Filed: 2/7/2023ACC: 0001962933-23-000005
📋 What this filing means
RIVERVIEW CAPITAL ADVISERS, LLC filed this quarterly 13F‑HR report disclosing 81 equity positions with a total reported market value of $180.80M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
81
Positions
$180.80M
Total AUM (reported)
2.67M
Total Shares
Allocation by class
COM$96.47M53.4%
CL B NEW$11.73M6.5%
MID CAP ETF$9.69M5.4%
S&P500 EQL WGT$7.37M4.1%
CL B$7.34M4.1%
SHS CREATION UNI$6.11M3.4%
SMALL CP ETF$4.56M2.5%
Portfolio Concentration
Top 3$38.30M21.2%
4–10$47.25M26.1%
11–25$46.47M25.7%
Rest$48.79M27.0%
Top 3 weight
21.2%
Top 10 weight
47.3%
Voting Authority Distribution
Total shares with voting rights: 2.67M
Sole
Full voting authority
0.00
shares
% of voting shares0.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
2.67M
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole81
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings81
Rows:
APPLE INC
SOLEShares106.75K
TypeSH
Market value$14.60M
8.07%
Sole
0.00
Shared
0.00
None
106.75K
VERIZON COMMUNICATIONS INC
SOLEShares235.86K
TypeSH
Market value$11.97M
6.62%
Sole
0.00
Shared
0.00
None
235.86K
BERKSHIRE HATHAWAY INC DEL
SOLEShares42.97K
TypeSH
Market value$11.73M
6.49%
Sole
0.00
Shared
0.00
None
42.97K
VANGUARD INDEX FDS
SOLEShares49.21K
TypeSH
Market value$9.69M
5.36%
Sole
0.00
Shared
0.00
None
49.21K
INVESCO EXCHANGE TRADED FD T
SOLEShares54.88K
TypeSH
Market value$7.37M
4.07%
Sole
0.00
Shared
0.00
None
54.88K
UNITED PARCEL SERVICE INC
SOLEShares40.23K
TypeSH
Market value$7.34M
4.06%
Sole
0.00
Shared
0.00
None
40.23K
AMAZON COM INC
SOLEShares60.98K
TypeSH
Market value$6.48M
3.58%
Sole
0.00
Shared
0.00
None
60.98K
CAPITAL GROUP INTL FOCUS EQT
SOLEShares295.88K
TypeSH
Market value$6.11M
3.38%
Sole
0.00
Shared
0.00
None
295.88K
AT&T INC
SOLEShares246.84K
TypeSH
Market value$5.17M
2.86%
Sole
0.00
Shared
0.00
None
246.84K
TJX COS INC NEW
SOLEShares90.97K
TypeSH
Market value$5.08M
2.81%
Sole
0.00
Shared
0.00
None
90.97K
VANGUARD INDEX FDS
SOLEShares25.89K
TypeSH
Market value$4.56M
2.52%
Sole
0.00
Shared
0.00
None
25.89K
VANGUARD INDEX FDS
SOLEShares18.69K
TypeSH
Market value$4.17M
2.30%
Sole
0.00
Shared
0.00
None
18.69K
VANGUARD SPECIALIZED FUNDS
SOLEShares27.22K
TypeSH
Market value$3.90M
2.16%
Sole
0.00
Shared
0.00
None
27.22K
COCA COLA CO
SOLEShares61.20K
TypeSH
Market value$3.85M
2.13%
Sole
0.00
Shared
0.00
None
61.20K
ISHARES TR
SOLEShares25.12K
TypeSH
Market value$3.64M
2.01%
Sole
0.00
Shared
0.00
None
25.12K
BOEING CO
SOLEShares22.22K
TypeSH
Market value$3.04M
1.68%
Sole
0.00
Shared
0.00
None
22.22K
MICROSOFT CORP
SOLEShares11.78K
TypeSH
Market value$3.02M
1.67%
Sole
0.00
Shared
0.00
None
11.78K
WALMART INC
SOLEShares24.20K
TypeSH
Market value$2.94M
1.63%
Sole
0.00
Shared
0.00
None
24.20K
BP PLC
SOLEShares99.40K
TypeSH
Market value$2.82M
1.56%
Sole
0.00
Shared
0.00
