Riverview Trust CO Portfolio Holdings
Riverview Trust CO
- $112 Million
- Q3 2024
Riverview Trust CO has filed its 13F form on October 17, 2024 for Q3 2024 where it was disclosed a total value porftolio of $112 Million distributed in 861 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Ishares Tr with a value of $12.2M, Apple Inc. with a value of $7.1M, Vanguard Large Cap ETF with a value of $4.65M, Microsoft Corp with a value of $4.5M, and Ishares Core U.S. Aggregate Bo with a value of $2.61M.
Examining the 13F form we can see an increase of $8.11M in the current position value, from $104M to 112M.
Below you can find more details about Riverview Trust CO portfolio as well as his latest detailed transactions.
Portfolio value
$112 Million
ETFs: $33.9 Million
Technology: $23.1 Million
Healthcare: $11.4 Million
Financial Services: $10.6 Million
Industrials: $7.15 Million
Communication Services: $7 Million
Consumer Cyclical: $6.67 Million
Consumer Defensive: $4.92 Million
Other: $7.5 Million
Stock Holdings Table Market Cap. of Under $50 Millions
Summary
- Portfolio
- No. of Stocks 861
- Current Value $112 Million
- Prior Value $104 Million
- Filing
- Period Q3 2024
- Filing Date October 17, 2024
- Form Type 13F-HR
- Activity in Q3 2024
- New Purchases 236 stocks
- Additional Purchases 292 stocks
- Sold out of 0 stocks
- Reduced holdings in 77 stocks