Filed: 5/13/2025ACC: 0001962933-25-000003
๐ What this filing means
RIVERVIEW CAPITAL ADVISERS, LLC filed this quarterly 13FโHR report disclosing 88 equity positions with a total reported market value of $318.20M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
88
Positions
$318.20M
Total AUM (reported)
3.83M
Total Shares
Allocation by class
COM$163.13M51.3%
CL B NEW$22.16M7.0%
S&P500 EQL WGT$16.94M5.3%
MID CAP ETF$16.46M5.2%
COM CL A$15.40M4.8%
SMALL CP ETF$14.16M4.5%
CL B$7.68M2.4%
Portfolio Concentration
Top 3$62.35M19.6%
4โ10$83.90M26.4%
11โ25$82.33M25.9%
Rest$89.62M28.2%
Top 3 weight
19.6%
Top 10 weight
46.0%
Voting Authority Distribution
Total shares with voting rights: 3.83M
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
3.83M
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole88
Shared0
Other0
Dominant voting typeNone ยท 100.0% of voting shares
Institutional Holdings88
Rows:
BERKSHIRE HATHAWAY INC DEL
SOLEShares41.61K
TypeSH
Market value$22.16M
6.96%
Sole
0.00
Shared
0.00
None
41.61K
APPLE INC
SOLEShares95.36K
TypeSH
Market value$21.18M
6.66%
Sole
0.00
Shared
0.00
None
95.36K
AMAZON COM INC
SOLEShares99.91K
TypeSH
Market value$19.01M
5.97%
Sole
0.00
Shared
0.00
None
99.91K
INVESCO EXCHANGE TRADED FD T
SOLEShares97.77K
TypeSH
Market value$16.94M
5.32%
Sole
0.00
Shared
0.00
None
97.77K
VANGUARD INDEX FDS
SOLEShares63.63K
TypeSH
Market value$16.46M
5.17%
Sole
0.00
Shared
0.00
None
63.63K
VANGUARD INDEX FDS
SOLEShares63.86K
TypeSH
Market value$14.16M
4.45%
Sole
0.00
Shared
0.00
None
63.86K
BXP INC
SOLEShares149.82K
TypeSH
Market value$10.07M
3.16%
Sole
0.00
Shared
0.00
None
149.82K
SIMON PPTY GROUP INC NEW
SOLEShares56.25K
TypeSH
Market value$9.34M
2.94%
Sole
0.00
Shared
0.00
None
56.25K
SWEETGREEN INC
SOLEShares348.65K
TypeSH
Market value$8.72M
2.74%
Sole
0.00
Shared
0.00
None
348.65K
MICROSOFT CORP
SOLEShares21.87K
TypeSH
Market value$8.21M
2.58%
Sole
0.00
Shared
0.00
None
21.87K
VANGUARD INDEX FDS
SOLEShares19.70K
TypeSH
Market value$7.31M
2.30%
Sole
0.00
Shared
0.00
None
19.70K
KINDER MORGAN INC DEL
SOLEShares237.48K
TypeSH
Market value$6.78M
2.13%
Sole
0.00
Shared
0.00
None
237.48K
CARRIER GLOBAL CORPORATION
SOLEShares103.78K
TypeSH
Market value$6.58M
2.07%
Sole
0.00
Shared
0.00
None
103.78K
TESLA INC
SOLEShares25.01K
TypeSH
Market value$6.48M
2.04%
Sole
0.00
Shared
0.00
None
25.01K
EVERSOURCE ENERGY
SOLEShares92.09K
TypeSH
Market value$5.72M
1.80%
Sole
0.00
Shared
0.00
None
92.09K
VANGUARD SPECIALIZED FUNDS
SOLEShares29.17K
TypeSH
Market value$5.66M
1.78%
Sole
0.00
Shared
0.00
None
29.17K
PUBLIC STORAGE OPER CO
SOLEShares17.87K
TypeSH
Market value$5.35M
1.68%
Sole
0.00
Shared
0.00
None
17.87K
CAPITAL GROUP INTL FOCUS EQT
SOLEShares210.40K
TypeSH
Market value$5.15M
1.62%
Sole
0.00
Shared
0.00
None
210.40K
VANGUARD INDEX FDS
SOLEShares17.95K
TypeSH
Market value$4.93M
1.55%
Sole
0.00
Shared
0.00
None
17.95K
PARK HOTELS & RESORTS INC
SOLEShares461.15K
TypeSH
