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RCA

Riverview Capital Advisers Portfolio holdings

AUM $300M
1-Year Est. Return 10.98%
This Fund
S&P 500
This Quarter Est. Return
+2%
1 Year Est. Return
+10.98%
3 Year Est. Return
+57.52%
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$331M
AUM Growth
+$6.77M
Cap. Flow
+$5.44M
Cap. Flow %
1.64%
Top 10 Hldgs %
48.83%
Holding
92
New
9
Increased
16
Reduced
32
Closed
1

Top Buys

Rank Stock Value
1
GD icon
General Dynamics
GD
+$5.76M
2
NKE icon
Nike
NKE
+$4.77M
3
SLB icon
SLB Ltd
SLB
+$2.52M
4
BHP icon
BHP
BHP
+$1.24M
5
ACVA icon
ACV Auctions
ACVA
+$325K

Top Sells

Rank Stock Value
1
MGM icon
MGM Resorts International
MGM
+$5.24M
2
RIO icon
Rio Tinto
RIO
+$1.71M
3
AAPL icon
Apple
AAPL
+$973K
4
CCL icon
Carnival Corporation Ltd
CCL
+$701K
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$462K

Sector Composition

Rank Sector Weight
1 Consumer Discretionary 17.45%
2 Technology 12.72%
3 Real Estate 12.5%
4 Financials 8.09%
5 Industrials 6.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
GOOGL icon
26
Alphabet (Google) Class A
GOOGL
$4.36T
$3.97M 1.2%
20,994
– –
AMT icon
27
American Tower
AMT
$80.8B
$3.95M 1.19%
21,528
-80
-0.4% -$16.6K
KO icon
28
Coca-Cola
KO
$377B
$3.77M 1.14%
60,613
– –
CAVA icon
29
CAVA Group
CAVA
$7.6B
$3.71M 1.12%
32,872
– –
STWD icon
30
Starwood Property Trust
STWD
$5.92B
$3.6M 1.09%
190,090
-10,152
-5% -$201K
V icon
31
Visa
V
$684B
$3.34M 1.01%
10,580
– –
PSX icon
32
Phillips 66
PSX
$84.9B
$3.18M 0.96%
27,875
-100
-0.4% -$12.7K
VICI icon
33
VICI Properties
VICI
$29B
$3.01M 0.91%
102,935
-3,583
-3% -$113K
ENB icon
34
Enbridge
ENB
$119B
$2.91M 0.88%
68,565
-756
-1% -$31.6K
NVDA icon
35
NVIDIA
NVDA
$4.86T
$2.61M 0.79%
19,407
+34
+0.2% +$4.69K
ABNB icon
36
Airbnb
ABNB
$89.9B
$2.57M 0.78%
19,550
– –
RIO icon
37
Rio Tinto
RIO
$158B
$2.42M 0.73%
41,176
-26,735
-39% -$1.71M
MU icon
38
Micron Technology
MU
$930B
$2.36M 0.71%
27,995
– –
SLB icon
39
SLB Ltd
SLB
$73.6B
$2.3M 0.69%
+60,009
New +$2.52M
AFL icon
40
Aflac
AFL
$64.9B
$2.06M 0.62%
19,886
– –
MGM icon
41
MGM Resorts International
MGM
$11.4B
$2.01M 0.61%
57,936
-138,597
-71% -$5.24M
CRM icon
42
Salesforce
CRM
$151B
$1.96M 0.59%
5,850
– –
VIS icon
43
Vanguard Industrials ETF
VIS
$8.1B
$1.91M 0.58%
7,518
+9
+0.1% +$2.4K
LH icon
44
Labcorp
LH
$25B
$1.83M 0.55%
8,000
– –
SWK icon
45
Stanley Black & Decker
SWK
$14.3B
$1.77M 0.53%
22,058
-2,099
-9% -$195K
SYK icon
46
Stryker
SYK
$125B
$1.59M 0.48%
4,420
– –
NFLX icon
47
Netflix
NFLX
$299B
$1.48M 0.45%
16,600
– –
IWF icon
48
iShares Russell 1000 Growth ETF
IWF
$121B
$1.34M 0.41%
13,384
+748
+6% +$73.6K
HD icon
49
Home Depot
HD
$331B
$1.24M 0.38%
3,197
+17
+0.5% +$6.95K
DGX icon
50
Quest Diagnostics
DGX
$25.7B
$1.23M 0.37%
8,168
– –
1
2
3 4

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Riverview Capital Advisers's Q4 2024 Portfolio in Review

As of Q4 2024, Riverview Capital Advisers held 92 positions worth $331M, up 2.1% from $325M the previous quarter. Its ten largest holdings account for 49% of the portfolio.

Riverview Capital Advisers's Q4 2024 filing shows 9 new, 16 increased, 32 reduced and 1 closed positions. Its largest new stake was General Dynamics: 20,010 shares worth $5.27M. The largest sale was MGM Resorts International, an estimated $5.24M.

By sector, the portfolio is most concentrated in Consumer Discretionary at 17% of assets, up from 16% a quarter earlier, followed by Technology and Real Estate.

  • Riverview Capital Advisers's largest Q4 2024 buy was General Dynamics: 20,010 shares worth $5.27M.
  • Riverview Capital Advisers added most to Vanguard Morningstar Small-Cap ETF in Q4 2024, an estimated $153K increase.
  • Riverview Capital Advisers's biggest Q4 2024 reduction was MGM Resorts International, cutting an estimated $5.24M.
  • Riverview Capital Advisers fully exited Service Properties Trust in Q4 2024, selling an estimated $47.3K.
  • Riverview Capital Advisers's ten largest holdings make up 49% of its $331M portfolio in Q4 2024.
  • Riverview Capital Advisers opened 9 new positions and closed 1 in Q4 2024.
  • Riverview Capital Advisers's portfolio value rose 2.1% quarter-over-quarter to $331M.

Based on Riverview Capital Advisers's 13F filing for Q4 2024, filed 14 Feb 2025.