Filed: 11/14/2024ACC: 0001962933-24-000010
📋 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 $324.68M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
83
Positions
$324.68M
Total AUM (reported)
3.31M
Total Shares
Allocation by class
COM$170.88M52.6%
SMALL CP ETF$22.85M7.0%
CL B NEW$19.14M5.9%
S&P500 EQL WGT$17.09M5.3%
MID CAP ETF$15.91M4.9%
COM CL A$15.48M4.8%
GROWTH ETF$7.82M2.4%
Portfolio Concentration
Top 3$65.62M20.2%
4–10$93.50M28.8%
11–25$87.12M26.8%
Rest$78.43M24.2%
Top 3 weight
20.2%
Top 10 weight
49.0%
Voting Authority Distribution
Total shares with voting rights: 3.31M
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
3.31M
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
SOLEShares101.42K
TypeSH
Market value$23.63M
7.28%
Sole
0.00
Shared
0.00
None
101.42K
VANGUARD INDEX FDS
SOLEShares96.32K
TypeSH
Market value$22.85M
7.04%
Sole
0.00
Shared
0.00
None
96.32K
BERKSHIRE HATHAWAY INC DEL
SOLEShares41.59K
TypeSH
Market value$19.14M
5.90%
Sole
0.00
Shared
0.00
None
41.59K
AMAZON COM INC
SOLEShares100.01K
TypeSH
Market value$18.63M
5.74%
Sole
0.00
Shared
0.00
None
100.01K
INVESCO EXCHANGE TRADED FD T
SOLEShares95.39K
TypeSH
Market value$17.09M
5.26%
Sole
0.00
Shared
0.00
None
95.39K
VANGUARD INDEX FDS
SOLEShares60.29K
TypeSH
Market value$15.91M
4.90%
Sole
0.00
Shared
0.00
None
60.29K
BXP INC
SOLEShares152.53K
TypeSH
Market value$12.27M
3.78%
Sole
0.00
Shared
0.00
None
152.53K
MICROSOFT CORP
SOLEShares23.49K
TypeSH
Market value$10.11M
3.11%
Sole
0.00
Shared
0.00
None
23.49K
SIMON PPTY GROUP INC NEW
SOLEShares57.98K
TypeSH
Market value$9.80M
3.02%
Sole
0.00
Shared
0.00
None
57.98K
SWEETGREEN INC
SOLEShares273.34K
TypeSH
Market value$9.69M
2.98%
Sole
0.00
Shared
0.00
None
273.34K
CARRIER GLOBAL CORPORATION
SOLEShares103.17K
TypeSH
Market value$8.30M
2.56%
Sole
0.00
Shared
0.00
None
103.17K
VANGUARD INDEX FDS
SOLEShares20.36K
TypeSH
Market value$7.82M
2.41%
Sole
0.00
Shared
0.00
None
20.36K
MGM RESORTS INTERNATIONAL
SOLEShares196.53K
TypeSH
Market value$7.68M
2.37%
Sole
0.00
Shared
0.00
None
196.53K
TESLA INC
SOLEShares25.02K
TypeSH
Market value$6.55M
2.02%
Sole
0.00
Shared
0.00
None
25.02K
EVERSOURCE ENERGY
SOLEShares90.48K
TypeSH
Market value$6.16M
1.90%
Sole
0.00
Shared
0.00
None
90.48K
VANGUARD SPECIALIZED FUNDS
SOLEShares27.32K
TypeSH
Market value$5.41M
1.67%
Sole
0.00
Shared
0.00
None
27.32K
UNITED PARCEL SERVICE INC
SOLEShares39.09K
TypeSH
Market value$5.33M
1.64%
Sole
0.00
Shared
0.00
None
39.09K
KINDER MORGAN INC DEL
SOLEShares239.32K
TypeSH
Market value$5.29M
1.63%
Sole
0.00
Shared
0.00
None
239.32K
ISHARES TR
SOLEShares26.65K
TypeSH
Market value$5.06M
1.56%
Sole
0.00
Shared
0.00
None
26.65K
AMERICAN TOWER CORP NEW
SOLEShares21.61K
TypeSH
Market value$5.03M
1.55%
Sole
0.00
Shared
0.00
None
21.61K
EQUITY RESIDENTIAL
SOLEShares67.23K
TypeSH
