Chief Compliance Officer

0001642570-23-000003.txt : 20230210 0001642570-23-000003.hdr.sgml : 20230210 20230210150950 ACCESSION NUMBER: 0001642570-23-000003 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20221231 FILED AS OF DATE: 20230210 DATE AS OF CHANGE: 20230210 EFFECTIVENESS DATE: 20230210 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: 23611304 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 12-31-2022 12-31-2022 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 02-10-2023 0 207 519128301 false INFORMATION TABLE 2 dec312022-13f.xml ISHARES TR RUSSELL 2000 ETF 464287655 26804750 153732 SH SOLE RWA 151134 0 2598 APPLE INC COM 037833100 24485048 188448 SH SOLE RWA 185034 0 3414 ISHARES TR RUS MID CAP ETF 464287499 18530223 274725 SH SOLE RWA 268811 0 5914 ISHARES TR CORE S&P500 ETF 464287200 18218060 47417 SH SOLE RWA 45924 0 1493 VANGUARD INTL EQUITY INDEX F ALLWRLD EX US 922042775 17124146 341527 SH SOLE RWA 333907 0 7620 ISHARES TR 0-5YR INVT GR CP 46434V100 16841410 351889 SH SOLE RWA 346881 0 5008 MICROSOFT CORP COM 594918104 16835578 70201 SH SOLE RWA 69088 0 1113 SPDR SER TR BBG CONV SEC ETF 78464A359 12746261 198108 SH SOLE RWA 194815 0 3293 VISA INC COM CL A 92826C839 10617443 51104 SH SOLE RWA 50463 0 641 ACCENTURE PLC IRELAND SHS CLASS A G1151C101 8876074 33264 SH SOLE RWA 32889 0 375 ELEVANCE HEALTH INC COM 036752103 8603643 16772 SH SOLE RWA 16255 0 517 ALPHABET INC CAP STK CL A 02079K305 8262563 93648 SH SOLE RWA 90596 0 3052 PEPSICO INC COM 713448108 7308128 40452 SH SOLE RWA 39565 0 887 JPMORGAN CHASE & CO COM 46625H100 7162267 53410 SH SOLE RWA 52122 0 1288 AIR PRODS & CHEMS INC COM 009158106 7077008 22958 SH SOLE RWA 22590 0 368 STRYKER CORPORATION COM 863667101 6994592 28609 SH SOLE RWA 27646 0 963 ISHARES INC CORE MSCI EMKT 46434G103 6395899 136957 SH SOLE RWA 135858 0 1099 AMAZON COM INC COM 023135106 6102226 72646 SH SOLE RWA 71027 0 1619 LOWES COS INC COM 548661107 5784602 29033 SH SOLE RWA 28552 0 481 CHEVRON CORP NEW COM 166764100 5739670 31978 SH SOLE RWA 31251 0 727 MASTERCARD INCORPORATED CL A 57636Q104 5643037 16228 SH SOLE RWA 15721 0 507 BANK AMERICA CORP COM 060505104 5178289 156349 SH SOLE RWA 151812 0 4537 THERMO FISHER SCIENTIFIC INC COM 883556102 5057845 9185 SH SOLE RWA 9043 0 142 VANGUARD INDEX FDS SML CP GRW ETF 922908595 5038449 25124 SH SOLE RWA 24627 0 497 CARLISLE COS INC COM 142339100 4931315 20926 SH SOLE RWA 20462 0 464 DISNEY WALT CO COM 254687106 4814631 55417 SH SOLE RWA 53946 0 1471 AMGEN INC COM 031162100 4779829 18199 SH SOLE RWA 17928 0 271 EATON CORP PLC SHS G29183103 4612692 29390 SH SOLE RWA 28054 0 1336 D R HORTON INC COM 23331A109 4552152 51067 SH SOLE RWA 50197 0 870 CONOCOPHILLIPS COM 20825C104 4415615 37420 SH SOLE RWA 37029 0 391 AMERISOURCEBERGEN CORP COM 03073E105 4337682 26176 SH SOLE RWA 25825 0 351 UNITEDHEALTH GROUP INC