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Riverview Trust Co

SEC CIK
0001593600
Latest filing
Jul 31, 2026

Holdings in Q2 2023

Holdings as of Jun 30, 2023, filed Jul 18, 2023. Long positions only; changes compare share counts with Q1 2023.

Institution overview
Positions
676
−28 vs. Q1 2023
Portfolio value
$110.3M
+$1.54M (+1.4%) vs. Q1 2023
Filed
Jul 18, 2023
SEC
Holdings of Riverview Trust Co in Q2 2023
SecurityClassSharesValue% of portfolioShare changeActionHistory
iShares Core MSCI Eafe ETF46432F842ETF160,527$10.8M9.8%−5,929−3.6%Reduced–
AAPLApple Inc.Stock44,224$8.58M7.8%−3,535−7.4%ReducedHistory
MSFTMicrosoft CorpStock13,545$4.61M4.2%−758−5.3%ReducedHistory
iShares Core U.S. Aggregate Bond ETF464287226ETF46,451$4.55M4.1%00.0%Unchanged–
Vanguard Real Estate ETF922908553ETF44,800$3.74M3.4%−35−0.1%Reduced–
Vanguard Morningstar Large-Cap ETF922908637ETF14,675$2.97M2.7%00.0%Unchanged–
MRKMerck & Co., Inc.Stock25,480$2.94M2.7%−1,786−6.6%ReducedHistory
JPMJPMorgan Chase & CoStock16,315$2.37M2.2%−1,967−10.8%ReducedHistory
AMZNAmazon Com IncStock17,796$2.32M2.1%−3,200−15.2%ReducedHistory
GOOGAlphabet Inc.Stock18,960$2.29M2.1%−2,161−10.2%ReducedHistory
METAMeta Platforms, Inc.Stock7,177$2.06M1.9%00.0%UnchangedHistory
Vanguard S&P 500 ETF922908363ETF4,018$1.64M1.5%−6−0.1%Reduced–
ABTAbbott LaboratoriesStock13,361$1.46M1.3%00.0%UnchangedHistory
INTCIntel CorpStock43,484$1.45M1.3%00.0%UnchangedHistory
MNSTMonster Beverage CorpCOM23,238$1.33M1.2%00.0%UnchangedHistory
JNJJohnson & JohnsonStock8,059$1.33M1.2%−820−9.2%ReducedHistory
UNHUnitedHealth Group IncStock2,629$1.26M1.1%00.0%UnchangedHistory
CSCOCisco Systems, Inc.Stock23,751$1.23M1.1%00.0%UnchangedHistory
LLYEli Lilly & CoStock2,577$1.21M1.1%00.0%UnchangedHistory
AMPAmeriprise Financial IncCOM3,108$1.03M0.9%00.0%UnchangedHistory
ABBVAbbVie Inc.Stock7,635$1.03M0.9%−180−2.3%ReducedHistory
DEDeere & CoStock2,518$1.02M0.9%00.0%UnchangedHistory
BKNGBooking Holdings Inc.Stock377$1.02M0.9%00.0%UnchangedHistory
TGTTarget CorpStock7,380$973.4K0.9%−572−7.2%ReducedHistory
LOWLowes Companies IncStock4,108$927.2K0.8%00.0%UnchangedHistory
GOOGLAlphabet Inc.Stock7,352$880.0K0.8%−1,552−17.4%ReducedHistory
KLACKLA CorpCOM NEW1,779$862.9K0.8%00.0%UnchangedHistory
BLKBlackRock, Inc.COM1,142$789.3K0.7%+2+0.2%AddedHistory
CRMSalesforce, Inc.Stock3,706$782.9K0.7%−71−1.9%ReducedHistory
ETNEaton Corp plcStock3,882$780.7K0.7%00.0%UnchangedHistory
AVGOBroadcom Inc.Stock845$733.0K0.7%00.0%UnchangedHistory
ITWIllinois Tool Works IncStock2,819$705.2K0.6%−70−2.4%ReducedHistory
PFEPfizer IncStock17,848$654.7K0.6%−2,658−13.0%ReducedHistory
PEPPepsiCo IncStock3,528$653.5K0.6%−814−18.7%ReducedHistory
CVSCVS Health CorpStock9,431$652.0K0.6%+292+3.2%AddedHistory
CMECME Group Inc.COM3,388$627.8K0.6%00.0%UnchangedHistory
BRK.BBerkshire Hathaway IncStock1,811$617.6K0.6%00.0%UnchangedHistory
NVDANVIDIA CorpStock1,376$582.1K0.5%+302+28.1%AddedHistory
PGProcter & Gamble CoStock3,833$581.6K0.5%−1,819−32.2%ReducedHistory
MCDMcDonalds CorpStock1,861$555.3K0.5%−743−28.5%ReducedHistory
COSTCostco Wholesale CorpStock969$521.7K0.5%+32+3.4%AddedHistory
BRK.ABerkshire Hathaway IncCL A1$517.8K0.5%00.0%UnchangedHistory
COPConocoPhillipsStock4,655$482.3K0.4%+1,059+29.4%AddedHistory
iShares Tr464287234MSCI EMG MKT ETF11,662$461.3K0.4%−2,342−16.7%Reduced–
VVisa Inc.Stock1,886$447.9K0.4%−85−4.3%ReducedHistory
PAYXPaychex IncStock3,806$425.8K0.4%+17+0.4%AddedHistory
