The Analysis of Riverview Trust Co's Holdings
Currently, Riverview Trust Co holds 219 types of securities in its portfolio with a total value $83.1M. In the most recent quarter, they have increased their positions in N/A (+1.5K shares, valued at $754.0K), ITOT (+2.2K shares, valued at $320.3K), IEFA (+1.8K shares, valued at $160.8K); decreased their positions in FMUN (-10.7K shares, valued at $535.9K), INTC (-3.7K shares, valued at $137.4K), N/A (-1.1K shares, valued at $120.5K); initiated new positions in ITOT (+2.2K shares, valued at $320.3K), N/A (+2.4K shares, valued at $156.0K), N/A (+1.8K shares, valued at $114.1K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
FMUN Fidelity Municipal Bond Index ETF351.5K shares-2.95%2025-12-312026-01-26
IEFA iShares Core MSCI EAFE ETF157.0K shares1.16%2025-12-312026-01-26
VV Vanguard Large Cap Index Fund ETF17.6K shares0.00%2025-12-312026-01-26
VEA Vanguard FTSE Developed Markets ETF48.4K shares0.00%2025-12-312026-01-26
AGG iShares Core US Aggregate Bond ETF25.8K shares0.00%2025-12-312026-01-26
MSFT Microsoft Corp4.7K shares0.24%2025-12-312026-01-26
KLAC Kla-Tencor Corp Com1.5K shares0.00%2025-12-312026-01-26
VTI Vanguard Total Stock Market ETF4.6K shares0.00%2025-12-312026-01-26
Broadcom Inc Broadcom Inc4.4K shares0.39%2025-12-312026-01-26
JPM JPMorgan Chase & Co3.9K shares0.00%2025-12-312026-01-26
VO Vanguard Mid Cap Index Fund ETF3.9K shares8.74%2025-12-312026-01-26
VB Vanguard Small Cap Index Fund ETF4.1K shares0.00%2025-12-312026-01-26
AAPL Apple Inc3.6K shares-0.79%2025-12-312026-01-26
DE Deere & Co2.0K shares0.00%2025-12-312026-01-26
ABBV AbbVie Inc3.2K shares0.00%2025-12-312026-01-26
LOW Lowe's Companies Inc3.0K shares0.67%2025-12-312026-01-26
COST Costco Wholesale Corp803 shares0.63%2025-12-312026-01-26
JNJ Johnson & Johnson2.9K shares1.07%2025-12-312026-01-26
VXUS Vanguard Total Int'l Stock ETF7.2K shares0.00%2025-12-312026-01-26
COF Capital One Financial Corp2.2K shares0.00%2025-12-312026-01-26
IDEV iShares Tr Core MSCI Intl6.5K shares0.00%2025-12-312026-01-26
ITW Illinois Tool Works Inc2.1K shares0.00%2025-12-312026-01-26
IVV iShares Core S&P 500 ETF720 shares-5.88%2025-12-312026-01-26
RY Royal Bank of Canada2.6K shares0.00%2025-12-312026-01-26
PEG Public Service Enterprise Group Inc5.5K shares0.00%2025-12-312026-01-26
ABT Abbott Laboratories3.3K shares0.00%2025-12-312026-01-26
VFMO Vanguard Wellington Fd US Momentum ETF2.1K shares0.00%2025-12-312026-01-26
PG Procter & Gamble Co2.7K shares0.00%2025-12-312026-01-26
CSCO Cisco Systems Inc5.0K shares0.00%2025-12-312026-01-26
META Meta Platforms Inc Cl A584 shares0.00%2025-12-312026-01-26
PAYX Paychex Inc3.3K shares0.00%2025-12-312026-01-26
NVDA Nvidia Corporation1.9K shares0.00%2025-12-312026-01-26
PEP PepsiCo Inc2.4K shares0.00%2025-12-312026-01-26
AMZN Amazon.com Inc1.4K shares0.00%2025-12-312026-01-26
ITOT IShares Tr Core S&P Total Stock ETF2.2K sharesnew addition2025-12-312026-01-26
LMT Lockheed Martin Corp Com653 shares0.00%2025-12-312026-01-26
IWR iShares Russell Midcap Index ETF3.2K shares0.00%2025-12-312026-01-26
QCOM Qualcomm Inc1.7K shares0.00%2025-12-312026-01-26
MCD McDonald's Corp894 shares0.00%2025-12-312026-01-26
