Riverview Capital Advisers, LLC

In its 13F for Q4 2024 (holdings as of December 31, 2024, filed February 14, 2025), Riverview Capital Advisers, LLC reported 91 stock positions worth $331.4 million. Its top holding was Apple (AAPL) at 7.4% of the portfolio, followed by Vanguard Most SM-Cap ETF-Usd (VB, 7.0%) and Amazon.com (AMZN, 6.6%). Compared with Q3 2024, it opened 9 new positions, sold out of 1, added to 16 and reduced 31. The biggest buy was a new position in General Dynamics (GD) and the biggest sale MGM Resorts International (MGM, shares −71%).

Most Recent 13F
Q2 2026
Location
BOSTON, MA
CIK
0001962933
Portfolio Value
$331.4M (Q4 2024)
SEC Filing
0001962933-25-000001 ↗ filed Feb 14, 2025

Holdings Value

0$100.0M$200.0M$300.0M$400.0M Q1 2024: $290.5M Q1 2024 Q2 2024: $296.8M Q2 2024 Q3 2024: $324.7M Q3 2024 Q4 2024: $331.4M $331.4M Q4 2024 Q1 2025: $318.2M Q1 2025 Q2 2025: $349.0M Q2 2025 Q3 2025: $345.8M Q3 2025 Q4 2025: $330.5M Q4 2025 Q1 2026: $299.7M Q1 2026 Q2 2026: $348.8M Q2 2026

