Filed: 2/8/2023ACC: 0001962933-23-000006
📋 What this filing means
RIVERVIEW CAPITAL ADVISERS, LLC filed this quarterly 13F‑HR report disclosing 73 equity positions with a total reported market value of $159.40M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
73
Positions
$159.40M
Total AUM (reported)
2.12M
Total Shares
Allocation by class
COM$77.65M48.7%
CL B NEW$11.50M7.2%
MID CAP ETF$9.35M5.9%
S&P500 EQL WGT$7.12M4.5%
CL B$6.50M4.1%
SHS CREATION UNI$5.53M3.5%
COM NEW$4.53M2.8%
Portfolio Concentration
Top 3$35.69M22.4%
4–10$40.39M25.3%
11–25$42.70M26.8%
Rest$40.62M25.5%
Top 3 weight
22.4%
Top 10 weight
47.7%
Voting Authority Distribution
Total shares with voting rights: 2.12M
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
2.12M
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole73
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings73
Rows:
APPLE INC
SOLEShares107.32K
TypeSH
Market value$14.83M
9.30%
Sole
0.00
Shared
0.00
None
107.32K
BERKSHIRE HATHAWAY INC DEL
SOLEShares43.09K
TypeSH
Market value$11.50M
7.22%
Sole
0.00
Shared
0.00
None
43.09K
VANGUARD INDEX FDS
SOLEShares49.75K
TypeSH
Market value$9.35M
5.87%
Sole
0.00
Shared
0.00
None
49.75K
INVESCO EXCHANGE TRADED FD T
SOLEShares55.93K
TypeSH
Market value$7.12M
4.47%
Sole
0.00
Shared
0.00
None
55.93K
AMAZON COM INC
SOLEShares61.48K
TypeSH
Market value$6.95M
4.36%
Sole
0.00
Shared
0.00
None
61.48K
UNITED PARCEL SERVICE INC
SOLEShares40.23K
TypeSH
Market value$6.50M
4.08%
Sole
0.00
Shared
0.00
None
40.23K
TJX COS INC NEW
SOLEShares91.24K
TypeSH
Market value$5.67M
3.56%
Sole
0.00
Shared
0.00
None
91.24K
CAPITAL GROUP INTL FOCUS EQT
SOLEShares295.64K
TypeSH
Market value$5.53M
3.47%
Sole
0.00
Shared
0.00
None
295.64K
VANGUARD INDEX FDS
SOLEShares26.50K
TypeSH
Market value$4.53M
2.84%
Sole
0.00
Shared
0.00
None
26.50K
VANGUARD INDEX FDS
SOLEShares19.16K
TypeSH
Market value$4.10M
2.57%
Sole
0.00
Shared
0.00
None
19.16K
BOEING CO
SOLEShares32.33K
TypeSH
Market value$3.91M
2.46%
Sole
0.00
Shared
0.00
None
32.33K
VANGUARD SPECIALIZED FUNDS
SOLEShares27.25K
TypeSH
Market value$3.68M
2.31%
Sole
0.00
Shared
0.00
None
27.25K
COCA COLA CO
SOLEShares61.54K
TypeSH
Market value$3.45M
2.16%
Sole
0.00
Shared
0.00
None
61.54K
ISHARES TR
SOLEShares25.12K
TypeSH
Market value$3.42M
2.14%
Sole
0.00
Shared
0.00
None
25.12K
WALMART INC
SOLEShares24.21K
TypeSH
Market value$3.14M
1.97%
Sole
0.00
Shared
0.00
None
24.21K
SIMON PPTY GROUP INC NEW
SOLEShares34.88K
TypeSH
Market value$3.13M
1.96%
Sole
0.00
Shared
0.00
None
34.88K
LITHIUM AMERS CORP NEW
SOLEShares110.34K
TypeSH
Market value$2.89M
1.82%
Sole
0.00
Shared
0.00
None
110.34K
BP PLC
SOLEShares99.43K
TypeSH
Market value$2.84M
1.78%
Sole
0.00
Shared
0.00
None
99.43K
MICROSOFT CORP
SOLEShares12.06K
TypeSH
Market value$2.81M
1.76%
Sole
0.00
Shared
0.00
None
12.06K
TESLA INC
