RIVERVIEW CAPITAL ADVISERS, LLC

PrivateCIK: 1962933
Location

BOSTON, MA

๐Ÿ“‹ What this filing means

RIVERVIEW CAPITAL ADVISERS, LLC filed this quarterly 13Fโ€‘HR 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

TOTAL AUM$318.20M88 positions
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 319.6%4โ€“1026.4%11โ€“2525.9%Rest28.2%TOP 1046.0%0%100%
Top 3$62.35M19.6%
4โ€“10$83.90M26.4%
11โ€“25$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

SOLE
CL B NEW
Shares41.61K
TypeSH
Market value$22.16M
6.96%
Sole
0.00
Shared
0.00
None
41.61K

APPLE INC

SOLE
COM
Shares95.36K
TypeSH
Market value$21.18M
6.66%
Sole
0.00
Shared
0.00
None
95.36K

AMAZON COM INC

SOLE
COM
Shares99.91K
TypeSH
Market value$19.01M
5.97%
Sole
0.00
Shared
0.00
None
99.91K

INVESCO EXCHANGE TRADED FD T

SOLE
S&P500 EQL WGT
Shares97.77K
TypeSH
Market value$16.94M
5.32%
Sole
0.00
Shared
0.00
None
97.77K

VANGUARD INDEX FDS

SOLE
MID CAP ETF
Shares63.63K
TypeSH
Market value$16.46M
5.17%
Sole
0.00
Shared
0.00
None
63.63K

VANGUARD INDEX FDS

SOLE
SMALL CP ETF
Shares63.86K
TypeSH
Market value$14.16M
4.45%
Sole
0.00
Shared
0.00
None
63.86K

BXP INC

SOLE
COM
Shares149.82K
TypeSH
Market value$10.07M
3.16%
Sole
0.00
Shared
0.00
None
149.82K

SIMON PPTY GROUP INC NEW

SOLE
COM
Shares56.25K
TypeSH
Market value$9.34M
2.94%
Sole
0.00
Shared
0.00
None
56.25K

SWEETGREEN INC

SOLE
COM CL A
Shares348.65K
TypeSH
Market value$8.72M
2.74%
Sole
0.00
Shared
0.00
None
348.65K

MICROSOFT CORP

SOLE
COM
Shares21.87K
TypeSH
Market value$8.21M
2.58%
Sole
0.00
Shared
0.00
None
21.87K

VANGUARD INDEX FDS

SOLE
GROWTH ETF
Shares19.70K
TypeSH
Market value$7.31M
2.30%
Sole
0.00
Shared
0.00
None
19.70K

KINDER MORGAN INC DEL

SOLE
COM
Shares237.48K
TypeSH
Market value$6.78M
2.13%
Sole
0.00
Shared
0.00
None
237.48K

CARRIER GLOBAL CORPORATION

SOLE
COM
Shares103.78K
TypeSH
Market value$6.58M
2.07%
Sole
0.00
Shared
0.00
None
103.78K

TESLA INC

SOLE
COM
Shares25.01K
TypeSH
Market value$6.48M
2.04%
Sole
0.00
Shared
0.00
None
25.01K

EVERSOURCE ENERGY

SOLE
COM
Shares92.09K
TypeSH
Market value$5.72M
1.80%
Sole
0.00
Shared
0.00
None
92.09K

VANGUARD SPECIALIZED FUNDS

SOLE
DIV APP ETF
Shares29.17K
TypeSH
Market value$5.66M
1.78%
Sole
0.00
Shared
0.00
None
29.17K

PUBLIC STORAGE OPER CO

SOLE
COM
Shares17.87K
TypeSH
Market value$5.35M
1.68%
Sole
0.00
Shared
0.00
None
17.87K

CAPITAL GROUP INTL FOCUS EQT

SOLE
SHS CREATION UNI
Shares210.40K
TypeSH
Market value$5.15M
1.62%
Sole
0.00
Shared
0.00
None
210.40K

VANGUARD INDEX FDS

SOLE
TOTAL STK MKT
Shares17.95K
TypeSH
Market value$4.93M
1.55%
Sole
0.00
Shared
0.00
None
17.95K

PARK HOTELS & RESORTS INC

SOLE
COM
Shares461.15K
TypeSH
Market value$4.93M
1.55%
Sole
0.00
Shared
0.00
None
461.15K

EQUITY RESIDENTIAL

SOLE
SH BEN INT
Shares68.80K
TypeSH
Market value$4.92M
1.55%
Sole
0.00
Shared
0.00
None
68.80K

WALMART INC

SOLE
COM
Shares54.99K
TypeSH
Market value$4.83M
1.52%
Sole
0.00
Shared
0.00
None
54.99K

AVALONBAY CMNTYS INC

SOLE
COM
Shares21.85K
TypeSH
Market value$4.69M
1.47%
Sole
0.00
Shared
0.00
None
21.85K

FIRST SOLAR INC

SOLE
COM
Shares35.77K
TypeSH
Market value$4.52M
1.42%
Sole
0.00
Shared
0.00
None
35.77K

ISHARES TR

SOLE
RUS 1000 VAL ETF
Shares23.86K
TypeSH
Market value$4.49M
1.41%
Sole
0.00
Shared
0.00
None
23.86K
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RIVERVIEW CAPITAL ADVISERS, LLC 13F Holdings โ€” 88 Positions | Finecho