Free Trial

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

About Riverview Trust Co

Investment Activity

  • Riverview Trust Co has $101.32 million in total holdings as of March 31, 2025.
  • Riverview Trust Co owns shares of 594 different stocks, but just 103 companies or ETFs make up 80% of its holdings.
  • Approximately 1.71% of the portfolio was purchased this quarter.
  • About 8.56% of the portfolio was sold this quarter.
  • This quarter, Riverview Trust Co has purchased 820 new stocks and bought additional shares in 27 stocks.
  • Riverview Trust Co sold shares of 290 stocks and completely divested from 252 stocks this quarter.

Largest Holdings

Apple
$5,203,173
Microsoft
$3,844,369

Largest New Holdings this Quarter

134429109 - Campbell Soup Co Com
$45,629 Holding
09062X103 - Biogen
$39,136 Holding
444859102 - Humana
$33,869 Holding
69007J304 - Outfront Media Inc Com
$31,554 Holding
922908652 - Vanguard Extended Market ETF
$26,184 Holding

Largest Purchases this Quarter

Vanguard Total Stock Market ETF
1,739 shares (about $477.95K)
Vanguard Total International Stock ETF
3,476 shares (about $215.86K)
Texas Instruments
257 shares (about $46.18K)
Campbell Soup Co Com
1,143 shares (about $45.63K)
Biogen
286 shares (about $39.14K)

Largest Sales this Quarter

Apple
6,989 shares (about $1.55M)
Vanguard Real Estate ETF
7,799 shares (about $706.12K)
Alphabet
2,858 shares (about $446.51K)
Abbott Laboratories
2,985 shares (about $395.96K)
Merck & Co., Inc.
3,989 shares (about $358.05K)

Sector Allocation Over Time

Map of 500 Largest Holdings ofRiverview Trust Co

 
 
