Investment company River Wealth Advisors LLC buys Vanguard Extended Market, Boeing Co, D.R. Horton Inc, DXC Technology Co, PIMCO 0-5 Year High Yield Corporat Bond Index Exch, sells Schwab U.S. Small-Cap, Schlumberger, UGI Corp, Unilever NV, Vanguard FTSE Developed Markets, ACNB Corp, Citigroup Inc, Comcast Corp, SPDR Select Sector Fund - Energy Select Sector, SPDR Select Sector Fund - Financial, SPDR Select Sector Fund - Industrial, American Tower Corp, Aqua America Inc, DowDuPont Inc, Emerson Electric Co, HP Inc, Novartis AG, iShares Russell Mid-Cap, Vanguard Information Tech, Costco Wholesale Corp, Goldman Sachs Group Inc, Welltower Inc, Laboratory Corp of America Holdings, Medtronic PLC, Orrstown Financial Services Inc, Valero Energy Corp, WVS Financial Corp, Walgreens Boots Alliance Inc, Fidelity MSCI Information Technology Index, iShares iBoxx $ High Yield Corporate Bond, Vanguard FTSE Emerging Markets, SPDR Select Sector Fund - Health Care, Cisco Systems Inc, International Business Machines Corp, L3 Technologies Inc, McDonald's Corp, Northwest Bancshares Inc, TJX Inc, Union Pacific Corp, The York Water Co, Delta Air Lines Inc, Fidelity MSCI Health Care Index, ProShares S&P 500 Dividend Aristocrats, SPDR S&P Dividend, Vanguard Small-Cap Growth, Vanguard Intermediate-Term Corporate Bond ETF, Vanguard Mid-Cap, Aflac Inc, Alkermes PLC, Altria Group Inc, Baxter International Inc, Church & Dwight Co Inc, Eli Lilly and Co, Enterprise Products Partners LP, Exelon Corp, Expedia Group Inc, GlaxoSmithKline PLC, Johnson Controls International PLC, Magellan Midstream Partners LP, McCormick Inc, The Toronto-Dominion Bank, Cohen & Steers Quality Inc Realty Fund, Discover Financial Services, SPDR Gold Trust, iShares U.S. Health Care Providers, iShares S&P Mid-Cap 400 Growth, iShares Russell 1000 Growth, iShares Russell 2000 Value, iShares Russell 2000 Growth, iShares iBoxx $ Investment Grade Corporate Bond, Vanguard Total Stock Market, Vanguard Value, Vanguard Large-Cap, Materials Select Sector SPDR, SPDR Select Sector Fund - Consumer Staples, Allstate Corp, Arthur J. Gallagher, BCB Bancorp Inc, Bank of Nova Scotia, BlackRock Inc, Bristol-Myers Squibb Company, Clorox Co, Digital Realty Trust Inc, Fair Isaac Corp, General Dynamics Corp, H.B. Fuller Co, Mondelez International Inc, Marsh & McLennan Inc, MasTec Inc, McKesson Corp, Morgan Stanley, Eversource Energy, Public Service Enterprise Group Inc, Qualcomm Inc, RPM International Inc, Simon Property Group Inc, Southern Co, Southwest Airlines Co, Steel Dynamics Inc, VF Corp, Waste Management Inc, Energy Transfer LP, The Kraft Heinz Co, Square Inc, Cronos Group Inc, Versum Materials Inc, SPDR S&P International Dividend, iShares MSCI Canada Index Fund, iShares Core High Dividend, iShares U.S. Regional Banks, iShares Nasdaq Biotechnology Index Fund, iShares S&P Small-Cap 600 Growth ETF, iShares S&P 500 Growth, iShares U.S. Healthcare, iShares U.S. Real Estate, Schwab U.S. REIT, Schwab Intermediate-Term U.S. Treasury, Vanguard Small-Cap, Vanguard