Riverstone Advisors
Latest statistics and disclosures from Riverstone Advisors's latest quarterly 13F-HR filing:
- Top 5 stock holdings are IVV, AMZN, GOOGL, TOL, DHR, and represent 54.02% of Riverstone Advisors's stock portfolio.
- Added to shares of these 10 stocks: QQQ, AVGO, AME, PH, CRM, LEN, MSFT, GOOG, BRK.B, SPY.
- Started 4 new stock positions in PH, CRM, AME, LEN.
- Reduced shares in these 10 stocks: NVDA, MPWR, GOOGL, PAYC, AMZN, DHR, MDB, TSCO, ISRG, DXCM.
- Sold out of its positions in CSCO, CRWD, MDB.
- Riverstone Advisors was a net seller of stock by $-6.0M.
- Riverstone Advisors has $168M in assets under management (AUM), dropping by 8.55%.
- Central Index Key (CIK): 0001763404
Tip: Access up to 7 years of quarterly data
Positions held by Riverstone Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Portfolio Holdings for Riverstone Advisors
Riverstone Advisors holds 50 positions in its portfolio as reported in the March 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Ishares Tr Core S&p500 Etf (IVV) | 22.3 | $37M | 71k | 525.73 |
|
|
| Amazon (AMZN) | 8.9 | $15M | -3% | 83k | 180.37 |
|
| Alphabet Cap Stk Cl A (GOOGL) | 8.4 | $14M | -6% | 93k | 150.93 |
|
| Toll Brothers (TOL) | 8.1 | $14M | 105k | 129.37 |
|
|
| Danaher Corporation (DHR) | 6.3 | $11M | -5% | 43k | 249.72 |
|
| Tractor Supply Company (TSCO) | 5.8 | $9.7M | -3% | 37k | 261.72 |
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 5.4 | $9.0M | 21k | 420.52 |
|
|
| Dex (DXCM) | 3.7 | $6.2M | -4% | 45k | 138.70 |
|
| Keysight Technologies (KEYS) | 3.4 | $5.7M | -4% | 36k | 156.38 |
|
| Raytheon Technologies Corp (RTX) | 3.3 | $5.6M | 57k | 97.53 |
|
|
| Paycom Software (PAYC) | 2.7 | $4.5M | -13% | 23k | 199.01 |
|
| ConocoPhillips (COP) | 2.4 | $4.0M | 31k | 127.28 |
|
|
| Exxon Mobil Corporation (XOM) | 2.2 | $3.6M | 31k | 116.24 |
|
|
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 2.1 | $3.6M | +24% | 8.0k | 444.02 |
|
| Apple (AAPL) | 1.5 | $2.6M | 15k | 171.48 |
|
|
| Cheniere Energy Com New (LNG) | 1.4 | $2.4M | 15k | 161.28 |
|
|
| Broadcom (AVGO) | 1.2 | $2.0M | +38% | 1.5k | 1325.77 |
|
| Applied Materials (AMAT) | 1.1 | $1.9M | 9.0k | 206.23 |
|
|
| Microsoft Corporation (MSFT) | 1.1 | $1.8M | +8% | 4.3k | 420.73 |
|
| EOG Resources (EOG) | 0.9 | $1.5M | -8% | 12k | 127.84 |
|
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.8 | $1.4M | +8% | 2.7k | 523.06 |
|
| Paypal Holdings (PYPL) | 0.8 | $1.4M | -2% | 21k | 66.99 |
|
| Eli Lilly & Co. (LLY) | 0.6 | $1.1M | 1.4k | 777.96 |
|
|
| NVIDIA Corporation (NVDA) | 0.5 | $918k | -70% | 1.0k | 903.56 |
|
