Filed: 2/14/2025ACC: 0001962933-25-000001
📋 What this filing means
RIVERVIEW CAPITAL ADVISERS, LLC filed this quarterly 13F‑HR report disclosing 91 equity positions with a total reported market value of $331.44M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
91
Positions
$331.44M
Total AUM (reported)
3.29M
Total Shares
Allocation by class
COM$172.26M52.0%
SMALL CP ETF$23.29M7.0%
CL B NEW$18.40M5.6%
S&P500 EQL WGT$16.73M5.0%
MID CAP ETF$15.96M4.8%
COM CL A$15.19M4.6%
CL B$9.49M2.9%
Portfolio Concentration
Top 3$69.56M21.0%
4–10$92.29M27.8%
11–25$84.69M25.6%
Rest$84.91M25.6%
Top 3 weight
21.0%
Top 10 weight
48.8%
Voting Authority Distribution
Total shares with voting rights: 3.29M
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
3.29M
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole91
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings91
Rows:
APPLE INC
SOLEShares97.29K
TypeSH
Market value$24.36M
7.35%
Sole
0.00
Shared
0.00
None
97.29K
VANGUARD INDEX FDS
SOLEShares96.94K
TypeSH
Market value$23.29M
7.03%
Sole
0.00
Shared
0.00
None
96.94K
AMAZON COM INC
SOLEShares99.82K
TypeSH
Market value$21.90M
6.61%
Sole
0.00
Shared
0.00
None
99.82K
BERKSHIRE HATHAWAY INC DEL
SOLEShares40.59K
TypeSH
Market value$18.40M
5.55%
Sole
0.00
Shared
0.00
None
40.59K
INVESCO EXCHANGE TRADED FD T
SOLEShares95.49K
TypeSH
Market value$16.73M
5.05%
Sole
0.00
Shared
0.00
None
95.49K
VANGUARD INDEX FDS
SOLEShares60.44K
TypeSH
Market value$15.96M
4.82%
Sole
0.00
Shared
0.00
None
60.44K
BXP INC
SOLEShares151.29K
TypeSH
Market value$11.25M
3.39%
Sole
0.00
Shared
0.00
None
151.29K
TESLA INC
SOLEShares25.01K
TypeSH
Market value$10.10M
3.05%
Sole
0.00
Shared
0.00
None
25.01K
SIMON PPTY GROUP INC NEW
SOLEShares57.95K
TypeSH
Market value$9.98M
3.01%
Sole
0.00
Shared
0.00
None
57.95K
MICROSOFT CORP
SOLEShares23.40K
TypeSH
Market value$9.86M
2.98%
Sole
0.00
Shared
0.00
None
23.40K
SWEETGREEN INC
SOLEShares266.44K
TypeSH
Market value$8.54M
2.58%
Sole
0.00
Shared
0.00
None
266.44K
VANGUARD INDEX FDS
SOLEShares20.03K
TypeSH
Market value$8.22M
2.48%
Sole
0.00
Shared
0.00
None
20.03K
CARRIER GLOBAL CORPORATION
SOLEShares102.87K
TypeSH
Market value$7.02M
2.12%
Sole
0.00
Shared
0.00
None
102.87K
KINDER MORGAN INC DEL
SOLEShares239.26K
TypeSH
Market value$6.56M
1.98%
Sole
0.00
Shared
0.00
None
239.26K
VANGUARD SPECIALIZED FUNDS
SOLEShares27.99K
TypeSH
Market value$5.48M
1.65%
Sole
0.00
Shared
0.00
None
27.99K
GENERAL DYNAMICS CORP
SOLEShares20.01K
TypeSH
Market value$5.27M
1.59%
Sole
0.00
Shared
0.00
None
20.01K
VANGUARD INDEX FDS
SOLEShares17.70K
TypeSH
Market value$5.13M
1.55%
Sole
0.00
Shared
0.00
None
17.70K
EVERSOURCE ENERGY
SOLEShares89.08K
TypeSH
Market value$5.12M
1.54%
Sole
0.00
Shared
0.00
None
89.08K
ISHARES TR
SOLEShares27.23K
TypeSH
Market value$5.04M
1.52%
Sole
0.00
Shared
0.00
None
27.23K
WALMART INC
SOLEShares54.98K
TypeSH