TSLATesla, Inc.Stock1,623$424.9K0.4%+164+11.2%AddedHistory
BABoeing CoStock1,884$397.8K0.4%+87+4.8%AddedHistory
PEGPublic Service Enterprise Group IncCOM6,261$392.0K0.4%00.0%UnchangedHistory
STZConstellation Brands, Inc.Stock1,577$388.1K0.4%00.0%UnchangedHistory
NVSNovartis AGADR3,763$379.7K0.3%−117−3.0%ReducedHistory
XOMExxonMobil Holdings CorpCOM3,427$367.5K0.3%00.0%UnchangedHistory
CPRTCopart IncCOM3,980$363.0K0.3%00.0%UnchangedHistory
ODFLOld Dominion Freight Line, Inc.COM970$358.7K0.3%00.0%UnchangedHistory
FBINFortune Brands Innovations, Inc.COM4,651$334.6K0.3%00.0%UnchangedHistory
SBUXStarbucks CorpStock3,289$325.8K0.3%00.0%UnchangedHistory
CVXChevron CorpStock1,921$302.3K0.3%00.0%UnchangedHistory
SNPSSynopsys IncCOM694$302.2K0.3%−15−2.1%ReducedHistory
LMTLockheed Martin CorpStock655$301.5K0.3%00.0%UnchangedHistory
ALGNAlign Technology IncCOM851$300.9K0.3%+46+5.7%AddedHistory
HDHome Depot, Inc.Stock943$292.9K0.3%−24−2.5%ReducedHistory
BMYBristol Myers Squibb CoStock4,573$292.4K0.3%−794−14.8%ReducedHistory
BDXBecton Dickinson & CoStock1,093$288.6K0.3%−450−29.2%ReducedHistory
RYRoyal Bank of CanadaStock2,941$280.9K0.3%00.0%UnchangedHistory
COFCapital One Financial CorpStock2,541$277.9K0.3%−139−5.2%ReducedHistory
MAMastercard IncStock706$277.7K0.3%00.0%UnchangedHistory
DDDuPont de Nemours, Inc.COM3,802$271.6K0.2%00.0%UnchangedHistory
STXSeagate Technology Holdings plcORD SHS4,338$268.4K0.2%00.0%UnchangedHistory
Vanguard Morningstar Total Stock Market ETF922908769ETF1,165$256.6K0.2%00.0%Unchanged–
GILDGilead Sciences, Inc.Stock3,324$256.2K0.2%00.0%UnchangedHistory
ADBEAdobe Inc.Stock517$252.8K0.2%00.0%UnchangedHistory
RTXRTX CorpStock2,562$251.0K0.2%00.0%UnchangedHistory
CMCSAComcast CorpStock5,874$244.1K0.2%00.0%UnchangedHistory
ULUnilever PLCSPON ADR NEW4,470$233.0K0.2%00.0%UnchangedHistory
DLRDigital Realty Trust, Inc.COM2,034$231.6K0.2%00.0%UnchangedHistory
WMTWalmart Inc.Stock1,472$231.4K0.2%−18−1.2%ReducedHistory
QCOMQualcomm IncStock1,844$219.5K0.2%−1,837−49.9%ReducedHistory
CTVACorteva, Inc.Stock3,773$216.2K0.2%−444−10.5%ReducedHistory
RVSBRiverview Bancorp IncCOM42,651$215.0K0.2%+42,651NewHistory
CDWCDW CorpCOM1,170$214.7K0.2%00.0%UnchangedHistory
MRSHMarsh & McLennan Companies, Inc.Stock1,125$211.6K0.2%00.0%UnchangedHistory
TAT&T Inc.Stock13,157$209.9K0.2%00.0%UnchangedHistory
DTEDte Energy CoCOM1,886$207.5K0.2%00.0%UnchangedHistory
NEENextera Energy IncStock2,786$206.7K0.2%−4,065−59.3%ReducedHistory
VZVerizon Communications IncStock5,553$206.5K0.2%−2,627−32.1%ReducedHistory
FDXFedEx CorpStock831$206.0K0.2%00.0%UnchangedHistory
USBUS Bancorp DECOM NEW6,125$202.4K0.2%+386+6.7%AddedHistory
IBMInternational Business Machines CorpStock1,508$201.8K0.2%−614−28.9%ReducedHistory
TMOThermo Fisher Scientific Inc.Stock384$200.4K0.2%00.0%UnchangedHistory
LINLinde PLCStock524$199.7K0.2%−460−46.7%ReducedHistory
GSGoldman Sachs Group IncStock612$197.4K0.2%00.0%UnchangedHistory
DOWDow Inc.Stock3,701$197.1K0.2%−444−10.7%ReducedHistory
TDYTeledyne Technologies IncCOM453$186.2K0.2%00.0%UnchangedHistory
MSIMotorola Solutions, Inc.Stock620$181.8K0.2%00.0%UnchangedHistory
UNPUnion Pacific CorpStock858$175.6K0.2%−27−3.1%ReducedHistory
BSXBoston Scientific CorpStock3,201$173.1K0.2%00.0%UnchangedHistory
ISRGIntuitive Surgical IncCOM NEW496$169.6K0.2%00.0%UnchangedHistory
ORCLOracle CorpStock1,370$163.2K0.1%00.0%UnchangedHistory
PRIPrimerica, Inc.Stock825$163.2K0.1%00.0%UnchangedHistory
POOLPool CorpCOM424$158.8K0.1%00.0%UnchangedHistory

