Chief Compliance Officer

0001642570-23-000009.txt : 20231113 0001642570-23-000009.hdr.sgml : 20231113 20231113165451 ACCESSION NUMBER: 0001642570-23-000009 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20230930 FILED AS OF DATE: 20231113 DATE AS OF CHANGE: 20231113 EFFECTIVENESS DATE: 20231113 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: 231399750 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 09-30-2023 09-30-2023 River Wealth Advisors LLC

100 CORPORATE CENTER DRIVE SUITE 102 CAMP HILL PA 17011

13F HOLDINGS REPORT 028-16908 N Ralph Manna Chief Compliance Officer 717-888-9830 Ralph Manna Camp HIll PA 11-13-2023 0 200 559014669 false INFORMATION TABLE 2 sept302023-13f.xml ISHARES TR RUSSELL 2000 ETF 464287655 31788921 179863 SH SOLE RWA 175938 0 3925 APPLE INC COM 037833100 30379861 177442 SH SOLE RWA 173366 0 4076 MICROSOFT CORP COM 594918104 22837387 72327 SH SOLE RWA 71082 0 1245 ISHARES TR RUS MID CAP ETF 464287499 21348132 308276 SH SOLE RWA 299938 0 8338 ISHARES TR CORE S&P500 ETF 464287200 19822861 46161 SH SOLE RWA 44630 0 1531 VANGUARD INTL EQUITY INDEX F ALLWRLD EX US 922042775 18000705 347035 SH SOLE RWA 337754 0 9281 ISHARES TR 0-5YR INVT GR CP 46434V100 17032260 354876 SH SOLE RWA 349267 0 5609 SPDR SER TR BBG CONV SEC ETF 78464A359 13827893 203951 SH SOLE RWA 199777 0 4174 ALPHABET INC CAP STK CL A 02079K305 11649289 89021 SH SOLE RWA 86103 0 2918 VISA INC COM CL A 92826C839 11041790 48006 SH SOLE RWA 47266 0 740 ACCENTURE PLC IRELAND SHS CLASS A G1151C101 10901672 35498 SH SOLE RWA 34923 0 575 AMAZON COM INC COM 023135106 9556315 75176 SH SOLE RWA 73254 0 1922 JPMORGAN CHASE & CO COM 46625H100 8331307 57449 SH SOLE RWA 55996 0 1453 NVIDIA CORPORATION COM 67066G104 8009525 18413 SH SOLE RWA 18072 0 341 PEPSICO INC COM 713448108 7793601 45996 SH SOLE RWA 44813 0 1183 ISHARES INC CORE MSCI EMKT 46434G103 7762295 163108 SH SOLE RWA 160569 0 2539 STRYKER CORPORATION COM 863667101 6856617 25091 SH SOLE RWA 24229 0 862 ELEVANCE HEALTH INC COM 036752103 6493406 14913 SH SOLE RWA 14399 0 514 LOWES COS INC COM 548661107 6264464 30141 SH SOLE RWA 29443 0 698 AIR PRODS & CHEMS INC COM 009158106 6100986 21528 SH SOLE RWA 21106 0 422 EATON CORP PLC SHS G29183103 5987720 28074 SH SOLE RWA 26637 0 1437 D R HORTON INC COM 23331A109 5879247 54706 SH SOLE RWA 53383 0 1323 CHEVRON CORP NEW COM 166764100 5567692 33019 SH SOLE RWA 32076 0 943 CENCORA INC COM 03073E105 5549796 30837 SH SOLE RWA 30137 0 700 CARLISLE