Riverstone Advisors, LLC
- SEC CIK
- 0001763404
- Latest filing
- Aug 6, 2026
Holdings in Q1 2025
Holdings as of Mar 31, 2025, filed Apr 25, 2025. Long positions only; changes compare share counts with Q4 2024.
- Positions
- 57
- +4 vs. Q4 2024
- Portfolio value
- $166.3M
- −$9.21M (−5.2%) vs. Q4 2024
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| Fidelity Merrimack STR Tr316188408 | LOW DURTIN ETF | 4,000 | $200.5K | 0.1% | +4,000 | New | – |
| AMEAmetek Inc | COM | 1,200 | $206.6K | 0.1% | 00.0% | Unchanged | History |
| MUMicron Technology Inc | Stock | 2,438 | $211.8K | 0.1% | −200−7.6% | Reduced | History |
| MPWRMonolithic Power Systems, Inc. | COM | 383 | $222.1K | 0.1% | +383 | New | History |
| PHParker-Hannifin Corp | Stock | 368 | $223.6K | 0.1% | −16−4.2% | Reduced | History |
| NEENextera Energy Inc | Stock | 3,173 | $224.9K | 0.1% | −196−5.8% | Reduced | History |
| WMTWalmart Inc. | Stock | 2,562 | $224.9K | 0.1% | 00.0% | Unchanged | History |
| SPDR Series Trust78464A763 | ST STR SP DIV | 1,680 | $227.9K | 0.1% | 00.0% | Unchanged | – |
| FSLRFirst Solar, Inc. | Stock | 1,807 | $228.5K | 0.1% | 00.0% | Unchanged | History |
| Vanguard S&P 500 ETF922908363 | ETF | 460 | $236.4K | 0.1% | 00.0% | Unchanged | – |
| Schwab U.S. Large-Cap Growth ETF808524300 | ETF | 9,560 | $239.4K | 0.1% | 00.0% | Unchanged | – |
| VVisa Inc. | Stock | 688 | $241.1K | 0.1% | 00.0% | Unchanged | History |
| CSCOCisco Systems, Inc. | Stock | 3,947 | $243.6K | 0.1% | +6+0.2% | Added | History |
| ABTAbbott Laboratories | Stock | 1,897 | $251.6K | 0.2% | 00.0% | Unchanged | History |
| PWRQuanta Services, Inc. | COM | 1,022 | $259.8K | 0.2% | 00.0% | Unchanged | History |
| MAINMain Street Capital CORP | CEF | 4,958 | $280.4K | 0.2% | +600+13.8% | Added | History |
| ABBVAbbVie Inc. | Stock | 1,350 | $283.0K | 0.2% | +2+0.1% | Added | History |
| ORCLOracle Corp | Stock | 2,329 | $325.6K | 0.2% | 00.0% | Unchanged | History |
| PMPhilip Morris International Inc. | Stock | 2,100 | $333.3K | 0.2% | 00.0% | Unchanged | History |
| MRKMerck & Co., Inc. | Stock | 3,969 | $356.3K | 0.2% | −65−1.6% | Reduced | History |
| ISRGIntuitive Surgical Inc | COM NEW | 730 | $361.5K | 0.2% | 00.0% | Unchanged | History |
| GOOGAlphabet Inc. | Stock | 2,400 | $375.0K | 0.2% | 00.0% | Unchanged | History |
| HDHome Depot, Inc. | Stock | 1,063 | $389.6K | 0.2% | 00.0% | Unchanged | History |
| NOWServiceNow, Inc. | Stock | 492 | $391.7K | 0.2% | 00.0% | Unchanged | History |
| PYPLPayPal Holdings, Inc. | Stock | 6,386 | $416.7K | 0.3% | −389−5.7% | Reduced | History |
| SHOPShopify Inc. | Stock | 4,444 | $424.3K | 0.3% | +4,444 | New | History |
| GLDSPDR Gold Trust | ETF | 1,513 | $436.0K | 0.3% | +1,513 | New | History |
