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Home > Institutional Investor > River Wealth Advisors Llc > Profile

Instuitional Investor - River Wealth Advisors Llc

Fund Profile
Filing Period:
Fund Name: River Wealth Advisors Llc
Portfolio Value $626,223,331
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 197,342 $39,608,578 6.32%
2.
Apple Inc.
 AAPL 175,369 $33,763,770 5.39%
3.
Microsoft Corp
 MSFT 70,948 $26,679,244 4.26%
4.
Ishares Trust
 IEF 325,349 $25,289,407 4.03%
5.
Ishares Trust
 IEF 51,164 $24,437,293 3.9%
Insider Monkey Quarterly Strategy
+336.2% Insider Monkey Quarterly Strategy
+144.8% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through November 14th, 2024)