COS INC COM 142339100 5442969 20994 SH SOLE RWA 20427 0 567 MASTERCARD INCORPORATED CL A 57636Q104 5372378 13570 SH SOLE RWA 13091 0 479 TJX COS INC NEW COM 872540109 5313218 59780 SH SOLE RWA 58553 0 1227 LAM RESEARCH CORP COM 512807108 5091948 8124 SH SOLE RWA 7933 0 191 THERMO FISHER SCIENTIFIC INC COM 883556102 5018808 9915 SH SOLE RWA 9694 0 221 UNITEDHEALTH GROUP INC COM 91324P102 4966389 9850 SH SOLE RWA 9659 0 191 VANGUARD INDEX FDS SML CP GRW ETF 922908595 4946883 23097 SH SOLE RWA 22635 0 462 BANK AMERICA CORP COM 060505104 4892004 178671 SH SOLE RWA 173198 0 5473 CONSTELLATION BRANDS INC CL A 21036P108 4512379 17954 SH SOLE RWA 17558 0 396 DISNEY WALT CO COM 254687106 4499250 55512 SH SOLE RWA 53717 0 1795 AMGEN INC COM 031162100 4358411 16217 SH SOLE RWA 15954 0 263 CHUBB LIMITED COM H1467J104 4068561 19543 SH SOLE RWA 18699 0 844 TE CONNECTIVITY LTD SHS H84989104 3974704 32176 SH SOLE RWA 31711 0 465 CONOCOPHILLIPS COM 20825C104 3973852 33171 SH SOLE RWA 32611 0 560 TRANE TECHNOLOGIES PLC SHS G8994E103 3941810 19426 SH SOLE RWA 18878 0 548 COMCAST CORP NEW CL A 20030N101 3897307 87896 SH SOLE RWA 86353 0 1543 ALPHABET INC CAP STK CL C 02079K107 3751529 28453 SH SOLE RWA 27318 0 1135 CVS HEALTH CORP COM 126650100 3700832 53005 SH SOLE RWA 51828 0 1177 ISHARES TR CORE S&P MCP ETF 464287507 3541232 14202 SH SOLE RWA 13899 0 303 ORACLE CORP COM 68389X105 3518911 33222 SH SOLE RWA 31522 0 1700 MERCK & CO INC COM 58933Y105 3435573 33371 SH SOLE RWA 32547 0 824 ISHARES TR S&P MC 400VL ETF 464287705 3366876 33359 SH SOLE RWA 32219 0 1140 ARROW ELECTRS INC COM 042735100 3256366 26001 SH SOLE RWA 24319 0 1682 ADVANCED MICRO DEVICES INC COM 007903107 3250346 31612 SH SOLE RWA 30649 0 963 PULTE GROUP INC COM 745867101 3173134 42851 SH SOLE RWA 41651 0 1200 PHILLIPS 66 COM 718546104 3136468 26105 SH SOLE RWA 25696 0 409 VANGUARD INDEX FDS EXTEND MKT ETF 922908652 3121402 21778 SH SOLE RWA 21668 0 110 PROLOGIS INC. COM 74340W103 3099246 27620 SH SOLE RWA 27039 0 581 MARSH & MCLENNAN COS INC COM 571748102 2983908 15680 SH SOLE RWA 15516 0 164 LINDE PLC SHS G54950103 2978436 7999 SH SOLE RWA 7779 0 220 T-MOBILE US INC COM 872590104 2928866 20913 SH SOLE RWA 20539 0 374 INVESCO QQQ TR UNIT SER 1 46090E103 2918747 8147 SH SOLE RWA 7997 0 150 HOME DEPOT INC COM 437076102 2854044 9445 SH SOLE RWA 9445 0 0 JOHNSON & JOHNSON COM 478160104 2839519 18231 SH SOLE RWA 18042 0 189 COSTCO WHSL CORP NEW COM 22160K105 2831590 5012 SH SOLE RWA 