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Riverview Capital Advisers, LLC Top Holdings and 13F Report (2025)

About Riverview Capital Advisers, LLC

Investment Activity

  • Riverview Capital Advisers, LLC has $331.44 million in total holdings as of December 31, 2024.
  • Riverview Capital Advisers, LLC owns shares of 91 different stocks, but just 30 companies or ETFs make up 80% of its holdings.
  • Approximately 4.66% of the portfolio was purchased this quarter.
  • About 3.04% of the portfolio was sold this quarter.
  • This quarter, Riverview Capital Advisers, LLC has purchased 83 new stocks and bought additional shares in 17 stocks.
  • Riverview Capital Advisers, LLC sold shares of 31 stocks and completely divested from 1 stock this quarter.

Largest Holdings

Apple
$24,362,574
Amazon.com
$21,899,085
Berkshire Hathaway
$18,399,089

Largest New Holdings this Quarter

General Dynamics
$5,272,435 Holding
NIKE
$4,591,586 Holding
Schlumberger
$2,300,746 Holding
BHP Group
$1,109,565 Holding
ACV Auctions
$346,918 Holding

Largest Purchases this Quarter

General Dynamics
20,010 shares (about $5.27M)
NIKE
60,679 shares (about $4.59M)
Schlumberger
60,009 shares (about $2.30M)
BHP Group
22,723 shares (about $1.11M)
ACV Auctions
16,061 shares (about $346.92K)

Largest Sales this Quarter

MGM Resorts International
138,597 shares (about $4.80M)
Rio Tinto Group
26,735 shares (about $1.57M)
Apple
4,128 shares (about $1.03M)
Carnival Co. &
29,950 shares (about $746.35K)
Berkshire Hathaway
1,001 shares (about $453.73K)

Sector Allocation Over Time

Map of 500 Largest Holdings ofRiverview Capital Advisers, LLC

 
 
