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

About Riverstone Advisors, LLC

Investment Activity

  • Riverstone Advisors, LLC has $166.28 million in total holdings as of March 31, 2025.
  • Riverstone Advisors, LLC owns shares of 57 different stocks, but just 11 companies or ETFs make up 80% of its holdings.
  • Approximately 2.05% of the portfolio was purchased this quarter.
  • About 1.56% of the portfolio was sold this quarter.
  • This quarter, Riverstone Advisors, LLC has purchased 53 new stocks and bought additional shares in 14 stocks.
  • Riverstone Advisors, LLC sold shares of 20 stocks and completely divested from 1 stock this quarter.

Largest Holdings

Amazon.com
$15,913,727
Alphabet
$13,951,157
Berkshire Hathaway
$11,910,619
Toll Brothers
$10,719,930

Largest New Holdings this Quarter

22788C105 - CrowdStrike
$1,251,659 Holding
78463V107 - SPDR Gold Shares
$435,956 Holding
82509L107 - Shopify
$424,313 Holding
609839105 - Monolithic Power Systems
$222,132 Holding
316188408 - Fidelity Low Duration Bond Factor ETF
$200,480 Holding

Largest Purchases this Quarter

CrowdStrike
3,550 shares (about $1.25M)
SPDR Gold Shares
1,513 shares (about $435.96K)
Shopify
4,444 shares (about $424.31K)
Berkshire Hathaway
704 shares (about $374.94K)
Monolithic Power Systems
383 shares (about $222.13K)

Largest Sales this Quarter

iShares Core S&P 500 ETF
860 shares (about $483.24K)
DexCom
5,721 shares (about $390.69K)
Eli Lilly and Company
400 shares (about $330.37K)
ConocoPhillips
1,976 shares (about $207.52K)
EOG Resources
1,561 shares (about $200.18K)

