Riverstone Advisors, LLC
In its 13F for Q1 2025 (holdings as of March 31, 2025, filed April 25, 2025), Riverstone Advisors, LLC reported 57 stock positions worth $166.3 million. Its top holding was iShares Core S&P 500 ETF (IVV) at 25.4% of the portfolio, followed by Amazon.com (AMZN, 9.6%) and Alphabet Class A (GOOGL, 8.4%). Compared with Q4 2024, it opened 5 new positions, sold out of 1, added to 14 and reduced 20. The biggest buy was Berkshire Hathaway Class B (BRK.B, shares +3%) and the biggest sale Alphabet Class A (GOOGL, shares −0%).
- Most Recent 13F
- Q2 2026
- Location
- NEW BRAUNFELS, TX
- CIK
- 0001763404
- Portfolio Value
- $166.3M (Q1 2025)
- SEC Filing
- 0001951757-25-000460 ↗ filed Apr 25, 2025
Holdings Value
Holdings 57 stocks · $166.3M
| IVV iShares Core S&P 500 ETF | 25.43% | 75,265 | $42.3M | Reduce -1.1% |
| AMZN Amazon.com Inc. | 9.57% | 83,642 | $15.9M | Add +0.0% |
| GOOGL Alphabet Inc. Class A | 8.39% | 90,217 | $14.0M | Reduce -0.5% |
| BRK.B Berkshire Hathaway Inc. Class B | 7.16% | 22,364 | $11.9M | Add +3.3% |
| TOL Toll Brothers Inc. | 6.45% | 101,524 | $10.7M | Add +0.3% |
| TSCO Tractor Supply Company | 6.07% | 183,211 | $10.1M | Reduce -0.8% |
| DHR Danaher Corp. | 5.14% | 41,673 | $8.5M | Reduce -1.4% |
| RTX RTX Corp. | 4.57% | 57,346 | $7.6M | Add +0.7% |
| QQQ Invesco QQQ Trust Series 1 | 2.88% | 10,220 | $4.8M | Reduce -3.2% |
| LNG Cheniere Energy Inc. | 2.35% | 16,908 | $3.9M | Add +4.9% |
| XOM Exxon Mobil Corp. | 2.04% | 28,576 | $3.4M | Reduce -3.0% |
| AAPL Apple Inc. | 1.95% | 14,596 | $3.2M | No change |
| AVGO Broadcom Inc. | 1.90% | 18,914 | $3.2M | Add +1.8% |
| PAYC Paycom Software Inc. | 1.34% | 10,231 | $2.2M | Reduce -4.9% |
| COP Conocophillips | 1.27% | 20,114 | $2.1M | Reduce -8.9% |
| MSFT Microsoft Corp. | 1.02% | 4,521 | $1.7M | Reduce -0.2% |
| NVDA Nvidia Corp. | 0.98% | 14,983 | $1.6M | Add +0.4% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.90% | 2,677 | $1.5M | Reduce -1.8% |
| AMAT Applied Materials Inc. | 0.78% | 8,989 | $1.3M | No change |
| CRWD CrowdStrike Holdings Inc. Class A | 0.75% | 3,550 | $1.3M | New |
| EOG EOG Resources Inc. | 0.55% | 7,190 | $922K | Reduce -17.8% |
| AMGN Amgen Inc. | 0.51% | 2,726 | $849K | Reduce -0.7% |
| LLY Eli Lilly & Co. | 0.47% | 955 | $789K | Reduce -29.5% |
| VTI VG Morningstar TS MKT ETF-US | 0.46% | 2,778 | $764K | No change |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.46% | 2,944 | $761K | Add +6.9% |
| DXCM Dexcom Inc. | 0.45% | 10,844 | $741K | Reduce -34.5% |
| COST Costco Wholesale Corp. | 0.41% | 724 | $685K | Add +5.1% |
| HWM Howmet Aerospace Inc. | 0.38% | 4,905 | $636K | Add +4.3% |
| META Meta Platforms Inc. Class A | 0.36% | 1,048 | $604K | Add +3.0% |
| JPM JPMorgan Chase & Co. | 0.28% | 1,879 | $461K | Reduce -0.6% |
| GLD SPDR Gold Shares | 0.26% | 1,513 | $436K | New |
| SHOP Shopify Inc. Class A | 0.26% | 4,444 | $424K | New |
| PYPL PayPal Holdings Inc. | 0.25% | 6,386 | $417K | Reduce -5.7% |
| NOW ServiceNow Inc. | 0.24% | 492 | $392K | No change |
| HD Home Depot Inc. | 0.23% | 1,063 | $390K | No change |
| GOOG Alphabet Inc. Class C | 0.23% | 2,400 | $375K | No change |
| ISRG Intuitive Surgical Inc. | 0.22% | 730 | $362K | No change |
| MRK Merck & Co. Inc. | 0.21% | 3,969 | $356K | Reduce -1.6% |
| PM Philip Morris International | 0.20% | 2,100 | $333K | No change |
| ORCL Oracle Corp. | 0.20% | 2,329 | $326K | No change |
| ABBV Abbvie Inc. | 0.17% | 1,350 | $283K | Add +0.1% |
