Asset Manager
← All Institutions
Riverview Capital Advisers, LLC
Market Value
$345M
-0.9%
Holdings
110
+13
New Purchases
15
Added To
30
Closed
14
Reduced
30
Top 10 Concentration
46.7%
Turnover
26.4%
Top Buys (by % of Portfolio)
| Symbol | Cur % | Prior % | Chg % | Value |
|---|---|---|---|---|
| PCLG | 3.63% | 0.00% | +3.63% | $13M |
| MKL | 2.40% | 0.00% | +2.40% | $8M |
| AAPL | 6.68% | 5.35% | +1.33% | $23M |
| TSLA | 3.78% | 2.60% | +1.18% | $13M |
| IBIT | 0.64% | 0.10% | +0.54% | $2M |
| MSFT | 3.62% | 3.16% | +0.45% | $12M |
| URI | 1.98% | 1.55% | +0.43% | $7M |
| SPG | 2.87% | 2.50% | +0.37% | $10M |
| MU | 1.34% | 0.97% | +0.36% | $5M |
| VUG | 2.80% | 2.52% | +0.29% | $10M |
| BRK-B | 7.59% | 7.31% | +0.28% | $26M |
| BXP | 2.87% | 2.60% | +0.27% | $10M |
| R | 1.59% | 1.33% | +0.26% | $5M |
| NVDA | 1.24% | 0.99% | +0.25% | $4M |
| VB | 3.86% | 3.62% | +0.24% | $13M |
Top Sells (by % of Portfolio)
| Symbol | Cur % | Prior % | Chg % | Value |
|---|---|---|---|---|
| RSP | 0.00% | 5.34% | -5.34% | $0 |
| FSLR | 0.00% | 1.69% | -1.69% | $0 |
| SG | 0.00% | 1.07% | -1.07% | $0 |
| UPS | 0.00% | 0.97% | -0.97% | $0 |
| SLB | 0.00% | 0.89% | -0.89% | $0 |
| BHP | 0.00% | 0.87% | -0.87% | $0 |
| CARR | 2.42% | 2.94% | -0.52% | $8M |
| CAVA | 0.16% | 0.62% | -0.46% | $560K |
| CRM | 0.00% | 0.46% | -0.46% | $0 |
| MTH | 0.00% | 0.45% | -0.45% | $0 |
| VO | 4.63% | 5.05% | -0.42% | $16M |
| KMI | 1.50% | 1.92% | -0.42% | $5M |
| RIO | 0.00% | 0.36% | -0.36% | $0 |
| AVB | 0.96% | 1.26% | -0.30% | $3M |
| SWK | 0.00% | 0.30% | -0.30% | $0 |
Sector Allocation Over Time
Market Cap Concentration
| Tier | Holdings | Value | Weight |
|---|---|---|---|
| Mega Cap | 30 | $175M | 50.6% |
| Large Cap | 55 | $118M | 34.1% |
| Mid Cap | 13 | $39M | 11.4% |
| Small Cap | 3 | $231K | 0.1% |
| Micro Cap | 9 | $13M | 3.8% |
Portfolio Analytics
Avg Market Cap
$378.7B
Median Market Cap
$67.5B
Avg P/E
36.8
Median P/E
25.6
Avg Dividend Yield
0.02%
Avg Beta
1.17
# Stocks
83
# ETFs / Funds
27
Top Holdings (110 total)
| # | Symbol | % Port | Shares | Value | Avg Price | Q/Q Value Chg | Share Chg | Chg % | Status |
|---|---|---|---|---|---|---|---|---|---|
| 1 | BRK-B | 7.59% | 52,038 | $26M | $502.74 | $741K | -293 | -0.6% | |
| 2 | AMZN | 7.21% | 113,177 | $25M | $219.57 | -$533K | -2,524 | -2.2% | |
| 3 | AAPL | 6.68% | 90,441 | $23M | $254.63 | $4M | -251 | -0.3% | |
| 4 | VO | 4.63% | 54,313 | $16M | $293.74 | -$2M | -8,445 | -13.5% | |
| 5 | VB | 3.86% | 52,344 | $13M | $254.28 | $705K | -845 | -1.6% | |
| 6 | TSLA | 3.78% | 29,285 | $13M | $444.72 | $4M | +829 | +2.9% | |
| 7 | PCLG | 3.63% | 500,775 | $13M | $25.03 | — | +500,775 | — | NEW |
| 8 | MSFT | 3.62% | 24,087 | $12M | $517.95 | $1M | +1,954 | +8.8% | |
| 9 | BXP | 2.87% | 133,266 | $10M | $74.34 | $848K | -1,007 | -0.8% | |
| 10 | SPG | 2.87% | 52,702 | $10M | $187.67 | $1M | -1,407 | -2.6% | |
| 11 | VUG | 2.80% | 20,161 | $10M | $479.61 | $912K | +185 | +0.9% | |
| 12 | CARR | 2.42% | 140,078 | $8M | $59.70 | -$2M | +101 | +0.1% | |
