Free Trial

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

About Riverview Trust Co

Investment Activity

  • Riverview Trust Co has $109.99 million in total holdings as of December 31, 2024.
  • Riverview Trust Co owns shares of 820 different stocks, but just 99 companies or ETFs make up 80% of its holdings.
  • Approximately 5.62% of the portfolio was purchased this quarter.
  • About 4.78% of the portfolio was sold this quarter.
  • This quarter, Riverview Trust Co has purchased 624 new stocks and bought additional shares in 249 stocks.
  • Riverview Trust Co sold shares of 95 stocks and completely divested from 58 stocks this quarter.

Largest Holdings

Apple
$7,616,023
Microsoft
$4,375,592

Largest New Holdings this Quarter

Blackrock Inc.
$671,447 Holding
Arista Networks Inc Com
$99,477 Holding
Lam Research Corp
$78,731 Holding

Largest Purchases this Quarter

Broadcom
7,163 shares (about $1.66M)
Blackrock Inc.
655 shares (about $671.45K)
Vanguard U.S. Momentum Factor ETF
2,456 shares (about $403.69K)
Vanguard Small-Cap ETF
800 shares (about $192.22K)

Largest Sales this Quarter

Vanguard Total International Stock ETF
9,358 shares (about $551.47K)
Vanguard S&P 500 ETF
365 shares (about $196.67K)
Vanguard Total Stock Market ETF
634 shares (about $183.74K)
Abbott Laboratories
824 shares (about $93.20K)
Alphabet
484 shares (about $92.17K)

