The Analysis of Riverview Trust Co's Holdings & P&L


Currently, Riverview Trust Co holds 202 types of securities in its portfolio with a total value $81.2M. In the most recent quarter, they have increased their positions in CSX (+4.5K shares, valued at $183.1K), NSC (+365 shares, valued at $104.8K), UNP (+320 shares, valued at $77.6K); decreased their positions in META (-188 shares, valued at $107.6K), N/A (-311 shares, valued at $89.2K), HON (-325 shares, valued at $73.5K); initiated new positions in NSC (+365 shares, valued at $104.8K), WAT (+100 shares, valued at $29.8K), BNDX (+461 shares, valued at $22.2K).


1M P&L
+2.5M+2.46%
3M P&L
+2.5M+2.48%
HY P&L
+12.9M+14.19%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A49.9M
67.7%
2Semiconductor Equipment & Materials2.2M
3.0%
3Software - Infrastructure1.9M
2.6%

Top Industries by Stock Count

1N/A35 stocks
19.7%
2Drug Manufacturers - General7 stocks
3.9%
3Utilities - Regulated Electric7 stocks
3.9%
Stock Holdings
FMUN
Fidelity Municipal Bond Index ETF
0.00%
Shares351.5K
Event2026-03-31
Filed2026-05-01
IEFA
iShares Core MSCI EAFE ETF
0.12%
Shares157.2K
Event2026-03-31
Filed2026-05-01
VV
Vanguard Large Cap Index Fund ETF
0.00%
Shares17.6K
Event2026-03-31
Filed2026-05-01
VEA
Vanguard FTSE Developed Markets ETF
0.00%
Shares48.4K
Event2026-03-31
Filed2026-05-01
AGG
iShares Core US Aggregate Bond ETF
0.00%
Shares25.8K
Event2026-03-31
Filed2026-05-01
KLAC
Kla-Tencor Corp Com
0.00%
Shares1.5K
Event2026-03-31
Filed2026-05-01
MSFT
Microsoft Corp
0.00%
Shares4.7K
Event2026-03-31
Filed2026-05-01
Vanguard S&P 500 ETF
Vanguard S&P 500 ETF
0.00%
Shares2.7K
Event2026-03-31
Filed2026-05-01
Seagate Technology Hldngs PLC ADR
Seagate Technology Hldngs PLC ADR
0.00%
Shares3.8K
Event2026-03-31
Filed2026-05-01
VTI
Vanguard Total Stock Market ETF
0.00%
Shares4.6K
Event2026-03-31
Filed2026-05-01
Broadcom Inc
Broadcom Inc
0.00%
Shares4.4K
Event2026-03-31
Filed2026-05-01
JPM
JPMorgan Chase & Co
0.00%
Shares3.9K
Event2026-03-31
Filed2026-05-01
DE
Deere & Co
0.00%
Shares2.0K
Event2026-03-31
Filed2026-05-01
VO
Vanguard Mid Cap Index Fund ETF
0.00%
Shares3.9K
Event2026-03-31
Filed2026-05-01
VB
Vanguard Small Cap Index Fund ETF
-3.38%
Shares3.9K
Event2026-03-31
Filed2026-05-01
Berkshire Hathaway Inc B
Berkshire Hathaway Inc B
0.00%
Shares2.1K
Event2026-03-31
Filed2026-05-01
AAPL
Apple Inc
0.00%
Shares3.6K
Event2026-03-31
Filed2026-05-01
COST
Costco Wholesale Corp
0.00%
Shares803
Event2026-03-31
Filed2026-05-01
JNJ
Johnson & Johnson
0.00%
Shares2.9K
Event2026-03-31
Filed2026-05-01
LOW
Lowe's Companies Inc
0.00%
Shares3.0K
Event2026-03-31
Filed2026-05-01
ABBV
AbbVie Inc
0.00%
Shares3.2K
Event2026-03-31
Filed2026-05-01
Blackrock Inc.
Blackrock Inc.
