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Stock Style
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Stock Style shows hedge fund manager's main investment focus in Value or Growth. It is determined based on analysis of portfolio holdings that are part of about 3000 US Stocks.
Style
Market Cap
Large
Value
Mid
Blend
Small
Growth
58
6
3
2
4
0
31
2
3
RIVER WEALTH ADVISORS LLC

Time Period2019-06-30

Total Holdings160

Total Value ($x1000)256,308
Activities
New10

Increased82

Unchanged8

Decreased60

Sold Out3

Top 10 Stock Holdingstotal 25.17%
BND4.89

AAPL2.81

EFA2.47

CWB2.36

SYK2.34

 
V2.33

MSFT2.14

MA1.96

IJJ1.96

DIS1.91

-- hover over a symbol below for details --
SEC 13F
Filing
Detail
Sort:
BND
4.89%
TOTAL BND MRKT
AAPL
2.81%
COM
EFA
2.47%
MSCI EAFE ETF
CWB
2.36%
BRC CNV SECS ETF
SYK
2.34%
COM
V
2.33%
COM CL A
MSFT
2.14%
COM
MA
1.96%
CL A
IJJ
1.96%
S&P MC 400VL ETF
DIS
1.91%
COM DISNEY
ANTM
1.89%
COM
JPM
1.88%
COM
AMZN
1.88%
COM
APD
1.68%
COM
IJH
1.68%
CORE S&P MCP ETF
CVX
1.56%
COM
PEP
1.48%
COM
TEL
1.35%
REG SHS
PNC
1.32%
COM
BBT
1.25%
COM
VCSH
1.21%
SHRT TRM CORP BD
GOOGL
1.21%
CAP STK CL A
ALLE
1.21%
ORD SHS
BAC
1.19%
COM
ARW
1.11%
COM
IR
1.11%
SHS
SCHM
1.08%
US MID-CAP ETF
HUN
1.08%
COM
ORCL
1.08%
COM
AMGN
1.04%
COM
ACN
1.01%
SHS CLASS A
UL
1.01%
SPON ADR NEW
STI
0.98%
COM
IVV
0.96%
CORE S&P500 ETF
VXF
0.96%
EXTEND MKT ETF
COP
0.95%
COM
USB
0.94%
COM NEW
DHR
0.93%
COM
FITB
0.89%
COM
STZ
0.88%
CL A
LOW
0.87%
COM
CB
0.87%
COM
LIN
0.86%
COM
ABC
0.84%
COM
PHM
0.81%
COM
FB
0.78%
CL A
D
0.76%
COM
QQQ
0.76%
UNIT SER 1
HD
0.76%
COM
PSX
0.75%
COM
JNJ
0.75%
COM
RY
0.73%
COM
GOOG
0.68%
CAP STK CL C
ZMH
0.67%
COM
ABT
0.67%
COM
COF
0.67%
COM
HON
0.65%
COM
ETN
0.64%
SHS
CSL
0.64%
COM
TMO
0.6%
COM
VZ
0.59%
COM
T
0.59%
COM
PPL
0.53%
COM
AEP
0.52%
COM
SPGI
0.51%
COM
DVY
0.5%
SELECT DIVID ETF
NSC
0.46%
COM
UTX
0.46%
COM
TM
0.45%
SP ADR REP2COM
BDN
0.45%
SH BEN INT NEW
CVS
0.44%
COM
ADP
0.44%
COM
TROW
0.44%
COM
PH
0.43%
COM
MDY
0.4%
UTSER1 S&PDCRP
IJR
0.39%
CORE S&P SCP ETF
ABBV
0.38%
COM
RTN
0.37%
COM NEW
DHI
0.37%
COM
XOM
0.35%
COM
CL
0.34%
COM
HYS
0.34%
0-5 HIGH YIELD
EEM
0.32%
MSCI EMG MKT ETF
BRK.B
0.31%
CL B NEW
SPY
0.31%
TR UNIT
ITW
0.31%
COM
PG
0.31%
COM
PPG
0.3%
COM
WBT
0.28%
COM
MAS
0.28%
COM
NEE
0.27%
COM
CAT
0.27%
COM
DE
0.27%
COM
MTB
0.27%
COM
NUE
0.25%
COM
NKE
0.25%
CL B
MOG/A
0.25%
CL A
IBM
0.25%
COM
PFE
0.25%
COM
FDX
0.23%
COM
BA
0.22%
COM
IEMG
0.21%
CORE MSCI EMKT
MRK
0.21%
COM
ALGN
0.2%
COM
KMB
0.2%
COM
TGT
0.2%
COM
SCHW
0.2%
COM
VOO
0.2%
SHS
XLK
0.2%
TECHNOLOGY
HT
0.19%
PR SHS BEN INT
BOTZ
0.19%
RBTCS ARTFL IN
TOL
0.18%
COM
SCHE
0.18%
EMRG MKTEQ ETF
KO
0.18%
COM
IWM
0.17%
RUSSELL 2000 ETF
DXC
0.17%
COM
CMI
0.16%
COM
SCHF
0.16%
INTL EQTY ETF
VBK
0.16%
SML CP GRW ETF
DVN
0.16%
COM
INTC
0.16%
COM
AGG
0.15%
CORE TOTUSBD ETF
NVDA
0.15%
COM
DUK
0.15%
COM NEW
MYL
0.15%
SHS EURO
UNH
0.15%
COM
TRV
0.15%
COM
WFC
0.15%
COM
DGX
0.15%
COM
SDY
0.14%
S&P DIVID ETF
XLY
0.14%
SBI CONS DISCR
SCHB
0.14%
US BRD MKT ETF
MMM
0.14%
COM
IEFA
0.13%
CORE MSCI EAFE
VYM
0.13%
HIGH DIV YLD
AAL
0.13%
COM
CELG
0.13%
COM
VHT
0.12%
HEALTH CAR ETF
LMT
0.12%
COM
SCHD
0.12%
US DIVIDEND EQ
MRO
0.12%
COM
SCHZ
0.12%
US AGGREGATE B
FNDC
0.11%
SCHWB FDT INT SC
LH
0.11%
COM NEW
XLF
0.11%
SBI INT-FINL
BDX
0.11%
COM
SCHX
0.1%
US LRG CAP ETF
NFLX
0.1%
COM
AGN
0.1%
SHS
HPE
0.1%
COM
VB
0.1%
SMALL CP ETF
ECOL
0.1%
COM
SBUX
0.09%
COM
TXN
0.09%
COM
F
0.09%
COM PAR $0.01
CMCSA
0.09%
CL A
GLW
0.09%
COM
UN
0.08%
N Y SHS NEW
VGT
0.08%
INF TECH ETF
SCHA
0.08%
US SML CAP ETF
HAL
0.14%
COM
PM
0.08%
COM
MO
0.08%
COM