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 31.59% of Riverview Capital Advisers's stock portfolio.
- Added to shares of these 10 stocks: GD (+$5.3M), NKE, SLB, BHP, ACVA, SCHX, IBIT, PLTR, RH, VB.
- Started 9 new stock positions in PLTR, RH, IBIT, GD, Vale Sa Adr F cs, BHP, SLB, NKE, ACVA.
- Reduced shares in these 10 stocks: MGM, RIO, AAPL, CCL, BRK.B, SG, STWD, SWK, CGXU, VUG.
- Sold out of its position in SVC.
- Riverview Capital Advisers was a net buyer of stock by $5.4M.
- Riverview Capital Advisers has $331M in assets under management (AUM), dropping by 2.08%.
- Central Index Key (CIK): 0001962933
Tip: Access up to 7 years of quarterly data
Positions held by Riverview Capital Advisers consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Portfolio Holdings for Riverview Capital Advisers
Riverview Capital Advisers holds 91 positions in its portfolio as reported in the December 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Apple (AAPL) | 7.4 | $24M | -4% | 97k | 250.42 |
|
| Vanguard Index Fds Small Cp Etf (VB) | 7.0 | $23M | 97k | 240.28 |
|
|
| Amazon (AMZN) | 6.6 | $22M | 100k | 219.39 |
|
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 5.6 | $18M | -2% | 41k | 453.28 |
|
| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 5.0 | $17M | 96k | 175.23 |
|
|
| Vanguard Index Fds Mid Cap Etf (VO) | 4.8 | $16M | 60k | 264.13 |
|
|
| Boston Properties (BXP) | 3.4 | $11M | 151k | 74.36 |
|
|
| Tesla Motors (TSLA) | 3.0 | $10M | 25k | 403.84 |
|
|
| Simon Property (SPG) | 3.0 | $10M | 58k | 172.21 |
|
|
| Microsoft Corporation (MSFT) | 3.0 | $9.9M | 23k | 421.49 |
|
|
| Sweetgreen Com Cl A (SG) | 2.6 | $8.5M | -2% | 266k | 32.06 |
|
| Vanguard Index Fds Growth Etf (VUG) | 2.5 | $8.2M | 20k | 410.44 |
|
|
| Carrier Global Corporation (CARR) | 2.1 | $7.0M | 103k | 68.26 |
|
|
| Kinder Morgan (KMI) | 2.0 | $6.6M | 239k | 27.40 |
|
|
| Vanguard Specialized Funds Div App Etf (VIG) | 1.7 | $5.5M | +2% | 28k | 195.83 |
|
| General Dynamics Corporation (GD) | 1.6 | $5.3M | NEW | 20k | 263.49 |
|
| Vanguard Index Fds Total Stk Mkt (VTI) | 1.5 | $5.1M | 18k | 289.81 |
|
|
| Eversource Energy (ES) | 1.5 | $5.1M | 89k | 57.43 |
|
|
| Ishares Tr Rus 1000 Val Etf (IWD) | 1.5 | $5.0M | +2% | 27k | 185.13 |
|
| Wal-Mart Stores (WMT) | 1.5 | $5.0M | 55k | 90.35 |
|
|
| United Parcel Service CL B (UPS) | 1.5 | $4.9M | 39k | 126.10 |
|
|
| Equity Residential Sh Ben Int (EQR) | 1.5 | $4.8M | 67k | 71.76 |
|
|
| AvalonBay Communities (AVB) | 1.5 | $4.8M | 22k | 219.97 |
|
|
| Nike CL B (NKE) | 1.4 | $4.6M | NEW | 61k | 75.67 |
|
| Capital Group Intl Focus Eqt Shs Creation Uni (CGXU) | 1.3 | $4.2M | -3% | 171k | 24.67 |
|
| Alphabet Cap Stk Cl A (GOOGL) | 1.2 | $4.0M | 21k | 189.30 |
|
|
| American Tower Reit (AMT) | 1.2 | $3.9M | 22k | 183.41 |
|
|
| Coca-Cola Company (KO) | 1.1 | $3.8M | 61k | 62.26 |
|
|
| Cava Group Ord (CAVA) | 1.1 | $3.7M | 33k | 112.80 |
|
|
| Starwood Property Trust (STWD) | 1.1 | $3.6M | -5% | 190k | 18.95 |
|
| Visa Com Cl A (V) | 1.0 | $3.3M | 11k | 316.04 |
|
|
| Phillips 66 (PSX) | 1.0 | $3.2M | 28k | 113.93 |
|
|
| Vici Pptys (VICI) | 0.9 | $3.0M | -3% | 103k | 29.21 |
|
| Enbridge (ENB) | 0.9 | $2.9M | 69k | 42.43 |
|
|
| NVIDIA Corporation (NVDA) | 0.8 | $2.6M | 19k | 134.29 |
|
|
| Airbnb Com Cl A (ABNB) | 0.8 | $2.6M | 20k | 131.41 |
|
|
| Rio Tinto Sponsored Adr (RIO) | 0.7 | $2.4M | -39% | 41k | 58.81 |
|
| Micron Technology (MU) | 0.7 | $2.4M | 28k | 84.16 |
|
|
| Schlumberger Com Stk (SLB) | 0.7 | $2.3M | NEW | 60k | 38.34 |
|
| AFLAC Incorporated (AFL) | 0.6 | $2.1M | 20k | 103.44 |
|
|
| MGM Resorts International. (MGM) | 0.6 | $2.0M | -70% | 58k | 34.65 |
|
| salesforce (CRM) | 0.6 | $2.0M | 5.9k | 334.33 |
|
|
