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Livermore
Livermore
ZHEN

Riverview Trust Co

SEC CIK
0001593600
Latest filing
Jul 31, 2026

Holdings in Q4 2024

Holdings as of Dec 31, 2024, filed Feb 6, 2025. Long positions only; changes compare share counts with Q3 2024.

Institution overview
Positions
820
−1 vs. Q3 2024
Portfolio value
$110.0M
−$4.03M (−3.5%) vs. Q3 2024
Filed
Feb 6, 2025
SEC
Holdings of Riverview Trust Co in Q4 2024
SecurityClassSharesValue% of portfolioShare changeActionHistory
APHAmphenol CorpCL A2,143$148.8K0.1%−19−0.9%ReducedHistory
SPOTSpotify Technology S.A.Stock337$150.8K0.1%00.0%UnchangedHistory
DISWalt Disney CoStock1,360$151.4K0.1%−29−2.1%ReducedHistory
RCLRoyal Caribbean Cruises LtdCOM671$154.8K0.1%00.0%UnchangedHistory
SOSouthern CoStock1,889$155.5K0.1%+7+0.4%AddedHistory
ALLAllstate CorpStock807$155.6K0.1%00.0%UnchangedHistory
iShares Select Dividend ETF464287168ETF1,196$157.0K0.1%00.0%Unchanged–
XELXcel Energy IncStock2,348$158.5K0.1%00.0%UnchangedHistory
Vanguard Star FDS921909768VG TL INTL STK F2,739$161.4K0.1%−12,097−81.5%Reduced–
NOWServiceNow, Inc.Stock153$162.2K0.1%00.0%UnchangedHistory
WMBWilliams Companies, Inc.COM3,014$163.1K0.1%00.0%UnchangedHistory
GEGeneral Electric CoStock979$163.3K0.1%+4+0.4%AddedHistory
SHELShell plcADR2,629$164.7K0.1%00.0%UnchangedHistory
GVAGranite Construction IncCOM1,879$164.8K0.1%00.0%UnchangedHistory
iShares Core MSCI Emerging Markets ETF46434G103ETF3,165$165.3K0.2%00.0%Unchanged–
HONHoneywell International IncCOM741$167.4K0.2%00.0%UnchangedHistory
PGRProgressive CorpStock707$169.4K0.2%+2+0.3%AddedHistory
ACGLArch Capital Group Ltd.Stock1,865$172.2K0.2%−8−0.4%ReducedHistory
SYKStryker CorpStock485$174.6K0.2%00.0%UnchangedHistory
CATCaterpillar IncStock494$179.2K0.2%00.0%UnchangedHistory
FISVFiserv IncStock889$182.6K0.2%00.0%UnchangedHistory
NEENextera Energy IncStock2,610$187.1K0.2%−18−0.7%ReducedHistory
WELLWelltower Inc.REIT1,504$189.5K0.2%00.0%UnchangedHistory
CMECME Group Inc.COM820$190.4K0.2%−1−0.1%ReducedHistory
SCHWSchwab Charles CorpStock2,582$191.1K0.2%00.0%UnchangedHistory
WFC.PLWells Fargo & CompanyPERP PFD CNV A167$199.4K0.2%00.0%UnchangedHistory
VZVerizon Communications IncStock5,013$200.5K0.2%−1,438−22.3%ReducedHistory
TMUST-Mobile US, Inc.Stock909$200.6K0.2%00.0%UnchangedHistory
INTUIntuit Inc.Stock320$201.1K0.2%+2+0.6%AddedHistory
ETNEaton Corp plcStock613$203.4K0.2%00.0%UnchangedHistory
MSIMotorola Solutions, Inc.Stock449$207.5K0.2%00.0%UnchangedHistory
ADBEAdobe Inc.Stock468$208.1K0.2%00.0%UnchangedHistory
AMPAmeriprise Financial IncCOM392$208.7K0.2%00.0%UnchangedHistory
Bank of Amer Corp0605056827.25%CNV PFD L174$212.2K0.2%00.0%Unchanged–
MMM3M CoStock1,646$212.5K0.2%00.0%UnchangedHistory
LINLinde PLCStock512$214.4K0.2%+1+0.2%AddedHistory
ULUnilever PLCSPON ADR NEW3,849$218.2K0.2%00.0%UnchangedHistory
BMYBristol Myers Squibb CoStock3,883$219.6K0.2%+511+15.2%AddedHistory
ISRGIntuitive Surgical IncCOM NEW421$219.7K0.2%00.0%UnchangedHistory
PNCPNC Financial Services Group, Inc.Stock1,183$228.1K0.2%+7+0.6%AddedHistory
CTVACorteva, Inc.Stock4,068$231.7K0.2%−54−1.3%ReducedHistory
ORCLOracle CorpStock1,400$233.3K0.2%00.0%UnchangedHistory
FDXFedEx CorpStock837$235.5K0.2%−2−0.2%ReducedHistory
MRSHMarsh & McLennan Companies, Inc.Stock1,122$238.3K0.2%+6+0.5%AddedHistory
RTXRTX CorpStock2,109$244.1K0.2%00.0%UnchangedHistory
CRMSalesforce, Inc.Stock769$257.1K0.2%00.0%UnchangedHistory
AMGNAmgen IncStock1,006$262.2K0.2%−10−1.0%ReducedHistory
