River Tree Advisors, LLC Portfolio Holdings by Sector
River Tree Advisors, LLC
- $120 Million
- Q3 2025
| Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
|---|---|---|---|---|---|---|
|
ETFs | ETFs
JAAA FTSL FTSM FTCS LMBS DIVO BUFQ BUFR 36 stocks |
$110,128
93.88% of portfolio
|
13
|
20
|
3
|
- |
0
Calls
0
Puts
|
|
Asset Management | Financial Services
ETW 1 stocks |
$3,828
3.26% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Communication Services | Communication Services
IGLD 1 stocks |
$2,545
2.17% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Oil & Gas Midstream | Energy
ET 1 stocks |
$300
0.26% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Banks—Diversified | Financial Services
JPM 1 stocks |
$252
0.21% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Insurance—Diversified | Financial Services
BRK-B 1 stocks |
$251
0.21% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|