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CIK: 0001763404
Total reported value
$241.1M
$241.1M
53 檔
42.7%
As reported in its official Q4 2024 Form 13F filing, Riverstone Advisors, LLC's tracked investment portfolio stood at $241.1M with 53 total positions.
In Q4 2024, Riverstone Advisors, LLC displayed an active expansion posture, initiating 4 new positions and adding to 22 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 25.54% | -0.50% | +1.24% | |
| 2 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 10.45% | -0.18% | +1.07% | |
| 3 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 9.78% | +0.57% | -0.91% | |
| 4 | TOL | Toll Brothers Inc | Stock-Consumer Disc | 7.26% | +0.05% | -0.32% | |
| 5 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 5.59% | -0.57% | +0.03% | |
| 6 | TSCO | Tractor Supply Company | Stock-Consumer Disc | 5.59% | -1.52% | +399.95% | |
| 7 | DHR | Danaher CORP | Stock-Healthcare | 5.53% | -0.52% | -0.13% | |
| 8 | RTX | Rtx CORP | Stock-Industrials | 3.76% | -0.85% | +0.01% | |
| 9 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 3.08% | +0.34% | +6.92% | |
| 10 | AVGO | Broadcom Inc | Stock-Tech | 2.46% | +0.18% | +2.94% | |
| 11 | AAPL | Apple Inc | Stock-Tech | 2.08% | +0.14% | +1.02% | |
| 12 | LNG | Cheniere Energy Inc | Stock-Energy | 1.97% | -0.79% | +9.39% | |
| 13 | XOM | Exxon Mobil CORP | Stock-Energy | 1.81% | -0.67% | -1.08% | |
| 14 | PAYC | Paycom Software Inc | Stock-Tech | 1.26% | -0.06% | -0.86% | |
| 15 | COP | Conocophillips | Stock-Energy | 1.25% | — | -27.01% | |
| 16 | NVDA | Nvidia CORP | Stock-Tech | 1.14% | +0.24% | +43.29% | |
| 17 | MSFT | Microsoft CORP | Stock-Tech | 1.09% | -0.01% | +0.42% | |
| 18 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.91% | -0.05% | +1.41% | |
| 19 | AMAT | Applied Materials Inc | Stock-Tech | 0.83% | +1.17% | — | |
| 20 | DXCM | Dexcom Inc | Stock-Healthcare | 0.73% | — | -13.96% | |
| 21 | EOG | Eog Resources Inc | Stock-Energy | 0.61% | — | -4.82% | |
| 22 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.60% | +0.07% | +0.37% | |
| 23 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.46% | -0.03% | +6.23% | |
| 24 | VO | Vanguard Mid-cap ETF | ETF-Other | 0.41% | — | +8.13% | |
| 25 | AMGN | Amgen Inc | Stock-Healthcare | 0.41% | -0.05% | — | |
| 26 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.36% | -0.04% | +34.31% | |
| 27 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.34% | -0.13% | +3.67% | |
| 28 | PYPL | Paypal Holdings Inc | Stock-Financials | 0.33% | — | -0.79% | |
| 29 | NOW | Servicenow Inc | Stock-Tech | 0.30% | -0.11% | EXIT | |
| 30 | HWM | Howmet Aerospace Inc | Stock-Industrials | 0.29% | +0.06% | — | |
| 31 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.26% | +0.09% | — | |
| 32 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.26% | +0.02% | +0.11% | |
| 33 | HD | Home Depot Inc | Stock-Consumer Disc | 0.24% | +0.01% | — | |
| 34 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.23% | — | -3.24% | |
| 35 | ORCL | Oracle CORP | Stock-Tech | 0.22% | -0.02% | — | |
| 36 | ISRG | Intuitive Surgical Inc | Stock-Healthcare | 0.22% | -0.06% | — | |
| 37 | PWR | Quanta Services Inc | Stock-Industrials | 0.18% | +0.08% | — | |
| 38 | FSLR | First Solar Inc | Stock-Tech | 0.18% | — | — | |
| 39 | SCHG | Schwab US Large-cap Growth | ETF-Other | 0.15% | — | +300.00% | |
| 40 | MAIN | Main Street Capital CORP | Stock-Financials | 0.15% | -0.03% | — | |
| 41 | PM | Philip Morris International | Stock-Consumer Staples | 0.14% | — | — | |
| 42 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.14% | -0.01% | — | |
| 43 | PH | Parker Hannifin CORP | Stock-Industrials | 0.14% | -0.07% | +0.26% | |
| 44 | NEE | Nextera Energy Inc | Stock-Utilities | 0.14% | — | +36.62% | |
| 45 | ABBV | Abbvie Inc | Stock-Healthcare | 0.14% | +0.03% | +0.22% | |
| 46 | CSCO | Cisco Systems Inc | Stock-Tech | 0.13% | +0.06% | +0.20% | |
