Riverview Capital Advisers
Latest statistics and disclosures from Riverview Capital Advisers's latest quarterly 13F-HR filing:
- Top 5 stock holdings are AAPL, VB, AMZN, BRK.B, RSP, and represent 31.76% of Riverview Capital Advisers's stock portfolio.
- Added to shares of these 10 stocks: ES, BA, NVDA, CAVA, LH, INDA, CGDV, PHG, VO, IWF.
- Started 7 new stock positions in CGDV, ES, LH, INDA, PHG, IJK, SIRI.
- Reduced shares in these 10 stocks: Raytheon Technologies Corp (-$6.8M), XPO, , ENB, AMZN, FTRE, AVB, MGM, EQR, DKNG.
- Sold out of its positions in FTRE, Laboratory Corp. of America Holdings, Raytheon Technologies Corp, XPO.
- Riverview Capital Advisers was a net buyer of stock by $4.8M.
- Riverview Capital Advisers has $297M in assets under management (AUM), dropping by 2.16%.
- Central Index Key (CIK): 0001962933
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Portfolio Holdings for Riverview Capital Advisers
Riverview Capital Advisers holds 83 positions in its portfolio as reported in the June 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Apple (AAPL) | 7.2 | $21M | 102k | 210.62 |
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| Vanguard Index Fds Small Cp Etf (VB) | 7.0 | $21M | 96k | 218.04 |
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| Amazon (AMZN) | 6.5 | $19M | -2% | 100k | 193.25 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 5.7 | $17M | 42k | 406.80 |
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| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 5.3 | $16M | 95k | 164.28 |
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| Vanguard Index Fds Mid Cap Etf (VO) | 4.9 | $15M | +3% | 60k | 242.10 |
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| Microsoft Corporation (MSFT) | 3.5 | $11M | 24k | 446.94 |
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| MGM Resorts International. (MGM) | 3.1 | $9.3M | 208k | 44.44 |
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| Boston Properties (BXP) | 3.1 | $9.2M | +3% | 149k | 61.56 |
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| Simon Property (SPG) | 2.9 | $8.8M | 58k | 151.80 |
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| Boeing Company (BA) | 2.6 | $7.8M | +149% | 43k | 182.01 |
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| Vanguard Index Fds Growth Etf (VUG) | 2.6 | $7.6M | +2% | 20k | 374.02 |
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| Draftkings Com Cl A (DKNG) | 2.3 | $6.7M | -2% | 176k | 38.17 |
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| Carrier Global Corporation (CARR) | 2.2 | $6.5M | 103k | 63.08 |
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| United Parcel Service CL B (UPS) | 1.8 | $5.3M | -2% | 39k | 136.85 |
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| Vanguard Specialized Funds Div App Etf (VIG) | 1.7 | $5.0M | +2% | 27k | 182.55 |
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| Eversource Energy (ES) | 1.7 | $5.0M | NEW | 88k | 56.71 |
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| Kinder Morgan (KMI) | 1.6 | $4.7M | 238k | 19.87 |
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| Vanguard Index Fds Total Stk Mkt (VTI) | 1.6 | $4.7M | +7% | 17k | 267.51 |
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| Ishares Tr Rus 1000 Val Etf (IWD) | 1.6 | $4.6M | 27k | 174.47 |
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| Capital Group Intl Focus Eqt Shs Creation Uni (CGXU) | 1.5 | $4.6M | 178k | 25.72 |
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| AvalonBay Communities (AVB) | 1.5 | $4.5M | -4% | 22k | 206.89 |
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| Equity Residential Sh Ben Int (EQR) | 1.5 | $4.5M | -3% | 64k | 69.34 |
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| American Tower Reit (AMT) | 1.4 | $4.2M | 22k | 194.38 |
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| Cava Group Ord (CAVA) | 1.3 | $4.0M | +86% | 43k | 92.75 |
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| Phillips 66 (PSX) | 1.3 | $3.9M | -3% | 28k | 141.17 |
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| Coca-Cola Company (KO) | 1.3 | $3.9M | 61k | 63.65 |
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| Alphabet Cap Stk Cl A (GOOGL) | 1.3 | $3.9M | 21k | 182.15 |
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| Starwood Property Trust (STWD) | 1.3 | $3.8M | 202k | 18.94 |
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| Wal-Mart Stores (WMT) | 1.3 | $3.7M | 55k | 67.71 |
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| Micron Technology (MU) | 1.2 | $3.7M | 28k | 131.53 |
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| Vici Pptys (VICI) | 1.0 | $3.1M | +3% | 107k | 28.64 |
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| Capital One Financial (COF) | 1.0 | $3.0M | 19k | 156.42 |
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| Visa Com Cl A (V) | 0.9 | $2.8M | 11k | 262.47 |
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| NVIDIA Corporation (NVDA) | 0.8 | $2.3M | +1079% | 19k | 123.54 |
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| AFLAC Incorporated (AFL) | 0.6 | $1.8M | 20k | 89.31 |
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| Vanguard World Industrial Etf (VIS) | 0.6 | $1.8M | 7.5k | 235.21 |
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| Stanley Black & Decker (SWK) | 0.6 | $1.7M | 21k | 79.89 |
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| Labcorp Holdings Com Shs (LH) | 0.5 | $1.6M | NEW | 8.0k | 203.51 |
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| salesforce (CRM) | 0.5 | $1.5M | 5.9k | 257.10 |
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| Stryker Corporation (SYK) | 0.5 | $1.5M | 4.4k | 340.25 |