USB US Bancorp4.8K shares0.00%2025-12-312026-01-26
IEMG iShares Core MSCI Emerging Markets ETF3.5K shares11.41%2025-12-312026-01-26
GS Goldman Sachs Group Inc268 shares0.00%2025-12-312026-01-26
IBM International Business Machines Corp790 shares0.00%2025-12-312026-01-26
CVX Chevron Corp1.5K shares0.00%2025-12-312026-01-26
COP ConocoPhillips2.4K shares0.00%2025-12-312026-01-26
BAC-PL Bank America Corp Cnv Pfd L174 shares0.00%2025-12-312026-01-26
GVA Granite Construction Inc Com1.9K shares0.00%2025-12-312026-01-26
ORCL Oracle Corp1.1K shares0.00%2025-12-312026-01-26
RTX RTX CORPORATION1.1K shares3.28%2025-12-312026-01-26
GE Aerospace GE Aerospace664 shares0.00%2025-12-312026-01-26
WFC-PL Wells Fargo Co New Perp Pfd Cnv A167 shares0.00%2025-12-312026-01-26
T AT&T Inc8.1K shares0.00%2025-12-312026-01-26
SHEL Shell Plc Spon ADS2.6K shares0.00%2025-12-312026-01-26
SYY Sysco Corp.2.5K shares0.00%2025-12-312026-01-26
AMGN Amgen Inc572 shares0.00%2025-12-312026-01-26
CAH Cardinal Health Inc887 shares0.00%2025-12-312026-01-26
MMM 3M Co1.1K shares0.00%2025-12-312026-01-26
DLR Digital Rlty Tr Inc1.1K shares0.00%2025-12-312026-01-26
BDX Becton, Dickinson and Co870 shares-8.61%2025-12-312026-01-26
DVY iShares Select Dividend ETF1.2K shares0.00%2025-12-312026-01-26
ACGL Arch Cap Group Ltd1.7K shares4.82%2025-12-312026-01-26
WMB Williams Cos Inc2.6K shares0.00%2025-12-312026-01-26
SCHW Charles Schwab Corp1.5K shares0.00%2025-12-312026-01-26
XEL Xcel Energy Inc2.0K shares0.00%2025-12-312026-01-26
FMX Fomento Economico Mexicano ADR1.4K shares0.00%2025-12-312026-01-26
DTE DTE Energy Co1.1K shares0.00%2025-12-312026-01-26
AMP AMERIPRISE FINL INC COM276 shares0.00%2025-12-312026-01-26
ALL Allstate Corp650 shares0.00%2025-12-312026-01-26
NEE NextEra Energy Inc1.6K shares4.25%2025-12-312026-01-26
EQT Corp Com EQT Corp Com2.4K shares0.00%2025-12-312026-01-26
EA Electronic Arts Inc624 shares0.00%2025-12-312026-01-26
NAC Nuveen CA Quality Muni Income Fund10.6K shares0.00%2025-12-312026-01-26
CMI Cummins Inc239 shares19.50%2025-12-312026-01-26
HON Honeywell International Inc590 shares0.00%2025-12-312026-01-26
SU Suncor Energy Inc New Com2.5K shares0.00%2025-12-312026-01-26
GEV GE Verona LLC166 shares0.00%2025-12-312026-01-26
PNC PNC Financial Services Group Inc516 shares0.00%2025-12-312026-01-26
XLU State Street Utilities Select Sector SPDR ETF2.4K shares100.00%2025-12-312026-01-26
STT State Street Corp793 shares0.00%2025-12-312026-01-26
LHX L3 Harris Technologies Inc Com340 shares0.00%2025-12-312026-01-26
PSX Phillips 66761 shares0.00%2025-12-312026-01-26
VZ Verizon Communications Inc2.4K shares0.00%2025-12-312026-01-26
BWXT BWX Technologies Inc550 shares0.00%2025-12-312026-01-26
INTC Intel Corp2.5K shares-59.53%2025-12-312026-01-26
GLW Corning Inc1.1K shares0.00%2025-12-312026-01-26
WMT Wal-Mart Inc786 shares0.00%2025-12-312026-01-26
MSI Motorola Solutions Inc226 shares0.00%2025-12-312026-01-26
BMY Bristol-Myers Squibb Company1.5K shares0.00%2025-12-312026-01-26
AFL Aflac Inc696 shares0.00%2025-12-312026-01-26
TFC Truist Financial Corporation1.5K shares0.00%2025-12-312026-01-26
WELL Welltower Inc REIT400 shares0.00%2025-12-312026-01-26
