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Livermore
Livermore
ZHEN

Riverview Trust Co

SEC CIK
0001593600
Latest filing
Jul 31, 2026

Holdings in Q1 2025

Holdings as of Mar 31, 2025, filed Apr 11, 2025. Long positions only; changes compare share counts with Q4 2024.

Institution overview
Positions
594
−226 vs. Q4 2024
Portfolio value
$101.3M
−$8.66M (−7.9%) vs. Q4 2024
Filed
Apr 11, 2025
SEC
Holdings of Riverview Trust Co in Q1 2025
SecurityClassSharesValue% of portfolioShare changeActionHistory
iShares Core MSCI Eafe ETF46432F842ETF156,140$11.8M11.7%−108−0.1%Reduced–
AAPLApple Inc.Stock23,424$5.20M5.1%−6,989−23.0%ReducedHistory
Vanguard Morningstar Large-Cap ETF922908637ETF17,649$4.54M4.5%00.0%Unchanged–
MSFTMicrosoft CorpStock10,241$3.84M3.8%−140−1.3%ReducedHistory
iShares Core U.S. Aggregate Bond ETF464287226ETF25,819$2.55M2.5%00.0%Unchanged–
Vanguard Ftse Developed Markets ETF921943858ETF48,354$2.46M2.4%00.0%Unchanged–
JPMJPMorgan Chase & CoStock7,858$1.93M1.9%−1,381−14.9%ReducedHistory
NVDANVIDIA CorpStock17,336$1.88M1.9%−631−3.5%ReducedHistory
AMZNAmazon Com IncStock8,598$1.64M1.6%−1,072−11.1%ReducedHistory
METAMeta Platforms, Inc.Stock2,645$1.52M1.5%−379−12.5%ReducedHistory
Vanguard S&P 500 ETF922908363ETF2,740$1.41M1.4%00.0%Unchanged–
AVGOBroadcom Inc.Stock7,893$1.32M1.3%−84−1.1%ReducedHistory
Vanguard Morningstar Total Stock Market ETF922908769ETF4,743$1.30M1.3%+1,739+57.9%Added–
ABBVAbbVie Inc.Stock6,206$1.30M1.3%−1,093−15.0%ReducedHistory
GOOGAlphabet Inc.Stock7,774$1.21M1.2%−2,858−26.9%ReducedHistory
ABTAbbott LaboratoriesStock9,114$1.21M1.2%−2,985−24.7%ReducedHistory
KLACKLA CorpCOM NEW1,696$1.15M1.1%−6−0.4%ReducedHistory
DEDeere & CoStock2,360$1.11M1.1%−9−0.4%ReducedHistory
Vanguard Real Estate ETF922908553ETF12,198$1.10M1.1%−7,799−39.0%Reduced–
GOOGLAlphabet Inc.Stock6,586$1.02M1.0%−1,278−16.3%ReducedHistory
MRKMerck & Co., Inc.Stock10,656$956.5K0.9%−3,989−27.2%ReducedHistory
COSTCostco Wholesale CorpStock998$943.9K0.9%−9−0.9%ReducedHistory
Vanguard Morningstar Mid-Cap ETF922908629ETF3,592$929.0K0.9%00.0%Unchanged–
Vanguard Morningstar Small-Cap ETF922908751ETF4,097$908.5K0.9%00.0%Unchanged–
BRK.BBerkshire Hathaway IncStock1,683$896.3K0.9%−36−2.1%ReducedHistory
LOWLowes Companies IncStock3,796$885.3K0.9%−10−0.3%ReducedHistory
JNJJohnson & JohnsonStock5,062$839.5K0.8%−917−15.3%ReducedHistory
BRK.ABerkshire Hathaway IncCL A1$798.4K0.8%00.0%UnchangedHistory
Vanguard Mun BD FDS922907746TAX EXEMPT BD15,525$770.4K0.8%00.0%Unchanged–
ITWIllinois Tool Works IncStock2,661$660.0K0.7%−5−0.2%ReducedHistory
VVisa Inc.Stock1,819$637.5K0.6%−266−12.8%ReducedHistory
BLKBlackRock, Inc.Stock651$616.2K0.6%−4−0.6%ReducedHistory
PGProcter & Gamble CoStock3,479$592.9K0.6%−53−1.5%ReducedHistory
CSCOCisco Systems, Inc.Stock9,221$569.0K0.6%−152−1.6%ReducedHistory
MCDMcDonalds CorpStock1,718$536.7K0.5%−31−1.8%ReducedHistory
PAYXPaychex IncStock3,408$525.8K0.5%−8−0.2%ReducedHistory
LLYEli Lilly & CoStock621$512.9K0.5%−14−2.2%ReducedHistory
INTCIntel CorpStock20,690$469.9K0.5%−7,877−27.6%ReducedHistory
TSLATesla, Inc.Stock1,795$465.2K0.5%−52−2.8%ReducedHistory
UNHUnitedHealth Group IncStock876$458.8K0.5%−245−21.9%ReducedHistory
COFCapital One Financial CorpStock2,536$454.7K0.4%−6−0.2%ReducedHistory
PEGPublic Service Enterprise Group IncCOM5,515$453.9K0.4%−13−0.2%ReducedHistory
iShares Tr46435G326CORE MSCI INTL6,543$450.7K0.4%00.0%Unchanged–
IBMInternational Business Machines CorpStock1,798$447.1K0.4%−16−0.9%ReducedHistory
iShares Core S&P 500 ETF464287200ETF785$441.1K0.4%−20−2.5%Reduced–
