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CIK: 0001872501
Total reported value
$169.3M
$169.3M
46 檔
30.8%
According to the latest 13F quarterly dataset, RiverTree Advisors, LLC managed an equity portfolio of $169.3M at the end of Q4 2024, spanning 46 distinct U.S. exchange-listed positions.
In Q4 2024, RiverTree Advisors, LLC displayed an active expansion posture, initiating 14 new positions and adding to 9 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | FTSM | First Trust Enh Short Mat Fd | ETF-Other | 8.59% | -2.27% | -23.73% | |
| 2 | LMBS | First Trust Low Duration Opp | ETF-Other | 7.24% | -0.60% | -1.74% | |
| 3 | JAAA | Janus Henderson Aaa Clo ETF | ETF-Other | 6.94% | -0.51% | -0.39% | |
| 4 | BUFR | Ft Vest Lad Buffervetf-usd I | ETF-Other | 6.22% | -0.05% | -1.47% | |
| 5 | FTCS | First Trust Capital Strength | ETF-Other | 5.29% | -0.24% | -20.72% | |
| 6 | FTGS | First Trust Grwth Strgth ETF | ETF-Other | 5.21% | +0.61% | -5.40% | |
| 7 | COWZ | Pacer US Cash Cows 100 ETF | ETF-Other | 4.77% | +0.04% | +7.45% | |
| 8 | BUFQ | Ft Vst Lad Nsdq Buf Etf-usdi | ETF-Other | 4.70% | +0.04% | -14.01% | |
| 9 | DIVO | Amplify Cwp Enhan Divid ETF | ETF-Other | 4.62% | -0.02% | +0.26% | |
| 10 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-Gov Bonds | 4.23% | -0.16% | +48.90% | |
| 11 | FTSL | First Trust Senior Loan ETF | ETF-Other | 3.88% | — | -0.64% | |
| 12 | SDVY | First Trust Smid Cap Rising | ETF-Other | 3.74% | +0.07% | +2.73% | |
| 13 | AMLP | Alerian Mlp ETF | ETF-Other | 2.89% | -0.55% | -1.10% | |
| 14 | XLG | Invesco S&p 500 Top 50 ETF | ETF-Large Cap & Growth | 2.75% | — | +1049.27% | |
| 15 | MINT | Pimco Enhanced Short Maturit | ETF-Other | 2.26% | -0.37% | -37.34% | |
| 16 | FDL | First Trust Morn Dvd Lead In | ETF-Other | 2.09% | — | +855.16% | |
| 17 | IWF | Ishares Russell 1000 Growth | ETF-Other | 2.05% | — | — | |
| 18 | DNOV | Ft Vest US Equity Deep Buffe | ETF-Other | 1.63% | — | — | |
| 19 | FNOV | Ft Vest US Equity Buffer ETF | ETF-Other | 1.63% | — | — | |
| 20 | AIRR | First Trust Rba American Ind | ETF-Other | 1.50% | +0.02% | -25.83% | |
| 21 | FSIG | Ft LTD Duration Inv Grade | ETF-Other | 1.29% | — | — | |
| 22 | HYLS | Ft Tactical High Yield ETF | ETF-High Yield | 1.28% | -0.15% | — | |
| 23 | UCON | First Trust Smith Unconstrai | ETF-Other | 1.20% | +0.39% | — | |
| 24 | FTHI | Fthi/first Trust Exchange-tr | ETF-Other | 1.09% | +0.50% | -41.10% | |
| 25 | FAPR | Ft Vest U.s. Equity Buffer E | ETF-Other | 1.07% | -0.02% | -57.55% | |
| 26 | FMAR | Ft Vest US Equity Buffer ETF | ETF-Other | 1.07% | +0.01% | -57.46% | |
| 27 | RECS | Columbia Resear Enh Cor ETF | ETF-Other | 1.05% | +0.02% | — | |
| 28 | IOO | Ishares Global 100 ETF | ETF-Other | 1.05% | +0.01% | +28.42% | |
| 29 | FTLS | First Trust Long/short Eqty | ETF-Other | 0.88% | -0.02% | -60.22% | |
| 30 | QMAR | Ft Vest Nasdaq-100 Buffer Et | ETF-Tech | 0.85% | +0.01% | -53.99% | |
| 31 | EDIV | State Street Spdr S&p Emergi | ETF-Other | 0.81% | -0.03% | +85.49% | |
| 32 | ACWI | Ishares Msci Acwi ETF | ETF-Other | 0.72% | +0.73% | — | |
| 33 | FRI | First Trust S&p Reit Index F | ETF-Large Cap & Growth | 0.71% | — | — | |
| 34 | BALT | Inn Defined Wealth Shield | ETF-Other | 0.67% | -0.15% | -46.30% | |
| 35 | FPE | Ft-preferred Secur & Inc ETF | ETF-Other | 0.60% | — | — | |
| 36 | IGLD | Ft Vest Gold Strategy Target | ETF-Commodities | 0.60% | -1.60% | — | |
| 37 | TBIL | F/m US Treasury 3 Month Bill | ETF-Gov Bonds | 0.59% | — | -42.55% | |
| 38 | BILS | Ss Spdrb B 3-12m T-bill ETF | ETF-Other | 0.56% | -0.16% | +6.84% | |
| 39 | PMAY | Innovator U.s. Equity Power | ETF-Other | 0.37% | -0.01% | — | |
| 40 | YMAG | Yieldmax Mgnf 7 Fu Op In ETF | ETF-Other | 0.28% | -0.76% | EXIT | |
| 41 | PAUG | Innovator U.s. Equity Power | ETF-Other | 0.23% | — | — | |
| 42 | ET | Energy Transfer LP | Stock-Energy | 0.23% | -0.01% | — | |
| 43 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.15% | — | — | |
| 44 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.15% | +0.01% | — | |
| 45 | PSQ | Proshares Short Qqq | ETF-Other | 0.15% | — | — | |
| 46 | YQQQ | Yieldmax N100 Short Opt Inc | ETF-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 46 disclosed positions in Q4 2024.
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In terms of portfolio concentration, the top 5 core holdings (including FTSM, LMBS, JAAA) accounted for 30.8% of total reported equity market value during Q4 2024.
Top New Position Initiated
IWF
市值: $3.1M
Top Position Liquidated / Trimmed
FTQI
前期市值: $2.5M
During Q4 2024, RiverTree Advisors, LLC's top holdings by market value included FTSM (8.6%)、LMBS (7.2%)、JAAA (6.9%). The largest single position, FTSM, represented 8.6% of total portfolio value.
In Q4 2024, RiverTree Advisors, LLC made 43 total portfolio adjustments, initiating 14 new buys, adding to 9 positions, trimming 18 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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