Riverview Capital Advisers, LLC Top Holdings and 13F Report (2024)

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About Riverview Capital Advisers, LLC

Investment Activity

Riverview Capital Advisers, LLC has $290.49 million in total holdings as of March 31, 2024.
Riverview Capital Advisers, LLC owns shares of 80 different stocks, but just 28 companies or ETFs make up 80% of its holdings.
Approximately 13.38% of the portfolio was purchased this quarter.
About 7.71% of the portfolio was sold this quarter.
This quarter, Riverview Capital Advisers, LLC has purchased 79 new stocks and bought additional shares in 33 stocks.
Riverview Capital Advisers, LLC sold shares of 16 stocks and completely divested from 6 stocks this quarter.

Largest Holdings

Vanguard Small-Cap ETF: $21,688,907
Amazon.com: $18,529,367
Berkshire Hathaway: $17,652,169
Apple: $17,427,599
Invesco S&P 500 Equal Weight ETF: $16,157,062

Largest New Holdings this Quarter

MGM Resorts International: $10,030,170 Holding
RTX CORPORATION: $6,775,459 Holding
Kinder Morgan: $4,406,634 Holding
Starwood Property Trust: $4,089,969 Holding
CAVA Group: $1,609,329 Holding

Largest Purchases this Quarter

MGM Resorts International: 212,459 shares (about $10.03M)
DraftKings: 169,846 shares (about $7.71M)
RTX CORPORATION: 69,471 shares (about $6.78M)
Kinder Morgan: 240,274 shares (about $4.41M)
Starwood Property Trust: 201,179 shares (about $4.09M)

Largest Sales this Quarter

NVIDIA: 2,000 shares (about $1.81M)
Apple: 8,729 shares (about $1.50M)
Amazon.com: 1,300 shares (about $234.49K)
MicroStrategy: 130 shares (about $221.59K)
Bank of America: 5,000 shares (about $189.60K)

