Riverview Trust

Latest statistics and disclosures from Riverview Trust's latest quarterly 13F-HR filing:

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Positions held by Riverview Trust consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Riverview Trust

Riverview Trust holds 594 positions in its portfolio as reported in the March 2025 quarterly 13F filing

Riverview Trust has 594 total positions. Only the first 250 positions are shown.

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Core Msci Eafe Etf core msci eafe (IEFA) 11.7 $12M 156k 75.65
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Apple (AAPL) 5.1 $5.2M -22% 23k 222.13
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Vanguard Large-Cap ETF (VV) 4.5 $4.5M 18k 257.03
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Microsoft Corporation (MSFT) 3.8 $3.8M 10k 375.39
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iShares Lehman Aggregate Bond (AGG) 2.5 $2.6M 26k 98.92
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Vanguard Europe Pacific ETF (VEA) 2.4 $2.5M 48k 50.83
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JPMorgan Chase & Co. (JPM) 1.9 $1.9M -14% 7.9k 245.30
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NVIDIA Corporation (NVDA) 1.9 $1.9M -3% 17k 108.38
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Amazon (AMZN) 1.6 $1.6M -11% 8.6k 190.26
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Facebook Inc cl a (META) 1.5 $1.5M -12% 2.6k 576.36
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Vanguard S&p 500 Etf idx (VOO) 1.4 $1.4M 2.7k 513.91
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Broadcom (AVGO) 1.3 $1.3M 7.9k 167.43
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Vanguard Total Stock Market ETF (VTI) 1.3 $1.3M +57% 4.7k 274.84
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Abbvie (ABBV) 1.3 $1.3M -14% 6.2k 209.52
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Alphabet Inc Class C cs (GOOG) 1.2 $1.2M -26% 7.8k 156.23
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Abbott Laboratories (ABT) 1.2 $1.2M -24% 9.1k 132.65
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KLA-Tencor Corporation (KLAC) 1.1 $1.2M 1.7k 679.80
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Deere & Company (DE) 1.1 $1.1M 2.4k 469.35
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Vanguard REIT ETF (VNQ) 1.1 $1.1M -39% 12k 90.54
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Alphabet Inc Class A cs (GOOGL) 1.0 $1.0M -16% 6.6k 154.64
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Merck & Co (MRK) 0.9 $957k -27% 11k 89.76
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Costco Wholesale Corporation (COST) 0.9 $944k 998.00 945.78
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Vanguard Mid-Cap ETF (VO) 0.9 $929k 3.6k 258.62
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Vanguard Small-Cap ETF (VB) 0.9 $909k 4.1k 221.75
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Berkshire Hathaway (BRK.B) 0.9 $896k -2% 1.7k 532.58
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Lowe's Companies (LOW) 0.9 $885k 3.8k 233.23
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Johnson & Johnson (JNJ) 0.8 $840k -15% 5.1k 165.84
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Berkshire Hathaway (BRK.A) 0.8 $798k 1.00 798442.00
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Vanguard Mun Bd Fd Inc tax-exempt bd (VTEB) 0.8 $770k 16k 49.62
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Illinois Tool Works (ITW) 0.7 $660k 2.7k 248.01
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Visa (V) 0.6 $638k -12% 1.8k 350.46
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Blackrock (BLK) 0.6 $616k 651.00 946.48
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Procter & Gamble Company (PG) 0.6 $593k 3.5k 170.42
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Cisco Systems (CSCO) 0.6 $569k 9.2k 61.71
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McDonald's Corporation (MCD) 0.5 $537k 1.7k 312.37
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Paychex (PAYX) 0.5 $526k 3.4k 154.28
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Eli Lilly & Co. (LLY) 0.5 $513k -2% 621.00 825.91
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Intel Corporation (INTC) 0.5 $470k -27% 21k 22.71
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Tesla Motors (TSLA) 0.5 $465k -2% 1.8k 259.16
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UnitedHealth (UNH) 0.5 $459k -21% 876.00 523.75
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Capital One Financial (COF) 0.4 $455k 2.5k 179.30
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Public Service Enterprise (PEG) 0.4 $454k 5.5k 82.30
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Ishares Tr core msci intl (IDEV) 0.4 $451k 6.5k 68.89
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International Business Machines (IBM) 0.4 $447k 1.8k 248.66
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iShares S&P 500 Index (IVV) 0.4 $441k -2% 785.00 561.90
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Monster Beverage Corp (MNST) 0.4 $418k -36% 7.1k 58.52
