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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 $349.02 million in total holdings as of June 30, 2025.
  • Riverview Capital Advisers, LLC owns shares of 97 different stocks, but just 34 companies or ETFs make up 80% of its holdings.
  • Approximately 10.87% of the portfolio was purchased this quarter.
  • About 6.09% of the portfolio was sold this quarter.
  • This quarter, Riverview Capital Advisers, LLC has purchased 88 new stocks and bought additional shares in 20 stocks.
  • Riverview Capital Advisers, LLC sold shares of 52 stocks and completely divested from 2 stocks this quarter.

Largest Holdings

Berkshire Hathaway
$25,420,830
Amazon.com
$25,383,656
Apple
$18,607,344

Largest New Holdings this Quarter

911363109 - United Rentals
$5,398,865 Holding
783549108 - Ryder System
$4,623,561 Holding
889478103 - Toll Brothers
$2,785,229 Holding
59001A102 - Meritage Homes
$1,555,379 Holding
68389X105 - Oracle
$301,458 Holding

Largest Purchases this Quarter

United Rentals
7,166 shares (about $5.40M)
Berkshire Hathaway
10,725 shares (about $5.21M)
Ryder System
29,079 shares (about $4.62M)
Home Depot
12,537 shares (about $4.60M)
Amazon.com
15,790 shares (about $3.46M)

Largest Sales this Quarter

NIKE
57,966 shares (about $4.12M)
Vanguard Small-Cap ETF
10,673 shares (about $2.53M)
Eversource Energy
25,765 shares (about $1.64M)
Sweetgreen
97,451 shares (about $1.45M)
Starwood Property Trust
58,335 shares (about $1.17M)

