Riverview Trust Co
In its 13F for Q4 2024 (holdings as of December 31, 2024, filed February 6, 2025), Riverview Trust Co reported 818 stock positions worth $109.6 million. Its top holding was iShares Core MSCI Eafe ETF (IEFA) at 10.0% of the portfolio, followed by Apple (AAPL, 7.0%) and Vngrd Mrgstr LRG-Cap ETF-Usd (VV, 4.3%). Compared with Q3 2024, it opened 99 new positions, sold out of 100, added to 92 and reduced 127. The biggest buy was Amazon.com (AMZN, shares +0%) and the biggest sale Vanguard Total Intl Stock (VXUS, shares −82%).
- Most Recent 13F
- Q2 2026
- Location
- VANCOUVER, WA
- CIK
- 0001593600
- Portfolio Value
- $109.6M (Q4 2024)
- SEC Filing
- 0001593600-25-000001 ↗ filed Feb 6, 2025
Holdings Value
Holdings 818 stocks · $109.6M
| IEFA iShares Core MSCI Eafe ETF | 10.02% | 156,248 | $11.0M | No change |
| AAPL Apple Inc. | 6.95% | 30,413 | $7.6M | Reduce -0.3% |
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | 4.34% | 17,649 | $4.8M | No change |
| MSFT Microsoft Corp. | 3.99% | 10,381 | $4.4M | Reduce -0.7% |
| AGG iShares Core U.S. Aggregate | 2.28% | 25,819 | $2.5M | No change |
| NVDA Nvidia Corp. | 2.20% | 17,967 | $2.4M | Reduce -1.5% |
| VEA Vanguard Ftse Developed ETF | 2.11% | 48,354 | $2.3M | No change |
| JPM JPMorgan Chase & Co. | 2.02% | 9,239 | $2.2M | Reduce -0.2% |
| AMZN Amazon.com Inc. | 1.94% | 9,670 | $2.1M | Add +0.0% |
| GOOG Alphabet Inc. Class C | 1.85% | 10,632 | $2.0M | Reduce -0.4% |
| AVGO Broadcom Inc. | 1.69% | 7,977 | $1.8M | No change |
| VNQ Vanguard Real Estate ETF | 1.63% | 19,997 | $1.8M | Reduce -0.0% |
| META Meta Platforms Inc. Class A | 1.62% | 3,024 | $1.8M | Reduce -1.1% |
| GOOGL Alphabet Inc. Class A | 1.36% | 7,864 | $1.5M | Reduce -0.0% |
| VOO Vanguard S&P 500 ETF | 1.35% | 2,740 | $1.5M | Reduce -14.0% |
| MRK Merck & Co. Inc. | 1.33% | 14,645 | $1.5M | Add +0.1% |
| ABT Abbott Laboratories | 1.25% | 12,099 | $1.4M | Reduce -4.4% |
| ABBV Abbvie Inc. | 1.18% | 7,299 | $1.3M | Reduce -0.6% |
| KLAC KLA Corp. | 0.98% | 1,702 | $1.1M | Add +0.2% |
| DE Deere & Co. | 0.92% | 2,369 | $1.0M | No change |
| VB Vanguard Most SM-Cap ETF-Usd | 0.90% | 4,097 | $984K | Reduce -3.9% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.87% | 3,592 | $949K | No change |
| LOW Lowe's Cos Inc. | 0.86% | 3,806 | $939K | No change |
| COST Costco Wholesale Corp. | 0.84% | 1,007 | $923K | Add +0.1% |
| VTI VG Morningstar TS MKT ETF-US | 0.79% | 3,004 | $871K | Reduce -45.1% |
| JNJ Johnson & Johnson | 0.79% | 5,979 | $865K | Reduce -3.8% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.71% | 1,719 | $779K | Add +0.2% |
| VTEB Vanguard Tax-Exempt Bond ETF | 0.71% | 15,525 | $778K | No change |
| TSLA Tesla Inc. | 0.68% | 1,847 | $746K | Reduce -4.7% |
| BRK.A Berkshire Hathaway Inc. Class A | 0.62% | 1 | $681K | No change |