Sold out since Q1 2023 (98)

Positions held at the end of Q1 2023 that are gone from this filing.

Positions of Riverview Trust Co sold out since Q1 2023
SecurityClassShares in Q1 2023Value in Q1 2023% of portfolio in Q1 2023History
CPTCamden Property TrustREIT1,608$168.6K0.2%History
ELEstee Lauder Companies IncCL A225$55.5K0.1%History
GDGeneral Dynamics CorpStock225$51.3K<0.1%History
OTISOtis Worldwide CorpStock500$42.2K<0.1%History
OSHOak Street Health, Inc.COM767$29.7K<0.1%History
XYZBlock, Inc.CL A332$22.8K<0.1%History
OMCOmnicom Group Inc.COM235$22.2K<0.1%History
INCYIncyte CorpCOM297$21.5K<0.1%History
ENBEnbridge IncStock547$20.9K<0.1%History
PAYCPaycom Software, Inc.Stock66$20.1K<0.1%History
FHIFederated Hermes, Inc.CL B487$19.5K<0.1%History
SAFESafehold Inc.COM613$18.3K<0.1%History
BRMKBroadmark Realty Capital Inc.COM3,442$16.2K<0.1%History
ZSZscaler, Inc.Stock137$16.0K<0.1%History
NOVNOV Inc.COM860$15.9K<0.1%History
Vanguard Scottsdale FDS92206C664VNG RUS2000IDX220$15.9K<0.1%–
HLFHerbalife Ltd.COM SHS984$15.8K<0.1%History
VSXYVictoria's Secret & Co.COMMON STOCK457$15.6K<0.1%History
STAAStaar Surgical CoCOM PAR $0.01243$15.5K<0.1%History
TEAMAtlassian CorpCL A89$15.2K<0.1%History
GAPGap IncCOM1,505$15.1K<0.1%History
PCTYPaylocity Holding CorpCOM75$14.9K<0.1%History
HPHelmerich & Payne, Inc.COM409$14.6K<0.1%History
MLKNMillerknoll, Inc.COM706$14.4K<0.1%History
SBACSba Communications CorpCL A55$14.4K<0.1%History
ZMZoom Communications, Inc.Stock194$14.3K<0.1%History
FATEFate Therapeutics IncCOM2,497$14.2K<0.1%History
MXLMaxlinear, IncCOM404$14.2K<0.1%History
SPTSprout Social, Inc.COM CL A233$14.2K<0.1%History
ESEversource EnergyStock181$14.2K<0.1%History
BYNDBeyond Meat, Inc.COM869$14.1K<0.1%History
AZTAAzenta, Inc.COM316$14.1K<0.1%History
EXRExtra Space Storage Inc.COM86$14.0K<0.1%History
RUNSunrun Inc.COM694$14.0K<0.1%History
TRIPTripAdvisor, Inc.COM692$13.7K<0.1%History
TNDMTandem Diabetes Care IncCOM NEW338$13.7K<0.1%History
LAZRQLuminar Technologies, Inc.COM CL A2,115$13.7K<0.1%History
NUSNu Skin Enterprises, Inc.CL A345$13.6K<0.1%History
KKellanovaStock201$13.5K<0.1%History
RJFRaymond James Financial IncCOM143$13.3K<0.1%History
CABOCable One, Inc.COM19$13.3K<0.1%History
RVTYRevvity, Inc.COM99$13.2K<0.1%History
UGIUgi CorpStock379$13.2K<0.1%History
STEPStepStone Group Inc.COM CL A541$13.1K<0.1%History
First Tr Exch Traded FD III33739P301MUNI HI INCM ETF280$13.1K<0.1%–
WOLFWolfspeed, Inc.Stock202$13.1K<0.1%History
JBGSJBG Smith PropertiesCOM871$13.1K<0.1%History
EOGEOG Resources IncStock114$13.1K<0.1%History
GTGoodyear Tire & Rubber CoCOM1,182$13.0K<0.1%History