| 13 | MKL | 2.40% | 4,338 | $8M | $1,911.36 | — | +4,338 | — | NEW |
| 14 | PK | 2.16% | 672,739 | $7M | $11.08 | $533K | -3,757 | -0.6% | |
| 15 | URI | 1.98% | 7,166 | $7M | $954.66 | $1M | — | — | |
| 16 | HD | 1.93% | 16,459 | $7M | $405.18 | $664K | +81 | +0.5% | |
| 17 | VIG | 1.89% | 30,268 | $7M | $215.79 | $339K | +13 | +0.0% | |
| 18 | CGXU | 1.81% | 210,772 | $6M | $29.62 | $557K | +1,196 | +0.6% | |
| 19 | VTI | 1.65% | 17,295 | $6M | $328.18 | $305K | -376 | -2.1% | |
| 20 | WMT | 1.63% | 54,688 | $6M | $103.06 | $291K | +25 | +0.1% | |
| 21 | R | 1.59% | 29,079 | $5M | $188.64 | $862K | — | — | |
| 22 | KMI | 1.50% | 183,320 | $5M | $28.31 | -$1M | -44,206 | -19.4% | |
| 23 | IWD | 1.37% | 23,266 | $5M | $203.59 | $141K | -394 | -1.7% | |
| 24 | ES | 1.37% | 66,407 | $5M | $71.14 | $504K | +79 | +0.1% | |
| 25 | MU | 1.34% | 27,550 | $5M | $167.32 | $1M | +25 | +0.1% | |
| 26 | NVDA | 1.24% | 22,993 | $4M | $186.58 | $847K | +1,198 | +5.5% | |
| 27 | V | 1.15% | 11,613 | $4M | $341.38 | $239K | +1,119 | +10.7% | |
| 28 | PSA | 1.14% | 13,553 | $4M | $288.85 | -$253K | -652 | -4.6% | |
| 29 | GOOGL | 1.13% | 16,038 | $4M | $243.11 | -$9K | -6,138 | -27.7% | |
| 30 | KO | 1.09% | 56,901 | $4M | $66.32 | -$250K | +29 | +0.1% | |
| 31 | ENB | 1.06% | 72,603 | $4M | $50.46 | $373K | — | — | |
| 32 | EQR | 1.04% | 55,304 | $4M | $64.73 | -$1M | -13,322 | -19.4% | |
| 33 | TOL | 0.98% | 24,474 | $3M | $138.14 | $596K | +70 | +0.3% | |
| 34 | AVB | 0.96% | 17,122 | $3M | $193.17 | -$1M | -4,440 | -20.6% | |
| 35 | TEM | 0.85% | 36,441 | $3M | $80.71 | -$10K | -10,000 | -21.5% | |
| 36 | PSX | 0.85% | 21,473 | $3M | $136.02 | $386K | +225 | +1.1% | |
| 37 | VICI | 0.84% | 88,385 | $3M | $32.61 | -$8K | -272 | -0.3% | |
| 38 | STWD | 0.71% | 126,035 | $2M | $19.37 | -$100K | -570 | -0.5% | |
| 39 | AFL | 0.64% | 19,880 | $2M | $111.70 | $124K | — | — | |
| 40 | IBIT | 0.64% | 33,948 | $2M | $65.00 | $2M | +28,130 | +483.5% | |
| 41 | VIS | 0.63% | 7,374 | $2M | $296.29 | $104K | -55 | -0.7% | |
| 42 | NFLX | 0.61% | 1,760 | $2M | $1,198.92 | -$77K | +127 | +7.8% | |
| 43 | CGDV | 0.61% | 49,782 | $2M | $42.03 | $72K | -1,384 | -2.7% | |
| 44 | LH | 0.57% | 6,905 | $2M | $287.06 | $39K | -499 | -6.7% | |
| 45 | ABNB | 0.54% | 15,343 | $2M | $121.42 | -$753K | -4,426 | -22.4% | |
| 46 | SYK | 0.46% | 4,319 | $2M | $369.67 | -$112K | — | — | |
| 47 | IWF | 0.43% | 3,134 | $1M | $468.40 | $111K | -62 | -1.9% | |
| 48 | JNJ | 0.38% | 7,159 | $1M | $185.41 | $235K | +9 | +0.1% | |
| 49 | INDA | 0.36% | 24,085 | $1M | $52.06 | -$190K | -1,841 | -7.1% | |
| 50 | GS | 0.36% | 1,562 | $1M | $796.43 | $141K | +4 | +0.3% | |
| 51 | DGX | 0.34% | 6,069 | $1M | $190.58 | $66K | — | — | |
| 52 | IYW | 0.33% | 9,834 | $1M | $114.82 | — | — | — | |
| 53 | HON | 0.30% | 4,956 | $1M | $210.50 | -$59K | +225 | +4.8% | |
| 54 | META | 0.30% | 1,393 | $1M | $734.38 | $380K | +522 | +59.9% | |
| 55 | JPM | 0.25% | 2,694 | $850K | $315.43 | $75K | +20 | +0.8% | |
