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Riverstone Advisors, LLC Top Holdings and 13F Report (2025)

About Riverstone Advisors, LLC

Investment Activity

  • Riverstone Advisors, LLC has $184.97 million in total holdings as of June 30, 2025.
  • Riverstone Advisors, LLC owns shares of 59 different stocks, but just 11 companies or ETFs make up 80% of its holdings.
  • Approximately 4.22% of the portfolio was purchased this quarter.
  • About 2.28% of the portfolio was sold this quarter.
  • This quarter, Riverstone Advisors, LLC has purchased 57 new stocks and bought additional shares in 16 stocks.
  • Riverstone Advisors, LLC sold shares of 22 stocks and completely divested from 2 stocks this quarter.

Largest Holdings

Amazon.com
$18,382,764
Alphabet
$15,719,817
Toll Brothers
$11,160,543
Berkshire Hathaway
$10,934,196

Largest New Holdings this Quarter

57636Q104 - Mastercard
$414,712 Holding
46654Q609 - JPMorgan Active Growth ETF
$275,252 Holding

Largest Purchases this Quarter

iShares Core S&P 500 ETF
8,720 shares (about $5.41M)
Mastercard
738 shares (about $414.71K)
CHENIERE ENERGY INC
1,314 shares (about $319.99K)
JPMorgan Active Growth ETF
3,198 shares (about $275.25K)

Largest Sales this Quarter

ConocoPhillips
6,606 shares (about $592.81K)
Toll Brothers
3,736 shares (about $426.39K)
Apple
1,651 shares (about $338.74K)
Exxon Mobil
2,416 shares (about $260.44K)
DexCom
2,650 shares (about $231.32K)

Sector Allocation Over Time

Map of 500 Largest Holdings ofRiverstone Advisors, LLC

 
 
