Estatísticas Básicas
Valor do Portfólio $ 345,803,689
Posições Atuais 98
Últimas Participações, Desempenho, AUM (de 13F, 13D)

Riverview Capital Advisers, LLC divulgou 98 participações totais em seus últimos arquivamentos da SEC. O valor mais recente da carteira é calculado como $ 345,803,689 USD. O Ativo Total Sob Gestão (AUM) é esse valor mais o caixa (que não é divulgado). As principais posições de Riverview Capital Advisers, LLC são Berkshire Hathaway Inc. (US:BRK.B) , Amazon.com, Inc. (US:AMZN) , Apple Inc. (US:AAPL) , Vanguard Index Funds - Vanguard Mid-Cap ETF (US:VO) , and Vanguard Index Funds - Vanguard Small-Cap ETF (US:VB) . As novas posições de Riverview Capital Advisers, LLC incluem FundVantage Trust - Polen Focus Growth ETF (US:PCLG) , Mastercard Incorporated (US:MA) , Eli Lilly and Company (US:LLY) , Shopify Inc. (US:SHOP) , and Spotify Technology S.A. (US:SPOT) .

Riverview Capital Advisers, LLC - Valor do Portfólio
Adicionar Este Fundo
ao seu Painel
Maiores Aumentos Este Trimestre

Usamos a mudança na alocação do portfólio porque esta é a métrica mais significativa. As mudanças podem ser devido a operações ou mudanças nos preços das ações.

Ativo Ações
(MM)		 Valor
(MM$)		 % do Portfólio Δ% do Portfólio
PCLG / FundVantage Trust - Polen Focus Growth ETF 0.50 12.53 3.6248 3.6248
MKL / Markel Group Inc. 0.00 8.29 2.3977 2.3977
AAPL / Apple Inc. 0.09 23.03 6.6596 1.3283
TSLA / Tesla, Inc. 0.03 13.02 3.7662 1.1763
IBIT / iShares Bitcoin Trust ETF 0.03 2.21 0.6381 0.5361
MSFT / Microsoft Corporation 0.02 12.48 3.6078 0.4535
URI / United Rentals, Inc. 0.01 6.84 1.9783 0.4315
SPG / Simon Property Group, Inc. 0.05 9.89 2.8602 0.3679
MU / Micron Technology, Inc. 0.03 4.61 1.3330 0.3610
VUG / Vanguard Index Funds - Vanguard Growth ETF 0.02 9.67 2.7962 0.2871
Maiores Diminuições Este Trimestre

Usamos a mudança na alocação do portfólio porque esta é a métrica mais significativa. As mudanças podem ser devido a operações ou mudanças nos preços das ações.

Ativo Ações
(MM)		 Valor
(MM$)		 % do Portfólio Δ% do Portfólio
CARR / Carrier Global Corporation 0.14 8.36 2.4183 -0.5170
CAVA / CAVA Group, Inc. 0.01 0.56 0.1620 -0.4600
VO / Vanguard Index Funds - Vanguard Mid-Cap ETF 0.05 15.95 4.6136 -0.4180
KMI / Kinder Morgan, Inc. 0.18 5.19 1.5008 -0.4158
AVB / AvalonBay Communities, Inc. 0.02 3.31 0.9564 -0.3008
EQR / Equity Residential 0.06 3.58 1.0352 -0.2918
ABNB / Airbnb, Inc. 0.02 1.86 0.5387 -0.2109
AMZN / Amazon.com, Inc. 0.11 24.85 7.1862 -0.0865
PSA / Public Storage 0.01 3.91 1.1321 -0.0621
KO / The Coca-Cola Company 0.06 3.77 1.0913 -0.0616
Arquivamentos 13F e Fundo

Este formulário foi arquivado em 2025-11-12 para o período de relatório 2025-09-30. Clique no ícone de link para ver o histórico completo da transação.

Atualize para desbloquear dados premium e exportar para Excel .

