River Tree Advisors, LLC Closed Holding Positions

River Tree Advisors, LLC

  • $138 Million
  • Q3 2024
Stock Closed Quarter Shares Sold Price Range Trade History
PXD
Pioneer Natural Resources CO

Energy
Q2 2022 Filed on Aug 12, 2022
989
$221.77 - $285.28 $219K - $282K
TIP
Ishares Tr Tips Bd ETF

ETFs
Q2 2022 Filed on Aug 12, 2022
61,579
$113.44 - $123.09 $6.99M - $7.58M
FM
Ishares Msci Frontier And Sele

ETFs
Q2 2022 Filed on Aug 12, 2022
116,914
$26.74 - $33.56 $3.13M - $3.92M
FANG
Diamondback Energy, Inc.

Energy
Q2 2022 Filed on Aug 12, 2022
1,849
$119.24 - $160.4 $220K - $297K
F
Ford Motor CO

Consumer Cyclical
Q2 2022 Filed on Aug 12, 2022
15,052
$11.13 - $16.66 $168K - $251K
RWL
Invesco Exchange Traded Fd Tr

ETFs
Q2 2022 Filed on Aug 12, 2022
50,891
$68.34 - $82.04 $3.48M - $4.18M
EOG
Eog Resources Inc

Energy
Q2 2022 Filed on Aug 12, 2022
2,086
$107.17 - $145.93 $224K - $304K
IVW
Ishares S&P 500 Growth ETF

ETFs
Q1 2022 Filed on Apr 25, 2022
54,080
$68.33 - $84.32 $3.7M - $4.56M
PRF
Invesco Exchange Traded Fd Tr

ETFs
Q1 2022 Filed on Apr 25, 2022
13,764
$162.0 - $175.48 $2.23M - $2.42M
IT
Gartner Inc

Technology
Q1 2022 Filed on Apr 25, 2022
3,157
$257.51 - $323.41 $813K - $1.02M
FTNT
Fortinet, Inc.

Technology
Q1 2022 Filed on Apr 25, 2022
3,194
$53.94 - $69.5 $172K - $222K
ALB
Albemarle Corp

Basic Materials
Q1 2022 Filed on Apr 25, 2022
3,871
$172.09 - $246.0 $666K - $952K
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
Q1 2022 Filed on Apr 25, 2022
3,922
$459.24 - $521.7 $1.8M - $2.05M
HYD
Vaneck High Yield Muni ETF

ETFs
Q1 2022 Filed on Apr 25, 2022
142,990
$57.28 - $62.28 $8.19M - $8.91M
TSLA
Tesla, Inc.

Consumer Cyclical
Q1 2022 Filed on Apr 25, 2022
915
$764.04 - $1199.78 $699K - $1.1M
MTUM
Ishares Msci Usa Momentum Fact

ETFs
Q1 2022 Filed on Apr 25, 2022
32,284
$150.07 - $182.21 $4.84M - $5.88M
BTU
Peabody Energy Corp

Energy
Q1 2022 Filed on Apr 25, 2022
10,076
$10.73 - $26.35 $108K - $266K
PALC
Pacer Fds Tr Lunt Large Cap Mu

Technology
Q1 2022 Filed on Apr 25, 2022
91,362
$36.58 - $42.1 $3.34M - $3.85M
AMD
Advanced Micro Devices Inc

Technology
Q1 2022 Filed on Apr 25, 2022
6,666
$102.25 - $150.24 $682K - $1M
NVDA
Nvidia Corp

Technology
Q1 2022 Filed on Apr 25, 2022
3,176
$213.3 - $301.21 $677K - $957K
IJT
Ishares S&P Small Cap 600 Grow

ETFs
Q1 2022 Filed on Apr 25, 2022
15,623
$119.16 - $140.17 $1.86M - $2.19M
AOA
Ishares Tr Core Aggressive All

ETFs
Q1 2022 Filed on Apr 25, 2022
120,750
$65.0 - $73.15 $7.85M - $8.83M
BBWI
Bath & Body Works, Inc.