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
$42,291,679$483,237 -1.1%75,26525.4%ETF
Amazon.com, Inc. stock logo
AMZN
Amazon.com
$15,913,727$6,469 0.0%83,6429.6%Retail/Wholesale
Alphabet Inc. stock logo
GOOGL
Alphabet
$13,951,157$64,949 -0.5%90,2178.4%Computer and Technology
Berkshire Hathaway Inc. stock logo
BRK.B
Berkshire Hathaway
$11,910,619$374,936 3.3%22,3647.2%Finance
Toll Brothers, Inc. stock logo
TOL
Toll Brothers
$10,719,930$34,739 0.3%101,5246.4%Construction
Tractor Supply stock logo
TSCO
Tractor Supply
$10,094,920$83,421 -0.8%183,2116.1%Retail/Wholesale
Danaher Co. stock logo
DHR
Danaher
$8,542,972$122,795 -1.4%41,6735.1%Medical
RTX Co. stock logo
RTX
RTX
$7,596,115$49,143 0.7%57,3464.6%Aerospace
Invesco QQQ stock logo
QQQ
Invesco QQQ
$4,792,502$158,969 -3.2%10,2202.9%Finance
CHENIERE ENERGY INC
$3,912,428$182,571 4.9%16,9082.4%COM NEW
Exxon Mobil Co. stock logo
XOM
Exxon Mobil
$3,398,526$106,204 -3.0%28,5762.0%Energy
Apple Inc. stock logo
AAPL
Apple
$3,242,2090.0%14,5961.9%Computer and Technology
Broadcom Inc. stock logo
AVGO
Broadcom
$3,166,794$55,252 1.8%18,9141.9%Computer and Technology
Paycom Software, Inc. stock logo
PAYC
Paycom Software
$2,235,367$115,581 -4.9%10,2311.3%Computer and Technology
ConocoPhillips stock logo
COP
ConocoPhillips
$2,112,372$207,519 -8.9%20,1141.3%Energy
Microsoft Co. stock logo
MSFT
Microsoft
$1,696,986$3,003 -0.2%4,5211.0%Computer and Technology
NVIDIA Co. stock logo
NVDA
NVIDIA
$1,623,859$7,045 0.4%14,9831.0%Computer and Technology
SPDR S&P 500 ETF Trust stock logo
SPY
SPDR S&P 500 ETF Trust
$1,497,524$27,970 -1.8%2,6770.9%Finance
Applied Materials, Inc. stock logo
AMAT
Applied Materials
$1,304,4840.0%8,9890.8%Computer and Technology
CrowdStrike Holdings, Inc. stock logo
CRWD
CrowdStrike
$1,251,659$1,251,659 New Holding3,5500.8%Computer and Technology
EOG Resources, Inc. stock logo
EOG
EOG Resources
$922,046$200,183 -17.8%7,1900.6%Energy
Amgen Inc. stock logo
AMGN
Amgen
$849,285$6,231 -0.7%2,7260.5%Medical
Eli Lilly and Company stock logo
LLY
Eli Lilly and Company
$788,758$330,370 -29.5%9550.5%Medical
Vanguard Total Stock Market ETF stock logo
VTI
Vanguard Total Stock Market ETF
$763,5960.0%2,7780.5%ETF
Vanguard Mid-Cap ETF stock logo
VO
Vanguard Mid-Cap ETF
$761,316$49,134 6.9%2,9440.5%ETF
DexCom, Inc. stock logo
DXCM
DexCom
$740,537$390,687 -34.5%10,8440.4%Medical
Costco Wholesale Co. stock logo
COST
Costco Wholesale
$684,765$33,103 5.1%7240.4%Retail/Wholesale
Howmet Aerospace Inc. stock logo
HWM
Howmet Aerospace
$636,326$25,946 4.3%4,9050.4%Aerospace
Meta Platforms, Inc. stock logo
META
Meta Platforms
$604,025$17,291 2.9%1,0480.4%Computer and Technology
JPMorgan Chase & Co. stock logo
JPM
JPMorgan Chase & Co.
$460,812$2,698 -0.6%1,8790.3%Finance
SPDR Gold Shares stock logo
GLD
SPDR Gold Shares
$435,956$435,956 New Holding1,5130.3%Finance
Shopify Inc. stock logo
SHOP
Shopify
$424,313$424,313 New Holding4,4440.3%Computer and Technology
PayPal Holdings, Inc. stock logo
PYPL
PayPal
$416,687$25,382 -5.7%6,3860.3%Computer and Technology
ServiceNow, Inc. stock logo
NOW
ServiceNow
$391,7010.0%4920.2%Computer and Technology
The Home Depot, Inc. stock logo
HD
Home Depot
$389,5790.0%1,0630.2%Retail/Wholesale
Alphabet Inc. stock logo
GOOG
Alphabet
$374,9520.0%2,4000.2%Computer and Technology
Intuitive Surgical, Inc. stock logo
ISRG
Intuitive Surgical
$361,5470.0%7300.2%Medical
Merck & Co., Inc. stock logo
MRK
Merck & Co., Inc.
$356,257$5,834 -1.6%3,9690.2%Medical
Philip Morris International Inc. stock logo
PM
Philip Morris International
$333,3330.0%2,1000.2%Consumer Staples
Oracle Co. stock logo
ORCL
Oracle
$325,6170.0%2,3290.2%Computer and Technology
AbbVie Inc. stock logo
ABBV
AbbVie
$282,954$419 0.1%1,3500.2%Medical
Main Street Capital Co. stock logo
MAIN
Main Street Capital
$280,424$33,936 13.8%4,9580.2%Finance
Quanta Services, Inc. stock logo
PWR
Quanta Services
$259,7720.0%1,0220.2%Construction
Abbott Laboratories stock logo
ABT
Abbott Laboratories
$251,6370.0%1,8970.2%Medical
Cisco Systems, Inc. stock logo
CSCO
Cisco Systems
$243,596$370 0.2%3,9470.1%Computer and Technology
Visa Inc. stock logo
V
Visa
$241,1160.0%6880.1%Business Services
Schwab U.S. Large-Cap Growth ETF stock logo
SCHG
Schwab U.S. Large-Cap Growth ETF
$239,3820.0%9,5600.1%ETF
Vanguard S&P 500 ETF stock logo
VOO
Vanguard S&P 500 ETF
$236,3990.0%4600.1%ETF
First Solar, Inc. stock logo
FSLR
First Solar
$228,4590.0%1,8070.1%Energy
SPDR S&P Dividend ETF stock logo
SDY
SPDR S&P Dividend ETF
$227,9420.0%1,6800.1%ETF
Walmart Inc. stock logo
WMT
Walmart
$224,9180.0%2,5620.1%Retail/Wholesale
NextEra Energy, Inc. stock logo
NEE
NextEra Energy
$224,904$13,893 -5.8%3,1730.1%Utilities
Parker-Hannifin Co. stock logo
PH
Parker-Hannifin
$223,607$9,722 -4.2%3680.1%Industrials
Monolithic Power Systems, Inc. stock logo
MPWR
Monolithic Power Systems
$222,132$222,132 New Holding3830.1%Computer and Technology
Micron Technology, Inc. stock logo
MU
Micron Technology
$211,838$17,378 -7.6%2,4380.1%Computer and Technology
AMETEK, Inc. stock logo
AME
AMETEK
$206,5680.0%1,2000.1%Computer and Technology
Fidelity Low Duration Bond Factor ETF stock logo
FLDR
Fidelity Low Duration Bond Factor ETF
$200,480$200,480 New Holding4,0000.1%ETF
Salesforce, Inc. stock logo
CRM
Salesforce
$0$215,977 -100.0%00.0%Computer and Technology

Showing largest 100 holdings. View all holdings.
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