Filed: 11/13/2023ACC: 0001962933-23-000012
📋 What this filing means
RIVERVIEW CAPITAL ADVISERS, LLC filed this quarterly 13F‑HR report disclosing 79 equity positions with a total reported market value of $225.81M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
79
Positions
$225.81M
Total AUM (reported)
2.69M
Total Shares
Allocation by class
COM$124.71M55.2%
CL B NEW$14.77M6.5%
S&P500 EQL WGT$14.51M6.4%
MID CAP ETF$10.55M4.7%
SHS CREATION UNI$6.27M2.8%
CL B$6.20M2.7%
SMALL CP ETF$5.96M2.6%
Portfolio Concentration
Top 3$47.47M21.0%
4–10$59.58M26.4%
11–25$61.44M27.2%
Rest$57.33M25.4%
Top 3 weight
21.0%
Top 10 weight
47.4%
Voting Authority Distribution
Total shares with voting rights: 2.69M
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
2.69M
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole79
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings79
Rows:
APPLE INC
SOLEShares106.21K
TypeSH
Market value$18.18M
8.05%
Sole
0.00
Shared
0.00
None
106.21K
BERKSHIRE HATHAWAY INC DEL
SOLEShares42.17K
TypeSH
Market value$14.77M
6.54%
Sole
0.00
Shared
0.00
None
42.17K
INVESCO EXCHANGE TRADED FD T
SOLEShares102.41K
TypeSH
Market value$14.51M
6.43%
Sole
0.00
Shared
0.00
None
102.41K
AMAZON COM INC
SOLEShares103.60K
TypeSH
Market value$13.17M
5.83%
Sole
0.00
Shared
0.00
None
103.60K
VANGUARD INDEX FDS
SOLEShares50.65K
TypeSH
Market value$10.55M
4.67%
Sole
0.00
Shared
0.00
None
50.65K
SIMON PPTY GROUP INC NEW
SOLEShares92.61K
TypeSH
Market value$10.01M
4.43%
Sole
0.00
Shared
0.00
None
92.61K
MICROSOFT CORP
SOLEShares23.52K
TypeSH
Market value$7.43M
3.29%
Sole
0.00
Shared
0.00
None
23.52K
CAPITAL GROUP INTL FOCUS EQT
SOLEShares288.36K
TypeSH
Market value$6.27M
2.78%
Sole
0.00
Shared
0.00
None
288.36K
UNITED PARCEL SERVICE INC
SOLEShares39.77K
TypeSH
Market value$6.20M
2.75%
Sole
0.00
Shared
0.00
None
39.77K
VANGUARD INDEX FDS
SOLEShares31.51K
TypeSH
Market value$5.96M
2.64%
Sole
0.00
Shared
0.00
None
31.51K
BANK AMERICA CORP
SOLEShares217.25K
TypeSH
Market value$5.95M
2.63%
Sole
0.00
Shared
0.00
None
217.25K
CARRIER GLOBAL CORPORATION
SOLEShares103.08K
TypeSH
Market value$5.69M
2.52%
Sole
0.00
Shared
0.00
None
103.08K
VANGUARD INDEX FDS
SOLEShares19.46K
TypeSH
Market value$5.30M
2.35%
Sole
0.00
Shared
0.00
None
19.46K
ADOBE INC
SOLEShares9.71K
TypeSH
Market value$4.95M
2.19%
Sole
0.00
Shared
0.00
None
9.71K
BOSTON PROPERTIES INC
SOLEShares79.06K
TypeSH
Market value$4.70M
2.08%
Sole
0.00
Shared
0.00
None
79.06K
VANGUARD SPECIALIZED FUNDS
SOLEShares26.16K
TypeSH
Market value$4.06M
1.80%
Sole
0.00
Shared
0.00
None
26.16K
ISHARES TR
SOLEShares26.43K
TypeSH
Market value$4.01M
1.78%
Sole
0.00
Shared
0.00
None
26.43K
PHILLIPS 66
SOLEShares28.94K
TypeSH
Market value$3.48M
1.54%
Sole
0.00
Shared
0.00
None
28.94K
AMERICAN TOWER CORP NEW
SOLEShares21.13K
TypeSH
Market value$3.48M
1.54%
Sole
0.00
Shared
0.00
None
21.13K