| ITW Illinois Tool Works | 0.62% | 2,666 | $676K | No change |
| BLK BlackRock Inc. | 0.61% | 655 | $671K | No change |
| V Visa Inc. Class A | 0.60% | 2,085 | $659K | Add +0.3% |
| MNST Monster Beverage Corp. | 0.54% | 11,272 | $592K | Add +0.1% |
| PG The Procter & Gamble Co. | 0.54% | 3,532 | $592K | Add +0.4% |
| PFE Pfizer Inc. | 0.53% | 21,740 | $577K | Reduce -0.4% |
| INTC Intel Corp. | 0.52% | 28,567 | $573K | Add +2.0% |
| UNH Unitedhealth Group Inc. | 0.52% | 1,121 | $567K | Add +3.0% |
| CSCO Cisco Systems Inc. | 0.51% | 9,373 | $555K | No change |
| MCD McDonald's Corp. | 0.46% | 1,749 | $507K | Add +0.2% |
| LLY Eli Lilly & Co. | 0.45% | 635 | $490K | Reduce -0.2% |
| PAYX Paychex Inc. | 0.44% | 3,416 | $479K | No change |
| IVV iShares Core S&P 500 ETF | 0.43% | 805 | $474K | Reduce -2.4% |
| PEG Public Service Enterprise GP | 0.43% | 5,528 | $467K | No change |
| COF Capital One Financial Corp. | 0.41% | 2,542 | $453K | No change |
| HD Home Depot Inc. | 0.40% | 1,125 | $438K | Add +0.2% |
| WMT Walmart Inc. | 0.40% | 4,834 | $437K | Add +0.3% |
| LMT Lockheed Martin Corp. | 0.40% | 898 | $436K | Reduce -1.1% |
| PEP Pepsico Inc. | 0.39% | 2,813 | $428K | Reduce -11.7% |
| IDEV iShares Core MSCI Dev MKTS | 0.39% | 6,543 | $422K | No change |
| MA Mastercard Inc. Class A | 0.37% | 772 | $407K | Add +0.3% |
| VFMO Vanguard US Momentum Factor | 0.37% | 2,456 | $404K | No change |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.36% | 1,814 | $399K | Reduce -3.2% |
| COP Conocophillips | 0.35% | 3,903 | $387K | Add +6.0% |
| GS Goldman Sachs Group Inc. | 0.35% | 663 | $380K | Add +0.3% |
| XOM Exxon Mobil Corp. | 0.34% | 3,482 | $375K | Add +0.6% |
| NVS Novartis AG-Sponsored ADR | 0.33% | 3,763 | $366K | No change |
| QCOM Qualcomm Inc. | 0.32% | 2,289 | $352K | Reduce -0.9% |
| STX Seagate Technology Holdings | 0.30% | 3,829 | $330K | No change |
| TGT Target Corp. | 0.30% | 2,406 | $325K | Reduce -3.8% |
| NFLX Netflix Inc. | 0.29% | 362 | $323K | Reduce -7.7% |
| RY Royal Bank of Canada | 0.29% | 2,653 | $320K | No change |
| BKNG Booking Holdings Inc. | 0.29% | 64 | $318K | Reduce -3.0% |
| DD Dupont DE Nemours Inc. | 0.28% | 4,041 | $308K | Reduce -1.3% |
| T AT&T Inc. | 0.28% | 13,494 | $307K | No change |
| DLR Digital Realty Trust Inc. | 0.27% | 1,674 | $297K | No change |
| SBUX Starbucks Corp. | 0.27% | 3,199 | $292K | No change |
| BSX Boston Scientific Corp. | 0.26% | 3,228 | $288K | Reduce -0.0% |
| IWR iShares Russell Mid-Cap ETF | 0.26% | 3,180 | $281K | No change |
| USB US Bancorp | 0.25% | 5,752 | $275K | Reduce -0.3% |
| BDX Becton Dickinson and Co. | 0.25% | 1,211 | $275K | Reduce -0.3% |
| CVX Chevron Corp. | 0.24% | 1,845 | $267K | No change |
| CMCSA Comcast Corp. Class A | 0.24% | 7,052 | $265K | No change |