2022-07-28: Nota Importante - Mudamos o tratamento da coluna Δ % do Portfólio nesta tabela. Anteriormente, estávamos relatando como a mudança percentual na alocação do portfólio. Agora estamos relatando como a mudança bruta na alocação do portfólio (ainda relatada como um percentual). Em termos de fórmula, antes relatávamos como 100 * (alocação atual - alocação anterior) / alocação anterior. Agora estamos relatando como (alocação atual - alocação anterior).
Ativo Tipo Preço Médio por Ação Ações
(MM)		 ΔAções
(%)		 Valor
($MM)		 ΔAções
(%)		 Portfólio
(%)		 ΔPortfólio
(%)
BRK.B / Berkshire Hathaway Inc. 0.05 -0.56 26.16 2.92 7.5654 0.2820
AMZN / Amazon.com, Inc. 0.11 -2.18 24.85 -2.10 7.1862 -0.0865
AAPL / Apple Inc. 0.09 -0.28 23.03 23.77 6.6596 1.3283
VO / Vanguard Index Funds - Vanguard Mid-Cap ETF 0.05 -13.46 15.95 -9.16 4.6136 -0.4180
VB / Vanguard Index Funds - Vanguard Small-Cap ETF 0.05 -1.59 13.31 5.59 3.8490 0.2375
TSLA / Tesla, Inc. 0.03 2.91 13.02 44.08 3.7662 1.1763
PCLG / FundVantage Trust - Polen Focus Growth ETF 0.50 12.53 3.6248 3.6248
MSFT / Microsoft Corporation 0.02 8.83 12.48 13.32 3.6078 0.4535
BXP / Boston Properties, Inc. 0.13 -0.75 9.91 9.35 2.8649 0.2693
SPG / Simon Property Group, Inc. 0.05 -2.60 9.89 13.70 2.8602 0.3679
VUG / Vanguard Index Funds - Vanguard Growth ETF 0.02 0.93 9.67 10.41 2.7962 0.2871
CARR / Carrier Global Corporation 0.14 0.07 8.36 -18.37 2.4183 -0.5170
MKL / Markel Group Inc. 0.00 8.29 2.3977 2.3977
PK / Park Hotels & Resorts Inc. 0.67 -0.56 7.45 7.70 2.1555 0.1727
URI / United Rentals, Inc. 0.01 0.00 6.84 26.73 1.9783 0.4315
HD / The Home Depot, Inc. 0.02 0.49 6.67 11.06 1.9285 0.2081
VIG / Vanguard Specialized Funds - Vanguard Dividend Appreciation ETF 0.03 0.04 6.53 5.47 1.8888 0.1146
CGXU / Capital Group International Focus Equity ETF 0.21 0.57 6.24 9.82 1.8054 0.1763
VTI / Vanguard Index Funds - Vanguard Total Stock Market ETF 0.02 -2.13 5.68 5.68 1.6413 0.1026
WMT / Walmart Inc. 0.05 0.05 5.64 5.46 1.6299 0.0985
R / Ryder System, Inc. 0.03 0.00 5.49 18.65 1.5863 0.2616
KMI / Kinder Morgan, Inc. 0.18 -19.43 5.19 -22.42 1.5008 -0.4158
IWD / iShares Trust - iShares Russell 1000 Value ETF 0.02 -1.67 4.74 3.07 1.3698 0.0531
ES / Eversource Energy 0.07 0.12 4.72 11.97 1.3661 0.1571
MU / Micron Technology, Inc. 0.03 0.09 4.61 35.88 1.3330 0.3610
NVDA / NVIDIA Corporation 0.02 5.50 4.29 24.57 1.2406 0.2540
V / Visa Inc. 0.01 10.66 3.96 6.42 1.1464 0.0789
PSA / Public Storage 0.01 -4.59 3.91 -6.09 1.1321 -0.0621
GOOGL / Alphabet Inc. 0.02 -27.68 3.90 -0.26 1.1275 0.0078
KO / The Coca-Cola Company 0.06 0.05 3.77 -6.21 1.0913 -0.0616
ENB / Enbridge Inc. 0.07 0.00 3.66 11.34 1.0594 0.1167
EQR / Equity Residential 0.06 -19.41 3.58 -22.72 1.0352 -0.2918
