Riverstone Advisors
Latest statistics and disclosures from Riverstone Advisors's latest quarterly 13F-HR filing:
- Top 5 stock holdings are IVV, GOOGL, AMZN, TOL, BRK.B, and represent 54.77% of Riverstone Advisors's stock portfolio.
- Added to shares of these 10 stocks: IDMO, IVV, QQQM, NVDA, IWF, AMD, JAAA, AAPL, MSFT, QQQ.
- Started 14 new stock positions in DIS, JAAA, ELV, QQQM, AMD, ANET, MRVL, IBM, MA, GLW. LRCX, CIEN, A, IWV.
- Reduced shares in these 10 stocks: XOM, MU, IVW, IVE, , IBDR, SHOP, GEV, PH, META.
- Sold out of its positions in IVW, IVE, NOW.
- Riverstone Advisors was a net buyer of stock by $9.4M.
- Riverstone Advisors has $241M in assets under management (AUM), dropping by 18.91%.
- Central Index Key (CIK): 0001763404
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Portfolio Holdings for Riverstone Advisors
Riverstone Advisors holds 85 positions in its portfolio as reported in the June 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Ishares Tr Core S&p500 Etf (IVV) | 24.7 | $60M | 80k | 748.89 |
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| Alphabet Cap Stk Cl A (GOOGL) | 11.4 | $28M | 77k | 357.37 |
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| Amazon (AMZN) | 8.0 | $19M | 81k | 238.34 |
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| Toll Brothers (TOL) | 6.2 | $15M | 91k | 164.75 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 4.4 | $11M | 21k | 500.38 |
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| Raytheon Technologies Corp (RTX) | 4.2 | $10M | 54k | 189.73 |
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| Invesco Qqq Tr Unit Ser 1 (QQQ) | 3.3 | $8.0M | +3% | 11k | 736.37 |
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| Broadcom (AVGO) | 3.3 | $8.0M | +3% | 21k | 377.75 |
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| Danaher Corporation (DHR) | 2.8 | $6.8M | 36k | 190.48 |
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| Applied Materials (AMAT) | 2.6 | $6.3M | +2% | 8.8k | 723.00 |
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| NVIDIA Corporation (NVDA) | 2.4 | $5.9M | +14% | 29k | 200.09 |
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| Tractor Supply Company (TSCO) | 2.1 | $5.0M | -2% | 157k | 31.61 |
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| Cheniere Energy Com New (LNG) | 1.9 | $4.6M | 19k | 239.00 |
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| Invesco Exch Traded Fd Tr Ii S&p Intl Momnt (IDMO) | 1.7 | $4.1M | +35% | 69k | 60.29 |
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| Apple (AAPL) | 1.7 | $4.1M | +13% | 14k | 289.36 |
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| Alphabet Cap Stk Cl C (GOOG) | 1.3 | $3.1M | +3% | 8.7k | 353.32 |
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| Crowdstrike Hldgs Cl A (CRWD) | 1.2 | $2.9M | 3.8k | 763.14 |
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| Micron Technology (MU) | 1.1 | $2.7M | -15% | 2.4k | 1154.29 |
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| Microsoft Corporation (MSFT) | 1.0 | $2.4M | +16% | 6.4k | 373.01 |
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| Exxon Mobil Corporation (XOM) | 0.8 | $1.8M | -21% | 13k | 136.72 |
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| State Str Spdr S&p 500 Etf T Tr Unit (SPY) | 0.8 | $1.8M | -2% | 2.5k | 746.63 |
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| Howmet Aerospace (HWM) | 0.6 | $1.5M | +13% | 5.7k | 268.86 |
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| Vanguard Index Fds Total Stk Mkt (VTI) | 0.5 | $1.2M | 3.2k | 370.05 |
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| Monolithic Power Systems (MPWR) | 0.5 | $1.1M | +4% | 819.00 | 1382.36 |
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| Amgen (AMGN) | 0.5 | $1.1M | +4% | 3.1k | 362.12 |
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| Quanta Services (PWR) | 0.5 | $1.1M | +10% | 1.5k | 720.04 |
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| Intel Corporation (INTC) | 0.4 | $1.1M | +17% | 7.6k | 139.63 |
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| JPMorgan Chase & Co. (JPM) | 0.4 | $1.0M | +13% | 3.1k | 327.36 |
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| Meta Platforms Cl A (META) | 0.4 | $934k | -10% | 1.7k | 563.43 |
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| Ishares Tr Ultra Short Dur (ICSH) | 0.4 | $859k | +38% | 17k | 50.58 |
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| Paycom Software (PAYC) | 0.4 | $854k | 6.8k | 125.69 |
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| Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM) | 0.3 | $843k | NEW | 2.8k | 303.00 |
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| Costco Wholesale Corporation (COST) | 0.3 | $775k | +11% | 829.00 | 934.91 |
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| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.3 | $761k | +300% | 6.1k | 124.17 |
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| Spdr Gold Tr Gold Shs (GLD) | 0.3 | $708k | 1.9k | 368.38 |
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| Cisco Systems (CSCO) | 0.3 | $653k | 5.6k | 117.47 |
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| Parker-Hannifin Corporation (PH) | 0.2 | $586k | -15% | 599.00 | 978.48 |
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| Ge Aerospace Com New (GE) | 0.2 | $556k | +36% | 1.5k | 373.65 |
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| Tesla Motors (TSLA) | 0.2 | $554k | +39% | 1.3k | 420.60 |
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| Pgim Etf Tr Pgim Ultra Sh Bd (PULS) | 0.2 | $553k | -6% | 11k | 49.55 |
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| Abbvie (ABBV) | 0.2 | $527k | +18% | 2.1k | 251.65 |
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| Home Depot (HD) | 0.2 | $510k | +19% | 1.4k | 352.62 |
