Riverstone Advisors
Latest statistics and disclosures from Riverstone Advisors's latest quarterly 13F-HR filing:
- Top 5 stock holdings are IVV, GOOGL, AMZN, TOL, RTX, and represent 55.44% of Riverstone Advisors's stock portfolio.
- Added to shares of these 10 stocks: GOOG, IDMO, ICSH, PULS, IWF, IWD, TSLA, IVW, FTI, NVDA.
- Started 18 new stock positions in TSLA, VIG, PULS, LLY, CAT, JPST, JNJ, IEFA, IVW, INTC. MRK, ICSH, FTI, APH, PG, IWD, IVE, IUSV.
- Reduced shares in these 10 stocks: IVV, GOOGL, RTX, XOM, AMZN, BRK.B, TOL, TSCO, DHR, LNG.
- Sold out of its positions in ABT, PYPL.
- Riverstone Advisors was a net seller of stock by $-1.2M.
- Riverstone Advisors has $203M in assets under management (AUM), dropping by -4.45%.
- Central Index Key (CIK): 0001763404
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Portfolio Holdings for Riverstone Advisors
Riverstone Advisors holds 74 positions in its portfolio as reported in the March 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Ishares Tr Core S&p500 Etf (IVV) | 25.2 | $51M | -7% | 78k | 653.21 |
|
| Alphabet Cap Stk Cl A (GOOGL) | 10.9 | $22M | -6% | 77k | 287.56 |
|
| Amazon (AMZN) | 8.2 | $17M | -5% | 80k | 208.27 |
|
| Toll Brothers (TOL) | 6.2 | $13M | -5% | 92k | 136.47 |
|
| Raytheon Technologies Corp (RTX) | 5.1 | $10M | -9% | 53k | 192.90 |
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 5.0 | $10M | -7% | 21k | 479.19 |
|
| Tractor Supply Company (TSCO) | 3.6 | $7.3M | -8% | 161k | 45.30 |
|
| Danaher Corporation (DHR) | 3.3 | $6.8M | -8% | 36k | 189.60 |
|
| Broadcom (AVGO) | 3.1 | $6.3M | +2% | 21k | 309.51 |
|
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 3.0 | $6.0M | +3% | 11k | 577.18 |
|
| Cheniere Energy Com New (LNG) | 2.7 | $5.4M | -6% | 19k | 283.75 |
|
| NVIDIA Corporation (NVDA) | 2.2 | $4.5M | +7% | 26k | 174.40 |
|
| Apple (AAPL) | 1.6 | $3.2M | +2% | 12k | 253.79 |
|
| Applied Materials (AMAT) | 1.4 | $2.9M | 8.6k | 341.79 |
|
|
| Exxon Mobil Corporation (XOM) | 1.4 | $2.9M | -26% | 17k | 169.66 |
|
| Invesco Exch Traded Fd Tr Ii S&p Intl Momnt (IDMO) | 1.4 | $2.8M | +97% | 51k | 54.84 |
|
| Alphabet Cap Stk Cl C (GOOG) | 1.2 | $2.4M | +185% | 8.4k | 286.87 |
|
| Microsoft Corporation (MSFT) | 1.0 | $2.0M | +2% | 5.5k | 370.18 |
|
| State Str Spdr S&p 500 Etf T Tr Unit (SPY) | 0.8 | $1.6M | 2.5k | 650.46 |
|
|
| Crowdstrike Hldgs Cl A (CRWD) | 0.7 | $1.4M | +4% | 3.7k | 390.41 |
|
| Howmet Aerospace (HWM) | 0.6 | $1.2M | 5.1k | 230.46 |
|
|
| Meta Platforms Cl A (META) | 0.5 | $1.1M | +28% | 1.9k | 572.10 |
|
| Vanguard Index Fds Total Stk Mkt (VTI) | 0.5 | $1.1M | 3.3k | 320.80 |
|
|
| Amgen (AMGN) | 0.5 | $1.0M | +4% | 2.9k | 351.85 |
|
| Micron Technology (MU) | 0.5 | $936k | +5% | 2.8k | 337.84 |
|
| Monolithic Power Systems (MPWR) | 0.4 | $856k | +16% | 783.00 | 1093.35 |
|
| Paycom Software (PAYC) | 0.4 | $836k | -5% | 6.9k | 121.55 |
|
| Spdr Gold Tr Gold Shs (GLD) | 0.4 | $827k | 1.9k | 430.29 |
|
|
| JPMorgan Chase & Co. (JPM) | 0.4 | $804k | +9% | 2.7k | 294.16 |
|
| Quanta Services (PWR) | 0.4 | $762k | +27% | 1.4k | 549.02 |
|
| Costco Wholesale Corporation (COST) | 0.4 | $738k | +4% | 741.00 | 996.43 |
|
| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.3 | $653k | +247% | 1.5k | 426.45 |
