$226 Million is the total value of Riverview Capital Advisers, LLC's 79 reported holdings in Q3 2023. The portfolio turnover from Q2 2023 to Q3 2023 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| AMT | New | AMERICAN TOWER CORP NEW | $3,475,322 | – | 21,133 | +100.0% | 1.54% | – |
| BUD | New | ANHEUSER BUSCH INBEV SA/NVsponsored adr | $3,464,656 | – | 62,652 | +100.0% | 1.53% | – |
| IWF | New | ISHARES TRrus 1000 grw etf | $313,341 | – | 1,178 | +100.0% | 0.14% | – |
| New | SWEETGREEN INC | $269,334 | – | 22,922 | +100.0% | 0.12% | – | |
| New | FORTREA HLDGS INC | $231,122 | – | 8,084 | +100.0% | 0.10% | – | |
| ATVI | New | ACTIVISION BLIZZARD INC | $220,031 | – | 2,350 | +100.0% | 0.10% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-11-13
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.