Chief Compliance Officer

0001642570-23-000005.txt : 20230511 0001642570-23-000005.hdr.sgml : 20230511 20230511151222 ACCESSION NUMBER: 0001642570-23-000005 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20230331 FILED AS OF DATE: 20230511 DATE AS OF CHANGE: 20230511 EFFECTIVENESS DATE: 20230511 FILER: COMPANY DATA: COMPANY CONFORMED NAME: River Wealth Advisors LLC CENTRAL INDEX KEY: 0001642570 IRS NUMBER: 472105957 STATE OF INCORPORATION: PA FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-16908 FILM NUMBER: 23910519 BUSINESS ADDRESS: STREET 1: 100 CORPORATE CENTER DRIVE STREET 2: SUITE 102 CITY: CAMP HILL STATE: PA ZIP: 17011 BUSINESS PHONE: 717-888-9830 MAIL ADDRESS: STREET 1: 100 CORPORATE CENTER DRIVE STREET 2: SUITE 102 CITY: CAMP HILL STATE: PA ZIP: 17011 13F-HR 1 primary_doc.xml X0202 13F-HR LIVE false true false 0001642570 XXXXXXXX 03-31-2023 03-31-2023 River Wealth Advisors LLC

100 CORPORATE CENTER DRIVE SUITE 102 CAMP HILL PA 17011

13F HOLDINGS REPORT 028-16908 000173767 N Ralph Manna Chief Compliance Officer 717-888-9830 Ralph Manna Camp Hill PA 05-11-2023 0 207 549593311 false INFORMATION TABLE 2 mar312023-13f.xml APPLE INC COM 037833100 29991701 181878 SH SOLE RWA 177229 0 4649 ISHARES TR RUSSELL 2000 ETF 464287655 29572101 165763 SH SOLE RWA 162227 0 3536 MICROSOFT CORP COM 594918104 20421016 70833 SH SOLE RWA 69550 0 1283 ISHARES TR RUS MID CAP ETF 464287499 20320307 290622 SH SOLE RWA 283500 0 7122 ISHARES TR CORE S&P500 ETF 464287200 19601251 47682 SH SOLE RWA 46181 0 1501 VANGUARD INTL EQUITY INDEX F ALLWRLD EX US 922042775 18366186 343486 SH SOLE RWA 335043 0 8443 ISHARES TR 0-5YR INVT GR CP 46434V100 18000875 371305 SH SOLE RWA 366123 0 5182 SPDR SER TR BBG CONV SEC ETF 78464A359 13536709 201830 SH SOLE RWA 197943 0 3887 VISA INC COM CL A 92826C839 11453705 50801 SH SOLE RWA 50075 0 726 ACCENTURE PLC IRELAND SHS CLASS A G1151C101 9658771 33794 SH SOLE RWA 33338 0 456 ALPHABET INC CAP STK CL A 02079K305 9314436 89795 SH SOLE RWA 86543 0 3252 STRYKER CORPORATION COM 863667101 7795568 27308 SH SOLE RWA 26345 0 963 PEPSICO INC COM 713448108 7636236 41888 SH SOLE RWA 40791 0 1097 AMAZON COM INC COM 023135106 7571523 73304 SH SOLE RWA 71327 0 1977 ELEVANCE HEALTH INC COM 036752103 7384759 16060 SH SOLE RWA 15543 0 517 ISHARES INC CORE MSCI EMKT 46434G103 7233906 148266 SH SOLE RWA 146351 0 1915 JPMORGAN CHASE & CO COM 46625H100 7099206 54479 SH SOLE RWA 53036 0 1443 AIR PRODS & CHEMS INC COM 009158106 6432685 22397 SH SOLE RWA 21976 0 421 LOWES COS INC COM 548661107 5860183 29305 SH SOLE RWA 28678 0 627 MASTERCARD INCORPORATED CL A 57636Q104 5680635 15631 SH SOLE RWA 