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CIK: 0001763404
Total reported value
$241.1M
$241.1M
50 檔
42.1%
According to the latest 13F quarterly dataset, Riverstone Advisors, LLC managed an equity portfolio of $241.1M at the end of Q3 2024, spanning 50 distinct U.S. exchange-listed positions.
Riverstone Advisors, LLC executed strategic sector rebalancing during Q3 2024, establishing 6 new positions while fully exiting 2 holdings and trimming 17 positions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 25.22% | -0.50% | +4.71% | |
| 2 | TOL | Toll Brothers Inc | Stock-Consumer Disc | 9.12% | +0.05% | -2.79% | |
| 3 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 8.96% | -0.18% | -0.74% | |
| 4 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 8.82% | +0.57% | -1.68% | |
| 5 | DHR | Danaher CORP | Stock-Healthcare | 6.84% | -0.52% | -0.86% | |
| 6 | TSCO | Tractor Supply Company | Stock-Consumer Disc | 6.25% | -1.52% | -0.59% | |
| 7 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 5.80% | -0.57% | -0.42% | |
| 8 | RTX | Rtx CORP | Stock-Industrials | 4.01% | -0.85% | -0.14% | |
| 9 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 2.80% | +0.34% | +8.23% | |
| 10 | XOM | Exxon Mobil CORP | Stock-Energy | 2.03% | -0.67% | -0.57% | |
| 11 | AAPL | Apple Inc | Stock-Tech | 1.96% | +0.14% | -5.67% | |
| 12 | COP | Conocophillips | Stock-Energy | 1.85% | — | -2.92% | |
| 13 | AVGO | Broadcom Inc | Stock-Tech | 1.81% | +0.18% | +987.59% | |
| 14 | LNG | Cheniere Energy Inc | Stock-Energy | 1.54% | -0.79% | +1.12% | |
| 15 | MSFT | Microsoft CORP | Stock-Tech | 1.13% | -0.01% | +0.56% | |
| 16 | AMAT | Applied Materials Inc | Stock-Tech | 1.06% | +1.17% | — | |
| 17 | PAYC | Paycom Software Inc | Stock-Tech | 1.05% | -0.06% | -23.89% | |
| 18 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.90% | -0.05% | — | |
| 19 | DXCM | Dexcom Inc | Stock-Healthcare | 0.75% | — | -11.76% | |
| 20 | NVDA | Nvidia CORP | Stock-Tech | 0.74% | +0.24% | +7.35% | |
| 21 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.70% | +0.07% | — | |
| 22 | EOG | Eog Resources Inc | Stock-Energy | 0.66% | — | -20.17% | |
| 23 | AMGN | Amgen Inc | Stock-Healthcare | 0.51% | -0.05% | — | |
| 24 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.43% | -0.03% | — | |
| 25 | VO | Vanguard Mid-cap ETF | ETF-Other | 0.39% | — | — | |
| 26 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.33% | -0.13% | -3.91% | |
| 27 | PYPL | Paypal Holdings Inc | Stock-Financials | 0.31% | — | -47.36% | |
| 28 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.28% | — | — | |
| 29 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.26% | -0.04% | +15.80% | |
| 30 | FSLR | First Solar Inc | Stock-Tech | 0.26% | — | — | |
| 31 | HD | Home Depot Inc | Stock-Consumer Disc | 0.25% | +0.01% | — | |
| 32 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.23% | +0.09% | -6.98% | |
| 33 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.23% | +0.02% | +0.16% | |
| 34 | ORCL | Oracle CORP | Stock-Tech | 0.23% | -0.02% | — | |
| 35 | ISRG | Intuitive Surgical Inc | Stock-Healthcare | 0.21% | -0.06% | +28.07% | |
| 36 | PWR | Quanta Services Inc | Stock-Industrials | 0.18% | +0.08% | — | |
| 37 | MU | Micron Technology Inc | Stock-Tech | 0.16% | +0.66% | — | |
| 38 | ABBV | Abbvie Inc | Stock-Healthcare | 0.15% | +0.03% | +0.15% | |
| 39 | PM | Philip Morris International | Stock-Consumer Staples | 0.15% | — | — | |
| 40 | SCHG | Schwab US Large-cap Growth | ETF-Other | 0.14% | — | -5.91% | |
| 41 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.14% | -0.01% | — | |
| 42 | PH | Parker Hannifin CORP | Stock-Industrials | 0.14% | -0.07% | — | |
| 43 | SDY | Ss Spdr S&p Dividend ETF | ETF-Other | 0.14% | — | — | |
| 44 | LEN | Lennar Corp-a | Stock-Consumer Disc | 0.13% | — | — | |
| 45 | MAIN | Main Street Capital CORP | Stock-Financials | 0.13% | -0.03% | — | |
| 46 | ABT | Abbott Laboratories | Stock-Healthcare | 0.13% | — | — | |