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
$25,420,830$5,209,883 25.8%52,3317.3%Finance
Amazon.com, Inc. stock logo
AMZN
Amazon.com
$25,383,656$3,464,170 15.8%115,7017.3%Retail/Wholesale
Apple Inc. stock logo
AAPL
Apple
$18,607,344$958,763 -4.9%90,6925.3%Computer and Technology
Invesco S&P 500 Equal Weight ETF stock logo
RSP
Invesco S&P 500 Equal Weight ETF
$18,593,281$825,282 4.6%102,3075.3%ETF
Vanguard Mid-Cap ETF stock logo
VO
Vanguard Mid-Cap ETF
$17,561,633$244,013 -1.4%62,7585.0%ETF
Vanguard Small-Cap ETF stock logo
VB
Vanguard Small-Cap ETF
$12,604,841$2,529,310 -16.7%53,1893.6%ETF
Microsoft Corporation stock logo
MSFT
Microsoft
$11,009,249$130,820 1.2%22,1333.2%Computer and Technology
Carrier Global Corporation stock logo
CARR
Carrier Global
$10,244,938$2,649,118 34.9%139,9772.9%Construction
BXP, Inc. stock logo
BXP
BXP
$9,059,412$1,049,160 -10.4%134,2732.6%Finance
Tesla, Inc. stock logo
TSLA
Tesla
$9,039,333$1,093,386 13.8%28,4562.6%Auto/Tires/Trucks
Vanguard Growth ETF stock logo
VUG
Vanguard Growth ETF
$8,757,387$120,559 1.4%19,9762.5%ETF
Simon Property Group, Inc. stock logo
SPG
Simon Property Group
$8,698,491$344,667 -3.8%54,1092.5%Finance
Park Hotels & Resorts Inc. stock logo
PK
Park Hotels & Resorts
$6,920,555$2,203,031 46.7%676,4962.0%Finance
Kinder Morgan, Inc. stock logo
KMI
Kinder Morgan
$6,689,278$292,678 -4.2%227,5261.9%Energy
Vanguard Dividend Appreciation ETF stock logo
VIG
Vanguard Dividend Appreciation ETF
$6,192,213$222,473 3.7%30,2551.8%ETF
The Home Depot, Inc. stock logo
HD
Home Depot
$6,004,659$4,596,435 326.4%16,3781.7%Retail/Wholesale
First Solar, Inc. stock logo
FSLR
First Solar
$5,873,856$47,510 -0.8%35,4831.7%Energy
Capital Group International Focus Equity ETF stock logo
CGXU
Capital Group International Focus Equity ETF
$5,685,797$22,301 -0.4%209,5761.6%ETF
United Rentals, Inc. stock logo
URI
United Rentals
$5,398,865$5,398,865 New Holding7,1661.5%Construction
Vanguard Total Stock Market ETF stock logo
VTI
Vanguard Total Stock Market ETF
$5,370,604$85,402 -1.6%17,6711.5%ETF
Walmart Inc. stock logo
WMT
Walmart
$5,344,980$31,681 -0.6%54,6631.5%Retail/Wholesale
Equity Residential stock logo
EQR
Equity Residential
$4,631,579$11,811 -0.3%68,6261.3%Finance
Ryder System, Inc. stock logo
R
Ryder System
$4,623,561$4,623,561 New Holding29,0791.3%Transportation
iShares Russell 1000 Value ETF stock logo
IWD
iShares Russell 1000 Value ETF
$4,595,556$38,458 -0.8%23,6601.3%ETF
AvalonBay Communities, Inc. stock logo
AVB
AvalonBay Communities
$4,387,929$59,423 -1.3%21,5621.3%Finance
Eversource Energy stock logo
ES
Eversource Energy
$4,219,788$1,639,170 -28.0%66,3281.2%Utilities
Public Storage stock logo
PSA
Public Storage
$4,168,087$1,074,518 -20.5%14,2051.2%Finance
CocaCola Company (The) stock logo
KO
CocaCola
$4,023,694$258,733 -6.0%56,8721.2%Consumer Staples
Alphabet Inc. stock logo
GOOGL
Alphabet
$3,908,107$23,615 -0.6%22,1761.1%Computer and Technology
Sweetgreen, Inc. stock logo
SG
Sweetgreen
$3,737,901$1,450,071 -28.0%251,2031.1%Retail/Wholesale
Visa Inc. stock logo
V
Visa
$3,725,912$30,534 -0.8%10,4941.1%Business Services
NVIDIA Corporation stock logo
NVDA
NVIDIA
$3,443,327$9,005 -0.3%21,7951.0%Computer and Technology
Micron Technology, Inc. stock logo
MU
Micron Technology
$3,392,457$218,153 -6.0%27,5251.0%Computer and Technology
United Parcel Service, Inc. stock logo
UPS
United Parcel Service
$3,379,270$148,079 4.6%33,4781.0%Transportation
Enbridge Inc stock logo
ENB
Enbridge
$3,290,368$109,584 -3.2%72,6030.9%Energy
Schlumberger Limited stock logo
SLB
Schlumberger
$3,093,207$1,012,851 48.7%91,5150.9%Energy
BHP Group Limited Sponsored ADR stock logo
BHP
BHP Group
$3,037,846$585,111 -16.2%63,1700.9%Basic Materials
TEMPUS AI INC
$2,950,862$1,109,981 60.3%46,4410.8%CL A
VICI Properties Inc. stock logo
VICI
VICI Properties
$2,890,204$763,651 -20.9%88,6570.8%Finance
Toll Brothers Inc. stock logo
TOL
Toll Brothers
$2,785,229$2,785,229 New Holding24,4040.8%Construction
Airbnb, Inc. stock logo
ABNB
Airbnb
$2,616,230$36,129 -1.4%19,7690.7%Consumer Discretionary
Starwood Property Trust, Inc. stock logo
STWD
Starwood Property Trust
$2,540,962$1,170,783 -31.5%126,6050.7%Finance
Phillips 66 stock logo
PSX
Phillips 66
$2,534,887$749,443 -22.8%21,2480.7%Energy
Netflix, Inc. stock logo
NFLX
Netflix
$2,186,800$36,157 -1.6%1,6330.6%Consumer Discretionary
CAVA Group, Inc. stock logo
CAVA
CAVA Group
$2,170,7760.0%25,7720.6%Retail/Wholesale
Aflac Incorporated stock logo
AFL
Aflac
$2,096,545$633 0.0%19,8800.6%Finance
Vanguard Industrials ETF stock logo
VIS
Vanguard Industrials ETF
$2,080,574$26,046 -1.2%7,4290.6%ETF
Capital Group Dividend Value ETF stock logo
CGDV
Capital Group Dividend Value ETF
$2,020,534$26,182 1.3%51,1660.6%ETF
LABCORP HOLDINGS INC
$1,943,625$156,456 -7.5%7,4040.6%COM SHS
Stryker Corporation stock logo
SYK
Stryker
$1,708,726$34,024 -2.0%4,3190.5%Medical
Salesforce Inc. stock logo
CRM
Salesforce
$1,596,055$2,182 0.1%5,8530.5%Computer and Technology
Meritage Homes Corporation stock logo
MTH
Meritage Homes
$1,555,379$1,555,379 New Holding23,2250.4%Construction
iShares MSCI India ETF stock logo
INDA
iShares MSCI India ETF
$1,443,560$31,849 2.3%25,9260.4%ETF
iShares Russell 1000 Growth ETF stock logo
IWF
iShares Russell 1000 Growth ETF
$1,356,834$80,663 -5.6%3,1960.4%ETF
Rio Tinto PLC stock logo
RIO
Rio Tinto
$1,261,270$738,108 -36.9%21,6230.4%Basic Materials
iShares U.S. Technology ETF stock logo
IYW
iShares U.S. Technology ETF
$1,129,1400.0%9,8340.3%Manufacturing
The Goldman Sachs Group, Inc. stock logo
GS
The Goldman Sachs Group
$1,102,867$13,450 -1.2%1,5580.3%Finance
Honeywell International Inc. stock logo
HON
Honeywell International
$1,101,756$93,152 -7.8%4,7310.3%Multi-Sector Conglomerates
Johnson & Johnson stock logo
JNJ
Johnson & Johnson
$1,092,119$13,441 -1.2%7,1500.3%Medical
Quest Diagnostics Incorporated stock logo
DGX
Quest Diagnostics
$1,090,175$377,044 -25.7%6,0690.3%Medical
Stanley Black & Decker, Inc. stock logo
SWK
Stanley Black & Decker
$1,044,860$582,187 -35.8%15,4220.3%Industrials
AstraZeneca PLC stock logo
AZN
AstraZeneca
$837,932$67,504 -7.5%11,9910.2%Medical
JPMorgan Chase & Co. stock logo
JPM
JPMorgan Chase & Co.
$775,2200.0%2,6740.2%Finance
MicroStrategy Incorporated stock logo
MSTR
MicroStrategy
$771,2710.0%1,9080.2%Computer and Technology
The Sherwin-Williams Company stock logo
SHW
Sherwin-Williams
$714,876$57,685 -7.5%2,0820.2%Basic Materials