Selling
 
 
Neutral
 
 
Buying
Issuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSector
Apple Inc. stock logo
AAPL
Apple
$24,362,574$1,033,732 -4.1%97,2877.4%Computer and Technology
Vanguard Small-Cap ETF stock logo
VB
Vanguard Small-Cap ETF
$23,293,662$148,973 0.6%96,9447.0%ETF
Amazon.com, Inc. stock logo
AMZN
Amazon.com
$21,899,085$41,684 -0.2%99,8186.6%Retail/Wholesale
Berkshire Hathaway Inc. stock logo
BRK.B
Berkshire Hathaway
$18,399,089$453,733 -2.4%40,5915.6%Finance
Invesco S&P 500 Equal Weight ETF stock logo
RSP
Invesco S&P 500 Equal Weight ETF
$16,732,918$16,997 0.1%95,4915.0%ETF
Vanguard Mid-Cap ETF stock logo
VO
Vanguard Mid-Cap ETF
$15,962,639$38,827 0.2%60,4354.8%ETF
Boston Properties, Inc. stock logo
BXP
Boston Properties
$11,249,704$92,281 -0.8%151,2873.4%Finance
Tesla, Inc. stock logo
TSLA
Tesla
$10,101,654$1,212 0.0%25,0143.0%Auto/Tires/Trucks
Simon Property Group, Inc. stock logo
SPG
Simon Property Group
$9,979,235$5,339 -0.1%57,9483.0%Finance
Microsoft Co. stock logo
MSFT
Microsoft
$9,861,274$39,620 -0.4%23,3963.0%Computer and Technology
Sweetgreen, Inc. stock logo
SG
Sweetgreen
$8,542,003$221,310 -2.5%266,4382.6%Retail/Wholesale
Vanguard Growth ETF stock logo
VUG
Vanguard Growth ETF
$8,220,202$134,623 -1.6%20,0282.5%ETF
Carrier Global Co. stock logo
CARR
Carrier Global
$7,021,624$20,410 -0.3%102,8662.1%Computer and Technology
Kinder Morgan, Inc. stock logo
KMI
Kinder Morgan
$6,555,655$1,671 0.0%239,2572.0%Energy
Vanguard Dividend Appreciation ETF stock logo
VIG
Vanguard Dividend Appreciation ETF
$5,481,363$131,991 2.5%27,9901.7%ETF
General Dynamics Co. stock logo
GD
General Dynamics
$5,272,435$5,272,435 New Holding20,0101.6%Aerospace
Vanguard Total Stock Market ETF stock logo
VTI
Vanguard Total Stock Market ETF
$5,131,097$61,150 1.2%17,7051.5%ETF
Eversource Energy stock logo
ES
Eversource Energy
$5,116,037$80,459 -1.5%89,0831.5%Utilities
iShares Russell 1000 Value ETF stock logo
IWD
iShares Russell 1000 Value ETF
$5,041,898$108,673 2.2%27,2341.5%ETF
Walmart Inc. stock logo
WMT
Walmart
$4,967,435$9,035 -0.2%54,9801.5%Retail/Wholesale
United Parcel Service, Inc. stock logo
UPS
United Parcel Service
$4,902,516$26,229 -0.5%38,8781.5%Transportation
Equity Residential stock logo
EQR
Equity Residential
$4,821,601$2,799 -0.1%67,1911.5%Finance
AvalonBay Communities, Inc. stock logo
AVB
AvalonBay Communities
$4,809,888$9,899 -0.2%21,8661.5%Finance
NIKE, Inc. stock logo
NKE
NIKE
$4,591,586$4,591,586 New Holding60,6791.4%Consumer Discretionary
Capital Group International Focus Equity ETF stock logo
CGXU
Capital Group International Focus Equity ETF
$4,217,140$157,567 -3.6%170,9421.3%ETF
Alphabet Inc. stock logo
GOOGL
Alphabet
$3,974,1650.0%20,9941.2%Computer and Technology
American Tower Co. stock logo
AMT
American Tower
$3,948,520$14,673 -0.4%21,5281.2%Finance
The Coca-Cola Company stock logo
KO
Coca-Cola
$3,773,7660.0%60,6131.1%Consumer Staples
CAVA Group, Inc. stock logo
CAVA
CAVA Group
$3,707,9620.0%32,8721.1%Retail/Wholesale
Starwood Property Trust, Inc. stock logo
STWD
Starwood Property Trust
$3,602,205$192,380 -5.1%190,0901.1%Finance
Visa Inc. stock logo
V
Visa
$3,343,7190.0%10,5801.0%Business Services
Phillips 66 stock logo
PSX
Phillips 66
$3,175,799$11,393 -0.4%27,8751.0%Energy
VICI Properties Inc. stock logo
VICI
VICI Properties
$3,006,719$104,659 -3.4%102,9350.9%Finance
Enbridge Inc. stock logo
ENB
Enbridge
$2,909,213$32,077 -1.1%68,5650.9%Energy
NVIDIA Co. stock logo
NVDA
NVIDIA
$2,606,213$4,566 0.2%19,4070.8%Computer and Technology
Airbnb, Inc. stock logo
ABNB
Airbnb
$2,569,0660.0%19,5500.8%Consumer Discretionary
Rio Tinto Group stock logo
RIO
Rio Tinto Group
$2,421,561$1,572,286 -39.4%41,1760.7%Basic Materials
Micron Technology, Inc. stock logo
MU
Micron Technology
$2,356,0600.0%27,9950.7%Computer and Technology
Schlumberger Limited stock logo
SLB
Schlumberger
$2,300,746$2,300,746 New Holding60,0090.7%Energy
Aflac Incorporated stock logo
AFL
Aflac
$2,057,0080.0%19,8860.6%Finance
MGM Resorts International stock logo
MGM
MGM Resorts International
$2,007,468$4,802,352 -70.5%57,9360.6%Consumer Discretionary
Salesforce, Inc. stock logo
CRM
Salesforce
$1,955,8310.0%5,8500.6%Computer and Technology
Vanguard Industrials ETF stock logo
VIS
Vanguard Industrials ETF
$1,912,568$2,290 0.1%7,5180.6%ETF
LABCORP HOLDINGS INC
$1,834,5600.0%8,0000.6%COM SHS
Stanley Black & Decker, Inc. stock logo
SWK
Stanley Black & Decker
