River Tree Advisors, LLC Portfolio Holdings

River Tree Advisors, LLC has filed its 13F form on January 16, 2025 for Q4 2024 where it was disclosed a total value porftolio of $143 Million distributed in 46 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 $13.1M, First Tr ETF Fd Iv First Tr Lo with a value of $11M, Janus Detroit Str Tr Janus Hen with a value of $10.6M, First Tr Ex Td Viii Ft Cboe Ve with a value of $9.46M, and First Trust Capital Strength E with a value of $8.06M.

Examining the 13F form we can see an increase of $4.97M in the current position value, from $138M to 143M.

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.