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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 $754,446,168
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 234,994 $51,924,375 6.88%
2.
Apple Inc.
 AAPL 176,446 $44,185,611 5.85%
3.
Ishares Trust
 IEF 383,503 $33,901,647 4.49%
4.
Microsoft Corp
 MSFT 78,178 $32,951,997 4.36%
5.
Ishares Trust
 IEF 49,125 $28,918,786 3.83%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% 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 February 19th, 2025)