ANHEUSER BUSCH INBEV SA/NV
SOLEShares62.65K
TypeSH
Market value$3.46M
1.53%
Sole
0.00
Shared
0.00
None
62.65K
COCA COLA CO
SOLEShares61.64K
TypeSH
Market value$3.45M
1.53%
Sole
0.00
Shared
0.00
None
61.64K
VANGUARD INDEX FDS
SOLEShares16.01K
TypeSH
Market value$3.40M
1.51%
Sole
0.00
Shared
0.00
None
16.01K
CAPITAL ONE FINL CORP
SOLEShares19.64K
TypeSH
Market value$3.31M
1.47%
Sole
0.00
Shared
0.00
None
19.64K
BOEING CO
SOLEShares16.57K
TypeSH
Market value$3.18M
1.41%
Sole
0.00
Shared
0.00
None
16.57K
WALMART INC
SOLEShares18.84K
TypeSH
Market value$3.01M
1.33%
Sole
0.00
Shared
0.00
None
18.84K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
APPLE INCSOLE | COM | 106.21K | SH | $18.18M 8.05% | 0.00 | 0.00 | 106.21K |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 42.17K | SH | $14.77M 6.54% | 0.00 | 0.00 | 42.17K |
INVESCO EXCHANGE TRADED FD TSOLE | S&P500 EQL WGT | 102.41K | SH | $14.51M 6.43% | 0.00 | 0.00 | 102.41K |
AMAZON COM INCSOLE | COM | 103.60K | SH | $13.17M 5.83% | 0.00 | 0.00 | 103.60K |
VANGUARD INDEX FDSSOLE | MID CAP ETF | 50.65K | SH | $10.55M 4.67% | 0.00 | 0.00 | 50.65K |
SIMON PPTY GROUP INC NEWSOLE | COM | 92.61K | SH | $10.01M 4.43% | 0.00 | 0.00 | 92.61K |
MICROSOFT CORPSOLE | COM | 23.52K | SH | $7.43M 3.29% | 0.00 | 0.00 | 23.52K |
CAPITAL GROUP INTL FOCUS EQTSOLE | SHS CREATION UNI | 288.36K | SH | $6.27M 2.78% | 0.00 | 0.00 | 288.36K |
UNITED PARCEL SERVICE INCSOLE | CL B | 39.77K | SH | $6.20M 2.75% | 0.00 | 0.00 | 39.77K |
VANGUARD INDEX FDSSOLE | SMALL CP ETF | 31.51K | SH | $5.96M 2.64% | 0.00 | 0.00 | 31.51K |
BANK AMERICA CORPSOLE | COM | 217.25K | SH | $5.95M 2.63% | 0.00 | 0.00 | 217.25K |
CARRIER GLOBAL CORPORATIONSOLE | COM | 103.08K | SH | $5.69M 2.52% | 0.00 | 0.00 | 103.08K |
VANGUARD INDEX FDSSOLE | GROWTH ETF | 19.46K | SH | $5.30M 2.35% | 0.00 | 0.00 | 19.46K |
ADOBE INCSOLE | COM | 9.71K | SH | $4.95M 2.19% | 0.00 | 0.00 | 9.71K |
BOSTON PROPERTIES INCSOLE | COM | 79.06K | SH | $4.70M 2.08% | 0.00 | 0.00 | 79.06K |
VANGUARD SPECIALIZED FUNDSSOLE | DIV APP ETF | 26.16K | SH | $4.06M 1.80% | 0.00 | 0.00 | 26.16K |
ISHARES TRSOLE | RUS 1000 VAL ETF | 26.43K | SH | $4.01M 1.78% | 0.00 | 0.00 | 26.43K |
PHILLIPS 66SOLE | COM | 28.94K | SH | $3.48M 1.54% | 0.00 | 0.00 | 28.94K |
AMERICAN TOWER CORP NEWSOLE | COM | 21.13K | SH | $3.48M 1.54% | 0.00 | 0.00 | 21.13K |
ANHEUSER BUSCH INBEV SA/NVSOLE | SPONSORED ADR | 62.65K | SH | $3.46M 1.53% | 0.00 | 0.00 | 62.65K |
COCA COLA COSOLE | COM | 61.64K | SH | $3.45M 1.53% | 0.00 | 0.00 | 61.64K |
VANGUARD INDEX FDSSOLE | TOTAL STK MKT | 16.01K | SH | $3.40M 1.51% | 0.00 | 0.00 | 16.01K |
CAPITAL ONE FINL CORPSOLE | COM | 19.64K | SH | $3.31M 1.47% | 0.00 | 0.00 | 19.64K |
BOEING COSOLE | COM | 16.57K | SH | $3.18M 1.41% | 0.00 | 0.00 | 16.57K |
WALMART INCSOLE | COM | 18.84K | SH | $3.01M 1.33% | 0.00 | 0.00 | 18.84K |
Page 1 of 4