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 98 equity positions with a total reported market value of $345.80M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.

98
Positions
$345.80M
Total AUM (reported)
3.72M
Total Shares

Allocation by class

TOTAL AUM$345.80M98 positions
COM$205.58M59.4%
CL B NEW$26.16M7.6%
MID CAP ETF$15.95M4.6%
SMALL CP ETF$13.31M3.8%
POLEN FOCUS GROW$12.53M3.6%
GROWTH ETF$9.67M2.8%
SHS CREATION UNI$8.34M2.4%

Portfolio Concentration

Top 321.4%4โ€“1025.2%11โ€“2527.8%Rest25.6%TOP 1046.6%0%100%
Top 3$74.04M21.4%
4โ€“10$87.10M25.2%
11โ€“25$96.12M27.8%
Rest$88.55M25.6%

Top 3 weight

21.4%

Top 10 weight

46.6%

Voting Authority Distribution

Total shares with voting rights: 3.72M

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

3.72M

shares

% of voting shares100.0%

Investment Discretion (by position count)

Sole98
Shared0
Other0
Dominant voting typeNone ยท 100.0% of voting shares
Institutional Holdings98
Rows:

BERKSHIRE HATHAWAY INC DEL

SOLE
CL B NEW
Shares52.04K
TypeSH
Market value$26.16M
7.57%
Sole
0.00
Shared
0.00
None
52.04K

AMAZON COM INC

SOLE
COM
Shares113.18K
TypeSH
Market value$24.85M
7.19%
Sole
0.00
Shared
0.00
None
113.18K

APPLE INC

SOLE
COM
Shares90.44K
TypeSH
Market value$23.03M
6.66%
Sole
0.00
Shared
0.00
None
90.44K

VANGUARD INDEX FDS

SOLE
MID CAP ETF
Shares54.31K
TypeSH
Market value$15.95M
4.61%
Sole
0.00
Shared
0.00
None
54.31K

VANGUARD INDEX FDS

SOLE
SMALL CP ETF
Shares52.34K
TypeSH
Market value$13.31M
3.85%
Sole
0.00
Shared
0.00
None
52.34K

TESLA INC

SOLE
COM
Shares29.29K
TypeSH
Market value$13.02M
3.77%
Sole
0.00
Shared
0.00
None
29.29K

FUNDVANTAGE TR

SOLE
POLEN FOCUS GROW
Shares500.77K
TypeSH
Market value$12.53M
3.62%
Sole
0.00
Shared
0.00
None
500.77K

MICROSOFT CORP

SOLE
COM
Shares24.09K
TypeSH
Market value$12.48M
3.61%
Sole
0.00
Shared
0.00
None
24.09K

BXP INC

SOLE
COM
Shares133.27K
TypeSH
Market value$9.91M
2.86%
Sole
0.00
Shared
0.00
None
133.27K

SIMON PPTY GROUP INC NEW

SOLE
COM
Shares52.70K
TypeSH
Market value$9.89M
2.86%
Sole
0.00
Shared
0.00
None
52.70K

VANGUARD INDEX FDS

SOLE
GROWTH ETF
Shares20.16K
TypeSH
Market value$9.67M
2.80%
Sole
0.00
Shared
0.00
None
20.16K

CARRIER GLOBAL CORPORATION

SOLE
COM
Shares140.08K
TypeSH
Market value$8.36M
2.42%
Sole
0.00
Shared
0.00
None
140.08K

MARKEL GROUP INC

SOLE
COM
Shares4.34K
TypeSH
Market value$8.29M
2.40%
Sole
0.00
Shared
0.00
None
4.34K

PARK HOTELS & RESORTS INC

SOLE
COM
Shares672.74K
TypeSH
Market value$7.45M
2.16%
Sole
0.00
Shared
0.00
None
672.74K

UNITED RENTALS INC

SOLE
COM
Shares7.17K
TypeSH
Market value$6.84M
1.98%
Sole
0.00
Shared
0.00
None
7.17K

HOME DEPOT INC

SOLE
COM
Shares16.46K
TypeSH
Market value$6.67M
1.93%
Sole
0.00
Shared
0.00
None
16.46K

VANGUARD SPECIALIZED FUNDS

SOLE
DIV APP ETF
Shares30.27K
TypeSH
Market value$6.53M
1.89%
Sole
0.00
Shared
0.00
None
30.27K

CAPITAL GROUP INTL FOCUS EQT

SOLE
SHS CREATION UNI
Shares210.77K
TypeSH
Market value$6.24M
1.81%
Sole
0.00
Shared
0.00
None
210.77K

VANGUARD INDEX FDS

SOLE
TOTAL STK MKT
Shares17.30K
TypeSH
Market value$5.68M
1.64%
Sole
0.00
Shared
0.00
None
17.30K

WALMART INC

SOLE
COM
Shares54.69K
TypeSH
Market value$5.64M
1.63%
Sole
0.00
Shared
0.00
None
54.69K

RYDER SYS INC

SOLE
COM
Shares29.08K
TypeSH
Market value$5.49M
1.59%
Sole
0.00
Shared
0.00
None
29.08K

KINDER MORGAN INC DEL

SOLE
COM
Shares183.32K
TypeSH
Market value$5.19M
1.50%
Sole
0.00
Shared
0.00
None
183.32K

ISHARES TR

SOLE
RUS 1000 VAL ETF
Shares23.27K
TypeSH
Market value$4.74M
1.37%
Sole
0.00
Shared
0.00
None
23.27K

EVERSOURCE ENERGY

SOLE
COM
Shares66.41K
TypeSH
Market value$4.72M
1.37%
Sole
0.00
Shared
0.00
None
66.41K

MICRON TECHNOLOGY INC

SOLE
COM
Shares27.55K
TypeSH
Market value$4.61M
1.33%
Sole
0.00
Shared
0.00
None
27.55K
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RIVERVIEW CAPITAL ADVISERS, LLC 13F Holdings โ€” 98 Positions | Finecho