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Wal-Mart Stores (WMT) 0.4 $417k 4.7k 87.79
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Pfizer (PFE) 0.4 $416k -24% 16k 25.34
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MasterCard Incorporated (MA) 0.4 $414k -2% 756.00 548.12
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ConocoPhillips (COP) 0.4 $410k 3.9k 105.02
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Exxon Mobil Corporation (XOM) 0.4 $403k -2% 3.4k 118.93
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Lockheed Martin Corporation (LMT) 0.4 $399k 892.00 446.71
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Vanguard Star Fd Intl Stk Idxf (VXUS) 0.4 $386k +126% 6.2k 62.10
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Pepsi (PEP) 0.4 $385k -8% 2.6k 149.94
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Vanguard Wellington Fd us momentum (VFMO) 0.4 $373k 2.5k 151.71
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Goldman Sachs (GS) 0.4 $358k 655.00 546.29
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At&t (T) 0.4 $355k -7% 13k 28.28
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Qualcomm (QCOM) 0.3 $352k 2.3k 153.61
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Netflix (NFLX) 0.3 $330k -2% 354.00 932.53
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Seagate Technology (STX) 0.3 $325k 3.8k 84.95
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Home Depot (HD) 0.3 $315k -23% 860.00 366.49
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Amgen (AMGN) 0.3 $313k 1.0k 311.55
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Chevron Corporation (CVX) 0.3 $303k 1.8k 167.29
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Rbc Cad (RY) 0.3 $299k 2.7k 112.72
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Raytheon Technologies Corp (RTX) 0.3 $276k 2.1k 132.46
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Marsh & McLennan Companies (MMC) 0.3 $271k 1.1k 244.03
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iShares Russell Midcap Index Fund (IWR) 0.3 $271k 3.2k 85.07
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Becton, Dickinson and (BDX) 0.3 $267k -3% 1.2k 229.06
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Comcast Corporation (CMCSA) 0.3 $258k 7.0k 36.90
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Novartis (NVS) 0.3 $256k -38% 2.3k 111.48
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Starbucks Corporation (SBUX) 0.2 $246k -21% 2.5k 98.09
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U.S. Bancorp (USB) 0.2 $241k 5.7k 42.22
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3M Company (MMM) 0.2 $240k 1.6k 146.86
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Digital Realty Trust (DLR) 0.2 $239k 1.7k 143.29
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Linde (LIN) 0.2 $234k 503.00 465.64
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Bristol Myers Squibb (BMY) 0.2 $234k 3.8k 60.99
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Unilever (UL) 0.2 $229k 3.8k 59.55
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Welltower Inc Com reit (WELL) 0.2 $229k 1.5k 153.21
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Boston Scientific Corporation (BSX) 0.2 $226k -30% 2.2k 100.88
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Verizon Communications (VZ) 0.2 $224k 4.9k 45.36
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Metropcs Communications (TMUS) 0.2 $218k -10% 816.00 266.71
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Bank America Corp Cnv Pfd L Pfd Stk (BAC.PL) 0.2 $215k 174.00 1234.57
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Intuitive Surgical (ISRG) 0.2 $206k 415.00 495.27
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Dupont De Nemours (DD) 0.2 $205k -32% 2.7k 74.68
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FedEx Corporation (FDX) 0.2 $203k 834.00 243.78
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salesforce (CRM) 0.2 $202k -2% 751.00 268.36
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Wells Fargo Co New Perp Pfd Cnv A Pfd Stk (WFC.PL) 0.2 $201k 167.00 1200.80
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Charles Schwab Corporation (SCHW) 0.2 $200k 2.6k 78.28
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Booking Holdings (BKNG) 0.2 $198k -32% 43.00 4606.90
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Progressive Corporation (PGR) 0.2 $197k 696.00 283.01
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Motorola Solutions (MSI) 0.2 $195k 445.00 437.81
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Fiserv (FI) 0.2 $194k 877.00 220.83
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Shell Adr Each Rep 2 Ord Wi (SHEL) 0.2 $193k 2.6k 73.28
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Intuit (INTU) 0.2 $192k -2% 313.00 613.99
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Oracle Corporation (ORCL) 0.2 $192k -2% 1.4k 139.81
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General Electric (GE) 0.2 $191k -2% 955.00 200.15
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Ameriprise Financial (AMP) 0.2 $189k 390.00 484.11