Market value$5.01M
1.54%
Sole
0.00
Shared
0.00
None
67.23K
VANGUARD INDEX FDS
SOLEShares17.49K
TypeSH
Market value$4.95M
1.53%
Sole
0.00
Shared
0.00
None
17.49K
AVALONBAY CMNTYS INC
SOLEShares21.91K
TypeSH
Market value$4.94M
1.52%
Sole
0.00
Shared
0.00
None
21.91K
RIO TINTO PLC
SOLEShares67.91K
TypeSH
Market value$4.83M
1.49%
Sole
0.00
Shared
0.00
None
67.91K
CAPITAL GROUP INTL FOCUS EQT
SOLEShares177.33K
TypeSH
Market value$4.78M
1.47%
Sole
0.00
Shared
0.00
None
177.33K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
APPLE INCSOLE | COM | 101.42K | SH | $23.63M 7.28% | 0.00 | 0.00 | 101.42K |
VANGUARD INDEX FDSSOLE | SMALL CP ETF | 96.32K | SH | $22.85M 7.04% | 0.00 | 0.00 | 96.32K |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 41.59K | SH | $19.14M 5.90% | 0.00 | 0.00 | 41.59K |
AMAZON COM INCSOLE | COM | 100.01K | SH | $18.63M 5.74% | 0.00 | 0.00 | 100.01K |
INVESCO EXCHANGE TRADED FD TSOLE | S&P500 EQL WGT | 95.39K | SH | $17.09M 5.26% | 0.00 | 0.00 | 95.39K |
VANGUARD INDEX FDSSOLE | MID CAP ETF | 60.29K | SH | $15.91M 4.90% | 0.00 | 0.00 | 60.29K |
BXP INCSOLE | COM | 152.53K | SH | $12.27M 3.78% | 0.00 | 0.00 | 152.53K |
MICROSOFT CORPSOLE | COM | 23.49K | SH | $10.11M 3.11% | 0.00 | 0.00 | 23.49K |
SIMON PPTY GROUP INC NEWSOLE | COM | 57.98K | SH | $9.80M 3.02% | 0.00 | 0.00 | 57.98K |
SWEETGREEN INCSOLE | COM CL A | 273.34K | SH | $9.69M 2.98% | 0.00 | 0.00 | 273.34K |
CARRIER GLOBAL CORPORATIONSOLE | COM | 103.17K | SH | $8.30M 2.56% | 0.00 | 0.00 | 103.17K |
VANGUARD INDEX FDSSOLE | GROWTH ETF | 20.36K | SH | $7.82M 2.41% | 0.00 | 0.00 | 20.36K |
MGM RESORTS INTERNATIONALSOLE | COM | 196.53K | SH | $7.68M 2.37% | 0.00 | 0.00 | 196.53K |
TESLA INCSOLE | COM | 25.02K | SH | $6.55M 2.02% | 0.00 | 0.00 | 25.02K |
EVERSOURCE ENERGYSOLE | COM | 90.48K | SH | $6.16M 1.90% | 0.00 | 0.00 | 90.48K |
VANGUARD SPECIALIZED FUNDSSOLE | DIV APP ETF | 27.32K | SH | $5.41M 1.67% | 0.00 | 0.00 | 27.32K |
UNITED PARCEL SERVICE INCSOLE | CL B | 39.09K | SH | $5.33M 1.64% | 0.00 | 0.00 | 39.09K |
KINDER MORGAN INC DELSOLE | COM | 239.32K | SH | $5.29M 1.63% | 0.00 | 0.00 | 239.32K |
ISHARES TRSOLE | RUS 1000 VAL ETF | 26.65K | SH | $5.06M 1.56% | 0.00 | 0.00 | 26.65K |
AMERICAN TOWER CORP NEWSOLE | COM | 21.61K | SH | $5.03M 1.55% | 0.00 | 0.00 | 21.61K |
EQUITY RESIDENTIALSOLE | SH BEN INT | 67.23K | SH | $5.01M 1.54% | 0.00 | 0.00 | 67.23K |
VANGUARD INDEX FDSSOLE | TOTAL STK MKT | 17.49K | SH | $4.95M 1.53% | 0.00 | 0.00 | 17.49K |
AVALONBAY CMNTYS INCSOLE | COM | 21.91K | SH | $4.94M 1.52% | 0.00 | 0.00 | 21.91K |
RIO TINTO PLCSOLE | SPONSORED ADR | 67.91K | SH | $4.83M 1.49% | 0.00 | 0.00 | 67.91K |
CAPITAL GROUP INTL FOCUS EQTSOLE | SHS CREATION UNI | 177.33K | SH | $4.78M 1.47% | 0.00 | 0.00 | 177.33K |
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