Selling
 
 
Neutral
 
 
Buying
Issuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSector
iShares Core MSCI EAFE ETF stock logo
IEFA
iShares Core MSCI EAFE ETF
$11,811,991$8,170 -0.1%156,14011.7%ETF
Apple Inc. stock logo
AAPL
Apple
$5,203,173$1,552,467 -23.0%23,4245.1%Computer and Technology
Vanguard Large-Cap ETF stock logo
VV
Vanguard Large-Cap ETF
$4,536,3220.0%17,6494.5%ETF
Microsoft Co. stock logo
MSFT
Microsoft
$3,844,369$52,555 -1.3%10,2413.8%Computer and Technology
iShares Core U.S. Aggregate Bond ETF stock logo
AGG
iShares Core U.S. Aggregate Bond ETF
$2,554,0150.0%25,8192.5%Finance
Vanguard FTSE Developed Markets ETF stock logo
VEA
Vanguard FTSE Developed Markets ETF
$2,457,8340.0%48,3542.4%ETF
JPMorgan Chase & Co. stock logo
JPM
JPMorgan Chase & Co.
$1,927,567$338,759 -14.9%7,8581.9%Finance
NVIDIA Co. stock logo
NVDA
NVIDIA
$1,878,876$68,388 -3.5%17,3361.9%Computer and Technology
Amazon.com, Inc. stock logo
AMZN
Amazon.com
$1,635,856$203,959 -11.1%8,5981.6%Retail/Wholesale
Meta Platforms, Inc. stock logo
META
Meta Platforms
$1,524,472$218,440 -12.5%2,6451.5%Computer and Technology
Vanguard S&P 500 ETF stock logo
VOO
Vanguard S&P 500 ETF
$1,408,1130.0%2,7401.4%ETF
Broadcom Inc. stock logo
AVGO
Broadcom
$1,321,525$14,064 -1.1%7,8931.3%Computer and Technology
Vanguard Total Stock Market ETF stock logo
VTI
Vanguard Total Stock Market ETF
$1,303,566$477,947 57.9%4,7431.3%ETF
AbbVie Inc. stock logo
ABBV
AbbVie
$1,300,282$229,006 -15.0%6,2061.3%Medical
Alphabet Inc. stock logo
GOOG
Alphabet
$1,214,532$446,505 -26.9%7,7741.2%Computer and Technology
Abbott Laboratories stock logo
ABT
Abbott Laboratories
$1,208,972$395,960 -24.7%9,1141.2%Medical
KLA Co. stock logo
KLAC
KLA
$1,152,941$4,079 -0.4%1,6961.1%Computer and Technology
Deere & Company stock logo
DE
Deere & Company
$1,107,666$4,224 -0.4%2,3601.1%Industrials
Vanguard Real Estate ETF stock logo
VNQ
Vanguard Real Estate ETF
$1,104,406$706,121 -39.0%12,1981.1%ETF
Alphabet Inc. stock logo
GOOGL
Alphabet
$1,018,459$197,630 -16.3%6,5861.0%Computer and Technology
Merck & Co., Inc. stock logo
MRK
Merck & Co., Inc.
$956,483$358,053 -27.2%10,6560.9%Medical
Costco Wholesale Co. stock logo
COST
Costco Wholesale
$943,888$8,512 -0.9%9980.9%Retail/Wholesale
Vanguard Mid-Cap ETF stock logo
VO
Vanguard Mid-Cap ETF
$928,9630.0%3,5920.9%ETF
Vanguard Small-Cap ETF stock logo
VB
Vanguard Small-Cap ETF
$908,5100.0%4,0970.9%ETF
Berkshire Hathaway Inc. stock logo
BRK.B
Berkshire Hathaway
$896,332$19,173 -2.1%1,6830.9%Finance
Lowe's Companies, Inc. stock logo
LOW
Lowe's Companies
$885,341$2,332 -0.3%3,7960.9%Retail/Wholesale
Johnson & Johnson stock logo
JNJ
Johnson & Johnson
$839,482$152,075 -15.3%5,0620.8%Medical
Berkshire Hathaway Inc. stock logo
BRK.A
Berkshire Hathaway
$798,4420.0%10.8%Finance
Vanguard Tax-Exempt Bond ETF stock logo
VTEB
Vanguard Tax-Exempt Bond ETF
$770,3510.0%15,5250.8%ETF
Illinois Tool Works Inc. stock logo
ITW
Illinois Tool Works
$659,955$1,240 -0.2%2,6610.7%Industrials
Visa Inc. stock logo
V
Visa
$637,487$93,222 -12.8%1,8190.6%Business Services
Blackrock Inc.
$616,158$3,786 -0.6%6510.6%Com
The Procter & Gamble Company stock logo
