Riverview Capital Advisers
Latest statistics and disclosures from Riverview Capital Advisers's latest quarterly 13F-HR filing:
- Top 5 stock holdings are VB, AMZN, BRK.B, AAPL, RSP, and represent 31.48% of Riverview Capital Advisers's stock portfolio.
- Added to shares of these 10 stocks: MGM (+$10M), DKNG (+$7.7M), Raytheon Technologies Corp (+$6.8M), KMI, STWD, WMT, CAVA, GBTC, CCL, ORCL.
- Started 7 new stock positions in KMI, STWD, GBTC, Raytheon Technologies Corp, ORCL, CAVA, MGM.
- Reduced shares in these 10 stocks: RTX (-$5.9M), , , NVDA, AAPL, BP, QCOM, AMZN, MSTR, PARA.
- Sold out of its positions in ADBE, BUD, BP, QCOM, RTX, PARA.
- Riverview Capital Advisers was a net buyer of stock by $17M.
- Riverview Capital Advisers has $291M in assets under management (AUM), dropping by 11.46%.
- Central Index Key (CIK): 0001962933
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Portfolio Holdings for Riverview Capital Advisers
Riverview Capital Advisers holds 80 positions in its portfolio as reported in the March 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Vanguard Index Fds Small Cp Etf (VB) | 7.5 | $22M | 95k | 228.59 |
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| Amazon (AMZN) | 6.4 | $19M | 103k | 180.38 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 6.1 | $18M | 42k | 420.52 |
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| Apple (AAPL) | 6.0 | $17M | -7% | 102k | 171.48 |
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| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 5.6 | $16M | 95k | 169.37 |
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| Vanguard Index Fds Mid Cap Etf (VO) | 5.0 | $15M | 58k | 249.86 |
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| MGM Resorts International. (MGM) | 3.5 | $10M | NEW | 213k | 47.21 |
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| Microsoft Corporation (MSFT) | 3.4 | $9.9M | 24k | 420.72 |
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| Boston Properties (BXP) | 3.2 | $9.4M | 145k | 65.31 |
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| Simon Property (SPG) | 3.1 | $9.0M | 57k | 156.49 |
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| Draftkings Com Cl A (DKNG) | 2.8 | $8.2M | +1698% | 180k | 45.41 |
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| Vanguard Index Fds Growth Etf (VUG) | 2.3 | $6.8M | 20k | 344.21 |
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| Raytheon Technologies Corp | 2.3 | $6.8M | NEW | 70k | 97.53 |
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| Carrier Global Corporation (CARR) | 2.1 | $6.0M | 103k | 58.13 |
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| United Parcel Service CL B (UPS) | 2.0 | $5.9M | 40k | 148.63 |
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| Vanguard Specialized Funds Div App Etf (VIG) | 1.7 | $4.9M | +2% | 27k | 182.61 |
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| Ishares Tr Rus 1000 Val Etf (IWD) | 1.6 | $4.8M | 27k | 179.11 |
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| Phillips 66 (PSX) | 1.6 | $4.7M | 29k | 163.34 |
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| Capital Group Intl Focus Eqt Shs Creation Uni (CGXU) | 1.6 | $4.6M | 177k | 25.78 |
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| Kinder Morgan (KMI) | 1.5 | $4.4M | NEW | 240k | 18.34 |
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| American Tower Reit (AMT) | 1.5 | $4.2M | 22k | 197.59 |
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| AvalonBay Communities (AVB) | 1.5 | $4.2M | +2% | 23k | 185.56 |
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| Equity Residential Sh Ben Int (EQR) | 1.5 | $4.2M | 67k | 63.11 |
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| Vanguard Index Fds Total Stk Mkt (VTI) | 1.4 | $4.2M | 16k | 259.90 |
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| Starwood Property Trust (STWD) | 1.4 | $4.1M | NEW | 201k | 20.33 |
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| Xpo Logistics Inc equity (XPO) | 1.3 | $3.9M | 32k | 122.03 |
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| Coca-Cola Company (KO) | 1.3 | $3.8M | 62k | 61.18 |
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| Wal-Mart Stores (WMT) | 1.2 | $3.4M | +193% | 56k | 60.17 |
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| Boeing Company (BA) | 1.1 | $3.3M | 17k | 192.99 |
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| Micron Technology (MU) | 1.1 | $3.3M | 28k | 117.89 |
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| Alphabet Cap Stk Cl A (GOOGL) | 1.1 | $3.2M | 21k | 150.93 |
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| Capital One Financial (COF) | 1.1 | $3.1M | 20k | 157.74 |
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| Vici Pptys (VICI) | 1.1 | $3.1M | 103k | 29.79 |
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| Visa Com Cl A (V) | 1.0 | $3.0M | 11k | 279.08 |
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| Stanley Black & Decker (SWK) | 0.7 | $2.0M | 21k | 97.93 |
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| Enbridge (ENB) | 0.6 | $1.9M | +2% | 52k | 36.18 |
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| Vanguard World Industrial Etf (VIS) | 0.6 | $1.8M | 7.5k | 244.14 |
