$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 100.0% .
Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
ABT | Exit | ABBOTT LABS | $0 | – | -1,925 | -100.0% | -0.09% | – |
ORCL | Exit | ORACLE CORP | $0 | – | -1,866 | -100.0% | -0.10% | – |
Exit | BROOKFIELD ASSET MANAGMT LTD | $0 | – | -7,829 | -100.0% | -0.11% | – | |
Exit | SERA PROGNOSTICS INC | $0 | – | -102,731 | -100.0% | -0.15% | – | |
PYPL | Exit | PAYPAL HLDGS INC | $0 | – | -9,805 | -100.0% | -0.29% | – |
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.