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CIK: 0001593600
Total reported value
$83.9M
$83.9M
820 檔
36.0%
As reported in its official Q4 2024 Form 13F filing, Riverview Trust Co's tracked investment portfolio stood at $83.9M with 820 total positions.
During Q4 2024, Riverview Trust Co's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
In terms of portfolio concentration, the top 5 core holdings (including IEFA, AAPL, VV) accounted for 36.0% of total reported equity market value during Q4 2024.
Showing top 200 holdings (of 820 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 9.98% | -0.72% | — | |
| 2 | AAPL | Apple Inc | Stock-Tech | 6.92% | +0.04% | -0.25% | |
| 3 | VV | Vanguard Large-cap ETF | ETF-Other | 4.33% | +0.73% | — | |
| 4 | MSFT | Microsoft CORP | Stock-Tech | 3.98% | -0.11% | -0.68% | |
| 5 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 2.27% | -0.66% | — | |
| 6 | NVDA | Nvidia CORP | Stock-Tech | 2.19% | +0.04% | -1.47% | |
| 7 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 2.10% | +0.28% | — | |
| 8 | JPM | Jpmorgan Chase & Co | Stock-Financials | 2.01% | +0.10% | -0.23% | |
| 9 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.93% | -0.05% | +0.04% | |
| 10 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.84% | -0.06% | -0.36% | |
| 11 | AVGO | Broadcom Inc | Stock-Tech | 1.68% | +0.30% | — | |
| 12 | VNQ | Vanguard Real Estate ETF | ETF-Other | 1.62% | — | -0.01% | |
| 13 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.61% | -0.01% | -1.11% | |
| 14 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.35% | +0.06% | -0.03% | |
| 15 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 1.34% | +0.22% | -13.97% | |
| 16 | MRK | Merck & Co. Inc. | Stock-Healthcare | 1.32% | +0.01% | +0.05% | |
| 17 | ABT | Abbott Laboratories | Stock-Healthcare | 1.24% | -0.06% | -4.42% | |
| 18 | ABBV | Abbvie Inc | Stock-Healthcare | 1.18% | -0.08% | -0.61% | |
| 19 | KLAC | Kla CORP | Stock-Tech | 0.98% | +2.66% | +0.24% | |
| 20 | DE | Deere & Co | Stock-Industrials | 0.91% | +0.12% | — | |
| 21 | VB | Vanguard Small-cap ETF | ETF-Other | 0.90% | -0.14% | -3.94% | |
| 22 | VO | Vanguard Mid-cap ETF | ETF-Other | 0.86% | +0.12% | — | |
| 23 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 0.85% | -0.09% | — | |
| 24 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.84% | -0.10% | +0.10% | |
| 25 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.79% | +0.21% | -45.15% | |
| 26 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.79% | — | -3.83% | |
| 27 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.71% | +0.01% | +0.23% | |
| 28 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 0.71% | — | — | |
| 29 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.68% | +0.01% | -4.74% | |
| 30 | BRK-A | Berkshire Hathaway Inc-cl A | Stock-Other | 0.62% | — | — | |
| 31 | ITW | Illinois Tool Works | Stock-Industrials | 0.61% | — | — | |
| 32 | BLK | Blackrock Inc | Stock-Financials | 0.61% | -0.02% | — | |
| 33 | V | Visa Inc-class A Shares | Stock-Financials | 0.60% | -0.03% | +0.34% | |
| 34 | MNST | Monster Beverage CORP | Stock-Consumer Staples | 0.54% | — | +0.13% | |
| 35 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.54% | -0.01% | +0.37% | |
| 36 | PFE | Pfizer Inc | Stock-Healthcare | 0.52% | -0.01% | EXIT | |
| 37 | INTC | Intel CORP | Stock-Tech | 0.52% | +0.28% | +2.02% | |
| 38 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.52% | — | +3.03% | |
| 39 | CSCO | Cisco Systems Inc | Stock-Tech | 0.50% | +0.23% | — | |
| 40 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.46% | -0.05% | +0.23% | |
| 41 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.45% | — | -0.16% | |
| 42 | PAYX | Paychex Inc | Stock-Tech | 0.44% | +0.01% | — | |
| 43 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.43% | +0.06% | -2.42% | |
| 44 | PEG | Public Service Enterprise Gp | Stock-Utilities | 0.42% | -0.02% | — | |
| 45 | COF | Capital One Financial CORP | Stock-Financials | 0.41% | +0.03% | — | |
| 46 | HD | Home Depot Inc | Stock-Consumer Disc | 0.40% | — | +0.18% | |
| 47 | WMT | Walmart Inc | Stock-Consumer Staples | 0.40% | -0.06% | +0.31% | |
| 48 | LMT | Lockheed Martin CORP | Stock-Industrials | 0.40% | -0.09% | -1.10% | |
| 49 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.39% | -0.07% | -11.74% | |
| 50 | IDEV | Ishares Core Msci Dev Mkts | ETF-Other | 0.38% | -0.62% | EXIT |
According to official SEC Form 13F filings, Riverview Trust Co reported a total U.S. public equity portfolio value of $83.9M across 820 disclosed positions in Q4 2024.
During Q4 2024, Riverview Trust Co's top holdings by market value included IEFA (10.0%)、AAPL (6.9%)、VV (4.3%). The largest single position, IEFA, represented 10.0% of total portfolio value.
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In Q4 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.
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