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CIK: 0001872501
Total reported value
$169.3M
$169.3M
55 檔
25.1%
According to the latest 13F quarterly dataset, RiverTree Advisors, LLC managed an equity portfolio of $169.3M at the end of Q3 2025, spanning 55 distinct U.S. exchange-listed positions.
RiverTree Advisors, LLC executed strategic sector rebalancing during Q3 2025, establishing 9 new positions while fully exiting 12 holdings and trimming 15 positions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | JAAA | Janus Henderson Aaa Clo ETF | ETF-Other | 7.65% | -0.51% | +1.38% | |
| 2 | FTSL | First Trust Senior Loan ETF | ETF-Other | 5.42% | — | +0.77% | |
| 3 | FTSM | First Trust Enh Short Mat Fd | ETF-Other | 4.72% | -2.27% | -28.86% | |
| 4 | FTCS | First Trust Capital Strength | ETF-Other | 4.72% | -0.24% | -0.25% | |
| 5 | BUCK | Simplify Treasury Option Inc | ETF-Gov Bonds | 4.69% | +0.03% | +0.01% | |
| 6 | LMBS | First Trust Low Duration Opp | ETF-Other | 4.60% | -0.60% | +39.60% | |
| 7 | DIVO | Amplify Cwp Enhan Divid ETF | ETF-Other | 4.24% | -0.02% | -0.32% | |
| 8 | BUFQ | Ft Vst Lad Nsdq Buf Etf-usdi | ETF-Other | 4.21% | +0.04% | +0.74% | |
| 9 | BUFR | Ft Vest Lad Buffervetf-usd I | ETF-Other | 4.20% | -0.05% | -2.60% | |
| 10 | SPYI | Neos S&p 500 High Income ETF | ETF-Large Cap & Growth | 3.84% | +0.30% | +10.99% | |
| 11 | MINT | Pimco Enhanced Short Maturit | ETF-Other | 3.51% | -0.37% | +73.55% | |
| 12 | FTGS | First Trust Grwth Strgth ETF | ETF-Other | 3.24% | +0.61% | -0.47% | |
| 13 | FTHI | Fthi/first Trust Exchange-tr | ETF-Other | 3.01% | +0.50% | -1.49% | |
| 14 | QQQI | Neos Nasdaq-100 High Inc ETF | ETF-Tech | 2.78% | +0.57% | +55.65% | |
| 15 | CDX | Simplify High Yield ETF | ETF-High Yield | 2.56% | — | — | |
| 16 | ETW | Eaton Vance T/m Glbl Buy-wr | Stock-Other | 2.45% | -0.74% | +0.70% | |
| 17 | COWZ | Pacer US Cash Cows 100 ETF | ETF-Other | 2.40% | +0.04% | -3.83% | |
| 18 | SDVD | Ft Vest Smid Rising Dividend | ETF-Other | 2.35% | +0.23% | -9.48% | |
| 19 | RDVI | Ft Vest Rising Dividend Achi | ETF-Other | 2.13% | +0.56% | +21.12% | |
| 20 | FTQI | First Trust Nasdaq Buywrite | ETF-Tech | 1.76% | +0.32% | -3.82% | |
| 21 | SDVY | First Trust Smid Cap Rising | ETF-Other | 1.74% | +0.07% | -0.57% | |
| 22 | AMLP | Alerian Mlp ETF | ETF-Other | 1.72% | -0.55% | -32.85% | |
| 23 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-Gov Bonds | 1.67% | -0.16% | +2.55% | |
| 24 | IGLD | Ft Vest Gold Strategy Target | ETF-Commodities | 1.63% | -1.60% | +60.30% | |
| 25 | FTC | First Trust Large Cap Growth | ETF-Large Cap & Growth | 1.48% | +0.06% | -11.65% | |
| 26 | HIPS | Graniteshares Hips US High I | ETF-Other | 1.15% | -0.17% | EXIT | |
| 27 | EDIV | State Street Spdr S&p Emergi | ETF-Other | 1.13% | -0.03% | +376.08% | |
