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 ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$23.3 Million 7.16% of portfolio
96,944
Q4 2024 Added 0.64%
$0
$16.7 Million 5.15% of portfolio
95,491
Q4 2024 Added 0.1%
$0
$16 Million 4.91% of portfolio
60,435
Q4 2024 Added 0.24%
$0
$8.22 Million 2.53% of portfolio
20,028
Q4 2024 Reduced 1.61%
$0
$5.13 Million 1.58% of portfolio
17,705
Q4 2024 Added 1.21%
$0
$5.1 Million 1.57% of portfolio
27,990
Q4 2024 Added 2.47%
$0
$5.04 Million 1.55% of portfolio
27,234
Q4 2024 Added 2.2%
$0
$4.22 Million 1.3% of portfolio
170,942
Q4 2024 Reduced 3.6%
$0
$1.91 Million 0.59% of portfolio
7,518
Q4 2024 Added 0.12%
$0
$1.57 Million 0.48% of portfolio
9,834
Q4 2021 New
$0
$1.34 Million 0.41% of portfolio
3,346
Q4 2024 Added 5.92%
$0
$1.02 Million 0.31% of portfolio
28,869
Q4 2024 Added 14.84%
$0
$707,000 0.22% of portfolio
13,440
Q4 2024 Added 0.11%
$0
$657,000 0.2% of portfolio
1,122
Q4 2024 Reduced 0.09%
$0
$457,000 0.14% of portfolio
10,397
Q4 2024 Added 0.63%
$0
$400,000 0.12% of portfolio
17,290
Q4 2024 Added 199.81%
$0
$307,000 0.09% of portfolio
522
Q2 2023 New
$0
$260,000 0.08% of portfolio
2,865
Q3 2024 Added 4.56%
$0
$270,000 0.08% of portfolio
435
Q4 2024 Reduced 1.36%
$0
$262,000 0.08% of portfolio
3,360
Q3 2024 Reduced 10.64%

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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