| JPMJPMorgan Chase & Co | Stock | 1,879 | $460.8K | 0.3% | −11−0.6% | Reduced | History |
| METAMeta Platforms, Inc. | Stock | 1,048 | $604.0K | 0.4% | +30+2.9% | Added | History |
| HWMHowmet Aerospace Inc. | Stock | 4,905 | $636.3K | 0.4% | +200+4.3% | Added | History |
| COSTCostco Wholesale Corp | Stock | 724 | $684.8K | 0.4% | +35+5.1% | Added | History |
| DXCMDexcom Inc | COM | 10,844 | $740.5K | 0.4% | −5,721−34.5% | Reduced | History |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 2,944 | $761.3K | 0.5% | +190+6.9% | Added | – |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 2,778 | $763.6K | 0.5% | 00.0% | Unchanged | – |
| LLYEli Lilly & Co | Stock | 955 | $788.8K | 0.5% | −400−29.5% | Reduced | History |
| AMGNAmgen Inc | Stock | 2,726 | $849.3K | 0.5% | −20−0.7% | Reduced | History |
| EOGEOG Resources Inc | Stock | 7,190 | $922.0K | 0.6% | −1,561−17.8% | Reduced | History |
| CRWDCrowdStrike Holdings, Inc. | Stock | 3,550 | $1.25M | 0.8% | +3,550 | New | History |
| AMATApplied Materials Inc | Stock | 8,989 | $1.30M | 0.8% | 00.0% | Unchanged | History |
| SPYSPDR S&P 500 ETF Trust | ETF | 2,677 | $1.50M | 0.9% | −50−1.8% | Reduced | History |
| NVDANVIDIA Corp | Stock | 14,983 | $1.62M | 1.0% | +65+0.4% | Added | History |
| MSFTMicrosoft Corp | Stock | 4,521 | $1.70M | 1.0% | −8−0.2% | Reduced | History |
| COPConocoPhillips | Stock | 20,114 | $2.11M | 1.3% | −1,976−8.9% | Reduced | History |
| PAYCPaycom Software, Inc. | Stock | 10,231 | $2.24M | 1.3% | −529−4.9% | Reduced | History |
| AVGOBroadcom Inc. | Stock | 18,914 | $3.17M | 1.9% | +330+1.8% | Added | History |
| AAPLApple Inc. | Stock | 14,596 | $3.24M | 1.9% | 00.0% | Unchanged | History |
| XOMExxonMobil Holdings Corp | COM | 28,576 | $3.40M | 2.0% | −893−3.0% | Reduced | History |
| LNGCheniere Energy, Inc. | COM NEW | 16,908 | $3.91M | 2.4% | +789+4.9% | Added | History |
| Invesco QQQ Trust Series I46090E103 | ETF | 10,220 | $4.79M | 2.9% | −339−3.2% | Reduced | – |
| RTXRTX Corp | Stock | 57,346 | $7.60M | 4.6% | +371+0.7% | Added | History |
| DHRDanaher Corp | Stock | 41,673 | $8.54M | 5.1% | −599−1.4% | Reduced | History |
| TSCOTractor Supply Co | COM | 183,211 | $10.1M | 6.1% | −1,514−0.8% | Reduced | History |
| TOLToll Brothers, Inc. | COM | 101,524 | $10.7M | 6.4% | +329+0.3% | Added | History |
| BRK.BBerkshire Hathaway Inc | Stock | 22,364 | $11.9M | 7.2% | +704+3.3% | Added | History |
| GOOGLAlphabet Inc. | Stock | 90,217 | $14.0M | 8.4% | −420−0.5% | Reduced | History |
| AMZNAmazon Com Inc | Stock | 83,642 | $15.9M | 9.6% | +340.0% | Added | History |
| iShares Core S&P 500 ETF464287200 | ETF | 75,265 | $42.3M | 25.4% | −860−1.1% | Reduced | – |
Sold out since Q4 2024 (1)
Positions held at the end of Q4 2024 that are gone from this filing.