Selling
 
 
Neutral
 
 
Buying
Issuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSector
iShares Core S&P 500 ETF stock logo
IVV
iShares Core S&P 500 ETF
$52,146,088$5,414,227 11.6%83,98528.2%ETF
Amazon.com, Inc. stock logo
AMZN
Amazon.com
$18,382,764$32,470 0.2%83,7909.9%Retail/Wholesale
Alphabet Inc. stock logo
GOOGL
Alphabet
$15,719,817$179,049 -1.1%89,2018.5%Computer and Technology
Toll Brothers Inc. stock logo
TOL
Toll Brothers
$11,160,543$426,390 -3.7%97,7886.0%Construction
Berkshire Hathaway Inc. stock logo
BRK.B
Berkshire Hathaway
$10,934,196$70,437 0.6%22,5095.9%Finance
Tractor Supply Company stock logo
TSCO
Tractor Supply
$9,448,425$219,629 -2.3%179,0495.1%Retail/Wholesale
RTX Corporation stock logo
RTX
RTX
$8,343,864$29,788 -0.4%57,1424.5%Aerospace
Danaher Corporation stock logo
DHR
Danaher
$8,110,560$121,487 -1.5%41,0584.4%Medical
Invesco QQQ stock logo
QQQ
Invesco QQQ
$5,461,494$176,533 -3.1%9,9003.0%Finance
Broadcom Inc. stock logo
AVGO
Broadcom
$5,257,787$44,104 0.8%19,0742.8%Computer and Technology
CHENIERE ENERGY INC
$4,437,432$319,986 7.8%18,2222.4%COM NEW
Exxon Mobil Corporation stock logo
XOM
Exxon Mobil
$2,819,999$260,440 -8.5%26,1601.5%Energy
Apple Inc. stock logo
AAPL
Apple
$2,655,926$338,736 -11.3%12,9451.4%Computer and Technology
NVIDIA Corporation stock logo
NVDA
NVIDIA
$2,577,449$210,285 8.9%16,3141.4%Computer and Technology
Paycom Software, Inc. stock logo
PAYC
Paycom Software
$2,273,028$94,411 -4.0%9,8231.2%Computer and Technology
Microsoft Corporation stock logo
MSFT
Microsoft
$2,134,858$113,906 -5.1%4,2921.2%Computer and Technology
CrowdStrike stock logo
CRWD
CrowdStrike
$1,808,0510.0%3,5501.0%Computer and Technology
SPDR S&P 500 ETF Trust stock logo
SPY
SPDR S&P 500 ETF Trust
$1,765,303$111,220 6.7%2,8571.0%Finance
Applied Materials, Inc. stock logo
AMAT
Applied Materials
$1,645,6160.0%8,9890.9%Computer and Technology
ConocoPhillips stock logo
COP
ConocoPhillips
$1,212,183$592,810 -32.8%13,5080.7%Energy
Howmet Aerospace Inc. stock logo
HWM
Howmet Aerospace
$902,731$10,237 -1.1%4,8500.5%Aerospace
Vanguard Total Stock Market ETF stock logo
VTI
Vanguard Total Stock Market ETF
$858,702$14,286 1.7%2,8250.5%ETF
Amgen Inc. stock logo
AMGN
Amgen
$761,1260.0%2,7260.4%Medical
EOG Resources, Inc. stock logo
EOG
EOG Resources
$745,529$114,467 -13.3%6,2330.4%Energy
Costco Wholesale Corporation stock logo
COST
Costco Wholesale
$718,696$1,980 0.3%7260.4%Retail/Wholesale
Meta Platforms, Inc. stock logo
META
Meta Platforms
$717,423$56,095 -7.3%9720.4%Computer and Technology
DexCom, Inc. stock logo
DXCM
DexCom
$715,254$231,318 -24.4%8,1940.4%Medical
Eli Lilly and Company stock logo
LLY
Eli Lilly and Company
$623,624$120,827 -16.2%8000.3%Medical
JPMorgan Chase & Co. stock logo
JPM
JPMorgan Chase & Co.
$574,375$29,574 5.4%1,9810.3%Finance
SPDR Gold Shares stock logo
GLD
SPDR Gold Shares
$535,281$74,074 16.1%1,7560.3%Finance
Oracle Corporation stock logo
ORCL
Oracle
$509,1890.0%2,3290.3%Computer and Technology
ServiceNow, Inc. stock logo
NOW
ServiceNow
$495,535$10,281 -2.0%4820.3%Computer and Technology
IDMO
Invesco S&P International Developed Momentum ETF
$484,043$484,043 New Holding9,4470.3%ETF
PayPal Holdings, Inc. stock logo
PYPL
PayPal
$454,392$20,215 -4.3%6,1140.2%Business Services
Monolithic Power Systems, Inc. stock logo
MPWR
Monolithic Power Systems
$437,365$157,247 56.1%5980.2%Computer and Technology
Shopify Inc. stock logo
SHOP
Shopify
$431,870$80,745 -15.8%3,7440.2%Computer and Technology
Alphabet Inc. stock logo
GOOG
Alphabet
$417,576$8,160 -1.9%2,3540.2%Computer and Technology
Mastercard Incorporated stock logo
MA
Mastercard
$414,712$414,712 New Holding7380.2%Business Services
The Home Depot, Inc. stock logo
HD
Home Depot
$396,765$6,967 1.8%1,0820.2%Retail/Wholesale
Intuitive Surgical, Inc. stock logo
ISRG
Intuitive Surgical
$396,6890.0%7300.2%Medical
Quanta Services, Inc. stock logo
PWR
Quanta Services
$386,3980.0%1,0220.2%Construction
Philip Morris International Inc. stock logo
PM
Philip Morris International
$382,4730.0%2,1000.2%Consumer Staples
Merck & Co., Inc. stock logo
MRK
Merck & Co., Inc.
$314,1860.0%3,9690.2%Medical
Micron Technology, Inc. stock logo
MU
Micron Technology
$300,4840.0%2,4380.2%Computer and Technology
First Solar, Inc. stock logo
FSLR
First Solar
$299,1310.0%1,8070.2%Energy
Main Street Capital Corporation stock logo
MAIN
Main Street Capital
$281,198$11,820 -4.0%4,7580.2%Finance
Schwab U.S. Large-Cap Growth ETF stock logo
SCHG
Schwab U.S. Large-Cap Growth ETF
$279,2480.0%9,5600.2%ETF
JPMorgan Active Growth ETF stock logo
JGRO
JPMorgan Active Growth ETF
$275,252$275,252 New Holding3,1980.1%ETF
Cisco Systems, Inc. stock logo
CSCO
Cisco Systems
$274,407$555 0.2%3,9550.1%Computer and Technology
Vanguard S&P 500 ETF stock logo
VOO
Vanguard S&P 500 ETF
$261,2940.0%4600.1%ETF
Abbott Laboratories stock logo
ABT
Abbott Laboratories
$258,0110.0%1,8970.1%Medical
AbbVie Inc. stock logo
ABBV
AbbVie
$251,204$557 0.2%1,3530.1%Medical
Walmart Inc. stock logo
WMT
Walmart
$250,5120.0%2,5620.1%Retail/Wholesale
Visa Inc. stock logo
V
Visa
$244,2740.0%6880.1%Business Services
Parker-Hannifin Corporation stock logo
PH
Parker-Hannifin
$236,216$20,966 -8.2%3380.1%Industrials
Fidelity Low Duration Bond Factor ETF stock logo
FLDR
Fidelity Low Duration Bond Factor ETF
$235,329$35,049 17.5%4,7000.1%ETF
SPDR S&P Dividend ETF stock logo
SDY
SPDR S&P Dividend ETF
$228,0260.0%1,6800.1%ETF
AMETEK, Inc. stock logo
AME
AMETEK
$217,1520.0%1,2000.1%Computer and Technology
Nuveen AMT-Free Quality Municipal Income Fund stock logo
NEA
Nuveen AMT-Free Quality Municipal Income Fund
$110,163$110,163 New Holding10,0880.1%Financial Services
Vanguard Mid-Cap ETF stock logo
VO
Vanguard Mid-Cap ETF
$0$761,316 -100.0%00.0%ETF
NextEra Energy, Inc. stock logo
NEE
NextEra Energy
$0$224,904 -100.0%00.0%Utilities

Showing largest 100 holdings. View all holdings.
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