-2.01%
Shares585
Event2026-03-31
Filed2026-05-01
VXUS
Vanguard Total Int'l Stock ETF
0.00%
Shares7.2K
Event2026-03-31
Filed2026-05-01
ITW
Illinois Tool Works Inc
0.00%
Shares2.1K
Event2026-03-31
Filed2026-05-01
IDEV
iShares Tr Core MSCI Intl
-8.30%
Shares6.0K
Event2026-03-31
Filed2026-05-01
IVV
iShares Core S&P 500 ETF
0.00%
Shares720
Event2026-03-31
Filed2026-05-01
PEG
Public Service Enterprise Group Inc
0.00%
Shares5.5K
Event2026-03-31
Filed2026-05-01
RY
Royal Bank of Canada
0.00%
Shares2.6K
Event2026-03-31
Filed2026-05-01
VFMO
Vanguard Wellington Fd US Momentum ETF
0.00%
Shares2.1K
Event2026-03-31
Filed2026-05-01
COF
Capital One Financial Corp
0.00%
Shares2.2K
Event2026-03-31
Filed2026-05-01
CSCO
Cisco Systems Inc
0.00%
Shares5.0K
Event2026-03-31
Filed2026-05-01
PG
Procter & Gamble Co
-0.70%
Shares2.7K
Event2026-03-31
Filed2026-05-01
LMT
Lockheed Martin Corp Com
-1.68%
Shares642
Event2026-03-31
Filed2026-05-01
PEP
PepsiCo Inc
0.00%
Shares2.4K
Event2026-03-31
Filed2026-05-01
ABT
Abbott Laboratories
0.00%
Shares3.3K
Event2026-03-31
Filed2026-05-01
COP
ConocoPhillips
0.00%
Shares2.4K
Event2026-03-31
Filed2026-05-01
IWR
iShares Russell Midcap Index ETF
0.00%
Shares3.2K
Event2026-03-31
Filed2026-05-01
ITOT
IShares Tr Core S&P Total Stock ETF
0.00%
Shares2.2K
Event2026-03-31
Filed2026-05-01
CVX
Chevron Corp
-3.09%
Shares1.5K
Event2026-03-31
Filed2026-05-01
NVDA
Nvidia Corporation
-10.31%
Shares1.7K
Event2026-03-31
Filed2026-05-01
PAYX
Paychex Inc
0.00%
Shares3.3K
Event2026-03-31
Filed2026-05-01
AMZN
Amazon.com Inc
0.00%
Shares1.4K
Event2026-03-31
Filed2026-05-01
Alphabet Inc C
Alphabet Inc C
-24.76%
Shares945
Event2026-03-31
Filed2026-05-01
MCD
McDonald's Corp
-3.24%
Shares865
Event2026-03-31
Filed2026-05-01
CSX
CSX Corp
237.92%
Shares6.3K
Event2026-03-31
Filed2026-05-01
Alphabet Inc A
Alphabet Inc A
0.00%
Shares900
Event2026-03-31
Filed2026-05-01
IEMG
iShares Core MSCI Emerging Markets ETF
0.00%
Shares3.5K
Event2026-03-31
Filed2026-05-01
T
AT&T Inc
0.00%
Shares8.1K
Event2026-03-31
Filed2026-05-01
USB
US Bancorp
-6.12%
Shares4.5K
Event2026-03-31
Filed2026-05-01
GS
Goldman Sachs Group Inc
0.00%
Shares268
Event2026-03-31
Filed2026-05-01
META
Meta Platforms Inc Cl A
-32.19%
Shares396
Event2026-03-31
Filed2026-05-01
GVA
Granite Construction Inc Com
0.00%
Shares1.9K
Event2026-03-31
Filed2026-05-01
RTX
RTX CORPORATION
0.00%
Shares1.1K
Event2026-03-31
Filed2026-05-01
QCOM
Qualcomm Inc
-6.64%
Shares1.6K
Event2026-03-31
Filed2026-05-01
AMGN
Amgen Inc
-4.55%
Shares546
Event2026-03-31
Filed2026-05-01
IBM
International Business Machines Corp
0.00%
Shares790
Event2026-03-31
Filed2026-05-01
GE Aerospace
GE Aerospace
0.00%
Shares664
Event2026-03-31
Filed2026-05-01
WMB
Williams Cos Inc
0.00%
Shares2.6K
Event2026-03-31
Filed2026-05-01
CAH
Cardinal Health Inc
0.00%
Shares887
Event2026-03-31
Filed2026-05-01
DLR
Digital Rlty Tr Inc
-7.21%
Shares1.0K
Event2026-03-31
Filed2026-05-01
DVY
iShares Select Dividend ETF
0.00%
Shares1.2K
Event2026-03-31
Filed2026-05-01
SHEL
Shell Plc Spon ADS
-28.15%
Shares1.9K
Event2026-03-31
Filed2026-05-01
Lam Research Corp
Lam Research Corp
0.00%
Shares800
Event2026-03-31
Filed2026-05-01
MMM
3M Co
0.00%
Shares1.1K
Event2026-03-31
Filed2026-05-01
ACGL
Arch Cap Group Ltd
0.00%
Shares1.7K
Event2026-03-31
Filed2026-05-01
ORCL
Oracle Corp
0.00%
Shares1.1K
Event2026-03-31
Filed2026-05-01
XEL
Xcel Energy Inc
0.00%
Shares2.0K
Event2026-03-31
Filed2026-05-01
SYY
Sysco Corp.