15071 0 560 DISNEY WALT CO COM 254687106 5446974 54399 SH SOLE RWA 52745 0 1654 THERMO FISHER SCIENTIFIC INC COM 883556102 5407476 9382 SH SOLE RWA 9184 0 198 CHEVRON CORP NEW COM 166764100 5361046 32858 SH SOLE RWA 31966 0 892 VANGUARD INDEX FDS SML CP GRW ETF 922908595 5283368 24414 SH SOLE RWA 23917 0 497 D R HORTON INC COM 23331A109 5137003 52585 SH SOLE RWA 51424 0 1161 EATON CORP PLC SHS G29183103 4828088 28178 SH SOLE RWA 26740 0 1438 BANK AMERICA CORP COM 060505104 4725565 165230 SH SOLE RWA 159593 0 5637 CARLISLE COS INC COM 142339100 4704256 20809 SH SOLE RWA 20280 0 529 AMERISOURCEBERGEN CORP COM 03073E105 4557615 28466 SH SOLE RWA 27880 0 586 TE CONNECTIVITY LTD SHS H84989104 4542714 34638 SH SOLE RWA 34173 0 465 AMGEN INC COM 031162100 4224558 17475 SH SOLE RWA 17204 0 271 UNITEDHEALTH GROUP INC COM 91324P102 4135626 8751 SH SOLE RWA 8603 0 148 TRANE TECHNOLOGIES PLC SHS G8994E103 4078712 22169 SH SOLE RWA 21531 0 638 TJX COS INC NEW COM 872540109 4062963 51850 SH SOLE RWA 50998 0 852 PROLOGIS INC. COM 74340W103 4012732 32161 SH SOLE RWA 31426 0 735 CONSTELLATION BRANDS INC CL A 21036P108 3896486 17249 SH SOLE RWA 16866 0 383 QUALCOMM INC COM 747525103 3836365 30070 SH SOLE RWA 29711 0 359 ISHARES TR CORE S&P MCP ETF 464287507 3741557 14957 SH SOLE RWA 14614 0 343 ARROW ELECTRS INC COM 042735100 3650950 29238 SH SOLE RWA 27358 0 1880 CONOCOPHILLIPS COM 20825C104 3626985 36559 SH SOLE RWA 35982 0 577 ISHARES TR S&P MC 400VL ETF 464287705 3598660 35017 SH SOLE RWA 33877 0 1140 CVS HEALTH CORP COM 126650100 3509660 47230 SH SOLE RWA 46197 0 1033 ORACLE CORP COM 68389X105 3464749 37287 SH SOLE RWA 35587 0 1700 CHUBB LIMITED COM H1467J104 3324815 17122 SH SOLE RWA 16332 0 790 VANGUARD INDEX FDS EXTEND MKT ETF 922908652 3313343 23633 SH SOLE RWA 23240 0 393 LAM RESEARCH CORP COM 512807108 3311660 6247 SH SOLE RWA 6107 0 140 NVIDIA CORPORATION COM 67066G104 3255484 11720 SH SOLE RWA 11414 0 306 ABBVIE INC COM 00287Y109 3247037 20374 SH SOLE RWA 20199 0 175 LINDE PLC SHS G54950103 3185869 8963 SH SOLE RWA 8743 0 220 ALPHABET INC CAP STK CL C 02079K107 3161912 30403 SH SOLE RWA 29343 0 1060 COMCAST CORP NEW CL A 20030N101 3155111 83226 SH SOLE RWA 81859 0 1367 INVESCO QQQ TR UNIT SER 1 46090E103 3099152 9657 SH SOLE RWA 9507 0 150 PNC FINL SVCS GROUP INC COM 693475105 3082362 24251 SH SOLE RWA 24251 0 0 DANAHER CORPORATION COM 235851102 3014459 11960 SH SOLE RWA 10965 0 995 HOME DEPOT INC COM 437076102 3002292 10173 SH SOLE RWA 10173 0 0 FIFTH THIRD BANCORP COM 316773100 2969185 111456 SH SOLE RWA 107585 0 3871 JOHNSON & JOHNSON COM 478160104 2965941 19135 SH SOLE RWA 18946 0 189 PHILLIPS 66 COM 