| 47 | CSCO | Cisco Systems Inc | Stock-Tech | 0.12% | +0.06% | — | |
| 48 | NEE | Nextera Energy Inc | Stock-Utilities | 0.12% | — | — | |
| 49 | WMT | Walmart Inc | Stock-Consumer Staples | 0.12% | -0.03% | — | |
| 50 | AME | Ametek Inc | Stock-Industrials | 0.12% | +0.01% | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | TOL | Toll Brothers Inc | +1.7% | -2.79% | Trim |
| 2 | IVV | Ishares Core S&p 500 ETF | +1.1% | +4.71% | Add |
| 3 | RTX | Rtx CORP | +0.5% | -0.14% | Trim |
| 4 | BRK-B | Berkshire Hathaway Inc-cl B | +0.4% | -0.42% | Trim |
| 5 | DHR | Danaher CORP | +0.3% | -0.86% | Trim |
| 6 | AVGO | Broadcom Inc | +0.2% | +987.59% | Add |
| 7 | PH | Parker Hannifin CORP | +0.1% | NEW | New buy |
| 8 | LEN | Lennar Corp-a | +0.1% | NEW | New buy |
| 9 | ABT | Abbott Laboratories | +0.1% | NEW | New buy |
| 10 | CSCO | Cisco Systems Inc | +0.1% | NEW | New buy |
| 11 | NEE | Nextera Energy Inc | +0.1% | NEW | New buy |
| 12 | WMT | Walmart Inc | +0.1% | NEW | New buy |
| 13 | QQQ | Invesco Qqq Trust Series 1 | +0.1% | +8.23% | Add |
| 14 | TSCO | Tractor Supply Company | +0.1% | -0.59% | Trim |
| 15 | ISRG | Intuitive Surgical Inc | +0.1% | +28.07% | Add |
| 16 | COST | Costco Wholesale CORP | 0% | +15.80% | Add |
| 17 | ORCL | Oracle CORP | 0% | — | Unchanged |
| 18 | HD | Home Depot Inc | 0% | — | Unchanged |
| 19 | PWR | Quanta Services Inc | 0% | — | Unchanged |
| 20 | PM | Philip Morris International | 0% | — | Unchanged |
| 21 | VO | Vanguard Mid-cap ETF | 0% | — | Unchanged |
| 22 | META | Meta Platforms Inc-class A | 0% | -3.91% | Trim |
| 23 | FSLR | First Solar Inc | 0% | — | Unchanged |
| 24 | ABBV | Abbvie Inc | 0% | +0.15% | Add |
| 25 | SDY | Ss Spdr S&p Dividend ETF | 0% | — | Unchanged |
| 26 | SPY | Ss Spdr S&p 500 ETF Trust-us | — | — | Unchanged |
| 27 | NVDA | Nvidia CORP | — | +7.35% | Add |
| 28 | VTI | Vanguard Total Stock Mkt ETF | — | — | Unchanged |
| 29 | JPM | Jpmorgan Chase & Co | — | +0.16% | Add |
| 30 | VOO | Vanguard S&p 500 ETF | — | — | Unchanged |
| 31 | AAPL | Apple Inc | 0% | -5.67% | Trim |
| 32 | AMGN | Amgen Inc | 0% | — | Unchanged |
| 33 | SCHG | Schwab US Large-cap Growth | 0% | -5.91% | Trim |
| 34 | LNG | Cheniere Energy Inc | 0% | +1.12% | Add |
| 35 | MRK | Merck & Co. Inc. | 0% | — | Unchanged |
| 36 | MU | Micron Technology Inc | -0.1% | — | Unchanged |
| 37 | LLY | Eli Lilly & Co | -0.1% | — | Unchanged |
| 38 | GOOG | Alphabet Inc-cl C | -0.1% | -6.98% | Trim |
| 39 | XOM | Exxon Mobil CORP | -0.1% | -0.57% | Trim |
| 40 | MSFT | Microsoft CORP | -0.1% | +0.56% | Add |
| 41 | CMCSA | Comcast Corp-class A | -0.1% | EXIT | Sold out |
| 42 | PYPL | Paypal Holdings Inc | -0.2% | -47.36% | Trim |
| 43 | PAYC | Paycom Software Inc | -0.2% | -23.89% | Trim |
| 44 | MPWR | Monolithic Power Systems Inc | -0.2% | EXIT | Sold out |
| 45 | EOG | Eog Resources Inc | -0.2% | -20.17% | Trim |
| 46 | AMAT | Applied Materials Inc | -0.2% | — | Unchanged |
| 47 | COP | Conocophillips | -0.3% | -2.92% | Trim |
| 48 | DXCM | Dexcom Inc | -0.8% | -11.76% | Trim |
| 49 | AMZN | Amazon.com Inc | -0.9% | -0.74% | Trim |
| 50 | GOOGL | Alphabet Inc-cl A | -1.6% | -1.68% | Trim |
According to official SEC Form 13F filings, Riverstone Advisors, LLC reported a total U.S. public equity portfolio value of $241.1M across 50 disclosed positions in Q3 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including IVV, TOL, AMZN) accounted for 42.1% of total reported equity market value during Q3 2024.
Top New Position Initiated
PH
市值: $242.2K
Top Position Liquidated / Trimmed
MPWR
前期市值: $346.7K
During Q3 2024, Riverstone Advisors, LLC's top holdings by market value included IVV (25.2%)、TOL (9.1%)、AMZN (9.0%). The largest single position, IVV, represented 25.2% of total portfolio value.
In Q3 2024, Riverstone Advisors, LLC made 35 total portfolio adjustments, initiating 6 new buys, adding to 10 positions, trimming 17 holdings, and fully liquidating 2 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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