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Riverstone Advisors, LLC

SEC CIK
0001763404
Latest filing
Aug 6, 2026

Holdings in Q2 2025

Holdings as of Jun 30, 2025, filed Aug 12, 2025. Long positions only; changes compare share counts with Q1 2025.

Institution overview
Positions
59
+2 vs. Q1 2025
Portfolio value
$185.0M
+$18.7M (+11.2%) vs. Q1 2025
Filed
Aug 12, 2025
SEC
Holdings of Riverstone Advisors, LLC in Q2 2025
SecurityClassSharesValue% of portfolioShare changeActionHistory
NEANuveen AMT-Free Quality Municipal Income FundCOM10,088$110.2K0.1%+10,088NewHistory
AMEAmetek IncCOM1,200$217.2K0.1%00.0%UnchangedHistory
SPDR Series Trust78464A763ST STR SP DIV1,680$228.0K0.1%00.0%Unchanged–
Fidelity Merrimack STR Tr316188408LOW DURTIN ETF4,700$235.3K0.1%+700+17.5%Added–
PHParker-Hannifin CorpStock338$236.2K0.1%−30−8.2%ReducedHistory
VVisa Inc.Stock688$244.3K0.1%00.0%UnchangedHistory
WMTWalmart Inc.Stock2,562$250.5K0.1%00.0%UnchangedHistory
ABBVAbbVie Inc.Stock1,353$251.2K0.1%+3+0.2%AddedHistory
ABTAbbott LaboratoriesStock1,897$258.0K0.1%00.0%UnchangedHistory
Vanguard S&P 500 ETF922908363ETF460$261.3K0.1%00.0%Unchanged–
CSCOCisco Systems, Inc.Stock3,955$274.4K0.1%+8+0.2%AddedHistory
J P Morgan Exchange Traded F46654Q609ACTIVE GROWTH3,198$275.3K0.1%+3,198New–
Schwab U.S. Large-Cap Growth ETF808524300ETF9,560$279.2K0.2%00.0%Unchanged–
MAINMain Street Capital CORPCEF4,758$281.2K0.2%−200−4.0%ReducedHistory
FSLRFirst Solar, Inc.Stock1,807$299.1K0.2%00.0%UnchangedHistory
MUMicron Technology IncStock2,438$300.5K0.2%00.0%UnchangedHistory
MRKMerck & Co., Inc.Stock3,969$314.2K0.2%00.0%UnchangedHistory
PMPhilip Morris International Inc.Stock2,100$382.5K0.2%00.0%UnchangedHistory
PWRQuanta Services, Inc.COM1,022$386.4K0.2%00.0%UnchangedHistory
ISRGIntuitive Surgical IncCOM NEW730$396.7K0.2%00.0%UnchangedHistory
HDHome Depot, Inc.Stock1,082$396.8K0.2%+19+1.8%AddedHistory
MAMastercard IncStock738$414.7K0.2%+738NewHistory
GOOGAlphabet Inc.Stock2,354$417.6K0.2%−46−1.9%ReducedHistory
SHOPShopify Inc.Stock3,744$431.9K0.2%−700−15.8%ReducedHistory
MPWRMonolithic Power Systems, Inc.COM598$437.4K0.2%+215+56.1%AddedHistory
PYPLPayPal Holdings, Inc.Stock6,114$454.4K0.2%−272−4.3%ReducedHistory
Invesco Exch Traded FD Tr II46138E222S&P INTL MOMNT9,447$484.0K0.3%+9,447New–
NOWServiceNow, Inc.Stock482$495.5K0.3%−10−2.0%ReducedHistory
ORCLOracle CorpStock2,329$509.2K0.3%00.0%UnchangedHistory
GLDSPDR Gold TrustETF1,756$535.3K0.3%+243+16.1%AddedHistory
JPMJPMorgan Chase & CoStock1,981$574.4K0.3%+102+5.4%AddedHistory
LLYEli Lilly & CoStock800$623.6K0.3%−155−16.2%ReducedHistory
DXCMDexcom IncCOM8,194$715.3K0.4%−2,650−24.4%ReducedHistory
METAMeta Platforms, Inc.Stock972$717.4K0.4%−76−7.3%ReducedHistory
COSTCostco Wholesale CorpStock726$718.7K0.4%+2+0.3%AddedHistory
EOGEOG Resources IncStock6,233$745.5K0.4%−957−13.3%ReducedHistory
AMGNAmgen IncStock2,726$761.1K0.4%00.0%UnchangedHistory
Vanguard Morningstar Total Stock Market ETF922908769ETF2,825$858.7K0.5%+47+1.7%Added–
HWMHowmet Aerospace Inc.Stock4,850$902.7K0.5%−55−1.1%ReducedHistory
COPConocoPhillipsStock13,508$1.21M0.7%−6,606−32.8%ReducedHistory
AMATApplied Materials IncStock8,989$1.65M0.9%00.0%UnchangedHistory
SPYSPDR S&P 500 ETF TrustETF2,857$1.77M1.0%+180+6.7%AddedHistory
CRWDCrowdStrike Holdings, Inc.Stock3,550$1.81M1.0%00.0%UnchangedHistory
MSFTMicrosoft CorpStock4,292$2.13M1.2%−229−5.1%ReducedHistory
PAYCPaycom Software, Inc.Stock9,823$2.27M1.2%−408−4.0%ReducedHistory
NVDANVIDIA CorpStock16,314$2.58M1.4%+1,331+8.9%AddedHistory
AAPLApple Inc.Stock12,945$2.66M1.4%−1,651−11.3%ReducedHistory
XOMExxonMobil Holdings CorpCOM26,160$2.82M1.5%−2,416−8.5%ReducedHistory
LNGCheniere Energy, Inc.COM NEW18,222$4.44M2.4%+1,314+7.8%AddedHistory
AVGOBroadcom Inc.Stock19,074$5.26M2.8%+160+0.8%AddedHistory
Invesco QQQ Trust Series I46090E103ETF9,900$5.46M3.0%−320−3.1%Reduced–
DHRDanaher CorpStock41,058$8.11M4.4%−615−1.5%ReducedHistory
RTXRTX CorpStock57,142$8.34M4.5%−204−0.4%ReducedHistory
TSCOTractor Supply CoCOM179,049$9.45M5.1%−4,162−2.3%ReducedHistory
BRK.BBerkshire Hathaway IncStock22,509$10.9M5.9%+145+0.6%AddedHistory
TOLToll Brothers, Inc.COM97,788$11.2M6.0%−3,736−3.7%ReducedHistory
GOOGLAlphabet Inc.Stock89,201$15.7M8.5%−1,016−1.1%ReducedHistory
AMZNAmazon Com IncStock83,790$18.4M9.9%+148+0.2%AddedHistory
iShares Core S&P 500 ETF464287200ETF83,985$52.1M28.2%+8,720+11.6%Added–

Sold out since Q1 2025 (2)

Positions held at the end of Q1 2025 that are gone from this filing.

Positions of Riverstone Advisors, LLC sold out since Q1 2025
SecurityClassShares in Q1 2025Value in Q1 2025% of portfolio in Q1 2025History
Vanguard Morningstar Mid-Cap ETF922908629ETF2,944$761.3K0.5%–
NEENextera Energy IncStock3,173$224.9K0.1%History