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CIK: 0001872501
Total reported value
$169.3M
$169.3M
54 檔
26.5%
During the Q2 2025 filing period, RiverTree Advisors, LLC (CIK: 0001872501) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $169.3M across 54 reported positions.
RiverTree Advisors, LLC executed strategic sector rebalancing during Q2 2025, establishing 9 new positions while fully exiting 11 holdings and trimming 17 positions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | JAAA | Janus Henderson Aaa Clo ETF | ETF-Other | 7.90% | -0.51% | +10.97% | |
| 2 | FTSM | First Trust Enh Short Mat Fd | ETF-Other | 6.95% | -2.27% | -7.49% | |
| 3 | FTSL | First Trust Senior Loan ETF | ETF-Other | 5.64% | — | +35.24% | |
| 4 | BUCK | Simplify Treasury Option Inc | ETF-Gov Bonds | 4.87% | +0.03% | +164.49% | |
| 5 | FTCS | First Trust Capital Strength | ETF-Other | 4.81% | -0.24% | -13.69% | |
| 6 | BUFR | Ft Vest Lad Buffervetf-usd I | ETF-Other | 4.30% | -0.05% | -26.66% | |
| 7 | DIVO | Amplify Cwp Enhan Divid ETF | ETF-Other | 4.26% | -0.02% | -14.13% | |
| 8 | BUFQ | Ft Vst Lad Nsdq Buf Etf-usdi | ETF-Other | 4.17% | +0.04% | -16.87% | |
| 9 | SPYI | Neos S&p 500 High Income ETF | ETF-Large Cap & Growth | 3.49% | +0.30% | +172.15% | |
| 10 | LMBS | First Trust Low Duration Opp | ETF-Other | 3.42% | -0.60% | -42.29% | |
| 11 | FTGS | First Trust Grwth Strgth ETF | ETF-Other | 3.25% | +0.61% | -34.08% | |
| 12 | FTHI | Fthi/first Trust Exchange-tr | ETF-Other | 3.08% | +0.50% | +181.99% | |
| 13 | AMLP | Alerian Mlp ETF | ETF-Other | 2.79% | -0.55% | -7.81% | |
| 14 | HIPS | Graniteshares Hips US High I | ETF-Other | 2.71% | -0.17% | EXIT | |
| 15 | SDVD | Ft Vest Smid Rising Dividend | ETF-Other | 2.58% | +0.23% | +84.27% | |
| 16 | COWZ | Pacer US Cash Cows 100 ETF | ETF-Other | 2.51% | +0.04% | -37.63% | |
| 17 | ETW | Eaton Vance T/m Glbl Buy-wr | Stock-Other | 2.44% | -0.74% | +122.62% | |
| 18 | MINT | Pimco Enhanced Short Maturit | ETF-Other | 2.12% | -0.37% | -8.41% | |
| 19 | FTQI | First Trust Nasdaq Buywrite | ETF-Tech | 1.82% | +0.32% | +109.77% | |
| 20 | QQQI | Neos Nasdaq-100 High Inc ETF | ETF-Tech | 1.79% | +0.57% | +98.65% | |
| 21 | RDVI | Ft Vest Rising Dividend Achi | ETF-Other | 1.76% | +0.56% | — | |
| 22 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-Gov Bonds | 1.71% | -0.16% | -60.19% | |
| 23 | SDVY | First Trust Smid Cap Rising | ETF-Other | 1.70% | +0.07% | -29.80% | |
| 24 | FTC | First Trust Large Cap Growth | ETF-Large Cap & Growth | 1.64% | +0.06% | — | |
| 25 | FDL | First Trust Morn Dvd Lead In | ETF-Other | 1.60% | — | — | |
| 26 | YQQQ | Yieldmax N100 Short Opt Inc | ETF-Other | 1.33% | — | +152.13% | |
| 27 | FLOT | Ishares Floating Rate Bond E | ETF-Other | 1.16% | — | -15.88% | |
| 28 | HYLS | Ft Tactical High Yield ETF | ETF-High Yield | 1.15% | -0.15% | -15.48% | |
| 29 | FEX | First Trust Large Cap Core A | ETF-Large Cap & Growth | 1.08% | — | — | |
| 30 | FGD | First Trust Dj Gl Sel Dvd | ETF-Other | 1.01% | +0.87% | NEW | |
| 31 | IGLD | Ft Vest Gold Strategy Target | ETF-Commodities | 0.97% | -1.60% | +39.57% | |
| 32 | FICS | Ft International Dev Cap Str | ETF-Other | 0.95% | — | — | |
| 33 | FMAR | Ft Vest US Equity Buffer ETF | ETF-Other | 0.91% | +0.01% | -4.67% | |
| 34 | FAPR | Ft Vest U.s. Equity Buffer E | ETF-Other | 0.90% | -0.02% | -4.60% | |
| 35 | BILS | Ss Spdrb B 3-12m T-bill ETF | ETF-Other | 0.77% | -0.16% | +22.16% | |
| 36 | AIRR | First Trust Rba American Ind | ETF-Other | 0.74% | +0.02% | -52.50% | |
| 37 | FTLS | First Trust Long/short Eqty | ETF-Other | 0.69% | -0.02% | -20.05% | |
| 38 | BALT | Inn Defined Wealth Shield | ETF-Other | 0.67% | -0.15% | -3.08% | |
| 39 | QMAR | Ft Vest Nasdaq-100 Buffer Et | ETF-Tech | 0.58% | +0.01% | -19.57% | |
| 40 | MTUM | Ishares Msci USA Momentum Fa | ETF-Other | 0.55% | — | — | |
| 41 | USOI | UBS AG Etr Cr Oil Shar Cov | ETF-Other | 0.40% | — | +119.82% | |
| 42 | SH | Proshares Short S&p500 | ETF-Other | 0.40% | — | — | |
| 43 | PMAY | Innovator U.s. Equity Power | ETF-Other | 0.39% | -0.01% | — | |
| 44 | EDIV | State Street Spdr S&p Emergi | ETF-Other | 0.24% | -0.03% | -43.00% | |
| 45 | PAUG | Innovator U.s. Equity Power | ETF-Other | 0.24% | — | — | |
| 46 | IOO | Ishares Global 100 ETF | ETF-Other | 0.22% | +0.01% | -33.87% | |
| 47 | ET | Energy Transfer LP | Stock-Energy | 0.21% | -0.01% | — | |
| 48 | RECS | Columbia Resear Enh Cor ETF | ETF-Other | 0.20% | +0.02% | -5.92% | |
| 49 | ACWI | Ishares Msci Acwi ETF | ETF-Other | 0.16% | +0.73% | +2.21% | |
| 50 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.16% | — | — |
According to official SEC Form 13F filings, RiverTree Advisors, LLC reported a total U.S. public equity portfolio value of $169.3M across 54 disclosed positions in Q2 2025.
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Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including JAAA, FTSM, FTSL) accounted for 26.5% of total reported equity market value during Q2 2025.
Top New Position Initiated
RDVI
市值: $2.6M
Top Position Liquidated / Trimmed
PBP
前期市值: $3.4M
During Q2 2025, RiverTree Advisors, LLC's top holdings by market value included JAAA (7.9%)、FTSM (7.0%)、FTSL (5.6%). The largest single position, JAAA, represented 7.9% of total portfolio value.
In Q2 2025, RiverTree Advisors, LLC made 50 total portfolio adjustments, initiating 9 new buys, adding to 13 positions, trimming 17 holdings, and fully liquidating 11 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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