HAINHain Celestial Group IncCOM758$13.0K<0.1%History
CNSCohen & Steers, Inc.COM203$13.0K<0.1%History
MRTXMirati Therapeutics, Inc.COM347$12.9K<0.1%History
KIMKimco Realty CorpCOM658$12.9K<0.1%History
GLDDGreat Lakes Dredge & Dock CORPCOM2,357$12.8K<0.1%History
HASIHA Sustainable Infrastructure Capital, Inc.COM442$12.6K<0.1%History
WSMWilliams Sonoma IncCOM103$12.5K<0.1%History
GNTYGuaranty Bancshares IncCOM444$12.4K<0.1%History
LDOSLeidos Holdings, Inc.COM134$12.3K<0.1%History
EQHEquitable Holdings, Inc.COM485$12.3K<0.1%History
TDOCTeladoc Health, Inc.COM472$12.2K<0.1%History
CLVTClarivate PLCORD SHS1,300$12.2K<0.1%History
TFSLTFS Financial CORPCOM965$12.2K<0.1%History
OPIOffice Properties Income TrustCOM SHS BEN INT983$12.1K<0.1%History
QTWOQ2 Holdings, Inc.COM483$11.9K<0.1%History
HBANHuntington Bancshares IncCOM1,056$11.8K<0.1%History
WBSWebster Financial CorpCOM299$11.8K<0.1%History
CUZCousins Properties IncCOM NEW551$11.8K<0.1%History
WHRWhirlpool CorpStock88$11.6K<0.1%History
HELEHelen of Troy LtdStock122$11.6K<0.1%History
STWDStarwood Property Trust, Inc.COM656$11.6K<0.1%History
MORNMorningstar, Inc.COM57$11.6K<0.1%History
SYFSynchrony FinancialCOM397$11.5K<0.1%History
HIWHighwoods Properties, Inc.COM496$11.5K<0.1%History
CFRCullen/Frost Bankers, Inc.COM108$11.4K<0.1%History
VLYValley National BancorpCOM1,207$11.2K<0.1%History
Vanguard Morningstar Small-Cap Growth ETF922908595ETF51$11.0K<0.1%–
CFCF Industries Holdings, Inc.COM151$10.9K<0.1%History
WDWalker & Dunlop, Inc.COM143$10.9K<0.1%History
CBSHCommerce Bancshares IncStock185$10.8K<0.1%History
CHKPCheck Point Software Technologies LtdORD83$10.8K<0.1%History
FVCBFVCBankcorp, Inc.COM1,012$10.8K<0.1%History
SFSTSouthern First Bancshares IncCOM343$10.5K<0.1%History
GHGuardant Health, Inc.COM443$10.4K<0.1%History
AEVAAeva Technologies, Inc.COM8,693$10.3K<0.1%History
UNITUniti Group Inc.COM2,728$9.68K<0.1%History
BXMTBlackstone Mortgage Trust, Inc.COM CL A541$9.66K<0.1%History
WKHSWorkhorse Group Inc.COM NEW7,046$9.37K<0.1%History
VMRKVivmark ResidentialSH BEN INT147$8.82K<0.1%History
CUBICustomers Bancorp, Inc.COM468$8.67K<0.1%History
First Tr Exchng Traded FD VI33740U778VEST BUFFERED249$4.72K<0.1%–
First Tr Exchange-Traded FD33734H106SHS107$4.30K<0.1%–
WisdomTree Tr97717X594ITL HDG QTLY DIV90$3.55K<0.1%–
WisdomTree Tr97717W505US MIDCAP DIVID82$3.36K<0.1%–
First Trust Rising Dividend Achievers ETF33738R506ETF74$3.32K<0.1%–
First Rep BK San Francisco C33616C100COM160$2.24K<0.1%–
Vanguard Morningstar Small-Cap Value ETF922908611ETF7$1.11K<0.1%–
SIVBSVB Financial GroupCOM129$117<0.1%History
ONLOrion Properties Inc.REIT14$94<0.1%History