Latest RiverTree Advisors, LLC Stock Portfolio
RiverTree Advisors, LLC Performance:
2025 Q3: 0.28%YTD: 65.28%2024: -0.56%
Performance for 2025 Q3 is 0.28%, and YTD is 65.28%, and 2024 is -0.56%.
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 $156 Millions as of 30 Sep, 2025.
The top stock holdings of RiverTree Advisors, LLC are JAAA, ECLN, FCVT. The fund has invested 7.7% of it's portfolio in JANUS DETROIT STR TR and 5.4% of portfolio in FIRST TR EXCHANGE-TRADED FD.
The fund managers got completely rid off FIRST TR EXCHANGE-TRADED FD (FDL), TIDAL TR II and FIRST TR EXCHANGE TRADED FD (CARZ) stocks. They significantly reduced their stock positions in GRANITESHARES ETF TR (COMB), ALPS ETF TR (ACES) and FIRST TR EXCHANGE-TRADED FD (FCVT). RiverTree Advisors, LLC opened new stock positions in SIMPLIFY EXCHANGE TRADED FUN (AGGH), FIRST TR EXCHANGE-TRADED FD (ECLN) and INVESCO EXCH TRADED FD TR II (CGW). The fund showed a lot of confidence in some stocks as they added substantially to SPDR INDEX SHS FDS (CWI), COLUMBIA ETF TR I (DIAL) and PIMCO ETF TR (BOND).
The top stock holdings of RiverTree Advisors, LLC are JAAA, ECLN, FCVT. The fund has invested 7.7% of it's portfolio in JANUS DETROIT STR TR and 5.4% of portfolio in FIRST TR EXCHANGE-TRADED FD.
The fund managers got completely rid off FIRST TR EXCHANGE-TRADED FD (FDL), TIDAL TR II and FIRST TR EXCHANGE TRADED FD (CARZ) stocks. They significantly reduced their stock positions in GRANITESHARES ETF TR (COMB), ALPS ETF TR (ACES) and FIRST TR EXCHANGE-TRADED FD (FCVT). RiverTree Advisors, LLC opened new stock positions in SIMPLIFY EXCHANGE TRADED FUN (AGGH), FIRST TR EXCHANGE-TRADED FD (ECLN) and INVESCO EXCH TRADED FD TR II (CGW). The fund showed a lot of confidence in some stocks as they added substantially to SPDR INDEX SHS FDS (CWI), COLUMBIA ETF TR I (DIAL) and PIMCO ETF TR (BOND).
RiverTree Advisors, LLC Annual Return Estimates Vs S&P 500
Our best estimate is that RiverTree Advisors, LLC made a return of 0.28% in the last quarter. In trailing 12 months, it's portfolio return was 65.25%.
New Buys
| Ticker | $ Bought |
|---|---|
| simplify exchange traded fun | 3,985,860 |
| first tr exchange-traded fd | 1,561,020 |
| invesco exch traded fd tr ii | 1,336,710 |
| neos etf trust | 1,259,470 |
| tidal trust ii | 1,249,600 |
| first tr exchange-traded fd | 673,632 |
| rbb fd inc | 400,300 |
| invesco qqq tr | 213,732 |
New stocks bought by RiverTree Advisors, LLC
Additions
| Ticker | % Inc. |
|---|---|
| spdr index shs fds | 376 |
| columbia etf tr i | 75.73 |
| pimco etf tr | 73.55 |
| ishares tr | 73.31 |
| first tr exchange-traded fd | 60.3 |
| neos etf trust | 55.65 |
| first tr exchange-traded fd | 39.6 |
| first tr exchange-traded fd | 21.12 |
Additions to existing portfolio by RiverTree Advisors, LLC
Reductions
| Ticker | % Reduced |
|---|---|
| graniteshares etf tr | -54.21 |
| alps etf tr | -32.85 |
| first tr exchange-traded fd | -28.86 |
| ishares tr | -18.57 |
| first tr exchange-traded alp | -18.43 |
| first tr exchange-traded alp | -11.65 |
| first tr exchange-traded fd | -10.77 |
| first tr exch traded fd iii | -9.48 |
RiverTree Advisors, LLC reduced stake in above stock
Sold off
| Ticker | $ Sold |
|---|---|
| tidal tr ii | -1,980,470 |
| first tr exchange-traded fd | -2,387,760 |
| first tr exchange traded fd | -1,497,020 |
| first tr exchange traded fd | -1,412,600 |
| proshares tr | -592,383 |
| ubs ag | -600,651 |
| first tr exchng traded fd vi | -216,518 |
RiverTree Advisors, LLC got rid off the above stocks
Sector Distribution
RiverTree Advisors, LLC has about 94.4% of it's holdings in Others sector.