| 28 | FLOT | Ishares Floating Rate Bond E | ETF-Other | 1.01% | — | -9.29% | |
| 29 | TDVI | Ft Vest Technology Dividend | ETF-Tech | 1.00% | -0.08% | — | |
| 30 | HYLS | Ft Tactical High Yield ETF | ETF-High Yield | 0.99% | -0.15% | -10.77% | |
| 31 | FEX | First Trust Large Cap Core A | ETF-Large Cap & Growth | 0.89% | — | -18.43% | |
| 32 | FMAR | Ft Vest US Equity Buffer ETF | ETF-Other | 0.86% | +0.01% | -4.54% | |
| 33 | PIZ | Invesco Dorsey Wright Develo | ETF-Other | 0.86% | -0.14% | — | |
| 34 | FAPR | Ft Vest U.s. Equity Buffer E | ETF-Other | 0.85% | -0.02% | -4.44% | |
| 35 | QQQH | Neos Ndq-100 Hg Eq Inc ETF | ETF-Other | 0.81% | — | — | |
| 36 | YMAG | Yieldmax Mgnf 7 Fu Op In ETF | ETF-Other | 0.80% | -0.76% | EXIT | |
| 37 | AIRR | First Trust Rba American Ind | ETF-Other | 0.77% | +0.02% | -8.97% | |
| 38 | BILS | Ss Spdrb B 3-12m T-bill ETF | ETF-Other | 0.68% | -0.16% | -7.68% | |
| 39 | FTLS | First Trust Long/short Eqty | ETF-Other | 0.68% | -0.02% | -3.13% | |
| 40 | BALT | Inn Defined Wealth Shield | ETF-Other | 0.62% | -0.15% | -4.68% | |
| 41 | QMAR | Ft Vest Nasdaq-100 Buffer Et | ETF-Tech | 0.55% | +0.01% | -3.52% | |
| 42 | MTUM | Ishares Msci USA Momentum Fa | ETF-Other | 0.46% | — | -18.57% | |
| 43 | FCVT | First Trust Ssi Strategi ETF | ETF-Other | 0.43% | -0.02% | — | |
| 44 | PMAY | Innovator U.s. Equity Power | ETF-Other | 0.39% | -0.01% | — | |
| 45 | RECS | Columbia Resear Enh Cor ETF | ETF-Other | 0.37% | +0.02% | +75.73% | |
| 46 | ACWI | Ishares Msci Acwi ETF | ETF-Other | 0.29% | +0.73% | +73.31% | |
| 47 | TBIL | F/m US Treasury 3 Month Bill | ETF-Gov Bonds | 0.26% | — | — | |
| 48 | PAUG | Innovator U.s. Equity Power | ETF-Other | 0.24% | — | — | |
| 49 | IOO | Ishares Global 100 ETF | ETF-Other | 0.23% | +0.01% | -0.47% | |
| 50 | ET | Energy Transfer LP | Stock-Energy | 0.19% | -0.01% | — |
According to official SEC Form 13F filings, RiverTree Advisors, LLC reported a total U.S. public equity portfolio value of $169.3M across 55 disclosed positions in Q3 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
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, FTSL, FTSM) accounted for 25.1% of total reported equity market value during Q3 2025.
Top New Position Initiated
CDX
市值: $4.0M
Top Position Liquidated / Trimmed
PBP
前期市值: $3.4M
During Q3 2025, RiverTree Advisors, LLC's top holdings by market value included JAAA (7.7%)、FTSL (5.4%)、FTSM (4.7%). The largest single position, JAAA, represented 7.7% of total portfolio value.
In Q3 2025, RiverTree Advisors, LLC made 50 total portfolio adjustments, initiating 9 new buys, adding to 14 positions, trimming 15 holdings, and fully liquidating 12 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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