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CIK: 0001593600
Total reported value
$83.9M
$83.9M
594 檔
33.3%
According to the latest 13F quarterly dataset, Riverview Trust Co managed an equity portfolio of $83.9M at the end of Q1 2025, spanning 594 distinct U.S. exchange-listed positions.
In Q1 2025, Riverview Trust Co displayed an active expansion posture, initiating 50 new positions and adding to 0 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 594 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 11.66% | -0.72% | -0.07% | |
| 2 | AAPL | Apple Inc | Stock-Tech | 5.14% | +0.04% | -22.98% | |
| 3 | VV | Vanguard Large-cap ETF | ETF-Other | 4.48% | +0.73% | — | |
| 4 | MSFT | Microsoft CORP | Stock-Tech | 3.79% | -0.11% | -1.35% | |
| 5 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 2.52% | -0.66% | — | |
| 6 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 2.43% | +0.28% | — | |
| 7 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.90% | +0.10% | -14.95% | |
| 8 | NVDA | Nvidia CORP | Stock-Tech | 1.85% | +0.04% | -3.51% | |
| 9 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.61% | -0.05% | -11.09% | |
| 10 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.50% | -0.01% | -12.53% | |
| 11 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 1.39% | +0.22% | — | |
| 12 | AVGO | Broadcom Inc | Stock-Tech | 1.30% | +0.30% | -1.05% | |
| 13 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 1.29% | +0.21% | +57.89% | |
| 14 | ABBV | Abbvie Inc | Stock-Healthcare | 1.28% | -0.08% | -14.97% | |
| 15 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.20% | -0.06% | -26.88% | |
| 16 | ABT | Abbott Laboratories | Stock-Healthcare | 1.19% | -0.06% | -24.67% | |
| 17 | KLAC | Kla CORP | Stock-Tech | 1.14% | +2.66% | -0.35% | |
| 18 | DE | Deere & Co | Stock-Industrials | 1.09% | +0.12% | -0.38% | |
| 19 | VNQ | Vanguard Real Estate ETF | ETF-Other | 1.09% | — | -39.00% | |
| 20 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.01% | +0.06% | -16.25% | |
| 21 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.94% | +0.01% | -27.24% | |
| 22 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.93% | -0.10% | -0.89% | |
| 23 | VO | Vanguard Mid-cap ETF | ETF-Other | 0.92% | +0.12% | — | |
| 24 | VB | Vanguard Small-cap ETF | ETF-Other | 0.90% | -0.14% | — | |
| 25 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.88% | +0.01% | -2.09% | |
| 26 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 0.87% | -0.09% | -0.26% | |
| 27 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.83% | — | -15.34% | |
| 28 | BRK-A | Berkshire Hathaway Inc-cl A | Stock-Other | 0.79% | — | — | |
| 29 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 0.76% | — | — | |
| 30 | ITW | Illinois Tool Works | Stock-Industrials | 0.65% | — | -0.19% | |
| 31 | V | Visa Inc-class A Shares | Stock-Financials | 0.63% | -0.03% | -12.76% | |
| 32 | BLK | Blackrock Inc | Stock-Financials | 0.61% | -0.02% | -0.61% | |
| 33 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.59% | -0.01% | -1.50% | |
| 34 | CSCO | Cisco Systems Inc | Stock-Tech | 0.56% | +0.23% | -1.62% | |
| 35 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.53% | -0.05% | -1.77% | |
| 36 | PAYX | Paychex Inc | Stock-Tech | 0.52% | +0.01% | -0.23% | |
| 37 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.51% | — | -2.20% | |
| 38 | INTC | Intel CORP | Stock-Tech | 0.46% | +0.28% | -27.57% | |
| 39 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.46% | +0.01% | -2.82% | |
| 40 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.45% | — | -21.86% | |
| 41 | COF | Capital One Financial CORP | Stock-Financials | 0.45% | +0.03% | -0.24% | |
| 42 | PEG | Public Service Enterprise Gp | Stock-Utilities | 0.45% | -0.02% | -0.24% | |
| 43 | IDEV | Ishares Core Msci Dev Mkts | ETF-Other | 0.44% | -0.62% | EXIT | |
| 44 | IBM | Intl Business Machines CORP | Stock-Tech | 0.44% | +0.02% | -0.88% | |
