River Tree Advisors, LLC Portfolio Holdings by Sector
River Tree Advisors, LLC
- $119 Million
- Q2 2025
Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
---|---|---|---|---|---|---|
ETFs | ETFs
JAAA FTSM FTSL FTCS BUFR DIVO BUFQ LMBS 37 stocks |
$110,242
94.95% of portfolio
|
  14  
|
  21  
|
  7  
|
- |
0
Calls
0
Puts
|
Asset Management | Financial Services
ETW 1 stocks |
$3,634
3.13% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Communication Services | Communication Services
IGLD 1 stocks |
$1,440
1.24% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Oil & Gas Midstream | Energy
ET 1 stocks |
$317
0.27% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Insurance—Diversified | Financial Services
BRK-B 1 stocks |
$242
0.21% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Banks—Diversified | Financial Services
JPM 1 stocks |
$231
0.2% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|