SOLEShares9.58K
TypeSH
Market value$2.54M
1.59%
Sole
0.00
Shared
0.00
None
9.58K
QUALCOMM INC
SOLEShares21.88K
TypeSH
Market value$2.47M
1.55%
Sole
0.00
Shared
0.00
None
21.88K
PHILLIPS 66
SOLEShares29.53K
TypeSH
Market value$2.38M
1.50%
Sole
0.00
Shared
0.00
None
29.53K
KEURIG DR PEPPER INC
SOLEShares58.20K
TypeSH
Market value$2.08M
1.31%
Sole
0.00
Shared
0.00
None
58.20K
ALPHABET INC
SOLEShares20.70K
TypeSH
Market value$1.98M
1.24%
Sole
0.00
Shared
0.00
None
20.70K
TARGET CORP
SOLEShares13.21K
TypeSH
Market value$1.96M
1.23%
Sole
0.00
Shared
0.00
None
13.21K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
APPLE INCSOLE | COM | 107.32K | SH | $14.83M 9.30% | 0.00 | 0.00 | 107.32K |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 43.09K | SH | $11.50M 7.22% | 0.00 | 0.00 | 43.09K |
VANGUARD INDEX FDSSOLE | MID CAP ETF | 49.75K | SH | $9.35M 5.87% | 0.00 | 0.00 | 49.75K |
INVESCO EXCHANGE TRADED FD TSOLE | S&P500 EQL WGT | 55.93K | SH | $7.12M 4.47% | 0.00 | 0.00 | 55.93K |
AMAZON COM INCSOLE | COM | 61.48K | SH | $6.95M 4.36% | 0.00 | 0.00 | 61.48K |
UNITED PARCEL SERVICE INCSOLE | CL B | 40.23K | SH | $6.50M 4.08% | 0.00 | 0.00 | 40.23K |
TJX COS INC NEWSOLE | COM | 91.24K | SH | $5.67M 3.56% | 0.00 | 0.00 | 91.24K |
CAPITAL GROUP INTL FOCUS EQTSOLE | SHS CREATION UNI | 295.64K | SH | $5.53M 3.47% | 0.00 | 0.00 | 295.64K |
VANGUARD INDEX FDSSOLE | SMALL CP ETF | 26.50K | SH | $4.53M 2.84% | 0.00 | 0.00 | 26.50K |
VANGUARD INDEX FDSSOLE | GROWTH ETF | 19.16K | SH | $4.10M 2.57% | 0.00 | 0.00 | 19.16K |
BOEING COSOLE | COM | 32.33K | SH | $3.91M 2.46% | 0.00 | 0.00 | 32.33K |
VANGUARD SPECIALIZED FUNDSSOLE | DIV APP ETF | 27.25K | SH | $3.68M 2.31% | 0.00 | 0.00 | 27.25K |
COCA COLA COSOLE | COM | 61.54K | SH | $3.45M 2.16% | 0.00 | 0.00 | 61.54K |
ISHARES TRSOLE | RUS 1000 VAL ETF | 25.12K | SH | $3.42M 2.14% | 0.00 | 0.00 | 25.12K |
WALMART INCSOLE | COM | 24.21K | SH | $3.14M 1.97% | 0.00 | 0.00 | 24.21K |
SIMON PPTY GROUP INC NEWSOLE | COM | 34.88K | SH | $3.13M 1.96% | 0.00 | 0.00 | 34.88K |
LITHIUM AMERS CORP NEWSOLE | COM NEW | 110.34K | SH | $2.89M 1.82% | 0.00 | 0.00 | 110.34K |
BP PLCSOLE | SPONSORED ADR | 99.43K | SH | $2.84M 1.78% | 0.00 | 0.00 | 99.43K |
MICROSOFT CORPSOLE | COM | 12.06K | SH | $2.81M 1.76% | 0.00 | 0.00 | 12.06K |
TESLA INCSOLE | COM | 9.58K | SH | $2.54M 1.59% | 0.00 | 0.00 | 9.58K |
QUALCOMM INCSOLE | COM | 21.88K | SH | $2.47M 1.55% | 0.00 | 0.00 | 21.88K |
PHILLIPS 66SOLE | COM | 29.53K | SH | $2.38M 1.50% | 0.00 | 0.00 | 29.53K |
KEURIG DR PEPPER INCSOLE | COM | 58.20K | SH | $2.08M 1.31% | 0.00 | 0.00 | 58.20K |
ALPHABET INCSOLE | CAP STK CL A | 20.70K | SH | $1.98M 1.24% | 0.00 | 0.00 | 20.70K |
TARGET CORPSOLE | COM | 13.21K | SH | $1.96M 1.23% | 0.00 | 0.00 | 13.21K |
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