CMCSAComcast CorpStock7,052$264.7K0.2%00.0%UnchangedHistory
CVXChevron CorpStock1,845$267.2K0.2%00.0%UnchangedHistory
BDXBecton Dickinson & CoStock1,211$274.7K0.2%−4−0.3%ReducedHistory
USBUS Bancorp DECOM NEW5,752$275.1K0.3%−17−0.3%ReducedHistory
iShares Russell Midcap ETF464287499ETF3,180$281.1K0.3%00.0%Unchanged–
BSXBoston Scientific CorpStock3,228$288.3K0.3%−10.0%ReducedHistory
SBUXStarbucks CorpStock3,199$291.9K0.3%00.0%UnchangedHistory
DLRDigital Realty Trust, Inc.COM1,674$296.9K0.3%00.0%UnchangedHistory
TAT&T Inc.Stock13,494$307.3K0.3%00.0%UnchangedHistory
DDDuPont de Nemours, Inc.COM4,041$308.1K0.3%−54−1.3%ReducedHistory
BKNGBooking Holdings Inc.Stock64$318.0K0.3%−2−3.0%ReducedHistory
RYRoyal Bank of CanadaStock2,653$319.7K0.3%00.0%UnchangedHistory
NFLXNetflix IncStock362$322.7K0.3%−30−7.7%ReducedHistory
TGTTarget CorpStock2,406$325.2K0.3%−95−3.8%ReducedHistory
STXSeagate Technology Holdings plcORD SHS3,829$330.5K0.3%00.0%UnchangedHistory
QCOMQualcomm IncStock2,289$351.6K0.3%−20−0.9%ReducedHistory
NVSNovartis AGADR3,763$366.2K0.3%00.0%UnchangedHistory
XOMExxonMobil Holdings CorpCOM3,482$374.6K0.3%+19+0.5%AddedHistory
GSGoldman Sachs Group IncStock663$379.6K0.3%+2+0.3%AddedHistory
COPConocoPhillipsStock3,903$387.1K0.4%+222+6.0%AddedHistory
IBMInternational Business Machines CorpStock1,814$398.8K0.4%−60−3.2%ReducedHistory
Vanguard Wellington FD921935508US MOMENTUM2,456$403.7K0.4%00.0%Unchanged–
MAMastercard IncStock772$406.5K0.4%+2+0.3%AddedHistory
iShares Tr46435G326CORE MSCI INTL6,543$421.8K0.4%00.0%Unchanged–
PEPPepsiCo IncStock2,813$427.7K0.4%−374−11.7%ReducedHistory
LMTLockheed Martin CorpStock898$436.4K0.4%−10−1.1%ReducedHistory
WMTWalmart Inc.Stock4,834$436.8K0.4%+15+0.3%AddedHistory
HDHome Depot, Inc.Stock1,125$437.6K0.4%+2+0.2%AddedHistory
COFCapital One Financial CorpStock2,542$453.3K0.4%00.0%UnchangedHistory
PEGPublic Service Enterprise Group IncCOM5,528$467.1K0.4%00.0%UnchangedHistory
iShares Core S&P 500 ETF464287200ETF805$473.9K0.4%−20−2.4%Reduced–
PAYXPaychex IncStock3,416$479.0K0.4%00.0%UnchangedHistory
LLYEli Lilly & CoStock635$490.2K0.4%−1−0.2%ReducedHistory
MCDMcDonalds CorpStock1,749$507.0K0.5%+4+0.2%AddedHistory
CSCOCisco Systems, Inc.Stock9,373$554.9K0.5%00.0%UnchangedHistory
UNHUnitedHealth Group IncStock1,121$567.1K0.5%+33+3.0%AddedHistory
INTCIntel CorpStock28,567$572.8K0.5%+565+2.0%AddedHistory
PFEPfizer IncStock21,740$576.8K0.5%−92−0.4%ReducedHistory
PGProcter & Gamble CoStock3,532$592.1K0.5%+13+0.4%AddedHistory
MNSTMonster Beverage CorpCOM11,272$592.5K0.5%+15+0.1%AddedHistory
VVisa Inc.Stock2,085$658.9K0.6%+7+0.3%AddedHistory
BLKBlackRock, Inc.Stock655$671.4K0.6%00.0%UnchangedHistory
ITWIllinois Tool Works IncStock2,666$676.0K0.6%00.0%UnchangedHistory
BRK.ABerkshire Hathaway IncCL A1$680.9K0.6%00.0%UnchangedHistory
TSLATesla, Inc.Stock1,847$745.9K0.7%−92−4.7%ReducedHistory
Vanguard Mun BD FDS922907746TAX EXEMPT BD15,525$778.3K0.7%00.0%Unchanged–
BRK.BBerkshire Hathaway IncStock1,719$779.2K0.7%+4+0.2%AddedHistory
JNJJohnson & JohnsonStock5,979$864.7K0.8%−238−3.8%ReducedHistory
Vanguard Morningstar Total Stock Market ETF922908769ETF3,004$870.6K0.8%−2,473−45.2%Reduced–
COSTCostco Wholesale CorpStock1,007$922.7K0.8%+1+0.1%AddedHistory
LOWLowes Companies IncStock3,806$939.3K0.9%00.0%UnchangedHistory
Vanguard Morningstar Mid-Cap ETF922908629ETF3,592$948.8K0.9%00.0%Unchanged–
Vanguard Morningstar Small-Cap ETF922908751ETF4,097$984.4K0.9%−168−3.9%Reduced–