MNSTMonster Beverage CorpCOM7,142$417.9K0.4%−4,130−36.6%ReducedHistory
WMTWalmart Inc.Stock4,744$416.5K0.4%−90−1.9%ReducedHistory
PFEPfizer IncStock16,414$415.9K0.4%−5,326−24.5%ReducedHistory
MAMastercard IncStock756$414.4K0.4%−16−2.1%ReducedHistory
COPConocoPhillipsStock3,903$409.9K0.4%00.0%UnchangedHistory
XOMExxonMobil Holdings CorpCOM3,386$402.7K0.4%−96−2.8%ReducedHistory
LMTLockheed Martin CorpStock892$398.5K0.4%−6−0.7%ReducedHistory
Vanguard Star FDS921909768VG TL INTL STK F6,215$386.0K0.4%+3,476+126.9%Added–
PEPPepsiCo IncStock2,570$385.3K0.4%−243−8.6%ReducedHistory
Vanguard Wellington FD921935508US MOMENTUM2,456$372.6K0.4%00.0%Unchanged–
GSGoldman Sachs Group IncStock655$357.8K0.4%−8−1.2%ReducedHistory
TAT&T Inc.Stock12,542$354.7K0.4%−952−7.1%ReducedHistory
QCOMQualcomm IncStock2,289$351.6K0.3%00.0%UnchangedHistory
NFLXNetflix IncStock354$330.1K0.3%−8−2.2%ReducedHistory
STXSeagate Technology Holdings plcORD SHS3,829$325.3K0.3%00.0%UnchangedHistory
HDHome Depot, Inc.Stock860$315.2K0.3%−265−23.6%ReducedHistory
AMGNAmgen IncStock1,006$313.4K0.3%00.0%UnchangedHistory
CVXChevron CorpStock1,813$303.3K0.3%−32−1.7%ReducedHistory
RYRoyal Bank of CanadaStock2,653$299.0K0.3%00.0%UnchangedHistory
RTXRTX CorpStock2,085$276.2K0.3%−24−1.1%ReducedHistory
MRSHMarsh & McLennan Companies, Inc.Stock1,110$270.9K0.3%−12−1.1%ReducedHistory
iShares Russell Midcap ETF464287499ETF3,180$270.5K0.3%00.0%Unchanged–
BDXBecton Dickinson & CoStock1,164$266.6K0.3%−47−3.9%ReducedHistory
CMCSAComcast CorpStock6,985$257.7K0.3%−67−1.0%ReducedHistory
NVSNovartis AGADR2,296$256.0K0.3%−1,467−39.0%ReducedHistory
SBUXStarbucks CorpStock2,505$245.7K0.2%−694−21.7%ReducedHistory
USBUS Bancorp DECOM NEW5,704$240.8K0.2%−48−0.8%ReducedHistory
MMM3M CoStock1,634$240.0K0.2%−12−0.7%ReducedHistory
DLRDigital Realty Trust, Inc.COM1,666$238.7K0.2%−8−0.5%ReducedHistory
LINLinde PLCStock503$234.2K0.2%−9−1.8%ReducedHistory
BMYBristol Myers Squibb CoStock3,835$233.9K0.2%−48−1.2%ReducedHistory
ULUnilever PLCSPON ADR NEW3,849$229.2K0.2%00.0%UnchangedHistory
WELLWelltower Inc.REIT1,494$228.9K0.2%−10−0.7%ReducedHistory
BSXBoston Scientific CorpStock2,237$225.7K0.2%−991−30.7%ReducedHistory
VZVerizon Communications IncStock4,932$223.7K0.2%−81−1.6%ReducedHistory
TMUST-Mobile US, Inc.Stock816$217.6K0.2%−93−10.2%ReducedHistory
Bank of Amer Corp0605056827.25%CNV PFD L174$214.8K0.2%00.0%Unchanged–
ISRGIntuitive Surgical IncCOM NEW415$205.5K0.2%−6−1.4%ReducedHistory
DDDuPont de Nemours, Inc.COM2,745$205.0K0.2%−1,296−32.1%ReducedHistory
FDXFedEx CorpStock834$203.3K0.2%−3−0.4%ReducedHistory
CRMSalesforce, Inc.Stock751$201.5K0.2%−18−2.3%ReducedHistory
WFC.PLWells Fargo & CompanyPERP PFD CNV A167$200.5K0.2%00.0%UnchangedHistory
SCHWSchwab Charles CorpStock2,555$200.0K0.2%−27−1.0%ReducedHistory
BKNGBooking Holdings Inc.Stock43$198.1K0.2%−21−32.8%ReducedHistory
PGRProgressive CorpStock696$197.0K0.2%−11−1.6%ReducedHistory
MSIMotorola Solutions, Inc.Stock445$194.8K0.2%−4−0.9%ReducedHistory
FISVFiserv IncStock877$193.7K0.2%−12−1.3%ReducedHistory
SHELShell plcADR2,629$192.7K0.2%00.0%UnchangedHistory
INTUIntuit Inc.Stock313$192.2K0.2%−7−2.2%ReducedHistory
ORCLOracle CorpStock1,370$191.5K0.2%−30−2.1%ReducedHistory
GEGeneral Electric CoStock955$191.1K0.2%−24−2.5%ReducedHistory
AMPAmeriprise Financial IncCOM390$188.8K0.2%−2−0.5%ReducedHistory
NEENextera Energy IncStock2,595$184.0K0.2%−15−0.6%ReducedHistory
SPOTSpotify Technology S.A.Stock334$183.7K0.2%−3−0.9%ReducedHistory
ACGLArch Capital Group Ltd.Stock1,865$179.4K0.2%00.0%UnchangedHistory