COM 91324P102 4205780 7933 SH SOLE RWA 7851 0 82 CVS HEALTH CORP COM 126650100 4090870 43898 SH SOLE RWA 43209 0 689 TE CONNECTIVITY LTD SHS H84989104 4037539 35170 SH SOLE RWA 34705 0 465 TRANE TECHNOLOGIES PLC SHS G8994E103 3994746 23766 SH SOLE RWA 23128 0 638 CONSTELLATION BRANDS INC CL A 21036P108 3913776 16888 SH SOLE RWA 16587 0 301 PNC FINL SVCS GROUP INC COM 693475105 3856783 24419 SH SOLE RWA 24419 0 0 TJX COS INC NEW COM 872540109 3718001 46709 SH SOLE RWA 46252 0 457 PROLOGIS INC. 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SH SOLE RWA 28249 0 472 ALPHABET INC CAP STK CL C 02079K107 2868818 32332 SH SOLE RWA 31272 0 1060 ISHARES TR MSCI EAFE ETF 464287465 2810362 42815 SH SOLE RWA 42337 0 478 ISHARES TR MSCI EMG MKT ETF 464287234 2808458 74102 SH SOLE RWA 69991 0 4111 MARSH & MCLENNAN COS INC COM 571748102 2767437 16724 SH SOLE RWA 16582 0 142 COMCAST CORP NEW CL A 20030N101 2711305 77532 SH SOLE RWA 76729 0 803 HONEYWELL INTL INC COM 438516106 2705072 12623 SH SOLE RWA 12477 0 146 INVESCO QQQ TR UNIT SER 1 46090E103 2602031 9772 SH SOLE RWA 9622 0 150 HUNTSMAN CORP COM 447011107 2569955 93521 SH SOLE RWA 90672 0 2849 MERCK & CO INC COM 58933Y105 2523758 22747 SH SOLE RWA 22620 0 127 AMERICAN ELEC PWR CO INC COM 025537101 2508874 26423 SH SOLE RWA 25675 0 748 RAYTHEON TECHNOLOGIES CORP COM 75513E101 2504673 24818 SH SOLE RWA 24818 0 0 CAPITAL ONE FINL CORP COM 14040H105 2434042 26184 SH SOLE RWA 25491 0 693 NIKE INC CL B 654106103 2402283 20531 SH SOLE RWA 20245 0 286 SCHWAB STRATEGIC TR US MID-CAP ETF 808524508 2341014 35681 SH SOLE RWA 34659 0 1022 TRUIST FINL CORP COM 89832Q109 2327433 54089 SH SOLE RWA 52794 0 1295 US BANCORP DEL COM NEW 902973304 2260486 51834 SH SOLE RWA 50622 0 1212 PROCTER AND GAMBLE CO COM 742718109 2241735 14791 SH SOLE RWA 14741 0 50 PULTE GROUP INC COM 745867101 2221892 48801 SH SOLE RWA 47601 0 1200 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 2035342 6589 SH SOLE RWA 6589 0 0 LAM RESEARCH CORP COM 512807108 2019962 4806 SH SOLE RWA 4755 0 51 PPL CORP COM 69351T106 1990269 68113 SH SOLE RWA 67300 0 813 ISHARES TR CORE S&P SCP ETF 464287804 1871139 19771 SH SOLE RWA 18130 0 1641 ROYAL BK CDA SUSTAINABL COM 780087102 1848715 19663 SH SOLE RWA 19663 0 0 UNILEVER PLC SPON ADR NEW 904767704 1830329 36352 SH SOLE RWA 35517 0 835 ALLEGION PLC ORD SHS G0176J109 1793803 17042 SH SOLE RWA 16742 0 300 DEERE & CO COM 244199105 1762897 4112 SH SOLE RWA 3908 0 204 COSTCO WHSL CORP NEW COM 22160K105 1723023 3774 SH SOLE RWA 3736 0 38 KEARNY FINL CORP MD COM 48716P108 1694502 166946 SH SOLE RWA 152837 0 14109 PARKER-HANNIFIN CORP COM 701094104 1643935 5649 SH SOLE RWA 5449 0 200 COLGATE PALMOLIVE CO COM 194162103 1638732 20799 SH SOLE RWA 20799 0 0 LOCKHEED MARTIN CORP COM 539830109 1628229 3347 SH SOLE RWA 3276 0 71 ZIMMER BIOMET HOLDINGS INC COM 98956P102 1590036 12471 