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Riverview Capital Advisers, LLC Top Holdings and 13F Report (2025)

About Riverview Capital Advisers, LLC

Investment Activity

  • Riverview Capital Advisers, LLC has $318.20 million in total holdings as of March 31, 2025.
  • Riverview Capital Advisers, LLC owns shares of 88 different stocks, but just 32 companies or ETFs make up 80% of its holdings.
  • Approximately 9.32% of the portfolio was purchased this quarter.
  • About 8.41% of the portfolio was sold this quarter.
  • This quarter, Riverview Capital Advisers, LLC has purchased 91 new stocks and bought additional shares in 34 stocks.
  • Riverview Capital Advisers, LLC sold shares of 22 stocks and completely divested from 11 stocks this quarter.

Largest Holdings

Berkshire Hathaway
$22,158,524
Apple
$21,183,503
Amazon.com
$19,009,079

Largest New Holdings this Quarter

74460D109 - Public Storage
$5,347,292 Holding
700517105 - Park Hotels & Resorts
$4,925,040 Holding
336433107 - First Solar
$4,522,402 Holding
88023B103 - TEMPUS AI INC
$1,397,610 Holding
90353T100 - Uber Technologies
$453,991 Holding

Largest Purchases this Quarter

Public Storage
17,867 shares (about $5.35M)
Park Hotels & Resorts
461,146 shares (about $4.93M)
First Solar
35,770 shares (about $4.52M)
BHP Group
52,614 shares (about $2.55M)
Sweetgreen
82,216 shares (about $2.06M)

Largest Sales this Quarter

Vanguard Small-Cap ETF
33,082 shares (about $7.34M)
United Parcel Service
6,867 shares (about $755.30K)
iShares Russell 1000 Value ETF
3,376 shares (about $635.22K)
CAVA Group
7,100 shares (about $613.51K)
Microsoft
1,526 shares (about $572.86K)

Sector Allocation Over Time

Map of 500 Largest Holdings ofRiverview Capital Advisers, LLC

 
 
