Portfolio (Quarterly)
Guide ↗
Riverstone Advisors, LLC
· CIK 0001763404| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 41 | ABBV | ABBVIE INC | Healthcare | 2,094.0 | $527K | 0.22% | +433.0 | +26.1% | $251.65 | +1.9% |
| 42 | HD | HOME DEPOT INC | Consumer Cyclical | 1,447.0 | $510K | 0.21% | +221.0 | +18.0% | $352.62 | -9.0% |
| 43 | PM | PHILIP MORRIS INTL INC | Consumer Defensive | 2,793.0 | $505K | 0.21% | +424.0 | +17.9% | $180.91 | +0.9% |
| 44 | AMD | ADVANCED MICRO DEVICES INC | Technology | 867.0 | $504K | 0.21% | NEW | — | $580.91 | -17.8% |
| 45 | JAAA | JANUS DETROIT STR TR | — | 9,948.0 | $502K | 0.21% | NEW | — | $50.49 | +0.2% |
| 46 | LLY | ELI LILLY & CO | Healthcare | 404.0 | $485K | 0.20% | NEW | — | $1199.43 | -4.3% |
| 47 | V | VISA INC | Financial Services | 1,373.0 | $471K | 0.20% | +484.0 | +54.4% | $343.09 | +9.3% |
| 48 | WMT | WALMART INC | Consumer Defensive | 4,153.0 | $470K | 0.20% | +950.0 | +29.7% | $113.26 | -5.4% |
| 49 | IWD | ISHARES TR | — | 1,884.0 | $457K | 0.19% | NEW | — | $242.38 | +6.3% |
| 50 | APH | AMPHENOL CORP | Technology | 2,441.0 | $430K | 0.18% | NEW | — | $176.32 | -53.1% |
| 51 | FSLR | FIRST SOLAR INC | Energy | 1,807.0 | $426K | 0.18% | — | — | $235.96 | -13.4% |
| 52 | GEV | GE VERNOVA INC | Utilities | 353.0 | $415K | 0.17% | -32.0 | -8.3% | $1174.94 | -19.8% |
| 53 | ADI | ANALOG DEVICES INC | Technology | 1,007.0 | $400K | 0.17% | +222.0 | +28.3% | $397.17 | -8.8% |
| 54 | ORCL | ORACLE CORP | Technology | 2,640.0 | $387K | 0.16% | +332.0 | +14.4% | $146.54 | +8.4% |
| 55 | AME | AMETEK INC | Industrials | 1,420.0 | $344K | 0.14% | +220.0 | +18.3% | $241.94 | -1.7% |
| 56 | ISRG | INTUITIVE SURGICAL INC | Healthcare | 855.0 | $340K | 0.14% | +56.0 | +7.0% | $397.68 | -7.8% |
| 57 | IBDR | ISHARES TR | — | 13,832.0 | $335K | 0.14% | -6K | -29.1% | $24.23 | -0.2% |
| 58 | CAT | CATERPILLAR INC | Industrials | 314.0 | $334K | 0.14% | NEW | — | $1064.90 | -23.6% |
| 59 | SCHG | SCHWAB STRATEGIC TR | — | 9,664.0 | $327K | 0.14% | — | — | $33.84 | +5.0% |
| 60 | VOO | VANGUARD INDEX FDS | — | 460.0 | $316K | 0.13% | — | — | $686.81 | +3.1% |
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%