Sector Allocation Over Time

Selling

Neutral

Buying

Latest 13F Holdings and Changes Since Previous Quarterly Filing

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
VB Vanguard Small-Cap ETF	$21,688,907	$205,503 ▲	1.0%	94,881	7.5%	ETF
AMZN Amazon.com	$18,529,367	$234,494 ▼	-1.2%	102,724	6.4%	Retail/Wholesale
BRK.B Berkshire Hathaway	$17,652,169		0.0%	41,977	6.1%	Finance
AAPL Apple	$17,427,599	$1,496,842 ▼	-7.9%	101,631	6.0%	Computer and Technology
RSP Invesco S&P 500 Equal Weight ETF	$16,157,062	$53,521 ▼	-0.3%	95,395	5.6%	ETF
VO Vanguard Mid-Cap ETF	$14,528,908	$220,377 ▲	1.5%	58,148	5.0%	ETF
MGM MGM Resorts International	$10,030,170	$10,030,170 ▲	New Holding	212,459	3.5%	Consumer Discretionary
MSFT Microsoft	$9,905,812	$70,681 ▼	-0.7%	23,545	3.4%	Computer and Technology
BXP Boston Properties	$9,437,785	$31,414 ▲	0.3%	144,507	3.2%	Finance
SPG Simon Property Group	$8,990,265	$4,538 ▲	0.1%	57,449	3.1%	Finance
DKNG DraftKings	$8,166,807	$7,712,707 ▲	1,698.5%	179,846	2.8%	Consumer Discretionary
VUG Vanguard Growth ETF	$6,824,965	$53,697 ▲	0.8%	19,828	2.3%	ETF
RTX CORPORATION	$6,775,459	$6,775,459 ▲	New Holding	69,471	2.3%	COM
CARR Carrier Global	$5,994,311	$2,267 ▲	0.0%	103,119	2.1%	Computer and Technology
UPS United Parcel Service	$5,893,923		0.0%	39,655	2.0%	Transportation
VIG Vanguard Dividend Appreciation ETF	$4,850,264	$104,817 ▲	2.2%	26,561	1.7%	ETF
IWD iShares Russell 1000 Value ETF	$4,770,031	$58,210 ▲	1.2%	26,632	1.6%	ETF
PSX Phillips 66	$4,709,093	$6,697 ▼	-0.1%	28,830	1.6%	Oils/Energy
CGXU Capital Group International Focus Equity ETF	$4,560,199	$12,890 ▼	-0.3%	176,889	1.6%	ETF
KMI Kinder Morgan	$4,406,634	$4,406,634 ▲	New Holding	240,274	1.5%	Oils/Energy
AMT American Tower	$4,241,001	$3,359 ▲	0.1%	21,464	1.5%	Finance
AVB AvalonBay Communities	$4,222,922	$110,036 ▲	2.7%	22,758	1.5%	Finance
EQR Equity Residential	$4,218,150	$24,234 ▲	0.6%	66,838	1.5%	Finance
VTI Vanguard Total Stock Market ETF	$4,190,391	$4,938 ▲	0.1%	16,123	1.4%	ETF
STWD Starwood Property Trust	$4,089,969	$4,089,969 ▲	New Holding	201,179	1.4%	Finance
XPO XPO	$3,906,791		0.0%	32,015	1.3%	Transportation
KO Coca-Cola	$3,782,088		0.0%	61,819	1.3%	Consumer Staples
WMT Walmart	$3,370,770	$2,224,175 ▲	194.0%	56,021	1.2%	Retail/Wholesale
BA Boeing	$3,317,692	$16,018 ▼	-0.5%	17,191	1.1%	Aerospace
MU Micron Technology	$3,299,152	$29,473 ▼	-0.9%	27,985	1.1%	Computer and Technology
GOOGL Alphabet	$3,168,021		0.0%	20,990	1.1%	Computer and Technology
COF Capital One Financial	$3,119,557	$14,354 ▲	0.5%	19,777	1.1%	Finance
VICI VICI Properties	$3,058,965	$37,148 ▲	1.2%	102,684	1.1%	Finance
V Visa	$2,952,680	$14,791 ▼	-0.5%	10,580	1.0%	Business Services
SWK Stanley Black & Decker	$2,015,455	$1,665 ▲	0.1%	20,581	0.7%	Industrial Products
ENB Enbridge	$1,868,698	$40,087 ▲	2.2%	51,650	0.6%	Oils/Energy
VIS Vanguard Industrials ETF	$1,832,278	$977 ▲	0.1%	7,505	0.6%	ETF
CRM Salesforce	$1,776,661		0.0%	5,899	0.6%	Computer and Technology
LH Laboratory Co. of America	$1,747,680	$18,351 ▼	-1.0%	8,000	0.6%	Medical
AFL Aflac	$1,707,412	$4,207 ▼	-0.2%	19,886	0.6%	Finance
CAVA CAVA Group	$1,609,329	$1,609,329 ▲	New Holding	22,974	0.6%	Retail/Wholesale
SYK Stryker	$1,590,733		0.0%	4,445	0.5%	Medical
NVDA NVIDIA	$1,440,342	$1,807,205 ▼	-55.6%	1,594	0.5%	Computer and Technology
HD Home Depot	$1,199,632	$11,509 ▲	1.0%	3,127	0.4%	Retail/Wholesale
IYW iShares U.S. Technology ETF	$1,129,140		0.0%	9,834	0.4%	Manufacturing