| AMGN Amgen Inc. | 0.24% | 1,006 | $262K | Reduce -1.0% |
| CRM Salesforce Inc. | 0.23% | 769 | $257K | No change |
| RTX RTX Corp. | 0.22% | 2,109 | $244K | No change |
| MRSH Marsh & McLennan Cos | 0.22% | 1,122 | $238K | Add +0.5% |
| FDX FedEx Corp. | 0.21% | 837 | $235K | Reduce -0.2% |
| ORCL Oracle Corp. | 0.21% | 1,400 | $233K | No change |
| CTVA Corteva Inc. | 0.21% | 4,068 | $232K | Reduce -1.3% |
| PNC PNC Financial Services Group | 0.21% | 1,183 | $228K | Add +0.6% |
| ISRG Intuitive Surgical Inc. | 0.20% | 421 | $220K | No change |
| BMY Bristol-Myers Squibb Co. | 0.20% | 3,883 | $220K | Add +15.2% |
| UL Unilever PLC | 0.20% | 3,849 | $218K | No change |
| LIN Linde PLC | 0.20% | 512 | $214K | Add +0.2% |
| MMM 3M Co. | 0.19% | 1,646 | $212K | No change |
| AMP Ameriprise Financial Inc. | 0.19% | 392 | $209K | No change |
| ADBE Adobe Inc. | 0.19% | 468 | $208K | No change |
| MSI Motorola Solutions Inc. | 0.19% | 449 | $208K | No change |
| ETN Eaton Corp. PLC | 0.19% | 613 | $203K | No change |
| INTU Intuit Inc. | 0.18% | 320 | $201K | Add +0.6% |
| TMUS T-Mobile US Inc. | 0.18% | 909 | $201K | No change |
| VZ Verizon Communications Inc. | 0.18% | 5,013 | $200K | Reduce -22.3% |
| SCHW Schwab (charles) Corp. | 0.17% | 2,582 | $191K | No change |
| CME Cme Group Inc. | 0.17% | 820 | $190K | Reduce -0.1% |
| WELL Welltower Inc. | 0.17% | 1,504 | $190K | No change |
| NEE Nextera Energy Inc. | 0.17% | 2,610 | $187K | Reduce -0.7% |
| FISV Fiserv Inc. | 0.17% | 889 | $183K | No change |
| CAT Caterpillar Inc. | 0.16% | 494 | $179K | No change |
| SYK Stryker Corp. | 0.16% | 485 | $175K | No change |
Other holdings (2): bonds, preferreds, convertibles and warrants · $412K (not counted above)
| Security | Class | Shares / Principal | Value | Change |
|---|---|---|---|---|
| BANK OF AMERICA CORP (BAC 7.25 PERP L) | 7.25%CNV PFD L | 174 | $212K | No change |
| WELLS FARGO & COMPANY (WFC 7.5 PERP L) | PERP PFD CNV A | 167 | $199K | No change |
Total filed on the 13F, all lines: $110.0M.
Portfolio Sells Q3 2024 → Q4 2024
| VXUS Vanguard Total Intl Stock | Reduce -81.5% | 0.15% | −0.70 |
| VTI VG Morningstar TS MKT ETF-US | Reduce -45.1% | 0.79% | −0.57 |
| VOO Vanguard S&P 500 ETF | Reduce -14.0% | 1.35% | −0.13 |
| BND Vanguard Total Bond Market | Sold out | 0.00% | −0.13 |
| BNDX Vanguard Total Intl Bond ETF | Sold out | 0.00% | −0.11 |
| JNJ Johnson & Johnson | Reduce -3.8% | 0.79% | −0.10 |
| GPC Genuine Parts Co. | Sold out | 0.00% | −0.10 |
| ABBV Abbvie Inc. | Reduce -0.6% | 1.18% | −0.09 |
| VNQ Vanguard Real Estate ETF | Reduce -0.0% | 1.63% | −0.09 |
| PEP Pepsico Inc. | Reduce -11.7% | 0.39% | −0.09 |
| TMO Thermo Fisher Scientific Inc. | Reduce -69.9% | 0.03% | −0.09 |
| VZ Verizon Communications Inc. | Reduce -22.3% | 0.18% | −0.07 |
| LMT Lockheed Martin Corp. | Reduce -1.1% | 0.40% | −0.07 |
