Riverstone Advisors, LLC
In its 13F for Q3 2024 (holdings as of September 30, 2024, filed November 4, 2024), Riverstone Advisors, LLC reported 50 stock positions worth $172.0 million. Its top holding was iShares Core S&P 500 ETF (IVV) at 25.2% of the portfolio, followed by Toll Brothers (TOL, 9.1%) and Amazon.com (AMZN, 9.0%). Compared with Q2 2024, it opened 6 new positions, sold out of 2, added to 10 and reduced 17. The biggest buy was iShares Core S&P 500 ETF (IVV, shares +5%) and the biggest sale Alphabet Class A (GOOGL, shares −2%).
- Most Recent 13F
- Q2 2026
- Location
- NEW BRAUNFELS, TX
- CIK
- 0001763404
- Portfolio Value
- $172.0M (Q3 2024)
- SEC Filing
- 0001951757-24-001161 ↗ filed Nov 4, 2024
Holdings Value
Holdings 50 stocks · $172.0M
| IVV iShares Core S&P 500 ETF | 25.22% | 75,196 | $43.4M | Add +4.7% |
| TOL Toll Brothers Inc. | 9.12% | 101,524 | $15.7M | Reduce -2.8% |
| AMZN Amazon.com Inc. | 8.96% | 82,722 | $15.4M | Reduce -0.7% |
| GOOGL Alphabet Inc. Class A | 8.82% | 91,472 | $15.2M | Reduce -1.7% |
| DHR Danaher Corp. | 6.84% | 42,329 | $11.8M | Reduce -0.9% |
| TSCO Tractor Supply Company | 6.25% | 36,949 | $10.7M | Reduce -0.6% |
| BRK.B Berkshire Hathaway Inc. Class B | 5.80% | 21,654 | $10.0M | Reduce -0.4% |
| RTX RTX Corp. | 4.01% | 56,972 | $6.9M | Reduce -0.1% |
| QQQ Invesco QQQ Trust Series 1 | 2.80% | 9,876 | $4.8M | Add +8.2% |
| XOM Exxon Mobil Corp. | 2.03% | 29,791 | $3.5M | Reduce -0.6% |
| AAPL Apple Inc. | 1.96% | 14,448 | $3.4M | Reduce -5.7% |
| COP Conocophillips | 1.85% | 30,263 | $3.2M | Reduce -2.9% |
| AVGO Broadcom Inc. | 1.81% | 18,054 | $3.1M | Add +8.8% |
| LNG Cheniere Energy Inc. | 1.54% | 14,736 | $2.7M | Add +1.1% |
| MSFT Microsoft Corp. | 1.13% | 4,510 | $1.9M | Add +0.6% |
| AMAT Applied Materials Inc. | 1.06% | 8,989 | $1.8M | No change |
| PAYC Paycom Software Inc. | 1.05% | 10,853 | $1.8M | Reduce -23.9% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.90% | 2,689 | $1.5M | No change |
| DXCM Dexcom Inc. | 0.75% | 19,252 | $1.3M | Reduce -11.8% |
| NVDA Nvidia Corp. | 0.74% | 10,411 | $1.3M | Add +7.3% |
| LLY Eli Lilly & Co. | 0.70% | 1,350 | $1.2M | No change |
| EOG EOG Resources Inc. | 0.66% | 9,194 | $1.1M | Reduce -20.2% |
| AMGN Amgen Inc. | 0.51% | 2,746 | $885K | No change |
| VTI VG Morningstar TS MKT ETF-US | 0.43% | 2,615 | $741K | No change |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.39% | 2,547 | $672K | No change |
| META Meta Platforms Inc. Class A | 0.33% | 982 | $562K | Reduce -3.9% |
| PYPL PayPal Holdings Inc. | 0.31% | 6,829 | $533K | Reduce -47.4% |
| MRK Merck & Co. Inc. | 0.28% | 4,169 | $473K | No change |
| COST Costco Wholesale Corp. | 0.26% | 513 | $455K | Add +15.8% |
| FSLR First Solar Inc. | 0.26% | 1,807 | $451K | No change |
| HD Home Depot Inc. | 0.25% | 1,063 | $431K | No change |
| GOOG Alphabet Inc. Class C | 0.23% | 2,400 | $401K | Reduce -7.0% |
| JPM JPMorgan Chase & Co. | 0.23% | 1,888 | $398K | Add +0.2% |
| ORCL Oracle Corp. | 0.23% | 2,329 | $397K | No change |
| ISRG Intuitive Surgical Inc. | 0.21% | 730 | $359K | Add +28.1% |