Sold out since Q4 2024 (252)

Positions held at the end of Q4 2024 that are gone from this filing.

The largest 100 of 252 by value last quarter.

Positions of Riverview Trust Co sold out since Q4 2024
SecurityClassShares in Q4 2024Value in Q4 2024% of portfolio in Q4 2024History
ONOn Semiconductor CorpStock1,127$71.1K0.1%History
DXCMDexcom IncCOM471$36.6K<0.1%History
LWLamb Weston Holdings, Inc.Stock544$36.4K<0.1%History
OUTOUTFRONT Media Inc.COM1,965$34.9K<0.1%History
GISGeneral Mills IncStock524$33.4K<0.1%History
IEXIdex CorpCOM142$29.7K<0.1%History
APAAPA CorpStock1,280$29.6K<0.1%History
CAGConagra Brands Inc.Stock1,053$29.2K<0.1%History
APPAppLovin CorpCOM CL A87$28.2K<0.1%History
ASHAshland Inc.COM394$28.2K<0.1%History
DDominion Energy, IncStock501$27.0K<0.1%History
XRAYDentsply Sirona Inc.Stock1,373$26.1K<0.1%History
MSTRStrategy IncStock87$25.2K<0.1%History
BF.ABrown Forman CorpCL A645$24.3K<0.1%History
TFXTeleflex IncCOM136$24.2K<0.1%History
BF.BBrown Forman CorpStock633$24.0K<0.1%History
AVDXAvidXchange Holdings, Inc.COM2,301$23.8K<0.1%History
PIIPolaris Inc.Stock402$23.2K<0.1%History
ILMNIllumina, Inc.COM159$21.2K<0.1%History
GLOBGlobant S.A.COM99$21.2K<0.1%History
TREXTrex Co IncCOM299$20.6K<0.1%History
MRNAModerna, Inc.Stock486$20.2K<0.1%History
AESAES CorpStock1,556$20.0K<0.1%History
DLTRDollar Tree, Inc.COM260$19.5K<0.1%History
CRICarters IncCOM359$19.5K<0.1%History
PUBMPubMatic, Inc.COM CL A1,323$19.4K<0.1%History
ONLOrion Properties Inc.REIT5,168$19.2K<0.1%History
CRLCharles River Laboratories International, Inc.COM103$19.0K<0.1%History
DUKDuke Energy CORPStock175$18.9K<0.1%History
KURAKura Oncology, Inc.COM2,151$18.7K<0.1%History
QGENQiagen N.V.Stock405$18.0K<0.1%History
RIVNRivian Automotive, Inc.Stock1,355$18.0K<0.1%History
BWABorgwarner IncCOM565$18.0K<0.1%History
RPDRapid7, Inc.COM442$17.8K<0.1%History
WSTWest Pharmaceutical Services IncCOM54$17.7K<0.1%History
FLWS1 800 Flowers Com IncCL A2,076$17.0K<0.1%History
RNGRingCentral, Inc.CL A477$16.7K<0.1%History
MDBMongoDB, Inc.CL A70$16.3K<0.1%History
KLICKulicke & Soffa Industries IncCOM328$15.3K<0.1%History
AVTRAvantor, Inc.COM702$14.8K<0.1%History
DBRGDigitalBridge Group, Inc.CL A NEW1,250$14.1K<0.1%History
COTYCoty Inc.COM CL A2,020$14.1K<0.1%History
TTCToro CoCOM166$13.3K<0.1%History
GXOGXO Logistics, Inc.Stock289$12.6K<0.1%History
RCReady Capital CorpCOM1,625$11.1K<0.1%History
FICOFair Isaac CorpCOM1$1.99K<0.1%History
PHMPultegroup IncCOM18$1.96K<0.1%History