| 56 | EA | 0.24% | 4,168 | $841K | $201.70 | $175K | — | — | |
| 57 | ORCL | 0.24% | 2,985 | $839K | $281.20 | $538K | +1,606 | +116.5% | |
| 58 | BX | 0.22% | 4,375 | $747K | $170.85 | $49K | -292 | -6.3% | |
| 59 | SHW | 0.21% | 2,082 | $721K | $346.26 | $6K | — | — | |
| 60 | XOM | 0.21% | 6,334 | $714K | $112.75 | $45K | +122 | +2.0% | |
| 61 | UBER | 0.20% | 7,133 | $699K | $97.97 | $117K | +902 | +14.5% | |
| 62 | PHG | 0.19% | 24,503 | $668K | $27.26 | $75K | -215 | -0.9% | |
| 63 | VGT | 0.19% | 885 | $661K | $746.86 | $74K | — | — | |
| 64 | MSTR | 0.18% | 1,908 | $615K | $322.21 | -$156K | — | — | |
| 65 | SPY | 0.17% | 884 | $589K | $665.97 | -$96K | -224 | -20.2% | |
| 66 | GBTC | 0.17% | 6,373 | $572K | $89.77 | $31K | — | — | |
| 67 | CAVA | 0.16% | 9,272 | $560K | $60.41 | -$2M | -16,500 | -64.0% | |
| 68 | SCHX | 0.13% | 17,424 | $459K | $26.34 | $34K | +42 | +0.2% | |
| 69 | DKNG | 0.13% | 11,646 | $436K | $37.40 | -$10K | +1,268 | +12.2% | |
| 70 | PEP | 0.13% | 3,086 | $433K | $140.44 | $29K | +22 | +0.7% | |
| 71 | MA | 0.12% | 749 | $426K | $568.81 | — | +749 | — | NEW |
| 72 | VOO | 0.12% | 681 | $417K | $612.47 | — | +681 | — | NEW |
| 73 | XLF | 0.12% | 7,587 | $409K | $53.87 | $11K | — | — | |
| 74 | EPI | 0.11% | 8,855 | $391K | $44.20 | -$29K | — | — | |
| 75 | LLY | 0.11% | 495 | $378K | $763.00 | — | +495 | — | NEW |
| 76 | SHOP | 0.11% | 2,515 | $374K | $148.61 | — | +2,515 | — | NEW |
| 77 | VWO | 0.09% | 5,846 | $317K | $54.18 | $28K | — | — | |
| 78 | SPOT | 0.09% | 425 | $297K | $698.00 | — | +425 | — | NEW |
| 79 | MC | 0.08% | 4,034 | $288K | $71.32 | $36K | — | — | |
| 80 | SIRI | 0.08% | 11,389 | $265K | $23.28 | -$33K | -1,578 | -12.2% | |
| 81 | IVV | 0.08% | 396 | $265K | $669.30 | $19K | — | — | |
| 82 | NOW | 0.08% | 285 | $262K | $920.28 | — | +285 | — | NEW |
| 83 | CSGP | 0.07% | 2,963 | $250K | $84.37 | — | +2,963 | — | NEW |
| 84 | IMNN | 0.07% | 34,364 | $248K | $7.21 | — | +34,364 | — | NEW |
| 85 | BAC | 0.07% | 4,686 | $242K | $51.59 | $29K | +188 | +4.2% | |
| 86 | VCSH | 0.07% | 2,960 | $237K | $79.93 | $1K | — | — | |
| 87 | COIN | 0.07% | 678 | $229K | $337.49 | — | +678 | — | NEW |
| 88 | DHR | 0.06% | 1,051 | $208K | $198.26 | $3K | +10 | +1.0% | |
| 89 | DVY | 0.06% | 1,455 | $207K | $142.10 | — | +1,455 | — | NEW |
| 90 | CIBR | 0.06% | 2,669 | $203K | $76.00 | $1K | — | — | |
| 91 | ACVA | 0.05% | 16,061 | $159K | $9.91 | -$101K | — | — | |
| 92 | QMCO | 0.03% | 10,000 | $99K | $9.92 | — | +10,000 | — | NEW |
| 93 | INDI | 0.02% | 17,765 | $72K | $4.07 | — | +17,765 | — | NEW |
| 94 | CLRB | 0.01% | 10,384 | $50K | $4.82 | -$25K | -116 | -1.1% | |
| 95 | SERA | 0.01% | 12,733 | $39K | $3.06 | $4K | — | — | |
| 96 | CHRS | 0.01% | 12,946 | $21K | $1.64 | — | +12,946 | — | NEW |
| 97 | MTH | —% | — | — | — | -$2M | -23,225 | -100.0% | SOLD |
| 98 | SLB | —% | — | — | — | -$3M | -91,515 | -100.0% | SOLD |
| 99 | SWK | —% | — | — | — | -$1M | -15,422 | -100.0% | SOLD |
| 100 | RSP | —% | — | — | — | -$19M | -102,307 | -100.0% | SOLD |