| Sector | % |
|---|---|
| Others | 94.4 |
| Healthcare | 4.2 |
Market Cap. Distribution
RiverTree Advisors, LLC has about 0% of it's portfolio invested in the large-cap and mega-cap stocks.
| Category | % |
|---|---|
| UNALLOCATED | 94.4 |
| MICRO-CAP | 4.2 |
Stocks belong to which Index?
About 5.2% of the stocks held by RiverTree Advisors, LLC either belong to S&P 500 or RUSSELL 2000 index.
| Index | % |
|---|---|
| Others | 94.6 |
| RUSSELL 2000 | 5.2 |
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 55 stocks in it's portfolio. About 48.3% of the portfolio is in top 10 stocks. ET 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: 04 Nov, 2025| Ticker | Namesorted ascending | % Portfolio | Shares Held | $ Value | Type | % Change | Options | |
|---|---|---|---|---|---|---|---|---|
| AAXJ | ishares tr | 0.29 | 3,286 | 454,257 | added | 73.31 | ||
| ACES | alps etf tr | 1.72 | 57,019 | 2,675,900 | reduced | -32.85 | ||
| AFLG | first tr exchng traded fd vi | 4.20 | 195,959 | 6,548,950 | reduced | -2.6 | ||
| AFLG | first tr exchng traded fd vi | 0.86 | 28,992 | 1,344,940 | reduced | -4.54 | ||
| AFLG | first tr exchng traded fd vi | 0.55 | 26,666 | 858,123 | reduced | -3.52 | ||
| AFLG | first tr exchng traded fd vi | 0.14 | 5,220 | 219,996 | unchanged | 0.00 | ||
| AFLG | first tr exchng traded fd vi | 0.00 | 0.00 | 0.00 | sold off | -100 | ||
| AFTY | pacer fds tr | 2.40 | 65,237 | 3,749,170 | reduced | -3.83 | ||
| AGGH | simplify exchange traded fun | 4.69 | 307,001 | 7,321,970 | added | 0.01 | ||
| AGGH | simplify exchange traded fun | 2.56 | 173,979 | 3,985,860 | new | |||
| AIRR | first tr exchange traded fd | 3.01 | 198,053 | 4,695,840 | reduced | -1.49 | ||
| AIRR | first tr exchange traded fd | 1.76 | 133,296 | 2,745,900 | reduced | -3.82 | ||
| AIRR | first tr exchange traded fd | 0.77 | 12,378 | 1,196,700 | reduced | -8.97 | ||
| AIRR | first tr exchange traded fd | 0.00 | 0.00 | 0.00 | sold off | -100 | ||
| AMLX | amplify etf tr | 4.24 | 148,475 | 6,617,530 | reduced | -0.32 | ||
| AMPS | ishares tr | 1.01 | 30,761 | 1,571,430 | reduced | -9.29 | ||
| BALT | innovator etfs trust | 0.62 | 29,441 | 966,254 | reduced | -4.68 | ||
| BAPR | innovator etfs trust | 0.39 | 15,545 | 604,623 | unchanged | 0.00 | ||
| BAPR | innovator etfs trust | 0.24 | 8,911 | 378,450 | unchanged | 0.00 | ||
| BGLD | first tr exchange-traded fd | 4.72 | 78,630 | 7,362,910 | reduced | -0.25 | ||