Selling
 
 
Neutral
 
 
Buying
Issuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSector
Berkshire Hathaway Inc. stock logo
BRK.B
Berkshire Hathaway
$22,158,524$540,569 2.5%41,6067.0%Finance
Apple Inc. stock logo
AAPL
Apple
$21,183,503$426,935 -2.0%95,3656.7%Computer and Technology
Amazon.com, Inc. stock logo
AMZN
Amazon.com
$19,009,079$17,694 0.1%99,9116.0%Retail/Wholesale
Invesco S&P 500 Equal Weight ETF stock logo
RSP
Invesco S&P 500 Equal Weight ETF
$16,935,973$394,098 2.4%97,7665.3%ETF
Vanguard Mid-Cap ETF stock logo
VO
Vanguard Mid-Cap ETF
$16,456,048$826,294 5.3%63,6305.2%ETF
Vanguard Small-Cap ETF stock logo
VB
Vanguard Small-Cap ETF
$14,161,308$7,335,887 -34.1%63,8624.5%ETF
Boston Properties, Inc. stock logo
BXP
Boston Properties
$10,066,591$98,366 -1.0%149,8233.2%Finance
Simon Property Group, Inc. stock logo
SPG
Simon Property Group
$9,342,504$281,506 -2.9%56,2532.9%Finance
Sweetgreen, Inc. stock logo
SG
Sweetgreen
$8,723,324$2,057,045 30.9%348,6542.7%Retail/Wholesale
Microsoft Co. stock logo
MSFT
Microsoft
$8,209,949$572,857 -6.5%21,8702.6%Computer and Technology
Vanguard Growth ETF stock logo
VUG
Vanguard Growth ETF
$7,305,448$121,257 -1.6%19,7012.3%ETF
Kinder Morgan, Inc. stock logo
KMI
Kinder Morgan
$6,775,339$50,669 -0.7%237,4812.1%Energy
Carrier Global Co. stock logo
CARR
Carrier Global
$6,579,755$58,074 0.9%103,7822.1%Computer and Technology
Tesla, Inc. stock logo
TSLA
Tesla
$6,482,6290.0%25,0142.0%Auto/Tires/Trucks
Eversource Energy stock logo
ES
Eversource Energy
$5,719,897$186,951 3.4%92,0931.8%Utilities
Vanguard Dividend Appreciation ETF stock logo
VIG
Vanguard Dividend Appreciation ETF
$5,658,227$228,517 4.2%29,1681.8%ETF
Public Storage stock logo
PSA
Public Storage
$5,347,292$5,347,292 New Holding17,8671.7%Finance
Capital Group International Focus Equity ETF stock logo
CGXU
Capital Group International Focus Equity ETF
$5,150,544$965,883 23.1%210,3981.6%ETF
Vanguard Total Stock Market ETF stock logo
VTI
Vanguard Total Stock Market ETF
$4,933,798$67,884 1.4%17,9521.6%ETF
Park Hotels & Resorts Inc. stock logo
PK
Park Hotels & Resorts
$4,925,040$4,925,040 New Holding461,1461.5%Finance
Equity Residential stock logo
EQR
Equity Residential
$4,924,742$115,243 2.4%68,8011.5%Finance
Walmart Inc. stock logo
WMT
Walmart
$4,827,270$615 0.0%54,9871.5%Retail/Wholesale
AvalonBay Communities, Inc. stock logo
AVB
AvalonBay Communities
$4,690,269$2,575 -0.1%21,8541.5%Finance
First Solar, Inc. stock logo
FSLR
First Solar
$4,522,402$4,522,402 New Holding35,7701.4%Energy
iShares Russell 1000 Value ETF stock logo
IWD
iShares Russell 1000 Value ETF
$4,489,053$635,218 -12.4%23,8581.4%ETF
The Coca-Cola Company stock logo
KO
Coca-Cola
$4,335,087$6,016 -0.1%60,5291.4%Consumer Staples
NIKE, Inc. stock logo
NKE
NIKE
$4,158,643$306,736 8.0%65,5111.3%Consumer Discretionary
Visa Inc. stock logo
V
Visa
$3,707,8840.0%10,5801.2%Business Services
BHP Group Limited stock logo
BHP
BHP Group
$3,656,858$2,553,884 231.5%75,3371.1%Basic Materials
Starwood Property Trust, Inc. stock logo
STWD
Starwood Property Trust
$3,656,264$101,816 -2.7%184,9401.1%Finance
VICI Properties Inc. stock logo
VICI
VICI Properties