4906 0 106 ABBVIE INC COM 00287Y109 2742630 18399 SH SOLE RWA 18274 0 125 DANAHER CORPORATION COM 235851102 2702384 10892 SH SOLE RWA 9972 0 920 FIFTH THIRD BANCORP COM 316773100 2677131 105690 SH SOLE RWA 101919 0 3771 ISHARES TR MSCI EMG MKT ETF 464287234 2544664 67053 SH SOLE RWA 63106 0 3947 DEERE & CO COM 244199105 2538623 6727 SH SOLE RWA 6438 0 289 ISHARES TR MSCI EAFE ETF 464287465 2362638 34281 SH SOLE RWA 33848 0 433 SCHWAB STRATEGIC TR US MID-CAP ETF 808524508 2349128 34709 SH SOLE RWA 33759 0 950 CAPITAL ONE FINL CORP COM 14040H105 2254740 23233 SH SOLE RWA 22660 0 573 QUALCOMM INC COM 747525103 2245097 20215 SH SOLE RWA 20035 0 180 FEDEX CORP COM 31428X106 2184667 8247 SH SOLE RWA 8056 0 191 TETRA TECH INC NEW COM 88162G103 2184565 14369 SH SOLE RWA 14071 0 298 WASTE MGMT INC DEL COM 94106L109 2119376 13903 SH SOLE RWA 13584 0 319 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 2091291 5970 SH SOLE RWA 5917 0 53 PROCTER AND GAMBLE CO COM 742718109 2009765 13779 SH SOLE RWA 13719 0 60 BLACKROCK INC COM 09247X101 1999375 3093 SH SOLE RWA 2946 0 147 PARKER-HANNIFIN CORP COM 701094104 1935627 4969 SH SOLE RWA 4809 0 160 EXXON MOBIL CORP COM 30231G102 1932124 16432 SH SOLE RWA 16080 0 352 HONEYWELL INTL INC COM 438516106 1930273 10449 SH SOLE RWA 10302 0 147 AMERICAN ELEC PWR CO INC COM 025537101 1861313 24745 SH SOLE RWA 24004 0 741 LOCKHEED MARTIN CORP COM 539830109 1844536 4510 SH SOLE RWA 4361 0 149 PNC FINL SVCS GROUP INC COM 693475105 1826966 14881 SH SOLE RWA 14881 0 0 TRUIST FINL CORP COM 89832Q109 1756669 61400 SH SOLE RWA 60105 0 1295 ISHARES TR CORE S&P SCP ETF 464287804 1756663 18623 SH SOLE RWA 16980 0 1643 RTX CORPORATION COM 75513E101 1729550 24032 SH SOLE RWA 23942 0 90 FREEPORT-MCMORAN INC CL B 35671D857 1687518 45254 SH SOLE RWA 44498 0 756 CATERPILLAR INC COM 149123101 1649193 6041 SH SOLE RWA 6041 0 0 NEXTERA ENERGY INC COM 65339F101 1482636 25879 SH SOLE RWA 25533 0 346 SUMMIT MATLS INC CL A 86614U100 1448204 46506 SH SOLE RWA 45328 0 1178 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 1436357 3658 SH SOLE RWA 3530 0 128 ISHARES TR RUS 1000 ETF 464287622 1434361 6106 SH SOLE RWA 6106 0 0 SPDR S&P 500 ETF TR TR UNIT 78462F103 1409422 3297 SH SOLE RWA 3297 0 0 UNILEVER PLC SPON ADR NEW 904767704 1361535 27561 SH SOLE RWA 26739 0 822 COLGATE PALMOLIVE CO COM 194162103 1354769 19052 SH SOLE RWA 19052 0 0 TARGA RES CORP COM 87612G101 1351341 15765 SH SOLE RWA 15290 0 475 CISCO SYS INC COM 