RT

Riverview Trust Co

13F
Riverview Trust Co
Last update 2024-10-18 821 Stocks (235 new)
Value $114.00 Mil Turnover 3 %
Countries:
Top Holdings: IEFA(10.70%)AAPL(6.23%)VV(4.08%)MSFT(3.94%)AGG(2.29%)
Portfolio Report
Summary Stock Picks Current Portfolio
Riverview Trust Co Top Holdings of 2024-09-30 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
IEFA 		iShares Core MSCI EAFE ETF
156,248
12195.160
-0.03%
10.700
0%
0.010
+1.46%
+6.55%
122813.612
 
AAPL 		Apple Inc
30,490
7104.170
-0.26%
6.230
-0.02%
0.000
+7.21%
+21.69%
3548645.576
Hardware
VV 		Vanguard Large Cap ETF
17,649
4646.810
0%
4.080
0%
0.010
+6.80%
+22.20%
36605.729
 
MSFT 		Microsoft Corp
10,452
4497.500
+2.52%
3.940
+0.10%
0.000
+0.52%
+14.09%
3172348.353
Software
AGG 		iShares Core U.S. Aggregate Bond ETF
25,819
2614.690
0%
2.290
0%
0.000
+0.11%
-0.83%
117688.325
 
VEA 		Vanguard FTSE Developed Markets ETF
48,354
2553.580
0%
2.240
0%
0.000
+1.23%
+6.22%
138470.248
 
NVDA 		NVIDIA Corp
18,235
2214.460
+0.80%
1.940
+0.02%
0.000
+24.30%
+183.81%
3446955.600
Semiconductors
JPM 		JPMorgan Chase & Co
9,260
1952.560
-1.20%
1.710
-0.02%
0.000
+6.90%
+35.73%
634850.150
Banks
VNQ 		Vanguard Real Estate Index Fund ETF
20,000
1948.400
0%
1.710
0%
0.010
+7.22%
+8.69%
34790.563
 
AMZN 		Amazon.com Inc
9,666
1801.070
+5.05%
1.580
+0.08%
0.000
+3.23%
+23.99%
1977259.845
Retail - Cyclical

Riverview Trust Co's Historical Top Holdings Breakdowns

Riverview Trust Co's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
VTI 		Vanguard Total Stock Market ETF2024-09-30Add
+0.46%
●
254.4 ($271.95) 283.16
$286.70
5.42%
Add 50.55%
5,477
1,839
IDEV 		iShares Core MSCI International Developed Markets ETF2024-09-30New Buy
+0.41%
●
63.46 ($67.83) 71.43
$68.37
0.80%
New holding
6,543
6,543
VFMO 		Vanguard U.S. Momentum Factor ETF2024-09-30New Buy
+0.35%
●
141.07 ($153.71) 161.21
$164.22
6.84%
New holding
2,456
2,456
VB 		Vanguard Small Cap ETF2024-09-30Add
+0.20%
●
214.13 ($226.57) 237.21
$239.14
5.55%
Add 29.36%
4,265
968
VXUS 		Vanguard Total International Stock2024-09-30Add
+0.16%
●
57.78 ($61.67) 65.37
$62.80
1.83%
Add 22.64%
14,836
2,739
INTC 		Intel Corp2024-09-30Reduce
-0.10%
●
18.89 ($24.97) 34.87
$22.92
-8.21%
Reduce -11.26%
28,002
-3,554
MSFT 		Microsoft Corp2024-09-30Add
+0.10%
●
395.15 ($427.47) 467.56
$426.71
-0.18%
Add 2.52%
10,452
257
GOOG 		Alphabet Inc2024-09-30Reduce
-0.08%
●
149.54 ($169.25) 192.66
$168.34
-0.54%
Reduce -4.01%
10,670
-446
AMZN 		Amazon.com Inc2024-09-30Add
+0.08%
●
161.02 ($182.46) 200
$188.39
3.25%
Add 5.05%
9,666
465
BMY 		Bristol-Myers Squibb Co2024-09-30Reduce
-0.05%
●
39.66 ($46.91) 51.74
$52.64
12.21%
Reduce -27.26%
3,372
-1,264

Riverview Trust Co Total Holding History ($B)

To

Riverview Trust Co's Asset Allocation

To

Riverview Trust Co Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

Riverview Trust Co's Hypothetical Growth since 2024-09-30

Riverview Trust Co's Yearly Returns

Year Portfolio % % Excess Gain %

Riverview Trust Co's Holdings Heat Map

Size field:

Riverview Trust Co's Holdings Bubble Chart

Riverview Trust Co News

  • 1

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