Entity | Amount | Change
12/31/2023 to 03/31/2024 |
Position Size ($ in 1000's) |
---|---|---|---|
iShares Core MSCI EAFE ETF (IEFA) | 156,465 | +208 | $11,613 |
IEFA | 156,465 | +208 | $11,613 |
Apple Inc | 41,697 | +68 | $7,150 |
AAPL | 41,697 | +68 | $7,150 |
Microsoft Corp | 13,988 | UNCH | $5,885 |
MSFT | 13,988 | UNCH | $5,885 |
Vanguard Real Estate Index ETF (VNQ) | 44,865 | +65 | $3,880 |
VNQ | 44,865 | +65 | $3,880 |
Vanguard Large Cap Index Fund ETF (VV) | 15,118 | +414 | $3,625 |
VV | 15,118 | +414 | $3,625 |
Meta Platforms Inc Cl A | 7,234 | -410 | $3,513 |
META | 7,234 | -410 | $3,513 |
Amazon.com Inc | 19,261 | +534 | $3,474 |
AMZN | 19,261 | +534 | $3,474 |
Merck & Co Inc | 26,290 | -140 | $3,469 |
MRK | 26,290 | -140 | $3,469 |
JPMorgan Chase & Co | 16,127 | +120 | $3,230 |
JPM | 16,127 | +120 | $3,230 |
Alphabet Inc C | 20,388 | UNCH | $3,104 |
GOOG | 20,388 | UNCH | $3,104 |
iShares Core US Aggregate Bond ETF (AGG) | 25,819 | UNCH | $2,529 |
AGG | 25,819 | UNCH | $2,529 |
Intel Corp | 47,208 | UNCH | $2,085 |
INTC | 47,208 | UNCH | $2,085 |
Eli Lilly and Co | 2,577 | UNCH | $2,005 |
LLY | 2,577 | UNCH | $2,005 |
Nvidia Corporation | 1,749 | +248 | $1,580 |
NVDA | 1,749 | +248 | $1,580 |
Vanguard S&P 500 ETF (VOO) | 3,131 | UNCH | $1,505 |
VOO | 3,131 | UNCH | $1,505 |
AMERIPRISE FINL INC COM | 3,384 | UNCH | $1,484 |
AMP | 3,384 | UNCH | $1,484 |
Abbott Laboratories | 12,923 | UNCH | $1,469 |
ABT | 12,923 | UNCH | $1,469 |
AbbVie Inc | 7,674 | UNCH | $1,397 |
ABBV | 7,674 | UNCH | $1,397 |
Booking Holdings Inc | 385 | UNCH | $1,397 |
BKNG | 385 | UNCH | $1,397 |
Berkshire Hathaway Inc B | $1,396 | ||
BRK.B | 1,811 | UNCH | $762 |
BRK.A | 1 | UNCH | $634 |
Monster Beverage Corp | 23,238 | UNCH | $1,378 |
MNST | 23,238 | UNCH | $1,378 |
Target Corp | 7,746 | +125 | $1,373 |
TGT | 7,746 | +125 | $1,373 |
UnitedHealth Group Inc. | 2,714 | +85 | $1,343 |
UNH | 2,714 | +85 | $1,343 |
Cisco Systems Inc | 24,909 | UNCH | $1,243 |
CSCO | 24,909 | UNCH | $1,243 |
Eaton Corp PLC Shs | 3,882 | UNCH | $1,214 |
ETN | 3,882 | UNCH | $1,214 |
Kla Tencor Corp Com | 1,737 | +150 | $1,213 |
KLAC | 1,737 | +150 | $1,213 |
Alphabet Inc A | 7,758 | +240 | $1,171 |
GOOGL | 7,758 | +240 | $1,171 |
Johnson & Johnson | 7,270 | -300 | $1,150 |
JNJ | 7,270 | -300 | $1,150 |
Salesforce Inc. | 3,706 | UNCH | $1,116 |
CRM | 3,706 | UNCH | $1,116 |
Broadcom Inc | 814 | -30 | $1,079 |
AVGO | 814 | -30 | $1,079 |
Deere & Co | 2,360 | +50 | $969 |
DE | 2,360 | +50 | $969 |
Lowe s Companies Inc | 3,796 | UNCH | $967 |
LOW | 3,796 | UNCH | $967 |
BlackRock Inc | 1,156 | +35 | $964 |
BLK | 1,156 | +35 | $964 |
Vanguard Mid Cap Index Fund ETF (VO) | 3,765 | +544 | $941 |
VO | 3,765 | +544 | $941 |
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) | 15,525 | +15,525 | $786 |
VTEB | 15,525 | +15,525 | $786 |
CVS Health Corp | 9,672 | +91 | $771 |
CVS | 9,672 | +91 | $771 |
CME Group Inc.Com Cl A | 3,363 | UNCH | $724 |
CME | 3,363 | UNCH | $724 |
Vanguard Index Fds Small Cap ETF (VB) | 3,145 | +657 | $719 |
VB | 3,145 | +657 | $719 |
Costco Wholesale Corp | 979 | UNCH | $717 |
COST | 979 | UNCH | $717 |
Illinois Tool Works Inc | 2,661 | UNCH | $714 |
ITW | 2,661 | UNCH | $714 |
ConocoPhillips | 4,638 | UNCH | $590 |
COP | 4,638 | UNCH | $590 |
PepsiCo Inc | 3,341 | UNCH | $585 |
PEP | 3,341 | UNCH | $585 |
Procter & Gamble Co | 3,479 | -90 | $564 |
PG | 3,479 | -90 | $564 |
Visa Inc Class A | 2,020 | +134 | $564 |
V | 2,020 | +134 | $564 |
McDonald s Corp | 1,861 | UNCH | $525 |
MCD | 1,861 | UNCH | $525 |
Pfizer Inc | 17,476 | -3,787 | $485 |
PFE | 17,476 | -3,787 | $485 |
Copart Inc Com | 7,960 | UNCH | $461 |
CPRT | 7,960 | UNCH | $461 |
iShares Core S&P 500 ETF (IVV) | 830 | UNCH | $436 |
IVV | 830 | UNCH | $436 |
Constellation Brands Inc A | 1,577 | UNCH | $429 |
STZ | 1,577 | UNCH | $429 |
The Home Depot Inc | 1,105 | +75 | $424 |
HD | 1,105 | +75 | $424 |
See Full List: All Stocks Held By Riverview Trust Co
— Including:
Biggest new positions
Biggest exits
Biggest increased positions
Biggest decreased positions
See Details: Top 10 Stocks Held By Riverview Trust Co
Size ($ in 1000's)
At 03/31/2024: $129,718 At 12/31/2023: $98,276 Riverview Trust Co holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Riverview Trust Co 13F filings. Link to 13F filings: SEC filings |