17275R102 1328874 24719 SH SOLE RWA 24559 0 160 GOLDMAN SACHS GROUP INC COM 38141G104 1324768 4094 SH SOLE RWA 3932 0 162 US BANCORP DEL COM NEW 902973304 1251671 37861 SH SOLE RWA 36794 0 1067 SELECT SECTOR SPDR TR ENERGY 81369Y506 1213584 13426 SH SOLE RWA 13026 0 400 NISOURCE INC COM 65473P105 1209527 49008 SH SOLE RWA 46940 0 2068 S&P GLOBAL INC COM 78409V104 1202947 3292 SH SOLE RWA 3292 0 0 META PLATFORMS INC CL A 30303M102 1159712 3863 SH SOLE RWA 3698 0 165 ALLEGION PLC ORD SHS G0176J109 1158752 11120 SH SOLE RWA 10860 0 260 KEARNY FINL CORP MD COM 48716P108 1156936 166946 SH SOLE RWA 45343 0 121603 HUNTSMAN CORP COM 447011107 1153311 47267 SH SOLE RWA 44965 0 2302 MCDONALDS CORP COM 580135101 1145448 4348 SH SOLE RWA 4200 0 148 ROYAL BK CDA COM 780087102 1117659 12782 SH SOLE RWA 12782 0 0 TOYOTA MOTOR CORP ADS 892331307 1106002 6153 SH SOLE RWA 6053 0 100 AUTOMATIC DATA PROCESSING IN COM 053015103 1097916 4564 SH SOLE RWA 4564 0 0 ISHARES TR SELECT DIVID ETF 464287168 1084258 10073 SH SOLE RWA 10073 0 0 NIKE INC CL B 654106103 1079849 11293 SH SOLE RWA 11232 0 61 ZIMMER BIOMET HOLDINGS INC COM 98956P102 1070270 9537 SH SOLE RWA 9433 0 104 ISHARES TR S&P MC 400GR ETF 464287606 1019885 14118 SH SOLE RWA 14118 0 0 PFIZER INC COM 717081103 941431 28382 SH SOLE RWA 27796 0 586 DIGITAL RLTY TR INC COM 253868103 890945 7362 SH SOLE RWA 7326 0 36 NORFOLK SOUTHN CORP COM 655844108 885792 4498 SH SOLE RWA 4498 0 0 SELECT SECTOR SPDR TR TECHNOLOGY 81369Y803 860729 5251 SH SOLE RWA 5251 0 0 AVERY DENNISON CORP COM 053611109 833341 4562 SH SOLE RWA 4562 0 0 ILLINOIS TOOL WKS INC COM 452308109 806346 3501 SH SOLE RWA 3501 0 0 SELECT SECTOR SPDR TR RL EST SEL SEC 81369Y860 794794 23328 SH SOLE RWA 22975 0 353 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 785799 20041 SH SOLE RWA 20041 0 0 PPL CORP COM 69351T106 767566 32579 SH SOLE RWA 32366 0 213 UNION PAC CORP COM 907818108 758115 3723 SH SOLE RWA 3723 0 0 VANGUARD INDEX FDS SMALL CP ETF 922908751 748742 3960 SH SOLE RWA 3830 0 130 PRICE T ROWE GROUP INC COM 74144T108 712490 6794 SH SOLE RWA 6794 0 0 INGERSOLL RAND INC COM 45687V106 708567 11120 SH SOLE RWA 10724 0 396 MASCO CORP COM 574599106 703254 13157 SH SOLE RWA 13157 0 0 AMERICAN TOWER CORP NEW COM 03027X100 699526 4254 SH SOLE RWA 4222 0 32 KIMBERLY-CLARK CORP COM 494368103 690286 5712 SH SOLE RWA 5712 0 0 MCKESSON CORP COM 58155Q103 684454 1574 SH SOLE RWA 1365 0 209 PPG INDS INC COM 693506107 659601 5082 SH SOLE RWA 