Filed: 8/12/2024ACC: 0001962933-24-000005
📋 What this filing means
RIVERVIEW CAPITAL ADVISERS, LLC filed this quarterly 13F‑HR report disclosing 83 equity positions with a total reported market value of $296.76M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
83
Positions
$296.76M
Total AUM (reported)
3.17M
Total Shares
Allocation by class
COM$162.54M54.8%
SMALL CP ETF$20.91M7.0%
CL B NEW$16.97M5.7%
S&P500 EQL WGT$15.61M5.3%
MID CAP ETF$14.63M4.9%
COM CL A$10.69M3.6%
GROWTH ETF$7.60M2.6%
Portfolio Concentration
Top 3$61.66M20.8%
4–10$84.89M28.6%
11–25$79.62M26.8%
Rest$70.58M23.8%
Top 3 weight
20.8%
Top 10 weight
49.4%
Voting Authority Distribution
Total shares with voting rights: 3.17M
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
3.17M
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole83
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings83
Rows:
APPLE INC
SOLEShares101.63K
TypeSH
Market value$21.41M
7.21%
Sole
0.00
Shared
0.00
None
101.63K
VANGUARD INDEX FDS
SOLEShares95.92K
TypeSH
Market value$20.91M
7.05%
Sole
0.00
Shared
0.00
None
95.92K
AMAZON COM INC
SOLEShares100.09K
TypeSH
Market value$19.34M
6.52%
Sole
0.00
Shared
0.00
None
100.09K
BERKSHIRE HATHAWAY INC DEL
SOLEShares41.71K
TypeSH
Market value$16.97M
5.72%
Sole
0.00
Shared
0.00
None
41.71K
INVESCO EXCHANGE TRADED FD T
SOLEShares95.03K
TypeSH
Market value$15.61M
5.26%
Sole
0.00
Shared
0.00
None
95.03K
VANGUARD INDEX FDS
SOLEShares60.44K
TypeSH
Market value$14.63M
4.93%
Sole
0.00
Shared
0.00
None
60.44K
MICROSOFT CORP
SOLEShares23.49K
TypeSH
Market value$10.50M
3.54%
Sole
0.00
Shared
0.00
None
23.49K
MGM RESORTS INTERNATIONAL
SOLEShares208.25K
TypeSH
Market value$9.25M
3.12%
Sole
0.00
Shared
0.00
None
208.25K
BOSTON PROPERTIES INC
SOLEShares148.92K
TypeSH
Market value$9.17M
3.09%
Sole
0.00
Shared
0.00
None
148.92K
SIMON PPTY GROUP INC NEW
SOLEShares57.67K
TypeSH
Market value$8.75M
2.95%
Sole
0.00
Shared
0.00
None
57.67K
BOEING CO
SOLEShares42.97K
TypeSH
Market value$7.82M
2.64%
Sole
0.00
Shared
0.00
None
42.97K
VANGUARD INDEX FDS
SOLEShares20.33K
TypeSH
Market value$7.60M
2.56%
Sole
0.00
Shared
0.00
None
20.33K
DRAFTKINGS INC NEW
SOLEShares175.74K
TypeSH
Market value$6.71M
2.26%
Sole
0.00
Shared
0.00
None
175.74K
CARRIER GLOBAL CORPORATION
SOLEShares103.23K
TypeSH
Market value$6.51M
2.19%
Sole
0.00
Shared
0.00
None
103.23K
UNITED PARCEL SERVICE INC
SOLEShares38.79K
TypeSH
Market value$5.31M
1.79%
Sole
0.00
Shared
0.00
None
38.79K
VANGUARD SPECIALIZED FUNDS
SOLEShares27.25K
TypeSH
Market value$4.97M
1.68%
Sole
0.00
Shared
0.00
None
27.25K
EVERSOURCE ENERGY
SOLEShares87.53K
TypeSH
Market value$4.96M
1.67%
Sole
0.00
Shared
0.00
None
87.53K
KINDER MORGAN INC DEL
SOLEShares237.77K
TypeSH
Market value$4.72M
1.59%
Sole
0.00
Shared
0.00
None
237.77K
VANGUARD INDEX FDS
SOLEShares17.40K
TypeSH
Market value$4.65M
1.57%
Sole
0.00
Shared
0.00
None
17.40K
ISHARES TR
SOLEShares26.58K
TypeSH
Market value$4.64M