SH SOLE RWA 12355 0 116 PFIZER INC COM 717081103 1582966 30893 SH SOLE RWA 30713 0 180 CATERPILLAR INC COM 149123101 1508749 6298 SH SOLE RWA 6298 0 0 ISHARES TR SELECT DIVID ETF 464287168 1454195 12058 SH SOLE RWA 12058 0 0 VERIZON COMMUNICATIONS INC COM 92343V104 1403198 35614 SH SOLE RWA 35214 0 400 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 1392337 3963 SH SOLE RWA 3756 0 207 NVIDIA CORPORATION COM 67066G104 1345644 9208 SH SOLE RWA 9068 0 140 WASTE MGMT INC DEL COM 94106L109 1328909 8471 SH SOLE RWA 8310 0 161 FREEPORT-MCMORAN INC CL B 35671D857 1307094 34397 SH SOLE RWA 34160 0 237 ISHARES TR S&P MC 400GR ETF 464287606 1303779 19089 SH SOLE RWA 19089 0 0 SPDR S&P 500 ETF TR TR UNIT 78462F103 1268420 3317 SH SOLE RWA 3317 0 0 BLACKROCK INC COM 09247X101 1259283 1777 SH SOLE RWA 1695 0 82 ISHARES TR RUS 1000 ETF 464287622 1258910 5980 SH SOLE RWA 5980 0 0 MCDONALDS CORP COM 580135101 1248352 4737 SH SOLE RWA 4577 0 160 SELECT SECTOR SPDR TR ENERGY 81369Y506 1246698 14253 SH SOLE RWA 13853 0 400 AUTOMATIC DATA PROCESSING IN COM 053015103 1244355 5210 SH SOLE RWA 5210 0 0 S&P GLOBAL INC COM 78409V104 1237889 3696 SH SOLE RWA 3696 0 0 ADVANCED MICRO DEVICES INC COM 007903107 1226290 18933 SH SOLE RWA 18575 0 358 EXXON MOBIL CORP COM 30231G102 1216693 11031 SH SOLE RWA 11031 0 0 SUMMIT MATLS INC CL A 86614U100 1207376 42528 SH SOLE RWA 41989 0 539 NORFOLK SOUTHN CORP COM 655844108 1182570 4799 SH SOLE RWA 4799 0 0 NEXTERA ENERGY INC COM 65339F101 1163774 13921 SH SOLE RWA 13921 0 0 CISCO SYS INC COM 17275R102 1155607 24257 SH SOLE RWA 24257 0 0 MASCO CORP COM 574599106 1148797 24615 SH SOLE RWA 24456 0 159 AMERICAN TOWER CORP NEW COM 03027X100 1134745 5356 SH SOLE RWA 5297 0 59 TOYOTA MOTOR CORP ADS 892331307 1069831 7833 SH SOLE RWA 7733 0 100 SELECT SECTOR SPDR TR RL EST SEL SEC 81369Y860 1037472 28093 SH SOLE RWA 27762 0 331 UNION PAC CORP COM 907818108 971987 4694 SH SOLE RWA 4694 0 0 DOMINION ENERGY INC COM 25746U109 968514 15794 SH SOLE RWA 15794 0 0 ILLINOIS TOOL WKS INC COM 452308109 924608 4197 SH SOLE RWA 4147 0 50 AVERY DENNISON CORP COM 053611109 875497 4837 SH SOLE RWA 4837 0 0 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 855173 21939 SH SOLE RWA 21939 0 0 DIGITAL RLTY TR INC COM 253868103 846465 8442 SH SOLE RWA 8360 0 82 FEDEX CORP COM 31428X106 842345 4863 SH SOLE RWA 4791 0 72 SELECT SECTOR SPDR TR TECHNOLOGY 81369Y803 794573 6385 SH SOLE RWA 6385 0 0 KIMBERLY-CLARK CORP COM 494368103 783122 5769 SH SOLE RWA 5769 0 0 PRICE T ROWE GROUP INC COM 74144T108 744703 6828 SH SOLE RWA 6828 0 0 SPDR S&P MIDCAP 400 ETF TR UTSER1 S&PDCRP 78467Y107 720608 1627 SH SOLE RWA 1627 0 0 TEXAS INSTRS INC COM 882508104 709329 4293 SH SOLE RWA 4263 0 30 ISHARES TR EAFE SML CP ETF 464288273 704701 12477 SH SOLE RWA 12477 0 0 COCA COLA CO COM 191216100 702382 11042 SH SOLE RWA 10542 0 500 GOLDMAN SACHS