5002 0 80 ISHARES TR EAFE SML CP ETF 464288273 626196 11089 SH SOLE RWA 11089 0 0 SPDR S&P MIDCAP 400 ETF TR UTSER1 S&PDCRP 78467Y107 619661 1357 SH SOLE RWA 1357 0 0 GLOBAL X FDS RBTCS ARTFL INTE 37954Y715 581620 23528 SH SOLE RWA 23172 0 356 TEXAS INSTRS INC COM 882508104 575562 3620 SH SOLE RWA 3620 0 0 COCA COLA CO COM 191216100 536457 9583 SH SOLE RWA 9083 0 500 VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT 921943858 520749 11911 SH SOLE RWA 11911 0 0 DOMINION ENERGY INC COM 25746U109 519971 11640 SH SOLE RWA 11558 0 82 CARRIER GLOBAL CORPORATION COM 14448C104 516522 9357 SH SOLE RWA 9357 0 0 WELLS FARGO CO NEW COM 949746101 513822 12575 SH SOLE RWA 12575 0 0 TOLL BROTHERS INC COM 889478103 503446 6807 SH SOLE RWA 6507 0 300 FIDELITY COVINGTON TRUST MSCI INFO TECH I 316092808 479310 3899 SH SOLE RWA 3899 0 0 ELI LILLY & CO COM 532457108 474319 883 SH SOLE RWA 844 0 39 VANGUARD WHITEHALL FDS HIGH DIV YLD 921946406 470836 4557 SH SOLE RWA 4557 0 0 VANGUARD WORLD FDS INF TECH ETF 92204A702 465933 1123 SH SOLE RWA 1123 0 0 M & T BK CORP COM 55261F104 453450 3586 SH SOLE RWA 3586 0 0 VANGUARD INDEX FDS TOTAL STK MKT 922908769 451710 2127 SH SOLE RWA 253 0 1874 DISCOVER FINL SVCS COM 254709108 434103 5011 SH SOLE RWA 5011 0 0 SELECT SECTOR SPDR TR FINANCIAL 81369Y605 432372 13035 SH SOLE RWA 13035 0 0 GENERAL DYNAMICS CORP COM 369550108 430130 1947 SH SOLE RWA 1889 0 58 C H ROBINSON WORLDWIDE INC COM NEW 12541W209 416267 4833 SH SOLE RWA 4833 0 0 HERSHEY CO COM 427866108 406242 2030 SH SOLE RWA 2030 0 0 TRAVELERS COMPANIES INC COM 89417E109 384628 2355 SH SOLE RWA 2355 0 0 BRISTOL-MYERS SQUIBB CO COM 110122108 371689 6404 SH SOLE RWA 6404 0 0 GALLAGHER ARTHUR J & CO COM 363576109 370159 1624 SH SOLE RWA 1624 0 0 TARGET CORP COM 87612E106 368203 3330 SH SOLE RWA 3180 0 150 VANGUARD WORLD FDS HEALTH CAR ETF 92204A504 366992 1561 SH SOLE RWA 1561 0 0 MCCORMICK & CO INC COM NON VTG 579780206 362165 4788 SH SOLE RWA 4788 0 0 ABBOTT LABS COM 002824100 360776 3725 SH SOLE RWA 3725 0 0 GLOBE LIFE INC COM 37959E102 357287 3286 SH SOLE RWA 3286 0 0 SPDR SER TR S&P DIVID ETF 78464A763 354116 3079 SH SOLE RWA 2900 0 179 ISHARES TR CORE MSCI EAFE 46432F842 353910 5500 SH SOLE RWA 5398 0 102 VANGUARD WORLD FD MEGA CAP INDEX 921910873 351276 2313 SH SOLE RWA 729 0 1584 NUCOR CORP COM 670346105 349361 2234 SH SOLE RWA 2234 0 0 TORONTO DOMINION BK ONT COM NEW 891160509 348484 5783 SH SOLE RWA 5783 0 0 SYNOPSYS INC COM 871607107 344228 