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CIK: 0001872501
Total reported value
$169.3M
$169.3M
31 檔
34.6%
According to the latest 13F quarterly dataset, RiverTree Advisors, LLC managed an equity portfolio of $169.3M at the end of Q2 2024, spanning 31 distinct U.S. exchange-listed positions.
During Q2 2024, RiverTree Advisors, LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | FTSM | First Trust Enh Short Mat Fd | ETF-Other | 11.73% | -2.27% | -2.61% | |
| 2 | LMBS | First Trust Low Duration Opp | ETF-Other | 7.56% | -0.60% | -1.14% | |
| 3 | FTCS | First Trust Capital Strength | ETF-Other | 7.18% | -0.24% | -3.06% | |
| 4 | JAAA | Janus Henderson Aaa Clo ETF | ETF-Other | 7.11% | -0.51% | -1.14% | |
| 5 | BUFR | Ft Vest Lad Buffervetf-usd I | ETF-Other | 6.49% | -0.05% | -2.96% | |
| 6 | FTGS | First Trust Grwth Strgth ETF | ETF-Other | 5.97% | +0.61% | -3.27% | |
| 7 | BUFQ | Ft Vst Lad Nsdq Buf Etf-usdi | ETF-Other | 5.90% | +0.04% | -1.57% | |
| 8 | COWZ | Pacer US Cash Cows 100 ETF | ETF-Other | 4.89% | +0.04% | -7.49% | |
| 9 | DIVO | Amplify Cwp Enhan Divid ETF | ETF-Other | 4.79% | -0.02% | +4.68% | |
| 10 | FTSL | First Trust Senior Loan ETF | ETF-Other | 3.93% | — | -1.13% | |
| 11 | SDVY | First Trust Smid Cap Rising | ETF-Other | 3.81% | +0.07% | -5.91% | |
| 12 | MINT | Pimco Enhanced Short Maturit | ETF-Other | 3.77% | -0.37% | -3.29% | |
| 13 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-Gov Bonds | 3.29% | -0.16% | -2.19% | |
| 14 | AMLP | Alerian Mlp ETF | ETF-Other | 2.69% | -0.55% | +2.37% | |
| 15 | FAPR | Ft Vest U.s. Equity Buffer E | ETF-Other | 2.63% | -0.02% | -6.18% | |
| 16 | FMAR | Ft Vest US Equity Buffer ETF | ETF-Other | 2.57% | +0.01% | -5.12% | |
| 17 | FTLS | First Trust Long/short Eqty | ETF-Other | 2.55% | -0.02% | -32.54% | |
| 18 | FTHI | Fthi/first Trust Exchange-tr | ETF-Other | 2.14% | +0.50% | -4.20% | |
| 19 | AIRR | First Trust Rba American Ind | ETF-Other | 1.97% | +0.02% | -18.07% | |
| 20 | QMAR | Ft Vest Nasdaq-100 Buffer Et | ETF-Tech | 1.91% | +0.01% | -30.23% | |
| 21 | FTQI | First Trust Nasdaq Buywrite | ETF-Tech | 1.88% | +0.32% | — | |
| 22 | FLOT | Ishares Floating Rate Bond E | ETF-Other | 1.32% | — | -1.50% | |
| 23 | BALT | Inn Defined Wealth Shield | ETF-Other | 1.29% | -0.15% | -3.11% | |
| 24 | BILS | Ss Spdrb B 3-12m T-bill ETF | ETF-Other | 0.54% | -0.16% | -14.38% | |
| 25 | TBIL | F/m US Treasury 3 Month Bill | ETF-Gov Bonds | 0.52% | — | — | |
| 26 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.42% | — | +0.78% | |
| 27 | PMAY | Innovator U.s. Equity Power | ETF-Other | 0.36% | -0.01% | — | |
| 28 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.30% | +0.01% | -0.73% | |
| 29 | ET | Energy Transfer LP | Stock-Energy | 0.19% | -0.01% | — | |
| 30 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 0.15% | — | +0.29% | |
| 31 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.14% | — | — |
According to official SEC Form 13F filings, RiverTree Advisors, LLC reported a total U.S. public equity portfolio value of $169.3M across 31 disclosed positions in Q2 2024.
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In terms of portfolio concentration, the top 5 core holdings (including FTSM, LMBS, FTCS) accounted for 34.6% of total reported equity market value during Q2 2024.
During Q2 2024, RiverTree Advisors, LLC's top holdings by market value included FTSM (11.7%)、LMBS (7.6%)、FTCS (7.2%). The largest single position, FTSM, represented 11.7% of total portfolio value.
In Q2 2024, RiverTree Advisors, LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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