| Vanguard World Industrial Etf (VIS) | 0.6 | $1.9M | 7.5k | 254.40 |
|
|
| Labcorp Holdings Com Shs (LH) | 0.6 | $1.8M | 8.0k | 229.32 |
|
|
| Stanley Black & Decker (SWK) | 0.5 | $1.8M | -8% | 22k | 80.29 |
|
| Stryker Corporation (SYK) | 0.5 | $1.6M | 4.4k | 360.05 |
|
|
| Netflix (NFLX) | 0.4 | $1.5M | 1.7k | 891.32 |
|
|
| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.4 | $1.3M | +5% | 3.3k | 401.54 |
|
| Home Depot (HD) | 0.4 | $1.2M | 3.2k | 389.04 |
|
|
| Quest Diagnostics Incorporated (DGX) | 0.4 | $1.2M | 8.2k | 150.86 |
|
|
| Carnival Corp Unit 99/99/9999 (CCL) | 0.4 | $1.2M | -37% | 49k | 24.92 |
|
| Honeywell International (HON) | 0.3 | $1.2M | 5.1k | 225.89 |
|
|
| Ishares Tr U.s. Tech Etf (IYW) | 0.3 | $1.1M | 9.8k | 114.82 |
|
|
| Bhp Group Sponsored Ads (BHP) | 0.3 | $1.1M | NEW | 23k | 48.83 |
|
| Capital Group Dividend Value Shs Creation Uni (CGDV) | 0.3 | $1.0M | +14% | 29k | 35.26 |
|
| Johnson & Johnson (JNJ) | 0.3 | $1.0M | 7.0k | 144.62 |
|
|
| Norwegian Cruise Line Hldg L SHS (NCLH) | 0.3 | $986k | 38k | 25.73 |
|
|
| Blackstone Group Inc Com Cl A (BX) | 0.3 | $982k | 5.7k | 172.42 |
|
|
| Astrazeneca Sponsored Adr (AZN) | 0.3 | $849k | 13k | 65.52 |
|
|
| Goldman Sachs (GS) | 0.2 | $773k | 1.4k | 572.44 |
|
|
| Sherwin-Williams Company (SHW) | 0.2 | $765k | 2.3k | 339.93 |
|
|
| Ishares Tr Msci India Etf (INDA) | 0.2 | $708k | 13k | 52.64 |
|
|
| Exxon Mobil Corporation (XOM) | 0.2 | $692k | 6.4k | 107.57 |
|
|
| Electronic Arts (EA) | 0.2 | $659k | 4.5k | 146.30 |
|
|
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.2 | $658k | 1.1k | 586.24 |
|
|
| Koninklijke Philips N V Ny Regis Shs New (PHG) | 0.2 | $601k | 24k | 25.32 |
|
|
| Microstrategy Cl A New (MSTR) | 0.2 | $553k | -6% | 1.9k | 289.62 |
|
| JPMorgan Chase & Co. (JPM) | 0.1 | $496k | 2.1k | 239.71 |
|
|
| Grayscale Bitcoin Trust Etf Shs Rep Com Ut (GBTC) | 0.1 | $472k | 6.4k | 74.02 |
|
|
| Pepsi (PEP) | 0.1 | $464k | 3.1k | 152.06 |
|
|
| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.1 | $458k | 10k | 44.04 |
|
|
| Moelis & Co Cl A (MC) | 0.1 | $442k | 6.0k | 73.88 |
|
|
| Meta Platforms Cl A (META) | 0.1 | $421k | 719.00 | 585.51 |
|
|
| Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 0.1 | $401k | +199% | 17k | 23.18 |
|
| Draftkings Com Cl A (DKNG) | 0.1 | $386k | 10k | 37.20 |
|
|
| Edison International (EIX) | 0.1 | $380k | 4.8k | 79.84 |
|
|
| Select Sector Spdr Tr Financial (XLF) | 0.1 | $374k | 7.7k | 48.33 |
|
|
| Acv Auctions Com Cl A (ACVA) | 0.1 | $347k | NEW | 16k | 21.60 |
|
| Bank of America Corporation (BAC) | 0.1 | $334k | 7.6k | 43.95 |
|
|
| Ishares Tr Core S&p500 Etf (IVV) | 0.1 | $307k | 522.00 | 588.68 |
|
|
| Lithium Americas Argentina C Com Shs (LAAC) | 0.1 | $286k | 109k | 2.62 |
|
|
| Vanguard World Inf Tech Etf (VGT) | 0.1 | $270k | 435.00 | 621.16 |
|
|
| Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) | 0.1 | $262k | 3.4k | 78.01 |
|
|
| Ishares Tr S&p Mc 400gr Etf (IJK) | 0.1 | $261k | 2.9k | 90.93 |
|
|
| Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) | 0.1 | $257k | NEW | 4.8k | 53.05 |
|
| Danaher Corporation (DHR) | 0.1 | $245k | 1.1k | 229.55 |
|
|
| Oracle Corporation (ORCL) | 0.1 | $244k | 1.5k | 166.65 |
|
|
| Palantir Technologies Cl A (PLTR) | 0.1 | $225k | NEW | 3.0k | 75.63 |
|
| Abbott Laboratories (ABT) | 0.1 | $218k | 1.9k | 113.11 |
|
|
| Rh (RH) | 0.1 | $217k | NEW | 550.00 | 393.59 |
|
| Vale S A Sponsored Ads | 0.0 | $136k | NEW | 15k | 8.87 |
|
Past Filings by Riverview Capital Advisers
SEC 13F filings are viewable for Riverview Capital Advisers going back to 2022
- Riverview Capital Advisers 2024 Q4 filed Feb. 14, 2025
- Riverview Capital Advisers 2024 Q3 filed Nov. 14, 2024
- 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