718546104 2865478 28265 SH SOLE RWA 27867 0 398 ISHARES TR MSCI EAFE ETF 464287465 2862931 40030 SH SOLE RWA 39605 0 425 MERCK & CO INC COM 58933Y105 2813813 26448 SH SOLE RWA 26006 0 442 ISHARES TR MSCI EMG MKT ETF 464287234 2783974 70552 SH SOLE RWA 66441 0 4111 PULTE GROUP INC COM 745867101 2773650 47592 SH SOLE RWA 46392 0 1200 MARSH & MCLENNAN COS INC COM 571748102 2684588 16119 SH SOLE RWA 15977 0 142 CAPITAL ONE FINL CORP COM 14040H105 2457243 25554 SH SOLE RWA 24861 0 693 DEERE & CO COM 244199105 2452960 5941 SH SOLE RWA 5699 0 242 RAYTHEON TECHNOLOGIES CORP COM 75513E101 2415028 24661 SH SOLE RWA 24661 0 0 NIKE INC CL B 654106103 2398801 19560 SH SOLE RWA 19112 0 448 ADVANCED MICRO DEVICES INC COM 007903107 2397717 24464 SH SOLE RWA 23602 0 862 SCHWAB STRATEGIC TR US MID-CAP ETF 808524508 2390826 35237 SH SOLE RWA 34215 0 1022 HUNTSMAN CORP COM 447011107 2389968 87353 SH SOLE RWA 84554 0 2799 AMERICAN ELEC PWR CO INC COM 025537101 2373663 26087 SH SOLE RWA 25339 0 748 HONEYWELL INTL INC COM 438516106 2289986 11982 SH SOLE RWA 11836 0 146 T-MOBILE US INC COM 872590104 2251538 15545 SH SOLE RWA 15270 0 275 PROCTER AND GAMBLE CO COM 742718109 2229520 14994 SH SOLE RWA 14944 0 50 TRUIST FINL CORP COM 89832Q109 2137012 62669 SH SOLE RWA 61374 0 1295 COSTCO WHSL CORP NEW COM 22160K105 2082276 4191 SH SOLE RWA 4115 0 76 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 2062275 6679 SH SOLE RWA 6679 0 0 LOCKHEED MARTIN CORP COM 539830109 1960083 4146 SH SOLE RWA 4017 0 129 WASTE MGMT INC DEL COM 94106L109 1952157 11964 SH SOLE RWA 11714 0 250 ISHARES TR CORE S&P SCP ETF 464287804 1928806 19946 SH SOLE RWA 18302 0 1644 PARKER-HANNIFIN CORP COM 701094104 1886673 5613 SH SOLE RWA 5413 0 200 UNILEVER PLC SPON ADR NEW 904767704 1872359 36055 SH SOLE RWA 35204 0 851 ROYAL BK CDA SUSTAINABL COM 780087102 1692244 17705 SH SOLE RWA 17705 0 0 BLACKROCK INC COM 09247X101 1624398 2428 SH SOLE RWA 2302 0 126 US BANCORP DEL COM NEW 902973304 1622010 44993 SH SOLE RWA 43781 0 1212 ZIMMER BIOMET HOLDINGS INC COM 98956P102 1589299 12301 SH SOLE RWA 12197 0 104 FEDEX CORP COM 31428X106 1581333 6921 SH SOLE RWA 6770 0 151 PFIZER INC COM 717081103 1568715 38449 SH SOLE RWA 37658 0 791 FREEPORT-MCMORAN INC CL B 35671D857 1529609 37390 SH SOLE RWA 36799 0 591 EXXON MOBIL CORP COM 30231G102 1527116 13926 SH SOLE RWA 13651 0 275 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 1517653 4036 SH SOLE RWA 3828 0 208 COLGATE PALMOLIVE CO COM 194162103 1501703 19983 SH SOLE RWA 19983 0 0 NEXTERA ENERGY INC COM 65339F101 1461774 18964 SH SOLE RWA 18731 0 233 ALLEGION PLC ORD SHS G0176J109 1460097 13680 SH SOLE RWA 13391 