Small-Cap Value, Vanguard Real Estate, Vanguard Mid-Cap Value, Vanguard Growth, Vanguard Total International Stock ETF, Abiomed Inc, Ameren Corp, AmeriGas Partners LP, Ansys Inc, Apache Corp, AstraZeneca PLC, Avery Dennison Corp, BP PLC, Bank OZK, Biogen Inc, C.H. Robinson Worldwide Inc, Canadian National Railway Co, Cardinal Health Inc, Cognizant Technology Solutions Corp, Consolidated Edison Inc, Crane Co, Crown Castle International Corp, Dentsply Sirona Inc, Diageo PLC, Edwards Lifesciences Corp, Edgewell Personal Care Co, Essex Property Trust Inc, F N B Corp, Fastenal Co, Fulton Financial Corp, General Electric Co, Genomic Health Inc, H&R Block Inc, Hasbro Inc, The Hershey Co, Hubbell Inc, IAC/InterActiveCorp, Microchip Technology Inc, Middlesex Water Co, Nordson Corp, ON Semiconductor Corp, Omnicell Inc, ONEOK Inc, Paychex Inc, Nutrien, Booking Holdings Inc, Prudential Financial Inc, Regions Financial Corp, ResMed Inc, Rio Tinto PLC, S&T Bancorp Inc, STMicroelectronics NV, Sanofi SA, The Scotts Miracle Gro Co, Snap-on Inc, Stanley Black & Decker Inc, Taiwan Semiconductor Manufacturing Co, Torchmark Corp, Total SA, Varian Medical Systems Inc, Vodafone Group PLC, Vornado Realty Trust, Walmart Inc, Putnam Premier Income Trust, T-Mobile US Inc, American Water Works Co Inc, Ulta Beauty Inc, Dollar General Corp, LyondellBasell Industries NV, Kinder Morgan Inc, HCA Healthcare Inc, Splunk Inc, Pentair PLC, GW Pharmaceuticals PLC, Canopy Growth Corp, Alibaba Group Holding, Ollie's Bargain Outlet Holdings Inc, Stitch Fix Inc, ARK Genomic Revolution Multi-Sector, Vanguard Short-Term Bond, Xtrackers MSCI EAFE Hedged Equity, WisdomTree U.S. SmallCap Dividend Fund, WisdomTree Japan Hedged Equity Fund, iShares MSCI Japan Index Fund, First Trust Amex Biotech Index Fund, Xtrackers USD High Yield Corporate Bond, SPDR Nuveen S&P High Yield Municipal Bond, iShares Russell 1000, iShares Russell Midcap Growth, iShares Morningstar Large-Cap Growth, iShares Morningstar Small-Cap, Invesco S&P 500 Equal Weight, Schwab U.S. TIPs, iShares MSCI EAFE Small-Cap ETF, ALPS Sector Dividend Dogs, iShares 0-5 Year High Yield Corporate Bond, SPDR Portfolio Intermediate Term Corporate Bond, SPDR Portfolio Small Cap, iShares Short-Term National Muni Bond, SPDR Nuveen Bloomberg Barclays Municipal Bond, iShares TIPS Bond, Vanguard Consumer Staples, Vanguard Financials, Vanguard FTSEEuropean, Vanguard Div Appreciation, Vanguard Tax-Exempt Bond, SPDR S&P Aerospace & Defense, Invesco S&P 500 Top 50, Real Estate Select Sector SPDR Fund (The), SPDR Select Sector Fund - Utilities, Savara Inc, Prologis Inc, AVX Corp, Hess Corp, Invesco, Anadarko Petroleum Corp, Analog Devices Inc, Antares Pharma Inc, Agenus Inc, Applied Materials Inc, AvalonBay Communities Inc, Belden Inc, Brown & Brown Inc, Bruker Corp, CBRE Group Inc, CenturyLink Inc, Chesapeake Energy Corp, Coeur Mining Inc, Columbia Banking System Inc, Commerce Bancshares Inc, DHT Holdings Inc, Eagle Materials Inc, Enbridge Inc, CASI Pharmaceuticals Inc, Equinix Inc, FactSet