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CIK: 0001593600
Total reported value
$83.9M
$83.9M
205 檔
50.7%
As reported in its official Q3 2025 Form 13F filing, Riverview Trust Co's tracked investment portfolio stood at $83.9M with 205 total positions.
In Q3 2025, Riverview Trust Co adopted a defensive or profit-taking posture, trimming 33 positions and completely liquidating 12 holdings to manage risk exposure.
In terms of portfolio concentration, the top 5 core holdings (including FMUN, IEFA, VV) accounted for 50.7% of total reported equity market value during Q3 2025.
Showing top 200 holdings (of 205 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | FMUN | Fidelity System Muni Bnd ETF | ETF-Other | 21.80% | -4.09% | -6.53% | |
| 2 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 16.37% | -0.72% | +0.28% | |
| 3 | VV | Vanguard Large-cap ETF | ETF-Other | 6.56% | +0.73% | — | |
| 4 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 3.50% | +0.28% | — | |
| 5 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 3.13% | -0.66% | — | |
| 6 | MSFT | Microsoft CORP | Stock-Tech | 2.93% | -0.11% | — | |
| 7 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 2.03% | +0.22% | — | |
| 8 | KLAC | Kla CORP | Stock-Tech | 1.94% | +2.66% | — | |
| 9 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 1.83% | +0.21% | -2.93% | |
| 10 | AVGO | Broadcom Inc | Stock-Tech | 1.74% | +0.30% | — | |
| 11 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.50% | +0.10% | — | |
| 12 | VO | Vanguard Mid-cap ETF | ETF-Other | 1.27% | +0.12% | — | |
| 13 | VB | Vanguard Small-cap ETF | ETF-Other | 1.26% | -0.14% | -0.27% | |
| 14 | AAPL | Apple Inc | Stock-Tech | 1.12% | +0.04% | -0.27% | |
| 15 | DE | Deere & Co | Stock-Industrials | 1.10% | +0.12% | — | |
| 16 | STX | Seagate Technology Holdings plc | Stock-Tech | 1.09% | +2.55% | — | |
| 17 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 0.94% | — | — | |
| 18 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 0.91% | -0.09% | — | |
| 19 | BRK-A | Berkshire Hathaway Inc-cl A | Stock-Other | 0.91% | — | — | |
| 20 | ABBV | Abbvie Inc | Stock-Healthcare | 0.89% | -0.08% | — | |
| 21 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.89% | -0.10% | — | |
| 22 | BLK | Blackrock Inc | Stock-Financials | 0.84% | -0.02% | — | |
| 23 | ITW | Illinois Tool Works | Stock-Industrials | 0.67% | — | — | |
| 24 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.65% | — | — | |
| 25 | VXUS | Vanguard Total Intl Stock | ETF-Other | 0.64% | +0.05% | +16.48% | |
| 26 | IDEV | Ishares Core Msci Dev Mkts | ETF-Other | 0.63% | -0.62% | EXIT | |
| 27 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.62% | +0.06% | — | |
| 28 | COF | Capital One Financial CORP | Stock-Financials | 0.57% | +0.03% | — | |
| 29 | PEG | Public Service Enterprise Gp | Stock-Utilities | 0.56% | -0.02% | — | |
| 30 | ABT | Abbott Laboratories | Stock-Healthcare | 0.53% | -0.06% | — | |
| 31 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.52% | -0.01% | — | |
| 32 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.50% | -0.01% | — | |
| 33 | PAYX | Paychex Inc | Stock-Tech | 0.50% | +0.01% | — | |
| 34 | VFMO | Vanguard US Momentum Factor | ETF-Other | 0.49% | -0.52% | EXIT | |
| 35 | RY | Royal Bank Of Canada | Stock-Financials | 0.47% | +0.12% | — | |
| 36 | NVDA | Nvidia CORP | Stock-Tech | 0.44% | +0.04% | — | |
| 37 | CSCO | Cisco Systems Inc | Stock-Tech | 0.42% | +0.23% | — | |
| 38 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.41% | -0.07% | — | |
| 39 | LMT | Lockheed Martin CORP | Stock-Industrials | 0.39% | -0.09% | — | |
| 40 | IWR | Ishares Russell Mid-cap ETF | ETF-Other | 0.37% | +0.04% | — | |
| 41 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.37% | -0.06% | — | |
| 42 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.37% | -0.05% | — | |
| 43 | ORCL | Oracle CORP | Stock-Tech | 0.37% | -0.01% | — | |
| 44 | QCOM | Qualcomm Inc | Stock-Tech | 0.34% | -0.15% | — | |