Market value$4.97M
1.50%
Sole
0.00
Shared
0.00
None
54.98K
UNITED PARCEL SERVICE INC
SOLEShares38.88K
TypeSH
Market value$4.90M
1.48%
Sole
0.00
Shared
0.00
None
38.88K
EQUITY RESIDENTIAL
SOLEShares67.19K
TypeSH
Market value$4.82M
1.45%
Sole
0.00
Shared
0.00
None
67.19K
AVALONBAY CMNTYS INC
SOLEShares21.87K
TypeSH
Market value$4.81M
1.45%
Sole
0.00
Shared
0.00
None
21.87K
NIKE INC
SOLEShares60.68K
TypeSH
Market value$4.59M
1.39%
Sole
0.00
Shared
0.00
None
60.68K
CAPITAL GROUP INTL FOCUS EQT
SOLEShares170.94K
TypeSH
Market value$4.22M
1.27%
Sole
0.00
Shared
0.00
None
170.94K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
APPLE INCSOLE | COM | 97.29K | SH | $24.36M 7.35% | 0.00 | 0.00 | 97.29K |
VANGUARD INDEX FDSSOLE | SMALL CP ETF | 96.94K | SH | $23.29M 7.03% | 0.00 | 0.00 | 96.94K |
AMAZON COM INCSOLE | COM | 99.82K | SH | $21.90M 6.61% | 0.00 | 0.00 | 99.82K |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 40.59K | SH | $18.40M 5.55% | 0.00 | 0.00 | 40.59K |
INVESCO EXCHANGE TRADED FD TSOLE | S&P500 EQL WGT | 95.49K | SH | $16.73M 5.05% | 0.00 | 0.00 | 95.49K |
VANGUARD INDEX FDSSOLE | MID CAP ETF | 60.44K | SH | $15.96M 4.82% | 0.00 | 0.00 | 60.44K |
BXP INCSOLE | COM | 151.29K | SH | $11.25M 3.39% | 0.00 | 0.00 | 151.29K |
TESLA INCSOLE | COM | 25.01K | SH | $10.10M 3.05% | 0.00 | 0.00 | 25.01K |
SIMON PPTY GROUP INC NEWSOLE | COM | 57.95K | SH | $9.98M 3.01% | 0.00 | 0.00 | 57.95K |
MICROSOFT CORPSOLE | COM | 23.40K | SH | $9.86M 2.98% | 0.00 | 0.00 | 23.40K |
SWEETGREEN INCSOLE | COM CL A | 266.44K | SH | $8.54M 2.58% | 0.00 | 0.00 | 266.44K |
VANGUARD INDEX FDSSOLE | GROWTH ETF | 20.03K | SH | $8.22M 2.48% | 0.00 | 0.00 | 20.03K |
CARRIER GLOBAL CORPORATIONSOLE | COM | 102.87K | SH | $7.02M 2.12% | 0.00 | 0.00 | 102.87K |
KINDER MORGAN INC DELSOLE | COM | 239.26K | SH | $6.56M 1.98% | 0.00 | 0.00 | 239.26K |
VANGUARD SPECIALIZED FUNDSSOLE | DIV APP ETF | 27.99K | SH | $5.48M 1.65% | 0.00 | 0.00 | 27.99K |
GENERAL DYNAMICS CORPSOLE | COM | 20.01K | SH | $5.27M 1.59% | 0.00 | 0.00 | 20.01K |
VANGUARD INDEX FDSSOLE | TOTAL STK MKT | 17.70K | SH | $5.13M 1.55% | 0.00 | 0.00 | 17.70K |
EVERSOURCE ENERGYSOLE | COM | 89.08K | SH | $5.12M 1.54% | 0.00 | 0.00 | 89.08K |
ISHARES TRSOLE | RUS 1000 VAL ETF | 27.23K | SH | $5.04M 1.52% | 0.00 | 0.00 | 27.23K |
WALMART INCSOLE | COM | 54.98K | SH | $4.97M 1.50% | 0.00 | 0.00 | 54.98K |
UNITED PARCEL SERVICE INCSOLE | CL B | 38.88K | SH | $4.90M 1.48% | 0.00 | 0.00 | 38.88K |
EQUITY RESIDENTIALSOLE | SH BEN INT | 67.19K | SH | $4.82M 1.45% | 0.00 | 0.00 | 67.19K |
AVALONBAY CMNTYS INCSOLE | COM | 21.87K | SH | $4.81M 1.45% | 0.00 | 0.00 | 21.87K |
NIKE INCSOLE | CL B | 60.68K | SH | $4.59M 1.39% | 0.00 | 0.00 | 60.68K |
CAPITAL GROUP INTL FOCUS EQTSOLE | SHS CREATION UNI | 170.94K | SH | $4.22M 1.27% | 0.00 | 0.00 | 170.94K |
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