$3,656,100$298,374 8.9%112,0821.1%Finance
United Parcel Service, Inc. stock logo
UPS
United Parcel Service
$3,520,890$755,301 -17.7%32,0111.1%Transportation
Alphabet Inc. stock logo
GOOGL
Alphabet
$3,450,019$203,506 6.3%22,3101.1%Computer and Technology
Phillips 66 stock logo
PSX
Phillips 66
$3,399,405$42,601 -1.2%27,5301.1%Energy
Enbridge Inc. stock logo
ENB
Enbridge
$3,324,181$286,065 9.4%75,0211.0%Energy
Schlumberger Limited stock logo
SLB
Schlumberger
$2,572,736$64,372 2.6%61,5490.8%Energy
Micron Technology, Inc. stock logo
MU
Micron Technology
$2,545,443$112,957 4.6%29,2950.8%Computer and Technology
Airbnb, Inc. stock logo
ABNB
Airbnb
$2,394,218$58,774 2.5%20,0420.8%Consumer Discretionary
NVIDIA Co. stock logo
NVDA
NVIDIA
$2,368,357$264,993 12.6%21,8520.7%Computer and Technology
CAVA Group, Inc. stock logo
CAVA
CAVA Group
$2,226,959$613,511 -21.6%25,7720.7%Retail/Wholesale
Aflac Incorporated stock logo
AFL
Aflac
$2,211,1250.0%19,8860.7%Finance
Rio Tinto Group stock logo
RIO
Rio Tinto Group
$2,059,363$414,492 -16.8%34,2770.6%Basic Materials
Vanguard Industrials ETF stock logo
VIS
Vanguard Industrials ETF
$1,862,157$990 0.1%7,5220.6%ETF
LABCORP HOLDINGS INC
$1,861,9200.0%8,0000.6%COM SHS
Stanley Black & Decker, Inc. stock logo
SWK
Stanley Black & Decker
$1,846,295$150,456 8.9%24,0150.6%Industrials
Capital Group Dividend Value ETF stock logo
CGDV
Capital Group Dividend Value ETF
$1,799,940$771,041 74.9%50,5030.6%ETF
Stryker Co. stock logo
SYK
Stryker
$1,639,762$5,584 -0.3%4,4050.5%Medical
Salesforce, Inc. stock logo
CRM
Salesforce
$1,568,565$1,342 -0.1%5,8450.5%Computer and Technology
Netflix, Inc. stock logo
NFLX
Netflix
$1,548,0000.0%1,6600.5%Consumer Discretionary
The Home Depot, Inc. stock logo
HD
Home Depot
$1,407,793$236,037 20.1%3,8410.4%Retail/Wholesale
TEMPUS AI INC
$1,397,610$1,397,610 New Holding28,9720.4%CL A
Quest Diagnostics Incorporated stock logo
DGX
Quest Diagnostics
$1,382,0260.0%8,1680.4%Medical
iShares MSCI India ETF stock logo
INDA
iShares MSCI India ETF
$1,305,225$613,333 88.6%25,3540.4%ETF
iShares Russell 1000 Growth ETF stock logo
IWF
iShares Russell 1000 Growth ETF
$1,222,803$14,445 1.2%3,3860.4%ETF
Johnson & Johnson stock logo
JNJ
Johnson & Johnson
$1,200,312$34,825 3.0%7,2380.4%Medical
iShares U.S. Technology ETF stock logo
IYW
iShares U.S. Technology ETF
$1,129,1400.0%9,8340.4%Manufacturing
Honeywell International Inc. stock logo
HON
Honeywell International
$1,086,4900.0%5,1310.3%Multi-Sector Conglomerates
AstraZeneca PLC stock logo
AZN
AstraZeneca
$952,3400.0%12,9570.3%Medical
The Goldman Sachs Group, Inc. stock logo
GS
The Goldman Sachs Group
$861,295$123,978 16.8%1,5770.3%Finance
The Sherwin-Williams Company stock logo
SHW
Sherwin-Williams
$785,6780.0%2,2500.2%Basic Materials
Exxon Mobil Co. stock logo
XOM
Exxon Mobil
$738,794$26,284 -3.4%6,2120.2%Energy
JPMorgan Chase & Co. stock logo
JPM
JPMorgan Chase & Co.
$655,933$147,916 29.1%2,6740.2%Finance
Blackstone Inc. stock logo
BX
Blackstone
$655,848$140,199 -17.6%4,6920.2%Finance
Electronic Arts Inc. stock logo
EA
Electronic Arts
$651,0630.0%4,5050.2%Consumer Discretionary
SPDR S&P 500 ETF Trust stock logo
SPY
SPDR S&P 500 ETF Trust