| BCE Bce Inc. | Reduce -74.2% | 0.01% | −0.06 |
| VTV Vanguard Mrngstr Val ETF-Aui | Reduce -64.5% | 0.03% | −0.06 |
| ELV Elevance Health Inc. | Reduce -96.0% | 0.00% | −0.06 |
| ASH Ashland Inc. | Reduce -62.4% | 0.03% | −0.05 |
| DOW Dow Inc. | Reduce -8.6% | 0.12% | −0.05 |
| AMGN Amgen Inc. | Reduce -1.0% | 0.24% | −0.05 |
| VXF Vanguard Extended Market ETF | Sold out | 0.00% | −0.05 |
| LLY Eli Lilly & Co. | Reduce -0.2% | 0.45% | −0.05 |
| QQQ Invesco QQQ Trust Series 1 | Sold out | 0.00% | −0.05 |
| TGT Target Corp. | Reduce -3.8% | 0.30% | −0.05 |
| REGN Regeneron Pharmaceuticals | Reduce -21.8% | 0.06% | −0.05 |
| GSLC Goldman Activebeta US LC ETF | Sold out | 0.00% | −0.05 |
| AY Atlantica Sustainable Infras | Sold out | 0.00% | −0.04 |
| DD Dupont DE Nemours Inc. | Reduce -1.3% | 0.28% | −0.04 |
| AMD Advanced Micro Devices | Reduce -0.6% | 0.12% | −0.04 |
| VUG Vanguard Mrngstar GR ETF-Sui | Reduce -64.8% | 0.02% | −0.04 |
| DIA SS SPDR Dow Jones Indus Avg | Reduce -64.9% | 0.02% | −0.03 |
| HUM Humana Inc. | Sold out | 0.00% | −0.03 |
| OIH Vaneck Oil Services ETF | Sold out | 0.00% | −0.03 |
| PFE Pfizer Inc. | Reduce -0.4% | 0.53% | −0.03 |
| CVS CVS Health Corp. | Reduce -49.1% | 0.02% | −0.03 |
| ACGL Arch Capital Group Ltd. | Reduce -0.4% | 0.16% | −0.03 |
| TROW T Rowe Price Group Inc. | Reduce -78.1% | 0.01% | −0.03 |
| BG Bunge Global SA | Reduce -57.4% | 0.01% | −0.03 |
| NEE Nextera Energy Inc. | Reduce -0.7% | 0.17% | −0.02 |
| QCOM Qualcomm Inc. | Reduce -0.9% | 0.32% | −0.02 |
| FBIN Fortune Brands Innovations I | Reduce -0.1% | 0.09% | −0.02 |
| MRO Marathon Oil Corp. | Sold out | 0.00% | −0.02 |
| CGNX Cognex Corp. | Sold out | 0.00% | −0.02 |
| ABT Abbott Laboratories | Reduce -4.4% | 1.25% | −0.02 |
| ADM Archer-Daniels-Midland Co. | Sold out | 0.00% | −0.02 |
| LEG Leggett & Platt Inc. | Reduce -97.3% | 0.00% | −0.02 |
| WING Wingstop Inc. | Reduce -0.6% | 0.05% | −0.02 |
| NVO Novo-Nordisk A/S-Spons ADR | Reduce -65.6% | 0.01% | −0.02 |
| CI The Cigna Group | Reduce -1.5% | 0.08% | −0.02 |
| MGPI MGP Ingredients Inc. | Reduce -95.5% | 0.00% | −0.02 |
| IWO iShares Russell 2000 Growth | Sold out | 0.00% | −0.02 |
Portfolio Buys Q3 2024 → Q4 2024
| AMZN Amazon.com Inc. | Add +0.0% | 1.94% | +0.35 |
| V Visa Inc. Class A | Add +0.3% | 0.60% | +0.10 |
| GS Goldman Sachs Group Inc. | Add +0.3% | 0.35% | +0.06 |
| COST Costco Wholesale Corp. | Add +0.1% | 0.84% | +0.06 |
| WMT Walmart Inc. | Add +0.3% | 0.40% | +0.06 |
| BA The Boeing Co. | Add +74.8% | 0.10% | +0.05 |
| BMY Bristol-Myers Squibb Co. | Add +15.2% | 0.20% | +0.05 |
| MA Mastercard Inc. Class A | Add +0.3% | 0.37% | +0.04 |
| RPRX Royalty Pharma PLC Class A | Add +3953.3% | 0.03% | +0.03 |
| CAG Conagra Brands Inc. | New | 0.03% | +0.03 |
