Riverstone Advisors, LLC
In its 13F for Q4 2024 (holdings as of December 31, 2024, filed January 24, 2025), Riverstone Advisors, LLC reported 53 stock positions worth $175.5 million. Its top holding was iShares Core S&P 500 ETF (IVV) at 25.5% of the portfolio, followed by Amazon.com (AMZN, 10.5%) and Alphabet Class A (GOOGL, 9.8%). Compared with Q3 2024, it opened 4 new positions, sold out of 1, added to 21 and reduced 10. The biggest buy was Amazon.com (AMZN, shares +1%) and the biggest sale Toll Brothers (TOL, shares −0%).
- Most Recent 13F
- Q2 2026
- Location
- NEW BRAUNFELS, TX
- CIK
- 0001763404
- Portfolio Value
- $175.5M (Q4 2024)
- SEC Filing
- 0001951757-25-000113 ↗ filed Jan 24, 2025
Holdings Value
Holdings 53 stocks · $175.5M
| IVV iShares Core S&P 500 ETF | 25.54% | 76,125 | $44.8M | Add +1.2% |
| AMZN Amazon.com Inc. | 10.45% | 83,608 | $18.3M | Add +1.1% |
| GOOGL Alphabet Inc. Class A | 9.78% | 90,637 | $17.2M | Reduce -0.9% |
| TOL Toll Brothers Inc. | 7.26% | 101,195 | $12.7M | Reduce -0.3% |
| BRK.B Berkshire Hathaway Inc. Class B | 5.59% | 21,660 | $9.8M | Add +0.0% |
| TSCO Tractor Supply Company | 5.59% | 184,725 | $9.8M | No change |
| DHR Danaher Corp. | 5.53% | 42,272 | $9.7M | Reduce -0.1% |
| RTX RTX Corp. | 3.76% | 56,975 | $6.6M | Add +0.0% |
| QQQ Invesco QQQ Trust Series 1 | 3.08% | 10,559 | $5.4M | Add +6.9% |
| AVGO Broadcom Inc. | 2.46% | 18,584 | $4.3M | Add +2.9% |
| AAPL Apple Inc. | 2.08% | 14,596 | $3.7M | Add +1.0% |
| LNG Cheniere Energy Inc. | 1.97% | 16,119 | $3.5M | Add +9.4% |
| XOM Exxon Mobil Corp. | 1.81% | 29,469 | $3.2M | Reduce -1.1% |
| PAYC Paycom Software Inc. | 1.26% | 10,760 | $2.2M | Reduce -0.9% |
| COP Conocophillips | 1.25% | 22,090 | $2.2M | Reduce -27.0% |
| NVDA Nvidia Corp. | 1.14% | 14,918 | $2.0M | Add +43.3% |
| MSFT Microsoft Corp. | 1.09% | 4,529 | $1.9M | Add +0.4% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.91% | 2,727 | $1.6M | Add +1.4% |
| AMAT Applied Materials Inc. | 0.83% | 8,989 | $1.5M | No change |
| DXCM Dexcom Inc. | 0.73% | 16,565 | $1.3M | Reduce -14.0% |
| EOG EOG Resources Inc. | 0.61% | 8,751 | $1.1M | Reduce -4.8% |
| LLY Eli Lilly & Co. | 0.60% | 1,355 | $1.0M | Add +0.4% |
| VTI VG Morningstar TS MKT ETF-US | 0.46% | 2,778 | $805K | Add +6.2% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.41% | 2,754 | $728K | Add +8.1% |
| AMGN Amgen Inc. | 0.41% | 2,746 | $716K | No change |
| COST Costco Wholesale Corp. | 0.36% | 689 | $631K | Add +34.3% |
| META Meta Platforms Inc. Class A | 0.34% | 1,018 | $596K | Add +3.7% |
| PYPL PayPal Holdings Inc. | 0.33% | 6,775 | $578K | Reduce -0.8% |
| NOW ServiceNow Inc. | 0.30% | 492 | $522K | New |
| HWM Howmet Aerospace Inc. | 0.29% | 4,705 | $515K | New |
| GOOG Alphabet Inc. Class C | 0.26% | 2,400 | $457K | No change |
| JPM JPMorgan Chase & Co. | 0.26% | 1,890 | $453K | Add +0.1% |
| HD Home Depot Inc. | 0.24% | 1,063 | $413K | No change |
| MRK Merck & Co. Inc. | 0.23% | 4,034 | $401K | Reduce -3.2% |
| ORCL Oracle Corp. | 0.22% | 2,329 | $388K | No change |
| ISRG Intuitive Surgical Inc. | 0.22% | 730 | $381K | No change |
| PWR Quanta Services Inc. | 0.18% | 1,022 | $323K | No change |