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| Philip Morris International (PM) | 0.2 | $505k | +9% | 2.8k | 180.91 |
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| Advanced Micro Devices (AMD) | 0.2 | $504k | NEW | 867.00 | 580.91 |
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| Janus Detroit Str Tr Hendrson Aaa Cl (JAAA) | 0.2 | $502k | NEW | 9.9k | 50.49 |
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| Eli Lilly & Co. (LLY) | 0.2 | $485k | +39% | 404.00 | 1199.43 |
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| Visa Com Cl A (V) | 0.2 | $471k | +30% | 1.4k | 343.09 |
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| Wal-Mart Stores (WMT) | 0.2 | $470k | +9% | 4.2k | 113.26 |
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| Ishares Tr Rus 1000 Val Etf (IWD) | 0.2 | $457k | 1.9k | 242.38 |
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| Amphenol Corp Cl A (APH) | 0.2 | $430k | +18% | 2.4k | 176.32 |
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| First Solar (FSLR) | 0.2 | $426k | 1.8k | 235.96 |
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| Ge Vernova (GEV) | 0.2 | $415k | -26% | 353.00 | 1174.94 |
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| Analog Devices (ADI) | 0.2 | $400k | +14% | 1.0k | 397.17 |
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| Oracle Corporation (ORCL) | 0.2 | $387k | +9% | 2.6k | 146.54 |
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| Ametek (AME) | 0.1 | $344k | +18% | 1.4k | 241.94 |
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| Intuitive Surgical Com New (ISRG) | 0.1 | $340k | -2% | 855.00 | 397.68 |
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| Ishares Tr Ibonds Dec2026 (IBDR) | 0.1 | $335k | -40% | 14k | 24.23 |
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| Caterpillar (CAT) | 0.1 | $334k | +7% | 314.00 | 1064.90 |
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| Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 0.1 | $327k | 9.7k | 33.84 |
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| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.1 | $316k | 460.00 | 686.81 |
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| Merck & Co (MRK) | 0.1 | $308k | +6% | 2.4k | 128.50 |
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| Johnson & Johnson (JNJ) | 0.1 | $307k | +8% | 1.2k | 253.97 |
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| Procter & Gamble Company (PG) | 0.1 | $299k | +42% | 2.0k | 146.67 |
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| Marvell Technology (MRVL) | 0.1 | $298k | NEW | 1.0k | 297.89 |
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| Corning Incorporated (GLW) | 0.1 | $286k | NEW | 1.1k | 255.43 |
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| Technipfmc (FTI) | 0.1 | $280k | -2% | 4.2k | 66.30 |
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| Vanguard Specialized Funds Div App Etf (VIG) | 0.1 | $271k | -3% | 1.1k | 236.61 |
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| Arista Networks Com Shs (ANET) | 0.1 | $265k | NEW | 1.6k | 169.88 |
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| Shopify Cl A Sub Vtg Shs (SHOP) | 0.1 | $262k | -39% | 2.3k | 114.18 |
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| J P Morgan Exchange Traded F Ultra Shrt Etf (JPST) | 0.1 | $260k | 5.1k | 50.57 |
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| Agilent Technologies Inc C ommon (A) | 0.1 | $260k | NEW | 2.0k | 132.83 |
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| Lam Research Corp Com New (LRCX) | 0.1 | $258k | NEW | 596.00 | 433.33 |
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| Ishares Tr Core Msci Eafe (IEFA) | 0.1 | $250k | 2.6k | 96.58 |
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| Ciena Corp Com New (CIEN) | 0.1 | $243k | NEW | 496.00 | 490.56 |
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| J P Morgan Exchange Traded F Active Growth (JGRO) | 0.1 | $235k | 2.4k | 98.59 |
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| Main Street Capital Corporation (MAIN) | 0.1 | $229k | 4.4k | 51.88 |
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| Walt Disney Company (DIS) | 0.1 | $227k | NEW | 2.4k | 96.24 |
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| Mastercard Incorporated Cl A (MA) | 0.1 | $223k | NEW | 434.00 | 513.60 |
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| Ishares Tr Core S&p Us Vlu (IUSV) | 0.1 | $220k | 2.0k | 110.15 |
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| Ishares Tr Russell 3000 Etf (IWV) | 0.1 | $219k | NEW | 514.00 | 426.40 |
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| Ishares Tr Ibonds 27 Etf (IBDS) | 0.1 | $217k | -3% | 9.0k | 24.22 |
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| Iqvia Holdings (IQV) | 0.1 | $214k | -19% | 1.1k | 193.22 |
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| International Business Machines (IBM) | 0.1 | $212k | NEW | 755.00 | 281.21 |
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| Anthem (ELV) | 0.1 | $208k | NEW | 538.00 | 386.73 |
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| Nuveen Insured Tax-Free Adv Munici (NEA) | 0.1 | $127k | 11k | 11.74 |
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Past Filings by Riverstone Advisors
SEC 13F filings are viewable for Riverstone Advisors going back to 2018
- Riverstone Advisors 2026 Q2 filed Aug. 6, 2026
- Riverstone Advisors 2026 Q1 filed April 21, 2026
- Riverstone Advisors 2025 Q4 filed Feb. 2, 2026
- Riverstone Advisors 2025 Q3 filed Nov. 7, 2025
- Riverstone Advisors 2025 Q2 filed Aug. 12, 2025
- Riverstone Advisors 2025 Q1 filed April 25, 2025
- Riverstone Advisors 2024 Q4 filed Jan. 24, 2025
- Riverstone Advisors 2024 Q3 filed Nov. 4, 2024
- Riverstone Advisors 2024 Q2 filed July 22, 2024
- 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