Portfolio (Quarterly)
Guide ↗
River Wealth Advisors LLC
· CIK 0001642570| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 1 | SCHK | SCHWAB STRATEGIC TR | — | 19,515 | $640K | 0.07% | SOLD |
| 2 | T | AT&T INC | Communication Services | 12,209 | $303K | 0.03% | SOLD |
| 3 | SCHA | SCHWAB STRATEGIC TR | — | 8,060 | $230K | 0.03% | SOLD |
| 4 | AJG | GALLAGHER ARTHUR J & CO | Financial Services | 843 | $218K | 0.02% | SOLD |
| 5 | BRO | BROWN & BROWN INC | Financial Services | 2,694 | $215K | 0.02% | SOLD |
| 6 | VNQ | VANGUARD INDEX FDS | — | 2,378 | $210K | 0.02% | SOLD |
| 7 | IWO | ISHARES TR | — | 646 | $209K | 0.02% | SOLD |
| 8 | IWP | ISHARES TR | — | 1,466 | $201K | 0.02% | SOLD |
| 9 | BX | BLACKSTONE INC | Financial Services | 1,298 | $200K | 0.02% | SOLD |
Sector Allocation
Technology
28.9%
Financial Services
17.3%
Industrials
11.6%
Communication Services
11.0%
Consumer Cyclical
8.8%
Healthcare
8.6%
Consumer Defensive
4.9%
Energy
4.3%
Basic Materials
2.1%
Utilities
1.7%