Riverview Trust Co Top Holdings and 13F Report (2024)

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About Riverview Trust Co

Investment Activity

Riverview Trust Co has $129.72 million in total holdings as of March 31, 2024.
Riverview Trust Co owns shares of 644 different stocks, but just 92 companies or ETFs make up 80% of its holdings.
Approximately 21.66% of the portfolio was purchased this quarter.
About 2.71% of the portfolio was sold this quarter.
This quarter, Riverview Trust Co has purchased 99 new stocks and bought additional shares in 25 stocks.
Riverview Trust Co sold shares of 18 stocks and completely divested from 6 stocks this quarter.

Largest Holdings

iShares Core MSCI EAFE ETF: $11,612,833
Apple: $7,150,202
Microsoft: $5,885,031
Vanguard Real Estate ETF: $3,879,925
Vanguard Large-Cap ETF: $3,624,692

Largest New Holdings this Quarter

Vanguard Tax-Exempt Bond ETF: $785,565 Holding
Boston Scientific: $219,236 Holding
Corteva: $217,589 Holding
Celanese: $217,575 Holding
FedEx: $214,118 Holding

Largest Purchases this Quarter

Vanguard Tax-Exempt Bond ETF: 15,525 shares (about $785.57K)
NVIDIA: 248 shares (about $224.08K)
Boston Scientific: 3,201 shares (about $219.24K)
Corteva: 3,773 shares (about $217.59K)
Celanese: 1,266 shares (about $217.58K)

Largest Sales this Quarter

Meta Platforms: 410 shares (about $199.09K)
Pfizer: 3,787 shares (about $105.09K)
Tesla: 474 shares (about $83.32K)
International Business Machines: 400 shares (about $76.38K)
Bristol-Myers Squibb: 1,081 shares (about $58.62K)

