RC

Riverview Capital Advisers, LLC

13F
Riverview Capital Advisers, LLC
Last update 2024-08-12 83 Stocks (6 new)
Value $297.00 Mil Turnover 6 %
Countries:
Top Holdings: AAPL(7.21%)VB(7.05%)AMZN(6.52%)BRK.B(5.72%)RSP(5.26%)
Portfolio Report
Summary Stock Picks Current Portfolio
Riverview Capital Advisers, LL... Top Holdings of 2024-06-30 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
AAPL 		Apple Inc
101,633
21405.970
0%
7.210
0%
0.000
+6.64%
+18.46%
3430687.188
Hardware
VB 		Vanguard Small Cap ETF
95,921
20914.670
+1.10%
7.050
+0.08%
-
+15.03%
+18.66%
63030.413
 
AMZN 		Amazon.com Inc
100,088
19342.020
-2.57%
6.520
-0.16%
0.000
+25.56%
+37.01%
2189014.992
Retail - Cyclical
BRK.B 		Berkshire Hathaway Inc
41,711
16968.040
-0.63%
5.720
-0.04%
0.000
+7.39%
+29.93%
999724.216
Insurance
RSP 		Invesco S&P 500 Equal Weight ETF
95,026
15610.880
-0.39%
5.260
-0.02%
-
+10.70%
+16.67%
68746.622
 
VO 		Vanguard Mid-Cap ETF
60,440
14632.570
+3.94%
4.930
+0.19%
-
+13.37%
+18.94%
69967.935
 
MSFT 		Microsoft Corp
23,489
10498.200
-0.24%
3.540
-0.01%
0.000
+5.12%
+12.98%
3141534.523
Software
MGM 		MGM Resorts International
208,249
9254.570
-1.98%
3.120
-0.07%
0.070
-2.13%
-17.88%
10924.098
Travel & Leisure
BXP 		BXP Inc
148,917
9167.340
+3.05%
3.090
+0.09%
0.090
+22.06%
+23.52%
13107.377
REITs
SPG 		Simon Property Group Inc
57,668
8754.040
+0.38%
2.950
+0.01%
0.020
+16.83%
+30.43%
58410.312
REITs

Riverview Capital Advisers, LLC's Historical Top Holdings Breakdowns

Riverview Capital Advisers, LLC's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
RTX 		RTX Corp2024-06-30Sold Out
-2.33%
●
97.55 ($103.4) 108.44
$123.55
19.49%
Sold Out
0
-69,471
ES 		Eversource Energy2024-06-30New Buy
+1.67%
●
56.71 ($59.29) 61.92
$61.40
3.56%
New holding
87,528
87,528
BA 		Boeing Co2024-06-30Add
+1.58%
●
164.33 ($178.24) 191.42
$151.68
-14.90%
Add 149.97%
42,972
25,781
XPO 		XPO Inc2024-06-30Sold Out
-1.34%
●
102.37 ($112.11) 128.64
$152.23
35.79%
Sold Out
0
-32,015
CAVA 		Cava Group Inc2024-06-30Add
+0.62%
●
59.61 ($77.2) 95.39
$147.20
90.67%
Add 86.61%
42,872
19,898
INDA 		iShares MSCI India ETF2024-06-30New Buy
+0.25%
●
50.97 ($52.97) 55.8
$54.30
2.51%
New holding
13,425
13,425
CGDV 		Capital Group Dividend Value ETF2024-06-30New Buy
+0.24%
●
31.1 ($32.58) 33.37
$37.05
13.72%
New holding
22,021
22,021
ENB 		Enbridge Inc2024-06-30Reduce
-0.20%
●
32.97 ($35.72) 37.83
$42.33
18.51%
Reduce -30.57%
35,861
-15,789
PHG 		Koninklijke Philips NV2024-06-30New Buy
+0.20%
●
19.17 ($24.28) 27.98
$26.61
9.60%
New holding
23,715
23,715
VO 		Vanguard Mid-Cap ETF2024-06-30Add
+0.19%
●
234.99 ($243.07) 248.98
$276.70
13.84%
Add 3.94%
60,440
2,292

Riverview Capital Advisers, LLC Total Holding History ($B)

To

Riverview Capital Advisers, LLC's Asset Allocation

To

Riverview Capital Advisers, LLC Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

Riverview Capital Advisers, LLC's Hypothetical Growth since 2024-06-30

Riverview Capital Advisers, LLC's Yearly Returns

Year Portfolio % % Excess Gain %

Riverview Capital Advisers, LLC's Holdings Heat Map

Size field:

Riverview Capital Advisers, LLC's Holdings Bubble Chart

Riverview Capital Advisers, LLC News

  • 1

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