GROUP INC COM 38141G104 687862 2003 SH SOLE RWA 1977 0 26 INGERSOLL RAND INC COM 45687V106 677630 12969 SH SOLE RWA 12573 0 396 TARGET CORP COM 87612E106 675748 4534 SH SOLE RWA 4234 0 300 VANGUARD WORLD FD MEGA CAP INDEX 921910873 674768 5096 SH SOLE RWA 3512 0 1584 VANGUARD INDEX FDS SMALL CP ETF 922908751 668835 3644 SH SOLE RWA 3514 0 130 NISOURCE INC COM 65473P105 663072 24182 SH SOLE RWA 22828 0 1354 PPG INDS INC COM 693506107 638628 5079 SH SOLE RWA 4999 0 80 GLOBAL X FDS RBTCS ARTFL INTE 37954Y715 612031 29783 SH SOLE RWA 29285 0 498 CARRIER GLOBAL CORPORATION COM 14448C104 611823 14832 SH SOLE RWA 14832 0 0 DISCOVER FINL SVCS COM 254709108 599796 6131 SH SOLE RWA 6131 0 0 MCKESSON CORP COM 58155Q103 599067 1597 SH SOLE RWA 1407 0 190 VANGUARD WHITEHALL FDS HIGH DIV YLD 921946406 586725 5422 SH SOLE RWA 5422 0 0 SELECT SECTOR SPDR TR FINANCIAL 81369Y605 586430 17147 SH SOLE RWA 17147 0 0 CITIGROUP INC COM NEW 172967424 566223 12519 SH SOLE RWA 12394 0 125 VANGUARD WORLD FDS INF TECH ETF 92204A702 533734 1671 SH SOLE RWA 1671 0 0 META PLATFORMS INC CL A 30303M102 528172 4389 SH SOLE RWA 4224 0 165 BRISTOL-MYERS SQUIBB CO COM 110122108 525883 7309 SH SOLE RWA 7309 0 0 SPDR SER TR S&P DIVID ETF 78464A763 517863 4139 SH SOLE RWA 3960 0 179 TORO CO COM 891092108 514720 4547 SH SOLE RWA 4547 0 0 M & T BK CORP COM 55261F104 509451 3512 SH SOLE RWA 3512 0 0 VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT 921943858 497261 11848 SH SOLE RWA 11848 0 0 C H ROBINSON WORLDWIDE INC COM NEW 12541W209 492043 5374 SH SOLE RWA 5374 0 0 GENERAL DYNAMICS CORP COM 369550108 481333 1940 SH SOLE RWA 1940 0 0 HERSHEY CO COM 427866108 467801 2020 SH SOLE RWA 2020 0 0 OTIS WORLDWIDE CORP COM 68902V107 456689 5832 SH SOLE RWA 5832 0 0 LABORATORY CORP AMER HLDGS COM NEW 50540R409 456360 1938 SH SOLE RWA 1938 0 0 RESMED INC COM 761152107 456013 2191 SH SOLE RWA 2191 0 0 VANGUARD WORLD FDS HEALTH CAR ETF 92204A504 454180 1831 SH SOLE RWA 1831 0 0 CUMMINS INC COM 231021106 448780 1852 SH SOLE RWA 1732 0 120 FIDELITY COVINGTON TRUST MSCI INFO TECH I 316092808 448530 4746 SH SOLE RWA 4746 0 0 VANGUARD INDEX FDS TOTAL STK MKT 922908769 443502 2320 SH SOLE RWA 784 0 1536 VANGUARD BD INDEX FDS TOTAL BND MRKT 921937835 441313 6143 SH SOLE RWA 5593 0 550 TORONTO DOMINION BK ONT COM NEW 891160509 429424 6631 SH SOLE RWA 6631 0 0 MCCORMICK & CO INC COM NON VTG 579780206 423402 5108 SH SOLE RWA 5108 0 0 ABBOTT LABS COM 002824100 413260 3764 SH SOLE RWA 3764 0 0 TOLL BROTHERS INC COM 889478103 409094 8195 SH SOLE RWA 7895 0 300 TESLA INC COM 88160R101 407603 3309 SH SOLE RWA 3309 0 0 QUEST DIAGNOSTICS INC COM 74834L100 406527 2599 SH SOLE RWA 2599 0 0 TRAVELERS COMPANIES INC COM 89417E109 404210 2156 SH SOLE RWA 2156 0 0 GLOBE LIFE INC COM 37959E102 396127 3286 SH SOLE RWA 3286 0 0 NUCOR CORP COM 670346105 380403 2886 SH SOLE RWA 2886 0 0 