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CIK: 0001872501
Total reported value
$169.3M
$169.3M
34 檔
34.9%
In Q3 2024, RiverTree Advisors, LLC's U.S. equity holdings reached a combined market value of $169.3M, distributed across 34 disclosed stock positions.
In Q3 2024, RiverTree Advisors, LLC adopted a defensive or profit-taking posture, trimming 21 positions and completely liquidating 2 holdings to manage risk exposure.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | FTSM | First Trust Enh Short Mat Fd | ETF-Other | 11.65% | -2.27% | -0.34% | |
| 2 | LMBS | First Trust Low Duration Opp | ETF-Other | 7.72% | -0.60% | +0.08% | |
| 3 | JAAA | Janus Henderson Aaa Clo ETF | ETF-Other | 7.22% | -0.51% | +2.40% | |
| 4 | FTCS | First Trust Capital Strength | ETF-Other | 7.13% | -0.24% | -7.41% | |
| 5 | BUFR | Ft Vest Lad Buffervetf-usd I | ETF-Other | 6.39% | -0.05% | -4.04% | |
| 6 | FTGS | First Trust Grwth Strgth ETF | ETF-Other | 5.65% | +0.61% | -6.80% | |
| 7 | BUFQ | Ft Vst Lad Nsdq Buf Etf-usdi | ETF-Other | 5.45% | +0.04% | -9.20% | |
| 8 | DIVO | Amplify Cwp Enhan Divid ETF | ETF-Other | 4.84% | -0.02% | -4.43% | |
| 9 | COWZ | Pacer US Cash Cows 100 ETF | ETF-Other | 4.69% | +0.04% | -8.93% | |
| 10 | FTSL | First Trust Senior Loan ETF | ETF-Other | 4.00% | — | +2.15% | |
| 11 | SDVY | First Trust Smid Cap Rising | ETF-Other | 3.82% | +0.07% | -7.49% | |
| 12 | MINT | Pimco Enhanced Short Maturit | ETF-Other | 3.74% | -0.37% | -0.07% | |
| 13 | AMLP | Alerian Mlp ETF | ETF-Other | 2.95% | -0.55% | +12.58% | |
| 14 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-Gov Bonds | 2.94% | -0.16% | -9.79% | |
| 15 | FAPR | Ft Vest U.s. Equity Buffer E | ETF-Other | 2.56% | -0.02% | -5.29% | |
| 16 | FMAR | Ft Vest US Equity Buffer ETF | ETF-Other | 2.53% | +0.01% | -4.92% | |
| 17 | FTLS | First Trust Long/short Eqty | ETF-Other | 2.19% | -0.02% | -14.55% | |
| 18 | AIRR | First Trust Rba American Ind | ETF-Other | 2.03% | +0.02% | -5.03% | |
| 19 | FTHI | Fthi/first Trust Exchange-tr | ETF-Other | 1.89% | +0.50% | -13.08% | |
| 20 | QMAR | Ft Vest Nasdaq-100 Buffer Et | ETF-Tech | 1.84% | +0.01% | -4.76% | |
| 21 | FTQI | First Trust Nasdaq Buywrite | ETF-Tech | 1.73% | +0.32% | -7.89% | |
| 22 | FLOT | Ishares Floating Rate Bond E | ETF-Other | 1.31% | — | -0.35% | |
| 23 | BALT | Inn Defined Wealth Shield | ETF-Other | 1.26% | -0.15% | -3.74% | |
| 24 | TBIL | F/m US Treasury 3 Month Bill | ETF-Gov Bonds | 1.07% | — | +104.57% | |
| 25 | IOO | Ishares Global 100 ETF | ETF-Other | 0.83% | +0.01% | — | |
| 26 | BILS | Ss Spdrb B 3-12m T-bill ETF | ETF-Other | 0.54% | -0.16% | -0.29% | |
| 27 | EDIV | State Street Spdr S&p Emergi | ETF-Other | 0.48% | -0.03% | — | |
| 28 | PMAY | Innovator U.s. Equity Power | ETF-Other | 0.37% | -0.01% | — | |
| 29 | FDL | First Trust Morn Dvd Lead In | ETF-Other | 0.24% | — | — | |
| 30 | XLG | Invesco S&p 500 Top 50 ETF | ETF-Large Cap & Growth | 0.24% | — | — | |
| 31 | PAUG | Innovator U.s. Equity Power | ETF-Other | 0.23% | — | — | |
| 32 | ET | Energy Transfer LP | Stock-Energy | 0.19% | -0.01% | — | |
| 33 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.16% | — | — | |
| 34 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.15% | +0.01% | -53.49% |
According to official SEC Form 13F filings, RiverTree Advisors, LLC reported a total U.S. public equity portfolio value of $169.3M across 34 disclosed positions in Q3 2024.
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In terms of portfolio concentration, the top 5 core holdings (including FTSM, LMBS, JAAA) accounted for 34.9% of total reported equity market value during Q3 2024.
Top New Position Initiated
IOO
市值: $1.2M
Top Position Liquidated / Trimmed
QQQ
前期市值: $615.2K
During Q3 2024, RiverTree Advisors, LLC's top holdings by market value included FTSM (11.7%)、LMBS (7.7%)、JAAA (7.2%). The largest single position, FTSM, represented 11.7% of total portfolio value.
In Q3 2024, RiverTree Advisors, LLC made 33 total portfolio adjustments, initiating 5 new buys, adding to 5 positions, trimming 21 holdings, and fully liquidating 2 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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