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Nextera Energy (NEE) 0.2 $184k 2.6k 70.89
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Spotify Technology Sa (SPOT) 0.2 $184k 334.00 550.03
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Arch Capital Group (ACGL) 0.2 $179k 1.9k 96.18
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Williams Companies (WMB) 0.2 $179k 3.0k 59.76
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PNC Financial Services (PNC) 0.2 $179k -14% 1.0k 175.77
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Stryker Corporation (SYK) 0.2 $178k 479.00 372.25
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Target Corporation (TGT) 0.2 $177k -29% 1.7k 104.36
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Adobe Systems Incorporated (ADBE) 0.2 $176k 460.00 383.53
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Cme (CME) 0.2 $175k -19% 659.00 265.29
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Corteva (CTVA) 0.2 $174k -31% 2.8k 62.93
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Southern Company (SO) 0.2 $172k 1.9k 91.95
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Ishares Inc core msci emkt (IEMG) 0.2 $171k 3.2k 53.97
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Gilead Sciences (GILD) 0.2 $167k 1.5k 112.05
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Allstate Corporation (ALL) 0.2 $166k 803.00 207.07
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Xcel Energy (XEL) 0.2 $165k 2.3k 70.79
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Eaton (ETN) 0.2 $165k 605.00 271.83
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Coca-Cola Company (KO) 0.2 $162k +31% 2.3k 71.62
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Honeywell International (HON) 0.2 $162k +3% 764.00 211.75
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iShares Dow Jones Select Dividend (DVY) 0.2 $161k 1.2k 134.29
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Caterpillar (CAT) 0.2 $160k 485.00 329.80
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Palantir Technologies (PLTR) 0.2 $154k -2% 1.8k 84.40
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Waste Management (WM) 0.1 $152k -3% 655.00 231.51
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EQT Corporation (EQT) 0.1 $148k 2.8k 53.43
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DTE Energy Company (DTE) 0.1 $146k 1.1k 138.27
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Automatic Data Processing (ADP) 0.1 $145k 474.00 305.53
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Granite Construction (GVA) 0.1 $142k 1.9k 75.40
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Uber Technologies (UBER) 0.1 $141k -2% 1.9k 72.86
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Amphenol Corporation (APH) 0.1 $141k 2.1k 65.59
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Fomento Economico Mexicano SAB (FMX) 0.1 $140k 1.4k 97.58
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Phillips 66 (PSX) 0.1 $138k 1.1k 123.48
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Royal Caribbean Cruises (RCL) 0.1 $137k 667.00 205.44
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Bank of America Corporation (BAC) 0.1 $132k -4% 3.2k 41.73
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Cabot Oil & Gas Corporation (CTRA) 0.1 $131k 4.5k 28.90
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Walt Disney Company (DIS) 0.1 $131k -2% 1.3k 98.70
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AFLAC Incorporated (AFL) 0.1 $130k 1.2k 111.19
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Hp (HPQ) 0.1 $125k 4.5k 27.69
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Wells Fargo & Company (WFC) 0.1 $123k -4% 1.7k 71.79
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Cardinal Health (CAH) 0.1 $122k 887.00 137.77
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Johnson Controls International Plc equity (JCI) 0.1 $122k 1.5k 80.11
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Vertex Pharmaceuticals Incorporated (VRTX) 0.1 $121k -2% 249.00 484.82
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Sherwin-Williams Company (SHW) 0.1 $120k 344.00 349.19
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Nuveen CA Dividend Advantage Muni. Fund (NAC) 0.1 $119k 11k 11.24
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Servicenow (NOW) 0.1 $119k -2% 149.00 796.14
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Equinix (EQIX) 0.1 $114k 140.00 815.35
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Total (TTE) 0.1 $113k 1.8k 64.69
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Constellation Energy (CEG) 0.1 $112k 556.00 201.63
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Philip Morris International (PM) 0.1 $112k -4% 705.00 158.73
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Truist Financial Corp equities (TFC) 0.1 $112k 2.7k 41.15
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Advanced Micro Devices (AMD) 0.1 $110k -2% 1.1k 102.74
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Synopsys (SNPS) 0.1 $109k 255.00 428.85
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L3harris Technologies (LHX) 0.1 $108k 517.00 209.31