| 47 | WMT | Walmart Inc | Stock-Consumer Staples | 0.13% | -0.03% | — | |
| 48 | MU | Micron Technology Inc | Stock-Tech | 0.13% | +0.66% | — | |
| 49 | SDY | Ss Spdr S&p Dividend ETF | ETF-Other | 0.13% | — | — | |
| 50 | V | Visa Inc-class A Shares | Stock-Financials | 0.12% | +0.04% | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | AMZN | Amazon.com Inc | +1.5% | +1.07% | Add |
| 2 | GOOGL | Alphabet Inc-cl A | +1% | -0.91% | Trim |
| 3 | AVGO | Broadcom Inc | +0.7% | +2.94% | Add |
| 4 | LNG | Cheniere Energy Inc | +0.4% | +9.39% | Add |
| 5 | NVDA | Nvidia CORP | +0.4% | +43.29% | Add |
| 6 | IVV | Ishares Core S&p 500 ETF | +0.3% | +1.24% | Add |
| 7 | NOW | Servicenow Inc | +0.3% | NEW | New buy |
| 8 | HWM | Howmet Aerospace Inc | +0.3% | NEW | New buy |
| 9 | QQQ | Invesco Qqq Trust Series 1 | +0.3% | +6.92% | Add |
| 10 | PAYC | Paycom Software Inc | +0.2% | -0.86% | Trim |
| 11 | AAPL | Apple Inc | +0.1% | +1.02% | Add |
| 12 | V | Visa Inc-class A Shares | +0.1% | NEW | New buy |
| 13 | CRM | Salesforce Inc | +0.1% | NEW | New buy |
| 14 | COST | Costco Wholesale CORP | +0.1% | +34.31% | Add |
| 15 | VTI | Vanguard Total Stock Mkt ETF | 0% | +6.23% | Add |
| 16 | GOOG | Alphabet Inc-cl C | 0% | — | Unchanged |
| 17 | JPM | Jpmorgan Chase & Co | 0% | +0.11% | Add |
| 18 | VO | Vanguard Mid-cap ETF | 0% | +8.13% | Add |
| 19 | PYPL | Paypal Holdings Inc | 0% | -0.79% | Trim |
| 20 | MAIN | Main Street Capital CORP | 0% | — | Unchanged |
| 21 | NEE | Nextera Energy Inc | 0% | +36.62% | Add |
| 22 | SPY | Ss Spdr S&p 500 ETF Trust-us | 0% | +1.41% | Add |
| 23 | META | Meta Platforms Inc-class A | 0% | +3.67% | Add |
| 24 | WMT | Walmart Inc | 0% | — | Unchanged |
| 25 | CSCO | Cisco Systems Inc | 0% | +0.20% | Add |
| 26 | ISRG | Intuitive Surgical Inc | 0% | — | Unchanged |
| 27 | SCHG | Schwab US Large-cap Growth | 0% | +300.00% | Add |
| 28 | PWR | Quanta Services Inc | — | — | Unchanged |
| 29 | AME | Ametek Inc | — | — | Unchanged |
| 30 | VOO | Vanguard S&p 500 ETF | — | — | Unchanged |
| 31 | ABBV | Abbvie Inc | 0% | +0.22% | Add |
| 32 | HD | Home Depot Inc | 0% | — | Unchanged |
| 33 | SDY | Ss Spdr S&p Dividend ETF | 0% | — | Unchanged |
| 34 | ORCL | Oracle CORP | 0% | — | Unchanged |
| 35 | MU | Micron Technology Inc | 0% | — | Unchanged |
| 36 | MSFT | Microsoft CORP | 0% | +0.42% | Add |
| 37 | MRK | Merck & Co. Inc. | -0.1% | -3.24% | Trim |
| 38 | EOG | Eog Resources Inc | -0.1% | -4.82% | Trim |
| 39 | FSLR | First Solar Inc | -0.1% | — | Unchanged |
| 40 | AMGN | Amgen Inc | -0.1% | — | Unchanged |
| 41 | LLY | Eli Lilly & Co | -0.1% | +0.37% | Add |
| 42 | LEN | Lennar Corp-a | -0.1% | EXIT | Sold out |
| 43 | BRK-B | Berkshire Hathaway Inc-cl B | -0.2% | +0.03% | Add |
| 44 | XOM | Exxon Mobil CORP | -0.2% | -1.08% | Trim |
| 45 | AMAT | Applied Materials Inc | -0.2% | — | Unchanged |
| 46 | RTX | Rtx CORP | -0.3% | +0.01% | Add |
| 47 | COP | Conocophillips | -0.6% | -27.01% | Trim |
| 48 | TSCO | Tractor Supply Company | -0.7% | +399.95% | Add |
| 49 | DHR | Danaher CORP | -1.3% | -0.13% | Trim |
| 50 | TOL | Toll Brothers Inc | -1.9% | -0.32% | Trim |
According to official SEC Form 13F filings, Riverstone Advisors, LLC reported a total U.S. public equity portfolio value of $241.1M across 53 disclosed positions in Q4 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, AMZN, GOOGL) accounted for 42.7% of total reported equity market value during Q4 2024.
Top New Position Initiated
NOW
市值: $521.6K
Top Position Liquidated / Trimmed
LEN
前期市值: $221.2K
During Q4 2024, Riverstone Advisors, LLC's top holdings by market value included IVV (25.5%)、AMZN (10.4%)、GOOGL (9.8%). The largest single position, IVV, represented 25.5% of total portfolio value.
In Q4 2024, Riverstone Advisors, LLC made 36 total portfolio adjustments, initiating 4 new buys, adding to 22 positions, trimming 9 holdings, and fully liquidating 1 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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