Holdings 91 stocks · $331.4M
AAPL Apple Inc. 7.35% 97,287 $24.4M Reduce -4.1%
VB Vanguard Most SM-Cap ETF-Usd 7.03% 96,944 $23.3M Add +0.6%
AMZN Amazon.com Inc. 6.61% 99,818 $21.9M Reduce -0.2%
BRK.B Berkshire Hathaway Inc. Class B 5.55% 40,591 $18.4M Reduce -2.4%
RSP Invesco S&P 500 Equal Weight 5.05% 95,491 $16.7M Add +0.1%
VO Vngrd Mrngstr MD-Cap ETF-Usd 4.82% 60,435 $16.0M Add +0.2%
BXP BXP Inc. 3.39% 151,287 $11.2M Reduce -0.8%
TSLA Tesla Inc. 3.05% 25,014 $10.1M Reduce -0.0%
SPG Simon Property Group Inc. 3.01% 57,948 $10.0M Reduce -0.1%
MSFT Microsoft Corp. 2.98% 23,396 $9.9M Reduce -0.4%
SG Sweetgreen Inc. Class A 2.58% 266,438 $8.5M Reduce -2.5%
VUG Vanguard Mrngstar GR ETF-Sui 2.48% 20,028 $8.2M Reduce -1.6%
CARR Carrier Global Corp. 2.12% 102,866 $7.0M Reduce -0.3%
KMI Kinder Morgan Inc. 1.98% 239,257 $6.6M Reduce -0.0%
VIG Vanguard Dividend Apprec ETF 1.65% 27,990 $5.5M Add +2.5%
GD General Dynamics Corp. 1.59% 20,010 $5.3M New
VTI VG Morningstar TS MKT ETF-US 1.55% 17,705 $5.1M Add +1.2%
ES Eversource Energy 1.54% 89,083 $5.1M Reduce -1.6%
IWD iShares Russell 1000 Value E 1.52% 27,234 $5.0M Add +2.2%
WMT Walmart Inc. 1.50% 54,980 $5.0M Reduce -0.2%
UPS United Parcel Service Class B 1.48% 38,878 $4.9M Reduce -0.5%
VMRK Vivmark Residential filed as EQUITY RESIDENTIAL 1.45% 67,191 $4.8M Reduce -0.1%
AVB Avalonbay Communities Inc. 1.45% 21,866 $4.8M Reduce -0.2%
NKE Nike Inc. Class B 1.39% 60,679 $4.6M New
CGXU Cap Group Intl Focus filed as CAPITAL GROUP INTL FOCUS EQT 1.27% 170,942 $4.2M Reduce -3.6%
GOOGL Alphabet Inc. Class A 1.20% 20,994 $4.0M No change
AMT American Tower Corp. 1.19% 21,528 $3.9M Reduce -0.4%
KO The Coca-Cola Co. 1.14% 60,613 $3.8M No change
CAVA Cava Group Inc. 1.12% 32,872 $3.7M No change
STWD Starwood Property Trust Inc. 1.09% 190,090 $3.6M Reduce -5.1%
V Visa Inc. Class A 1.01% 10,580 $3.3M No change
PSX Phillips 66 0.96% 27,875 $3.2M Reduce -0.4%
VICI Vici Properties Inc. filed as VICI PPTYS INC 0.91% 102,935 $3.0M Reduce -3.4%
ENB Enbridge Inc. 0.88% 68,565 $2.9M Reduce -1.1%
NVDA Nvidia Corp. 0.79% 19,407 $2.6M Add +0.2%
ABNB Airbnb Inc. Class A 0.78% 19,550 $2.6M No change
RIO Rio Tinto PLC-Spon ADR 0.73% 41,176 $2.4M Reduce -39.4%
MU Micron Technology Inc. 0.71% 27,995 $2.4M No change
SLB SLB Ltd. filed as SCHLUMBERGER LTD 0.69% 60,009 $2.3M New
AFL Aflac Inc. 0.62% 19,886 $2.1M No change
MGM MGM Resorts International 0.61% 57,936 $2.0M Reduce -70.5%
CRM Salesforce Inc. 0.59% 5,850 $2.0M No change
VIS Vanguard Industrials ETF 0.58% 7,518 $1.9M Add +0.1%
LH Labcorp Holdings Inc. 0.55% 8,000 $1.8M No change
SWK Stanley Black & Decker Inc. 0.53% 22,058 $1.8M Reduce -8.7%
SYK Stryker Corp. 0.48% 4,420 $1.6M No change
NFLX Netflix Inc. 0.45% 1,660 $1.5M No change
IWF iShares Russell 1000 Growth 0.41% 3,346 $1.3M Add +5.9%
HD Home Depot Inc. 0.38% 3,197 $1.2M Add +0.5%
DGX Quest Diagnostics Inc. 0.37% 8,168 $1.2M No change
CCL Carnival Corp. 0.37% 49,316 $1.2M Reduce -37.8%
HON Honeywell International Inc. 0.35% 5,131 $1.2M No change
IYW iShares Ustechnology ETF 0.34% 9,834 $1.1M No change
BHP BHP Group Ltd.-Spon ADR 0.33% 22,723 $1.1M New
CGDV Cap Group Dividend Value filed as CAPITAL GROUP DIVIDEND VALUE 0.31% 28,869 $1.0M Add +14.8%
JNJ Johnson & Johnson 0.31% 7,028 $1.0M Add +0.1%
NCLH Norwegian Cruise Line Holdin 0.30% 38,332 $986K No change
BX Blackstone Inc. 0.30% 5,695 $982K No change
AZN Astrazeneca PLC-Spons ADR 0.26% 12,957 $849K No change
GS Goldman Sachs Group Inc. 0.23% 1,350 $773K Add +0.1%
SHW The Sherwin-Williams Co. 0.23% 2,250 $765K No change
INDA iShares MSCI India ETF 0.21% 13,440 $707K Add +0.1%
XOM Exxon Mobil Corp. 0.21% 6,433 $692K No change
EA Electronic Arts Inc. 0.20% 4,505 $659K No change
SPY SS SPDR S&P 500 ETF Trust-US 0.20% 1,122 $658K Reduce -0.1%
PHG Koninklijke Philips NVR- NY 0.18% 23,715 $600K No change
MSTR Strategy Inc. filed as MICROSTRATEGY INC 0.17% 1,908 $553K Reduce -6.0%
JPM JPMorgan Chase & Co. 0.15% 2,071 $496K No change
GBTC Grayscale Bitcoin Trust ETF 0.14% 6,373 $472K No change
PEP Pepsico Inc. 0.14% 3,050 $464K No change
VWO Vanguard Ftse Emerging Marke 0.14% 10,397 $458K Add +0.6%
MC Moelis & Co. Class A 0.13% 5,980 $442K No change
META Meta Platforms Inc. Class A 0.13% 719 $421K Reduce -0.6%
SCHX Schwab US Large-Cap ETF 0.12% 17,290 $401K No change
DKNG Draftkings Inc. Class A 0.12% 10,378 $386K No change
EIX Edison International 0.11% 4,761 $380K No change
XLF SS Financial Select Sector 0.11% 7,737 $374K Reduce -0.2%
ACVA Acv Auctions Inc. Class A 0.10% 16,061 $347K New
BAC Bank of America Corp. filed as BANK AMERICA CORP 0.10% 7,598 $334K No change
IVV iShares Core S&P 500 ETF 0.09% 522 $307K No change
LAR Lithium Americas Argentina C 0.09% 109,035 $286K No change
VGT Vanguard Info Tech ETF 0.08% 435 $270K Reduce -1.4%
VCSH Vanguard S/T Corp. Bond ETF 0.08% 3,360 $262K No change
IJK iShares S&P Mid-Cap 400 Grow 0.08% 2,865 $261K No change
IBIT iShares Bitcoin Trust ETF 0.08% 4,835 $256K New
DHR Danaher Corp. 0.07% 1,065 $244K No change
ORCL Oracle Corp. 0.07% 1,462 $244K Add +0.2%
PLTR Palantir Technologies Inc. Class A 0.07% 2,974 $225K New
ABT Abbott Laboratories 0.07% 1,925 $218K No change
RH RH 0.07% 550 $216K New
VALE S A 0.04% 15,300 $136K New