-13.65%
Shares2.2K
Event2026-03-31
Filed2026-05-01
EQT Corp Com
EQT Corp Com
0.00%
Shares2.4K
Event2026-03-31
Filed2026-05-01
GEV
GE Verona LLC
0.00%
Shares166
Event2026-03-31
Filed2026-05-01
NEE
NextEra Energy Inc
-4.07%
Shares1.6K
Event2026-03-31
Filed2026-05-01
SCHW
Charles Schwab Corp
0.00%
Shares1.5K
Event2026-03-31
Filed2026-05-01
DTE
DTE Energy Co
-10.07%
Shares947
Event2026-03-31
Filed2026-05-01
Merck & Co Inc
Merck & Co Inc
0.00%
Shares1.1K
Event2026-03-31
Filed2026-05-01
CMI
Cummins Inc
0.00%
Shares239
Event2026-03-31
Filed2026-05-01
PSX
Phillips 66
-7.62%
Shares703
Event2026-03-31
Filed2026-05-01
EA
Electronic Arts Inc
0.00%
Shares624
Event2026-03-31
Filed2026-05-01
NAC
Nuveen CA Quality Muni Income Fund
0.00%
Shares10.6K
Event2026-03-31
Filed2026-05-01
AMP
AMERIPRISE FINL INC COM
0.00%
Shares276
Event2026-03-31
Filed2026-05-01
BDX
Becton, Dickinson and Co
-13.79%
Shares750
Event2026-03-31
Filed2026-05-01
LHX
L3 Harris Technologies Inc Com
0.00%
Shares340
Event2026-03-31
Filed2026-05-01
GLW
Corning Inc
-19.89%
Shares850
Event2026-03-31
Filed2026-05-01
VZ
Verizon Communications Inc
-3.42%
Shares2.3K
Event2026-03-31
Filed2026-05-01
BWXT
BWX Technologies Inc
0.00%
Shares550
Event2026-03-31
Filed2026-05-01
INTC
Intel Corp
0.00%
Shares2.5K
Event2026-03-31
Filed2026-05-01
NSC
Norfolk Southern Corp Com
New
Shares365
Event2026-03-31
Filed2026-05-01
ALL
Allstate Corp
-25.08%
Shares487
Event2026-03-31
Filed2026-05-01
STT
State Street Corp
0.00%
Shares793
Event2026-03-31
Filed2026-05-01
UNP
Union Pacific Corp
355.56%
Shares410
Event2026-03-31
Filed2026-05-01
MSI
Motorola Solutions Inc
0.00%
Shares226
Event2026-03-31
Filed2026-05-01
WMT
Wal-Mart Inc
0.00%
Shares786
Event2026-03-31
Filed2026-05-01
PNC
PNC Financial Services Group Inc
-15.50%
Shares436
Event2026-03-31
Filed2026-05-01
FDX
FedEx Corp
0.00%
Shares234
Event2026-03-31
Filed2026-05-01
XLU
State Street Utilities Select Sector SPDR ETF
-25.00%
Shares1.8K
Event2026-03-31
Filed2026-05-01
WELL
Welltower Inc REIT
0.00%
Shares400
Event2026-03-31
Filed2026-05-01
AFL
Aflac Inc
0.00%
Shares696
Event2026-03-31
Filed2026-05-01
BMY
Bristol-Myers Squibb Company
-14.75%
Shares1.3K
Event2026-03-31
Filed2026-05-01
IWS
iShares Russell Mid-Cap Value ETF
0.00%
Shares520
Event2026-03-31
Filed2026-05-01
DRI
Darden Restaurants Inc.