0 289 CATERPILLAR INC COM 149123101 1414461 6181 SH SOLE RWA 6181 0 0 PPL CORP COM 69351T106 1390373 50031 SH SOLE RWA 49369 0 662 ISHARES TR SELECT DIVID ETF 464287168 1379326 11771 SH SOLE RWA 11771 0 0 KEARNY FINL CORP MD COM 48716P108 1355602 166946 SH SOLE RWA 152837 0 14109 ISHARES TR RUS 1000 ETF 464287622 1346876 5980 SH SOLE RWA 5980 0 0 TETRA TECH INC NEW COM 88162G103 1324100 9013 SH SOLE RWA 8791 0 222 CISCO SYS INC COM 17275R102 1296999 24811 SH SOLE RWA 24811 0 0 SPDR S&P 500 ETF TR TR UNIT 78462F103 1275563 3116 SH SOLE RWA 3116 0 0 S&P GLOBAL INC COM 78409V104 1270924 3686 SH SOLE RWA 3686 0 0 SUMMIT MATLS INC CL A 86614U100 1254791 44043 SH SOLE RWA 42967 0 1076 MCDONALDS CORP COM 580135101 1228338 4393 SH SOLE RWA 4245 0 148 SELECT SECTOR SPDR TR ENERGY 81369Y506 1180801 14256 SH SOLE RWA 13856 0 400 AUTOMATIC DATA PROCESSING IN COM 053015103 1166180 5238 SH SOLE RWA 5238 0 0 AMERICAN TOWER CORP NEW COM 03027X100 1158473 5669 SH SOLE RWA 5570 0 99 SELECT SECTOR SPDR TR RL EST SEL SEC 81369Y860 1073080 28707 SH SOLE RWA 28371 0 336 TOYOTA MOTOR CORP ADS 892331307 1072310 7568 SH SOLE RWA 7468 0 100 GOLDMAN SACHS GROUP INC COM 38141G104 1044415 3193 SH SOLE RWA 3072 0 121 ILLINOIS TOOL WKS INC COM 452308109 1026731 4217 SH SOLE RWA 4167 0 50 ISHARES TR S&P MC 400GR ETF 464287606 1001713 14008 SH SOLE RWA 14008 0 0 NISOURCE INC COM 65473P105 971398 34742 SH SOLE RWA 32752 0 1990 NORFOLK SOUTHN CORP COM 655844108 968204 4567 SH SOLE RWA 4567 0 0 SELECT SECTOR SPDR TR TECHNOLOGY 81369Y803 903686 5984 SH SOLE RWA 5984 0 0 DIGITAL RLTY TR INC COM 253868103 893037 9084 SH SOLE RWA 8925 0 159 MASCO CORP COM 574599106 854779 17192 SH SOLE RWA 17192 0 0 AVERY DENNISON CORP COM 053611109 847592 4737 SH SOLE RWA 4737 0 0 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 843907 20889 SH SOLE RWA 20889 0 0 META PLATFORMS INC CL A 30303M102 842250 3974 SH SOLE RWA 3809 0 165 DOMINION ENERGY INC COM 25746U109 794945 14218 SH SOLE RWA 14218 0 0 UNION PAC CORP COM 907818108 787531 3913 SH SOLE RWA 3913 0 0 KIMBERLY-CLARK CORP COM 494368103 774430 5770 SH SOLE RWA 5770 0 0 TEXAS INSTRS INC COM 882508104 773549 4159 SH SOLE RWA 4129 0 30 PRICE T ROWE GROUP INC COM 74144T108 768092 6803 SH SOLE RWA 6803 0 0 SPDR S&P MIDCAP 400 ETF TR UTSER1 S&PDCRP 78467Y107 736861 1607 SH SOLE RWA 1607 0 0 GLOBAL X FDS RBTCS ARTFL INTE 37954Y715 729569 28611 SH SOLE RWA 28113 0 498 TARGET CORP COM 87612E106 726348 4385 SH SOLE RWA 4085 0 300 PPG INDS INC COM 693506107 709069 5308 SH SOLE RWA 5228 0 80 VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT 921943858 703568 15576 SH SOLE RWA 15576 0 0 INGERSOLL