| 45 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.34% | +0.01% | — | |
| 46 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.33% | -0.05% | -25.87% | |
| 47 | CVX | Chevron CORP | Stock-Energy | 0.28% | -0.12% | — | |
| 48 | USB | US Bancorp | Stock-Financials | 0.28% | +0.03% | — | |
| 49 | T | At&t Inc | Stock-Comm Services | 0.28% | -0.09% | — | |
| 50 | COP | Conocophillips | Stock-Energy | 0.27% | -0.09% | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | IEFA | Ishares Core Msci Eafe ETF | +4.7% | +0.28% | Trim |
| 2 | VV | Vanguard Large-cap ETF | +2.1% | — | Unchanged |
| 3 | VEA | Vanguard Ftse Developed ETF | +1.1% | — | Unchanged |
| 4 | KLAC | Kla CORP | +0.8% | — | Trim |
| 5 | STX | Seagate Technology Holdings plc | +0.8% | — | Unchanged |
| 6 | VOO | Vanguard S&p 500 ETF | +0.6% | — | Unchanged |
| 7 | VTI | Vanguard Total Stock Mkt ETF | +0.5% | -2.93% | Trim |
| 8 | DE | Deere & Co | 0% | — | Trim |
| 9 | COST | Costco Wholesale CORP | 0% | — | Trim |
| 10 | CSCO | Cisco Systems Inc | -0.1% | — | Trim |
| 11 | IBM | Intl Business Machines CORP | -0.2% | — | Trim |
| 12 | MRSH | Marsh & Mclennan Cos | -0.2% | — | Trim |
| 13 | JNJ | Johnson & Johnson | -0.2% | — | Trim |
| 14 | SBUX | Starbucks CORP | -0.2% | -27.93% | Trim |
| 15 | 6D8 | Dupont De Nemours Inc | -0.2% | — | Trim |
| 16 | MCD | Mcdonald's CORP | -0.2% | -25.87% | Trim |
| 17 | INTC | Intel CORP | -0.2% | — | Trim |
| 18 | NFLX | Netflix Inc | -0.2% | — | Trim |
| 19 | HD | Home Depot Inc | -0.3% | — | Trim |
| 20 | PFE | Pfizer Inc | -0.3% | -7.28% | Trim |
| 21 | WMT | Walmart Inc | -0.3% | — | Trim |
| 22 | MA | Mastercard Inc - A | -0.4% | — | Trim |
| 23 | ABBV | Abbvie Inc | -0.4% | — | Trim |
| 24 | JPM | Jpmorgan Chase & Co | -0.4% | — | Trim |
| 25 | UNH | Unitedhealth Group Inc | -0.4% | — | Trim |
| 26 | TSLA | Tesla Inc | -0.4% | — | Trim |
| 27 | BRK-B | Berkshire Hathaway Inc-cl B | -0.5% | — | Trim |
| 28 | V | Visa Inc-class A Shares | -0.6% | — | Trim |
| 29 | ABT | Abbott Laboratories | -0.7% | — | Trim |
| 30 | MRK | Merck & Co. Inc. | -0.7% | — | Trim |
| 31 | GOOGL | Alphabet Inc-cl A | -0.8% | — | Trim |
| 32 | GOOG | Alphabet Inc-cl C | -0.8% | — | Trim |
| 33 | MSFT | Microsoft CORP | -0.9% | — | Trim |
| 34 | META | Meta Platforms Inc-class A | -1% | — | Trim |
| 35 | AMZN | Amazon.com Inc | -1.2% | — | Trim |
| 36 | NVDA | Nvidia CORP | -1.4% | — | Trim |
| 37 | AAPL | Apple Inc | -4% | -0.27% | Trim |
| 38 | FMUN | Fidelity System Muni Bnd ETF | — | NEW | New buy |
| 39 | VNQ | Vanguard Real Estate ETF | — | EXIT | Sold out |
| 40 | LLY | Eli Lilly & Co | — | EXIT | Sold out |
| 41 | MNST | Monster Beverage CORP | — | EXIT | Sold out |
| 42 | XOM | Exxon Mobil CORP | — | EXIT | Sold out |
| 43 | NVS | Novartis Ag-sponsored Adr | — | EXIT | Sold out |
| 44 | LIN | Linde plc | — | EXIT | Sold out |
| 45 | BSX | Boston Scientific CORP | — | EXIT | Sold out |
| 46 | ISRG | Intuitive Surgical Inc | — | EXIT | Sold out |
| 47 | CRM | Salesforce Inc | — | EXIT | Sold out |
| 48 | BKNG | Booking Holdings Inc | — | EXIT | Sold out |
| 49 | FISV | Fiserv Inc | — | EXIT | Sold out |
| 50 | INTU | Intuit Inc | — | EXIT | Sold out |
According to official SEC Form 13F filings, Riverview Trust Co reported a total U.S. public equity portfolio value of $83.9M across 205 disclosed positions in Q3 2025.
During Q3 2025, Riverview Trust Co's top holdings by market value included FMUN (21.8%)、IEFA (16.4%)、VV (6.6%). The largest single position, FMUN, represented 21.8% of total portfolio value.
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Top New Position Initiated
FMUN
市值: $18.0M
Top Position Liquidated / Trimmed
VNQ
前期市值: $1.1M
In Q3 2025, Riverview Trust Co made 46 total portfolio adjustments, initiating 1 new buys, adding to 0 positions, trimming 33 holdings, and fully liquidating 12 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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