None
99.40K
QUALCOMM INC
SOLEShares21.90K
TypeSH
Market value$2.80M
1.55%
Sole
0.00
Shared
0.00
None
21.90K
DISNEY WALT CO
SOLEShares28.25K
TypeSH
Market value$2.67M
1.48%
Sole
0.00
Shared
0.00
None
28.25K
PHILLIPS 66
SOLEShares29.53K
TypeSH
Market value$2.42M
1.34%
Sole
0.00
Shared
0.00
None
29.53K
ALPHABET INC
SOLEShares1.03K
TypeSH
Market value$2.26M
1.25%
Sole
0.00
Shared
0.00
None
1.03K
LITHIUM AMERS CORP NEW
SOLEShares110.34K
TypeSH
Market value$2.22M
1.23%
Sole
0.00
Shared
0.00
None
110.34K
SALESFORCE INC
SOLEShares13.07K
TypeSH
Market value$2.16M
1.19%
Sole
0.00
Shared
0.00
None
13.07K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
APPLE INCSOLE | COM | 106.75K | SH | $14.60M 8.07% | 0.00 | 0.00 | 106.75K |
VERIZON COMMUNICATIONS INCSOLE | COM | 235.86K | SH | $11.97M 6.62% | 0.00 | 0.00 | 235.86K |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 42.97K | SH | $11.73M 6.49% | 0.00 | 0.00 | 42.97K |
VANGUARD INDEX FDSSOLE | MID CAP ETF | 49.21K | SH | $9.69M 5.36% | 0.00 | 0.00 | 49.21K |
INVESCO EXCHANGE TRADED FD TSOLE | S&P500 EQL WGT | 54.88K | SH | $7.37M 4.07% | 0.00 | 0.00 | 54.88K |
UNITED PARCEL SERVICE INCSOLE | CL B | 40.23K | SH | $7.34M 4.06% | 0.00 | 0.00 | 40.23K |
AMAZON COM INCSOLE | COM | 60.98K | SH | $6.48M 3.58% | 0.00 | 0.00 | 60.98K |
CAPITAL GROUP INTL FOCUS EQTSOLE | SHS CREATION UNI | 295.88K | SH | $6.11M 3.38% | 0.00 | 0.00 | 295.88K |
AT&T INCSOLE | COM | 246.84K | SH | $5.17M 2.86% | 0.00 | 0.00 | 246.84K |
TJX COS INC NEWSOLE | COM | 90.97K | SH | $5.08M 2.81% | 0.00 | 0.00 | 90.97K |
VANGUARD INDEX FDSSOLE | SMALL CP ETF | 25.89K | SH | $4.56M 2.52% | 0.00 | 0.00 | 25.89K |
VANGUARD INDEX FDSSOLE | GROWTH ETF | 18.69K | SH | $4.17M 2.30% | 0.00 | 0.00 | 18.69K |
VANGUARD SPECIALIZED FUNDSSOLE | DIV APP ETF | 27.22K | SH | $3.90M 2.16% | 0.00 | 0.00 | 27.22K |
COCA COLA COSOLE | COM | 61.20K | SH | $3.85M 2.13% | 0.00 | 0.00 | 61.20K |
ISHARES TRSOLE | RUS 1000 VAL ETF | 25.12K | SH | $3.64M 2.01% | 0.00 | 0.00 | 25.12K |
BOEING COSOLE | COM | 22.22K | SH | $3.04M 1.68% | 0.00 | 0.00 | 22.22K |
MICROSOFT CORPSOLE | COM | 11.78K | SH | $3.02M 1.67% | 0.00 | 0.00 | 11.78K |
WALMART INCSOLE | COM | 24.20K | SH | $2.94M 1.63% | 0.00 | 0.00 | 24.20K |
BP PLCSOLE | SPONSORED ADR | 99.40K | SH | $2.82M 1.56% | 0.00 | 0.00 | 99.40K |
QUALCOMM INCSOLE | COM | 21.90K | SH | $2.80M 1.55% | 0.00 | 0.00 | 21.90K |
DISNEY WALT COSOLE | COM | 28.25K | SH | $2.67M 1.48% | 0.00 | 0.00 | 28.25K |
PHILLIPS 66SOLE | COM | 29.53K | SH | $2.42M 1.34% | 0.00 | 0.00 | 29.53K |
ALPHABET INCSOLE | CAP STK CL A | 1.03K | SH | $2.26M 1.25% | 0.00 | 0.00 | 1.03K |
LITHIUM AMERS CORP NEWSOLE | COM NEW | 110.34K | SH | $2.22M 1.23% | 0.00 | 0.00 | 110.34K |
SALESFORCE INCSOLE | COM | 13.07K | SH | $2.16M 1.19% | 0.00 | 0.00 | 13.07K |
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