Consumer Cyclical
Q4 2021 Filed on Jan 18, 2022
16,968
$62.38 - $78.37 $1.06M - $1.33M
WAT
Waters Corp

Healthcare
Q4 2021 Filed on Jan 18, 2022
2,600
$328.07 - $372.6 $853K - $969K
NUE
Nucor Corp

Basic Materials
Q4 2021 Filed on Jan 18, 2022
9,851
$95.99 - $119.67 $946K - $1.18M
LLY
Eli Lilly & CO

Healthcare
Q4 2021 Filed on Jan 18, 2022
4,229
$224.85 - $279.04 $951K - $1.18M
COF
Capital One Financial Corp

Financial Services
Q4 2021 Filed on Jan 18, 2022
7,008
$138.35 - $173.25 $970K - $1.21M
BJUN
Innovator U.S. Equity Buffer E

ETFs
Q4 2021 Filed on Jan 18, 2022
182,262
$32.69 - $34.6 $5.96M - $6.31M
AOM
Ishares Tr Core Moderate Alloc

ETFs
Q4 2021 Filed on Jan 18, 2022
86,580
$44.53 - $46.0 $3.86M - $3.98M
SRVR
Pacer Fds Tr Benchmark Data &

ETFs
Q4 2021 Filed on Jan 18, 2022
56,732
$38.19 - $43.28 $2.17M - $2.46M
IGIB
Ishares Trust Ishares 5 10 Yea

ETFs
Q4 2021 Filed on Jan 18, 2022
129,598
$58.91 - $60.23 $7.63M - $7.81M
PIE
Invesco Exchange Traded Fd Tr

ETFs
Q4 2021 Filed on Jan 18, 2022
98,693
$23.45 - $25.82 $2.31M - $2.55M
L Brands Inc
Q3 2021 Filed on Oct 28, 2021
18,827
N/A
IWM
Ishares Russell 2000 ETF

ETFs
Q3 2021 Filed on Oct 28, 2021
15,976
$211.73 - $231.39 $3.38M - $3.7M
IMCG
Ishare Morningstar Mid Cap Gro

ETFs
Q3 2021 Filed on Oct 28, 2021
4,644
$67.2 - $73.35 $312K - $341K
FEMS
First Trust Emerging Markets S

ETFs
Q3 2021 Filed on Oct 28, 2021
61,135
$41.93 - $46.86 $2.56M - $2.86M
FCX
Freeport Mcmoran Inc

Basic Materials
Q3 2021 Filed on Oct 28, 2021
30,068
$30.48 - $38.73 $916K - $1.16M
FCVT
First Tr Exchange Traded Fd Iv

ETFs
Q3 2021 Filed on Oct 28, 2021
31,298
$49.18 - $52.26 $1.54M - $1.64M
GPS
Gap Inc

Consumer Cyclical
Q1 2021 Filed on Aug 10, 2021
55,365
$19.22 - $32.25 $1.06M - $1.79M
FDX
Fedex Corp

Industrials
Q1 2021 Filed on Aug 10, 2021
4,048
$235.34 - $285.92 $953K - $1.16M
FPXI
First Tr Exchange Traded Fd Ii

ETFs
Q2 2021 Filed on Aug 10, 2021
41,521
$62.08 - $69.25 $2.58M - $2.88M
LQD
Ishares Iboxx $ Investment Gra

ETFs
Q1 2021 Filed on Aug 10, 2021
12,796
$128.44 - $137.43 $1.64M - $1.76M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
Q1 2021 Filed on Aug 10, 2021
20,053
$113.42 - $118.04 $2.27M - $2.37M
Innovator Etfs Tr
Q2 2021 Filed on Aug 10, 2021
184,604
N/A
FIXD
First Tr ETF Viii Tcw Opportun

ETFs
Q1 2021 Filed on Aug 10, 2021
109,700
$52.76 - $54.76 $5.79M - $6.01M
BAUG
Innovator U.S. Equity Buffer E
Q1 2021 Filed on Aug 10, 2021
130,373
N/A
USMV
Ishares Msci Usa Min Vol Facto

ETFs
Q1 2021 Filed on Aug 10, 2021
114,719
$65.18 - $69.88 $7.48M - $8.02M
ISCG
Ishares Morningstar Small Cap

ETFs
Q2 2021 Filed on Aug 10, 2021
11,565
$47.38 - $52.6 $548K - $608K
IVZ
Invesco Ltd.

Financial Services
Q2 2021 Filed on Aug 10, 2021
43,273
$25.69 - $29.33 $1.11M - $1.27M
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