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State Street Corporation (STT) 0.1 $107k 1.2k 89.53
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Doordash (DASH) 0.1 $107k 584.00 182.77
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Cigna Corp (CI) 0.1 $105k 319.00 329.00
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Church & Dwight (CHD) 0.1 $104k 948.00 110.09
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Rio Tinto (RIO) 0.1 $104k 1.7k 60.08
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Darden Restaurants (DRI) 0.1 $102k 492.00 207.76
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Accenture (ACN) 0.1 $101k -3% 324.00 312.04
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Cadence Design Systems (CDNS) 0.1 $101k 397.00 254.33
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Suncor Energy (SU) 0.1 $98k 2.5k 38.72
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Morgan Stanley (MS) 0.1 $98k -2% 841.00 116.67
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TJX Companies (TJX) 0.1 $97k 792.00 121.80
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Freeport-McMoRan Copper & Gold (FCX) 0.1 $96k 2.5k 37.86
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Airbnb (ABNB) 0.1 $95k 792.00 119.46
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Kinder Morgan (KMI) 0.1 $92k 3.2k 28.53
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Valero Energy Corporation (VLO) 0.1 $91k 691.00 132.07
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Zoetis Inc Cl A (ZTS) 0.1 $91k -2% 551.00 164.65
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Air Products & Chemicals (APD) 0.1 $90k 306.00 294.92
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Electronic Arts (EA) 0.1 $90k 624.00 144.52
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Citigroup (C) 0.1 $88k -2% 1.2k 70.99
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Cummins (CMI) 0.1 $83k 266.00 313.44
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Lam Research (LRCX) 0.1 $79k 1.1k 72.70
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American Electric Power Company (AEP) 0.1 $79k 720.00 109.27
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Kimberly-Clark Corporation (KMB) 0.1 $76k -2% 537.00 142.22
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Monolithic Power Systems (MPWR) 0.1 $76k 131.00 579.98
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Carrier Global Corporation (CARR) 0.1 $75k 1.2k 63.40
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Trane Technologies (TT) 0.1 $74k 220.00 336.92
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Cognizant Technology Solutions (CTSH) 0.1 $74k 966.00 76.50
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Ambev Sa- (ABEV) 0.1 $74k 32k 2.33
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Chubb (CB) 0.1 $73k -2% 242.00 301.99
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Dow (DOW) 0.1 $73k -38% 2.1k 34.92
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Ge Vernova (GEV) 0.1 $73k -2% 238.00 305.28
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SYSCO Corporation (SYY) 0.1 $71k 943.00 75.04
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TransDigm Group Incorporated (TDG) 0.1 $71k 51.00 1383.29
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Parker-Hannifin Corporation (PH) 0.1 $69k 114.00 607.85
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Thermo Fisher Scientific (TMO) 0.1 $69k +113% 139.00 497.60
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CSX Corporation (CSX) 0.1 $69k -3% 2.3k 29.43
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Cintas Corporation (CTAS) 0.1 $68k -2% 332.00 205.53
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Arista Networks (ANET) 0.1 $68k -2% 880.00 77.48
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Arthur J. Gallagher & Co. (AJG) 0.1 $68k 197.00 345.24
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Workday Inc cl a (WDAY) 0.1 $68k 290.00 233.53
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Consolidated Edison (ED) 0.1 $66k -2% 597.00 110.59
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Vistra Energy (VST) 0.1 $66k 558.00 117.44
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iShares Russell Midcap Value Index (IWS) 0.1 $66k 520.00 125.97
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Quanta Services (PWR) 0.1 $65k 255.00 254.18
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CVS Caremark Corporation (CVS) 0.1 $65k +119% 956.00 67.75
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Global Payments (GPN) 0.1 $64k 650.00 97.92
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eBay (EBAY) 0.1 $61k 905.00 67.73
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McKesson Corporation (MCK) 0.1 $61k -3% 91.00 672.99
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Hca Holdings (HCA) 0.1 $60k -3% 174.00 345.55
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Micron Technology (MU) 0.1 $60k +8% 690.00 86.89
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InterDigital (IDCC) 0.1 $60k 288.00 206.75
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W.W. Grainger (GWW) 0.1 $59k 60.00 987.83
