River Tree Advisors, LLC Portfolio Holdings by Sector
River Tree Advisors, LLC
- $133 Million
- Q1 2025
Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
---|---|---|---|---|---|---|
ETFs | ETFs
FTSM JAAA LMBS FTCS BUFR DIVO BUFQ BIL 39 stocks |
$126,061
97.57% of portfolio
|
  15  
|
  20  
|
  7  
|
- |
0
Calls
0
Puts
|
Asset Management | Financial Services
ETW 1 stocks |
$1,556
1.2% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Communication Services | Communication Services
IGLD 1 stocks |
$987
0.76% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Oil & Gas Midstream | Energy
ET 1 stocks |
$325
0.25% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Insurance—Diversified | Financial Services
BRK-B 1 stocks |
$266
0.21% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|