RAND INC COM 45687V106 698335 12003 SH SOLE RWA 11607 0 396 VANGUARD INDEX FDS SMALL CP ETF 922908751 679277 3583 SH SOLE RWA 3453 0 130 ISHARES TR EAFE SML CP ETF 464288273 669964 11258 SH SOLE RWA 11258 0 0 COCA COLA CO COM 191216100 651502 10503 SH SOLE RWA 10003 0 500 VANGUARD WORLD FDS INF TECH ETF 92204A702 609429 1581 SH SOLE RWA 1581 0 0 DISCOVER FINL SVCS COM 254709108 591163 5981 SH SOLE RWA 5981 0 0 CITIGROUP INC COM NEW 172967424 576816 12301 SH SOLE RWA 12176 0 125 TARGA RES CORP COM 87612G101 573533 7862 SH SOLE RWA 7533 0 329 MCKESSON CORP COM 58155Q103 552234 1551 SH SOLE RWA 1361 0 190 LABORATORY CORP AMER HLDGS COM NEW 50540R409 543726 2370 SH SOLE RWA 2370 0 0 FIDELITY COVINGTON TRUST MSCI INFO TECH I 316092808 538568 4726 SH SOLE RWA 4726 0 0 VANGUARD WHITEHALL FDS HIGH DIV YLD 921946406 520604 4935 SH SOLE RWA 4935 0 0 C H ROBINSON WORLDWIDE INC COM NEW 12541W209 518215 5215 SH SOLE RWA 5215 0 0 HERSHEY CO COM 427866108 513962 2020 SH SOLE RWA 2020 0 0 CARRIER GLOBAL CORPORATION COM 14448C104 512151 11195 SH SOLE RWA 11195 0 0 RESMED INC COM 761152107 478713 2186 SH SOLE RWA 2186 0 0 SPDR SER TR S&P DIVID ETF 78464A763 476655 3853 SH SOLE RWA 3674 0 179 WELLS FARGO CO NEW COM 949746101 469199 12552 SH SOLE RWA 12552 0 0 BRISTOL-MYERS SQUIBB CO COM 110122108 465556 6717 SH SOLE RWA 6717 0 0 TOLL BROTHERS INC COM 889478103 460431 7670 SH SOLE RWA 7370 0 300 GENERAL DYNAMICS CORP COM 369550108 457003 2003 SH SOLE RWA 1945 0 58 SELECT SECTOR SPDR TR FINANCIAL 81369Y605 446044 13874 SH SOLE RWA 13874 0 0 NUCOR CORP COM 670346105 432006 2797 SH SOLE RWA 2797 0 0 VANGUARD WORLD FDS HEALTH CAR ETF 92204A504 427559 1793 SH SOLE RWA 1793 0 0 VANGUARD INDEX FDS TOTAL STK MKT 922908769 417772 2047 SH SOLE RWA 493 0 1554 VANGUARD BD INDEX FDS TOTAL BND MRKT 921937835 409314 5544 SH SOLE RWA 4994 0 550 STARBUCKS CORP COM 855244109 402781 3868 SH SOLE RWA 3568 0 300 M & T BK CORP COM 55261F104 401158 3355 SH SOLE RWA 3355 0 0 MCCORMICK & CO INC COM NON VTG 579780206 399159 4797 SH SOLE RWA 4797 0 0 TRAVELERS COMPANIES INC COM 89417E109 398410 2324 SH SOLE RWA 2324 0 0 VANGUARD WORLD FD MEGA CAP INDEX 921910873 395496 2763 SH SOLE RWA 1179 0 1584 ABBOTT LABS COM 002824100 386418 3816 SH SOLE RWA 3816 0 0 EXELON CORP COM 30161N101 363286 8672 SH SOLE RWA 8672 0 0 TORONTO DOMINION BK ONT COM NEW 891160509 361856 6041 SH SOLE RWA 6041 0 0 GLOBE LIFE INC COM 37959E102 361526 3286 SH SOLE RWA 3286 0 0 MOOG INC CL A 615394202 360336 3577 SH SOLE RWA 3577 0 0 GALLAGHER ARTHUR J & CO COM 363576109 356220 1862 SH SOLE RWA 1862 0 0 SELECT SECTOR SPDR TR SBI CONS DISCR 81369Y407 348877 2333 SH SOLE RWA 2333 