Sector Allocation Over Time

Selling

Neutral

Buying

Latest 13F Holdings and Changes Since Previous Quarterly Filing

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
IEFA iShares Core MSCI EAFE ETF	$11,612,833	$15,438 ▲	0.1%	156,465	9.0%	ETF
AAPL Apple	$7,150,202	$11,661 ▲	0.2%	41,697	5.5%	Computer and Technology
MSFT Microsoft	$5,885,031		0.0%	13,988	4.5%	Computer and Technology
VNQ Vanguard Real Estate ETF	$3,879,925	$5,621 ▲	0.1%	44,865	3.0%	ETF
VV Vanguard Large-Cap ETF	$3,624,692	$99,261 ▲	2.8%	15,118	2.8%	ETF
META Meta Platforms	$3,512,686	$199,088 ▼	-5.4%	7,234	2.7%	Computer and Technology
AMZN Amazon.com	$3,474,299	$96,323 ▲	2.9%	19,261	2.7%	Retail/Wholesale
MRK Merck & Co., Inc.	$3,468,966	$18,473 ▼	-0.5%	26,290	2.7%	Medical
JPM JPMorgan Chase & Co.	$3,230,238	$24,036 ▲	0.7%	16,127	2.5%	Finance
GOOG Alphabet	$3,104,277		0.0%	20,388	2.4%	Computer and Technology
AGG iShares Core U.S. Aggregate Bond ETF	$2,528,713		0.0%	25,819	1.9%	Finance
INTC Intel	$2,085,177		0.0%	47,208	1.6%	Computer and Technology
LLY Eli Lilly and Company	$2,004,803		0.0%	2,577	1.5%	Medical
NVDA NVIDIA	$1,580,326	$224,083 ▲	16.5%	1,749	1.2%	Computer and Technology
VOO Vanguard S&P 500 ETF	$1,505,072		0.0%	3,131	1.2%	ETF
AMP Ameriprise Financial	$1,483,681		0.0%	3,384	1.1%	Finance
ABT Abbott Laboratories	$1,468,828		0.0%	12,923	1.1%	Medical
ABBV AbbVie	$1,397,435		0.0%	7,674	1.1%	Medical
BKNG Booking	$1,396,734		0.0%	385	1.1%	Retail/Wholesale
MNST Monster Beverage	$1,377,549		0.0%	23,238	1.1%	Consumer Staples
TGT Target	$1,372,669	$22,151 ▲	1.6%	7,746	1.1%	Retail/Wholesale
UNH UnitedHealth Group	$1,342,616	$42,050 ▲	3.2%	2,714	1.0%	Medical
CSCO Cisco Systems	$1,243,208		0.0%	24,909	1.0%	Computer and Technology
ETN Eaton	$1,213,824		0.0%	3,882	0.9%	Industrial Products
KLAC KLA	$1,213,416	$104,785 ▲	9.5%	1,737	0.9%	Computer and Technology
GOOGL Alphabet	$1,170,915	$36,223 ▲	3.2%	7,758	0.9%	Computer and Technology
JNJ Johnson & Johnson	$1,150,041	$47,457 ▼	-4.0%	7,270	0.9%	Medical
CRM Salesforce	$1,116,173		0.0%	3,706	0.9%	Computer and Technology
AVGO Broadcom	$1,078,884	$39,762 ▼	-3.6%	814	0.8%	Computer and Technology
DE Deere & Company	$969,346	$20,537 ▲	2.2%	2,360	0.7%	Industrial Products
LOW Lowe's Companies	$966,955		0.0%	3,796	0.7%	Retail/Wholesale
BLK BlackRock	$963,757	$29,179 ▲	3.1%	1,156	0.7%	Finance
VO Vanguard Mid-Cap ETF	$940,723	$135,924 ▲	16.9%	3,765	0.7%	ETF
VTEB Vanguard Tax-Exempt Bond ETF	$785,565	$785,565 ▲	New Holding	15,525	0.6%	ETF
CVS CVS Health	$771,439	$7,258 ▲	0.9%	9,672	0.6%	Retail/Wholesale
BRK.B Berkshire Hathaway	$761,562		0.0%	1,811	0.6%	Finance
CME CME Group	$724,020		0.0%	3,363	0.6%	Finance
VB Vanguard Small-Cap ETF	$718,916	$150,184 ▲	26.4%	3,145	0.6%	ETF
COST Costco Wholesale	$717,245		0.0%	979	0.6%	Retail/Wholesale
ITW Illinois Tool Works	$714,026		0.0%	2,661	0.6%	Industrial Products
BRK.A Berkshire Hathaway	$634,440		0.0%	1	0.5%	Finance
COP ConocoPhillips	$590,325		0.0%	4,638	0.5%	Oils/Energy
PEP PepsiCo	$584,708		0.0%	3,341	0.5%	Consumer Staples
PG Procter & Gamble	$564,468	$14,603 ▼	-2.5%	3,479	0.4%	Consumer Staples
V Visa	$563,742	$37,397 ▲	7.1%	2,020	0.4%	Business Services
MCD McDonald's	$524,709		0.0%	1,861	0.4%	Retail/Wholesale
PFE Pfizer	$484,959	$105,089 ▼	-17.8%	17,476	0.4%	Medical
CPRT Copart	$461,043		0.0%	7,960	0.4%	Business Services
IVV iShares Core S&P 500 ETF	$436,356		0.0%	830	0.3%	ETF
STZ Constellation Brands	$428,566		0.0%	1,577	0.3%	Consumer Staples
HD Home Depot	$423,878	$28,770 ▲	7.3%	1,105	0.3%	Retail/Wholesale
PAYX Paychex	$418,502		0.0%	3,408	0.3%	Business Services
LMT Lockheed Martin	$414,841	$45,487 ▼	-9.9%	912	0.3%	Aerospace
