Latest RiverTree Advisors, LLC Stock Portfolio
RiverTree Advisors, LLC Performance:
2025 Q1: -0.25%YTD: -0.25%2024: 0.84%
Performance for 2025 Q1 is -0.25%, and YTD is -0.25%, and 2024 is 0.84%.
About RiverTree Advisors, LLC and 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 $149.4 Millions as of 31 Mar, 2025.
The top stock holdings of RiverTree Advisors, LLC are FCVT, JAAA, FCVT. The fund has invested 7.5% of it's portfolio in FIRST TR EXCHANGE-TRADED FD and 7.1% of portfolio in JANUS DETROIT STR TR.
The fund managers got completely rid off FIRST TR MORNINGSTAR DIVID L (FDL), FIRST TR EXCHANGE-TRADED FD (ECLN) and FIRST TR S&P REIT INDEX FD (FRI) stocks. They significantly reduced their stock positions in COLUMBIA ETF TR I (DIAL), ISHARES TR (AAXJ) and FIRST TR EXCHNG TRADED FD VI (AFLG). RiverTree Advisors, LLC opened new stock positions in INVESCO EXCHANGE TRADED FD T (CSD), SIMPLIFY EXCHANGE TRADED FUN (AGGH) and FIRST TR EXCHANGE TRADED FD (AIRR). The fund showed a lot of confidence in some stocks as they added substantially to TIDAL TR II, SPDR S&P 500 ETF TR (SPY) and ISHARES TR (IJR).
The top stock holdings of RiverTree Advisors, LLC are FCVT, JAAA, FCVT. The fund has invested 7.5% of it's portfolio in FIRST TR EXCHANGE-TRADED FD and 7.1% of portfolio in JANUS DETROIT STR TR.
The fund managers got completely rid off FIRST TR MORNINGSTAR DIVID L (FDL), FIRST TR EXCHANGE-TRADED FD (ECLN) and FIRST TR S&P REIT INDEX FD (FRI) stocks. They significantly reduced their stock positions in COLUMBIA ETF TR I (DIAL), ISHARES TR (AAXJ) and FIRST TR EXCHNG TRADED FD VI (AFLG). RiverTree Advisors, LLC opened new stock positions in INVESCO EXCHANGE TRADED FD T (CSD), SIMPLIFY EXCHANGE TRADED FUN (AGGH) and FIRST TR EXCHANGE TRADED FD (AIRR). The fund showed a lot of confidence in some stocks as they added substantially to TIDAL TR II, SPDR S&P 500 ETF TR (SPY) and ISHARES TR (IJR).
RiverTree Advisors, LLC Annual Return Estimates Vs S&P 500
Our best estimate is that RiverTree Advisors, LLC made a return of -0.25% in the last quarter. In trailing 12 months, it's portfolio return was 0.09%.
New Buys
| Ticker | $ Bought |
|---|---|
| invesco exchange traded fd t | 3,395,470 |
| simplify exchange traded fun | 2,864,480 |
| first tr exchange traded fd | 2,606,020 |
| ishares tr | 2,057,930 |
| first tr exch traded fd iii | 2,028,330 |
| neos etf trust | 1,816,040 |
| eaton vance tax-managed glob | 1,556,960 |
| graniteshares etf tr | 1,307,070 |
New stocks bought by RiverTree Advisors, LLC
Additions
| Ticker | % Inc. |
|---|---|
| tidal tr ii | 341 |
| spdr s&p 500 etf tr | 164 |
| ishares tr | 13.47 |
| spdr ser tr | 11.12 |
| tidal tr ii | 8.64 |
| first tr exch traded fd iii | 8.2 |
| first tr exchange-traded fd | 6.07 |
| first tr exchange-traded fd | 3.24 |
Additions to existing portfolio by RiverTree Advisors, LLC
Reductions
| Ticker | % Reduced |
|---|---|
| columbia etf tr i | -81.2 |
| ishares tr | -80.19 |
| first tr exchng traded fd vi | -80.18 |
| invesco exchange traded fd t | -75.24 |
| ishares tr | -71.56 |
| spdr index shs fds | -52.52 |
| first tr exchange-traded fd | -35.47 |
| first tr exchng traded fd vi | -21.34 |
RiverTree Advisors, LLC reduced stake in above stock
Sold off
| Ticker | $ Sold |
|---|---|
| first tr exchange-traded fd | -1,956,040 |
| first tr morningstar divid l | -3,183,680 |
| first tr s&p reit index fd | -1,080,400 |
| proshares tr | -221,782 |
RiverTree Advisors, LLC got rid off the above stocks
Sector Distribution
RiverTree Advisors, LLC has about 93.6% of it's holdings in Others sector.