| FSLR First Solar Inc. | 0.18% | 1,807 | $318K | No change |
| SCHG Schwab US Large-Cap Growth | 0.15% | 9,560 | $266K | No change |
| MAIN Main Street Capital Corp. | 0.15% | 4,358 | $255K | No change |
| PM Philip Morris International | 0.14% | 2,100 | $253K | No change |
| VOO Vanguard S&P 500 ETF | 0.14% | 460 | $248K | No change |
| PH Parker Hannifin Corp. | 0.14% | 384 | $244K | Add +0.3% |
| NEE Nextera Energy Inc. | 0.14% | 3,369 | $242K | Add +36.6% |
| ABBV Abbvie Inc. | 0.14% | 1,348 | $240K | Add +0.2% |
| CSCO Cisco Systems Inc. | 0.13% | 3,941 | $233K | Add +0.2% |
| WMT Walmart Inc. | 0.13% | 2,562 | $231K | No change |
| MU Micron Technology Inc. | 0.13% | 2,638 | $222K | No change |
| SDY SS SPDR S&P Dividend ETF | 0.13% | 1,680 | $222K | No change |
| V Visa Inc. Class A | 0.12% | 688 | $217K | New |
| AME Ametek Inc. | 0.12% | 1,200 | $216K | No change |
| CRM Salesforce Inc. | 0.12% | 646 | $216K | New |
| ABT Abbott Laboratories | 0.12% | 1,897 | $215K | No change |
Portfolio Sells Q3 2024 → Q4 2024
| TOL Toll Brothers Inc. | Reduce -0.3% | 7.26% | −1.86 |
| DHR Danaher Corp. | Reduce -0.1% | 5.53% | −1.31 |
| COP Conocophillips | Reduce -27.0% | 1.25% | −0.60 |
| XOM Exxon Mobil Corp. | Reduce -1.1% | 1.81% | −0.22 |
| LEN Lennar Corp. Class A | Sold out | 0.00% | −0.13 |
| MRK Merck & Co. Inc. | Reduce -3.2% | 0.23% | −0.05 |
| EOG EOG Resources Inc. | Reduce -4.8% | 0.61% | −0.05 |
| DXCM Dexcom Inc. | Reduce -14.0% | 0.73% | −0.02 |
| PYPL PayPal Holdings Inc. | Reduce -0.8% | 0.33% | +0.02 |
| PAYC Paycom Software Inc. | Reduce -0.9% | 1.26% | +0.21 |
| GOOGL Alphabet Inc. Class A | Reduce -0.9% | 9.78% | +0.95 |
Portfolio Buys Q3 2024 → Q4 2024
| AMZN Amazon.com Inc. | Add +1.1% | 10.45% | +1.49 |
| AVGO Broadcom Inc. | Add +2.9% | 2.46% | +0.64 |
| LNG Cheniere Energy Inc. | Add +9.4% | 1.97% | +0.43 |
| NVDA Nvidia Corp. | Add +43.3% | 1.14% | +0.41 |
| IVV iShares Core S&P 500 ETF | Add +1.2% | 25.54% | +0.31 |
| NOW ServiceNow Inc. | New | 0.30% | +0.30 |
| HWM Howmet Aerospace Inc. | New | 0.29% | +0.29 |
| QQQ Invesco QQQ Trust Series 1 | Add +6.9% | 3.08% | +0.27 |
| AAPL Apple Inc. | Add +1.0% | 2.08% | +0.13 |
| V Visa Inc. Class A | New | 0.12% | +0.12 |
| CRM Salesforce Inc. | New | 0.12% | +0.12 |
| COST Costco Wholesale Corp. | Add +34.3% | 0.36% | +0.10 |
| VTI VG Morningstar TS MKT ETF-US | Add +6.2% | 0.46% | +0.03 |
| JPM JPMorgan Chase & Co. | Add +0.1% | 0.26% | +0.03 |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | Add +8.1% | 0.41% | +0.02 |
| NEE Nextera Energy Inc. | Add +36.6% | 0.14% | +0.02 |
| SPY SS SPDR S&P 500 ETF Trust-US | Add +1.4% | 0.91% | +0.01 |
| META Meta Platforms Inc. Class A | Add +3.7% | 0.34% | +0.01 |
| CSCO Cisco Systems Inc. | Add +0.2% | 0.13% | +0.01 |
| PH Parker Hannifin Corp. | Add +0.3% | 0.14% | −0.00 |
| ABBV Abbvie Inc. | Add +0.2% | 0.14% | −0.02 |
| MSFT Microsoft Corp. | Add +0.4% | 1.09% | −0.04 |
| LLY Eli Lilly & Co. | Add +0.4% | 0.60% | −0.10 |
| BRK.B Berkshire Hathaway Inc. Class B | Add +0.0% | 5.59% | −0.20 |
| RTX RTX Corp. | Add +0.0% | 3.76% | −0.26 |
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 |