$1,771,060$168,531 -8.7%22,0580.5%Industrials
Stryker Co. stock logo
SYK
Stryker
$1,591,4210.0%4,4200.5%Medical
Netflix, Inc. stock logo
NFLX
Netflix
$1,479,5920.0%1,6600.4%Consumer Discretionary
iShares Russell 1000 Growth ETF stock logo
IWF
iShares Russell 1000 Growth ETF
$1,343,565$75,089 5.9%3,3460.4%ETF
The Home Depot, Inc. stock logo
HD
Home Depot
$1,243,747$6,614 0.5%3,1970.4%Retail/Wholesale
Quest Diagnostics Incorporated stock logo
DGX
Quest Diagnostics
$1,232,2250.0%8,1680.4%Medical
Carnival Co. & plc stock logo
CCL
Carnival Co. &
$1,228,955$746,354 -37.8%49,3160.4%Consumer Discretionary
Honeywell International Inc. stock logo
HON
Honeywell International
$1,159,0420.0%5,1310.3%Multi-Sector Conglomerates
iShares U.S. Technology ETF stock logo
IYW
iShares U.S. Technology ETF
$1,129,1400.0%9,8340.3%Manufacturing
BHP Group Limited stock logo
BHP
BHP Group
$1,109,565$1,109,565 New Holding22,7230.3%Basic Materials
Capital Group Dividend Value ETF stock logo
CGDV
Capital Group Dividend Value ETF
$1,017,937$131,557 14.8%28,8690.3%ETF
Johnson & Johnson stock logo
JNJ
Johnson & Johnson
$1,016,422$1,446 0.1%7,0280.3%Medical
Norwegian Cruise Line Holdings Ltd. stock logo
NCLH
Norwegian Cruise Line
$986,2830.0%38,3320.3%Consumer Discretionary
Blackstone Inc. stock logo
BX
Blackstone
$981,9320.0%5,6950.3%Finance
AstraZeneca PLC stock logo
AZN
AstraZeneca
$848,9430.0%12,9570.3%Medical
The Goldman Sachs Group, Inc. stock logo
GS
The Goldman Sachs Group
$772,794$1,145 0.1%1,3500.2%Finance
The Sherwin-Williams Company stock logo
SHW
Sherwin-Williams
$764,8430.0%2,2500.2%Basic Materials
iShares MSCI India ETF stock logo
INDA
iShares MSCI India ETF
$707,482$790 0.1%13,4400.2%ETF
Exxon Mobil Co. stock logo
XOM
Exxon Mobil
$691,9980.0%6,4330.2%Energy
Electronic Arts Inc. stock logo
EA
Electronic Arts
$659,0820.0%4,5050.2%Consumer Discretionary
SPDR S&P 500 ETF Trust stock logo
SPY
SPDR S&P 500 ETF Trust
$657,761$586 -0.1%1,1220.2%Finance
Koninklijke Philips stock logo
PHG
Koninklijke Philips
$600,4640.0%23,7150.2%Medical
MicroStrategy Incorporated stock logo
MSTR
MicroStrategy
$552,595$35,334 -6.0%1,9080.2%Computer and Technology
JPMorgan Chase & Co. stock logo
JPM
JPMorgan Chase & Co.
$496,4400.0%2,0710.1%Finance
GRAYSCALE BITCOIN TRUST ETF
$471,7300.0%6,3730.1%SHS REP COM UT
PepsiCo, Inc. stock logo
PEP
PepsiCo
$463,7830.0%3,0500.1%Consumer Staples
Vanguard FTSE Emerging Markets ETF stock logo
VWO
Vanguard FTSE Emerging Markets ETF
$457,869$2,863 0.6%10,3970.1%ETF
Moelis & Company stock logo
MC
Moelis & Company
$441,8030.0%5,9800.1%Finance
Meta Platforms, Inc. stock logo
META
Meta Platforms
$420,982$2,342 -0.6%7190.1%Computer and Technology
Schwab US Large-Cap ETF stock logo
SCHX
Schwab US Large-Cap ETF
$400,773$267,097 199.8%17,2900.1%ETF
DraftKings Inc. stock logo
DKNG
DraftKings
$386,0620.0%10,3780.1%Consumer Discretionary
Edison International stock logo
EIX
Edison International
$380,1190.0%4,7610.1%Utilities
Financial Select Sector SPDR Fund stock logo
XLF
Financial Select Sector SPDR Fund
$373,930$725 -0.2%7,7370.1%ETF
ACV Auctions Inc. stock logo
ACVA
ACV Auctions
$346,918$346,918 New Holding16,0610.1%Retail/Wholesale
Bank of America Co. stock logo
BAC
Bank of America
$333,9330.0%7,5980.1%Finance
iShares Core S&P 500 ETF stock logo
IVV
iShares Core S&P 500 ETF
$307,2910.0%5220.1%ETF
LITHIUM AMERICAS ARGENTINA C
$285,6720.0%109,0350.1%COM SHS
Vanguard Information Technology ETF stock logo
VGT
Vanguard Information Technology ETF
$270,205$3,727 -1.4%4350.1%ETF
Vanguard Short-Term Corporate Bond ETF stock logo
VCSH
Vanguard Short-Term Corporate Bond ETF
$262,1140.0%3,3600.1%ETF
iShares S&P Mid-Cap 400 Growth ETF stock logo
IJK
iShares S&P Mid-Cap 400 Growth ETF
$260,5150.0%2,8650.1%ETF
ISHARES BITCOIN TRUST ETF
$256,497$256,497 New Holding4,8350.1%SHS BEN INT
Danaher Co. stock logo
DHR
Danaher
$244,4710.0%1,0650.1%Medical
Oracle Co. stock logo
ORCL
Oracle
$243,646$500 0.2%1,4620.1%Computer and Technology
PALANTIR TECHNOLOGIES INC
$224,924$224,924 New Holding2,9740.1%CL A
Abbott Laboratories stock logo
ABT
Abbott Laboratories
$217,7370.0%1,9250.1%Medical
RH stock logo
RH
RH
$216,475$216,475 New Holding5500.1%Consumer Staples
VALE S A
$135,711$135,711 New Holding15,3000.0%SPONSORED ADS
Service Properties Trust stock logo
SVC
Service Properties Trust
$0$47,288 -100.0%00.0%Finance

Showing largest 100 holdings. View all holdings.
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