River Tree Advisors, LLC has filed its 13F form on November 03, 2025 for Q3 2025 where it was disclosed a total value porftolio of $120 Million distributed in 55 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Janus Detroit Str Tr Janus Hen with a value of $11.9M, First Trust Senior Ln Fund with a value of $8.45M, First Tr Enhanced Traded Fd Iv with a value of $7.37M, First Trust Capital Strength E with a value of $7.36M, and First Tr ETF Fd Iv First Tr Lo with a value of $7.18M.

Examining the 13F form we can see an increase of $1.16M in the current position value, from $119M to 120M.

River Tree Advisors, LLC is based out at Winter Park, FL

Below you can find more details about River Tree Advisors, LLC portfolio as well as his latest detailed transactions.

Portfolio value $120 Million
ETFs: $110 Million
Financial Services: $4.33 Million
Communication Services: $2.55 Million
Energy: $300,000

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 55
  • Current Value $120 Million
  • Prior Value $119 Million
  • Filing
  • Period Q3 2025
  • Filing Date November 03, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 8 stocks
  • Additional Purchases 16 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 25 stocks
Track This Portfolio

Track River Tree Advisors, LLC Portfolio

Follow River Tree Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of River Tree Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on River Tree Advisors, LLC with notifications on news.