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| Carnival Corp Unit 99/99/9999 (CCL) | 0.4 | $1.3M | 70k | 18.72 |
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| Enbridge (ENB) | 0.4 | $1.3M | -30% | 36k | 35.59 |
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| Sweetgreen Com Cl A (SG) | 0.4 | $1.2M | 40k | 30.14 |
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| Tesla Motors (TSLA) | 0.4 | $1.2M | 6.0k | 197.88 |
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| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.4 | $1.1M | +58% | 3.1k | 364.51 |
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| Ishares Tr U.s. Tech Etf (IYW) | 0.4 | $1.1M | 9.8k | 114.82 |
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| Netflix (NFLX) | 0.4 | $1.1M | 1.7k | 674.88 |
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| Quest Diagnostics Incorporated (DGX) | 0.4 | $1.1M | 8.2k | 136.88 |
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| Honeywell International (HON) | 0.4 | $1.1M | 5.1k | 213.54 |
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| Home Depot (HD) | 0.4 | $1.1M | 3.2k | 344.19 |
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| Johnson & Johnson (JNJ) | 0.3 | $1.0M | 7.0k | 146.16 |
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| Astrazeneca Sponsored Adr (AZN) | 0.3 | $1.0M | 13k | 77.99 |
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| Ishares Tr Msci India Etf (INDA) | 0.3 | $749k | NEW | 13k | 55.78 |
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| Exxon Mobil Corporation (XOM) | 0.2 | $741k | 6.4k | 115.12 |
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| Capital Group Dividend Value Shs Creation Uni (CGDV) | 0.2 | $727k | NEW | 22k | 33.00 |
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| Norwegian Cruise Line Hldg L SHS (NCLH) | 0.2 | $720k | 38k | 18.79 |
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| Blackstone Group Inc Com Cl A (BX) | 0.2 | $711k | 5.7k | 123.80 |
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| Sherwin-Williams Company (SHW) | 0.2 | $672k | 2.3k | 298.43 |
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| Electronic Arts (EA) | 0.2 | $628k | 4.5k | 139.33 |
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| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.2 | $609k | +35% | 1.1k | 544.39 |
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| Goldman Sachs (GS) | 0.2 | $609k | 1.3k | 452.45 |
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| Koninklijke Philips N V Ny Regis Shs New (PHG) | 0.2 | $598k | NEW | 24k | 25.20 |
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| Pepsi (PEP) | 0.2 | $506k | 3.1k | 164.93 |
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| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.2 | $452k | 10k | 43.76 |
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| Meta Platforms Cl A (META) | 0.1 | $425k | +8% | 843.00 | 504.23 |
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| JPMorgan Chase & Co. (JPM) | 0.1 | $419k | -3% | 2.1k | 202.26 |
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| Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 0.1 | $369k | 5.7k | 64.25 |
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| Lithium Americas Argentina C Com Shs (LAAC) | 0.1 | $349k | 109k | 3.20 |
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| Edison International (EIX) | 0.1 | $342k | -14% | 4.8k | 71.81 |
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| Moelis & Co Cl A (MC) | 0.1 | $340k | 6.0k | 56.86 |
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| Grayscale Bitcoin Tr Btc Shs Rep Com Ut (GBTC) | 0.1 | $339k | 6.4k | 53.24 |
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| Select Sector Spdr Tr Financial (XLF) | 0.1 | $319k | 7.8k | 41.11 |
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| Bank of America Corporation (BAC) | 0.1 | $310k | 7.8k | 39.77 |
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| Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) | 0.1 | $291k | 3.8k | 77.28 |
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| Ishares Tr Core S&p500 Etf (IVV) | 0.1 | $286k | 522.00 | 547.23 |
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| Microstrategy Cl A New (MSTR) | 0.1 | $280k | 203.00 | 1377.48 |
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| Danaher Corporation (DHR) | 0.1 | $266k | -2% | 1.1k | 249.85 |
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| Vanguard World Inf Tech Etf (VGT) | 0.1 | $254k | 441.00 | 576.35 |
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| Ishares Tr S&p Mc 400gr Etf (IJK) | 0.1 | $241k | NEW | 2.7k | 88.11 |
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| Oracle Corporation (ORCL) | 0.1 | $206k | -22% | 1.5k | 141.23 |
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| Abbott Laboratories (ABT) | 0.1 | $200k | 1.9k | 103.91 |
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| Sirius Xm Holdings (SIRI) | 0.0 | $35k | NEW | 12k | 2.83 |
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Past Filings by Riverview Capital Advisers
SEC 13F filings are viewable for Riverview Capital Advisers going back to 2022
- Riverview Capital Advisers 2024 Q2 filed Aug. 12, 2024
- Riverview Capital Advisers 2024 Q1 filed May 14, 2024
- Riverview Capital Advisers 2023 Q4 filed Feb. 12, 2024
- Riverview Capital Advisers 2023 Q3 filed Nov. 13, 2023
- Riverview Capital Advisers 2023 Q2 filed Aug. 4, 2023
- Riverview Capital Advisers 2023 Q1 filed May 3, 2023
- Riverview Capital Advisers 2022 Q3 filed Feb. 8, 2023
- Riverview Capital Advisers 2022 Q4 filed Feb. 8, 2023
- Riverview Capital Advisers 2021 Q4 filed Feb. 7, 2023
- Riverview Capital Advisers 2022 Q1 filed Feb. 7, 2023
- Riverview Capital Advisers 2022 Q2 filed Feb. 7, 2023