1.56%
Sole
0.00
Shared
0.00
None
26.58K
CAPITAL GROUP INTL FOCUS EQT
SOLEShares178.07K
TypeSH
Market value$4.58M
1.54%
Sole
0.00
Shared
0.00
None
178.07K
AVALONBAY CMNTYS INC
SOLEShares21.75K
TypeSH
Market value$4.50M
1.52%
Sole
0.00
Shared
0.00
None
21.75K
EQUITY RESIDENTIAL
SOLEShares64.28K
TypeSH
Market value$4.46M
1.50%
Sole
0.00
Shared
0.00
None
64.28K
AMERICAN TOWER CORP NEW
SOLEShares21.61K
TypeSH
Market value$4.20M
1.42%
Sole
0.00
Shared
0.00
None
21.61K
CAVA GROUP INC
SOLEShares42.87K
TypeSH
Market value$3.98M
1.34%
Sole
0.00
Shared
0.00
None
42.87K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
APPLE INCSOLE | COM | 101.63K | SH | $21.41M 7.21% | 0.00 | 0.00 | 101.63K |
VANGUARD INDEX FDSSOLE | SMALL CP ETF | 95.92K | SH | $20.91M 7.05% | 0.00 | 0.00 | 95.92K |
AMAZON COM INCSOLE | COM | 100.09K | SH | $19.34M 6.52% | 0.00 | 0.00 | 100.09K |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 41.71K | SH | $16.97M 5.72% | 0.00 | 0.00 | 41.71K |
INVESCO EXCHANGE TRADED FD TSOLE | S&P500 EQL WGT | 95.03K | SH | $15.61M 5.26% | 0.00 | 0.00 | 95.03K |
VANGUARD INDEX FDSSOLE | MID CAP ETF | 60.44K | SH | $14.63M 4.93% | 0.00 | 0.00 | 60.44K |
MICROSOFT CORPSOLE | COM | 23.49K | SH | $10.50M 3.54% | 0.00 | 0.00 | 23.49K |
MGM RESORTS INTERNATIONALSOLE | COM | 208.25K | SH | $9.25M 3.12% | 0.00 | 0.00 | 208.25K |
BOSTON PROPERTIES INCSOLE | COM | 148.92K | SH | $9.17M 3.09% | 0.00 | 0.00 | 148.92K |
SIMON PPTY GROUP INC NEWSOLE | COM | 57.67K | SH | $8.75M 2.95% | 0.00 | 0.00 | 57.67K |
BOEING COSOLE | COM | 42.97K | SH | $7.82M 2.64% | 0.00 | 0.00 | 42.97K |
VANGUARD INDEX FDSSOLE | GROWTH ETF | 20.33K | SH | $7.60M 2.56% | 0.00 | 0.00 | 20.33K |
DRAFTKINGS INC NEWSOLE | COM CL A | 175.74K | SH | $6.71M 2.26% | 0.00 | 0.00 | 175.74K |
CARRIER GLOBAL CORPORATIONSOLE | COM | 103.23K | SH | $6.51M 2.19% | 0.00 | 0.00 | 103.23K |
UNITED PARCEL SERVICE INCSOLE | CL B | 38.79K | SH | $5.31M 1.79% | 0.00 | 0.00 | 38.79K |
VANGUARD SPECIALIZED FUNDSSOLE | DIV APP ETF | 27.25K | SH | $4.97M 1.68% | 0.00 | 0.00 | 27.25K |
EVERSOURCE ENERGYSOLE | COM | 87.53K | SH | $4.96M 1.67% | 0.00 | 0.00 | 87.53K |
KINDER MORGAN INC DELSOLE | COM | 237.77K | SH | $4.72M 1.59% | 0.00 | 0.00 | 237.77K |
VANGUARD INDEX FDSSOLE | TOTAL STK MKT | 17.40K | SH | $4.65M 1.57% | 0.00 | 0.00 | 17.40K |
ISHARES TRSOLE | RUS 1000 VAL ETF | 26.58K | SH | $4.64M 1.56% | 0.00 | 0.00 | 26.58K |
CAPITAL GROUP INTL FOCUS EQTSOLE | SHS CREATION UNI | 178.07K | SH | $4.58M 1.54% | 0.00 | 0.00 | 178.07K |
AVALONBAY CMNTYS INCSOLE | COM | 21.75K | SH | $4.50M 1.52% | 0.00 | 0.00 | 21.75K |
EQUITY RESIDENTIALSOLE | SH BEN INT | 64.28K | SH | $4.46M 1.50% | 0.00 | 0.00 | 64.28K |
AMERICAN TOWER CORP NEWSOLE | COM | 21.61K | SH | $4.20M 1.42% | 0.00 | 0.00 | 21.61K |
CAVA GROUP INCSOLE | COM | 42.87K | SH | $3.98M 1.34% | 0.00 | 0.00 | 42.87K |
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