Portfolio (Quarterly)
Guide ↗
Riverstone Advisors, LLC
· CIK 0001763404| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | INTC | INTEL CORP | Technology | 7,578.0 | $1.1M | 0.44% | NEW | — | $139.63 | -31.4% |
| 2 | ICSH | ISHARES TR | — | 16,974.0 | $859K | 0.36% | NEW | — | $50.58 | -0.3% |
| 3 | QQQM | INVESCO EXCH TRADED FD TR II | — | 2,782.0 | $843K | 0.35% | NEW | — | $303.00 | -2.3% |
| 4 | TSLA | TESLA INC | Consumer Cyclical | 1,318.0 | $554K | 0.23% | NEW | — | $420.60 | -15.8% |
| 5 | PULS | PGIM ETF TR | — | 11,166.0 | $553K | 0.23% | NEW | — | $49.55 | +0.0% |
| 6 | AMD | ADVANCED MICRO DEVICES INC | Technology | 867.0 | $504K | 0.21% | NEW | — | $580.91 | -17.8% |
| 7 | JAAA | JANUS DETROIT STR TR | — | 9,948.0 | $502K | 0.21% | NEW | — | $50.49 | +0.2% |
| 8 | LLY | ELI LILLY & CO | Healthcare | 404.0 | $485K | 0.20% | NEW | — | $1199.43 | -4.3% |
| 9 | IWD | ISHARES TR | — | 1,884.0 | $457K | 0.19% | NEW | — | $242.38 | +6.3% |
| 10 | APH | AMPHENOL CORP | Technology | 2,441.0 | $430K | 0.18% | NEW | — | $176.32 | -53.1% |
| 11 | CAT | CATERPILLAR INC | Industrials | 314.0 | $334K | 0.14% | NEW | — | $1064.90 | -23.6% |
| 12 | MRK | MERCK & CO INC | Healthcare | 2,394.0 | $308K | 0.13% | NEW | — | $128.50 | +17.0% |
| 13 | JNJ | JOHNSON & JOHNSON | Healthcare | 1,210.0 | $307K | 0.13% | NEW | — | $253.97 | +8.4% |
| 14 | PG | PROCTER & GAMBLE CO | Consumer Defensive | 2,040.0 | $299K | 0.12% | NEW | — | $146.67 | -0.2% |
| 15 | MRVL | MARVELL TECHNOLOGY INC | Technology | 1,000.0 | $298K | 0.12% | NEW | — | $297.89 | -25.0% |
| 16 | GLW | CORNING INC | Technology | 1,120.0 | $286K | 0.12% | NEW | — | $255.43 | -39.6% |
| 17 | — | TECHNIPFMC PLC | — | 4,229.0 | $280K | 0.12% | NEW | — | $66.30 | — |
| 18 | VIG | VANGUARD SPECIALIZED FUNDS | — | 1,145.0 | $271K | 0.11% | NEW | — | $236.61 | +2.3% |
| 19 | ANET | ARISTA NETWORKS INC | Technology | 1,562.0 | $265K | 0.11% | NEW | — | $169.88 | +14.1% |
| 20 | — | J P MORGAN EXCHANGE TRADED F | — | 5,149.0 | $260K | 0.11% | NEW | — | $50.57 | — |
① Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.
Sector Allocation
Consumer Cyclical
25.9%
Technology
25.4%
Communication Services
18.5%
Industrials
9.4%
Financial Services
8.1%
Healthcare
6.7%
Energy
4.4%
Consumer Defensive
1.3%
Utilities
0.3%