Riverview Capital Advisers, LLC Top Holdings and 13F Report (2024) About Riverview Capital Advisers, LLCInvestment ActivityRiverview Capital Advisers, LLC has $324.68 million in total holdings as of September 30, 2024.Riverview Capital Advisers, LLC owns shares of 83 different stocks, but just 29 companies or ETFs make up 80% of its holdings.Approximately 7.44% of the portfolio was purchased this quarter.About 5.98% of the portfolio was sold this quarter.This quarter, Riverview Capital Advisers, LLC has purchased 83 new stocks and bought additional shares in 35 stocks.Riverview Capital Advisers, LLC sold shares of 18 stocks and completely divested from 3 stocks this quarter.Largest Holdings Apple $23,629,720Vanguard Small-Cap ETF $22,848,917Berkshire Hathaway $19,143,134Amazon.com $18,634,503Invesco S&P 500 Equal Weight ETF $17,090,773 Largest New Holdings this Quarter Rio Tinto Group $4,833,226 HoldingAirbnb $2,479,136 HoldingService Properties Trust $47,288 Holding Largest Purchases this Quarter Sweetgreen 233,208 shares (about $8.27M)Tesla 19,000 shares (about $4.97M)Rio Tinto Group 67,911 shares (about $4.83M)Airbnb 19,550 shares (about $2.48M)Enbridge 33,460 shares (about $1.36M) Largest Sales this Quarter DraftKings 165,361 shares (about $6.48M)CAVA Group 10,000 shares (about $1.24M)MGM Resorts International 11,716 shares (about $457.98K)Meta Platforms 120 shares (about $68.69K)Berkshire Hathaway 119 shares (about $54.77K) Sector Allocation Over TimeMap of 500 Largest Holdings ofRiverview Capital Advisers, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorAAPLApple$23,629,720$50,794 ▼-0.2%101,4157.3%Computer and TechnologyVBVanguard Small-Cap ETF$22,848,917$95,595 ▲0.4%96,3247.0%ETFBRK.BBerkshire Hathaway$19,143,134$54,771 ▼-0.3%41,5925.9%FinanceAMZNAmazon.com$18,634,503$14,906 ▼-0.1%100,0085.7%Retail/WholesaleRSPInvesco S&P 500 Equal Weight ETF$17,090,773$65,931 ▲0.4%95,3945.3%ETFVOVanguard Mid-Cap ETF$15,905,818$40,102 ▼-0.3%60,2884.9%ETFBXPBoston Properties$12,272,396$290,541 ▲2.4%152,5283.8%FinanceMSFTMicrosoft$10,107,828$430 ▲0.0%23,4903.1%Computer and TechnologySPGSimon Property Group$9,799,692$52,566 ▲0.5%57,9793.0%FinanceSGSweetgreen$9,689,939$8,267,224 ▲581.1%273,3413.0%Retail/WholesaleCARRCarrier Global$8,303,776$5,634 ▼-0.1%103,1652.6%Computer and TechnologyVUGVanguard Growth ETF$7,815,395$8,831 ▲0.1%20,3562.4%ETFMGMMGM Resorts International$7,682,459$457,977 ▼-5.6%196,5332.4%Consumer DiscretionaryTSLATesla$6,545,198$4,970,970 ▲315.8%25,0172.0%Auto/Tires/TrucksESEversource Energy$6,157,437$201,156 ▲3.4%90,4841.9%UtilitiesVIGVanguard Dividend Appreciation ETF$5,410,154$12,478 ▲0.2%27,3161.7%ETFUPSUnited Parcel Service$5,328,986$40,902 ▲0.8%39,0861.6%TransportationKMIKinder Morgan$5,286,530$34,262 ▲0.7%239,3181.6%Oils/EnergyIWDiShares Russell 1000 Value ETF$5,057,655$12,527 ▲0.2%26,6471.6%ETFAMTAmerican Tower$5,025,197$698 ▲0.0%21,6081.5%FinanceEQREquity Residential$5,005,961$219,658 ▲4.6%67,2301.5%FinanceVTIVanguard Total Stock Market ETF$4,953,683$26,617 ▲0.5%17,4941.5%ETFAVBAvalonBay Communities$4,935,345$35,363 ▲0.7%21,9111.5%FinanceRIORio Tinto Group$4,833,226$4,833,226 ▲New Holding67,9111.5%Basic MaterialsCGXUCapital Group International Focus Equity ETF$4,782,564$19,985 ▼-0.4%177,3291.5%ETFWMTWalmart$4,447,703$484 ▲0.0%55,0801.4%Retail/WholesaleKOCoca-Cola$4,355,6510.0%60,6131.3%Consumer StaplesSTWDStarwood Property Trust$4,080,931$26,433 ▼-0.6%200,2421.3%FinanceCAVACAVA Group$4,071,198$1,238,500 ▼-23.3%32,8721.3%Retail/WholesalePSXPhillips 66$3,677,314$13,145 ▲0.4%27,9751.1%Oils/EnergyVICIVICI Properties$3,548,099$1,799 ▼-0.1%106,5181.1%FinanceGOOGLAlphabet$3,481,855$24,214 ▼-0.7%20,9941.1%Computer and TechnologyVVisa$2,908,9850.0%10,5800.9%Business ServicesMUMicron Technology$2,903,3620.0%27,9950.9%Computer and TechnologyENBEnbridge$2,815,123$1,358,809 ▲93.3%69,3210.9%Oils/EnergySWKStanley