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
$10,981,109$3,795 0.0%156,24810.0%ETF
Apple Inc. stock logo
AAPL
Apple
$7,616,023$39,066 -0.5%30,4136.9%Computer and Technology
Vanguard Large-Cap ETF stock logo
VV
Vanguard Large-Cap ETF
$4,759,9350.0%17,6494.3%ETF
Microsoft Co. stock logo
MSFT
Microsoft
$4,375,592$78,399 1.8%10,3814.0%Computer and Technology
iShares Core U.S. Aggregate Bond ETF stock logo
AGG
iShares Core U.S. Aggregate Bond ETF
$2,501,8610.0%25,8192.3%Finance
NVIDIA Co. stock logo
NVDA
NVIDIA
$2,412,788$16,518 -0.7%17,9672.2%Computer and Technology
Vanguard FTSE Developed Markets ETF stock logo
VEA
Vanguard FTSE Developed Markets ETF
$2,312,2880.0%48,3542.1%ETF
JPMorgan Chase & Co. stock logo
JPM
JPMorgan Chase & Co.
$2,214,681$31,881 -1.4%9,2392.0%Finance
Amazon.com, Inc. stock logo
AMZN
Amazon.com
$2,121,501$102,894 5.1%9,6701.9%Retail/Wholesale
Alphabet Inc. stock logo
GOOG
Alphabet
$2,024,758$92,173 -4.4%10,6321.8%Computer and Technology
Broadcom Inc. stock logo
AVGO
Broadcom
$1,849,388$1,660,670 880.0%7,9771.7%Computer and Technology
Vanguard Real Estate ETF stock logo
VNQ
Vanguard Real Estate ETF
$1,781,333$267 0.0%19,9971.6%ETF
Meta Platforms, Inc. stock logo
META
Meta Platforms
$1,770,583$3,513 0.2%3,0241.6%Computer and Technology
Alphabet Inc. stock logo
GOOGL
Alphabet
$1,488,655$20,066 1.4%7,8641.4%Computer and Technology
Vanguard S&P 500 ETF stock logo
VOO
Vanguard S&P 500 ETF
$1,476,339$196,666 -11.8%2,7401.3%ETF
Merck & Co., Inc. stock logo
MRK
Merck & Co., Inc.
$1,456,885$5,471 0.4%14,6451.3%Medical
Abbott Laboratories stock logo
ABT
Abbott Laboratories
$1,368,518$93,203 -6.4%12,0991.2%Medical
AbbVie Inc. stock logo
ABBV
AbbVie
$1,297,033$2,666 -0.2%7,2991.2%Medical
KLA Co. stock logo
KLAC
KLA
$1,072,464$22,054 -2.0%1,7021.0%Computer and Technology
Deere & Company stock logo
DE
Deere & Company
$1,003,745$3,813 0.4%2,3690.9%Industrial Products
Vanguard Small-Cap ETF stock logo
VB
Vanguard Small-Cap ETF
$984,427$192,224 24.3%4,0970.9%ETF
Vanguard Mid-Cap ETF stock logo
VO
Vanguard Mid-Cap ETF
$948,7550.0%3,5920.9%ETF
Lowe's Companies, Inc. stock logo
LOW
Lowe's Companies
$939,321$2,468 0.3%3,8060.9%Retail/Wholesale
Costco Wholesale Co. stock logo
COST
Costco Wholesale
$922,684$8,246 0.9%1,0070.8%Retail/Wholesale
Vanguard Total Stock Market ETF stock logo
VTI
Vanguard Total Stock Market ETF
$870,589$183,739 -17.4%3,0040.8%ETF
Johnson & Johnson stock logo
JNJ
Johnson & Johnson
$864,683$83,301 -8.8%5,9790.8%Medical
Berkshire Hathaway Inc. stock logo
BRK.B
Berkshire Hathaway
$779,188$41,702 -5.1%1,7190.7%Finance
Vanguard Tax-Exempt Bond ETF stock logo
VTEB
Vanguard Tax-Exempt Bond ETF
$778,2680.0%15,5250.7%ETF
Tesla, Inc. stock logo
TSLA
Tesla
$745,892$6,865 -0.9%1,8470.7%Auto/Tires/Trucks
Berkshire Hathaway Inc. stock logo
BRK.A
Berkshire Hathaway
$680,9200.0%10.6%Finance
Illinois Tool Works Inc. stock logo
ITW
Illinois Tool Works
$675,991$1,268 0.2%2,6660.6%Industrial Products
Blackrock Inc.
$671,447$671,447 New Holding6550.6%Com
Visa Inc. stock logo
V
Visa
$658,943$31,288 5.0%2,0850.6%Business Services
Monster Beverage Co. stock logo
MNST
Monster Beverage
$592,457$1,787 0.3%11,2720.5%Consumer Staples
The Procter & Gamble Company stock logo
PG
Procter & Gamble
$592,140$8,885 1.5%3,5320.5%Consumer Staples
Pfizer Inc. stock logo
PFE
Pfizer
$576,762$27 0.0%21,7400.5%Medical
Intel Co. stock logo
INTC
Intel
$572,768$59,929 -9.5%28,5670.5%Computer and Technology
UnitedHealth Group Incorporated stock logo
UNH
UnitedHealth Group
$567,069$12,646 2.3%1,1210.5%Medical
Cisco Systems, Inc. stock logo
CSCO
Cisco Systems
$554,882$3,789 0.7%9,3730.5%Computer and Technology
McDonald's Co. stock logo
MCD
McDonald's
$507,018$32,468 -6.0%1,7490.5%Retail/Wholesale
Eli Lilly and Company stock logo
LLY
Eli Lilly and Company
$490,220$2,316 0.5%6350.4%Medical
Paychex, Inc. stock logo
PAYX
Paychex
$478,992$1,122 0.2%3,4160.4%Business Services
iShares Core S&P 500 ETF stock logo
IVV
iShares Core S&P 500 ETF
$473,887$14,717 -3.0%8050.4%ETF
Public Service Enterprise Group Incorporated stock logo
PEG
Public Service Enterprise Group
$467,061$1,098 0.2%5,5280.4%Utilities
Capital One Financial Co. stock logo
COF
Capital One Financial
$453,289$1,070 0.2%2,5420.4%Finance
The Home Depot, Inc. stock logo
HD
Home Depot
$437,614$7,780 1.8%1,1250.4%Retail/Wholesale
Walmart Inc. stock logo
WMT
Walmart
$436,752$10,661 2.5%4,8340.4%Retail/Wholesale
Lockheed Martin Co. stock logo
LMT
Lockheed Martin
$436,374$6,803 -1.5%8980.4%Aerospace
PepsiCo, Inc. stock logo
PEP
PepsiCo
$427,745$80,288 -15.8%2,8130.4%Consumer Staples
iShares Core MSCI International Developed Markets ETF stock logo
