Riverview Trust CO Portfolio Holdings
Riverview Trust CO
- $99.1 Million
- Q1 2025
Riverview Trust CO has filed its 13F form on April 10, 2025 for Q1 2025 where it was disclosed a total value porftolio of $99.1 Million distributed in 654 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Ishares Tr with a value of $11.9M, Apple Inc. with a value of $5.2M, Vanguard Large Cap ETF with a value of $4.51M, Microsoft Corp with a value of $3.84M, and Ishares Core U.S. Aggregate Bo with a value of $2.55M.
Examining the 13F form we can see an decrease of $8.41M in the current position value, from $108M to 99.1M.
Below you can find more details about Riverview Trust CO portfolio as well as his latest detailed transactions.
Portfolio value
$99.1 Million
ETFs: $30.5 Million
Technology: $19.1 Million
Financial Services: $10.3 Million
Healthcare: $9.34 Million
Industrials: $6.82 Million
Communication Services: $5.99 Million
Consumer Cyclical: $5.83 Million
Consumer Defensive: $4.48 Million
Other: $6.73 Million
Stock Holdings Table
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
|---|
Summary
- Portfolio
- No. of Stocks 654
- Current Value $99.1 Million
- Prior Value $108 Million
- Filing
- Period Q1 2025
- Filing Date April 10, 2025
- Form Type 13F-HR
- Activity in Q1 2025
- New Purchases 26 stocks
- Additional Purchases 27 stocks
- Sold out of 0 stocks
- Reduced holdings in 290 stocks