Riverview Trust Co Top Holdings and 13F Report (2025)

About Riverview Trust Co

Investment Activity

Riverview Trust Co has $80.35 million in total holdings as of June 30, 2025.
Riverview Trust Co owns shares of 224 different stocks, but just 33 companies or ETFs make up 80% of its holdings.
Approximately 24.07% of the portfolio was purchased this quarter.
About 59.72% of the portfolio was sold this quarter.
This quarter, Riverview Trust Co has purchased 594 new stocks and bought additional shares in 4 stocks.
Riverview Trust Co sold shares of 132 stocks and completely divested from 379 stocks this quarter.

Largest Holdings

Fidelity Municipal Bond Index ETF: $18,842,569
iShares Core MSCI EAFE ETF: $12,923,456
Vanguard Large-Cap ETF: $5,035,260
Vanguard FTSE Developed Markets ETF: $2,756,662
iShares Core U.S. Aggregate Bond ETF: $2,561,245

Largest New Holdings this Quarter

316188846 - Fidelity Municipal Bond Index ETF: $18,842,569 Holding
78464A474 - SPDR Portfolio Short Term Corporate Bond ETF: $99,023 Holding
81369Y886 - Utilities Select Sector SPDR Fund: $97,992 Holding
78463V107 - SPDR Gold Shares: $60,966 Holding
451107106 - IDACORP: $41,677 Holding

Largest Purchases this Quarter

Fidelity Municipal Bond Index ETF: 387,421 shares (about $18.84M)
Sysco: 1,600 shares (about $121.18K)
SPDR Portfolio Short Term Corporate Bond ETF: 3,280 shares (about $99.02K)
Utilities Select Sector SPDR Fund: 1,200 shares (about $97.99K)
SPDR Gold Shares: 200 shares (about $60.97K)

Largest Sales this Quarter

Apple: 19,762 shares (about $4.05M)
Microsoft: 5,564 shares (about $2.77M)
NVIDIA: 15,396 shares (about $2.43M)
Amazon.com: 7,206 shares (about $1.58M)
Meta Platforms: 2,061 shares (about $1.52M)

