River Tree Advisors, LLC Portfolio Holdings by Sector
River Tree Advisors, LLC
- $120 Million
- Q4 2025
| Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
|---|---|---|---|---|---|---|
|
ETFs | ETFs
JAAA FTSM LMBS FTSL FTCS DIVO BUFQ BUFR 40 stocks |
$107,304
93.08% of portfolio
|
  17  
|
  18  
|
  7  
|
- |
0
Calls
0
Puts
|
|
Asset Management | Financial Services
ETW 1 stocks |
$3,696
3.21% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
|
Communication Services | Communication Services
IGLD 1 stocks |
$2,692
2.34% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
|
Closed-End Fund - Foreign | ETFs
EEM 1 stocks |
$799
0.69% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
|
Oil & Gas Midstream | Energy
ET 1 stocks |
$297
0.26% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Insurance—Diversified | Financial Services
BRK-B 1 stocks |
$254
0.22% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Banks—Diversified | Financial Services
JPM 1 stocks |
$240
0.21% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|