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CIK: 0001763404
Total reported value
$241.1M
$241.1M
59 檔
44.9%
The Q2 2025 SEC filing reveals that Riverstone Advisors, LLC held a total portfolio value of $241.1M, covering 59 public equity positions.
Riverstone Advisors, LLC executed strategic sector rebalancing during Q2 2025, establishing 4 new positions while fully exiting 2 holdings and trimming 18 positions.
In terms of portfolio concentration, the top 5 core holdings (including IVV, AMZN, GOOGL) accounted for 44.9% of total reported equity market value during Q2 2025.
Top New Position Initiated
IDMO
市值: $484.0K
Top Position Liquidated / Trimmed
VO
前期市值: $761.3K
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 28.19% | -0.50% | +11.59% | |
| 2 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 9.94% | -0.18% | +0.18% | |
| 3 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 8.50% | +0.57% | -1.13% | |
| 4 | TOL | Toll Brothers Inc | Stock-Consumer Disc | 6.03% | +0.05% | -3.68% | |
| 5 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 5.91% | -0.57% | +0.65% | |
| 6 | TSCO | Tractor Supply Company | Stock-Consumer Disc | 5.11% | -1.52% | -2.27% | |
| 7 | RTX | Rtx CORP | Stock-Industrials | 4.51% | -0.85% | -0.36% | |
| 8 | DHR | Danaher CORP | Stock-Healthcare | 4.38% | -0.52% | -1.48% | |
| 9 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 2.95% | +0.34% | -3.13% | |
| 10 | AVGO | Broadcom Inc | Stock-Tech | 2.84% | +0.18% | +0.85% | |
| 11 | LNG | Cheniere Energy Inc | Stock-Energy | 2.40% | -0.79% | +7.77% | |
| 12 | XOM | Exxon Mobil CORP | Stock-Energy | 1.52% | -0.67% | -8.45% | |
| 13 | AAPL | Apple Inc | Stock-Tech | 1.44% | +0.14% | -11.31% | |
| 14 | NVDA | Nvidia CORP | Stock-Tech | 1.39% | +0.24% | +8.88% | |
| 15 | PAYC | Paycom Software Inc | Stock-Tech | 1.23% | -0.06% | -3.99% | |
| 16 | MSFT | Microsoft CORP | Stock-Tech | 1.15% | -0.01% | -5.07% | |
| 17 | CRWD | Crowdstrike Holdings Inc - A | Stock-Tech | 0.98% | +0.48% | — | |
| 18 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.95% | -0.05% | +6.72% | |
| 19 | AMAT | Applied Materials Inc | Stock-Tech | 0.89% | +1.17% | — | |
| 20 | COP | Conocophillips | Stock-Energy | 0.66% | — | -32.84% | |
| 21 | HWM | Howmet Aerospace Inc | Stock-Industrials | 0.49% | +0.06% | -1.12% | |
| 22 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.46% | -0.03% | +1.69% | |
| 23 | AMGN | Amgen Inc | Stock-Healthcare | 0.41% | -0.05% | — | |
| 24 | EOG | Eog Resources Inc | Stock-Energy | 0.40% | — | -13.31% | |
| 25 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.39% | -0.04% | +0.28% | |
| 26 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.39% | -0.13% | -7.25% | |
| 27 | DXCM | Dexcom Inc | Stock-Healthcare | 0.39% | — | -24.44% | |
| 28 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.34% | +0.07% | -16.23% | |
| 29 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.31% | +0.02% | +5.43% | |
| 30 | GLD | Spdr Gold Shares | ETF-Commodities | 0.29% | -0.12% | +16.06% | |
| 31 | ORCL | Oracle CORP | Stock-Tech | 0.28% | -0.02% | — | |
| 32 | NOW | Servicenow Inc | Stock-Tech | 0.27% | -0.11% | EXIT | |
| 33 | IDMO | Invesco S&p International De | ETF-Other | 0.26% | +0.34% | — | |
| 34 | PYPL | Paypal Holdings Inc | Stock-Financials | 0.25% | — | -4.26% | |
| 35 | MPWR | Monolithic Power Systems Inc | Stock-Tech | 0.24% | +0.05% | +56.14% | |
| 36 | SHOP | Shopify Inc - Class A | Stock-Tech | 0.23% | -0.11% | -15.75% | |
| 37 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.23% | +0.09% | -1.92% | |
| 38 | MA | Mastercard Inc - A | Stock-Financials | 0.22% | +0.09% | NEW | |
| 39 | HD | Home Depot Inc | Stock-Consumer Disc | 0.21% | +0.01% | +1.79% | |
| 40 | ISRG | Intuitive Surgical Inc | Stock-Healthcare | 0.21% | -0.06% | — | |
| 41 | PWR | Quanta Services Inc | Stock-Industrials | 0.21% | +0.08% | — | |
| 42 | PM | Philip Morris International | Stock-Consumer Staples | 0.21% | — | — | |
| 43 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.17% | — | — | |
| 44 | MU | Micron Technology Inc | Stock-Tech | 0.16% | +0.66% | — | |
