Riverview Trust CO has filed its 13F form on July 16, 2024 for Q2 2024 where it was disclosed a total value porftolio of $104 Million distributed in 626 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Tr with a value of $11.4M, Apple Inc. with a value of $6.44M, Microsoft Corp with a value of $4.56M, Vanguard Large Cap ETF with a value of $4.41M, and Ishares Core U.S. Aggregate Bo with a value of $2.51M.

Examining the 13F form we can see an decrease of $24M in the current position value, from $128M to 104M.

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

Portfolio value $104 Million
ETFs: $29.9 Million
Technology: $22.8 Million
Healthcare: $10.9 Million
Financial Services: $9.65 Million
Communication Services: $6.86 Million
Industrials: $6.3 Million
Consumer Cyclical: $6.07 Million
Consumer Defensive: $4.61 Million
Other: $7.05 Million

Stock Holdings Table Market Cap. of $50 Millions to $300 Millions

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

Summary

  • Portfolio
  • No. of Stocks 626
  • Current Value $104 Million
  • Prior Value $128 Million
  • Filing
  • Period Q2 2024
  • Filing Date July 16, 2024
  • Form Type 13F-HR
  • Activity in Q2 2024
  • New Purchases 30 stocks
  • Additional Purchases 23 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 68 stocks
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