Asset Manager
← All Institutions
Riverview Capital Advisers, LLC
Market Value
$330M
-4.3%
Holdings
99
-11
New Purchases
3
Added To
21
Closed
9
Reduced
44
Top 10 Concentration
48.8%
Turnover
12.1%
Top Buys (by % of Portfolio)
| Symbol | Cur % | Prior % | Chg % | Value |
|---|---|---|---|---|
| AMZN | 7.91% | 7.21% | +0.70% | $26M |
| MU | 2.03% | 1.34% | +0.70% | $7M |
| AAPL | 7.34% | 6.68% | +0.66% | $24M |
| GOOGL | 1.49% | 1.13% | +0.36% | $5M |
| MKL | 2.72% | 2.40% | +0.31% | $9M |
| TSLA | 3.99% | 3.78% | +0.21% | $13M |
| VCSH | 0.28% | 0.07% | +0.21% | $910K |
| VB | 4.05% | 3.86% | +0.19% | $13M |
| VO | 4.80% | 4.63% | +0.18% | $16M |
| VIG | 2.07% | 1.89% | +0.18% | $7M |
| VTI | 1.81% | 1.65% | +0.17% | $6M |
| WMT | 1.80% | 1.63% | +0.17% | $6M |
| VUG | 2.94% | 2.80% | +0.13% | $10M |
| CGXU | 1.94% | 1.81% | +0.13% | $6M |
| PCLG | 3.75% | 3.63% | +0.12% | $12M |
Top Sells (by % of Portfolio)
| Symbol | Cur % | Prior % | Chg % | Value |
|---|---|---|---|---|
| CARR | 1.79% | 2.42% | -0.64% | $6M |
| KO | 0.48% | 1.09% | -0.62% | $2M |
| IBIT | 0.09% | 0.64% | -0.55% | $306K |
| HD | 1.59% | 1.93% | -0.35% | $5M |
| DGX | 0.00% | 0.34% | -0.34% | $0 |
| SYK | 0.15% | 0.46% | -0.32% | $482K |
| HON | 0.00% | 0.30% | -0.30% | $0 |
| EA | 0.00% | 0.24% | -0.24% | $0 |
| URI | 1.75% | 1.98% | -0.23% | $6M |
| SHW | 0.00% | 0.21% | -0.21% | $0 |
| TEM | 0.65% | 0.85% | -0.20% | $2M |
| BXP | 2.69% | 2.87% | -0.19% | $9M |
| MSFT | 3.44% | 3.62% | -0.18% | $11M |
| PSA | 0.96% | 1.14% | -0.18% | $3M |
| NFLX | 0.47% | 0.61% | -0.14% | $2M |
Sector Allocation Over Time
Market Cap Concentration
| Tier | Holdings | Value | Weight |
|---|---|---|---|
| Mega Cap | 29 | $175M | 52.9% |
| Large Cap | 48 | $106M | 32.0% |
| Mid Cap | 12 | $37M | 11.2% |
| Small Cap | 3 | $343K | 0.1% |
| Micro Cap | 7 | $13M | 3.9% |
Portfolio Analytics
Avg Market Cap
$412.6B
Median Market Cap
$68.7B
Avg P/E
38.7
Median P/E
26.1
Avg Dividend Yield
0.02%
Avg Beta
1.23
# Stocks
72
# ETFs / Funds
27
Top Holdings (99 total)
| # | Symbol | % Port | Shares | Value | Avg Price | Q/Q Value Chg | Share Chg | Chg % | Status |
|---|---|---|---|---|---|---|---|---|---|
| 1 | AMZN | 7.91% | 113,125 | $26M | $230.82 | $1M | -52 | -0.1% | |
| 2 | BRK-B | 7.67% | 50,375 | $25M | $502.65 | -$841K | -1,663 | -3.2% | |
| 3 | AAPL | 7.34% | 89,150 | $24M | $271.86 | $1M | -1,291 | -1.4% | |
| 4 | VO | 4.80% | 54,636 | $16M | $290.22 | -$97K | +323 | +0.6% | |
| 5 | VB | 4.05% | 51,834 | $13M | $257.95 | $61K | -510 | -1.0% | |
| 6 | TSLA | 3.99% | 29,285 | $13M | $449.72 | $146K | — | — | |
| 7 | PCLG | 3.75% | 500,775 | $12M | $24.75 | -$141K | — | — | |
| 8 | MSFT | 3.44% | 23,479 | $11M | $483.62 | -$1M | -608 | -2.5% | |
| 9 | VUG | 2.94% | 19,863 | $10M | $487.86 | $21K | -298 | -1.5% | |
| 10 | SPG | 2.92% | 51,999 | $10M | $185.11 | -$265K | -703 | -1.3% | |
| 11 | MKL | 2.72% | 4,176 | $9M | $2,149.65 | $685K | -162 | -3.7% | |
| 12 | BXP | 2.69% | 131,462 | $9M | $67.48 | -$1M | -1,804 | -1.4% | |