PG
Procter & Gamble
$592,891$9,032 -1.5%3,4790.6%Consumer Staples
Cisco Systems, Inc. stock logo
CSCO
Cisco Systems
$569,028$9,380 -1.6%9,2210.6%Computer and Technology
McDonald's Co. stock logo
MCD
McDonald's
$536,652$9,683 -1.8%1,7180.5%Retail/Wholesale
Paychex, Inc. stock logo
PAYX
Paychex
$525,786$1,234 -0.2%3,4080.5%Business Services
Eli Lilly and Company stock logo
LLY
Eli Lilly and Company
$512,890$11,563 -2.2%6210.5%Medical
Intel Co. stock logo
INTC
Intel
$469,870$178,887 -27.6%20,6900.5%Computer and Technology
Tesla, Inc. stock logo
TSLA
Tesla
$465,192$13,476 -2.8%1,7950.5%Auto/Tires/Trucks
UnitedHealth Group Incorporated stock logo
UNH
UnitedHealth Group
$458,805$128,319 -21.9%8760.5%Medical
Capital One Financial Co. stock logo
COF
Capital One Financial
$454,705$1,076 -0.2%2,5360.4%Finance
Public Service Enterprise Group Incorporated stock logo
PEG
Public Service Enterprise Group
$453,885$1,070 -0.2%5,5150.4%Utilities
iShares Core MSCI International Developed Markets ETF stock logo
IDEV
iShares Core MSCI International Developed Markets ETF
$450,7470.0%6,5430.4%ETF
International Business Machines Co. stock logo
IBM
International Business Machines
$447,091$3,979 -0.9%1,7980.4%Computer and Technology
iShares Core S&P 500 ETF stock logo
IVV
iShares Core S&P 500 ETF
$441,092$11,238 -2.5%7850.4%ETF
Monster Beverage Co. stock logo
MNST
Monster Beverage
$417,950$241,688 -36.6%7,1420.4%Consumer Staples
Walmart Inc. stock logo
WMT
Walmart
$416,476$7,901 -1.9%4,7440.4%Retail/Wholesale
Pfizer Inc. stock logo
PFE
Pfizer
$415,931$134,961 -24.5%16,4140.4%Medical
Mastercard Incorporated stock logo
MA
Mastercard
$414,379$8,770 -2.1%7560.4%Business Services
ConocoPhillips stock logo
COP
ConocoPhillips
$409,8930.0%3,9030.4%Energy
Exxon Mobil Co. stock logo
XOM
Exxon Mobil
$402,697$11,417 -2.8%3,3860.4%Energy
Lockheed Martin Co. stock logo
LMT
Lockheed Martin
$398,465$2,680 -0.7%8920.4%Aerospace
Vanguard Total International Stock ETF stock logo
VXUS
Vanguard Total International Stock ETF
$385,952$215,860 126.9%6,2150.4%ETF
PepsiCo, Inc. stock logo
PEP
PepsiCo
$385,346$36,435 -8.6%2,5700.4%Consumer Staples
Vanguard U.S. Momentum Factor ETF stock logo
VFMO
Vanguard U.S. Momentum Factor ETF
$372,6000.0%2,4560.4%ETF
The Goldman Sachs Group, Inc. stock logo
GS
The Goldman Sachs Group
$357,820$4,370 -1.2%6550.4%Finance
AT&T Inc. stock logo
T
AT&T
$354,688$26,923 -7.1%12,5420.4%Computer and Technology
QUALCOMM Incorporated stock logo
QCOM
QUALCOMM
$351,6130.0%2,2890.3%Computer and Technology
Netflix, Inc. stock logo
NFLX
Netflix
$330,115$7,460 -2.2%3540.3%Consumer Discretionary
Seagate Technology Holdings plc stock logo
STX
Seagate Technology
$325,2740.0%3,8290.3%Computer and Technology
The Home Depot, Inc. stock logo
HD
Home Depot
$315,181$97,120 -23.6%8600.3%Retail/Wholesale
Amgen Inc. stock logo
AMGN
Amgen
$313,4190.0%1,0060.3%Medical
Chevron Co. stock logo
CVX
Chevron
$303,297$5,353 -1.7%1,8130.3%Energy
Royal Bank of Canada stock logo
RY
Royal Bank of Canada
$299,0460.0%2,6530.3%Finance
RTX Co. stock logo
RTX
RTX
$276,179$3,179 -1.1%2,0850.3%Aerospace
