Riverstone Advisors, LLC

In its 13F for Q2 2024 (holdings as of June 30, 2024, filed July 22, 2024), Riverstone Advisors, LLC reported 46 stock positions worth $162.7 million. Its top holding was iShares Core S&P 500 ETF (IVV) at 24.1% of the portfolio, followed by Alphabet Class A (GOOGL, 10.4%) and Amazon.com (AMZN, 9.9%). Compared with Q1 2024, it opened 2 new positions, sold out of 6, added to 18 and reduced 12. The biggest buy was iShares Core S&P 500 ETF (IVV, shares +1%) and the biggest sale an exit from Keysight Technologies (KEYS).

Most Recent 13F
Q2 2026
Location
NEW BRAUNFELS, TX
CIK
0001763404
Portfolio Value
$162.7M (Q2 2024)
SEC Filing
0001951757-24-000573 ↗ filed Jul 22, 2024

Holdings Value

0$50.0M$100.0M$150.0M$200.0M$250.0M Q1 2024: $167.7M Q1 2024 Q2 2024: $162.7M $162.7M Q2 2024 Q3 2024: $172.0M Q3 2024 Q4 2024: $175.5M Q4 2024 Q1 2025: $166.3M Q1 2025 Q2 2025: $185.0M Q2 2025 Q3 2025: $203.9M Q3 2025 Q4 2025: $212.2M Q4 2025 Q1 2026: $202.8M Q1 2026 Q2 2026: $241.1M Q2 2026

Holdings 46 stocks · $162.7M

IVV iShares Core S&P 500 ETF 24.15% 71,812 $39.3M Add +0.9%
GOOGL Alphabet Inc. Class A 10.41% 93,031 $16.9M Reduce -0.2%
AMZN Amazon.com Inc. 9.90% 83,342 $16.1M Add +0.3%
TOL Toll Brothers Inc. 7.39% 104,439 $12.0M Reduce -0.2%
DHR Danaher Corp. 6.56% 42,697 $10.7M Add +0.4%
TSCO Tractor Supply Company 6.17% 37,170 $10.0M Add +0.4%
BRK.B Berkshire Hathaway Inc. Class B 5.44% 21,745 $8.8M Add +1.8%
RTX RTX Corp. 3.52% 57,050 $5.7M Add +0.0%
QQQ Invesco QQQ Trust Series 1 2.69% 9,125 $4.4M Add +14.1%
COP Conocophillips 2.19% 31,172 $3.6M Reduce -0.7%
XOM Exxon Mobil Corp. 2.12% 29,963 $3.4M Reduce -3.5%
AAPL Apple Inc. 1.98% 15,316 $3.2M Add +2.3%
AVGO Broadcom Inc. 1.64% 1,660 $2.7M Add +8.8%
LNG Cheniere Energy Inc. 1.57% 14,573 $2.5M Reduce -0.2%
DXCM Dexcom Inc. 1.52% 21,818 $2.5M Reduce -51.5%
AMAT Applied Materials Inc. 1.30% 8,989 $2.1M Add +0.1%
PAYC Paycom Software Inc. 1.25% 14,259 $2.0M Reduce -36.9%
MSFT Microsoft Corp. 1.23% 4,485 $2.0M Add +3.3%
SPY SS SPDR S&P 500 ETF Trust-US 0.90% 2,689 $1.5M No change
EOG EOG Resources Inc. 0.89% 11,517 $1.4M Reduce -2.7%
LLY Eli Lilly & Co. 0.75% 1,350 $1.2M No change
NVDA Nvidia Corp. 0.74% 9,698 $1.2M Reduce -4.5%
AMGN Amgen Inc. 0.53% 2,746 $858K No change
PYPL PayPal Holdings Inc. 0.46% 12,972 $753K Reduce -37.7%
VTI VG Morningstar TS MKT ETF-US 0.43% 2,615 $700K Add +1.5%
VO Vngrd Mrngstr MD-Cap ETF-Usd 0.38% 2,547 $617K Add +36.7%
MRK Merck & Co. Inc. 0.32% 4,169 $516K No change
META Meta Platforms Inc. Class A 0.32% 1,022 $515K Add +27.4%
GOOG Alphabet Inc. Class C 0.29% 2,580 $473K Reduce -0.2%
FSLR First Solar Inc. 0.25% 1,807 $407K No change
JPM JPMorgan Chase & Co. 0.23% 1,885 $381K Add +0.2%
COST Costco Wholesale Corp. 0.23% 443 $377K Add +34.6%
HD Home Depot Inc. 0.22% 1,063 $366K Reduce -0.1%
MU Micron Technology Inc. 0.21% 2,638 $347K No change
MPWR Monolithic Power Systems Inc. 0.21% 422 $347K No change
ORCL Oracle Corp. 0.20% 2,329 $329K No change
PWR Quanta Services Inc. 0.16% 1,022 $260K No change
SCHG Schwab US Large-Cap Growth 0.16% 2,540 $256K No change
ISRG Intuitive Surgical Inc. 0.16% 570 $254K No change
ABBV Abbvie Inc. 0.14% 1,343 $230K Add +0.2%
VOO Vanguard S&P 500 ETF 0.14% 460 $230K New
MAIN Main Street Capital Corp. 0.14% 4,358 $220K No change
SDY SS SPDR S&P Dividend ETF 0.13% 1,680 $214K No change
CMCSA Comcast Corp. Class A 0.13% 5,441 $213K Add +0.5%
PM Philip Morris International 0.13% 2,100 $213K New
AME Ametek Inc. 0.12% 1,200 $200K No change