| 45 | FSLR | First Solar Inc | Stock-Tech | 0.16% | — | — | |
| 46 | MAIN | Main Street Capital CORP | Stock-Financials | 0.15% | -0.03% | -4.03% | |
| 47 | SCHG | Schwab US Large-cap Growth | ETF-Other | 0.15% | — | — | |
| 48 | JGRO | Jpmorgan Active Growth ETF | ETF-Other | 0.15% | — | — | |
| 49 | CSCO | Cisco Systems Inc | Stock-Tech | 0.15% | +0.06% | +0.20% | |
| 50 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.14% | -0.01% | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | IVV | Ishares Core S&p 500 ETF | +2.8% | +11.59% | Add |
| 2 | AVGO | Broadcom Inc | +0.9% | +0.85% | Add |
| 3 | NVDA | Nvidia CORP | +0.4% | +8.88% | Add |
| 4 | AMZN | Amazon.com Inc | +0.4% | +0.18% | Add |
| 5 | IDMO | Invesco S&p International De | +0.3% | NEW | New buy |
| 6 | CRWD | Crowdstrike Holdings Inc - A | +0.2% | — | Unchanged |
| 7 | MA | Mastercard Inc - A | +0.2% | NEW | New buy |
| 8 | JGRO | Jpmorgan Active Growth ETF | +0.2% | NEW | New buy |
| 9 | MSFT | Microsoft CORP | +0.1% | -5.07% | Trim |
| 10 | GOOGL | Alphabet Inc-cl A | +0.1% | -1.13% | Trim |
| 11 | AMAT | Applied Materials Inc | +0.1% | — | Unchanged |
| 12 | HWM | Howmet Aerospace Inc | +0.1% | -1.12% | Trim |
| 13 | MPWR | Monolithic Power Systems Inc | +0.1% | +56.14% | Add |
| 14 | ORCL | Oracle CORP | +0.1% | — | Unchanged |
| 15 | QQQ | Invesco Qqq Trust Series 1 | +0.1% | -3.13% | Trim |
| 16 | XNEAX | Nuveen Amt-fr Qlty Muni Inc | +0.1% | NEW | New buy |
| 17 | LNG | Cheniere Energy Inc | +0.1% | +7.77% | Add |
| 18 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.1% | +6.72% | Add |
| 19 | PWR | Quanta Services Inc | +0.1% | — | Unchanged |
| 20 | JPM | Jpmorgan Chase & Co | 0% | +5.43% | Add |
| 21 | META | Meta Platforms Inc-class A | 0% | -7.25% | Trim |
| 22 | NOW | Servicenow Inc | 0% | -2.03% | Trim |
| 23 | GLD | Spdr Gold Shares | 0% | +16.06% | Add |
| 24 | MU | Micron Technology Inc | 0% | — | Unchanged |
| 25 | FSLR | First Solar Inc | 0% | — | Unchanged |
| 26 | PM | Philip Morris International | 0% | — | Unchanged |
| 27 | SCHG | Schwab US Large-cap Growth | 0% | — | Unchanged |
| 28 | FLDR | Fidelity Low Durat Fact ETF | 0% | +17.50% | Add |
| 29 | VTI | Vanguard Total Stock Mkt ETF | — | +1.69% | Add |
| 30 | GOOG | Alphabet Inc-cl C | — | -1.92% | Trim |
| 31 | PYPL | Paypal Holdings Inc | — | -4.26% | Trim |
| 32 | CSCO | Cisco Systems Inc | — | +0.20% | Add |
| 33 | ISRG | Intuitive Surgical Inc | 0% | — | Unchanged |
| 34 | COST | Costco Wholesale CORP | 0% | +0.28% | Add |
| 35 | ABBV | Abbvie Inc | 0% | +0.22% | Add |
| 36 | MRK | Merck & Co. Inc. | 0% | — | Unchanged |
| 37 | RTX | Rtx CORP | -0.1% | -0.36% | Trim |
| 38 | AMGN | Amgen Inc | -0.1% | — | Unchanged |
| 39 | PAYC | Paycom Software Inc | -0.1% | -3.99% | Trim |
| 40 | LLY | Eli Lilly & Co | -0.1% | -16.23% | Trim |
| 41 | NEE | Nextera Energy Inc | -0.1% | EXIT | Sold out |
| 42 | EOG | Eog Resources Inc | -0.2% | -13.31% | Trim |
| 43 | TOL | Toll Brothers Inc | -0.4% | -3.68% | Trim |
| 44 | VO | Vanguard Mid-cap ETF | -0.5% | EXIT | Sold out |
| 45 | AAPL | Apple Inc | -0.5% | -11.31% | Trim |
| 46 | XOM | Exxon Mobil CORP | -0.5% | -8.45% | Trim |
| 47 | COP | Conocophillips | -0.6% | -32.84% | Trim |
| 48 | DHR | Danaher CORP | -0.8% | -1.48% | Trim |
| 49 | TSCO | Tractor Supply Company | -1% | -2.27% | Trim |
| 50 | BRK-B | Berkshire Hathaway Inc-cl B | -1.3% | +0.65% | Add |
According to official SEC Form 13F filings, Riverstone Advisors, LLC reported a total U.S. public equity portfolio value of $241.1M across 59 disclosed positions in Q2 2025.
During Q2 2025, Riverstone Advisors, LLC's top holdings by market value included IVV (28.2%)、AMZN (9.9%)、GOOGL (8.5%). The largest single position, IVV, represented 28.2% of total portfolio value.
In Q2 2025, Riverstone Advisors, LLC made 39 total portfolio adjustments, initiating 4 new buys, adding to 15 positions, trimming 18 holdings, and fully liquidating 2 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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