Riverview Capital Advisers, LLC Portfolio Holdings

Riverview Capital Advisers, LLC

  • $291 Million
  • Q2 2024

Riverview Capital Advisers, LLC has filed its 13F form on August 12, 2024 for Q2 2024 where it was disclosed a total value porftolio of $291 Million distributed in 83 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $21.4M, Vanguard Small Cap ETF with a value of $20.9M, Amazon Com Inc with a value of $19.3M, Berkshire Hathaway Inc Class B with a value of $17M, and Invesco S&P 500 Equal Weight E with a value of $15.6M.

Examining the 13F form we can see an increase of $9.59M in the current position value, from $281M to 291M.

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 $291 Million
ETFs: $86.6 Million
Consumer Cyclical: $40.8 Million
Technology: $39.9 Million
Real Estate: $37.9 Million
Financial Services: $26.6 Million
Industrials: $22.4 Million
Energy: $10.7 Million
Consumer Defensive: $8.09 Million
Other: $17.7 Million

Stock Holdings Table Market Cap. of $200 Billions or more

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.64T
$21.4 Million 7.36% of portfolio
101,633
Q2 2024 Added 0.0%
$1.9T
$19.3 Million 6.65% of portfolio
100,088
Q2 2024 Reduced 2.57%
$589B
$17 Million 5.84% of portfolio
41,711
Q2 2024 Reduced 0.63%
$3.1T
$10.5 Million 3.61% of portfolio
23,489
Q2 2024 Reduced 0.24%
$303B
$3.86 Million 1.33% of portfolio
60,613
Q2 2024 Reduced 1.95%
$991B
$3.85 Million 1.32% of portfolio
21,140
Q2 2024 Added 0.71%
$220B
$3.73 Million 1.28% of portfolio
55,074
Q2 2024 Reduced 1.69%
$454B
$2.78 Million 0.95% of portfolio
10,580
Q1 2024 Reduced 0.5%
$311B
$2.32 Million 0.8% of portfolio
18,801
Q2 2024 Added 1,079.49%
$288B
$1.5 Million 0.52% of portfolio
5,852
Q2 2024 Reduced 0.8%
$790B
$1.19 Million 0.41% of portfolio
6,017
Q2 2024 Added 0.59%
$320B
$1.12 Million 0.39% of portfolio
1,660
Q4 2021 New
$418B
$1.09 Million 0.37% of portfolio
3,162
Q2 2024 Added 1.12%
$419B
$1.02 Million 0.35% of portfolio
7,008
Q2 2024 Added 0.16%
$240B
$1.01 Million 0.35% of portfolio
12,957
Q4 2023 Added 0.29%
$520B
$740,000 0.25% of portfolio
6,433
Q2 2024 Added 0.72%
$1.31T
$425,000 0.15% of portfolio
843
Q2 2024 Added 8.49%
$620B
$418,000 0.14% of portfolio
2,071
Q2 2024 Reduced 3.09%
$322B
$310,000 0.11% of portfolio
7,796
Q2 2024 Reduced 0.95%
$461B
$205,000 0.07% of portfolio
1,455
Q2 2024 Reduced 22.77%

Summary

  • Portfolio
  • No. of Stocks 83
  • Current Value $291 Million
  • Prior Value $281 Million
  • Filing
  • Period Q2 2024
  • Filing Date August 12, 2024
  • Form Type 13F-HR
  • Activity in Q2 2024
  • New Purchases 7 stocks
  • Additional Purchases 29 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 25 stocks
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