$134 Million is the total value of Riverstone Advisors, LLC's 40 reported holdings in Q2 2020. The portfolio turnover from Q1 2020 to Q2 2020 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| RTX | New | RAYTHEON TECHNOLOGIES CORP | $4,447,000 | – | 72,165 | +100.0% | 3.31% | – |
| TOL | New | TOLL BROTHERS INC | $3,495,000 | – | 107,238 | +100.0% | 2.60% | – |
| DXCM | New | DEXCOM INC | $1,852,000 | – | 4,569 | +100.0% | 1.38% | – |
| PODD | New | INSULET CORP | $1,520,000 | – | 7,825 | +100.0% | 1.13% | – |
| VHT | New | VANGUARD WORLD FDShealth car etf | $299,000 | – | 1,553 | +100.0% | 0.22% | – |
| LLY | New | LILLY ELI &CO | $234,000 | – | 1,424 | +100.0% | 0.17% | – |
| HD | New | HOME DEPOT INC | $204,000 | – | 814 | +100.0% | 0.15% | – |
| VMO | New | INVESCO MUN OPPORTUNITY TR | $140,000 | – | 11,775 | +100.0% | 0.10% | – |
| VKI | New | INVESCO ADVANTAGE MUN INCOMEsh ben int | $137,000 | – | 13,050 | +100.0% | 0.10% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2020-07-22
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| ISHARES TR | 20 | Q3 2023 | 20.1% |
| PAYCOM SOFTWARE INC | 20 | Q3 2023 | 11.7% |
| ALPHABET INC | 20 | Q3 2023 | 10.3% |
| AMAZON COM INC | 20 | Q3 2023 | 11.9% |
| DANAHER CORPORATION | 20 | Q3 2023 | 10.4% |
| PAYPAL HLDGS INC | 20 | Q3 2023 | 13.5% |
| TRACTOR SUPPLY CO | 20 | Q3 2023 | 6.8% |
| BERKSHIRE HATHAWAY INC DEL | 20 | Q3 2023 | 5.4% |
| REALTY INCOME CORP | 20 | Q3 2023 | 2.3% |
| EXXON MOBIL CORP | 20 | Q3 2023 | 2.5% |
View Riverstone Advisors, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-05-10 |
| 13F-HR | 2024-01-30 |
| 13F-HR | 2023-11-09 |
| 13F-HR | 2023-08-03 |
| 13F-HR | 2023-05-02 |
| 13F-HR | 2023-01-31 |
| 13F-HR | 2022-10-27 |
| 13F-HR | 2022-07-26 |
| 13F-HR | 2022-04-29 |
| 13F-HR | 2022-01-26 |
View Riverstone Advisors, LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.