| Amgen (AMGN) | 0.5 | $781k | 2.7k | 284.32 |
|
|
| Vanguard Index Fds Total Stk Mkt (VTI) | 0.4 | $670k | 2.6k | 259.93 |
|
|
| Merck & Co (MRK) | 0.3 | $550k | 4.2k | 131.95 |
|
|
| Vanguard Index Fds Mid Cap Etf (VO) | 0.3 | $466k | +25% | 1.9k | 249.86 |
|
| Home Depot (HD) | 0.2 | $408k | 1.1k | 383.60 |
|
|
| Alphabet Cap Stk Cl C (GOOG) | 0.2 | $394k | +55% | 2.6k | 152.26 |
|
| Meta Platforms Cl A (META) | 0.2 | $389k | +35% | 802.00 | 485.58 |
|
| JPMorgan Chase & Co. (JPM) | 0.2 | $377k | 1.9k | 200.33 |
|
|
| Micron Technology (MU) | 0.2 | $311k | 2.6k | 117.89 |
|
|
| First Solar (FSLR) | 0.2 | $305k | 1.8k | 168.80 |
|
|
| Oracle Corporation (ORCL) | 0.2 | $293k | 2.3k | 125.61 |
|
|
| Monolithic Power Systems (MPWR) | 0.2 | $286k | -80% | 422.00 | 677.42 |
|
| Quanta Services (PWR) | 0.2 | $266k | 1.0k | 259.80 |
|
|
| Abbvie (ABBV) | 0.1 | $244k | 1.3k | 182.06 |
|
|
| Costco Wholesale Corporation (COST) | 0.1 | $241k | +5% | 329.00 | 732.62 |
|
| Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 0.1 | $236k | 2.5k | 92.72 |
|
|
| Comcast Corp Cl A (CMCSA) | 0.1 | $235k | 5.4k | 43.35 |
|
|
| Abbott Laboratories (ABT) | 0.1 | $233k | 2.0k | 113.66 |
|
|
| Intuitive Surgical Com New (ISRG) | 0.1 | $228k | -60% | 570.00 | 399.09 |
|
| Intel Corporation (INTC) | 0.1 | $223k | -37% | 5.0k | 44.17 |
|
| Spdr Ser Tr S&p Divid Etf (SDY) | 0.1 | $221k | 1.7k | 131.24 |
|
|
| Ametek (AME) | 0.1 | $220k | NEW | 1.2k | 182.90 |
|
| Parker-Hannifin Corporation (PH) | 0.1 | $213k | NEW | 383.00 | 555.17 |
|
| Main Street Capital Corporation (MAIN) | 0.1 | $206k | -15% | 4.4k | 47.31 |
|
| salesforce (CRM) | 0.1 | $204k | NEW | 676.00 | 301.18 |
|
| Lennar Corp Cl A (LEN) | 0.1 | $203k | NEW | 1.2k | 171.98 |
|
Past Filings by Riverstone Advisors
SEC 13F filings are viewable for Riverstone Advisors going back to 2018
- Riverstone Advisors 2024 Q1 filed May 10, 2024
- Riverstone Advisors 2023 Q4 filed Jan. 30, 2024
- Riverstone Advisors 2023 Q3 filed Nov. 9, 2023
- Riverstone Advisors 2023 Q2 filed Aug. 3, 2023
- Riverstone Advisors 2023 Q1 filed May 2, 2023
- Riverstone Advisors 2022 Q4 filed Jan. 31, 2023
- Riverstone Advisors 2022 Q3 filed Oct. 27, 2022
- Riverstone Advisors 2022 Q2 filed July 26, 2022
- Riverstone Advisors 2022 Q1 filed April 29, 2022
- Riverstone Advisors 2021 Q4 filed Jan. 26, 2022
- Riverstone Advisors 2021 Q3 filed Nov. 4, 2021
- Riverstone Advisors 2021 Q2 filed July 28, 2021
- Riverstone Advisors 2021 Q1 filed April 26, 2021
- Riverstone Advisors 2020 Q4 filed Feb. 2, 2021
- Riverstone Advisors 2020 Q3 filed Oct. 28, 2020
- Riverstone Advisors 2020 Q2 filed July 22, 2020