750 SH SOLE RWA 750 0 0 WALMART INC COM 931142103 340053 2126 SH SOLE RWA 2126 0 0 LABORATORY CORP AMER HLDGS COM NEW 50540R409 335553 1669 SH SOLE RWA 1669 0 0 BROWN & BROWN INC COM 115236101 332369 4759 SH SOLE RWA 4759 0 0 MOOG INC CL A 615394202 329799 2920 SH SOLE RWA 2920 0 0 VANGUARD INDEX FDS MID CAP ETF 922908629 329675 1583 SH SOLE RWA 1583 0 0 STARBUCKS CORP COM 855244109 328879 3603 SH SOLE RWA 3453 0 150 RESMED INC COM 761152107 310084 2097 SH SOLE RWA 2097 0 0 SCHWAB STRATEGIC TR US SML CAP ETF 808524607 302532 7304 SH SOLE RWA 6656 0 648 EXELON CORP COM 30161N101 295324 7815 SH SOLE RWA 7731 0 84 TESLA INC COM 88160R101 295010 1179 SH SOLE RWA 1179 0 0 SELECT SECTOR SPDR TR SBI CONS DISCR 81369Y407 284291 1766 SH SOLE RWA 1766 0 0 SCHWAB CHARLES CORP COM 808513105 278999 5082 SH SOLE RWA 4978 0 104 ISHARES TR RUS 1000 GRW ETF 464287614 272108 1023 SH SOLE RWA 1023 0 0 CITIGROUP INC COM NEW 172967424 264272 6425 SH SOLE RWA 6425 0 0 BECTON DICKINSON & CO COM 075887109 261633 1012 SH SOLE RWA 913 0 99 BROADRIDGE FINL SOLUTIONS IN COM 11133T103 249238 1392 SH SOLE RWA 1392 0 0 STEEL DYNAMICS INC COM 858119100 243283 2269 SH SOLE RWA 2269 0 0 SCHWAB STRATEGIC TR US DIVIDEND EQ 808524797 242827 3432 SH SOLE RWA 3432 0 0 GENUINE PARTS CO COM 372460105 240826 1668 SH SOLE RWA 1668 0 0 QUEST DIAGNOSTICS INC COM 74834L100 239896 1969 SH SOLE RWA 1969 0 0 ADOBE INC COM 00724F101 238634 468 SH SOLE RWA 438 0 30 SCHWAB STRATEGIC TR US LRG CAP ETF 808524201 234127 4627 SH SOLE RWA 4627 0 0 VANGUARD BD INDEX FDS TOTAL BND MRKT 921937835 232856 3337 SH SOLE RWA 2787 0 550 FACTSET RESH SYS INC COM 303075105 230437 527 SH SOLE RWA 527 0 0 FIDELITY COVINGTON TRUST MSCI FINLS IDX 316092501 229076 4920 SH SOLE RWA 4920 0 0 AON PLC SHS CL A G0403H108 228576 705 SH SOLE RWA 705 0 0 FIDELITY COVINGTON TRUST MSCI HLTH CARE I 316092600 228084 3765 SH SOLE RWA 3765 0 0 PUBLIC SVC ENTERPRISE GRP IN COM 744573106 227242 3993 SH SOLE RWA 3993 0 0 LULULEMON ATHLETICA INC COM 550021109 226739 588 SH SOLE RWA 588 0 0 WATSCO INC COM 942622200 224366 594 SH SOLE RWA 594 0 0 NETFLIX INC COM 64110L106 208436 552 SH SOLE RWA 545 0 7 RPM INTL INC COM 749685103 201377 2124 SH SOLE RWA 2124 0 0 ARES CAPITAL CORP NOTE 4.625% 3/0 04010LAW3 72042 70000 SH SOLE RWA 70000 0 0 OPKO HEALTH INC COM 68375N103 37600 23500 SH SOLE RWA 23500 0 0 FORD MTR CO DEL COM 345370860 175358 14119 SH SOLE RWA 14119 0 0 GERON CORP COM 374163103 21200 10000 SH SOLE RWA 0 0 10000