Black & Decker$2,660,456$385,462 ▲16.9%24,1570.8%Industrial ProductsABNBAirbnb$2,479,136$2,479,136 ▲New Holding19,5500.8%Consumer DiscretionaryNVDANVIDIA$2,352,649$69,463 ▲3.0%19,3730.7%Computer and TechnologyAFLAflac$2,223,2550.0%19,8860.7%FinanceVISVanguard Industrials ETF$1,952,931$1,040 ▲0.1%7,5090.6%ETFLABCORP HOLDINGS INC$1,787,8400.0%8,0000.6%COM SHSCRMSalesforce$1,601,204$547 ▼0.0%5,8500.5%Computer and TechnologySYKStryker$1,596,7700.0%4,4200.5%MedicalCCLCarnival Co. &$1,464,836$169,868 ▲13.1%79,2660.5%Consumer DiscretionaryHDHome Depot$1,288,686$7,294 ▲0.6%3,1800.4%Retail/WholesaleDGXQuest Diagnostics$1,268,0820.0%8,1680.4%MedicalIWFiShares Russell 1000 Growth ETF$1,185,826$21,397 ▲1.8%3,1590.4%ETFNFLXNetflix$1,177,3890.0%1,6600.4%Consumer DiscretionaryJNJJohnson & Johnson$1,137,258$1,620 ▲0.1%7,0180.4%MedicalIYWiShares U.S. Technology ETF$1,129,1400.0%9,8340.3%ManufacturingHONHoneywell International$1,060,6300.0%5,1310.3%Multi-Sector ConglomeratesAZNAstraZeneca$1,009,4800.0%12,9570.3%MedicalCGDVCapital Group Dividend Value ETF$916,046$113,586 ▲14.2%25,1380.3%ETFBXBlackstone$872,076$7,657 ▼-0.9%5,6950.3%FinanceSHWSherwin-Williams$858,7580.0%2,2500.3%Basic MaterialsNCLHNorwegian Cruise Line$786,1900.0%38,3320.2%Consumer DiscretionaryINDAiShares MSCI India ETF$785,7660.0%13,4250.2%ETFPHGKoninklijke Philips$775,9550.0%23,7150.2%MedicalXOMExxon Mobil$754,0770.0%6,4330.2%Oils/EnergyGSThe Goldman Sachs Group$667,212$1,485 ▲0.2%1,3480.2%FinanceEAElectronic Arts$646,1980.0%4,5050.2%Consumer DiscretionarySPYSPDR S&P 500 ETF Trust$644,241$2,295 ▲0.4%1,1230.2%FinancePEPPepsiCo$518,653$2,721 ▼-0.5%3,0500.2%Consumer StaplesVWOVanguard FTSE Emerging Markets ETF$494,386$383 ▲0.1%10,3320.2%ETFJPMJPMorgan Chase & Co.$436,6920.0%2,0710.1%FinanceEIXEdison International$414,6360.0%4,7610.1%UtilitiesMETAMeta Platforms$413,879$68,694 ▼-14.2%7230.1%Computer and TechnologyMCMoelis & Company$409,6900.0%5,9800.1%FinanceDKNGDraftKings$406,818$6,482,158 ▼-94.1%10,3780.1%Consumer DiscretionarySCHXSchwab US Large-Cap ETF$391,260$2,171 ▲0.6%5,7670.1%ETFLITHIUM AMERICAS ARGENTINA C$355,4550.0%109,0350.1%COM SHSXLFFinancial Select Sector SPDR Fund$351,3270.0%7,7520.1%ETFMSTRMicroStrategy$342,258$308,032 ▲900.0%2,0300.1%Computer and TechnologyGRAYSCALE BITCOIN TR BTC$321,8370.0%6,3730.1%SHS REP COM UTBACBank of America$301,489$7,857 ▼-2.5%7,5980.1%FinanceIVViShares Core S&P 500 ETF$301,1010.0%5220.1%ETFDHRDanaher$296,0920.0%1,0650.1%Multi-Sector ConglomeratesVCSHVanguard Short-Term Corporate Bond ETF$266,852$31,768 ▼-10.6%3,3600.1%ETFIJKiShares S&P Mid-Cap 400 Growth ETF$263,380$11,491 ▲4.6%2,8650.1%ETFVGTVanguard Information Technology ETF$258,7070.0%4410.1%ETFORCLOracle$248,630$682 ▲0.3%1,4590.1%Computer and TechnologyABTAbbott Laboratories$219,4700.0%1,9250.1%MedicalSVCService Properties Trust$47,288$47,288 ▲New Holding10,3700.0%FinanceBABoeing$0$7,821,334 ▼-100.0%00.0%AerospaceCOFCapital One Financial$0$3,037,379 ▼-100.0%00.0%FinanceSIRISirius XM$0$34,781 ▼-100.0%00.0%Consumer DiscretionaryShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. Real-time analyst ratings, insider transactions, earnings data, and more. Our daily ratings and market update email newsletter. Sign in to your free account to enjoy all that MarketBeat has to offer. Sign In Create Account Your Email Address: Email Address Required Your Password: Password Required Log In or Sign in with Facebook Sign in with Google Forgot your password? Your Email Address: Please enter your email address. Please enter a valid email address Choose a Password: Please enter your password. Your password must be at least 8 characters long and contain at least 1 number, 1 letter, and 1 special character. Create My Account (Free) or Sign in with Facebook Sign in with Google By creating a free account, you agree to our terms of service. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
