RT
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Riverview Trust Co13F | |
Riverview Trust Co | |
Last update 2025-07-21 | 224 Stocks (8 new) |
Value $80.00 Mil | Turnover 24 % |
Riverview Trust Co Top Holdings of 2025-06-30
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Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
---|---|---|---|---|---|---|---|---|---|---|---|---|
FMUN |
Fidelity Systematic Municipal Bond Index ETF
Fidelity Systematic Municipal Bond Index ETF
| 387,421 | 18,842.6 | New Holding | 23.450 | +23.45% | 11.500 | +1.82% | - | 163.6 | ||
IEFA | iShares Core MSCI EAFE ETF | 154,809 | 12,923.5 | -0.85% | 16.080 | -0.10% | 0.010 | +13.00% | +20.64% | 142,574.9 | ||
VV | Vanguard Large Cap ETF | 17,649 | 5,035.3 | 0% | 6.270 | 0% | 0.010 | +23.55% | +8.68% | 40,897.9 | ||
VEA | Vanguard FTSE Developed Markets ETF | 48,354 | 2,756.7 | 0% | 3.430 | 0% | 0.000 | +14.06% | +21.03% | 159,040.3 | ||
AGG |
iShares Core U.S. Aggregate Bond ETF
iShares Core U.S. Aggregate Bond ETF
| 25,819 | 2,561.3 | 0% | 3.190 | 0% | 0.000 | +2.26% | +3.66% | 128,501.2 | ||
MSFT | Microsoft Corp | 4,677 | 2,326.4 | -54.33% | 2.900 | -2.06% | 0.000 | +42.37% | +21.54% | 3,793,161.6 | Software | |
VOO | Vanguard S&P 500 ETF | 2,740 | 1,556.4 | 0% | 1.940 | 0% | 0.000 | +23.10% | +8.29% | 664,001.3 | ||
VTI | Vanguard Total Stock Market ETF | 4,743 | 1,441.5 | 0% | 1.790 | 0% | 0.000 | +23.39% | +7.92% | 479,159.5 | ||
KLAC | KLA Corp | 1,490 | 1,334.7 | -12.15% | 1.660 | -0.14% | 0.000 | +51.98% | +50.07% | 124,472.2 | Semiconductors | |
AVGO | Broadcom Inc | 4,370 | 1,204.6 | -44.63% | 1.500 | -0.58% | 0.000 | +74.29% | +25.33% | 1,359,326.6 | Semiconductors |
Riverview Trust Co's Historical Top Holdings Breakdowns
Riverview Trust Co's Top Stock Picks
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Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
---|---|---|---|---|---|---|---|---|---|---|---|
FMUN |
Fidelity Systematic Municipal Bond Index ETF
Fidelity Systematic Municipal Bond Index ETF
| 2025-06-30 | New Buy New Buy | +23.45% | 47.94 ($48.51) 48.81 | $48.51 | -0.01% | New holding | 387,421 | 387,421 | |
AAPL | Apple Inc | 2025-06-30 | Reduce Reduce | -4.34% | 172.42 ($202.27) 223.89 | $213.24 | 5.42% | Reduce -84.37% | 3,662 | -19,762 | |
MSFT | Microsoft Corp | 2025-06-30 | Reduce Reduce | -2.06% | 354.56 ($433.34) 497.45 | $510.35 | 17.77% | Reduce -54.33% | 4,677 | -5,564 | |
NVDA | NVIDIA Corp | 2025-06-30 | Reduce Reduce | -1.64% | 94.31 ($125.57) 157.99 | $172.03 | 37.00% | Reduce -88.81% | 1,940 | -15,396 | |
AMZN | Amazon.com Inc | 2025-06-30 | Reduce Reduce | -1.35% | 167.32 ($197.77) 223.3 | $228.05 | 15.31% | Reduce -83.81% | 1,392 | -7,206 | |
META | Meta Platforms Inc | 2025-06-30 | Reduce Reduce | -1.17% | 484.66 ($617.26) 738.09 | $711.85 | 15.32% | Reduce -77.92% | 584 | -2,061 | |
VNQ | Vanguard Real Estate Index Fund ETF | 2025-06-30 | Sold Out Sold Out | -1.09% | 79.79 ($88.23) 91.42 | $90.64 | 2.73% | Sold Out | 0 | -12,198 | |
GOOG | Alphabet Inc | 2025-06-30 | Reduce Reduce | -1.01% | 146.58 ($165.11) 180.01 | $189.80 | 14.95% | Reduce -83.84% | 1,256 | -6,518 | |
JPM | JPMorgan Chase & Co | 2025-06-30 | Reduce Reduce | -0.95% | 210.28 ($255.03) 289.91 | $293.87 | 15.23% | Reduce -49.91% | 3,936 | -3,922 | |
GOOGL | Alphabet Inc | 2025-06-30 | Reduce Reduce | -0.87% | 144.7 ($163.55) 178.6 | $188.35 | 15.17% | Reduce -86.33% | 900 | -5,686 |
Riverview Trust Co Total Holding History ($B)
Riverview Trust Co's Asset Allocation
Riverview Trust Co Past Portfolios
Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
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Riverview Trust Co's Hypothetical Growth since 2025-06-30
Riverview Trust Co's Yearly Returns
Year | Portfolio % | % | Excess Gain % |
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Riverview Trust Co's Holdings Heat Map
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Riverview Trust Co's Holdings Bubble Chart
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