Marsh & McLennan Companies, Inc. stock logo
MMC
Marsh & McLennan Companies
$270,873$2,928 -1.1%1,1100.3%Finance
iShares Russell Mid-Cap ETF stock logo
IWR
iShares Russell Mid-Cap ETF
$270,5230.0%3,1800.3%ETF
Becton, Dickinson and Company stock logo
BDX
Becton, Dickinson and Company
$266,626$10,766 -3.9%1,1640.3%Medical
Comcast Co. stock logo
CMCSA
Comcast
$257,747$2,472 -1.0%6,9850.3%Consumer Discretionary
Novartis AG stock logo
NVS
Novartis
$255,958$163,541 -39.0%2,2960.3%Medical
Starbucks Co. stock logo
SBUX
Starbucks
$245,716$68,075 -21.7%2,5050.2%Retail/Wholesale
U.S. Bancorp stock logo
USB
U.S. Bancorp
$240,823$2,027 -0.8%5,7040.2%Finance
3M stock logo
MMM
3M
$239,969$1,762 -0.7%1,6340.2%Multi-Sector Conglomerates
Digital Realty Trust, Inc. stock logo
DLR
Digital Realty Trust
$238,721$1,146 -0.5%1,6660.2%Finance
Linde Plc ADR
$234,217$4,191 -1.8%5030.2%Com
Bristol-Myers Squibb stock logo
BMY
Bristol-Myers Squibb
$233,897$2,928 -1.2%3,8350.2%Medical
Unilever PLC stock logo
UL
Unilever
$229,2080.0%3,8490.2%Consumer Staples
Welltower Inc. stock logo
WELL
Welltower
$228,896$1,532 -0.7%1,4940.2%Finance
Boston Scientific Co. stock logo
BSX
Boston Scientific
$225,669$99,972 -30.7%2,2370.2%Medical
Verizon Communications Inc. stock logo
VZ
Verizon Communications
$223,716$3,674 -1.6%4,9320.2%Computer and Technology
T-Mobile US, Inc. stock logo
TMUS
T-Mobile US
$217,635$24,804 -10.2%8160.2%Computer and Technology
Bank America Corp Cnv Pfd L
$214,8150.0%1740.2%Pfd Stk
Intuitive Surgical, Inc. stock logo
ISRG
Intuitive Surgical
$205,537$2,972 -1.4%4150.2%Medical
DuPont de Nemours, Inc. stock logo
DD
DuPont de Nemours
$204,996$96,785 -32.1%2,7450.2%Basic Materials
FedEx Co. stock logo
FDX
FedEx
$203,312$731 -0.4%8340.2%Transportation
Salesforce, Inc. stock logo
CRM
Salesforce
$201,539$4,830 -2.3%7510.2%Computer and Technology
WFC.PL
Wells Fargo & Co. Pfd. Series L
$200,5340.0%1670.2%Finance
The Charles Schwab Co. stock logo
SCHW
Charles Schwab
$200,005$2,114 -1.0%2,5550.2%Finance
Booking Holdings Inc. stock logo
BKNG
Booking
$198,097$96,745 -32.8%430.2%Retail/Wholesale
The Progressive Co. stock logo
PGR
Progressive
$196,975$3,113 -1.6%6960.2%Finance
Motorola Solutions, Inc. stock logo
MSI
Motorola Solutions
$194,825$1,751 -0.9%4450.2%Computer and Technology
Fiserv, Inc. stock logo
FI
Fiserv
$193,668$2,650 -1.3%8770.2%Business Services
Shell plc stock logo
SHEL
Shell
$192,6530.0%2,6290.2%Energy
Intuit Inc. stock logo
INTU
Intuit
$192,179$4,298 -2.2%3130.2%Computer and Technology
Oracle Co. stock logo
ORCL
Oracle
$191,540$4,194 -2.1%1,3700.2%Computer and Technology
General Electric stock logo
GE
General Electric
$191,143$4,804 -2.5%9550.2%Transportation
Ameriprise Financial, Inc. stock logo
AMP
Ameriprise Financial
$188,803$968 -0.5%3900.2%Finance
NextEra Energy, Inc. stock logo
NEE
NextEra Energy
$183,960$1,063 -0.6%2,5950.2%Utilities
Spotify Technology S.A. stock logo
SPOT
Spotify Technology
$183,710$1,650 -0.9%3340.2%Business Services
Arch Capital Group Ltd. stock logo
ACGL
Arch Capital Group
$179,3760.0%1,8650.2%Finance

Showing largest 100 holdings. View all holdings.
SEC Filings and Trading Data