Market value$4.93M
1.55%
Sole
0.00
Shared
0.00
None
461.15K
EQUITY RESIDENTIAL
SOLEShares68.80K
TypeSH
Market value$4.92M
1.55%
Sole
0.00
Shared
0.00
None
68.80K
WALMART INC
SOLEShares54.99K
TypeSH
Market value$4.83M
1.52%
Sole
0.00
Shared
0.00
None
54.99K
AVALONBAY CMNTYS INC
SOLEShares21.85K
TypeSH
Market value$4.69M
1.47%
Sole
0.00
Shared
0.00
None
21.85K
FIRST SOLAR INC
SOLEShares35.77K
TypeSH
Market value$4.52M
1.42%
Sole
0.00
Shared
0.00
None
35.77K
ISHARES TR
SOLEShares23.86K
TypeSH
Market value$4.49M
1.41%
Sole
0.00
Shared
0.00
None
23.86K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting โ Sole | Shared | None |
|---|---|---|---|---|---|---|---|
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 41.61K | SH | $22.16M 6.96% | 0.00 | 0.00 | 41.61K |
APPLE INCSOLE | COM | 95.36K | SH | $21.18M 6.66% | 0.00 | 0.00 | 95.36K |
AMAZON COM INCSOLE | COM | 99.91K | SH | $19.01M 5.97% | 0.00 | 0.00 | 99.91K |
INVESCO EXCHANGE TRADED FD TSOLE | S&P500 EQL WGT | 97.77K | SH | $16.94M 5.32% | 0.00 | 0.00 | 97.77K |
VANGUARD INDEX FDSSOLE | MID CAP ETF | 63.63K | SH | $16.46M 5.17% | 0.00 | 0.00 | 63.63K |
VANGUARD INDEX FDSSOLE | SMALL CP ETF | 63.86K | SH | $14.16M 4.45% | 0.00 | 0.00 | 63.86K |
BXP INCSOLE | COM | 149.82K | SH | $10.07M 3.16% | 0.00 | 0.00 | 149.82K |
SIMON PPTY GROUP INC NEWSOLE | COM | 56.25K | SH | $9.34M 2.94% | 0.00 | 0.00 | 56.25K |
SWEETGREEN INCSOLE | COM CL A | 348.65K | SH | $8.72M 2.74% | 0.00 | 0.00 | 348.65K |
MICROSOFT CORPSOLE | COM | 21.87K | SH | $8.21M 2.58% | 0.00 | 0.00 | 21.87K |
VANGUARD INDEX FDSSOLE | GROWTH ETF | 19.70K | SH | $7.31M 2.30% | 0.00 | 0.00 | 19.70K |
KINDER MORGAN INC DELSOLE | COM | 237.48K | SH | $6.78M 2.13% | 0.00 | 0.00 | 237.48K |
CARRIER GLOBAL CORPORATIONSOLE | COM | 103.78K | SH | $6.58M 2.07% | 0.00 | 0.00 | 103.78K |
TESLA INCSOLE | COM | 25.01K | SH | $6.48M 2.04% | 0.00 | 0.00 | 25.01K |
EVERSOURCE ENERGYSOLE | COM | 92.09K | SH | $5.72M 1.80% | 0.00 | 0.00 | 92.09K |
VANGUARD SPECIALIZED FUNDSSOLE | DIV APP ETF | 29.17K | SH | $5.66M 1.78% | 0.00 | 0.00 | 29.17K |
PUBLIC STORAGE OPER COSOLE | COM | 17.87K | SH | $5.35M 1.68% | 0.00 | 0.00 | 17.87K |
CAPITAL GROUP INTL FOCUS EQTSOLE | SHS CREATION UNI | 210.40K | SH | $5.15M 1.62% | 0.00 | 0.00 | 210.40K |
VANGUARD INDEX FDSSOLE | TOTAL STK MKT | 17.95K | SH | $4.93M 1.55% | 0.00 | 0.00 | 17.95K |
PARK HOTELS & RESORTS INCSOLE | COM | 461.15K | SH | $4.93M 1.55% | 0.00 | 0.00 | 461.15K |
EQUITY RESIDENTIALSOLE | SH BEN INT | 68.80K | SH | $4.92M 1.55% | 0.00 | 0.00 | 68.80K |
WALMART INCSOLE | COM | 54.99K | SH | $4.83M 1.52% | 0.00 | 0.00 | 54.99K |
AVALONBAY CMNTYS INCSOLE | COM | 21.85K | SH | $4.69M 1.47% | 0.00 | 0.00 | 21.85K |
FIRST SOLAR INCSOLE | COM | 35.77K | SH | $4.52M 1.42% | 0.00 | 0.00 | 35.77K |
ISHARES TRSOLE | RUS 1000 VAL ETF | 23.86K | SH | $4.49M 1.41% | 0.00 | 0.00 | 23.86K |
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