0.00%
Shares380
Event2026-03-31
Filed2026-05-01
General Dynamics Corp
General Dynamics Corp
0.00%
Shares217
Event2026-03-31
Filed2026-05-01
IWM
iShares Russell 2000 ETF
0.00%
Shares269
Event2026-03-31
Filed2026-05-01
GSLC
Goldman Sachs ActiveBeta US Large Cap ETF
0.00%
Shares533
Event2026-03-31
Filed2026-05-01
HON
Honeywell International Inc
-55.08%
Shares265
Event2026-03-31
Filed2026-05-01
TFC
Truist Financial Corporation
-16.33%
Shares1.3K
Event2026-03-31
Filed2026-05-01
NFLX
Netflix Inc
0.00%
Shares600
Event2026-03-31
Filed2026-05-01
MU
Micron Technology Inc Com
0.00%
Shares170
Event2026-03-31
Filed2026-05-01
TE Connectivity PLC
TE Connectivity PLC
-25.07%
Shares251
Event2026-03-31
Filed2026-05-01
MMC
Marsh
-25.00%
Shares300
Event2026-03-31
Filed2026-05-01
SPY
State Street SPDR S&P 500 ETF Trust
0.00%
Shares80
Event2026-03-31
Filed2026-05-01
AXP
American Express Co
0.00%
Shares169
Event2026-03-31
Filed2026-05-01
EBAY
Ebay Inc
0.00%
Shares559
Event2026-03-31
Filed2026-05-01
Citigroup Inc
Citigroup Inc
0.00%
Shares435
Event2026-03-31
Filed2026-05-01
CACI
Caci Intl Inc
0.00%
Shares90
Event2026-03-31
Filed2026-05-01
KMI
Kinder Morgan Inc P
0.00%
Shares1.4K
Event2026-03-31
Filed2026-05-01
SBUX
Starbucks Corp
0.00%
Shares516
Event2026-03-31
Filed2026-05-01
KMB
Kimberly-Clark Corp
0.00%
Shares431
Event2026-03-31
Filed2026-05-01
Arista Networks Inc Com
Arista Networks Inc Com
0.00%
Shares332
Event2026-03-31
Filed2026-05-01
JCI
Johnson Controls International PLC
-25.18%
Shares309
Event2026-03-31
Filed2026-05-01
IJR
iShares Core S&P Small-Cap Index ETF
0.00%
Shares297
Event2026-03-31
Filed2026-05-01
GIL
Gildan Activewear Inc Com
0.00%
Shares610
Event2026-03-31
Filed2026-05-01
CBOE
CBOE Global Mkts Inc
0.00%
Shares120
Event2026-03-31
Filed2026-05-01
MA
Mastercard Incorporated Cl A
0.00%
Shares67
Event2026-03-31
Filed2026-05-01
EOG
EOG Res Inc Com
0.00%
Shares228
Event2026-03-31
Filed2026-05-01
Eaton Corp PLC Shs
Eaton Corp PLC Shs
0.00%
Shares92
Event2026-03-31
Filed2026-05-01
MAS
Masco Corp
0.00%
Shares544
Event2026-03-31
Filed2026-05-01
GPN
Global Payments Inc
-25.08%
Shares487
Event2026-03-31
Filed2026-05-01
FAST
Fastenal Co
0.00%
Shares671
Event2026-03-31
Filed2026-05-01
DIS
Walt Disney Co
-38.83%
Shares315
Event2026-03-31
Filed2026-05-01
CMCSA
Comcast Corp Class A
0.00%
Shares1.0K
Event2026-03-31
Filed2026-05-01
WAT
Waters Corp
New
Shares100
Event2026-03-31
Filed2026-05-01
TMUS
T-Mobile US Inc
0.00%
Shares140
Event2026-03-31
Filed2026-05-01
V
Visa Inc Class A
-51.55%
Shares94
Event2026-03-31
Filed2026-05-01
CTVA
Corteva Inc Com
-18.09%
Shares335
Event2026-03-31
Filed2026-05-01
VUG
Vanguard Growth Index Fund ETF
0.00%
Shares64
Event2026-03-31
Filed2026-05-01
LH
Labcorp Holdings Inc.
