Riverstone Advisors, LLC
In its 13F for Q1 2024 (holdings as of March 31, 2024, filed May 10, 2024), Riverstone Advisors, LLC reported 50 stock positions worth $167.7 million. Its top holding was iShares Core S&P 500 ETF (IVV) at 22.3% of the portfolio, followed by Amazon.com (AMZN, 8.9%) and Alphabet Class A (GOOGL, 8.4%). Compared with Q4 2023, it opened 4 new positions, sold out of 3, added to 15 and reduced 20. The biggest buy was Toll Brothers (TOL, shares +0%) and the biggest sale Paycom Software (PAYC, shares −14%).
- Most Recent 13F
- Q2 2026
- Location
- NEW BRAUNFELS, TX
- CIK
- 0001763404
- Portfolio Value
- $167.7M (Q1 2024)
- SEC Filing
- 0001951757-24-000458 ↗ filed May 10, 2024
Holdings Value
Holdings 50 stocks · $167.7M
| IVV iShares Core S&P 500 ETF | 22.30% | 71,143 | $37.4M | Add +0.2% |
| AMZN Amazon.com Inc. | 8.94% | 83,092 | $15.0M | Reduce -4.0% |
| GOOGL Alphabet Inc. Class A | 8.39% | 93,204 | $14.1M | Reduce -6.4% |
| TOL Toll Brothers Inc. | 8.07% | 104,614 | $13.5M | Add +0.2% |
| DHR Danaher Corp. | 6.33% | 42,538 | $10.6M | Reduce -5.2% |
| TSCO Tractor Supply Company | 5.78% | 37,018 | $9.7M | Reduce -3.9% |
| BRK.B Berkshire Hathaway Inc. Class B | 5.36% | 21,366 | $9.0M | Add +1.5% |
| DXCM Dexcom Inc. | 3.72% | 44,978 | $6.2M | Reduce -4.8% |
| KEYS Keysight Technologies Inc. | 3.39% | 36,375 | $5.7M | Reduce -4.4% |
| RTX RTX Corp. | 3.32% | 57,025 | $5.6M | Reduce -0.6% |
| PAYC Paycom Software Inc. | 2.68% | 22,591 | $4.5M | Reduce -13.6% |
| COP Conocophillips | 2.38% | 31,402 | $4.0M | Reduce -0.8% |
| XOM Exxon Mobil Corp. | 2.15% | 31,056 | $3.6M | Reduce -0.8% |
| QQQ Invesco QQQ Trust Series 1 | 2.12% | 7,999 | $3.6M | Add +25.0% |
| AAPL Apple Inc. | 1.53% | 14,972 | $2.6M | Add +0.5% |
| LNG Cheniere Energy Inc. | 1.40% | 14,596 | $2.4M | Reduce -1.9% |
| AVGO Broadcom Inc. | 1.21% | 1,525 | $2.0M | Add +38.5% |
| AMAT Applied Materials Inc. | 1.10% | 8,979 | $1.9M | No change |
| MSFT Microsoft Corp. | 1.09% | 4,340 | $1.8M | Add +9.0% |
| EOG EOG Resources Inc. | 0.90% | 11,839 | $1.5M | Reduce -8.8% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.84% | 2,689 | $1.4M | Add +8.0% |
| PYPL PayPal Holdings Inc. | 0.83% | 20,829 | $1.4M | Reduce -2.4% |
| LLY Eli Lilly & Co. | 0.63% | 1,350 | $1.1M | No change |
| NVDA Nvidia Corp. | 0.55% | 1,016 | $918K | Reduce -70.5% |
| AMGN Amgen Inc. | 0.47% | 2,746 | $781K | No change |
| VTI VG Morningstar TS MKT ETF-US | 0.40% | 2,577 | $670K | No change |
| MRK Merck & Co. Inc. | 0.33% | 4,169 | $550K | Reduce -1.4% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.28% | 1,863 | $465K | Add +25.0% |
| HD Home Depot Inc. | 0.24% | 1,064 | $408K | Reduce -0.6% |
| GOOG Alphabet Inc. Class C | 0.23% | 2,585 | $394K | Add +55.7% |
| META Meta Platforms Inc. Class A | 0.23% | 802 | $389K | Add +35.7% |
| JPM JPMorgan Chase & Co. | 0.22% | 1,882 | $377K | Add +0.2% |
| MU Micron Technology Inc. | 0.19% | 2,638 | $311K | No change |
| FSLR First Solar Inc. | 0.18% | 1,807 | $305K | No change |
| ORCL Oracle Corp. | 0.17% | 2,329 | $293K | No change |
| MPWR Monolithic Power Systems Inc. | 0.17% | 422 | $286K | Reduce -80.4% |
| PWR Quanta Services Inc. | 0.16% | 1,022 | $266K | No change |
| ABBV Abbvie Inc. | 0.15% | 1,340 | $244K | Add +0.2% |
| COST Costco Wholesale Corp. | 0.14% | 329 | $241K | Add +5.1% |
| SCHG Schwab US Large-Cap Growth | 0.14% | 2,540 | $236K | No change |
| CMCSA Comcast Corp. Class A | 0.14% | 5,412 | $235K | Add +0.5% |
| ABT Abbott Laboratories | 0.14% | 2,047 | $233K | No change |
