Latest RiverTree Advisors, LLC Stock Portfolio
$148Million
Equity Portfolio Value
Last Reported on: 16 Apr, 2024
About RiverTree Advisors, LLC and it’s 13F Hedge Fund Stock Holdings
RiverTree Advisors, LLC is a hedge fund based in WINTER PARK, FL. On 15-Mar-2023, the fund reported that it had an AUM (Regulated Assets under Management) of $162.4 Millions. In it's latest 13F Holdings report, RiverTree Advisors, LLC reported an equity portfolio of $148.9 Millions as of 31 Mar, 2024.
The top stock holdings of RiverTree Advisors, LLC are FCVT, FCVT, BGLD. The fund has invested 11.8% of it's portfolio in FIRST TR EXCHANGE-TRADED FD and 7.6% of portfolio in FIRST TR EXCHANGE-TRADED FD.
The fund managers got completely rid off INNOVATOR ETFS TR (BALT), FIRST TR EXCHANGE-TRADED ALP (FMK) and CAPITOL SER TR (CWC) stocks. They significantly reduced their stock positions in SPDR SER TR (BIL), AMPLIFY ETF TR (AMLX) and ALPS ETF TR (ACES). RiverTree Advisors, LLC opened new stock positions in FIRST TR EXCHANGE-TRADED FD (AIRR) and BERKSHIRE HATHAWAY INC DEL. The fund showed a lot of confidence in some stocks as they added substantially to FIRST TR EXCH TRADED FD III (FCAL), FIRST TR EXCHANGE-TRADED FD (BGLD) and PACER FDS TR (AFTY).
The top stock holdings of RiverTree Advisors, LLC are FCVT, FCVT, BGLD. The fund has invested 11.8% of it's portfolio in FIRST TR EXCHANGE-TRADED FD and 7.6% of portfolio in FIRST TR EXCHANGE-TRADED FD.
The fund managers got completely rid off INNOVATOR ETFS TR (BALT), FIRST TR EXCHANGE-TRADED ALP (FMK) and CAPITOL SER TR (CWC) stocks. They significantly reduced their stock positions in SPDR SER TR (BIL), AMPLIFY ETF TR (AMLX) and ALPS ETF TR (ACES). RiverTree Advisors, LLC opened new stock positions in FIRST TR EXCHANGE-TRADED FD (AIRR) and BERKSHIRE HATHAWAY INC DEL. The fund showed a lot of confidence in some stocks as they added substantially to FIRST TR EXCH TRADED FD III (FCAL), FIRST TR EXCHANGE-TRADED FD (BGLD) and PACER FDS TR (AFTY).
New Buys
| Ticker | $ Bought |
|---|---|
| FIRST TR EXCHANGE-TRADED FD | 3,272,280 |
| BERKSHIRE HATHAWAY INC DEL | 210,260 |
New stocks bought by RiverTree Advisors, LLC
Additions
| Ticker | % Inc. |
|---|---|
| FIRST TR EXCH TRADED FD III | 29.57 |
| FIRST TR EXCHANGE-TRADED FD | 6.08 |
| PACER FDS TR | 4.79 |
| FIRST TR EXCHANGE-TRADED FD | 2.74 |
| FIRST TR EXCHANGE-TRADED FD | 2.13 |
| FIRST TR EXCHANGE-TRADED FD | 1.51 |
Additions to existing portfolio by RiverTree Advisors, LLC
Reductions
| Ticker | % Reduced |
|---|---|
| SPDR SER TR | -30.89 |
| AMPLIFY ETF TR | -28.28 |
| ALPS ETF TR | -25.78 |
| FIRST TR EXCHNG TRADED FD VI | -19.07 |
| INVESCO QQQ TR | -8.67 |
| FIRST TR EXCHNG TRADED FD VI | -8.35 |
| FIRST TR EXCHANGE-TRADED FD | -5.94 |
| FIRST TR EXCHNG TRADED FD VI | -3.91 |
RiverTree Advisors, LLC reduced stake in above stock
Sold off
