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Size ($ in 1000's)
At 03/31/2024: $129,718
At 12/31/2023: $98,276
Riverview Trust Co holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Riverview Trust Co 13F filings.
Link to 13F filings: SEC filings
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As of 03/31/2024, below is a summary of the Riverview Trust Co top holdings by largest position size, as per the latest 13f filing made by Riverview Trust Co.
In the Riverview Trust Co-top-holdings-table below, each of the top holdings by name is presented in the first column, followed by the amount of shares
held by Riverview Trust Co in that top holding, then the share count change between reporting periods, and finally the Riverview Trust Co top holding position size
for that row.
| Entity | Amount | Change
12/31/2023 to 03/31/2024 |
Position Size
($ in 1000's) |
|---|
| iShares Core MSCI EAFE ETF (IEFA) |
156,465 |
+208 |
$11,613 | | IEFA | 156,465 | +208 | $11,613 | | Apple Inc |
41,697 |
+68 |
$7,150 | | AAPL | 41,697 | +68 | $7,150 | | Microsoft Corp |
13,988 |
UNCH |
$5,885 | | MSFT | 13,988 | UNCH | $5,885 | | Vanguard Real Estate Index ETF (VNQ) |
44,865 |
+65 |
$3,880 | | VNQ | 44,865 | +65 | $3,880 | | Vanguard Large Cap Index Fund ETF (VV) |
15,118 |
+414 |
$3,625 | | VV | 15,118 | +414 | $3,625 | | Meta Platforms Inc Cl A |
7,234 |
-410 |
$3,513 | | META | 7,234 | -410 | $3,513 | | Amazon.com Inc |
19,261 |
+534 |
$3,474 | | AMZN | 19,261 | +534 | $3,474 | | Merck & Co Inc |
26,290 |
-140 |
$3,469 | | MRK | 26,290 | -140 | $3,469 | | JPMorgan Chase & Co |
16,127 |
+120 |
$3,230 | | JPM | 16,127 | +120 | $3,230 | | Alphabet Inc C |
20,388 |
UNCH |
$3,104 | | GOOG | 20,388 | UNCH | $3,104 | | iShares Core US Aggregate Bond ETF (AGG) |
25,819 |
UNCH |
$2,529 | | AGG | 25,819 | UNCH | $2,529 | | Intel Corp |
47,208 |
UNCH |
$2,085 | | INTC | 47,208 | UNCH | $2,085 | | Eli Lilly and Co |
2,577 |
UNCH |
$2,005 | | LLY | 2,577 | UNCH | $2,005 | | Nvidia Corporation |
1,749 |
+248 |
$1,580 | | NVDA | 1,749 | +248 | $1,580 | | Vanguard S&P 500 ETF (VOO) |
3,131 |
UNCH |
$1,505 | | VOO | 3,131 | UNCH | $1,505 | | AMERIPRISE FINL INC COM |
3,384 |
UNCH |
$1,484 | | AMP | 3,384 | UNCH | $1,484 | | Abbott Laboratories |
12,923 |
UNCH |
$1,469 | | ABT | 12,923 | UNCH | $1,469 | | AbbVie Inc |
7,674 |
UNCH |
$1,397 | | ABBV | 7,674 | UNCH | $1,397 | | Booking Holdings Inc |
385 |
UNCH |
$1,397 | | BKNG | 385 | UNCH | $1,397 |  Berkshire Hathaway Inc B |
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$1,396 | | BRK.B | 1,811 | UNCH | $762 | | BRK.A | 1 | UNCH | $634 | | Monster Beverage Corp |
23,238 |
UNCH |
$1,378 | | MNST | 23,238 | UNCH | $1,378 | | Target Corp |
7,746 |
+125 |
$1,373 | | TGT | 7,746 | +125 | $1,373 | | UnitedHealth Group Inc. |
2,714 |
+85 |
$1,343 | | UNH | 2,714 | +85 | $1,343 | | Cisco Systems Inc |
24,909 |
UNCH |
$1,243 | | CSCO | 24,909 | UNCH | $1,243 | | Eaton Corp PLC Shs |
3,882 |
UNCH |
$1,214 | | ETN | 3,882 | UNCH | $1,214 | | Kla Tencor Corp Com |
1,737 |
+150 |
$1,213 | | KLAC | 1,737 | +150 | $1,213 | | Alphabet Inc A |
7,758 |
+240 |
$1,171 | | GOOGL | 7,758 | +240 | $1,171 | | Johnson & Johnson |
7,270 |
-300 |
$1,150 | | JNJ | 7,270 | -300 | $1,150 | | Salesforce Inc. |
3,706 |
UNCH |
$1,116 | | CRM | 3,706 | UNCH | $1,116 | | Broadcom Inc |
814 |
-30 |
$1,079 | | AVGO | 814 | -30 | $1,079 | | Deere & Co |
2,360 |
+50 |
$969 | | DE | 2,360 | +50 | $969 | | Lowe s Companies Inc |
3,796 |
UNCH |
$967 | | LOW | 3,796 | UNCH | $967 | | BlackRock Inc |
1,156 |
+35 |
$964 | | BLK | 1,156 | +35 | $964 | | Vanguard Mid Cap Index Fund ETF (VO) |
3,765 |
+544 |
$941 | | VO | 3,765 | +544 | $941 | | Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) |
15,525 |
+15,525 |
$786 | | VTEB | 15,525 | +15,525 | $786 | | CVS Health Corp |
9,672 |
+91 |
$771 | | CVS | 9,672 | +91 | $771 | | CME Group Inc.Com Cl A |
3,363 |
UNCH |
$724 | | CME | 3,363 | UNCH | $724 | | Vanguard Index Fds Small Cap ETF (VB) |
3,145 |
+657 |
$719 | | VB | 3,145 | +657 | $719 | | Costco Wholesale Corp |
979 |
UNCH |
$717 | | COST | 979 | UNCH | $717 | | Illinois Tool Works Inc |
2,661 |
UNCH |
$714 | | ITW | 2,661 | UNCH | $714 | | ConocoPhillips |
4,638 |
UNCH |
$590 | | COP | 4,638 | UNCH | $590 | | PepsiCo Inc |
3,341 |
UNCH |
$585 | | PEP | 3,341 | UNCH | $585 | | Procter & Gamble Co |
3,479 |
-90 |
$564 | | PG | 3,479 | -90 | $564 | | Visa Inc Class A |
2,020 |
+134 |
$564 | | V | 2,020 | +134 | $564 | | McDonald s Corp |
1,861 |
UNCH |
$525 | | MCD | 1,861 | UNCH | $525 | | Pfizer Inc |
17,476 |
-3,787 |
$485 | | PFE | 17,476 | -3,787 | $485 | | Copart Inc Com |
7,960 |
UNCH |
$461 | | CPRT | 7,960 | UNCH | $461 | | iShares Core S&P 500 ETF (IVV) |
830 |
UNCH |
$436 | | IVV | 830 | UNCH | $436 | | Constellation Brands Inc A |
1,577 |
UNCH |
$429 | | STZ | 1,577 | UNCH | $429 | | The Home Depot Inc |
1,105 |
+75 |
$424 | | HD | 1,105 | +75 | $424 |
See Full List: All Stocks Held By Riverview Trust Co
— Including:
• Biggest new positions
• Biggest exits
• Biggest increased positions
• Biggest decreased positions
See Details: Top 10 Stocks Held By Riverview Trust Co
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