Riverview Trust CO has filed its 13F form on July 18, 2025 for Q2 2025 where it was disclosed a total value porftolio of $60 Million distributed in 247 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Tr with a value of $12.9M, Vanguard Large Cap ETF with a value of $5.04M, Vanguard Ftse Developed Market with a value of $2.76M, Ishares Core U.S. Aggregate Bo with a value of $2.56M, and Microsoft Corp with a value of $2.33M.

Examining the 13F form we can see an decrease of $39.1M in the current position value, from $99.1M to 60M.

Below you can find more details about Riverview Trust CO portfolio as well as his latest detailed transactions.

Portfolio value $60 Million
ETFs: $32.1 Million
Technology: $8.16 Million
Financial Services: $4.8 Million
Industrials: $3.9 Million
Healthcare: $2.64 Million
Consumer Defensive: $2.41 Million
Communication Services: $1.58 Million
Consumer Cyclical: $1.58 Million
Other: $2.87 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 247
  • Current Value $60 Million
  • Prior Value $99.1 Million
  • Filing
  • Period Q2 2025
  • Filing Date July 18, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 9 stocks
  • Additional Purchases 4 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 132 stocks
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