ODFL Old Dominion Freight Line	$399,144	$186,413 ▲	87.6%	1,820	0.3%	Transportation
FBIN Fortune Brands Innovations	$393,800		0.0%	4,651	0.3%	Retail/Wholesale
XOM Exxon Mobil	$393,589		0.0%	3,386	0.3%	Oils/Energy
QCOM QUALCOMM	$387,528		0.0%	2,289	0.3%	Computer and Technology
SNPS Synopsys	$385,763		0.0%	675	0.3%	Computer and Technology
COF Capital One Financial	$377,585		0.0%	2,536	0.3%	Finance
PEG Public Service Enterprise Group	$368,292		0.0%	5,515	0.3%	Utilities
IBM International Business Machines	$364,352	$76,384 ▼	-17.3%	1,908	0.3%	Computer and Technology
MA Mastercard	$364,067	$24,079 ▲	7.1%	756	0.3%	Business Services
NVS Novartis	$363,995		0.0%	3,763	0.3%	Medical
STX Seagate Technology	$356,288		0.0%	3,829	0.3%	Business Services
BA Boeing	$346,803	$24,124 ▼	-6.5%	1,797	0.3%	Aerospace
CVX Chevron	$320,370	$17,351 ▲	5.7%	2,031	0.2%	Oils/Energy
DD DuPont de Nemours	$313,274	$21,774 ▲	7.5%	4,086	0.2%	Basic Materials
CMCSA Comcast	$309,909	$20,244 ▼	-6.1%	7,149	0.2%	Consumer Discretionary
VTI Vanguard Total Stock Market ETF	$302,784		0.0%	1,165	0.2%	ETF
CDW CDW	$299,263		0.0%	1,170	0.2%	Computer and Technology
VZ Verizon Communications	$293,846	$32,057 ▼	-9.8%	7,003	0.2%	Computer and Technology
BDX Becton, Dickinson and Company	$293,723	$11,630 ▼	-3.8%	1,187	0.2%	Medical
SBUX Starbucks	$286,416	$14,165 ▼	-4.7%	3,134	0.2%	Retail/Wholesale
AMGN Amgen	$286,026	$28,432 ▲	11.0%	1,006	0.2%	Medical
IWR iShares Russell Mid-Cap ETF	$285,486		0.0%	3,395	0.2%	ETF
WMT Walmart	$283,762	$189,175 ▲	200.0%	4,716	0.2%	Retail/Wholesale
USB U.S. Bancorp	$281,968		0.0%	6,308	0.2%	Finance
RY Royal Bank of Canada	$267,635		0.0%	2,653	0.2%	Finance
ALGN Align Technology	$263,976		0.0%	805	0.2%	Medical
UNP Union Pacific	$257,981	$31,479 ▲	13.9%	1,049	0.2%	Transportation
GS The Goldman Sachs Group	$255,626		0.0%	612	0.2%	Finance
GILD Gilead Sciences	$243,483		0.0%	3,324	0.2%	Medical
Linde Plc ADR	$243,304		0.0%	524	0.2%	Com
DLR Digital Realty Trust	$239,971	$44,076 ▼	-15.5%	1,666	0.2%	Finance
ADBE Adobe	$239,685		0.0%	475	0.2%	Computer and Technology
MMC Marsh & McLennan Companies	$228,638		0.0%	1,110	0.2%	Finance
T AT&T	$224,858	$9,346 ▼	-4.0%	12,776	0.2%	Computer and Technology
BSX Boston Scientific	$219,236	$219,236 ▲	New Holding	3,201	0.2%	Medical
CTVA Corteva	$217,589	$217,589 ▲	New Holding	3,773	0.2%	Consumer Staples
CE Celanese	$217,575	$217,575 ▲	New Holding	1,266	0.2%	Basic Materials
DOW DOW	$214,399		0.0%	3,701	0.2%	Basic Materials
FDX FedEx	$214,118	$214,118 ▲	New Holding	739	0.2%	Transportation
PRI Primerica	$208,692	$208,692 ▲	New Holding	825	0.2%	Finance
Bank America Corp Cnv Pfd L	$207,711		0.0%	174	0.2%	Pfd Stk
WFC.PL Wells Fargo & Co. Pfd. Series L	$203,631	$203,631 ▲	New Holding	167	0.2%	Finance
INTU Intuit	$203,450	$203,450 ▲	New Holding	313	0.2%	Computer and Technology
ALL Allstate	$200,519	$200,519 ▲	New Holding	1,159	0.2%	Finance
TDY Teledyne Technologies	$194,482		0.0%	453	0.1%	Aerospace
UL Unilever	$193,181	$31,168 ▼	-13.9%	3,849	0.1%	Consumer Staples
PNC The PNC Financial Services Group	$189,234	$189,234 ▲	New Holding	1,171	0.1%	Finance

Showing largest 100 holdings. View all holdings.

More Institutional Buying and Selling Information

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Riverview Trust Co Top Holdings and 13F Report (2024)

About Riverview Trust Co

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

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Riverview Trust Co Top Holdings and 13F Report (2024)

About Riverview Trust Co

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Map of 500 Largest Holdings ofRiverview Trust Co

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information