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River Wealth Advisors LLC Buys iShares MSCI EAFE, Constellation Brands Inc, Vanguard High Dividend Yield, Sells General Electric Co, Walgreens Boots Alliance Inc, CVS Health Corp

Investment company River Wealth Advisors LLC buys iShares MSCI EAFE, Constellation Brands Inc, Vanguard High Dividend Yield, AbbVie Inc, Amazon.com Inc, Schwab International Equity, iShares Core S&P Small-Cap, Schwab Emerging Markets Equity, International Business Machines Corp, Texas Instruments Inc, sells General Electric Co, Walgreens Boots Alliance Inc, CVS Health Corp, Juniper Networks Inc, Teva Pharmaceutical Industries during the 3-months ended 2017-12-31, according to the most recent filings of the investment company, River Wealth Advisors LLC. As of 2017-12-31, River Wealth Advisors LLC owns 162 stocks with a total value of $240 million. These are the details of the buys and sells.

For the details of River Wealth Advisors LLC's stock buys and sells, go to http://www.gurufocus.com/StockBuy.php?GuruName=River+Wealth+Advisors+LLC

These are the top 5 holdings of River Wealth Advisors LLC
  1. Vanguard Total Bond Market (BND) - 125,908 shares, 4.28% of the total portfolio. Shares added by 5.31%
  2. Apple Inc (AAPL) - 39,590 shares, 2.79% of the total portfolio. Shares added by 3.39%
  3. iShares S&P Mid-Cap 400 Value (IJJ) - 34,805 shares, 2.32% of the total portfolio. Shares reduced by 6.42%
  4. iShares MSCI EAFE (EFA) - 75,587 shares, 2.21% of the total portfolio. Shares added by 26.51%
  5. SPDR Bloomberg Barclays Convertible Securities (CWB) - 91,566 shares, 1.93% of the total portfolio. Shares added by 6.37%
New Purchase: Vanguard High Dividend Yield (VYM)

River Wealth Advisors LLC initiated holdings in Vanguard High Dividend Yield. The purchase prices were between $81.53 and $86.5, with an estimated average price of $83.65. The stock is now traded at around $81.96. The impact to the portfolio due to this purchase was 0.17%. The holdings were 4,828 shares as of 2017-12-31.

New Purchase: Schwab International Equity (SCHF)

River Wealth Advisors LLC initiated holdings in Schwab International Equity. The purchase prices were between $33.45 and $34.51, with an estimated average price of $34. The stock is now traded at around $32.90. The impact to the portfolio due to this purchase was 0.13%. The holdings were 9,402 shares as of 2017-12-31.

New Purchase: International Business Machines Corp (IBM)

River Wealth Advisors LLC initiated holdings in International Business Machines Corp. The purchase prices were between $146.48 and $162.07, with an estimated average price of $152.07. The stock is now traded at around $146.79. The impact to the portfolio due to this purchase was 0.11%. The holdings were 1,791 shares as of 2017-12-31.

New Purchase: Schwab Emerging Markets Equity (SCHE)

River Wealth Advisors LLC initiated holdings in Schwab Emerging Markets Equity. The purchase prices were between $26.89 and $28.34, with an estimated average price of $27.58. The stock is now traded at around $27.83. The impact to the portfolio due to this purchase was 0.11%. The holdings were 9,692 shares as of 2017-12-31.

New Purchase: iShares Core S&P Small-Cap (IJR)

River Wealth Advisors LLC initiated holdings in iShares Core S&P Small-Cap. The purchase prices were between $73.06 and $77.74, with an estimated average price of $75.42. The stock is now traded at around $73.67. The impact to the portfolio due to this purchase was 0.11%. The holdings were 3,496 shares as of 2017-12-31.

New Purchase: Texas Instruments Inc (TXN)

River Wealth Advisors LLC initiated holdings in Texas Instruments Inc. The purchase prices were between $89.65 and $104.82, with an estimated average price of $97.37. The stock is now traded at around $99.24. The impact to the portfolio due to this purchase was 0.1%. The holdings were 2,346 shares as of 2017-12-31.

Added: iShares MSCI EAFE (EFA)

River Wealth Advisors LLC added to the holdings in iShares MSCI EAFE by 26.51%. The purchase prices were between $68.42 and $70.8, with an estimated average price of $69.54. The stock is now traded at around $68.07. The impact to the portfolio due to this purchase was 0.46%. The holdings were 75,587 shares as of 2017-12-31.

Added: Constellation Brands Inc (STZ)

River Wealth Advisors LLC added to the holdings in Constellation Brands Inc by 78.01%. The purchase prices were between $199.08 and $228.57, with an estimated average price of $216.14. The stock is now traded at around $208.47. The impact to the portfolio due to this purchase was 0.24%. The holdings were 5,691 shares as of 2017-12-31.

Added: AbbVie Inc (ABBV)

River Wealth Advisors LLC added to the holdings in AbbVie Inc by 27.06%. The purchase prices were between $89.56 and $98.21, with an estimated average price of $94.2. The stock is now traded at around $109.69. The impact to the portfolio due to this purchase was 0.15%. The holdings were 17,211 shares as of 2017-12-31.

Added: Amazon.com Inc (AMZN)

River Wealth Advisors LLC added to the holdings in Amazon.com Inc by 20.92%. The purchase prices were between $957.1 and $1195.83, with an estimated average price of $1099.22. The stock is now traded at around $1316.85. The impact to the portfolio due to this purchase was 0.14%. The holdings were 1,688 shares as of 2017-12-31.

Added: Raytheon Co (RTN)

River Wealth Advisors LLC added to the holdings in Raytheon Co by 25.58%. The purchase prices were between $179.58 and $191.38, with an estimated average price of $186.42. The stock is now traded at around $202.34. The impact to the portfolio due to this purchase was 0.08%. The holdings were 5,175 shares as of 2017-12-31.

Added: Merck & Co Inc (MRK)

River Wealth Advisors LLC added to the holdings in Merck & Co Inc by 31.58%. The purchase prices were between $54.1 and $64.6, with an estimated average price of $58.15. The stock is now traded at around $54.10. The impact to the portfolio due to this purchase was 0.06%. The holdings were 10,707 shares as of 2017-12-31.

Sold Out: Walgreens Boots Alliance Inc (WBA)

River Wealth Advisors LLC sold out the holdings in Walgreens Boots Alliance Inc. The sale prices were between $64.48 and $76.95, with an estimated average price of $70.4.

Sold Out: Juniper Networks Inc (JNPR)

River Wealth Advisors LLC sold out the holdings in Juniper Networks Inc. The sale prices were between $24.4 and $29.61, with an estimated average price of $27.

Sold Out: Teva Pharmaceutical Industries Ltd (TEVA)

River Wealth Advisors LLC sold out the holdings in Teva Pharmaceutical Industries Ltd. The sale prices were between $11.23 and $19.1, with an estimated average price of $15.05.



Here is the complete portfolio of River Wealth Advisors LLC. Also check out:

1. River Wealth Advisors LLC's Undervalued Stocks
2. River Wealth Advisors LLC's Top Growth Companies, and
3. River Wealth Advisors LLC's High Yield stocks
4. Stocks that River Wealth Advisors LLC keeps buying

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