0.00%
Shares104
Event2026-03-31
Filed2026-05-01
EFG
iShares MSCI EAFE Growth ETF
0.00%
Shares248
Event2026-03-31
Filed2026-05-01
KO
Coca-Cola Co
0.00%
Shares330
Event2026-03-31
Filed2026-05-01
HD
The Home Depot Inc
0.00%
Shares75
Event2026-03-31
Filed2026-05-01
VRTX
Vertex Parmaceuticals Inc
0.00%
Shares55
Event2026-03-31
Filed2026-05-01
BTI
BRITISH AMERN TOB PLC SPONSORED ADR
0.00%
Shares400
Event2026-03-31
Filed2026-05-01
FTNT
Fortinet Inc.
0.00%
Shares275
Event2026-03-31
Filed2026-05-01
WBD
Warner Bros Discovery Inc Com Ser A
0.00%
Shares815
Event2026-03-31
Filed2026-05-01
BNDX
Vanguard Charlotte Fds Total Int Bd ETF
New
Shares461
Event2026-03-31
Filed2026-05-01
DIA
STATE STREET SPDR DOW JONES IND AVG ETF TRUST
0.00%
Shares47
Event2026-03-31
Filed2026-05-01
PGR
Progressive Corp Ohio
-32.72%
Shares109
Event2026-03-31
Filed2026-05-01
VTV
Vanguard Value Index Fund ETF
0.00%
Shares105
Event2026-03-31
Filed2026-05-01
SLB
SLB Limited
0.00%
Shares400
Event2026-03-31
Filed2026-05-01
SRE
Sempra Energy Com
0.00%
Shares210
Event2026-03-31
Filed2026-05-01
TGT
Target Corp
0.00%
Shares165
Event2026-03-31
Filed2026-05-01
AMD
Advanced Micro Devices Inc
0.00%
Shares95
Event2026-03-31
Filed2026-05-01
ROST
Ross Stores Inc
0.00%
Shares89
Event2026-03-31
Filed2026-05-01
IWP
Ishares Tr Russell Mid-Cap Growth ETF
0.00%
Shares150
Event2026-03-31
Filed2026-05-01
Medtronic PLC
Medtronic PLC
0.00%
Shares220
Event2026-03-31
Filed2026-05-01
SO
Southern Co
0.00%
Shares194
Event2026-03-31
Filed2026-05-01
TSLA
Tesla Inc
0.00%
Shares50
Event2026-03-31
Filed2026-05-01
CLX
Clorox Co
-28.22%
Shares173
Event2026-03-31
Filed2026-05-01
CPT
Camden Property Trust
0.00%
Shares175
Event2026-03-31
Filed2026-05-01
WY
Weyerhaeuser Co
-38.68%
Shares696
Event2026-03-31
Filed2026-05-01
AZO
Autozone Inc
0.00%
Shares5
Event2026-03-31
Filed2026-05-01
BCE
BCE Inc Com New
0.00%
Shares648
Event2026-03-31
Filed2026-05-01
IAC
IAC Interactive Corp New
-24.95%
Shares379
Event2026-03-31
Filed2026-05-01
CIGNA GROUP
CIGNA GROUP
0.00%
Shares55
Event2026-03-31
Filed2026-05-01
PRU
Prudential Financial Inc
0.00%
Shares150
Event2026-03-31
Filed2026-05-01
UNH
UnitedHealth Group, Inc.
