,007$744,1950.10%
124ROYAL BK CDA7800871026,592$743,0510.10%
125HERSHEY COHSY4,216$721,0110.10%
126KIMBERLY-CLARK CORPKMB4,827$686,5070.10%
127UNION PAC CORPUNP2,843$671,5200.09%
128ABBOTT LABSABLZF5,044$669,0230.09%
129DISCOVER FINL SVCS2547091083,900$665,7300.09%
130MCDONALDS CORPMCD2,131$665,6610.09%
131TOLL BROTHERS INCTOL6,160$650,4350.09%
132AVERY DENNISON CORPAVY3,646$648,8790.09%
133SPDR S&P MIDCAP 400 ETF TRMDY1,183$631,1070.09%
134VANGUARD TAX-MANAGED FDS92194385812,249$622,6170.09%
135GENERAL DYNAMICS CORPGD2,219$604,7330.08%
136COCA COLA COKO8,372$599,6030.08%
137SOUTHERN COSOMN6,496$597,3050.08%
138NETFLIX INCNFLX630$587,4940.08%
139ISHARES INC46434G8228,551$586,2570.08%
140DISNEY WALT CO2546871065,834$575,7890.08%
141TRAVELERS COMPANIES INCTRV2,160$571,1160.08%
142VANGUARD INTL EQUITY INDEX F92204285812,237$553,8470.08%
143VANGUARD INDEX FDS9229087443,193$551,5590.08%
144FIDELITY COVINGTON TRUST3160928083,406$549,2490.08%
145CARRIER GLOBAL CORPORATIONCARR8,419$533,7740.07%
146MASCO CORPMAS7,433$516,9160.07%
147ISHARES TR46434V6218,350$515,8630.07%
148GALLAGHER ARTHUR J & CO3635761091,399$482,9910.07%
149TOYOTA MOTOR CORPTOYOF2,695$475,7490.07%
150BROWN & BROWN INCBRO3,814$474,4620.07%
151ISHARES TR46432F8425,975$451,9910.06%
152BRISTOL-MYERS SQUIBB COCELG-RI7,408$451,8370.06%
153M & T BK CORP55261F1042,504$447,5900.06%
154VANGUARD WHITEHALL FDS9219464063,457$445,8150.06%
155VANGUARD WORLD FD9219108732,213$445,6540.06%
156VANGUARD INDEX FDS9229086291,686$435,9480.06%
157SELECT SECTOR SPDR TR81369Y6058,644$430,5490.06%
158PPG INDS INC6935061073,699$404,4960.06%
159SCHWAB CHARLES CORPSCHW-PJ5,029$393,6880.05%
160SPDR SER TR78464A7632,899$393,3370.05%
161VANGUARD WORLD FD92204A5041,429$378,3000.05%
162ISHARES TR4642876141,043$376,6170.05%
163INVESCO EXCH TRD SLF IDX FDIVZ18,058$369,9080.05%
164TEXAS INSTRS INC8825081042,018$362,5480.05%
165PRICE T ROWE GROUP INCTROW3,846$353,3000.05%
166NEXTERA ENERGY INCNEE-PW4,926$349,1780.05%
167PUBLIC SVC ENTERPRISE GRP IN7445731064,124$339,4060.05%
168FIDELITY COVINGTON TRUST3160926004,800$327,9540.05%
169BROADCOM INCAVGO1,939$324,5840.05%
170FIDELITY COVINGTON TRUST3160925014,597$319,5840.04%
171SCHWAB STRATEGIC TR80852460713,566$317,8520.04%
172MOOG INCMOG-B1,800$312,0300.04%
173SCHWAB STRATEGIC TR80852479710,478$292,9590.04%
174MARATHON PETE CORPMARA2,005$292,1720.04%
175QUEST DIAGNOSTICS INCDGX1,719$290,7900.04%
176PPL CORPPPLC8,032$290,0210.04%
177ISHARES TR4642882734,564$289,9510.04%
178AON PLCAON719$286,9460.04%
179MORGAN STANLEYMS-PQ2,445$285,2590.04%
180VANGUARD WORLD FD92204A702519$281,4960.04%
181SELECT SECTOR SPDR TR81369Y4071,391$274,6670.04%
182ZIMMER BIOMET HOLDINGS INCZBH2,326$263,2060.04%
183MCCORMICK & CO INCMKC-V3,180$261,7460.04%
184WATSCO INCWSO-B500$254,1500.04%
185VANGUARD INDEX FDS9229086111,341$249,8150.03%
186AMERIPRISE FINL INC03076C106516$249,8010.03%
187SYNOPSYS INCSNPS577$247,4470.03%
188DIMENSIONAL ETF TRUST25434V7087,403$244,2250.03%
189ISHARES TR4642874731,869$235,4380.03%
190ISHARES TR464287648920$235,0880.03%
191CUMMINS INCCMI726$227,5580.03%
192BROADRIDGE FINL SOLUTIONS IN11133T103935$226,7010.03%
193APPLIED MATLS INC0382221051,553$225,3000.03%
194CARDINAL HEALTH INCCAH1,510$208,0330.03%
195NUCOR CORPNUE1,697$204,2750.03%
196FIDELITY COMWLTH TR3159128083,000$204,1950.03%
197TESLA INCTSLA782$202,6640.03%