Portfolio Sells Q3 2024 → Q4 2024
MGM MGM Resorts International Reduce -70.5% 0.61% −1.76
RIO Rio Tinto PLC-Spon ADR Reduce -39.4% 0.73% −0.76
CARR Carrier Global Corp. Reduce -0.3% 2.12% −0.44
SG Sweetgreen Inc. Class A Reduce -2.5% 2.58% −0.41
BXP BXP Inc. Reduce -0.8% 3.39% −0.39
AMT American Tower Corp. Reduce -0.4% 1.19% −0.36
ES Eversource Energy Reduce -1.6% 1.54% −0.35
BRK.B Berkshire Hathaway Inc. Class B Reduce -2.4% 5.55% −0.34
SWK Stanley Black & Decker Inc. Reduce -8.7% 0.53% −0.29
CGXU Cap Group Intl Focus Reduce -3.6% 1.27% −0.20
VICI Vici Properties Inc. Reduce -3.4% 0.91% −0.19
PSX Phillips 66 Reduce -0.4% 0.96% −0.17
STWD Starwood Property Trust Inc. Reduce -5.1% 1.09% −0.17
UPS United Parcel Service Class B Reduce -0.5% 1.48% −0.16
MSFT Microsoft Corp. Reduce -0.4% 2.98% −0.14
VMRK Vivmark Residential Reduce -0.1% 1.45% −0.09
CCL Carnival Corp. Reduce -37.8% 0.37% −0.08
AVB Avalonbay Communities Inc. Reduce -0.2% 1.45% −0.07
SVC Service Pptys TR Sold out 0.00% −0.01
SPG Simon Property Group Inc. Reduce -0.1% 3.01% −0.01
META Meta Platforms Inc. Class A Reduce -0.6% 0.13% −0.00
SPY SS SPDR S&P 500 ETF Trust-US Reduce -0.1% 0.20% 0.00
VGT Vanguard Info Tech ETF Reduce -1.4% 0.08% +0.00
XLF SS Financial Select Sector Reduce -0.2% 0.11% +0.00
ENB Enbridge Inc. Reduce -1.1% 0.88% +0.01
MSTR Strategy Inc. Reduce -6.0% 0.17% +0.06
AAPL Apple Inc. Reduce -4.1% 7.35% +0.07
VUG Vanguard Mrngstar GR ETF-Sui Reduce -1.6% 2.48% +0.07
WMT Walmart Inc. Reduce -0.2% 1.50% +0.13
KMI Kinder Morgan Inc. Reduce -0.0% 1.98% +0.35
AMZN Amazon.com Inc. Reduce -0.2% 6.61% +0.87
TSLA Tesla Inc. Reduce -0.0% 3.05% +1.03

Portfolio Buys Q3 2024 → Q4 2024
GD General Dynamics Corp. New 1.59% +1.59
NKE Nike Inc. Class B New 1.39% +1.39
SLB SLB Ltd. New 0.69% +0.69
BHP BHP Group Ltd.-Spon ADR New 0.33% +0.33
ACVA Acv Auctions Inc. Class A New 0.10% +0.10
IBIT iShares Bitcoin Trust ETF New 0.08% +0.08
PLTR Palantir Technologies Inc. Class A New 0.07% +0.07
RH RH New 0.07% +0.07
NVDA Nvidia Corp. Add +0.2% 0.79% +0.06
VALE S A New 0.04% +0.04
IWF iShares Russell 1000 Growth Add +5.9% 0.41% +0.04
GS Goldman Sachs Group Inc. Add +0.1% 0.23% +0.03
CGDV Cap Group Dividend Value Add +14.8% 0.31% +0.03
VTI VG Morningstar TS MKT ETF-US Add +1.2% 1.55% +0.02
ORCL Oracle Corp. Add +0.2% 0.07% −0.00
VB Vanguard Most SM-Cap ETF-Usd Add +0.6% 7.03% −0.01
VIG Vanguard Dividend Apprec ETF Add +2.5% 1.65% −0.01
VWO Vanguard Ftse Emerging Marke Add +0.6% 0.14% −0.01
HD Home Depot Inc. Add +0.5% 0.38% −0.02
VIS Vanguard Industrials ETF Add +0.1% 0.58% −0.02
INDA iShares MSCI India ETF Add +0.1% 0.21% −0.03
IWD iShares Russell 1000 Value E Add +2.2% 1.52% −0.04
JNJ Johnson & Johnson Add +0.1% 0.31% −0.04
VO Vngrd Mrngstr MD-Cap ETF-Usd Add +0.2% 4.82% −0.08
RSP Invesco S&P 500 Equal Weight Add +0.1% 5.05% −0.22

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 88$348.8MAMZN, BRK.B, AAPL, MU, VO
Q1 2026 86$299.7MBRK.B, AMZN, AAPL, VO, TSLA
Q4 2025 91$330.5MAMZN, BRK.B, AAPL, VO, VB
Q3 2025 98$345.8MBRK.B, AMZN, AAPL, VO, VB
Q2 2025 96$349.0MBRK.B, AMZN, AAPL, RSP, VO
Q1 2025 88$318.2MBRK.B, AAPL, AMZN, RSP, VO
Q4 2024 91$331.4MAAPL, VB, AMZN, BRK.B, RSP
Q3 2024 83$324.7MAAPL, VB, BRK.B, AMZN, RSP
Q2 2024 83$296.8MAAPL, VB, AMZN, BRK.B, RSP
Q1 2024 80$290.5MVB, AMZN, BRK.B, AAPL, RSP