| 13 | PK | 2.15% | 677,878 | $7M | $10.46 | -$363K | +5,139 | +0.8% | |
| 14 | VIG | 2.07% | 31,084 | $7M | $219.78 | $300K | +816 | +2.7% | |
| 15 | MU | 2.03% | 23,502 | $7M | $285.41 | $2M | -4,048 | -14.7% | |
| 16 | CGXU | 1.94% | 216,664 | $6M | $29.55 | $159K | +5,892 | +2.8% | |
| 17 | VTI | 1.81% | 17,866 | $6M | $335.27 | $314K | +571 | +3.3% | |
| 18 | WMT | 1.80% | 53,339 | $6M | $111.41 | $306K | -1,349 | -2.5% | |
| 19 | CARR | 1.79% | 111,816 | $6M | $52.84 | -$2M | -28,262 | -20.2% | |
| 20 | URI | 1.75% | 7,149 | $6M | $809.32 | -$1M | -17 | -0.2% | |
| 21 | R | 1.68% | 29,009 | $6M | $191.39 | $67K | -70 | -0.2% | |
| 22 | HD | 1.59% | 15,219 | $5M | $344.10 | -$1M | -1,240 | -7.5% | |
| 23 | KMI | 1.52% | 182,262 | $5M | $27.49 | -$179K | -1,058 | -0.6% | |
| 24 | GOOGL | 1.49% | 15,688 | $5M | $313.01 | $1M | -350 | -2.2% | |
| 25 | IWD | 1.42% | 22,327 | $5M | $210.34 | -$40K | -939 | -4.0% | |
| 26 | ES | 1.34% | 65,562 | $4M | $67.33 | -$310K | -845 | -1.3% | |
| 27 | NVDA | 1.29% | 22,867 | $4M | $186.50 | -$25K | -126 | -0.6% | |
| 28 | V | 1.11% | 10,403 | $4M | $350.71 | -$316K | -1,210 | -10.4% | |
| 29 | EQR | 1.05% | 54,995 | $3M | $63.04 | -$113K | -309 | -0.6% | |
| 30 | ENB | 1.04% | 72,115 | $3M | $47.83 | -$214K | -488 | -0.7% | |
| 31 | TOL | 0.99% | 24,217 | $3M | $135.22 | -$106K | -257 | -1.1% | |
| 32 | PSA | 0.96% | 12,206 | $3M | $259.50 | -$747K | -1,347 | -9.9% | |
| 33 | AVB | 0.92% | 16,719 | $3M | $181.31 | -$276K | -403 | -2.4% | |
| 34 | PSX | 0.83% | 21,282 | $3M | $129.04 | -$175K | -191 | -0.9% | |
| 35 | VICI | 0.80% | 93,419 | $3M | $28.12 | -$255K | +5,034 | +5.7% | |
| 36 | CGDV | 0.72% | 54,813 | $2M | $43.64 | $300K | +5,031 | +10.1% | |
| 37 | AFL | 0.66% | 19,880 | $2M | $110.27 | -$28K | — | — | |
| 38 | TEM | 0.65% | 36,441 | $2M | $59.05 | -$789K | — | — | |
| 39 | ABNB | 0.60% | 14,527 | $2M | $135.72 | $109K | -816 | -5.3% | |
| 40 | STWD | 0.59% | 109,007 | $2M | $18.01 | -$478K | -17,028 | -13.5% | |
| 41 | VIS | 0.56% | 6,178 | $2M | $298.36 | -$342K | -1,196 | -16.2% | |
| 42 | LH | 0.52% | 6,905 | $2M | $250.88 | -$250K | — | — | |
| 43 | KO | 0.48% | 22,551 | $2M | $69.91 | -$2M | -34,350 | -60.4% | |
| 44 | NFLX | 0.47% | 16,680 | $2M | $93.76 | -$546K | +14,920 | +847.7% | |
| 45 | IWF | 0.45% | 3,151 | $1M | $473.34 | $24K | +17 | +0.5% | |
| 46 | JNJ | 0.45% | 7,171 | $1M | $206.96 | $157K | +12 | +0.2% | |
| 47 | INDA | 0.43% | 26,115 | $1M | $54.05 | $158K | +2,030 | +8.4% | |
| 48 | GS | 0.39% | 1,474 | $1M | $878.93 | $52K | -88 | -5.6% | |
| 49 | IYW | 0.34% | 9,834 | $1M | $114.82 | — | — | — | |
| 50 | VCSH | 0.28% | 11,417 | $910K | $79.73 | $674K | +8,457 | +285.7% | |
| 51 | META | 0.28% | 1,377 | $909K | $660.09 | -$114K | -16 | -1.1% | |
| 52 | JPM | 0.26% | 2,699 | $870K | $322.22 | $20K | +5 | +0.2% | |
| 53 | XOM | 0.23% | 6,334 | $762K | $120.34 | $48K | — | — | |
| 54 | BX | 0.20% | 4,355 | $671K | $154.14 | -$76K | -20 | -0.5% | |