MMC Marsh400 shares0.00%2025-12-312026-01-26
IWS iShares Russell Mid-Cap Value ETF520 shares0.00%2025-12-312026-01-26
GSLC Goldman Sachs ActiveBeta US Large Cap ETF533 sharesnew addition2025-12-312026-01-26
DRI Darden Restaurants Inc.380 shares0.00%2025-12-312026-01-26
V Visa Inc Class A194 shares16.17%2025-12-312026-01-26
CSX CSX Corp1.9K shares0.00%2025-12-312026-01-26
FDX FedEx Corp234 shares0.00%2025-12-312026-01-26
VLO Valero Energy Corp409 shares0.00%2025-12-312026-01-26
IWM iShares Russell 2000 ETF269 shares0.00%2025-12-312026-01-26
AXP American Express Co169 shares0.00%2025-12-312026-01-26
DIS Walt Disney Co515 shares9.81%2025-12-312026-01-26
LUV Southwest Airlines Co1.4K shares0.00%2025-12-312026-01-26
NFLX Netflix Inc600 shares900.00%2025-12-312026-01-26
SPY SPDR S&P 500 ETF80 shares0.00%2025-12-312026-01-26
UNH UnitedHealth Group, Inc.160 shares28.00%2025-12-312026-01-26
GPN Global Payments Inc650 shares0.00%2025-12-312026-01-26
JCI Johnson Controls International PLC413 shares0.00%2025-12-312026-01-26
EBAY Ebay Inc559 shares0.00%2025-12-312026-01-26
MU Micron Technology Inc Com170 shares0.00%2025-12-312026-01-26
CACI Caci Intl Inc90 shares0.00%2025-12-312026-01-26
ROP Roper Technologies Inc Com99 shares0.00%2025-12-312026-01-26
KMB Kimberly-Clark Corp431 shares0.00%2025-12-312026-01-26
SBUX Starbucks Corp516 shares0.00%2025-12-312026-01-26
CTSH Cognizant Technology Solutions Corp A500 shares0.00%2025-12-312026-01-26
MA Mastercard Incorporated Cl A67 shares34.00%2025-12-312026-01-26
GIL Gildan Activewear Inc Com610 shares0.00%2025-12-312026-01-26
KMI Kinder Morgan Inc P1.4K shares0.00%2025-12-312026-01-26
PFE Pfizer Inc1.5K shares-60.36%2025-12-312026-01-26
DOX Amdocs Ltd460 shares0.00%2025-12-312026-01-26
PGR Progressive Corp Ohio162 shares48.62%2025-12-312026-01-26
IJR iShares Core S&P Small-Cap Index ETF297 shares0.00%2025-12-312026-01-26
MAS Masco Corp544 shares0.00%2025-12-312026-01-26
CVS CVS Health Corp418 shares0.00%2025-12-312026-01-26
VUG Vanguard Growth Index Fund ETF64 shares0.00%2025-12-312026-01-26
CMCSA Comcast Corp Class A1.0K shares-59.85%2025-12-312026-01-26
CBOE CBOE Global Mkts Inc120 shares0.00%2025-12-312026-01-26
TMUS T-Mobile US Inc140 shares0.00%2025-12-312026-01-26
EFG iShares MSCI EAFE Growth ETF248 shares0.00%2025-12-312026-01-26
CTVA Corteva Inc Com409 shares0.00%2025-12-312026-01-26
FAST Fastenal Co671 shares14.90%2025-12-312026-01-26
WY Weyerhaeuser Co1.1K shares0.00%2025-12-312026-01-26
LH Labcorp Holdings Inc.104 shares0.00%2025-12-312026-01-26
HD The Home Depot Inc75 shares0.00%2025-12-312026-01-26
VRTX Vertex Parmaceuticals Inc55 shares0.00%2025-12-312026-01-26
CLX Clorox Co241 shares0.00%2025-12-312026-01-26
EOG EOG Res Inc Com228 shares0.00%2025-12-312026-01-26
AZN ASTRAZENECA PLC SPONSORED ADR260 shares0.00%2025-12-312026-01-26
WBD Warner Bros Discovery Inc Com Ser A815 shares0.00%2025-12-312026-01-26
KO Coca-Cola Co330 shares0.00%2025-12-312026-01-26
BTI BRITISH AMERN TOB PLC SPONSORED ADR400 shares0.00%2025-12-312026-01-26
DIA SPDR Dow Jones Indl Average ETF47 shares0.00%2025-12-312026-01-26
TSLA Tesla Inc50 shares0.00%2025-12-312026-01-26