Research Systems Inc, Gap Inc, Genuine Parts Co, Gilead Sciences Inc, Harley-Davidson Inc, Harris Corp, HCP Inc, Hecla Mining Co, ICU Medical Inc, IDEX Corp, International Paper Co, Intuitive Surgical Inc, JM Smucker Co, j2 Global Inc, Lamar Advertising Co, Leggett & Platt Inc, Jefferies Financial Group Inc, Liberty Property Trust, Mack-Cali Realty Corp, MetLife Inc, Micron Technology Inc, Mid Penn Bancorp Inc, New Jersey Resources Corp, Fox Corp, Newtek Business Services Corp, Northrop Grumman Corp, Penns Woods Bancorp Inc, Principal Financial Group Inc, Retractable Technologies Inc, Rite Aid Corp, Rocky Mountain Chocolate Factory Inc, SLM Corp, South Jersey Industries Inc, Southwest Gas Holdings Inc, Stratasys, Synopsys Inc, Sysco Corp, Triumph Group Inc, United Continental Holdings Inc, Under Armour Inc, United Microelectronics Corp, United Parcel Service Inc, Univest Financial Corp, Watsco Inc, WEC Energy Group Inc, World Fuel Services Corp, Altaba Inc, eBay Inc, Obsidian Energy, ZIOPHARM Oncology Inc, AeroVironment Inc, Broadridge Financial Solutions Inc, Gladstone Investment Corp, McCormick Inc, Cigna Corp, Thomson Reuters Corp, Wells Fargo, Anheuser-Busch InBev SA/NV, Broadcom Inc, Charter Communications Inc, Six Flags Entertainment Corp, CoreSite Realty Corp, EQM Midstream Partners LP, MPLX LP, Zoetis Inc, Science Applications International Corp, Gaming and Leisure Properties Inc, Navient Corp, Aurora Cannabis Inc, CNX Midstream Partners LP, CDK Global Inc, Aphria Inc, Uniti Group Inc, Shopify Inc, The Chemours Co, Under Armour Inc, AdvanSix Inc, Adient PLC, Innovative Industrial Properties Inc, Arconic Inc, JBG SMITH Properties, Micro Focus International PLC, Resideo Technologies Inc, Vanguard Intermediate-Term Bond, Invesco Senior Loan, IQ Global Agribusiness Small Cap, SPDR MSCI ACWI ex-US, WisdomTree U.S. MidCap Dividend Fund, iShares Edge MSCI Min Vol Emerging Markets, iShares MSCI EAFE Growth, iShares Floating Rate Bond, First Trust Small Cap Core AlphaDEX Fund, iShares U.S. Oil & Gas Exploration & Production, iShares U.S. Pharmaceutical, iShares U.S. Aerospace & Defense, iShares U.S. Technology, iShares Dow Jones U.S., iShares U.S. Telecommunications, iShares Morningstar Small-Cap Value ETFnd, SPDR Bloomberg Barclays High Yield Bond, Invesco Emerging Markets Sovereign Debt, Invesco Water Resources ETF, Invesco India, SPDR DJ Wilshire Intl Real Estate, Schwab U.S. Large-Cap Growth, Schwab U.S. Large-Cap Value, Global X SuperDividend, SPDR Nuveen Bloomberg Barclays Short Term Municipa, SPDR S&P 600 Small Cap Growth ETF (based on S&P Sm, United States Oil Fund, Vanguard Global ex-U.S. Real Estate ETF, Vanguard Mid-Cap Growth, Vanguard FTSE Pacific, Vanguard FTSE All-Wld ex-US SmCp Idx, Invesco S&P MidCap Low Volatility during the 3-months ended 2019Q1, according to the most recent filings of the investment company, River Wealth Advisors LLC. As of 2019Q1, River Wealth Advisors LLC owns 153 stocks with a total value of $239 million. These are the details of the buys and sells.