| 55 | VGT | 0.20% | 885 | $667K | $754.18 | $6K | — | — | |
| 56 | PHG | 0.20% | 24,503 | $664K | $27.08 | -$4K | — | — | |
| 57 | SPY | 0.20% | 952 | $649K | $682.02 | $61K | +68 | +7.7% | |
| 58 | SIRI | 0.18% | 29,389 | $588K | $20.00 | $323K | +18,000 | +158.1% | |
| 59 | UBER | 0.18% | 7,098 | $580K | $81.71 | -$119K | -35 | -0.5% | |
| 60 | ORCL | 0.17% | 2,933 | $572K | $194.91 | -$268K | -52 | -1.7% | |
| 61 | LLY | 0.17% | 509 | $547K | $1,074.68 | $169K | +14 | +2.8% | |
| 62 | CAVA | 0.16% | 9,272 | $544K | $58.69 | -$16K | — | — | |
| 63 | SYK | 0.15% | 1,370 | $482K | $351.47 | -$1M | -2,949 | -68.3% | |
| 64 | SCHX | 0.14% | 17,470 | $470K | $26.91 | $11K | +46 | +0.3% | |
| 65 | VOO | 0.14% | 712 | $447K | $627.22 | $29K | +31 | +4.5% | |
| 66 | PEP | 0.13% | 3,081 | $442K | $143.52 | $9K | -5 | -0.2% | |
| 67 | GBTC | 0.13% | 6,373 | $436K | $68.36 | -$136K | — | — | |
| 68 | MA | 0.13% | 737 | $421K | $570.88 | -$5K | -12 | -1.6% | |
| 69 | DKNG | 0.13% | 12,083 | $416K | $34.46 | -$19K | +437 | +3.8% | |
| 70 | XLF | 0.13% | 7,587 | $416K | $54.77 | $7K | — | — | |
| 71 | EPI | 0.12% | 8,855 | $410K | $46.29 | $19K | — | — | |
| 72 | SHOP | 0.11% | 2,288 | $368K | $160.97 | -$5K | -227 | -9.0% | |
| 73 | VWO | 0.10% | 5,846 | $314K | $53.76 | -$2K | — | — | |
| 74 | IBIT | 0.09% | 6,165 | $306K | $49.65 | -$2M | -27,783 | -81.8% | |
| 75 | MSTR | 0.09% | 1,908 | $290K | $151.95 | -$325K | — | — | |
| 76 | NOW | 0.08% | 1,795 | $275K | $153.19 | $13K | +1,510 | +529.8% | |
| 77 | IVV | 0.08% | 396 | $271K | $684.94 | $6K | — | — | |
| 78 | BAC | 0.08% | 4,586 | $252K | $55.00 | $10K | -100 | -2.1% | |
| 79 | IMNN | 0.08% | 34,364 | $248K | $7.21 | — | — | — | |
| 80 | SPOT | 0.07% | 425 | $247K | $580.71 | -$50K | — | — | |
| 81 | DHR | 0.07% | 1,051 | $241K | $228.92 | $32K | — | — | |
| 82 | ACN | 0.07% | 811 | $218K | $268.30 | — | +811 | — | NEW |
| 83 | CSGP | 0.06% | 3,063 | $206K | $67.24 | -$44K | +100 | +3.4% | |
| 84 | DVY | 0.06% | 1,455 | $205K | $141.14 | -$1K | — | — | |
| 85 | SG | 0.05% | 23,200 | $157K | $6.76 | — | +23,200 | — | NEW |
| 86 | ACVA | 0.04% | 16,061 | $129K | $8.02 | -$30K | — | — | |
| 87 | MSTU | 0.03% | 10,000 | $83K | $8.31 | — | +10,000 | — | NEW |
| 88 | INDI | 0.02% | 16,346 | $58K | $3.53 | -$15K | -1,419 | -8.0% | |
| 89 | CLRB | 0.02% | 10,384 | $50K | $4.82 | — | — | — | |
| 90 | SERA | 0.01% | 12,669 | $37K | $2.95 | -$2K | -64 | -0.5% | |
| 91 | COIN | —% | — | — | — | -$229K | -678 | -100.0% | SOLD |
| 92 | DGX | —% | — | — | — | -$1M | -6,069 | -100.0% | SOLD |
| 93 | CHRS | —% | — | — | — | -$21K | -12,946 | -100.0% | SOLD |
| 94 | CIBR | —% | — | — | — | -$203K | -2,669 | -100.0% | SOLD |
| 95 | QMCO | —% | — | — | — | -$99K | -10,000 | -100.0% | SOLD |
| 96 | MC | —% | — | — | — | -$288K | -4,034 | -100.0% | SOLD |
| 97 | HON | —% | — | — | — | -$1M | -4,956 | -100.0% | SOLD |
| 98 | SHW | —% | — | — | — | -$721K | -2,082 | -100.0% | SOLD |
| 99 | EA | —% | — | — | — | -$841K | -4,168 | -100.0% | SOLD |