STARBUCKS CORP COM 855244109 377803 3808 SH SOLE RWA 3508 0 300 SCHWAB CHARLES CORP COM 808513105 367109 4409 SH SOLE RWA 4409 0 0 WELLS FARGO CO NEW COM 949746101 365691 8857 SH SOLE RWA 8857 0 0 T-MOBILE US INC COM 872590104 360640 2576 SH SOLE RWA 2576 0 0 EXELON CORP COM 30161N101 351770 8137 SH SOLE RWA 8137 0 0 SCHWAB STRATEGIC TR US LRG CAP ETF 808524201 346491 7674 SH SOLE RWA 7674 0 0 SELECT SECTOR SPDR TR SBI CONS DISCR 81369Y407 339820 2631 SH SOLE RWA 2631 0 0 MOOG INC CL A 615394202 329400 3753 SH SOLE RWA 3753 0 0 SCHWAB STRATEGIC TR US SML CAP ETF 808524607 325723 8041 SH SOLE RWA 7393 0 648 DUKE ENERGY CORP NEW COM NEW 26441C204 318597 3093 SH SOLE RWA 2933 0 160 GALLAGHER ARTHUR J & CO COM 363576109 316370 1678 SH SOLE RWA 1678 0 0 GENUINE PARTS CO COM 372460105 314053 1810 SH SOLE RWA 1810 0 0 VANGUARD INDEX FDS MID CAP ETF 922908629 303881 1491 SH SOLE RWA 1491 0 0 DOLLAR GEN CORP NEW COM 256677105 301902 1226 SH SOLE RWA 1226 0 0 FIDELITY COVINGTON TRUST MSCI HLTH CARE I 316092600 300124 4691 SH SOLE RWA 4691 0 0 VANGUARD SCOTTSDALE FDS INT-TERM CORP 92206C870 276839 3572 SH SOLE RWA 3572 0 0 LILLY ELI & CO COM 532457108 273376 747 SH SOLE RWA 747 0 0 SCHWAB STRATEGIC TR US DIVIDEND EQ 808524797 271543 3595 SH SOLE RWA 3595 0 0 BECTON DICKINSON & CO COM 075887109 269304 1059 SH SOLE RWA 960 0 99 BROWN & BROWN INC COM 115236101 265309 4657 SH SOLE RWA 4657 0 0 ISHARES TR CORE US AGGBD ET 464287226 262915 2711 SH SOLE RWA 2161 0 550 STEEL DYNAMICS INC COM 858119100 258026 2641 SH SOLE RWA 2641 0 0 NOVARTIS AG SPONSORED ADR 66987V109 251385 2771 SH SOLE RWA 2771 0 0 VANGUARD INDEX FDS GROWTH ETF 922908736 250563 1176 SH SOLE RWA 1176 0 0 SYNOPSYS INC COM 871607107 247450 775 SH SOLE RWA 775 0 0 SELECT SECTOR SPDR TR SBI INT-INDS 81369Y704 245361 2498 SH SOLE RWA 2498 0 0 WALMART INC COM 931142103 242922 1713 SH SOLE RWA 1713 0 0 FIDELITY COVINGTON TRUST MSCI FINLS IDX 316092501 229968 4797 SH SOLE RWA 4797 0 0 AON PLC SHS CL A G0403H108 224205 747 SH SOLE RWA 747 0 0 COHEN & STEERS QUALITY INCOM COM 19247L106 219892 19121 SH SOLE RWA 19121 0 0 NETFLIX INC COM 64110L106 218211 740 SH SOLE RWA 740 0 0 FACTSET RESH SYS INC COM 303075105 211839 528 SH SOLE RWA 528 0 0 RPM INTL INC COM 749685103 210395 2159 SH SOLE RWA 2159 0 0 INVESCO EXCH TRADED FD TR II KBW REGL BKG 46138E578 207496 3641 SH SOLE RWA 3386 0 255 PUBLIC SVC ENTERPRISE GRP IN COM 744573106 203661 3324 SH SOLE RWA 3324 0 0 CONSTELLATION ENERGY CORP COM 21037T109 200411 2325 SH SOLE RWA 2325 0 0 ARES CAPITAL CORP NOTE 4.625% 3/0 04010LAW3 127746 120000 SH SOLE RWA 120000 0 0 PIMCO STRATEGIC INCOME FD COM 72200X104 157917 31967 SH SOLE RWA 31967 0 0 FORD MTR CO DEL COM 345370860 172376 14822 SH SOLE RWA 14822 0 0 KINDER MORGAN INC DEL COM 49456B101 190527 10538 SH SOLE RWA 10538 0 0 GERON CORP COM 374163103 24200 10000 SH SOLE RWA 0 0 10000