IDEV
iShares Core MSCI International Developed Markets ETF
$421,827$421,827 New Holding6,5430.4%ETF
Mastercard Incorporated stock logo
MA
Mastercard
$406,512$8,425 2.1%7720.4%Business Services
Vanguard U.S. Momentum Factor ETF stock logo
VFMO
Vanguard U.S. Momentum Factor ETF
$403,693$403,693 New Holding2,4560.4%ETF
International Business Machines Co. stock logo
IBM
International Business Machines
$398,772$20,664 -4.9%1,8140.4%Computer and Technology
ConocoPhillips stock logo
COP
ConocoPhillips
$387,061$24,198 6.7%3,9030.4%Oils/Energy
The Goldman Sachs Group, Inc. stock logo
GS
The Goldman Sachs Group
$379,647$29,204 8.3%6630.3%Finance
Exxon Mobil Co. stock logo
XOM
Exxon Mobil
$374,559$10,327 2.8%3,4820.3%Oils/Energy
Novartis AG stock logo
NVS
Novartis
$366,1780.0%3,7630.3%Medical
QUALCOMM Incorporated stock logo
QCOM
QUALCOMM
$351,6360.0%2,2890.3%Computer and Technology
Seagate Technology Holdings plc stock logo
STX
Seagate Technology
$330,4810.0%3,8290.3%Computer and Technology
Target Co. stock logo
TGT
Target
$325,2430.0%2,4060.3%Retail/Wholesale
Netflix, Inc. stock logo
NFLX
Netflix
$322,658$19,609 6.5%3620.3%Consumer Discretionary
Royal Bank of Canada stock logo
RY
Royal Bank of Canada
$319,7130.0%2,6530.3%Finance
Booking Holdings Inc. stock logo
BKNG
Booking
$317,979$4,968 -1.5%640.3%Retail/Wholesale
DuPont de Nemours, Inc. stock logo
DD
DuPont de Nemours
$308,126$3,431 -1.1%4,0410.3%Basic Materials
AT&T Inc. stock logo
T
AT&T
$307,258$2,869 0.9%13,4940.3%Computer and Technology
Digital Realty Trust, Inc. stock logo
DLR
Digital Realty Trust
$296,850$1,419 0.5%1,6740.3%Finance
Starbucks Co. stock logo
SBUX
Starbucks
$291,909$9,581 3.4%3,1990.3%Retail/Wholesale
Boston Scientific Co. stock logo
BSX
Boston Scientific
$288,325$2,412 0.8%3,2280.3%Medical
iShares Russell Mid-Cap ETF stock logo
IWR
iShares Russell Mid-Cap ETF
$281,112$10,166 -3.5%3,1800.3%ETF
U.S. Bancorp stock logo
USB
U.S. Bancorp
$275,118$26,593 -8.8%5,7520.3%Finance
Becton, Dickinson and Company stock logo
BDX
Becton, Dickinson and Company
$274,740$10,436 -3.7%1,2110.2%Medical
Chevron Co. stock logo
CVX
Chevron
$267,230$26,940 -9.2%1,8450.2%Oils/Energy
Comcast Co. stock logo
CMCSA
Comcast
$264,662$3,640 -1.4%7,0520.2%Consumer Discretionary
Amgen Inc. stock logo
AMGN
Amgen
$262,2040.0%1,0060.2%Medical
Salesforce, Inc. stock logo
CRM
Salesforce
$257,100$34,436 15.5%7690.2%Computer and Technology
RTX Co. stock logo
RTX
RTX
$244,053$31,129 14.6%2,1090.2%Aerospace
Marsh & McLennan Companies, Inc. stock logo
MMC
Marsh & McLennan Companies
$238,324$2,549 1.1%1,1220.2%Finance
FedEx Co. stock logo
FDX
FedEx
$235,473$27,570 13.3%8370.2%Transportation
Oracle Co. stock logo
ORCL
Oracle
$233,296$4,999 2.2%1,4000.2%Computer and Technology
Corteva, Inc. stock logo
CTVA
Corteva
$231,713$16,803 7.8%4,0680.2%Consumer Staples
The PNC Financial Services Group, Inc. stock logo
PNC
The PNC Financial Services Group
$228,141$2,314 1.0%1,1830.2%Finance
Intuitive Surgical, Inc. stock logo
ISRG
Intuitive Surgical
$219,745$18,791 -7.9%4210.2%Medical
Bristol-Myers Squibb stock logo
BMY
Bristol-Myers Squibb
$219,622$42,590 -16.2%3,8830.2%Medical
Unilever PLC stock logo
UL
Unilever
$218,2380.0%3,8490.2%Consumer Staples
Linde Plc ADR
$214,359$5,024 -2.3%5120.2%Com
3M stock logo
MMM
3M
$212,482$1,549 0.7%1,6460.2%Multi-Sector Conglomerates
Bank America Corp Cnv Pfd L
$212,1500.0%1740.2%Pfd Stk
Ameriprise Financial, Inc. stock logo
AMP
Ameriprise Financial
$208,713$1,065 0.5%3920.2%Finance
Adobe Inc. stock logo
ADBE
Adobe
$208,110$3,113 -1.5%4680.2%Computer and Technology
Motorola Solutions, Inc. stock logo
MSI
Motorola Solutions
$207,541$1,849 0.9%4490.2%Computer and Technology
Eaton Co. plc stock logo
ETN
Eaton
$203,436$20,244 11.1%6130.2%Industrial Products
Intuit Inc. stock logo
INTU
Intuit
$201,120$4,400 2.2%3200.2%Computer and Technology
T-Mobile US, Inc. stock logo
TMUS
T-Mobile US
$200,643$18,762 10.3%9090.2%Computer and Technology
Verizon Communications Inc. stock logo
VZ
Verizon Communications
$200,470$79,580 -28.4%5,0130.2%Computer and Technology
WFC.PL
Wells Fargo & Co. Pfd. Series L
$199,4500.0%1670.2%Finance
The Charles Schwab Co. stock logo
SCHW
Charles Schwab
$191,094$1,998 1.1%2,5820.2%Finance
CME Group Inc. stock logo
CME
CME Group
$190,429$35,531 -15.7%8200.2%Finance
Welltower Inc. stock logo
WELL
Welltower
$189,549$9,830 -4.9%1,5040.2%Finance
NextEra Energy, Inc. stock logo
NEE
NextEra Energy
$187,111$1,075 0.6%2,6100.2%Utilities
Fiserv, Inc. stock logo
FI
Fiserv
$182,618$18,693 -9.3%8890.2%Business Services

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