Sector Allocation Over Time

Selling

Neutral

Buying

Latest 13F Holdings and Changes Since Previous Quarterly Filing

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
Fidelity Municipal Bond Index ETF	$18,842,569	$18,842,569 ▲	New Holding	387,421	23.5%	Com
IEFA iShares Core MSCI EAFE ETF	$12,923,456	$111,112 ▼	-0.9%	154,809	16.1%	ETF
VV Vanguard Large-Cap ETF	$5,035,260		0.0%	17,649	6.3%	ETF
VEA Vanguard FTSE Developed Markets ETF	$2,756,662		0.0%	48,354	3.4%	ETF
AGG iShares Core U.S. Aggregate Bond ETF	$2,561,245		0.0%	25,819	3.2%	Finance
MSFT Microsoft	$2,326,386	$2,767,589 ▼	-54.3%	4,677	2.9%	Computer and Technology
VOO Vanguard S&P 500 ETF	$1,556,402		0.0%	2,740	1.9%	ETF
VTI Vanguard Total Stock Market ETF	$1,441,540		0.0%	4,743	1.8%	ETF
KLAC KLA	$1,334,653	$184,522 ▼	-12.1%	1,490	1.7%	Computer and Technology
AVGO Broadcom	$1,204,591	$971,115 ▼	-44.6%	4,370	1.5%	Computer and Technology
JPM JPMorgan Chase & Co.	$1,141,086	$1,137,027 ▼	-49.9%	3,936	1.4%	Finance
DE Deere & Company	$1,015,455	$184,582 ▼	-15.4%	1,997	1.3%	Industrials
VO Vanguard Mid-Cap ETF	$1,005,149		0.0%	3,592	1.3%	ETF
VB Vanguard Small-Cap ETF	$970,907		0.0%	4,097	1.2%	ETF
COST Costco Wholesale	$789,972	$197,988 ▼	-20.0%	798	1.0%	Retail/Wholesale
VTEB Vanguard Tax-Exempt Bond ETF	$761,191		0.0%	15,525	0.9%	ETF
AAPL Apple	$751,332	$4,054,567 ▼	-84.4%	3,662	0.9%	Computer and Technology
BRK.A Berkshire Hathaway	$728,800		0.0%	1	0.9%	Finance
LOW Lowe's Companies	$666,719	$175,499 ▼	-20.8%	3,005	0.8%	Retail/Wholesale
Blackrock Inc.	$626,402	$56,659 ▼	-8.3%	597	0.8%	Com
ABBV AbbVie	$592,685	$559,273 ▼	-48.5%	3,193	0.7%	Medical
STX Seagate Technology	$552,640		0.0%	3,829	0.7%	Computer and Technology
ITW Illinois Tool Works	$522,934	$134,999 ▼	-20.5%	2,115	0.7%	Industrials
IDEV iShares Core MSCI International Developed Markets ETF	$497,530		0.0%	6,543	0.6%	ETF
PAYX Paychex	$476,963	$18,764 ▼	-3.8%	3,279	0.6%	Computer and Technology
IVV iShares Core S&P 500 ETF	$474,989	$12,418 ▼	-2.5%	765	0.6%	ETF
COF Capital One Financial	$474,455	$65,105 ▼	-12.1%	2,230	0.6%	Finance
PEG Public Service Enterprise Group	$464,253		0.0%	5,515	0.6%	Utilities
ABT Abbott Laboratories	$442,169	$797,428 ▼	-64.3%	3,251	0.6%	Medical
JNJ Johnson & Johnson	$442,059	$331,162 ▼	-42.8%	2,894	0.6%	Medical
PG Procter & Gamble	$433,191	$121,083 ▼	-21.8%	2,719	0.5%	Consumer Staples
META Meta Platforms	$431,045	$1,521,205 ▼	-77.9%	584	0.5%	Computer and Technology
VXUS Vanguard Total International Stock ETF	$429,394		0.0%	6,215	0.5%	ETF
VFMO Vanguard U.S. Momentum Factor ETF	$423,709		0.0%	2,456	0.5%	ETF
MCD McDonald's	$352,357	$149,591 ▼	-29.8%	1,206	0.4%	Retail/Wholesale
CSCO Cisco Systems	$349,745	$290,009 ▼	-45.3%	5,041	0.4%	Computer and Technology
RY Royal Bank Of Canada	$343,872	$5,130 ▼	-1.5%	2,614	0.4%	Finance
PEP PepsiCo	$319,273	$20,070 ▼	-5.9%	2,418	0.4%	Consumer Staples
NVDA NVIDIA	$306,501	$2,432,417 ▼	-88.8%	1,940	0.4%	Computer and Technology
AMZN Amazon.com	$305,391	$1,580,925 ▼	-83.8%	1,392	0.4%	Retail/Wholesale
LMT Lockheed Martin	$302,430	$110,690 ▼	-26.8%	653	0.4%	Aerospace
IWR iShares Russell Mid-Cap ETF	$292,465		0.0%	3,180	0.4%	ETF
QCOM QUALCOMM	$271,061	$93,486 ▼	-25.6%	1,702	0.3%	Computer and Technology
BRK.B Berkshire Hathaway	$269,117	$548,435 ▼	-67.1%	554	0.3%	Finance
ORCL Oracle	$236,558	$62,966 ▼	-21.0%	1,082	0.3%	Computer and Technology
T AT&T	$235,745	$127,220 ▼	-35.1%	8,146	0.3%	Computer and Technology
UL Unilever	$235,443		0.0%	3,849	0.3%	Consumer Staples
IBM International Business Machines	$232,876	$297,138 ▼	-56.1%	790	0.3%	Computer and Technology
GOOG Alphabet	$222,802	$1,156,229 ▼	-83.8%	1,256	0.3%	Computer and Technology
USB U.S. Bancorp	$218,829	$39,277 ▼	-15.2%	4,836	0.3%	Finance
CVX Chevron	$217,506	$42,098 ▼	-16.2%	1,519	0.3%	Energy
COP ConocoPhillips	$215,825	$134,431 ▼	-38.4%	2,405	0.3%	Energy
