River Tree Advisors, LLC Portfolio Holdings by Sector
River Tree Advisors, LLC
- $143 Million
- Q4 2024
| Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
|---|---|---|---|---|---|---|
|
ETFs | ETFs
FTSM LMBS JAAA BUFR FTCS COWZ BUFQ DIVO 34 stocks |
$135,135
98.92% of portfolio
|
18
|
13
|
9
|
- |
0
Calls
0
Puts
|
|
Communication Services | Communication Services
IGLD 1 stocks |
$906
0.66% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Oil & Gas Midstream | Energy
ET 1 stocks |
$342
0.25% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Insurance—Diversified | Financial Services
BRK-B 1 stocks |
$226
0.17% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|