Portfolio Sells Q1 2024 → Q2 2024

KEYS Keysight Technologies Inc. Sold out 0.00% −3.39
DXCM Dexcom Inc. Reduce -51.5% 1.52% −2.20
PAYC Paycom Software Inc. Reduce -36.9% 1.25% −1.43
TOL Toll Brothers Inc. Reduce -0.2% 7.39% −0.68
PYPL PayPal Holdings Inc. Reduce -37.7% 0.46% −0.37
COP Conocophillips Reduce -0.7% 2.19% −0.19
ABT Abbott Laboratories Sold out 0.00% −0.14
INTC Intel Corp. Sold out 0.00% −0.13
PH Parker Hannifin Corp. Sold out 0.00% −0.13
CRM Salesforce Inc. Sold out 0.00% −0.12
LEN Lennar Corp. Class A Sold out 0.00% −0.12
XOM Exxon Mobil Corp. Reduce -3.5% 2.12% −0.03
HD Home Depot Inc. Reduce -0.1% 0.22% −0.02
EOG EOG Resources Inc. Reduce -2.7% 0.89% −0.01
GOOG Alphabet Inc. Class C Reduce -0.2% 0.29% +0.06
LNG Cheniere Energy Inc. Reduce -0.2% 1.57% +0.16
NVDA Nvidia Corp. Reduce -4.5% 0.74% +0.19
GOOGL Alphabet Inc. Class A Reduce -0.2% 10.41% +2.03

Portfolio Buys Q1 2024 → Q2 2024

IVV iShares Core S&P 500 ETF Add +0.9% 24.15% +1.85
AMZN Amazon.com Inc. Add +0.3% 9.90% +0.96
QQQ Invesco QQQ Trust Series 1 Add +14.1% 2.69% +0.57
AAPL Apple Inc. Add +2.3% 1.98% +0.45
AVGO Broadcom Inc. Add +8.8% 1.64% +0.43
TSCO Tractor Supply Company Add +0.4% 6.17% +0.39
DHR Danaher Corp. Add +0.4% 6.56% +0.22
RTX RTX Corp. Add +0.0% 3.52% +0.20
AMAT Applied Materials Inc. Add +0.1% 1.30% +0.20
MSFT Microsoft Corp. Add +3.3% 1.23% +0.14
VOO Vanguard S&P 500 ETF New 0.14% +0.14
PM Philip Morris International New 0.13% +0.13
VO Vngrd Mrngstr MD-Cap ETF-Usd Add +36.7% 0.38% +0.10
COST Costco Wholesale Corp. Add +34.6% 0.23% +0.09
META Meta Platforms Inc. Class A Add +27.4% 0.32% +0.08
BRK.B Berkshire Hathaway Inc. Class B Add +1.8% 5.44% +0.08
VTI VG Morningstar TS MKT ETF-US Add +1.5% 0.43% +0.03
JPM JPMorgan Chase & Co. Add +0.2% 0.23% +0.01
ABBV Abbvie Inc. Add +0.2% 0.14% −0.00
CMCSA Comcast Corp. Class A Add +0.5% 0.13% −0.01

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 85$241.1MIVV, GOOGL, AMZN, TOL, BRK.B
Q1 2026 74$202.8MIVV, GOOGL, AMZN, TOL, RTX
Q4 2025 58$212.2MIVV, GOOGL, AMZN, TOL, BRK.B
Q3 2025 62$203.9MIVV, GOOGL, AMZN, TOL, BRK.B
Q2 2025 59$185.0MIVV, AMZN, GOOGL, TOL, BRK.B
Q1 2025 57$166.3MIVV, AMZN, GOOGL, BRK.B, TOL
Q4 2024 53$175.5MIVV, AMZN, GOOGL, TOL, BRK.B
Q3 2024 50$172.0MIVV, TOL, AMZN, GOOGL, DHR
Q2 2024 46$162.7MIVV, GOOGL, AMZN, TOL, DHR
Q1 2024 50$167.7MIVV, AMZN, GOOGL, TOL, DHR