Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| RIVER WEALTH ADVISORS LLC | 02-13-2024 | 12-31-2023 | 208 | 626,223,331 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| MERCK & CO INC | COM | 51 | $3,752,643 | 34,422 | 0.00 | 0.00 | 1,051 | 3.15 | 12-31-2023 |
| T-MOBILE US INC | COM | 52 | $3,584,444 | 22,357 | 0.00 | 0.00 | 1,444 | 6.90 | 12-31-2023 |
| COSTCO WHSL CORP NEW | COM | 53 | $3,542,131 | 5,366 | 0.00 | 0.00 | 354 | 7.06 | 12-31-2023 |
| ORACLE CORP | COM | 54 | $3,512,539 | 33,316 | 0.00 | 0.00 | 94 | 0.28 | 12-31-2023 |