TOL / Toll Brothers, Inc. 0.02 0.29 3.38 21.36 0.9777 0.1797
AVB / AvalonBay Communities, Inc. 0.02 -20.59 3.31 -24.62 0.9564 -0.3008
TEM / Tempus AI, Inc. 0.04 -21.53 2.94 -0.31 0.8505 0.0051
PSX / Phillips 66 0.02 1.06 2.92 15.23 0.8446 0.1184
VICI / VICI Properties Inc. 0.09 -0.31 2.88 -0.28 0.8335 0.0054
STWD / Starwood Property Trust, Inc. 0.13 -0.45 2.44 -3.90 0.7060 -0.0220
AFL / Aflac Incorporated 0.02 0.00 2.22 5.92 0.6422 0.0415
IBIT / iShares Bitcoin Trust ETF 0.03 483.50 2.21 519.66 0.6381 0.5361
VIS / Vanguard World Fund - Vanguard Industrials ETF 0.01 -0.74 2.18 5.00 0.6318 0.0357
NFLX / Netflix, Inc. 0.00 7.78 2.11 -3.48 0.6102 -0.0163
CGDV / Capital Group Dividend Value ETF 0.05 -2.70 2.09 3.56 0.6051 0.0261
LH / Labcorp Holdings Inc. 0.01 -6.74 1.98 2.01 0.5732 0.0163
ABNB / Airbnb, Inc. 0.02 -22.39 1.86 -28.82 0.5387 -0.2109
SYK / Stryker Corporation 0.00 0.00 1.60 -6.56 0.4617 -0.0279
IWF / iShares Trust - iShares Russell 1000 Growth ETF 0.00 -1.94 1.47 8.19 0.4245 0.0358
JNJ / Johnson & Johnson 0.01 0.13 1.33 21.52 0.3838 0.0709
INDA / iShares Trust - iShares MSCI India ETF 0.02 -7.10 1.25 -13.17 0.3626 -0.0510
GS / The Goldman Sachs Group, Inc. 0.00 0.26 1.24 12.89 0.3597 0.0438
DGX / Quest Diagnostics Incorporated 0.01 0.00 1.16 6.06 0.3345 0.0221
IYW / iShares Trust - iShares U.S. Technology ETF 0.01 0.00 1.13 0.00 0.3265 0.0030
HON / Honeywell International Inc. 0.00 4.76 1.04 -5.27 0.3017 -0.0140
META / Meta Platforms, Inc. 0.00 59.93 1.02 59.19 0.2958 0.1116
JPM / JPMorgan Chase & Co. 0.00 0.75 0.85 9.55 0.2457 0.0236
EA / Electronic Arts Inc. 0.00 0.00 0.84 26.32 0.2431 0.0524
ORCL / Oracle Corporation 0.00 116.46 0.84 178.74 0.2427 0.1564
BX / Blackstone Inc. 0.00 -6.26 0.75 7.02 0.2162 0.0161
AZN / AstraZeneca PLC - Depositary Receipt (Common Stock) 0.01 -20.85 0.73 -13.02 0.2106 -0.0295
SHW / The Sherwin-Williams Company 0.00 0.00 0.72 0.84 0.2085 0.0037
XOM / Exxon Mobil Corporation 0.01 1.96 0.71 6.73 0.2065 0.0147
UBER / Uber Technologies, Inc. 0.01 14.48 0.70 20.14 0.2021 0.0355
PHG / Koninklijke Philips N.V. - Depositary Receipt (Common Stock) 0.02 -0.87 0.67 12.67 0.1932 0.0233
VGT / Vanguard World Fund - Vanguard Information Technology ETF 0.00 0.00 0.66 12.44 0.1911 0.0229
MSTR / Strategy Inc 0.00 0.00 0.61 -20.36 0.1778 -0.0432
SPY / SPDR S&P 500 ETF 0.00 -20.22 0.59 -14.04 0.1702 -0.0259
GBTC / Grayscale Bitcoin Trust (BTC) 0.01 0.00 0.57 5.93 0.1654 0.0105
CAVA / CAVA Group, Inc. 0.01 -64.02 0.56 -74.19 0.1620 -0.4600
SCHX / Schwab Strategic Trust - Schwab U.S. Large-Cap ETF 0.02 0.24 0.46 8.02 0.1327 0.0110
DKNG / DraftKings Inc. 0.01 12.22 0.44 -2.25 0.1260 -0.0016
PEP / PepsiCo, Inc. 0.00 0.72 0.43 7.18 0.1253 0.0094
