Portfolio (Quarterly)
Guide ↗
Riverview Capital Advisers, LLC
· CIK 0001962933| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 41 | INDA | ISHARES TR | — | 29,115.0 | $1.4M | 0.46% | +3K | +11.5% | $46.84 | +3.7% |
| 42 | IWF | ISHARES TR | — | 3,128.0 | $1.3M | 0.45% | -23.0 | -0.7% | $426.41 | -70.5% |
| 43 | GS | GOLDMAN SACHS GROUP INC | Financial Services | 1,482.0 | $1.3M | 0.42% | +8.0 | +0.5% | $846.03 | +17.6% |
| 44 | IYW | ISHARES TR | — | 9,834.0 | $1.1M | 0.38% | — | — | $114.82 | +115.5% |
| 45 | XOM | EXXON MOBIL CORP | Energy | 6,365.0 | $1.1M | 0.36% | — | — | $169.65 | -11.7% |
| 46 | META | META PLATFORMS INC | Communication Services | 1,507.0 | $862K | 0.29% | +130.0 | +9.4% | $572.11 | +7.0% |
| 47 | JPM | JPMORGAN CHASE & CO | Financial Services | 2,697.0 | $793K | 0.27% | — | — | $294.16 | +4.3% |
| 48 | CAVA | CAVA GROUP INC | Consumer Cyclical | 9,272.0 | $750K | 0.25% | — | — | $80.90 | -0.7% |
| 49 | SIRI | SIRIUSXM HOLDINGS INC | Communication Services | 31,752.0 | $733K | 0.24% | +2K | +8.0% | $23.08 | +28.4% |
| 50 | JNJ | JOHNSON & JOHNSON | Healthcare | 2,950.0 | $721K | 0.24% | -4K | -58.9% | $244.45 | -5.8% |
| 51 | PHG | KONINKLIJKE PHILIPS N V | Healthcare | 24,503.0 | $671K | 0.22% | — | — | $27.40 | -1.7% |
| 52 | SPY | STATE STR SPDR S&P 500 ETF T | Financial Services | 989.0 | $643K | 0.21% | +37.0 | +3.9% | $650.26 | +15.4% |
| 53 | IBIT | ISHARES BITCOIN TRUST ETF | Financial Services | 16,165.0 | $621K | 0.21% | +10K | +162.2% | $38.42 | +11.9% |
| 54 | VGT | VANGUARD WORLD FD | — | 886.0 | $618K | 0.21% | — | — | $698.04 | -83.1% |
| 55 | VIS | VANGUARD WORLD FD | — | 1,734.0 | $541K | 0.18% | -4K | -71.9% | $312.20 | +9.6% |
| 56 | BX | BLACKSTONE INC | Financial Services | 4,291.0 | $493K | 0.17% | -64.0 | -1.5% | $115.00 | +2.7% |
| 57 | LLY | ELI LILLY & CO | Healthcare | 509.0 | $468K | 0.16% | — | — | $919.80 | +15.9% |
| 58 | PEP | PEPSICO INC | Consumer Defensive | 3,005.0 | $467K | 0.16% | -76.0 | -2.5% | $155.27 | -6.2% |
| 59 | SYK | STRYKER CORPORATION | Healthcare | 1,373.0 | $451K | 0.15% | — | — | $328.66 | -4.8% |
| 60 | ORCL | ORACLE CORP | Technology | 2,972.0 | $437K | 0.15% | +39.0 | +1.3% | $147.10 | +31.1% |
① Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.
Sector Allocation
Technology
28.3%
Consumer Cyclical
20.8%
Real Estate
11.6%
Industrials
10.0%
Financial Services
9.3%
Energy
5.7%
Consumer Defensive
4.6%
Communication Services
4.2%
Healthcare
3.1%
Utilities
2.3%