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| salesforce (CRM) | 0.6 | $1.8M | 5.9k | 301.18 |
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| Laboratory Corp Amer Hldgs Com New (LH) | 0.6 | $1.7M | 8.0k | 218.46 |
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| AFLAC Incorporated (AFL) | 0.6 | $1.7M | 20k | 85.86 |
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| Cava Group Ord (CAVA) | 0.6 | $1.6M | NEW | 23k | 70.05 |
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| Stryker Corporation (SYK) | 0.5 | $1.6M | 4.4k | 357.87 |
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| NVIDIA Corporation (NVDA) | 0.5 | $1.4M | -55% | 1.6k | 903.60 |
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| Home Depot (HD) | 0.4 | $1.2M | 3.1k | 383.64 |
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| Ishares Tr U.s. Tech Etf (IYW) | 0.4 | $1.1M | 9.8k | 114.82 |
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| Carnival Corp Unit 99/99/9999 (CCL) | 0.4 | $1.1M | +38% | 69k | 16.34 |
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| Johnson & Johnson (JNJ) | 0.4 | $1.1M | 7.0k | 158.20 |
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| Quest Diagnostics Incorporated (DGX) | 0.4 | $1.1M | 8.2k | 133.11 |
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| Honeywell International (HON) | 0.4 | $1.1M | 5.1k | 205.25 |
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| Tesla Motors (TSLA) | 0.4 | $1.1M | 6.0k | 175.79 |
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| Sweetgreen Com Cl A (SG) | 0.3 | $1.0M | 40k | 25.26 |
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| Netflix (NFLX) | 0.3 | $1.0M | 1.7k | 607.33 |
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| Astrazeneca Sponsored Adr (AZN) | 0.3 | $878k | 13k | 67.75 |
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| Norwegian Cruise Line Hldg L SHS (NCLH) | 0.3 | $802k | 38k | 20.93 |
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| Sherwin-Williams Company (SHW) | 0.3 | $782k | 2.3k | 347.33 |
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| Blackstone Group Inc Com Cl A (BX) | 0.3 | $755k | 5.7k | 131.37 |
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| Exxon Mobil Corporation (XOM) | 0.3 | $742k | 6.4k | 116.24 |
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| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.2 | $660k | +11% | 2.0k | 337.10 |
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| Electronic Arts (EA) | 0.2 | $598k | 4.5k | 132.67 |
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| Lithium Americas Argentina C Com Shs (LAAC) | 0.2 | $588k | 109k | 5.39 |
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| Goldman Sachs (GS) | 0.2 | $561k | 1.3k | 417.73 |
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| Pepsi (PEP) | 0.2 | $542k | 3.1k | 175.01 |
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| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.1 | $432k | +8% | 825.00 | 523.35 |
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| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.1 | $431k | -19% | 10k | 41.77 |
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| JPMorgan Chase & Co. (JPM) | 0.1 | $428k | 2.1k | 200.30 |
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| Grayscale Bitcoin Tr Btc Shs Rep Com Ut (GBTC) | 0.1 | $403k | NEW | 6.4k | 63.17 |
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| Edison International (EIX) | 0.1 | $393k | 5.6k | 70.73 |
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| Meta Platforms Cl A (META) | 0.1 | $377k | +3% | 777.00 | 485.58 |
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| Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 0.1 | $356k | 5.7k | 62.06 |
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| Microstrategy Cl A New (MSTR) | 0.1 | $346k | -39% | 203.00 | 1704.56 |
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| Moelis & Co Cl A (MC) | 0.1 | $340k | 6.0k | 56.77 |
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| Select Sector Spdr Tr Financial (XLF) | 0.1 | $327k | 7.8k | 42.12 |
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| Fortrea Hldgs Common Stock (FTRE) | 0.1 | $325k | 8.1k | 40.14 |
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| Bank of America Corporation (BAC) | 0.1 | $299k | -38% | 7.9k | 37.92 |
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| Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) | 0.1 | $291k | 3.8k | 77.31 |
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| Ishares Tr Core S&p500 Etf (IVV) | 0.1 | $274k | 522.00 | 525.73 |
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| Danaher Corporation (DHR) | 0.1 | $272k | 1.1k | 249.72 |
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| Oracle Corporation (ORCL) | 0.1 | $237k | NEW | 1.9k | 125.63 |
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| Vanguard World Inf Tech Etf (VGT) | 0.1 | $231k | 441.00 | 524.12 |
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| Abbott Laboratories (ABT) | 0.1 | $223k | 2.0k | 113.66 |
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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 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