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Comparing River Wealth Advisors LLC Q3 and Q4 2022 Holdings: An Analysis of the Portfolio Changes

Ava Hoppe | 2 May, 2023

River Wealth Advisors LLC had undergone a series of changes in its portfolio holdings between Q3 2022 and Q4 2022. These modifications in holdings are worth examining to understand the company's investment strategy and performance. In this article, we will analyze the changes and their implications for investors.

Before we delve into the changes, let's define some of the terms used in the CSV file presented above. Q3 and Q4 refer to the third and fourth quarters of the year, respectively. The "SHARES" column denotes the total number of shares held by the company, while the "VALUE ($000)" column shows the total value of the shares.

Looking at the table, we can see that River Wealth Advisors LLC has increased its holdings in various companies. One notable example is the iShares Russell 2000 ETF (IWM), which saw an increase in shares from 137,056 to 153,732, with a corresponding increase in value from $22,603,000 to $26,804,000. This increase may be due to the ETF's strong performance and the company's bullish sentiment towards small-cap stocks.

Another significant increase was in the iShares Russell Mid-Cap ETF (IWR), with an increase in shares from 250,007 to 274,725 and a corresponding increase in value from $15,538,000 to $18,530,000. This may indicate the company's interest in mid-cap companies, which are often considered to have higher growth potential than large caps but lower volatility than small caps.

The company also increased its holdings in tech giants Apple Inc (AAPL) and Microsoft Corporation (MSFT). However, there was a decrease in the value of their holdings in Apple, indicating a possible sell-off of some of its shares. This could be attributed to concerns about the future growth of the company or the need to rebalance its portfolio.

Additionally, River Wealth Advisors LLC increased its holdings in healthcare, consumer discretionary, and financial sectors. The increase in holdings in the healthcare sector is due to the acquisition of new positions in companies like Amgen Inc (AMGN), Johnson & Johnson (JNJ), and UnitedHealth Group Inc (UNH). The purchase of Fifth Third Bancorp (FITB) and Truist Financial Corp (TFC) further underscores the company's interest in the financial sector.

Conversely, the company decreased its holdings in some companies. Notably, Inc (AMZN) saw a decrease in shares from 72,658 to 72,646, with a corresponding drop in value from $8,210,000 to $6,102,000. This may be due to the company's recent struggles and concerns about its future growth prospects.

In conclusion, River Wealth Advisors LLC made notable changes to its portfolio holdings between Q3 and Q4 of 2022. The company increased its holdings in various sectors, but also decreased stakes in some companies. These changes reflect the company's investment strategy and provide insights for investors who wish to follow in their footsteps.

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