| 45 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.44% | +0.06% | -2.48% | |
| 46 | MNST | Monster Beverage CORP | Stock-Consumer Staples | 0.41% | — | -36.64% | |
| 47 | WMT | Walmart Inc | Stock-Consumer Staples | 0.41% | -0.06% | -1.86% | |
| 48 | PFE | Pfizer Inc | Stock-Healthcare | 0.41% | -0.01% | EXIT | |
| 49 | MA | Mastercard Inc - A | Stock-Financials | 0.41% | — | -2.07% | |
| 50 | COP | Conocophillips | Stock-Energy | 0.40% | -0.09% | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | IEFA | Ishares Core Msci Eafe ETF | — | NEW | New buy |
| 2 | AAPL | Apple Inc | — | NEW | New buy |
| 3 | VV | Vanguard Large-cap ETF | — | NEW | New buy |
| 4 | MSFT | Microsoft CORP | — | NEW | New buy |
| 5 | AGG | Ishares Core U.s. Aggregate | — | NEW | New buy |
| 6 | VEA | Vanguard Ftse Developed ETF | — | NEW | New buy |
| 7 | JPM | Jpmorgan Chase & Co | — | NEW | New buy |
| 8 | NVDA | Nvidia CORP | — | NEW | New buy |
| 9 | AMZN | Amazon.com Inc | — | NEW | New buy |
| 10 | META | Meta Platforms Inc-class A | — | NEW | New buy |
| 11 | VOO | Vanguard S&p 500 ETF | — | NEW | New buy |
| 12 | AVGO | Broadcom Inc | — | NEW | New buy |
| 13 | VTI | Vanguard Total Stock Mkt ETF | — | NEW | New buy |
| 14 | ABBV | Abbvie Inc | — | NEW | New buy |
| 15 | GOOG | Alphabet Inc-cl C | — | NEW | New buy |
| 16 | ABT | Abbott Laboratories | — | NEW | New buy |
| 17 | KLAC | Kla CORP | — | NEW | New buy |
| 18 | DE | Deere & Co | — | NEW | New buy |
| 19 | VNQ | Vanguard Real Estate ETF | — | NEW | New buy |
| 20 | GOOGL | Alphabet Inc-cl A | — | NEW | New buy |
| 21 | MRK | Merck & Co. Inc. | — | NEW | New buy |
| 22 | COST | Costco Wholesale CORP | — | NEW | New buy |
| 23 | VO | Vanguard Mid-cap ETF | — | NEW | New buy |
| 24 | VB | Vanguard Small-cap ETF | — | NEW | New buy |
| 25 | BRK-B | Berkshire Hathaway Inc-cl B | — | NEW | New buy |
| 26 | LOW | Lowe's Cos Inc | — | NEW | New buy |
| 27 | JNJ | Johnson & Johnson | — | NEW | New buy |
| 28 | BRK-A | Berkshire Hathaway Inc-cl A | — | NEW | New buy |
| 29 | VTEB | Vanguard Tax-exempt Bond ETF | — | NEW | New buy |
| 30 | ITW | Illinois Tool Works | — | NEW | New buy |
| 31 | V | Visa Inc-class A Shares | — | NEW | New buy |
| 32 | BLK | Blackrock Inc | — | NEW | New buy |
| 33 | PG | Procter & Gamble Co/the | — | NEW | New buy |
| 34 | CSCO | Cisco Systems Inc | — | NEW | New buy |
| 35 | MCD | Mcdonald's CORP | — | NEW | New buy |
| 36 | PAYX | Paychex Inc | — | NEW | New buy |
| 37 | LLY | Eli Lilly & Co | — | NEW | New buy |
| 38 | INTC | Intel CORP | — | NEW | New buy |
| 39 | TSLA | Tesla Inc | — | NEW | New buy |
| 40 | UNH | Unitedhealth Group Inc | — | NEW | New buy |
| 41 | COF | Capital One Financial CORP | — | NEW | New buy |
| 42 | PEG | Public Service Enterprise Gp | — | NEW | New buy |
| 43 | IDEV | Ishares Core Msci Dev Mkts | — | NEW | New buy |
| 44 | IBM | Intl Business Machines CORP | — | NEW | New buy |
| 45 | IVV | Ishares Core S&p 500 ETF | — | NEW | New buy |
| 46 | MNST | Monster Beverage CORP | — | NEW | New buy |
| 47 | WMT | Walmart Inc | — | NEW | New buy |
| 48 | PFE | Pfizer Inc | — | NEW | New buy |
| 49 | MA | Mastercard Inc - A | — | NEW | New buy |
| 50 | COP | Conocophillips | — | NEW | New buy |
According to official SEC Form 13F filings, Riverview Trust Co reported a total U.S. public equity portfolio value of $83.9M across 594 disclosed positions in Q1 2025.
During Q1 2025, Riverview Trust Co's top holdings by market value included IEFA (11.7%)、AAPL (5.1%)、VV (4.5%). The largest single position, IEFA, represented 11.7% 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 33.3% of total reported equity market value during Q1 2025.
Top New Position Initiated
IEFA
市值: $11.8M
In Q1 2025, Riverview Trust Co made 50 total portfolio adjustments, initiating 50 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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