| PWR Quanta Services Inc. | 0.18% | 1,022 | $305K | No change |
| MU Micron Technology Inc. | 0.16% | 2,638 | $274K | No change |
| ABBV Abbvie Inc. | 0.15% | 1,345 | $266K | Add +0.1% |
| PM Philip Morris International | 0.15% | 2,100 | $255K | No change |
| SCHG Schwab US Large-Cap Growth | 0.14% | 2,390 | $249K | Reduce -5.9% |
| VOO Vanguard S&P 500 ETF | 0.14% | 460 | $243K | No change |
| PH Parker Hannifin Corp. | 0.14% | 383 | $242K | New |
| SDY SS SPDR S&P Dividend ETF | 0.14% | 1,680 | $239K | No change |
| LEN Lennar Corp. Class A | 0.13% | 1,180 | $221K | New |
| MAIN Main Street Capital Corp. | 0.13% | 4,358 | $219K | No change |
| ABT Abbott Laboratories | 0.13% | 1,897 | $216K | New |
| CSCO Cisco Systems Inc. | 0.12% | 3,933 | $209K | New |
| NEE Nextera Energy Inc. | 0.12% | 2,466 | $208K | New |
| WMT Walmart Inc. | 0.12% | 2,562 | $207K | New |
| AME Ametek Inc. | 0.12% | 1,200 | $206K | No change |
Portfolio Sells Q2 2024 → Q3 2024
| GOOGL Alphabet Inc. Class A | Reduce -1.7% | 8.82% | −1.59 |
| AMZN Amazon.com Inc. | Reduce -0.7% | 8.96% | −0.93 |
| DXCM Dexcom Inc. | Reduce -11.8% | 0.75% | −0.77 |
| COP Conocophillips | Reduce -2.9% | 1.85% | −0.34 |
| EOG EOG Resources Inc. | Reduce -20.2% | 0.66% | −0.23 |
| MPWR Monolithic Power Systems Inc. | Sold out | 0.00% | −0.21 |
| PAYC Paycom Software Inc. | Reduce -23.9% | 1.05% | −0.20 |
| PYPL PayPal Holdings Inc. | Reduce -47.4% | 0.31% | −0.15 |
| CMCSA Comcast Corp. Class A | Sold out | 0.00% | −0.13 |
| XOM Exxon Mobil Corp. | Reduce -0.6% | 2.03% | −0.09 |
| GOOG Alphabet Inc. Class C | Reduce -7.0% | 0.23% | −0.06 |
| AAPL Apple Inc. | Reduce -5.7% | 1.96% | −0.02 |
| SCHG Schwab US Large-Cap Growth | Reduce -5.9% | 0.14% | −0.01 |
| META Meta Platforms Inc. Class A | Reduce -3.9% | 0.33% | +0.01 |
| TSCO Tractor Supply Company | Reduce -0.6% | 6.25% | +0.08 |
| DHR Danaher Corp. | Reduce -0.9% | 6.84% | +0.29 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -0.4% | 5.80% | +0.36 |
| RTX RTX Corp. | Reduce -0.1% | 4.01% | +0.49 |
| TOL Toll Brothers Inc. | Reduce -2.8% | 9.12% | +1.73 |
Portfolio Buys Q2 2024 → Q3 2024
| IVV iShares Core S&P 500 ETF | Add +4.7% | 25.22% | +1.07 |
| AVGO Broadcom Inc. | Add +8.8% | 1.81% | +0.17 |
| PH Parker Hannifin Corp. | New | 0.14% | +0.14 |
| LEN Lennar Corp. Class A | New | 0.13% | +0.13 |
| ABT Abbott Laboratories | New | 0.13% | +0.13 |
| CSCO Cisco Systems Inc. | New | 0.12% | +0.12 |
| NEE Nextera Energy Inc. | New | 0.12% | +0.12 |
| WMT Walmart Inc. | New | 0.12% | +0.12 |
| QQQ Invesco QQQ Trust Series 1 | Add +8.2% | 2.80% | +0.12 |
| ISRG Intuitive Surgical Inc. | Add +28.1% | 0.21% | +0.05 |
| COST Costco Wholesale Corp. | Add +15.8% | 0.26% | +0.03 |
| ABBV Abbvie Inc. | Add +0.1% | 0.15% | +0.01 |
| NVDA Nvidia Corp. | Add +7.3% | 0.74% | −0.00 |
| JPM JPMorgan Chase & Co. | Add +0.2% | 0.23% | −0.00 |
| LNG Cheniere Energy Inc. | Add +1.1% | 1.54% | −0.02 |
| MSFT Microsoft Corp. | Add +0.6% | 1.13% | −0.10 |
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 |