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 97 equity positions with a total reported market value of $349.02M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.

97
Positions
$349.02M
Total AUM (reported)
3.96M
Total Shares

Allocation by class

TOTAL AUM$349.02M97 positions
COM$192.56M55.2%
CL B NEW$25.42M7.3%
S&P500 EQL WGT$18.59M5.3%
MID CAP ETF$17.56M5.0%
SMALL CP ETF$12.60M3.6%
COM CL A$10.79M3.1%
GROWTH ETF$8.76M2.5%

Portfolio Concentration

Top 319.9%4โ€“1025.2%11โ€“2525.5%Rest29.3%TOP 1045.1%0%100%
Top 3$69.41M19.9%
4โ€“10$88.11M25.2%
11โ€“25$89.18M25.5%
Rest$102.32M29.3%

Top 3 weight

19.9%

Top 10 weight

45.1%

Voting Authority Distribution

Total shares with voting rights: 3.96M

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

3.96M

shares

% of voting shares100.0%

Investment Discretion (by position count)

Sole97
Shared0
Other0
Dominant voting typeNone ยท 100.0% of voting shares
Institutional Holdings97
Rows:

BERKSHIRE HATHAWAY INC DEL

SOLE
CL B NEW
Shares52.33K
TypeSH
Market value$25.42M
7.28%
Sole
0.00
Shared
0.00
None
52.33K

AMAZON COM INC

SOLE
COM
Shares115.70K
TypeSH
Market value$25.38M
7.27%
Sole
0.00
Shared
0.00
None
115.70K

APPLE INC

SOLE
COM
Shares90.69K
TypeSH
Market value$18.61M
5.33%
Sole
0.00
Shared
0.00
None
90.69K

INVESCO EXCHANGE TRADED FD T

SOLE
S&P500 EQL WGT
Shares102.31K
TypeSH
Market value$18.59M
5.33%
Sole
0.00
Shared
0.00
None
102.31K

VANGUARD INDEX FDS

SOLE
MID CAP ETF
Shares62.76K
TypeSH
Market value$17.56M
5.03%
Sole
0.00
Shared
0.00
None
62.76K

VANGUARD INDEX FDS

SOLE
SMALL CP ETF
Shares53.19K
TypeSH
Market value$12.60M
3.61%
Sole
0.00
Shared
0.00
None
53.19K

MICROSOFT CORP

SOLE
COM
Shares22.13K
TypeSH
Market value$11.01M
3.15%
Sole
0.00
Shared
0.00
None
22.13K

CARRIER GLOBAL CORPORATION

SOLE
COM
Shares139.98K
TypeSH
Market value$10.24M
2.94%
Sole
0.00
Shared
0.00
None
139.98K

BXP INC

SOLE
COM
Shares134.27K
TypeSH
Market value$9.06M
2.60%
Sole
0.00
Shared
0.00
None
134.27K

TESLA INC

SOLE
COM
Shares28.46K
TypeSH
Market value$9.04M
2.59%
Sole
0.00
Shared
0.00
None
28.46K

VANGUARD INDEX FDS

SOLE
GROWTH ETF
Shares19.98K
TypeSH
Market value$8.76M
2.51%
Sole
0.00
Shared
0.00
None
19.98K

SIMON PPTY GROUP INC NEW

SOLE
COM
Shares54.11K
TypeSH
Market value$8.70M
2.49%
Sole
0.00
Shared
0.00
None
54.11K

PARK HOTELS & RESORTS INC

SOLE
COM
Shares676.50K
TypeSH
Market value$6.92M
1.98%
Sole
0.00
Shared
0.00
None
676.50K

KINDER MORGAN INC DEL

SOLE
COM
Shares227.53K
TypeSH
Market value$6.69M
1.92%
Sole
0.00
Shared
0.00
None
227.53K

VANGUARD SPECIALIZED FUNDS

SOLE
DIV APP ETF
Shares30.25K
TypeSH
Market value$6.19M
1.77%
Sole
0.00
Shared
0.00
None
30.25K

HOME DEPOT INC

SOLE
COM
Shares16.38K
TypeSH
Market value$6.00M
1.72%
Sole
0.00
Shared
0.00
None
16.38K

FIRST SOLAR INC

SOLE
COM
Shares35.48K
TypeSH
Market value$5.87M
1.68%
Sole
0.00
Shared
0.00
None
35.48K

CAPITAL GROUP INTL FOCUS EQT

SOLE
SHS CREATION UNI
Shares209.58K
TypeSH
Market value$5.69M
1.63%
Sole
0.00
Shared
0.00
None
209.58K

UNITED RENTALS INC

SOLE
COM
Shares7.17K
TypeSH
Market value$5.40M
1.55%
Sole
0.00
Shared
0.00
None
7.17K

VANGUARD INDEX FDS

SOLE
TOTAL STK MKT
Shares17.67K
TypeSH
Market value$5.37M
1.54%
Sole
0.00
Shared
0.00
None
17.67K

WALMART INC

SOLE
COM
Shares54.66K
TypeSH
Market value$5.34M
1.53%
Sole
0.00
Shared
0.00
None
54.66K

EQUITY RESIDENTIAL

SOLE
SH BEN INT
Shares68.63K
TypeSH
Market value$4.63M
1.33%
Sole
0.00
Shared
0.00
None
68.63K

RYDER SYS INC

SOLE
COM
Shares29.08K
TypeSH
Market value$4.62M
1.32%
Sole
0.00
Shared
0.00
None
29.08K

ISHARES TR

SOLE
RUS 1000 VAL ETF
Shares23.66K
TypeSH
Market value$4.60M
1.32%
Sole
0.00
Shared
0.00
None
23.66K

AVALONBAY CMNTYS INC

SOLE
COM
Shares21.56K
TypeSH
Market value$4.39M
1.26%
Sole
0.00
Shared
0.00
None
21.56K
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RIVERVIEW CAPITAL ADVISERS, LLC 13F Holdings โ€” 97 Positions | Finecho