| Sector | % |
|---|---|
| Others | 93.6 |
| Healthcare | 4.8 |
| Utilities | 1.4 |
Market Cap. Distribution
RiverTree Advisors, LLC has about 0% of it's portfolio invested in the large-cap and mega-cap stocks.
| Category | % |
|---|---|
| UNALLOCATED | 93.6 |
| MICRO-CAP | 4.8 |
| SMALL-CAP | 1.4 |
Stocks belong to which Index?
About 6.2% of the stocks held by RiverTree Advisors, LLC either belong to S&P 500 or RUSSELL 2000 index.
| Index | % |
|---|---|
| Others | 93.8 |
| RUSSELL 2000 | 6.2 |
RiverTree Advisors, LLC Holdings Map
This heatmap illustrates the top 50 positions within the fund's portfolio.
Current Stock Holdings of RiverTree Advisors, LLC
RiverTree Advisors, LLC has 54 stocks in it's portfolio. About 53.3% of the portfolio is in top 10 stocks. IJR proved to be the most loss making stock for the portfolio. AMLX was the most profitable stock for RiverTree Advisors, LLC last quarter.
Last Reported on: 17 Apr, 2025| Ticker | Namesorted ascending | % Portfolio | Shares Held | $ Value | Type | % Change | Options | |
|---|---|---|---|---|---|---|---|---|
| AAXJ | ishares tr | 0.14 | 1,855 | 215,903 | reduced | -80.19 | ||
| ACES | alps etf tr | 3.20 | 92,109 | 4,784,140 | added | 0.89 | ||
| AFLG | first tr exchng traded fd vi | 5.45 | 274,311 | 8,144,290 | reduced | -11.67 | ||
| AFLG | first tr exchng traded fd vi | 1.62 | 57,938 | 2,428,590 | unchanged | 0.00 | ||
| AFLG | first tr exchng traded fd vi | 1.62 | 51,760 | 2,415,670 | unchanged | 0.00 | ||
| AFLG | first tr exchng traded fd vi | 0.90 | 31,860 | 1,344,490 | reduced | -15.11 | ||
| AFLG | first tr exchng traded fd vi | 0.65 | 34,361 | 972,073 | reduced | -21.34 | ||
| AFLG | first tr exchng traded fd vi | 0.24 | 14,697 | 363,751 | reduced | -80.18 | ||
| AFTY | pacer fds tr | 3.99 | 108,753 | 5,955,310 | reduced | -15.37 | ||
| AGGH | simplify exchange traded fun | 1.92 | 116,065 | 2,864,480 | new | |||
| AGNG | global x fds | 0.83 | 74,960 | 1,246,580 | new | |||
| AGZD | wisdomtree tr | 0.71 | 21,507 | 1,065,030 | new | |||
| AIRR | first tr exchange traded fd | 1.74 | 44,517 | 2,606,020 | new | |||
| AIRR | first tr exchange traded fd | 1.31 | 28,628 | 1,952,720 | reduced | -3.7 | ||
| AIRR | first tr exchange traded fd | 1.04 | 71,296 | 1,558,530 | reduced | -0.17 | ||
| AIRR | first tr exchange traded fd | 0.83 | 66,067 | 1,245,360 | new | |||
| AMLX | amplify etf tr | 4.73 | 173,453 | 7,071,680 | reduced | -0.06 | ||
| AMPS | ishares tr | 1.38 | 40,312 | 2,057,930 | new | |||
| BALT | innovator etfs trust | 0.67 | 31,866 | 999,955 | reduced | -1.66 | ||
| BAPR | innovator etfs trust | 0.37 | 15,545 | 556,511 | unchanged | 0.00 | ||