MA / Mastercard Incorporated 0.00 0.43 0.1232 0.1232
VOO / Vanguard Index Funds - Vanguard S&P 500 ETF 0.00 0.42 0.1206 0.1206
XLF / The Select Sector SPDR Trust - State Street Financial Select Sector SPDR ETF 0.01 0.00 0.41 2.77 0.1182 0.0044
EPI / WisdomTree Trust - WisdomTree India Earnings Fund 0.01 0.00 0.39 -6.90 0.1132 -0.0073
LLY / Eli Lilly and Company 0.00 0.38 0.1092 0.1092
SHOP / Shopify Inc. 0.00 0.37 0.1081 0.1081
VWO / Vanguard International Equity Index Funds - Vanguard FTSE Emerging Markets ETF 0.01 0.00 0.32 9.34 0.0916 0.0088
SPOT / Spotify Technology S.A. 0.00 0.30 0.0858 0.0858
MC / Moelis & Company 0.00 0.00 0.29 14.34 0.0832 0.0112
SIRI / Sirius XM Holdings Inc. 0.01 -12.17 0.27 -10.77 0.0767 -0.0087
IVV / iShares Trust - iShares Core S&P 500 ETF 0.00 0.00 0.27 8.16 0.0766 0.0062
NOW / ServiceNow, Inc. 0.00 0.26 0.0758 0.0758
CSGP / CoStar Group, Inc. 0.00 0.25 0.0723 0.0723
IMNN / Imunon, Inc. 0.03 0.25 0.0716 0.0716
BAC / Bank of America Corporation 0.00 4.18 0.24 13.68 0.0699 0.0089
VCSH / Vanguard Scottsdale Funds - Vanguard Short-Term Corporate Bond ETF 0.00 0.00 0.24 0.43 0.0684 0.0010
COIN / Coinbase Global, Inc. 0.00 0.23 0.0662 0.0662
DHR / Danaher Corporation 0.00 0.96 0.21 1.46 0.0603 0.0013
DVY / iShares Trust - iShares Select Dividend ETF 0.00 0.21 0.0598 0.0598
LAR / Lithium Argentina AG 0.06 -44.25 0.20 -10.18 0.0587 -0.0063
CIBR / First Trust Exchange-Traded Fund II - First Trust NASDAQ Cybersecurity ETF 0.00 0.00 0.20 0.50 0.0587 0.0009
ACVA / ACV Auctions Inc. 0.02 0.00 0.16 -38.85 0.0460 -0.0286
QMCO / Quantum Corporation 0.01 0.10 0.0287 0.0287
INDI / indie Semiconductor, Inc. 0.02 0.07 0.0209 0.0209
CLRB / Cellectar Biosciences, Inc. 0.01 -1.10 0.05 -32.43 0.0145 -0.0069
SERA / Sera Prognostics, Inc. 0.01 0.00 0.04 8.57 0.0113 0.0012
CHRS / Coherus Oncology, Inc. 0.01 0.02 0.0061 0.0061
SLB / SLB N.V. 0.00 -100.00 0.00 0.0000
STSSW / Sharps Technology, Inc. - Equity Warrant 0.00 -100.00 0.00 0.0000
RIO / Rio Tinto Group - Depositary Receipt (Common Stock) 0.00 -100.00 0.00 0.0000
BHP / BHP Group Limited - Depositary Receipt (Common Stock) 0.00 -100.00 0.00 0.0000
FSLR / First Solar, Inc. 0.00 -100.00 0.00 0.0000
UPS / United Parcel Service, Inc. 0.00 -100.00 0.00 0.0000
CRM / Salesforce, Inc. 0.00 -100.00 0.00 0.0000
SG / Sweetgreen, Inc. 0.00 -100.00 0.00 0.0000
IMNN / Imunon, Inc. 0.00 -100.00 0.00 0.0000
MTH / Meritage Homes Corporation 0.00 -100.00 0.00 0.0000
FAASF / DigiAsia Corp. 0.00 -100.00 0.00 0.0000
NKE / NIKE, Inc. 0.00 -100.00 0.00 0.0000
SWK / Stanley Black & Decker, Inc. 0.00 -100.00 0.00 0.0000
RSP / Invesco Exchange-Traded Fund Trust - Invesco S&P 500 Equal Weight ETF 0.00 -100.00 0.00 0.0000