| MAIN Main Street Capital Corp. | 0.17% | 4,958 | $280K | Add +13.8% |
| PWR Quanta Services Inc. | 0.16% | 1,022 | $260K | No change |
| ABT Abbott Laboratories | 0.15% | 1,897 | $252K | No change |
| CSCO Cisco Systems Inc. | 0.15% | 3,947 | $244K | Add +0.1% |
| V Visa Inc. Class A | 0.14% | 688 | $241K | No change |
| SCHG Schwab US Large-Cap Growth | 0.14% | 9,560 | $239K | No change |
| VOO Vanguard S&P 500 ETF | 0.14% | 460 | $236K | No change |
| FSLR First Solar Inc. | 0.14% | 1,807 | $228K | No change |
| SDY SS SPDR S&P Dividend ETF | 0.14% | 1,680 | $228K | No change |
| WMT Walmart Inc. | 0.14% | 2,562 | $225K | No change |
| NEE Nextera Energy Inc. | 0.14% | 3,173 | $225K | Reduce -5.8% |
| PH Parker Hannifin Corp. | 0.13% | 368 | $224K | Reduce -4.2% |
| MPWR Monolithic Power Systems Inc. | 0.13% | 383 | $222K | New |
| MU Micron Technology Inc. | 0.13% | 2,438 | $212K | Reduce -7.6% |
| AME Ametek Inc. | 0.12% | 1,200 | $207K | No change |
| FLDR Fidelity Low Durat Fact ETF | 0.12% | 4,000 | $200K | New |
Portfolio Sells Q4 2024 → Q1 2025
| GOOGL Alphabet Inc. Class A | Reduce -0.5% | 8.39% | −1.39 |
| DHR Danaher Corp. | Reduce -1.4% | 5.14% | −0.39 |
| DXCM Dexcom Inc. | Reduce -34.5% | 0.45% | −0.29 |
| QQQ Invesco QQQ Trust Series 1 | Reduce -3.2% | 2.88% | −0.19 |
| CRM Salesforce Inc. | Sold out | 0.00% | −0.12 |
| LLY Eli Lilly & Co. | Reduce -29.5% | 0.47% | −0.12 |
| IVV iShares Core S&P 500 ETF | Reduce -1.1% | 25.43% | −0.10 |
| PYPL PayPal Holdings Inc. | Reduce -5.7% | 0.25% | −0.08 |
| MSFT Microsoft Corp. | Reduce -0.2% | 1.02% | −0.07 |
| EOG EOG Resources Inc. | Reduce -17.8% | 0.55% | −0.06 |
| MRK Merck & Co. Inc. | Reduce -1.6% | 0.21% | −0.01 |
| SPY SS SPDR S&P 500 ETF Trust-US | Reduce -1.8% | 0.90% | −0.01 |
| PH Parker Hannifin Corp. | Reduce -4.2% | 0.13% | −0.00 |
| NEE Nextera Energy Inc. | Reduce -5.8% | 0.14% | −0.00 |
| MU Micron Technology Inc. | Reduce -7.6% | 0.13% | +0.00 |
| JPM JPMorgan Chase & Co. | Reduce -0.6% | 0.28% | +0.02 |
| COP Conocophillips | Reduce -8.9% | 1.27% | +0.02 |
| PAYC Paycom Software Inc. | Reduce -4.9% | 1.34% | +0.09 |
| AMGN Amgen Inc. | Reduce -0.7% | 0.51% | +0.10 |
| XOM Exxon Mobil Corp. | Reduce -3.0% | 2.04% | +0.24 |
| TSCO Tractor Supply Company | Reduce -0.8% | 6.07% | +0.49 |
Portfolio Buys Q4 2024 → Q1 2025
| BRK.B Berkshire Hathaway Inc. Class B | Add +3.3% | 7.16% | +1.57 |
| RTX RTX Corp. | Add +0.7% | 4.57% | +0.81 |
| CRWD CrowdStrike Holdings Inc. Class A | New | 0.75% | +0.75 |
| LNG Cheniere Energy Inc. | Add +4.9% | 2.35% | +0.38 |
| GLD SPDR Gold Shares | New | 0.26% | +0.26 |
| SHOP Shopify Inc. Class A | New | 0.26% | +0.26 |
| MPWR Monolithic Power Systems Inc. | New | 0.13% | +0.13 |
| FLDR Fidelity Low Durat Fact ETF | New | 0.12% | +0.12 |
| HWM Howmet Aerospace Inc. | Add +4.3% | 0.38% | +0.09 |
| COST Costco Wholesale Corp. | Add +5.1% | 0.41% | +0.05 |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | Add +6.9% | 0.46% | +0.04 |
| ABBV Abbvie Inc. | Add +0.1% | 0.17% | +0.03 |
| META Meta Platforms Inc. Class A | Add +3.0% | 0.36% | +0.02 |
| MAIN Main Street Capital Corp. | Add +13.8% | 0.17% | +0.02 |
| CSCO Cisco Systems Inc. | Add +0.1% | 0.15% | +0.01 |
| NVDA Nvidia Corp. | Add +0.4% | 0.98% | −0.17 |
| AVGO Broadcom Inc. | Add +1.8% | 1.90% | −0.55 |
| TOL Toll Brothers Inc. | Add +0.3% | 6.45% | −0.82 |
| AMZN Amazon.com Inc. | Add +0.0% | 9.57% | −0.88 |
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 |