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General Dynamics Corporation (GD) 0.1 $59k 217.00 272.58
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Fortune Brands (FBIN) 0.1 $59k -33% 962.00 60.88
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Keurig Dr Pepper (KDP) 0.1 $59k +47% 1.7k 34.22
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Roper Industries (ROP) 0.1 $58k 99.00 589.58
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Altria (MO) 0.1 $58k +12% 967.00 60.02
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Union Pacific Corporation (UNP) 0.1 $57k 241.00 236.24
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Medtronic (MDT) 0.1 $57k -6% 630.00 89.86
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Paypal Holdings (PYPL) 0.1 $56k 859.00 65.25
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First Citizens BancShares (FCNCA) 0.1 $56k 30.00 1854.13
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Evergy (EVRG) 0.1 $55k 804.00 68.95
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Apollo Global Mgmt (APO) 0.1 $55k -2% 401.00 136.94
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Regeneron Pharmaceuticals (REGN) 0.1 $55k 86.00 634.23
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Bwx Technologies (BWXT) 0.1 $54k 550.00 98.65
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iShares Russell 2000 Index (IWM) 0.1 $54k 269.00 199.49
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CBOE Holdings (CBOE) 0.1 $54k 237.00 226.29
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S&p Global (SPGI) 0.1 $53k -5% 105.00 508.10
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Copart (CPRT) 0.1 $53k 936.00 56.59
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Texas Instruments Incorporated (TXN) 0.1 $53k +734% 292.00 179.70
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O'reilly Automotive (ORLY) 0.1 $52k -2% 36.00 1432.58
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Blackstone Group Inc Com Cl A (BX) 0.1 $51k -3% 367.00 139.78
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Verisk Analytics (VRSK) 0.0 $51k 170.00 297.62
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Danaher Corporation (DHR) 0.0 $50k -50% 242.00 205.00
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AutoZone (AZO) 0.0 $50k 13.00 3812.77
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Marathon Petroleum Corp (MPC) 0.0 $50k 340.00 145.69
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M/a (MTSI) 0.0 $49k 492.00 100.38
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Virtu Financial Inc Class A (VIRT) 0.0 $49k 1.3k 38.12
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Match Group (MTCH) 0.0 $49k 1.6k 31.20
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Hormel Foods Corporation (HRL) 0.0 $49k +183% 1.6k 30.94
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Corning Incorporated (GLW) 0.0 $49k 1.1k 45.78
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Msci (MSCI) 0.0 $48k -2% 84.00 565.50
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Te Connectivity (TEL) 0.0 $47k 335.00 141.32
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Solaris Oilfield Infrstr (SEI) 0.0 $47k 2.2k 21.76
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ResMed (RMD) 0.0 $47k 210.00 223.85
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Southwest Airlines (LUV) 0.0 $47k 1.4k 33.58
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Campbell Soup Company (CPB) 0.0 $46k NEW 1.1k 39.92
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Essential Utils (WTRG) 0.0 $46k -2% 1.2k 39.53
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American Express Company (AXP) 0.0 $46k -5% 169.00 269.05
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Spdr S&p 500 Etf (SPY) 0.0 $45k 80.00 559.39
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Discover Financial Services (DFS) 0.0 $44k 257.00 170.70
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AmerisourceBergen (COR) 0.0 $43k -3% 155.00 278.09
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Bank of Marin Ban (BMRC) 0.0 $43k 2.0k 22.07
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National Retail Properties (NNN) 0.0 $43k 1.0k 42.65
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Black Hills Corporation (BKH) 0.0 $43k 704.00 60.65
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Mondelez Int (MDLZ) 0.0 $42k 625.00 67.85
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Steel Dynamics (STLD) 0.0 $42k -2% 338.00 125.08
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Amdocs Ltd ord (DOX) 0.0 $42k 460.00 91.50
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Quest Diagnostics Incorporated (DGX) 0.0 $42k 248.00 169.20
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Targa Res Corp (TRGP) 0.0 $42k -2% 209.00 200.47
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Boeing Company (BA) 0.0 $42k -59% 245.00 170.55
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Hubbell (HUBB) 0.0 $42k 126.00 330.91
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Past Filings by Riverview Trust

SEC 13F filings are viewable for Riverview Trust going back to 2018

View all past filings