| Ticker | $ Sold |
|---|---|
| INNOVATOR ETFS TR | -1,191,620 |
| CAPITOL SER TR | -402,695 |
| FIRST TR EXCHANGE-TRADED ALP | -1,064,780 |
RiverTree Advisors, LLC got rid off the above stocks
Current Stock Holdings of RiverTree Advisors, LLC
Last Reported on: 16 Apr, 2024| Ticker | Namesorted ascending | % Portfolio | Shares Held | $ Value | Type | % Change | Options |
|---|---|---|---|---|---|---|---|
| ACES | ALPS ETF TR | 2.55 | 80,096 | 3,801,360 | REDUCED | -25.78 | |
| AFLG | FIRST TR EXCHNG TRADED FD VI | 6.35 | 338,462 | 9,463,400 | REDUCED | -19.07 | |
| AFLG | FIRST TR EXCHNG TRADED FD VI | 2.58 | 97,789 | 3,837,240 | REDUCED | -3.86 | |
| AFLG | FIRST TR EXCHNG TRADED FD VI | 2.54 | 142,892 | 3,786,640 | REDUCED | -3.54 | |
| AFTY | PACER FDS TR | 5.54 | 141,939 | 8,248,080 | ADDED | 4.79 | |
| AIRR | FIRST TR EXCHANGE-TRADED FD | 2.33 | 51,516 | 3,468,570 | REDUCED | -5.94 | |
| AIRR | FIRST TR EXCHANGE-TRADED FD | 2.20 | 145,629 | 3,272,280 | NEW | ||
| AMLX | AMPLIFY ETF TR | 4.52 | 173,044 | 6,727,950 | REDUCED | -28.28 | |
| AMPS | ISHARES TR | 1.32 | 38,412 | 1,961,320 | REDUCED | -1.18 | |
| BALT | INNOVATOR ETFS TRUST | 1.27 | 64,710 | 1,893,420 | REDUCED | -3.15 | |
| BALT | INNOVATOR ETFS TR | 0.00 | 0.00 | 0.00 | SOLD OFF | -100 | |
| BGLD | FIRST TR EXCHANGE-TRADED FD | 7.42 | 128,935 | 11,043,300 | ADDED | 6.08 | |
| BGLD | FIRST TR EXCHANGE-TRADED FD | 6.10 | 296,005 | 9,090,310 | ADDED | 2.13 | |
| BIL | SPDR SER TR | 3.30 | 53,554 | 4,916,260 | REDUCED | -1.68 | |
| BIL | SPDR SER TR | 0.62 | 9,364 | 930,969 | REDUCED | -30.89 | |
| BOND | PIMCO ETF TR | 3.82 | 56,628 | 5,693,380 | REDUCED | -0.89 | |
| BUFD | FIRST TR EXCHNG TRADED FD VI | 5.64 | 296,500 | 8,399,840 | REDUCED | -8.35 | |
| BUFD | FIRST TR EXCHNG TRADED FD VI | 2.57 | 104,992 | 3,825,400 | REDUCED | -3.91 | |
| CSD | INVESCO EXCHANGE TRADED FD T | 0.16 | 1,364 | 231,021 | UNCHANGED | 0.00 | |
| CWC | CAPITOL SER TR | 0.00 | 0.00 | 0.00 | SOLD OFF | -100 | |
| ECLN | FIRST TR EXCHANGE-TRADED FD | 3.94 | 127,153 | 5,875,740 | REDUCED | -0.37 | |
| ET | ENERGY TRANSFER L P | 0.18 | 17,500 | 275,275 | UNCHANGED | 0.00 | |
| FCAL | FIRST TR EXCH TRADED FD III | 3.66 | 88,420 | 5,451,980 | ADDED | 29.57 | |
| FCVT | FIRST TR EXCHANGE-TRADED FD | 11.83 | 295,568 | 17,621,800 | ADDED | 1.51 | |
| FCVT | FIRST TR EXCHANGE-TRADED FD | 7.55 | 232,924 | 11,238,600 | REDUCED | -1.06 | |
| FMK | FIRST TR EXCHANGE-TRADED ALP | 0.00 | 0.00 | 0.00 | SOLD OFF | -100 | |
| JAAA | JANUS DETROIT STR TR | 7.04 | 206,724 | 10,489,200 | REDUCED | -0.25 | |
| LEGR | FIRST TR EXCHANGE-TRADED FD | 4.16 | 177,716 | 6,188,070 | ADDED | 2.74 | |
| QQQ | INVESCO QQQ TR | 0.38 | 1,274 | 565,669 | REDUCED | -8.67 | |
| SPY | SPDR S&P 500 ETF TR | 0.29 | 823 | 430,487 | UNCHANGED | 0.00 | |
| BERKSHIRE HATHAWAY INC DEL | 0.14 | 500 | 210,260 | NEW |