Latest RiverTree Advisors, LLC Stock Portfolio

RiverTree Advisors, LLC Performance:

2025 Q4: 0.29%YTD: 3.37%2024: 7.55%

Performance for 2025 Q4 is 0.29%, and YTD is 3.37%, and 2024 is 7.55%.

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 $156.8 Millions as of 31 Dec, 2025.

The top stock holdings of RiverTree Advisors, LLC are JAAA, FCVT, FCVT. The fund has invested 7.8% of it's portfolio in JANUS DETROIT STR TR and 5.5% of portfolio in FIRST TR EXCHANGE-TRADED FD.

The fund managers got completely rid off FIRST TR EXCHANGE-TRADED ALP (FEX), NEOS ETF TRUST (KOCG) and ISHARES TR (IBCE) stocks. They significantly reduced their stock positions in GRANITESHARES ETF TR (COMB), FIRST TR EXCHANGE-TRADED ALP (FTC) and FIRST TR EXCHANGE-TRADED FD (ECLN). RiverTree Advisors, LLC opened new stock positions in NEOS ETF TRUST (KOCG), INVESCO EXCHANGE TRADED FD T (CSD) and FIDELITY COMWLTH TR (ONEQ). The fund showed a lot of confidence in some stocks as they added substantially to ISHARES TR (AAXJ), INNOVATOR ETFS TRUST (BALT) and FIRST TR EXCHANGE TRADED FD (AIRR).

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

Our best estimate is that RiverTree Advisors, LLC made a return of 0.29% in the last quarter. In trailing 12 months, it's portfolio return was 3.37%.

Performance
S&P 500

New Buys

Ticker	$ Bought
neos etf trust	1,735,630
invesco exchange traded fd t	1,507,400
fidelity comwlth tr	1,475,650
invesco exchange traded fd t	1,292,840
ishares tr	795,593
pimco etf tr	761,180
invesco exch traded fd tr ii	733,581
first tr exchange-traded fd	694,083

New stocks bought by RiverTree Advisors, LLC

Additions

Ticker	% Inc.
ishares tr	77.69
innovator etfs trust	62.58
first tr exchange traded fd	52.87
first tr exchange-traded fd	18.43
first tr exchange-traded fd	17.23
first tr exchange-traded fd	10.71
tidal trust ii	6.93
janus detroit str tr	3.05

Additions to existing portfolio by RiverTree Advisors, LLC

Reductions

Ticker	% Reduced
graniteshares etf tr	-79.47
first tr exchange-traded alp	-70.7
first tr exchange-traded fd	-55.58
ishares tr	-54.85
spdr index shs fds	-54.39
spdr series trust	-42.84
pimco etf tr	-29.13
simplify exchange traded fun	-25.55

RiverTree Advisors, LLC reduced stake in above stock

Sold off

Ticker	$ Sold
neos etf trust	-1,259,470
first tr exchange-traded alp	-1,394,960
rbb fd inc	-400,300
ishares tr	-716,265
invesco qqq tr	-213,732

RiverTree Advisors, LLC got rid off the above stocks

Sector Distribution

RiverTree Advisors, LLC has about 95% of it's holdings in Others sector.

Sector	%
Others	95
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	95
MICRO-CAP	4.2

Stocks belong to which Index?

About 4.7% of the stocks held by RiverTree Advisors, LLC either belong to S&P 500 or RUSSELL 2000 index.

Index	%
Others	95.2
RUSSELL 2000	4.7

Top 5 Winners (%)		%
IJR	ishares tr	5.5 %
AFTY	pacer fds tr	4.7 %
BGLD	first tr exchange-traded fd	4.4 %
AFLG	first tr exchng traded fd vi	3.0 %
BUFD	first tr exchng traded fd vi	2.9 %

Top 5 Winners ($)		$
BUFD	first tr exchng traded fd vi	0.2 M
AFTY	pacer fds tr	0.2 M
AFLG	first tr exchng traded fd vi	0.2 M
BGLD	first tr exchange-traded fd	0.1 M
	eaton vance tax-managed glob	0.1 M

Top 5 Losers (%)		%
	tidal trust ii	-9.1 %
ET	energy transfer l p	-3.9 %
ECLN	first tr exchange-traded fd	-3.2 %
AGGH	simplify exchange traded fun	-2.4 %
BGLD	first tr exchange-traded fd	-1.5 %

Top 5 Losers ($)		$
	tidal trust ii	-0.1 M
AGGH	simplify exchange traded fun	-0.1 M
BGLD	first tr exchange-traded fd	-0.1 M
BGLD	first tr exchange-traded fd	-0.1 M
ECLN	first tr exchange-traded fd	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 61 stocks in it's portfolio. About 50% of the portfolio is in top 10 stocks. proved to be the most loss making stock for the portfolio. BUFD was the most profitable stock for RiverTree Advisors, LLC last quarter.

Last Reported on: 15 Jan, 2026

Ticker	Namesorted ascending	% Portfolio	Shares Held	$ Value	Type	% Change
AAXJ	ishares tr	0.53	5,839	826,160	added	77.69

ACES	alps etf tr	1.41	47,128	2,215,960	reduced	-17.35

AFLG	first tr exchng traded fd vi	4.31	197,473	6,765,420	added	0.77

AFLG	first tr exchng traded fd vi	0.87	28,858	1,369,740	reduced	-0.46

AFLG	first tr exchng traded fd vi	0.56	26,545	876,025	reduced	-0.45

AFLG	first tr exchng traded fd vi	0.14	5,220	226,626	unchanged	0.00

AFTY	pacer fds tr	2.50	65,237	3,925,310	unchanged	0.00

AGGH	simplify exchange traded fun	4.76	315,004	7,467,170	added	2.61

AGGH	simplify exchange traded fun	1.84	129,536	2,884,770	reduced	-25.55

AIRR	first tr exchange traded fd	2.95	195,631	4,620,800	reduced	-1.22

AIRR	first tr exchange traded fd	1.78	133,992	2,789,710	added	0.52

AIRR	first tr exchange traded fd	1.19	18,922	1,860,410	added	52.87

AIRR	first tr exchange traded fd	0.13	2,896	201,185	new

AMLX	amplify etf tr	4.20	148,123	6,591,470	reduced	-0.24

AMPS	ishares tr	0.45	13,889	706,395	reduced	-54.85

BALT	innovator etfs trust	1.02	47,864	1,603,920	added	62.58

BAPR	innovator etfs trust	0.39	15,545	615,427	unchanged	0.00

BAPR	innovator etfs trust	0.25	8,911	385,401	unchanged	0.00

BGLD	first tr exchange-traded fd	4.64	78,611	7,272,430	reduced	-0.02

BGLD	first tr exchange-traded fd	3.25	144,257	5,099,600	added	2.35