What is SEC Form 13F? Ultimate Guide to Institutional Equity Filings
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
CIK: 0001593600
Total reported value
$83.9M
$83.9M
821 檔
37.0%
According to the latest 13F quarterly dataset, Riverview Trust Co managed an equity portfolio of $83.9M at the end of Q3 2024, spanning 821 distinct U.S. exchange-listed positions.
During Q3 2024, Riverview Trust Co's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
Showing top 200 holdings (of 821 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 10.70% | -0.72% | -0.03% | |
| 2 | AAPL | Apple Inc | Stock-Tech | 6.23% | +0.04% | -0.26% | |
| 3 | VV | Vanguard Large-cap ETF | ETF-Other | 4.08% | +0.73% | — | |
| 4 | MSFT | Microsoft CORP | Stock-Tech | 3.94% | -0.11% | +2.52% | |
| 5 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 2.29% | -0.66% | — | |
| 6 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 2.24% | +0.28% | — | |
| 7 | NVDA | Nvidia CORP | Stock-Tech | 1.94% | +0.04% | +0.80% | |
| 8 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.71% | +0.10% | -1.20% | |
| 9 | VNQ | Vanguard Real Estate ETF | ETF-Other | 1.71% | — | — | |
| 10 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.58% | -0.05% | +5.05% | |
| 11 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.56% | -0.06% | -4.01% | |
| 12 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.54% | -0.01% | +1.33% | |
| 13 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 1.47% | +0.22% | +2.58% | |
| 14 | MRK | Merck & Co. Inc. | Stock-Healthcare | 1.46% | +0.01% | +0.33% | |
| 15 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 1.36% | +0.21% | +50.55% | |
| 16 | ABBV | Abbvie Inc | Stock-Healthcare | 1.27% | -0.08% | +0.41% | |
| 17 | ABT | Abbott Laboratories | Stock-Healthcare | 1.27% | -0.06% | -2.04% | |
| 18 | AVGO | Broadcom Inc | Stock-Tech | 1.21% | +0.30% | +879.98% | |
| 19 | KLAC | Kla CORP | Stock-Tech | 1.15% | +2.66% | -2.25% | |
| 20 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.14% | +0.06% | +1.39% | |
| 21 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 0.90% | -0.09% | +0.26% | |
| 22 | VB | Vanguard Small-cap ETF | ETF-Other | 0.89% | -0.14% | +29.36% | |
| 23 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.88% | — | -5.16% | |
| 24 | DE | Deere & Co | Stock-Industrials | 0.87% | +0.12% | +0.38% | |
| 25 | VXUS | Vanguard Total Intl Stock | ETF-Other | 0.84% | +0.05% | +22.64% | |
| 26 | VO | Vanguard Mid-cap ETF | ETF-Other | 0.83% | +0.12% | — | |
| 27 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.78% | -0.10% | +0.80% | |
| 28 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 0.70% | — | — | |
| 29 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.69% | +0.01% | -5.30% | |
| 30 | ITW | Illinois Tool Works | Stock-Industrials | 0.61% | — | +0.19% | |
| 31 | BRK-A | Berkshire Hathaway Inc-cl A | Stock-Other | 0.61% | — | — | |
| 32 | INTC | Intel CORP | Stock-Tech | 0.58% | +0.28% | -11.26% | |
| 33 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.56% | — | -0.73% | |
| 34 | PFE | Pfizer Inc | Stock-Healthcare | 0.55% | -0.01% | EXIT | |
| 35 | BLKCHF | Blackrock Inc | Stock-Other | 0.55% | — | +0.61% | |
| 36 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.53% | -0.01% | +1.15% | |
| 37 | MNST | Monster Beverage CORP | Stock-Consumer Staples | 0.52% | — | +0.17% | |
| 38 | V | Visa Inc-class A Shares | Stock-Financials | 0.50% | -0.03% | +4.63% | |
| 39 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.49% | — | +0.63% | |
| 40 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.48% | -0.07% | -4.61% | |
| 41 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.47% | -0.05% | -6.23% | |
| 42 | LMT | Lockheed Martin CORP | Stock-Industrials | 0.47% | -0.09% | -0.44% | |
| 43 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.44% | +0.01% | +4.02% | |
| 44 | CSCO | Cisco Systems Inc | Stock-Tech | 0.44% | +0.23% | +0.69% | |
| 45 | PEG | Public Service Enterprise Gp | Stock-Utilities | 0.43% | -0.02% | +0.24% | |
| 46 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.42% | +0.06% | -0.60% | |
| 47 | IDEV | Ishares Core Msci Dev Mkts | ETF-Other | 0.41% | -0.62% | EXIT | |
| 48 | PAYX | Paychex Inc | Stock-Tech | 0.40% | +0.01% | +0.23% | |
| 49 | HD | Home Depot Inc | Stock-Consumer Disc | 0.40% | — | +1.63% | |
| 50 | NVS | Novartis Ag-sponsored Adr | Stock-Healthcare | 0.38% | — | — |
According to official SEC Form 13F filings, Riverview Trust Co reported a total U.S. public equity portfolio value of $83.9M across 821 disclosed positions in Q3 2024.
During Q3 2024, Riverview Trust Co's top holdings by market value included IEFA (10.7%)、AAPL (6.2%)、VV (4.1%). The largest single position, IEFA, represented 10.7% of total portfolio value.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including IEFA, AAPL, VV) accounted for 37.0% of total reported equity market value during Q3 2024.
In Q3 2024, Riverview Trust Co made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
Best practices for analyzing 13F quarterly changes without getting misled by stock splits, options, or market valuation drift.
Learn how AlphaSMO's flagship signal detects high-conviction stocks where 13F hedge funds and corporate insiders buy at the same time.