Latest RiverTree Advisors, LLC Stock Portfolio

RiverTree Advisors, LLC Performance:

2025 Q2: 63.98%YTD: 63.57%2024: 0.84%

Performance for 2025 Q2 is 63.98%, and YTD is 63.57%, 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 $148.9 Millions as of 30 Jun, 2025.

The top stock holdings of RiverTree Advisors, LLC are JAAA, FCVT, ECLN. The fund has invested 7.9% of it's portfolio in JANUS DETROIT STR TR and 7% of portfolio in FIRST TR EXCHANGE-TRADED FD.

The fund managers got completely rid off INVESCO EXCHANGE TRADED FD T (CSD), ISHARES TR (IJR) and FIRST TR EXCHANGE TRADED FD (AIRR) stocks. They significantly reduced their stock positions in SPDR S&P 500 ETF TR (SPY), SPDR SERIES TRUST (BIL) and FIRST TR EXCHANGE TRADED FD (AIRR). RiverTree Advisors, LLC opened new stock positions in FIRST TR EXCHANGE-TRADED FD (ECLN), FIRST TR EXCHANGE-TRADED ALP (FTC) and FIRST TR EXCHANGE-TRADED FD (FDL). The fund showed a lot of confidence in some stocks as they added substantially to GRANITESHARES ETF TR (COMB), FIRST TR EXCHANGE TRADED FD (AIRR) and NEOS ETF TRUST (KOCG).

RiverTree Advisors, LLC Annual Return Estimates Vs S&P 500

Our best estimate is that RiverTree Advisors, LLC made a return of 63.98% in the last quarter. In trailing 12 months, it's portfolio return was 64.06%.

New Buys

Ticker	$ Bought
first tr exchange-traded fd	2,623,060
first tr exchange-traded alp	2,447,530
first tr exchange-traded fd	2,387,760
first tr exchange-traded alp	1,609,700
first tr exchange traded fd	1,497,020
first tr exchange traded fd	1,412,600
ishares tr	824,298
proshares tr	592,383

New stocks bought by RiverTree Advisors, LLC

Additions

Ticker	% Inc.
graniteshares etf tr	223
first tr exchange traded fd	181
neos etf trust	172
simplify exchange traded fun	164
tidal tr ii	152
eaton vance tax-managed glob	122
ubs ag	119
first tr exchange traded fd	109

Additions to existing portfolio by RiverTree Advisors, LLC

Reductions

Ticker	% Reduced
spdr s&p 500 etf tr	-62.19
spdr series trust	-60.19
first tr exchange traded fd	-52.5
spdr index shs fds	-43.00
first tr exchange-traded fd	-42.29
first tr exchng traded fd vi	-40.81
pacer fds tr	-37.63
first tr exchange-traded fd	-34.08

RiverTree Advisors, LLC reduced stake in above stock

Sold off

Ticker	$ Sold
invesco exchange traded fd t	-3,395,470
global x fds	-1,246,580
first tr exchng traded fd vi	-2,428,590
first tr exch traded fd iii	-984,688
first tr exchng traded fd vi	-2,415,670
first tr exchange traded fd	-2,606,020
tidal tr ii	-361,276
wisdomtree tr	-1,065,030

RiverTree Advisors, LLC got rid off the above stocks

Sector Distribution

RiverTree Advisors, LLC has about 94.2% of it's holdings in Others sector.

Sector	%
Others	94.2
Healthcare	4.3
Utilities	1.2

Market Cap. Distribution

RiverTree Advisors, LLC has about 0% of it's portfolio invested in the large-cap and mega-cap stocks.

Category	%
UNALLOCATED	94.2
MICRO-CAP	4.3
SMALL-CAP	1.2

Stocks belong to which Index?

About 5.4% of the stocks held by RiverTree Advisors, LLC either belong to S&P 500 or RUSSELL 2000 index.

Index	%
Others	94.4
RUSSELL 2000	5.4

Top 5 Winners (%)		%
AMPS	ishares tr	4008.4 %
JPM	jpmorgan chase & co.	11.2 %
AMLX	amplify etf tr	10.1 %
IJR	ishares tr	7.7 %
SPY	spdr s&p 500 etf tr	6.2 %

Top 5 Winners ($)		$
AMPS	ishares tr	82.5 M
AMLX	amplify etf tr	0.7 M
SPY	spdr s&p 500 etf tr	0.0 M
IJR	ishares tr	0.0 M
JPM	jpmorgan chase & co.	0.0 M

Top 5 Losers (%)		%
ET	energy transfer l p	-2.5 %

Top 5 Losers ($)		$
ET	energy transfer l p	0.0 M

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 49.8% of the portfolio is in top 10 stocks. ET proved to be the most loss making stock for the portfolio. AMPS was the most profitable stock for RiverTree Advisors, LLC last quarter.

Last Reported on: 23 Jul, 2025

	Ticker	Namesorted descending	% Portfolio	Shares Held	$ Value	Type	% Change
	JAAA	janus detroit str tr	7.90	231,880	11,767,900	added	10.97
Historical Trend of JANUS DETROIT STR TR Position Held By RiverTree Advisors, LLC What % of Portfolio is JAAA?: Number of JAAA shares held: Change in No. of Shares Held:
	FCVT	first tr exchange-traded fd	6.95	172,806	10,345,900	reduced	-7.49

	ECLN	first tr exchange-traded fd	5.64	183,035	8,399,480	added	35.24

	AGGH	simplify exchange traded fun	4.87	306,979	7,256,980	added	164

	BGLD	first tr exchange-traded fd	4.81	78,824	7,164,310	reduced	-13.69

	AFLG	first tr exchng traded fd vi	4.30	201,180	6,397,520	reduced	-26.66

	AMLX	amplify etf tr	4.26	148,948	6,337,740	reduced	-14.13

	BUFD	first tr exchng traded fd vi	4.17	186,894	6,204,880	reduced	-16.87

	KOCG	neos etf trust	3.49	103,203	5,193,180	added	172

	FCVT	first tr exchange-traded fd	3.42	103,255	5,086,340	reduced	-42.29

	BGLD	first tr exchange-traded fd	3.25	141,617	4,841,880	reduced	-34.08

	AIRR	first tr exchange traded fd	3.08	201,047	4,593,920	added	181

	ACES	alps etf tr	2.79	84,915	4,148,950	reduced	-7.81

	COMB	graniteshares etf tr	2.70	332,836	4,028,980	added	223

	ECLN	first tr exch traded fd iii	2.58	187,158	3,838,610	added	84.27

	AFTY	pacer fds tr	2.51	67,833	3,737,600	reduced	-37.63

		eaton vance tax-managed glob	2.44	420,140	3,634,210	added	122

	BOND	pimco etf tr	2.12	31,371	3,153,880	reduced	-8.41

	AIRR	first tr exchange traded fd	1.82	138,589	2,710,800	added	109

	KOCG	neos etf trust	1.79	51,390	2,672,790	added	98.65