0 0 QUEST DIAGNOSTICS INC COM 74834L100 339357 2399 SH SOLE RWA 2399 0 0 TESLA INC COM 88160R101 330692 1594 SH SOLE RWA 1594 0 0 VANGUARD INDEX FDS MID CAP ETF 922908629 327435 1552 SH SOLE RWA 1552 0 0 WALMART INC COM 931142103 309978 2102 SH SOLE RWA 2102 0 0 DOLLAR GEN CORP NEW COM 256677105 303340 1441 SH SOLE RWA 1419 0 22 LILLY ELI & CO COM 532457108 301005 876 SH SOLE RWA 837 0 39 STEEL DYNAMICS INC COM 858119100 298592 2641 SH SOLE RWA 2641 0 0 FIDELITY COVINGTON TRUST MSCI HLTH CARE I 316092600 290870 4732 SH SOLE RWA 4732 0 0 SYNOPSYS INC COM 871607107 289688 750 SH SOLE RWA 750 0 0 GENUINE PARTS CO COM 372460105 289279 1729 SH SOLE RWA 1729 0 0 SCHWAB STRATEGIC TR US SML CAP ETF 808524607 276068 6584 SH SOLE RWA 5936 0 648 BROWN & BROWN INC COM 115236101 273262 4759 SH SOLE RWA 4759 0 0 SCHWAB STRATEGIC TR US DIVIDEND EQ 808524797 262988 3595 SH SOLE RWA 3595 0 0 BECTON DICKINSON & CO COM 075887109 262888 1062 SH SOLE RWA 963 0 99 SCHWAB CHARLES CORP COM 808513105 259563 4955 SH SOLE RWA 4850 0 105 VANGUARD INDEX FDS GROWTH ETF 922908736 255945 1026 SH SOLE RWA 1026 0 0 SCHWAB STRATEGIC TR US LRG CAP ETF 808524201 253363 5238 SH SOLE RWA 5238 0 0 VERIZON COMMUNICATIONS INC COM 92343V104 251317 6462 SH SOLE RWA 6337 0 125 DUKE ENERGY CORP NEW COM NEW 26441C204 249904 2590 SH SOLE RWA 2430 0 160 PUBLIC SVC ENTERPRISE GRP IN COM 744573106 249363 3993 SH SOLE RWA 3993 0 0 NETFLIX INC COM 64110L106 247710 717 SH SOLE RWA 710 0 7 FIDELITY COVINGTON TRUST MSCI FINLS IDX 316092501 246652 5469 SH SOLE RWA 5469 0 0 COHEN & STEERS QUALITY INCOM COM 19247L106 227923 19121 SH SOLE RWA 19121 0 0 ISHARES TR S&P 500 GRWT ETF 464287309 225532 3530 SH SOLE RWA 3530 0 0 FACTSET RESH SYS INC COM 303075105 224564 541 SH SOLE RWA 541 0 0 AON PLC SHS CL A G0403H108 222280 705 SH SOLE RWA 705 0 0 FIDELITY COVINGTON TRUST MSCI CONSM DIS 316092204 219607 3354 SH SOLE RWA 3354 0 0 LULULEMON ATHLETICA INC COM 550021109 218879 601 SH SOLE RWA 601 0 0 MEDTRONIC PLC SHS G5960L103 216304 2683 SH SOLE RWA 2683 0 0 BROADRIDGE FINL SOLUTIONS IN COM 11133T103 210915 1439 SH SOLE RWA 1439 0 0 CUMMINS INC COM 231021106 206632 865 SH SOLE RWA 745 0 120 SCHWAB STRATEGIC TR INTL EQTY ETF 808524805 206128 5923 SH SOLE RWA 5450 0 473 WATSCO INC COM 942622200 205850 647 SH SOLE RWA 647 0 0 ADOBE SYSTEMS INCORPORATED COM 00724F101 203090 527 SH SOLE RWA 488 0 39 ARES CAPITAL CORP NOTE 4.625% 3/0 04010LAW3 95566 95000 SH SOLE RWA 95000 0 0 FORD MTR CO DEL COM 345370860 182570 14490 SH SOLE RWA 14490 0 0 KINDER MORGAN INC DEL COM 49456B101 177622 10144 SH SOLE RWA 10144 0 0 GERON CORP COM 374163103 21700 10000 SH SOLE RWA 0 0 10000