CCL Carnival Co. &	$1,123,212	$313,793 ▲	38.8%	68,740	0.4%	Consumer Discretionary
JNJ Johnson & Johnson	$1,106,909	$1,424 ▲	0.1%	6,997	0.4%	Medical
DGX Quest Diagnostics	$1,087,243		0.0%	8,168	0.4%	Medical
HON Honeywell International	$1,053,138		0.0%	5,131	0.4%	Multi-Sector Conglomerates
TSLA Tesla	$1,051,576		0.0%	5,982	0.4%	Auto/Tires/Trucks
SG Sweetgreen	$1,013,760		0.0%	40,133	0.3%	Retail/Wholesale
NFLX Netflix	$1,008,168		0.0%	1,660	0.3%	Consumer Discretionary
AZN AstraZeneca	$877,837		0.0%	12,957	0.3%	Medical
NCLH Norwegian Cruise Line	$802,289		0.0%	38,332	0.3%	Consumer Discretionary
SHW Sherwin-Williams	$781,493		0.0%	2,250	0.3%	Construction
BX Blackstone	$754,721	$11,823 ▼	-1.5%	5,745	0.3%	Finance
XOM Exxon Mobil	$742,425	$3,952 ▲	0.5%	6,387	0.3%	Oils/Energy
IWF iShares Russell 1000 Growth ETF	$659,711	$66,072 ▲	11.1%	1,957	0.2%	ETF
EA Electronic Arts	$597,679		0.0%	4,505	0.2%	Consumer Discretionary
LITHIUM AMERICAS ARGENTINA C	$587,699		0.0%	109,035	0.2%	COM SHS
GS The Goldman Sachs Group	$561,006	$835 ▲	0.1%	1,343	0.2%	Finance
PEP PepsiCo	$542,181	$2,800 ▲	0.5%	3,098	0.2%	Consumer Staples
SPY SPDR S&P 500 ETF Trust	$431,763	$34,018 ▲	8.6%	825	0.1%	Finance
VWO Vanguard FTSE Emerging Markets ETF	$430,803	$103,211 ▼	-19.3%	10,314	0.1%	ETF
JPM JPMorgan Chase & Co.	$428,042	$6,410 ▲	1.5%	2,137	0.1%	Finance
GRAYSCALE BITCOIN TR BTC	$402,583	$402,583 ▲	New Holding	6,373	0.1%	SHS REP COM UT
EIX Edison International	$393,421	$637 ▲	0.2%	5,562	0.1%	Utilities
META Meta Platforms	$377,298	$12,140 ▲	3.3%	777	0.1%	Computer and Technology
SCHX Schwab US Large-Cap ETF	$355,918	$993 ▲	0.3%	5,735	0.1%	ETF
MSTR MicroStrategy	$346,026	$221,593 ▼	-39.0%	203	0.1%	Computer and Technology
MC Moelis & Company	$339,485		0.0%	5,980	0.1%	Finance
XLF Financial Select Sector SPDR Fund	$326,521		0.0%	7,752	0.1%	ETF
FTRE Fortrea	$324,492		0.0%	8,084	0.1%	Medical
BAC Bank of America	$298,469	$189,600 ▼	-38.8%	7,871	0.1%	Finance
VCSH Vanguard Short-Term Corporate Bond ETF	$290,686		0.0%	3,760	0.1%	ETF
IVV iShares Core S&P 500 ETF	$274,432		0.0%	522	0.1%	ETF
DHR Danaher	$271,946		0.0%	1,089	0.1%	Multi-Sector Conglomerates
ORCL Oracle	$236,687	$236,687 ▲	New Holding	1,884	0.1%	Computer and Technology
VGT Vanguard Information Technology ETF	$231,139	$524 ▲	0.2%	441	0.1%	ETF
ABT Abbott Laboratories	$222,660	$3,864 ▲	1.8%	1,959	0.1%	Medical
RTX RTX	$0	$5,858,167 ▼	-100.0%	0	0.0%	Aerospace
ADBE Adobe	$0	$5,792,986 ▼	-100.0%	0	0.0%	Computer and Technology
BUD Anheuser-Busch InBev SA/NV	$0	$4,101,238 ▼	-100.0%	0	0.0%	Consumer Staples
BP BP	$0	$1,104,333 ▼	-100.0%	0	0.0%	Oils/Energy
QCOM QUALCOMM	$0	$1,016,941 ▼	-100.0%	0	0.0%	Computer and Technology
PARA Paramount Global	$0	$221,185 ▼	-100.0%	0	0.0%	Consumer Discretionary

Showing largest 100 holdings. View all holdings.

More Institutional Buying and Selling Information

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Riverview Capital Advisers, LLC Top Holdings and 13F Report (2024)

About Riverview Capital Advisers, LLC

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

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Riverview Capital Advisers, LLC Top Holdings and 13F Report (2024)

About Riverview Capital Advisers, LLC

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Map of 500 Largest Holdings ofRiverview Capital Advisers, LLC

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information