| ISRG Intuitive Surgical Inc. | 0.14% | 570 | $227K | Reduce -60.3% |
| INTC Intel Corp. | 0.13% | 5,046 | $223K | Reduce -37.3% |
| SDY SS SPDR S&P Dividend ETF | 0.13% | 1,680 | $220K | No change |
| AME Ametek Inc. | 0.13% | 1,200 | $219K | New |
| PH Parker Hannifin Corp. | 0.13% | 383 | $213K | New |
| MAIN Main Street Capital Corp. | 0.12% | 4,358 | $206K | Reduce -15.5% |
| CRM Salesforce Inc. | 0.12% | 676 | $204K | New |
| LEN Lennar Corp. Class A | 0.12% | 1,180 | $203K | New |
Portfolio Sells Q4 2023 → Q1 2024
| PAYC Paycom Software Inc. | Reduce -13.6% | 2.68% | −0.82 |
| MPWR Monolithic Power Systems Inc. | Reduce -80.4% | 0.17% | −0.71 |
| GOOGL Alphabet Inc. Class A | Reduce -6.4% | 8.39% | −0.61 |
| NVDA Nvidia Corp. | Reduce -70.5% | 0.55% | −0.56 |
| KEYS Keysight Technologies Inc. | Reduce -4.4% | 3.39% | −0.53 |
| DHR Danaher Corp. | Reduce -5.2% | 6.33% | −0.32 |
| MDB Mongodb Inc. | Sold out | 0.00% | −0.32 |
| LNG Cheniere Energy Inc. | Reduce -1.9% | 1.40% | −0.24 |
| ISRG Intuitive Surgical Inc. | Reduce -60.3% | 0.14% | −0.18 |
| CRWD CrowdStrike Holdings Inc. Class A | Sold out | 0.00% | −0.16 |
| CSCO Cisco Systems Inc. | Sold out | 0.00% | −0.13 |
| INTC Intel Corp. | Reduce -37.3% | 0.13% | −0.13 |
| EOG EOG Resources Inc. | Reduce -8.8% | 0.90% | −0.11 |
| DXCM Dexcom Inc. | Reduce -4.8% | 3.72% | −0.07 |
| MAIN Main Street Capital Corp. | Reduce -15.5% | 0.12% | −0.02 |
| PYPL PayPal Holdings Inc. | Reduce -2.4% | 0.83% | −0.02 |
| HD Home Depot Inc. | Reduce -0.6% | 0.24% | +0.00 |
| COP Conocophillips | Reduce -0.8% | 2.38% | +0.01 |
| MRK Merck & Co. Inc. | Reduce -1.4% | 0.33% | +0.03 |
| XOM Exxon Mobil Corp. | Reduce -0.8% | 2.15% | +0.13 |
| RTX RTX Corp. | Reduce -0.6% | 3.32% | +0.19 |
| TSCO Tractor Supply Company | Reduce -3.9% | 5.78% | +0.41 |
| AMZN Amazon.com Inc. | Reduce -4.0% | 8.94% | +0.42 |
Portfolio Buys Q4 2023 → Q1 2024
| TOL Toll Brothers Inc. | Add +0.2% | 8.07% | +1.12 |
| BRK.B Berkshire Hathaway Inc. Class B | Add +1.5% | 5.36% | +0.50 |
| QQQ Invesco QQQ Trust Series 1 | Add +25.0% | 2.12% | +0.42 |
| AVGO Broadcom Inc. | Add +38.5% | 1.21% | +0.41 |
| IVV iShares Core S&P 500 ETF | Add +0.2% | 22.30% | +0.36 |
| AME Ametek Inc. | New | 0.13% | +0.13 |
| PH Parker Hannifin Corp. | New | 0.13% | +0.13 |
| CRM Salesforce Inc. | New | 0.12% | +0.12 |
| LEN Lennar Corp. Class A | New | 0.12% | +0.12 |
| MSFT Microsoft Corp. | Add +9.0% | 1.09% | +0.12 |
| META Meta Platforms Inc. Class A | Add +35.7% | 0.23% | +0.10 |
| GOOG Alphabet Inc. Class C | Add +55.7% | 0.23% | +0.08 |
| SPY SS SPDR S&P 500 ETF Trust-US | Add +8.0% | 0.84% | +0.07 |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | Add +25.0% | 0.28% | +0.05 |
| JPM JPMorgan Chase & Co. | Add +0.2% | 0.22% | +0.02 |
| ABBV Abbvie Inc. | Add +0.2% | 0.15% | +0.01 |
| COST Costco Wholesale Corp. | Add +5.1% | 0.14% | +0.01 |
| CMCSA Comcast Corp. Class A | Add +0.5% | 0.14% | −0.01 |
| AAPL Apple Inc. | Add +0.5% | 1.53% | −0.32 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 85 | $241.1M | IVV, GOOGL, AMZN, TOL, BRK.B |
| Q1 2026 | 74 | $202.8M | IVV, GOOGL, AMZN, TOL, RTX |
| Q4 2025 | 58 | $212.2M | IVV, GOOGL, AMZN, TOL, BRK.B |
| Q3 2025 | 62 | $203.9M | IVV, GOOGL, AMZN, TOL, BRK.B |
| Q2 2025 | 59 | $185.0M | IVV, AMZN, GOOGL, TOL, BRK.B |
| Q1 2025 | 57 | $166.3M | IVV, AMZN, GOOGL, BRK.B, TOL |
| Q4 2024 | 53 | $175.5M | IVV, AMZN, GOOGL, TOL, BRK.B |
| Q3 2024 | 50 | $172.0M | IVV, TOL, AMZN, GOOGL, DHR |
| Q2 2024 | 46 | $162.7M | IVV, GOOGL, AMZN, TOL, DHR |
| Q1 2024 | 50 | $167.7M | IVV, AMZN, GOOGL, TOL, DHR |