REXRRexford Industrial Realty, Inc.COM38$1.47K<0.1%History
AMATApplied Materials IncStock9$1.46K<0.1%History
VICIVici Properties Inc.COM45$1.31K<0.1%History
BNYBank of New York Mellon CorpStock17$1.31K<0.1%History
CRHCRH Public Ltd CoORD14$1.29K<0.1%History
AMTAmerican Tower CorpREIT7$1.28K<0.1%History
OGEOGE Energy Corp.COM31$1.28K<0.1%History
COKECoca-Cola Consolidated, Inc.COM1$1.26K<0.1%History
QRVOQorvo, Inc.Stock18$1.26K<0.1%History
PNFPPinnacle Financial Partners, Inc.COM11$1.26K<0.1%History
HBANHuntington Bancshares IncCOM76$1.24K<0.1%History
SNOWSnowflake Inc.Stock8$1.24K<0.1%History
DECKDeckers Outdoor CorpCOM6$1.22K<0.1%History
PNRPENTAIR plcSHS12$1.21K<0.1%History
AXONAxon Enterprise, Inc.COM2$1.19K<0.1%History
ECLEcolab Inc.Stock5$1.17K<0.1%History
SYFSynchrony FinancialCOM18$1.17K<0.1%History
KHCKraft Heinz CoStock38$1.17K<0.1%History
VMRKVivmark ResidentialSH BEN INT16$1.15K<0.1%History
RFRegions Financial CorpCOM48$1.13K<0.1%History
UDRUDR, Inc.COM26$1.13K<0.1%History
CBSHCommerce Bancshares IncStock18$1.12K<0.1%History
WTFCWintrust Financial CorpCOM9$1.12K<0.1%History
WSFSWSFS Financial CorpCOM21$1.12K<0.1%History
TPLTexas Pacific Land CorpStock1$1.11K<0.1%History
OKEONEOK IncCOM11$1.10K<0.1%History
AONAon plcCL A3$1.08K<0.1%History
UEUrban Edge PropertiesCOM48$1.03K<0.1%History
NTRSNorthern Trust CorpCOM10$1.02K<0.1%History
VRTVertiv Holdings CoCOM CL A9$1.02K<0.1%History
BROBrown & Brown, Inc.Stock10$1.02K<0.1%History
FFIVF5, Inc.Stock4$1.01K<0.1%History
RSGRepublic Services, Inc.COM5$1.01K<0.1%History
ITTItt Inc.COM7$1.00K<0.1%History
EQHEquitable Holdings, Inc.COM21$991<0.1%History
AMCRAmcor plcORD104$979<0.1%History
FCPTFour Corners Property Trust, Inc.COM36$977<0.1%History
CADECadence BancorporationEQUITY US CM28$965<0.1%History
WABWestinghouse Air Brake Technologies CorpStock5$948<0.1%History
WTWWillis Towers Watson PLCSHS3$940<0.1%History
AMHAmerican Homes 4 RentCL A25$936<0.1%History
RJFRaymond James Financial IncCOM6$932<0.1%History
NDAQNasdaq, Inc.COM12$928<0.1%History
DELLDell Technologies Inc.Stock8$922<0.1%History
CBRECbre Group, Inc.CL A7$919<0.1%History
KRKroger CoStock15$917<0.1%History
EMEEMCOR Group, Inc.Stock2$908<0.1%History
CCICrown Castle Inc.REIT10$908<0.1%History
ALEXAlexander & Baldwin, Inc.COM51$905<0.1%History
BRBroadridge Financial Solutions, Inc.Stock4$904<0.1%History
EXEExpand Energy CorpCOM9$896<0.1%History
HOODRobinhood Markets, Inc.Stock24$894<0.1%History
AKRAcadia Realty TrustCOM SH BEN INT37$894<0.1%History