$232 Million is the total value of Riverview Capital Advisers, LLC's 80 reported holdings in Q1 2023. The portfolio turnover from Q4 2022 to Q1 2023 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| GOLD | New | BARRICK GOLD CORP | $10,192,951 | – | 548,893 | +100.0% | 4.39% | – |
| BAC | New | BANK AMERICA CORP | $6,097,422 | – | 213,197 | +100.0% | 2.62% | – |
| SCHW | New | SCHWAB CHARLES CORP | $5,650,860 | – | 107,882 | +100.0% | 2.43% | – |
| FTNT | New | FORTINET INC | $4,421,252 | – | 66,525 | +100.0% | 1.90% | – |
| ADBE | New | ADOBE SYSTEMS INCORPORATED | $3,717,280 | – | 9,646 | +100.0% | 1.60% | – |
| SHAK | New | SHAKE SHACK INCcl a | $2,394,172 | – | 43,146 | +100.0% | 1.03% | – |
| DIS | New | DISNEY WALT CO | $210,053 | – | 2,098 | +100.0% | 0.09% | – |
| ATVI | New | ACTIVISION BLIZZARD INC | $201,137 | – | 2,350 | +100.0% | 0.09% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-05-03
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| APPLE INC | 8 | Q3 2023 | 9.3% |
| BERKSHIRE HATHAWAY INC DEL | 8 | Q3 2023 | 7.2% |
| VANGUARD INDEX FDS | 8 | Q3 2023 | 5.9% |
| AMAZON COM INC | 8 | Q3 2023 | 5.9% |
| UNITED PARCEL SERVICE INC | 8 | Q3 2023 | 4.1% |
| VANGUARD INDEX FDS | 8 | Q3 2023 | 2.8% |
| VANGUARD INDEX FDS | 8 | Q3 2023 | 2.8% |
| MICROSOFT CORP | 8 | Q3 2023 | 3.5% |
| VANGUARD SPECIALIZED FUNDS | 8 | Q3 2023 | 2.3% |
| WALMART INC | 8 | Q3 2023 | 2.9% |
View Riverview Capital Advisers, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-02-12 |
| 13F-HR | 2023-11-13 |
| 13F-HR | 2023-08-04 |
| 13F-HR | 2023-05-03 |
| 13F-HR | 2023-02-08 |
| 13F-HR | 2023-02-08 |
| 13F-HR | 2023-02-07 |
| 13F-HR | 2023-02-07 |
| 13F-HR | 2023-02-07 |
View Riverview Capital Advisers, LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.