Bank America Corp Cnv Pfd L	$211,062		0.0%	174	0.3%	Pfd Stk
WFC.PL Wells Fargo & Co. Pfd. Series L	$196,080		0.0%	167	0.2%	Finance
SYY Sysco	$192,607	$121,184 ▲	169.7%	2,543	0.2%	Consumer Staples
DLR Digital Realty Trust	$191,066	$99,368 ▼	-34.2%	1,096	0.2%	Finance
IEMG iShares Core MSCI Emerging Markets ETF	$189,995		0.0%	3,165	0.2%	ETF
GS The Goldman Sachs Group	$189,677	$273,899 ▼	-59.1%	268	0.2%	Finance
SHEL Shell	$185,108		0.0%	2,629	0.2%	Energy
MRK Merck & Co., Inc.	$176,131	$667,398 ▼	-79.1%	2,225	0.2%	Medical
GVA Granite Construction	$175,705		0.0%	1,879	0.2%	Construction
CAH Cardinal Health	$174,216	$25,200 ▲	16.9%	1,037	0.2%	Medical
BDX Becton, Dickinson and Company	$172,939	$27,560 ▼	-13.7%	1,004	0.2%	Medical
GE GE Aerospace	$170,907	$74,901 ▼	-30.5%	664	0.2%	Aerospace
MMM 3M	$169,443	$79,317 ▼	-31.9%	1,113	0.2%	Multi-Sector Conglomerates
WMB Williams Companies	$162,175	$25,815 ▼	-13.7%	2,582	0.2%	Energy
RTX RTX	$160,184	$144,268 ▼	-47.4%	1,097	0.2%	Aerospace
AMGN Amgen	$159,708	$121,177 ▼	-43.1%	572	0.2%	Medical
DVY iShares Select Dividend ETF	$158,841		0.0%	1,196	0.2%	ETF
GOOGL Alphabet	$158,607	$1,002,044 ▼	-86.3%	900	0.2%	Computer and Technology
BMY Bristol Myers Squibb	$154,516	$23,006 ▼	-13.0%	3,338	0.2%	Medical
FMX Fomento Economico Mexicano	$147,673		0.0%	1,434	0.2%	Consumer Staples
AMP Ameriprise Financial	$147,309	$60,845 ▼	-29.2%	276	0.2%	Finance
ACGL Arch Capital Group	$145,407	$24,401 ▼	-14.4%	1,597	0.2%	Finance
INTC Intel	$140,134	$323,321 ▼	-69.8%	6,256	0.2%	Computer and Technology
DTE DTE Energy	$139,480		0.0%	1,053	0.2%	Utilities
EQT EQT	$139,443	$21,753 ▼	-13.5%	2,391	0.2%	Energy
SCHW Charles Schwab	$139,050	$94,069 ▼	-40.4%	1,524	0.2%	Finance
HON Honeywell International	$137,399	$40,521 ▼	-22.8%	590	0.2%	Multi-Sector Conglomerates
XEL Xcel Energy	$135,383	$23,495 ▼	-14.8%	1,988	0.2%	Utilities
ALL Allstate	$130,852	$30,801 ▼	-19.1%	650	0.2%	Finance
NAC Nuveen California Quality Municipal Income Fund	$118,536		0.0%	10,612	0.1%	Financial Services
TFC Truist Financial	$116,589		0.0%	2,712	0.1%	Finance
NEE NextEra Energy	$107,879	$72,266 ▼	-40.1%	1,554	0.1%	Utilities
TTE TotalEnergies	$107,433		0.0%	1,750	0.1%	Energy
VZ Verizon Communications	$102,420	$110,987 ▼	-52.0%	2,367	0.1%	Computer and Technology
RIO Rio Tinto	$100,794		0.0%	1,728	0.1%	Basic Materials
PFE Pfizer	$99,845	$298,032 ▼	-74.9%	4,119	0.1%	Medical
EA Electronic Arts	$99,653		0.0%	624	0.1%	Consumer Discretionary
SPSB SPDR Portfolio Short Term Corporate Bond ETF	$99,023	$99,023 ▲	New Holding	3,280	0.1%	ETF
CTRA Coterra Energy	$99,007	$16,269 ▼	-14.1%	3,901	0.1%	Energy
XLU Utilities Select Sector SPDR Fund	$97,992	$97,992 ▲	New Holding	1,200	0.1%	ETF
PNC The PNC Financial Services Group	$96,193	$93,397 ▼	-49.3%	516	0.1%	Finance
SU Suncor Energy	$95,086		0.0%	2,539	0.1%	Energy
MSI Motorola Solutions	$95,024	$92,081 ▼	-49.2%	226	0.1%	Computer and Technology
CMCSA Comcast	$92,437	$156,857 ▼	-62.9%	2,590	0.1%	Consumer Discretionary
HPQ HP	$90,869	$19,226 ▼	-17.5%	3,715	0.1%	Computer and Technology
PSX Phillips 66	$90,787	$42,709 ▼	-32.0%	761	0.1%	Energy
GE Verona LLC	$87,839	$38,099 ▼	-30.3%	166	0.1%	Com
MMC Marsh & McLennan Companies	$87,456	$155,234 ▼	-64.0%	400	0.1%	Finance

Showing largest 100 holdings. View all holdings.

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Riverview Trust Co Top Holdings and 13F Report (2025)

About Riverview Trust Co

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools

About MarketBeat

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Riverview Trust Co Top Holdings and 13F Report (2025)

About Riverview Trust Co

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Map of 500 Largest Holdings ofRiverview Trust Co

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

MarketBeat All Access Features

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools