Riverview Capital Advisers, LLC Portfolio Holdings

Riverview Capital Advisers, LLC

  • $325 Million
  • Q4 2024

Riverview Capital Advisers, LLC has filed its 13F form on February 14, 2025 for Q4 2024 where it was disclosed a total value porftolio of $325 Million distributed in 91 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $24.4M, Vanguard Small Cap ETF with a value of $23.3M, Amazon Com Inc with a value of $21.9M, Berkshire Hathaway Inc Class B with a value of $18.4M, and Invesco S&P 500 Equal Weight E with a value of $16.7M.

Examining the 13F form we can see an increase of $6.94M in the current position value, from $318M to 325M.

Riverview Capital Advisers, LLC is based out at Boston, MA

Below you can find more details about Riverview Capital Advisers, LLC portfolio as well as his latest detailed transactions.

Portfolio value $325 Million
ETFs: $93.7 Million
Consumer Cyclical: $54.1 Million
Technology: $42.2 Million
Real Estate: $41.4 Million
Financial Services: $26.8 Million
Industrials: $20.1 Million
Energy: $15.6 Million
Consumer Defensive: $9.2 Million
Other: $22 Million

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.55T
$24.4 Million 7.49% of portfolio
97,287
Q4 2024 Reduced 4.07%
$2T
$21.9 Million 6.74% of portfolio
99,818
Q4 2024 Reduced 0.19%
$646B
$18.4 Million 5.66% of portfolio
40,591
Q4 2024 Reduced 2.41%
$10.3B
$11.2 Million 3.46% of portfolio
151,287
Q4 2024 Reduced 0.81%
$728B
$10.1 Million 3.11% of portfolio
25,014
Q4 2024 Reduced 0.01%
$53.5B
$9.98 Million 3.07% of portfolio
57,948
Q4 2024 Reduced 0.05%
$2.84T
$9.86 Million 3.03% of portfolio
23,396
Q4 2024 Reduced 0.4%
$2.4B
$8.54 Million 2.63% of portfolio
266,438
Q4 2024 Reduced 2.53%
$54.9B
$7.02 Million 2.16% of portfolio
102,866
Q4 2024 Reduced 0.29%
$59.4B
$6.56 Million 2.02% of portfolio
239,257
Q4 2024 Reduced 0.03%
$72.5B
$5.27 Million 1.62% of portfolio
20,010
Q4 2024 New
$21B
$5.12 Million 1.57% of portfolio
89,083
Q4 2024 Reduced 1.55%
$237B
$4.97 Million 1.53% of portfolio
54,980
Q4 2024 Reduced 0.18%
$84.9B
$4.9 Million 1.51% of portfolio
38,878
Q4 2024 Reduced 0.53%
$26.4B
$4.82 Million 1.48% of portfolio
67,191
Q4 2024 Reduced 0.06%
$29.8B
$4.81 Million 1.48% of portfolio
21,866
Q4 2024 Reduced 0.21%
$980B
$3.97 Million 1.22% of portfolio
20,994
Q3 2024 Reduced 0.69%
$97.7B
$3.95 Million 1.21% of portfolio
21,528
Q4 2024 Reduced 0.37%
$307B
$3.77 Million 1.16% of portfolio
60,613
Q2 2024 Reduced 1.95%
$6.14B
$3.6 Million 1.11% of portfolio
190,090
Q4 2024 Reduced 5.07%
$543B
$3.34 Million 1.03% of portfolio
10,580
Q1 2024 Reduced 0.5%
$59.4B
$3.18 Million 0.98% of portfolio
27,875
Q4 2024 Reduced 0.36%
$31.2B
$3.01 Million 0.92% of portfolio
102,935
Q4 2024 Reduced 3.36%
$85.6B
$2.91 Million 0.89% of portfolio
68,565
Q4 2024 Reduced 1.09%
$271B
$2.61 Million 0.8% of portfolio
19,407
Q4 2024 Added 0.18%
$50.1B
$2.57 Million 0.79% of portfolio
19,550
Q3 2024 New
$100B
$2.42 Million 0.74% of portfolio
41,176
Q4 2024 Reduced 39.37%
$96.8B
$2.36 Million 0.72% of portfolio
27,995
Q2 2024 Added 0.04%
$56.8B
$2.3 Million 0.71% of portfolio
60,009
Q4 2024 New
$67.2B
$2.06 Million 0.63% of portfolio
19,886
Q1 2024 Reduced 0.25%
$12.3B
$2.01 Million 0.62% of portfolio
57,936
Q4 2024 Reduced 70.52%
$277B
$1.96 Million 0.6% of portfolio
5,850
Q3 2024 Reduced 0.03%
$12.3B
$1.77 Million 0.54% of portfolio
22,058
Q4 2024 Reduced 8.69%
$138B
$1.59 Million 0.49% of portfolio
4,420
Q2 2024 Reduced 0.56%
$398B
$1.48 Million 0.45% of portfolio
1,660
Q4 2021 New
$377B
$1.24 Million 0.38% of portfolio
3,197
Q4 2024 Added 0.53%
$21.3B
$1.23 Million 0.38% of portfolio
49,316
Q4 2024 Reduced 37.78%
$140B
$1.16 Million 0.36% of portfolio
5,131
Q4 2023 Added 0.49%
$15.6B
$1.12 Million 0.34% of portfolio
8,168
Q4 2021 New
$126B
$1.11 Million 0.34% of portfolio
22,723
Q4 2024 New
$434B
$1.02 Million 0.31% of portfolio
7,028
Q4 2024 Added 0.14%
$7.91B
$986,000 0.3% of portfolio
38,332
Q4 2023 Reduced 42.21%
$97.9B
$981,000 0.3% of portfolio
5,695
Q3 2024 Reduced 0.87%
$230B
$848,000 0.26% of portfolio
12,957
Q4 2023 Added 0.29%
$181B
$773,000 0.24% of portfolio
1,350
Q4 2024 Added 0.15%
$91.5B
$764,000 0.23% of portfolio
2,250
Q4 2021 New
$455B
$691,000 0.21% of portfolio
6,433
Q2 2024 Added 0.72%
$38.3B
$659,000 0.2% of portfolio
4,505
Q4 2021 New
$23.7B
$600,000 0.18% of portfolio
23,715
Q2 2024 New

Summary

  • Portfolio
  • No. of Stocks 91
  • Current Value $325 Million
  • Prior Value $318 Million
  • Filing
  • Period Q4 2024
  • Filing Date February 14, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 9 stocks
  • Additional Purchases 17 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 31 stocks
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