Blackstone Inc. stock logo
BX
Blackstone
$698,090$3,740 -0.5%4,6670.2%Finance
SPDR S&P 500 ETF Trust stock logo
SPY
SPDR S&P 500 ETF Trust
$684,757$9,270 -1.3%1,1080.2%Finance
Exxon Mobil Corporation stock logo
XOM
Exxon Mobil
$669,6540.0%6,2120.2%Energy
Electronic Arts Inc. stock logo
EA
Electronic Arts
$665,630$53,819 -7.5%4,1680.2%Consumer Discretionary
Meta Platforms, Inc. stock logo
META
Meta Platforms
$642,8770.0%8710.2%Computer and Technology
Koninklijke Philips N.V. stock logo
PHG
Koninklijke Philips
$592,738$24,052 4.2%24,7180.2%Medical
Vanguard Information Technology ETF stock logo
VGT
Vanguard Information Technology ETF
$587,0240.0%8850.2%ETF
Uber Technologies, Inc. stock logo
UBER
Uber Technologies
$581,3530.0%6,2310.2%Computer and Technology
GRAYSCALE BITCOIN TRUST ETF
$540,6220.0%6,3730.2%SHS REP COM UT
NIKE, Inc. stock logo
NKE
NIKE
$536,003$4,117,952 -88.5%7,5450.2%Consumer Discretionary
DraftKings Inc. stock logo
DKNG
DraftKings
$445,1130.0%10,3780.1%Consumer Discretionary
Schwab US Large-Cap ETF stock logo
SCHX
Schwab US Large-Cap ETF
$424,806$1,124 0.3%17,3820.1%ETF
WisdomTree India Earnings Fund stock logo
EPI
WisdomTree India Earnings Fund
$420,363$52,219 -11.0%8,8550.1%Finance
PepsiCo, Inc. stock logo
PEP
PepsiCo
$404,626$6,603 1.7%3,0640.1%Consumer Staples
Financial Select Sector SPDR Fund stock logo
XLF
Financial Select Sector SPDR Fund
$397,3320.0%7,5870.1%ETF
ISHARES BITCOIN TRUST ETF
$356,120$60,169 20.3%5,8180.1%SHS BEN INT
Oracle Corporation stock logo
ORCL
Oracle
$301,458$301,458 New Holding1,3790.1%Computer and Technology
SIRIUSXM HOLDINGS INC
$297,8520.0%12,9670.1%COMMON STOCK
Vanguard FTSE Emerging Markets ETF stock logo
VWO
Vanguard FTSE Emerging Markets ETF
$289,144$20,130 -6.5%5,8460.1%ETF
ACV Auctions Inc. stock logo
ACVA
ACV Auctions
$260,5100.0%16,0610.1%Retail/Wholesale
Moelis & Company stock logo
MC
Moelis & Company
$251,399$121,275 -32.5%4,0340.1%Finance
iShares Core S&P 500 ETF stock logo
IVV
iShares Core S&P 500 ETF
$245,877$78,234 -24.1%3960.1%ETF
Vanguard Short-Term Corporate Bond ETF stock logo
VCSH
Vanguard Short-Term Corporate Bond ETF
$235,320$31,800 -11.9%2,9600.1%ETF
LITHIUM ARGENTINA AG
$226,7930.0%109,0350.1%COM SHS
Bank of America Corporation stock logo
BAC
Bank of America
$212,846$146,692 -40.8%4,4980.1%Finance
Danaher Corporation stock logo
DHR
Danaher
$205,640$4,741 -2.3%1,0410.1%Medical
First Trust Nasdaq Cybersecurity ETF stock logo
CIBR
First Trust Nasdaq Cybersecurity ETF
$201,690$201,690 New Holding2,6690.1%Manufacturing
CELLECTAR BIOSCIENCES INC
$74,655$74,655 New Holding10,5000.0%COM NEW
Sera Prognostics, Inc. stock logo
SERA
Sera Prognostics
$35,271$35,271 New Holding12,7330.0%Medical
Imunon, Inc. stock logo
IMNN
Imunon
$9,372$9,372 New Holding11,7150.0%Medical
DIGIASIA CORP
$9,286$9,286 New Holding16,2740.0%SHS
STSSW
Sharps Technology
$677$677 New Holding22,6370.0%Medical
Abbott Laboratories stock logo
ABT
Abbott Laboratories
$0$255,352 -100.0%00.0%Medical
iShares S&P Mid-Cap 400 Growth ETF stock logo
IJK
iShares S&P Mid-Cap 400 Growth ETF
$0$238,598 -100.0%00.0%ETF

Showing largest 100 holdings. View all holdings.
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