Riverstone Advisors, LLC
RIA/Wealth
Riverstone Advisors, LLC is a RIA/Wealth led by Leslie Jean Lammers, reporting $390.2M in AUM as of Q3 2025 with 34% ETF concentration, 79% concentrated in top 10 holdings, and 28% allocation to IVV.
PresidentLeslie Jean Lammers
- Portfolio Value
- $203.9M
- Positions
- 62
- Top Holding
- IVV at 27.67%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in Riverstone Advisors, LLC's portfolio (79.1% of total portfolio)
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| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
ETF ETF | $56.4M | 27.67% | +$210.8K Bought | — 84.3K shares | |
Internet Content & Information Communication Services | $21.5M | 10.57% | -$141.5K Sold | 0.00% 88.6K shares | |
Specialty Retail Consumer Cyclical | $18.4M | 9.03% | +$12.5K Bought | 0.00% 83.8K shares | |
Residential Construction Consumer Cyclical | $13.7M | 6.73% | +$212.0K Bought | 0.10% 99.3K shares | |
Insurance - Diversified Financial Services | $11.4M | 5.60% | +$93.5K Bought | 0.00% 22.7K shares | |
Specialty Retail Consumer Cyclical | $10.0M | 4.92% | -$153.7K Sold | 0.03% 176.3K shares | |
Aerospace & Defense Industrials | $9.7M | 4.77% | +$170.5K Bought | 0.00% 58.2K shares | |
Medical - Diagnostics & Research Healthcare | $7.8M | 3.82% | -$341.6K Sold | 0.01% 39.3K shares | |
Semiconductors Technology | $6.3M | 3.11% | +$52.8K Bought | 0.00% 19.2K shares | |
ETF ETF | $6.0M | 2.93% | +$25.8K Bought | — 9.9K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in Riverstone Advisors, LLC's latest filing
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Market Value
Q/Q Change
Net Flows % of MV
Turnover Ratio
New Purchases
Added To
Sold Out Of
Reduced Holdings
Increased Positions
| Position | Shares Δ |
|---|---|
New | |
New | |
New | |
New | |
New |
Decreased Positions
| Position | Shares Δ |
|---|---|
Sold | |
Sold | |
-47.14% | |
-42.34% | |
-41.24% |
Analytics
Portfolio insights and performance metrics for Riverstone Advisors, LLC
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