Sold out since Q3 2024 (100)

Positions held at the end of Q3 2024 that are gone from this filing.

Positions of Riverview Trust Co sold out since Q3 2024
SecurityClassShares in Q3 2024Value in Q3 2024% of portfolio in Q3 2024History
Vanguard Total Bond Market ETF921937835ETF1,934$145.3K0.1%–
Vanguard Total International Bond ETF92203J407ETF2,464$123.9K0.1%–
GPCGenuine Parts CoStock778$108.7K0.1%History
Vanguard Index FDS922908652EXTEND MKT ETF305$55.5K<0.1%–
Invesco QQQ Trust Series I46090E103ETF109$53.2K<0.1%–
Goldman Sachs ETF Tr381430503ACTIVEBETA US LG461$52.1K<0.1%–
Atlantica Sustainable Infr PG0751N103SHS2,254$49.5K<0.1%–
HUMHumana IncStock121$38.3K<0.1%History
VanEck ETF Trust92189H607OIL SERVICES ETF126$35.7K<0.1%–
MROMarathon Oil CorpCOM960$25.6K<0.1%History
CGNXCognex CorpCOM616$24.9K<0.1%History
ADMArcher-Daniels-Midland CoStock390$23.3K<0.1%History
iShares Russell 2000 Growth ETF464287648ETF70$19.9K<0.1%–
QSQuantumScape CorpCOM CL A3,181$18.3K<0.1%History
BIIBBiogen Inc.COM93$18.0K<0.1%History
NOVNOV Inc.COM1,075$17.2K<0.1%History
ATKRAtkore Inc.COM200$16.9K<0.1%History
ENPHEnphase Energy, Inc.Stock146$16.5K<0.1%History
AAPAdvance Auto Parts IncCOM283$11.0K<0.1%History
ONONOn Holding AGStock122$6.12K<0.1%History
Vanguard Information Technology ETF92204A702ETF8$4.69K<0.1%–
CLColgate Palmolive CoStock12$1.25K<0.1%History
AWKAmerican Water Works Company, Inc.Stock7$1.02K<0.1%History
ESEversource EnergyStock15$1.02K<0.1%History
HALHalliburton CoStock34$988<0.1%History
NUNu Holdings Ltd.ORD SHS CL A72$983<0.1%History
DEAEasterly Government Properties, Inc.COM72$978<0.1%History
FNBFNB CorpCOM69$974<0.1%History
ZBHZimmer Biomet Holdings, Inc.Stock9$972<0.1%History
BYByline Bancorp, Inc.COM36$964<0.1%History
BUSEFirst Busey CorpCOM NEW37$963<0.1%History
Townebank Portsmouth Va89214P109COM29$959<0.1%–
PLYMPlymouth Industrial REIT, Inc.COM40$904<0.1%History
AVYAvery Dennison CorpCOM4$883<0.1%History
CCNECNB Financial CorpCOM35$842<0.1%History
LANDGladstone Land CorpCOM60$834<0.1%History
BHBBar Harbor BanksharesCOM27$833<0.1%History
DVNDevon Energy CorpStock21$822<0.1%History
SWNSouthwestern Energy CoCOM115$818<0.1%History
NTSTNETSTREIT Corp.COM49$810<0.1%History
BBTBeacon Financial CorpCOM30$808<0.1%History
MCHPMicrochip Technology IncStock10$803<0.1%History
LADRLadder Capital CorpCL A69$800<0.1%History
RLJRLJ Lodging TrustCOM87$799<0.1%History
SLBSLB LimitedStock19$797<0.1%History