$628,086$559 0.1%1,1230.2%Finance
Koninklijke Philips stock logo
PHG
Koninklijke Philips
$602,3610.0%23,7150.2%Medical
Strategy Incorporated stock logo
MSTR
Strategy
$550,0200.0%1,9080.2%Computer and Technology
Meta Platforms, Inc. stock logo
META
Meta Platforms
$502,010$87,607 21.1%8710.2%Computer and Technology
Vanguard Information Technology ETF stock logo
VGT
Vanguard Information Technology ETF
$479,907$244,021 103.4%8850.2%ETF
Uber Technologies, Inc. stock logo
UBER
Uber Technologies
$453,991$453,991 New Holding6,2310.1%Computer and Technology
PepsiCo, Inc. stock logo
PEP
PepsiCo
$451,920$5,398 -1.2%3,0140.1%Consumer Staples
WisdomTree India Earnings Fund stock logo
EPI
WisdomTree India Earnings Fund
$435,148$435,148 New Holding9,9550.1%Finance
GRAYSCALE BITCOIN TRUST ETF
$415,3290.0%6,3730.1%SHS REP COM UT
Schwab US Large-Cap ETF stock logo
SCHX
Schwab US Large-Cap ETF
$382,787$1,016 0.3%17,3360.1%ETF
Financial Select Sector SPDR Fund stock logo
XLF
Financial Select Sector SPDR Fund
$377,909$7,472 -1.9%7,5870.1%ETF
Moelis & Company stock logo
MC
Moelis & Company
$348,9930.0%5,9800.1%Finance
DraftKings Inc. stock logo
DKNG
DraftKings
$344,6540.0%10,3780.1%Consumer Discretionary
Bank of America Co. stock logo
BAC
Bank of America
$317,0650.0%7,5980.1%Finance
iShares Core S&P 500 ETF stock logo
IVV
iShares Core S&P 500 ETF
$293,3120.0%5220.1%ETF
SIRIUSXM HOLDINGS INC
$292,342$292,342 New Holding12,9670.1%COMMON STOCK
Vanguard FTSE Emerging Markets ETF stock logo
VWO
Vanguard FTSE Emerging Markets ETF
$283,030$187,570 -39.9%6,2530.1%ETF
Vanguard Short-Term Corporate Bond ETF stock logo
VCSH
Vanguard Short-Term Corporate Bond ETF
$265,2390.0%3,3600.1%ETF
Abbott Laboratories stock logo
ABT
Abbott Laboratories
$255,3520.0%1,9250.1%Medical
iShares S&P Mid-Cap 400 Growth ETF stock logo
IJK
iShares S&P Mid-Cap 400 Growth ETF
$238,5980.0%2,8650.1%ETF
LITHIUM ARGENTINA AG
$233,335$233,335 New Holding109,0350.1%COM SHS
ISHARES BITCOIN TRUST ETF
$226,3270.0%4,8350.1%SHS BEN INT
ACV Auctions Inc. stock logo
ACVA
ACV Auctions
$226,3000.0%16,0610.1%Retail/Wholesale
Danaher Co. stock logo
DHR
Danaher
$218,3250.0%1,0650.1%Medical
General Dynamics Co. stock logo
GD
General Dynamics
$0$5,272,435 -100.0%00.0%Aerospace
American Tower Co. stock logo
AMT
American Tower
$0$3,948,520 -100.0%00.0%Finance
MGM Resorts International stock logo
MGM
MGM Resorts International
$0$2,007,468 -100.0%00.0%Consumer Discretionary
Carnival Co. & plc stock logo
CCL
Carnival Co. &
$0$1,228,955 -100.0%00.0%Consumer Discretionary
Norwegian Cruise Line Holdings Ltd. stock logo
NCLH
Norwegian Cruise Line
$0$986,283 -100.0%00.0%Consumer Discretionary
Edison International stock logo
EIX
Edison International
$0$380,119 -100.0%00.0%Utilities
LITHIUM AMERICAS ARGENTINA C
$0$285,672 -100.0%00.0%COM SHS
Oracle Co. stock logo
ORCL
Oracle
$0$243,646 -100.0%00.0%Computer and Technology
PALANTIR TECHNOLOGIES INC
$0$224,924 -100.0%00.0%CL A
RH stock logo
RH
RH
$0$216,475 -100.0%00.0%Consumer Staples
VALE S A
$0$135,711 -100.0%00.0%SPONSORED ADS

Showing largest 100 holdings. View all holdings.
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