-68.75%
Shares50
Event2026-03-31
Filed2026-05-01
LUV
Southwest Airlines Co
-74.96%
Shares348
Event2026-03-31
Filed2026-05-01
APD
Air Prods Chems Inc
0.00%
Shares40
Event2026-03-31
Filed2026-05-01
EXC
Exelon Corp
0.00%
Shares223
Event2026-03-31
Filed2026-05-01
EMR
Emerson Electric Co
0.00%
Shares73
Event2026-03-31
Filed2026-05-01
AEP
AMERICAN ELEC PWR INC COM
0.00%
Shares72
Event2026-03-31
Filed2026-05-01
PFE
Pfizer Inc
-78.80%
Shares321
Event2026-03-31
Filed2026-05-01
Match Group Inc New
Match Group Inc New
-75.02%
Shares272
Event2026-03-31
Filed2026-05-01
ORLY
O Reilly Automotive
0.00%
Shares90
Event2026-03-31
Filed2026-05-01
CTSH
Cognizant Technology Solutions Corp A
-75.00%
Shares125
Event2026-03-31
Filed2026-05-01
CVS
CVS Health Corp
-74.88%
Shares105
Event2026-03-31
Filed2026-05-01
DOX
Amdocs Ltd
-75.00%
Shares115
Event2026-03-31
Filed2026-05-01
EXPD
Expeditors Intl Wash Inc
0.00%
Shares52
Event2026-03-31
Filed2026-05-01
CARR
Carrier Global Corporation
0.00%
Shares120
Event2026-03-31
Filed2026-05-01
NVR
NVR Inc
0.00%
Shares1
Event2026-03-31
Filed2026-05-01
CB
Chubb Limited
0.00%
Shares19
Event2026-03-31
Filed2026-05-01
Bunge Global Sa Com Shs
Bunge Global Sa Com Shs
-75.38%
Shares48
Event2026-03-31
Filed2026-05-01
MCO
Moody's Corporation
0.00%
Shares13
Event2026-03-31
Filed2026-05-01
ECL
ECOLAB INC COM
0.00%
Shares20
Event2026-03-31
Filed2026-05-01
JPMorgan Betabuilders Japan ETF
JPMorgan Betabuilders Japan ETF
New
Shares76
Event2026-03-31
Filed2026-05-01
GOVT
Ishares Tr US Treas Bd ETF
New
Shares224
Event2026-03-31
Filed2026-05-01
REGN
Regeneron Pharmaceuticals
0.00%
Shares6
Event2026-03-31
Filed2026-05-01
BND
Vanguard Total Bond Market ETF
New
Shares61
Event2026-03-31
Filed2026-05-01
VCIT
Vanguard Corporate Bond Index ETF
New
Shares49
Event2026-03-31
Filed2026-05-01
TJX
TJX Inc
0.00%
Shares23
Event2026-03-31
Filed2026-05-01
BBAX
JPMorgan Betabuilders Developed Asia ETF
New
Shares56
Event2026-03-31
Filed2026-05-01
JPMorgan Betabuilders Canada ETF
JPMorgan Betabuilders Canada ETF
New
Shares35
Event2026-03-31
Filed2026-05-01
TROW
T Rowe Price Group Inc
0.00%
Shares36
Event2026-03-31
Filed2026-05-01
BBEU
JPMorgan BetaBuilders Europe ETF
New
Shares44
Event2026-03-31
Filed2026-05-01
MBB
iShares Tr MBS ETF
New
Shares32
Event2026-03-31
Filed2026-05-01
COLB
Columbia Bkg Sys Inc
-75.00%
Shares96
Event2026-03-31
Filed2026-05-01
WU
The Western Union Co
-74.93%
Shares257
Event2026-03-31
Filed2026-05-01
NVO
Novo-Nordisk A S ADR
0.00%
Shares42
Event2026-03-31
Filed2026-05-01
VTRS
Viatris Inc
-75.32%
Shares39
Event2026-03-31
Filed2026-05-01
Angi Inc Cl A New
Angi Inc Cl A New
-75.00%
Shares66
Event2026-03-31
Filed2026-05-01
ADNT
Adient PLC
-75.00%
Shares10
Event2026-03-31
Filed2026-05-01
OGN
Organon & Co
-74.32%
Shares19
Event2026-03-31
Filed2026-05-01
EMBC
Embecta Corp
-94.33%
Shares8
Event2026-03-31
Filed2026-05-01
DAP Rights
DAP Rights
0.00%
Shares800
Event2026-03-31
Filed2026-05-01

Call Option Holdings
No call option holdings data available

Put Option Holdings
No put option holdings data available