River Tree Advisors, LLC has filed its 13F form on July 23, 2025 for Q2 2025 where it was disclosed a total value porftolio of $119 Million distributed in 54 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Janus Detroit Str Tr Janus Hen with a value of $11.8M, First Tr Enhanced Traded Fd Iv with a value of $10.3M, First Trust Senior Ln Fund with a value of $8.4M, First Trust Capital Strength E with a value of $7.16M, and First Tr Ex Td Viii Ft Cboe Ve with a value of $6.4M.
Examining the 13F form we can see an decrease of $13.2M in the current position value, from $133M to 119M.
River Tree Advisors, LLC is based out at Winter Park, FL
Below you can find more details about River Tree Advisors, LLC portfolio as well as his latest detailed transactions.