FTNT Fortinet Inc.275 shares0.00%2025-12-312026-01-26
UNP Union Pacific Corp90 shares0.00%2025-12-312026-01-26
IWP Ishares Tr Russell Mid-Cap Growth ETF150 shares0.00%2025-12-312026-01-26
AMD Advanced Micro Devices Inc95 shares0.00%2025-12-312026-01-26
VTV Vanguard Value Index Fund ETF105 shares0.00%2025-12-312026-01-26
IAC IAC Interactive Corp New505 shares0.00%2025-12-312026-01-26
CPT Camden Property Trust175 shares0.00%2025-12-312026-01-26
SRE Sempra Energy Com210 shares0.00%2025-12-312026-01-26
AZO Autozone Inc5 sharesnew addition2025-12-312026-01-26
PRU Prudential Financial Inc150 shares0.00%2025-12-312026-01-26
SO Southern Co194 shares0.00%2025-12-312026-01-26
TGT Target Corp165 shares0.00%2025-12-312026-01-26
ROST Ross Stores Inc89 sharesnew addition2025-12-312026-01-26
BCE BCE Inc Com New648 shares0.00%2025-12-312026-01-26
SLB SLB Limited400 shares0.00%2025-12-312026-01-26
CIGNA GROUP CIGNA GROUP55 shares0.00%2025-12-312026-01-26
COLB Columbia Bkg Sys Inc384 shares0.00%2025-12-312026-01-26
DNP DNP Select Income Fd Inc Com1.0K shares0.00%2025-12-312026-01-26
APD Air Prods Chems Inc40 shares0.00%2025-12-312026-01-26
EXC Exelon Corp223 shares0.00%2025-12-312026-01-26
EMR Emerson Electric Co73 shares0.00%2025-12-312026-01-26
WU The Western Union Co1.0K shares0.00%2025-12-312026-01-26
AEP AMERICAN ELEC PWR INC COM72 shares0.00%2025-12-312026-01-26
ORLY O Reilly Automotive90 sharesnew addition2025-12-312026-01-26
EXPD Expeditors Intl Wash Inc52 sharesnew addition2025-12-312026-01-26
ARKK Ark Tr Innovation ETF100 shares0.00%2025-12-312026-01-26
DPZ Dominos Pizza Inc18 sharesnew addition2025-12-312026-01-26
NVR NVR Inc1 sharesnew addition2025-12-312026-01-26
MCO Moody's Corporation13 sharesnew addition2025-12-312026-01-26
CARR Carrier Global Corporation120 shares0.00%2025-12-312026-01-26
CB Chubb Limited19 sharesnew addition2025-12-312026-01-26
PLD Prologis Inc Com46 sharesnew addition2025-12-312026-01-26
SOLV Solventum Corp70 shares-68.61%2025-12-312026-01-26
ECL ECOLAB INC COM20 sharesnew addition2025-12-312026-01-26
SPGI S&P Global Inc10 sharesnew addition2025-12-312026-01-26
REGN Regeneron Pharmaceuticals6 shares0.00%2025-12-312026-01-26
ADP Automatic Data Processing Inc16 sharesnew addition2025-12-312026-01-26
TROW T Rowe Price Group Inc36 shares0.00%2025-12-312026-01-26
TJX TJX Inc23 sharesnew addition2025-12-312026-01-26
STRA Strategic Education Inc Com33 sharesnew addition2025-12-312026-01-26
NML Neuberger Energy Infrastructure & Income Fund300 shares0.00%2025-12-312026-01-26
NVO Novo-Nordisk A S ADR42 shares0.00%2025-12-312026-01-26
VTRS Viatris Inc158 shares0.00%2025-12-312026-01-26
DDD 3-D Sys Corp Del1.0K shares0.00%2025-12-312026-01-26
DOW Dow Inc Com74 shares0.00%2025-12-312026-01-26
EMBC Embecta Corp141 shares0.00%2025-12-312026-01-26
VFC VF Corporation50 shares0.00%2025-12-312026-01-26
ADNT Adient PLC40 shares0.00%2025-12-312026-01-26
OGN Organon & Co74 shares0.00%2025-12-312026-01-26
KTB Kontoor Brands Inc Com7 shares0.00%2025-12-312026-01-26
STEX Streamex Corp.60 shares0.00%2025-12-312026-01-26
DAP Rights DAP Rights800 shares0.00%2025-12-312026-01-26
Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available