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
- Added Positions: VXF, BA, MSFT, EFA, STZ, MA, V, PSX, ETN, PEP, COF, ACN, D, GOOGL, DHI, DXC, DIS, HYS, CVS, T, AMZN, ABT, IJR, IVV, NKE, HUN, RY, FDX, CVX, BAC, VCSH, VZ, GOOG, CWB, PFE, ALGN, WBT, XLY, VHT, KO, DUK, DGX, PG, AEP, ARW, CAT, BDN, VOO, MMM, WFC, INTC, AAL,
- Reduced Positions: AMGN, JNJ, ORCL, PHM, LH, SPY, BBT, ABC, FB, SCHW, AAPL, IJJ, SCHM, MO, PM, TEL, UTX, TM, MYL, TMO, LIN, NEE, ABBV, SCHX, SCHD, STI, HAL, ALLE, SCHF, TROW, TXN, SCHE, IEFA, TOL, BOTZ, IWM, IEMG, UNH, AGN, SCHB, HD, LMT, KMB, HON, COP, CMI, F, FITB, CB, XOM, LOW, TGT, TRV, PH, ADP, PNC, NUE, BDX, BRK.B, SPGI, CL, DVN, DE, EEM, AGG, SBUX, MAS, MRK, NFLX, MRO, VYM,
- Sold Out: SCHA, SLB, UGI, UN, VEA, ACNB, C, CMCSA, XLE, XLF, XLI, AMT, WTR, DWDP, EMR, HPQ, NVS, IWR, VGT, COST, GS, WELL, MDT, ORRF, VLO, WVFC, WBA, FTEC, HYG, VWO, XLV, CSCO, IBM, LLL, MCD, NWBI, TJX, UNP, YORW, DAL, FHLC, NOBL, SDY, VBK, VCIT, VO, AFL, ALKS, BAX, CHD, LLY, EPD, EXC, EXPE, GSK, JCI, MMP, MKC, TD, RQI, DFS, GLD, IHF, IJK, IWF, IWN, IWO, LQD, VTI, VTV, VV, XLB, XLP, ALL, AJG, BCBP, BNS, BLK, BMY, CLX, DLR, FICO, GD, FUL, MDLZ, MMC, MTZ, MCK, MS, ES, PEG, QCOM, RPM, SPG, SO, LUV, STLD, VFC, WM, ET, KHC, SQ, CRON, VSM, DWX, EWC, HDV, IAT, IBB, IJT, IVW, IYH, IYR, SCHH, SCHR, VB, VBR, VNQ, VOE, VUG, VXUS, ABMD, AEE, APU, ANSS, APA, AZN, AVY, BP, OZK, BIIB, CHRW, CNI, CAH, CTSH, ED, CR, CCI, XRAY, DEO, EW, EPC, ESS, FNB, FAST, FULT, GE, GHDX, HRB, HAS, HSY, HUBB, IAC, MCHP, MSEX, NDSN, ON, OMCL, OKE, PAYX, NTR, BKNG, PRU, RF, RMD, RIO, STBA, STM, SNY, SMG, SNA, SWK, TSM, TMK, TOT, VAR, VOD, VNO, WMT, PPT, TMUS, AWK, ULTA, DG, LYB, KMI, HCA, SPLK, PNR, GWPH, CGC, BABA, OLLI, SFIX, ARKG, BSV, DBEF, DES, DXJ, EWJ, FBT, HYLB, HYMB, IWB, IWP, JKE, JKJ, RSP, SCHP, SCZ, SDOG, SHYG, SPIB, SPSM, SUB, TFI, TIP, VDC, VFH, VGK, VIG, VTEB, XAR, XLG, XLRE, XLU, SVRA, PLD, AVX, HES, IVZ, APC, ADI, ATRS, AGEN, AMAT, AVB, BDC, BRO, BRKR, CBRE, CTL, CHK, CDE, COLB, CBSH, DHT, EXP, ENB, CASI, EQIX, FDS, GPS, GPC, GILD, HOG, HRS, HCP, HL, ICUI, IEX, IP, ISRG, SJM, JCOM, LAMR, LEG, JEF, LPT, CLI, MET, MU, MPB, NJR, FOX, NEWT, NOC, PWOD, PFG, RVP, RAD, RMCF, SLM, SJI, SWX, SSYS, SNPS, SYY, TGI, UAL, UAA, UMC, UPS, UVSP, WSO, WEC, INT, AABA, EBAY, OBE, ZIOP, AVAV, BR, GAIN, MKC.V, CGN, TOCB, WFCPL.PFD, BUD, AVGO, CHTR, SIX, COR, EQM, MPLX, ZTS, SAIC, GLPI, NAVI, ACB, CNXM, CDK, APHA, UNIT, SHOP, CC, UA, ASIX, ADNT, IIPR, ARNC, JBGS, MFGP, REZI, BIV, BKLN, CROP, CWI, DON, EEMV, EFG, FLOT, FYX, IEO, IHE, ITA, IYW, IYY, IYZ, JKL, JNK, PCY, PHO, PIN, RWX, SCHG, SCHV, SDIV, SHM, SLYG, USO, VNQI, VOT, VPL, VSS, XMLV,
For the details of River Wealth Advisors LLC's stock buys and sells, go to https://www.gurufocus.com/guru/river+wealth+advisors+llc/current-portfolio/portfolio
These are the top 5 holdings of River Wealth Advisors LLC- Vanguard Total Bond Market ETF (BND) - 146,896 shares, 4.99% of the total portfolio. Shares added by 0.43%
- Apple Inc (AAPL) - 37,170 shares, 2.96% of the total portfolio. Shares reduced by 1.37%
- iShares MSCI EAFE (EFA) - 92,831 shares, 2.52% of the total portfolio. Shares added by 5.55%
