River Tree Advisors, LLC has filed its 13F form on April 17, 2025 for Q1 2025 where it was disclosed a total value porftolio of $133 Million distributed in 55 stocks.

Among their holdings, we can observe that their the top five positions include companies like: First Tr Enhanced Traded Fd Iv with a value of $11.2M, Janus Detroit Str Tr Janus Hen with a value of $10.6M, First Tr ETF Fd Iv First Tr Lo with a value of $8.8M, First Trust Capital Strength E with a value of $8.19M, and First Tr Ex Td Viii Ft Cboe Ve with a value of $8.14M.

Examining the 13F form we can see an decrease of $10M in the current position value, from $143M to 133M.

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 $133 Million
ETFs: $126 Million
Financial Services: $1.82 Million
Communication Services: $987,000
Energy: $325,000

Stock Holdings Table ETFs Only

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

Summary

  • Portfolio
  • No. of Stocks 55
  • Current Value $133 Million
  • Prior Value $143 Million
  • Filing
  • Period Q1 2025
  • Filing Date April 17, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 13 stocks
  • Additional Purchases 10 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 26 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.