UVSPUnivest Financial CorpCOM28$788<0.1%History
YORWYork Water CoCOM21$787<0.1%History
VLTOVeralto CorpStock7$783<0.1%History
BLDRBuilders FirstSource, Inc.Stock4$775<0.1%History
HSYHershey CoCOM4$767<0.1%History
BATRKAtlanta Braves Holdings, Inc.COM SER C19$756<0.1%History
BALLBALL CorpCOM11$747<0.1%History
CBZCBIZ, Inc.COM11$740<0.1%History
LBTYKLiberty Global Ltd.COM CL C34$735<0.1%History
STESTERIS plcSHS USD3$728<0.1%History
CLHClean Harbors IncCOM3$725<0.1%History
EXRExtra Space Storage Inc.COM4$721<0.1%History
AIVApartment Investment & Management CoCL A79$714<0.1%History
PATKPatrick Industries IncCOM5$712<0.1%History
ONBOld National BancorpStock38$709<0.1%History
TTEKTetra Tech IncCOM15$707<0.1%History
WTBAWest Bancorporation IncCAP STK36$684<0.1%History
VVVValvoline IncCOM16$670<0.1%History
MKSIMKS IncCOM6$652<0.1%History
ONTOOnto Innovation Inc.COM3$623<0.1%History
WSMWilliams Sonoma IncCOM4$620<0.1%History
KMXCarMax IncCOM8$619<0.1%History
SFLSFL Corp Ltd.SHS52$602<0.1%History
OSKOshkosh CorpCOM6$601<0.1%History
ELEstee Lauder Companies IncCL A6$598<0.1%History
CNNECannae Holdings, Inc.COM31$591<0.1%History
EFXEquifax IncCOM2$588<0.1%History
ALCOAlico, Inc.COM21$587<0.1%History
APTVAptiv PLCSHS8$576<0.1%History
RBARB Global Inc.COM7$563<0.1%History
LBTYALiberty Global Ltd.COM CL A26$549<0.1%History
CHXChampionX CorpCOM18$543<0.1%History
JBHTHunt J B Transport Services IncCOM3$517<0.1%History
SGRYSurgery Partners, Inc.Stock16$516<0.1%History
PATHUiPath, Inc.Stock40$512<0.1%History
AVNTAvient CorpCOM10$503<0.1%History
THCTenet Healthcare CorpCOM NEW3$499<0.1%History
SGISomnigroup International Inc.COM9$491<0.1%History
AGIOAgios Pharmaceuticals, Inc.COM11$489<0.1%History
RITMRithm Capital Corp.REIT43$488<0.1%History
ODPODP CorpCOM16$476<0.1%History
KNSLKinsale Capital Group, Inc.Stock1$466<0.1%History
BENFranklin Templeton IncCOM23$463<0.1%History
UHSUniversal Health Services IncCL B2$458<0.1%History
AVDAmerican Vanguard CorpCOM86$456<0.1%History
VALValaris LtdCL A8$446<0.1%History
INSMINSMED IncCOM PAR $.016$438<0.1%History
ANABAnaptysbio, IncCOM13$436<0.1%History
ELFe.l.f. Beauty, Inc.COM4$436<0.1%History
ANFAbercrombie & Fitch CoCL A3$420<0.1%History
DKSDick's Sporting Goods, Inc.Stock2$417<0.1%History
BLDQXO Insulation, LLCStock1$407<0.1%History
EPAMEPAM Systems, Inc.COM2$398<0.1%History
SRPTSarepta Therapeutics, Inc.COM3$375<0.1%History
ZSZscaler, Inc.Stock2$342<0.1%History