|
| Parker-Hannifin Corporation (PH) | 0.3 | $637k | +8% | 711.00 | 895.17 |
|
| Ishares Tr Ultra Short Dur (ICSH) | 0.3 | $620k | NEW | 12k | 50.62 |
|
| Pgim Etf Tr Pgim Ultra Sh Bd (PULS) | 0.3 | $589k | NEW | 12k | 49.50 |
|
| Ishares Tr Ibonds Dec2026 (IBDR) | 0.3 | $560k | +18% | 23k | 24.24 |
|
| Wal-Mart Stores (WMT) | 0.2 | $471k | +18% | 3.8k | 124.28 |
|
| Shopify Cl A Sub Vtg Shs (SHOP) | 0.2 | $450k | 3.8k | 118.62 |
|
|
| Cisco Systems (CSCO) | 0.2 | $426k | +9% | 5.5k | 77.59 |
|
| Philip Morris International (PM) | 0.2 | $422k | +7% | 2.6k | 165.34 |
|
| Ge Vernova (GEV) | 0.2 | $417k | +24% | 478.00 | 872.94 |
|
| Intuitive Surgical Com New (ISRG) | 0.2 | $406k | +10% | 881.00 | 460.99 |
|
| Ishares Tr Rus 1000 Val Etf (IWD) | 0.2 | $402k | NEW | 1.9k | 213.69 |
|
| Home Depot (HD) | 0.2 | $399k | 1.2k | 328.78 |
|
|
| Abbvie (ABBV) | 0.2 | $386k | +6% | 1.8k | 217.55 |
|
| First Solar (FSLR) | 0.2 | $356k | 1.8k | 197.26 |
|
|
| Oracle Corporation (ORCL) | 0.2 | $355k | +4% | 2.4k | 147.11 |
|
| Tesla Motors (TSLA) | 0.2 | $351k | NEW | 944.00 | 371.75 |
|
| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.2 | $335k | NEW | 3.0k | 113.10 |
|
| Visa Com Cl A (V) | 0.2 | $318k | +18% | 1.1k | 302.24 |
|
| Ge Aerospace Com New (GE) | 0.2 | $310k | +11% | 1.1k | 283.67 |
|
| Technipfmc (FTI) | 0.1 | $299k | NEW | 4.3k | 69.13 |
|
| Intel Corporation (INTC) | 0.1 | $285k | NEW | 6.5k | 44.13 |
|
| Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 0.1 | $282k | 9.7k | 29.13 |
|
|
| Analog Devices (ADI) | 0.1 | $281k | +12% | 883.00 | 318.14 |
|
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.1 | $275k | 460.00 | 597.55 |
|
|
| Johnson & Johnson (JNJ) | 0.1 | $273k | NEW | 1.1k | 244.44 |
|
| Merck & Co (MRK) | 0.1 | $269k | NEW | 2.2k | 120.29 |
|
| Eli Lilly & Co. (LLY) | 0.1 | $267k | NEW | 290.00 | 919.77 |
|
| Amphenol Corp Cl A (APH) | 0.1 | $260k | NEW | 2.1k | 126.35 |
|
| J P Morgan Exchange Traded F Ultra Shrt Etf (JPST) | 0.1 | $260k | NEW | 5.1k | 50.61 |
|
| Ametek (AME) | 0.1 | $257k | 1.2k | 214.36 |
|
|
| Vanguard Specialized Funds Div App Etf (VIG) | 0.1 | $256k | NEW | 1.2k | 215.09 |
|
| Ishares Tr S&p 500 Val Etf (IVE) | 0.1 | $254k | NEW | 1.2k | 211.12 |
|
| Iqvia Holdings (IQV) | 0.1 | $234k | +12% | 1.4k | 170.54 |
|
| Main Street Capital Corporation (MAIN) | 0.1 | $233k | +6% | 4.4k | 52.96 |
|
| Ishares Tr Core Msci Eafe (IEFA) | 0.1 | $232k | NEW | 2.6k | 90.54 |
|
| Servicenow (NOW) | 0.1 | $227k | +28% | 2.2k | 104.55 |
|
| Ishares Tr Ibonds 27 Etf (IBDS) | 0.1 | $226k | 9.3k | 24.24 |
|
|
| Caterpillar (CAT) | 0.1 | $207k | NEW | 292.00 | 708.46 |
|
| Procter & Gamble Company (PG) | 0.1 | $206k | NEW | 1.4k | 144.39 |
|
| Ishares Tr Core S&p Us Vlu (IUSV) | 0.1 | $204k | NEW | 2.0k | 102.25 |
|
| J P Morgan Exchange Traded F Active Growth (JGRO) | 0.1 | $202k | -9% | 2.4k | 84.52 |
|
| Nuveen Insured Tax-Free Adv Munici (NEA) | 0.1 | $120k | 11k | 11.23 |
|
Past Filings by Riverstone Advisors
SEC 13F filings are viewable for Riverstone Advisors going back to 2018
- 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
- Riverstone Advisors 2022 Q2 filed July 26, 2022