- Stryker Corp (SYK) - 29,268 shares, 2.42% of the total portfolio. Shares added by 0.16%
- SPDR Bloomberg Barclays Convertible Securities (CWB) - 106,707 shares, 2.33% of the total portfolio. Shares added by 1.05%
River Wealth Advisors LLC added to a holding in Vanguard Extended Market by 22.30%. The purchase prices were between $97.99 and $117.65, with an estimated average price of $112.04. The stock is now traded at around $118.62. The impact to a portfolio due to this purchase was 0.15%. The holding were 17,450 shares as of .
Added: Boeing Co (BA)River Wealth Advisors LLC added to a holding in Boeing Co by 73.49%. The purchase prices were between $310.9 and $440.62, with an estimated average price of $384.16. The stock is now traded at around $359.07. The impact to a portfolio due to this purchase was 0.14%. The holding were 1,976 shares as of .
Added: D.R. Horton Inc (DHI)River Wealth Advisors LLC added to a holding in D.R. Horton Inc by 26.62%. The purchase prices were between $34.66 and $42.54, with an estimated average price of $39.07. The stock is now traded at around $43.64. The impact to a portfolio due to this purchase was 0.07%. The holding were 19,690 shares as of .
Added: DXC Technology Co (DXC)River Wealth Advisors LLC added to a holding in DXC Technology Co by 38.79%. The purchase prices were between $53.17 and $69.21, with an estimated average price of $63.78. The stock is now traded at around $60.93. The impact to a portfolio due to this purchase was 0.06%. The holding were 8,007 shares as of .
Added: PIMCO 0-5 Year High Yield Corporat Bond Index Exch (HYS)River Wealth Advisors LLC added to a holding in PIMCO 0-5 Year High Yield Corporat Bond Index Exch by 21.01%. The purchase prices were between $93.53 and $99.37, with an estimated average price of $97.53. The stock is now traded at around $99.80. The impact to a portfolio due to this purchase was 0.05%. The holding were 6,619 shares as of .
Sold Out: Schwab U.S. Small-Cap (SCHA)River Wealth Advisors LLC sold out a holding in Schwab U.S. Small-Cap. The sale prices were between $59.85 and $72, with an estimated average price of $68.33.
Sold Out: Schlumberger Ltd (SLB)River Wealth Advisors LLC sold out a holding in Schlumberger Ltd. The sale prices were between $36.08 and $45.9, with an estimated average price of $43.16.
Sold Out: Vanguard FTSE Developed Markets (VEA)River Wealth Advisors LLC sold out a holding in Vanguard FTSE Developed Markets. The sale prices were between $36.75 and $41.54, with an estimated average price of $39.92.
Sold Out: UGI Corp (UGI)River Wealth Advisors LLC sold out a holding in UGI Corp. The sale prices were between $52.24 and $57.06, with an estimated average price of $54.67.
Sold Out: Unilever NV (UN)River Wealth Advisors LLC sold out a holding in Unilever NV. The sale prices were between $52.62 and $58.46, with an estimated average price of $54.86.
Sold Out: SPDR Select Sector Fund - Energy Select Sector (XLE)River Wealth Advisors LLC sold out a holding in SPDR Select Sector Fund - Energy Select Sector. The sale prices were between $57.35 and $67.29, with an estimated average price of $64.16.
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
