Portfolio (Quarterly)
Guide ↗
Riverview Capital Advisers, LLC
· CIK 0001962933| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 61 | IJR | ISHARES TR | — | 3,510.0 | $436K | 0.15% | NEW | — | $124.32 | +12.1% |
| 62 | VB | VANGUARD INDEX FDS | — | 1,652.0 | $433K | 0.14% | -50K | -96.8% | $261.92 | +11.7% |
| 63 | VOO | VANGUARD INDEX FDS | — | 714.0 | $427K | 0.14% | — | — | $597.85 | +15.3% |
| 64 | — | LITHIUM ARGENTINA AG | — | 60,786.0 | $406K | 0.14% | — | — | $6.68 | — |
| 65 | SCHX | SCHWAB STRATEGIC TR | — | 15,415.0 | $395K | 0.13% | -2K | -11.8% | $25.64 | +15.0% |
| 66 | XLF | SELECT SECTOR SPDR TR | — | 7,607.0 | $376K | 0.12% | — | — | $49.37 | +4.9% |
| 67 | MA | MASTERCARD INCORPORATED | Financial Services | 744.0 | $372K | 0.12% | +7.0 | +0.9% | $499.75 | -1.1% |
| 68 | EPI | WISDOMTREE TR | — | 8,855.0 | $361K | 0.12% | — | — | $40.80 | +4.3% |
| 69 | GBTC | GRAYSCALE BITCOIN TRUST ETF | Financial Services | 6,373.0 | $336K | 0.11% | — | — | $52.76 | +11.5% |
| 70 | BA | BOEING CO | Industrials | 1,678.0 | $334K | 0.11% | NEW | — | $199.03 | +9.9% |
| 71 | VWO | VANGUARD INTL EQUITY INDEX F | — | 5,846.0 | $316K | 0.10% | — | — | $54.05 | +11.4% |
| 72 | SHOP | SHOPIFY INC | Technology | 2,623.0 | $311K | 0.10% | +335.0 | +14.6% | $118.62 | -12.1% |
| 73 | IVV | ISHARES TR | — | 397.0 | $259K | 0.09% | — | — | $653.34 | +15.3% |
| 74 | IMNN | IMUNON INC | Healthcare | 34,364.0 | $248K | 0.08% | — | — | $7.21 | -68.9% |
| 75 | CSGP | COSTAR GROUP INC | Real Estate | 5,972.0 | $241K | 0.08% | +3K | +95.0% | $40.34 | -19.0% |
| 76 | MSTR | STRATEGY INC | Technology | 1,908.0 | $238K | 0.08% | — | — | $124.80 | +28.2% |
| 77 | DVY | ISHARES TR | — | 1,526.0 | $231K | 0.08% | +71.0 | +4.9% | $151.44 | +2.5% |
| 78 | DKNG | DRAFTKINGS INC NEW | Consumer Cyclical | 10,378.0 | $224K | 0.07% | -2K | -14.1% | $21.62 | +10.6% |
| 79 | BAC | BANK AMERICA CORP | Financial Services | 4,424.0 | $216K | 0.07% | -162.0 | -3.5% | $48.75 | +6.6% |
| 80 | IBM | INTERNATIONAL BUSINESS MACHS | Technology | 867.0 | $210K | 0.07% | NEW | — | $242.38 | +3.3% |
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%