River Tree Advisors, LLC Portfolio Holdings

River Tree Advisors, LLC

  • $138 Million
  • Q3 2024

River Tree Advisors, LLC has filed its 13F form on October 22, 2024 for Q3 2024 where it was disclosed a total value porftolio of $138 Million distributed in 34 stocks.

Among their holdings, we can observe that their the top five positions include companies like: First Tr Enhanced Traded Fd Iv with a value of $17.2M, First Tr ETF Fd Iv First Tr Lo with a value of $11.4M, Janus Detroit Str Tr Janus Hen with a value of $10.6M, First Trust Capital Strength E with a value of $10.5M, and First Tr Ex Td Viii Ft Cboe Ve with a value of $9.42M.

Examining the 13F form we can see an increase of $743K in the current position value, from $137M to 138M.

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.

Portfolio value $138 Million
ETFs: $129 Million
Energy: $280,000
Financial Services: $230,000

Stock Holdings Table Market Cap. of $50 Millions to $300 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 34
  • Current Value $138 Million
  • Prior Value $137 Million
  • Filing
  • Period Q3 2024
  • Filing Date October 22, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 5 stocks
  • Additional Purchases 5 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 21 stocks
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