| APA Apa Corp. | Add +5718.2% | 0.03% | +0.03 |
| WFC Wells Fargo & Co. | Add +0.8% | 0.11% | +0.03 |
| APP AppLovin Corp. Class A | Add +1640.0% | 0.03% | +0.03 |
| BAX Baxter International Inc. | Add +5488.2% | 0.03% | +0.02 |
| XRAY Dentsply Sirona Inc. | New | 0.02% | +0.02 |
| MNST Monster Beverage Corp. | Add +0.1% | 0.54% | +0.02 |
| CNC Centene Corp. | Add +172.7% | 0.04% | +0.02 |
| TSN Tyson Foods Inc. Class A | Add +3423.1% | 0.02% | +0.02 |
| MSTR Strategy Inc. | New | 0.02% | +0.02 |
| BF.A Brown-Forman Corp. Class A | New | 0.02% | +0.02 |
| BF.B Brown-Forman Corp. Class B | New | 0.02% | +0.02 |
| PII Polaris Inc. | New | 0.02% | +0.02 |
| PGNY Progyny Inc. | New | 0.02% | +0.02 |
| BAC Bank of America Corp. | Add +1.1% | 0.13% | +0.02 |
| MRNA Moderna Inc. | New | 0.02% | +0.02 |
| CRI Carter's Inc. | New | 0.02% | +0.02 |
| DLTR Dollar Tree Inc. | New | 0.02% | +0.02 |
| KURA Kura Oncology Inc. | New | 0.02% | +0.02 |
| PNC PNC Financial Services Group | Add +0.6% | 0.21% | +0.02 |
| BRK.B Berkshire Hathaway Inc. Class B | Add +0.2% | 0.71% | +0.02 |
| RIVN Rivian Automotive Inc. Class A | Add +3465.8% | 0.02% | +0.02 |
| ALNY Alnylam Pharmaceuticals Inc. | Add +2500.0% | 0.02% | +0.02 |
| WBA Walgreens Boots Alliance Inc. | Add +123.8% | 0.02% | +0.01 |
| OGN Organon & Co. | Add +117.7% | 0.03% | +0.01 |
| COIN Coinbase Global Inc. Class A | Add +2.5% | 0.04% | +0.01 |
| COP Conocophillips | Add +6.0% | 0.35% | +0.01 |
| INTU Intuit Inc. | Add +0.6% | 0.18% | +0.01 |
| MCK McKesson Corp. | Add +1.1% | 0.05% | +0.01 |
| DDOG Datadog Inc. Class A | Add +0.5% | 0.03% | +0.01 |
| DXCM Dexcom Inc. | Add +1.7% | 0.03% | +0.01 |
| JBLU Jetblue Airways Corp. | Add +2.8% | 0.02% | +0.01 |
| NBIX Neurocrine Biosciences Inc. | Add +2.8% | 0.02% | +0.00 |
| PG The Procter & Gamble Co. | Add +0.4% | 0.54% | +0.00 |
| MU Micron Technology Inc. | Add +28.2% | 0.05% | +0.00 |
| CFG Citizens Financial Group | Add +4.9% | 0.02% | +0.00 |
| PANW Palo Alto Networks Inc. | Add +2.5% | 0.03% | +0.00 |
| PM Philip Morris International | Add +0.7% | 0.08% | +0.00 |
| MTB M & T Bank Corp. | Add +4.3% | 0.02% | +0.00 |
| WCC Wesco International Inc. | Add +2.5% | 0.02% | +0.00 |
| FICO Fair Isaac Corp. | New | 0.00% | +0.00 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 166 | $83.9M | FMUN, IEFA, VV, KLAC, STX |
| Q1 2026 | 202 | $81.2M | FMUN, IEFA, VV, VEA, AGG |
| Q4 2025 | 217 | $82.6M | FMUN, IEFA, VV, VEA, AGG |
| Q3 2025 | 203 | $82.3M | FMUN, IEFA, VV, VEA, AGG |
| Q2 2025 | 222 | $79.9M | FMUN, IEFA, VV, VEA, AGG |
| Q1 2025 | 592 | $100.9M | IEFA, AAPL, VV, MSFT, AGG |
| Q4 2024 | 818 | $109.6M | IEFA, AAPL, VV, MSFT, AGG |
| Q3 2024 | 819 | $113.6M | IEFA, AAPL, VV, MSFT, AGG |
| Q2 2024 | 622 | $105.1M | IEFA, AAPL, MSFT, VV, AGG |
| Q1 2024 | 642 | $129.3M | IEFA, AAPL, MSFT, VNQ, VV |