$180 Million is the total value of Riverstone Advisors, LLC's 40 reported holdings in Q4 2020. The portfolio turnover from Q3 2020 to Q4 2020 was 0.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| AMGN | AMGEN INC | $901,000 | -9.5% | 3,918 | 0.0% | 0.50% | -24.3% | |
| JNJ | JOHNSON &JOHNSON | $650,000 | +5.7% | 4,128 | 0.0% | 0.36% | -11.7% | |
| VHT | VANGUARD WORLD FDShealth car etf | $347,000 | +9.5% | 1,553 | 0.0% | 0.19% | -8.5% | |
| VMO | INVESCO MUN OPPORTUNITY TR | $151,000 | +4.9% | 11,775 | 0.0% | 0.08% | -12.5% | |
| VKI | INVESCO ADVANTAGE MUN INCOMEsh ben int | $148,000 | +5.0% | 13,050 | 0.0% | 0.08% | -12.8% | |
| NLY | ANNALY CAPITAL MANAGEMENT IN | $90,000 | +20.0% | 10,600 | 0.0% | 0.05% | 0.0% |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2021-02-02
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| ISHARES TR | 20 | Q3 2023 | 20.1% |
| PAYCOM SOFTWARE INC | 20 | Q3 2023 | 11.7% |
| ALPHABET INC | 20 | Q3 2023 | 10.3% |
| AMAZON COM INC | 20 | Q3 2023 | 11.9% |
| DANAHER CORPORATION | 20 | Q3 2023 | 10.4% |
| PAYPAL HLDGS INC | 20 | Q3 2023 | 13.5% |
| TRACTOR SUPPLY CO | 20 | Q3 2023 | 6.8% |
| BERKSHIRE HATHAWAY INC DEL | 20 | Q3 2023 | 5.4% |
| REALTY INCOME CORP | 20 | Q3 2023 | 2.3% |
| EXXON MOBIL CORP | 20 | Q3 2023 | 2.5% |
View Riverstone Advisors, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-01-30 |
| 13F-HR | 2023-11-09 |
| 13F-HR | 2023-08-03 |
| 13F-HR | 2023-05-02 |
| 13F-HR | 2023-01-31 |
| 13F-HR | 2022-10-27 |
| 13F-HR | 2022-07-26 |
| 13F-HR | 2022-04-29 |
| 13F-HR | 2022-01-26 |
| 13F-HR | 2021-11-04 |
View Riverstone Advisors, LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.