RA
| |
RiverTree Advisors, LLC13F | |
| RiverTree Advisors, LLC | |
| Last update 2025-07-23 | 54 Stocks (10 new) |
| Value $149.00 Mil | Turnover 26 % |
RiverTree Advisors, LLC Top Holdings of 2025-06-30
View Full List
| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
JAAA | Janus Henderson AAA CLO ETF | 231,880 | 11,767.9 | +10.97% | 7.900 | +0.78% | 0.050 | +1.87% | +2.70% | 22,855.0 | ||
FTSM |
First Trust Enhanced Short Maturity ETF
First Trust Enhanced Short Maturity ETF
| 172,806 | 10,345.9 | -7.49% | 6.950 | -0.56% | 0.170 | +1.15% | +2.60% | 6,255.0 | ||
FTSL | FIRST TR EXCHANGE4 | 183,035 | 8,399.5 | +35.24% | 5.640 | +1.47% | 0.350 | +2.73% | +3.35% | 2,386.6 | ||
BUCK | Simplify Treasury Option Income ETF | 306,979 | 7,257.0 | +164.49% | 4.870 | +3.03% | 2.140 | +2.27% | +0.38% | 340.0 | ||
FTCS | First Trust Capital Strength ETF | 78,824 | 7,164.3 | -13.69% | 4.810 | -0.75% | 0.090 | +5.45% | +5.02% | 8,424.5 | ||
BUFR | FT Vest Laddered Buffer ETF | 201,180 | 6,397.5 | -26.66% | 4.300 | -1.45% | 0.090 | +10.86% | +6.20% | 7,083.6 | ||
DIVO |
Amplify CPW Enhanced Dividend Income ETF
Amplify CPW Enhanced Dividend Income ETF
| 148,948 | 6,337.7 | -14.13% | 4.260 | -0.67% | 0.140 | +10.31% | +9.11% | 4,713.0 | ||
BUFQ | FT Vest Laddered Nasdaq Buffer ETF | 186,894 | 6,204.9 | -16.87% | 4.170 | -0.76% | 0.630 | +13.30% | +7.10% | 1,001.4 | ||
SPYI | NEOS S&P 500 High Income ETF | 103,203 | 5,193.2 | +172.15% | 3.490 | +2.21% | 0.120 | +12.80% | +7.64% | 4,438.1 | ||
LMBS |
First Trust Low Duration Mortgage Opportunities ET
First Trust Low Duration Mortgage Opportunities ET
| 103,255 | 5,086.3 | -42.29% | 3.420 | -2.49% | 0.100 | +1.64% | +3.47% | 5,141.6 |
RiverTree Advisors, LLC's Historical Top Holdings Breakdowns
RiverTree Advisors, LLC's Top Stock Picks
View Full List
| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
BUCK | Simplify Treasury Option Income ETF | 2025-06-30 | Add Add | +3.03% | 23.36 ($23.65) 24.7 | $23.73 | 0.34% | Add 164.49% | 306,979 | 190,914 | |
BIL | SPDR Bloomberg 1-3 Month T-Bill ETF | 2025-06-30 | Reduce Reduce | -2.57% | 91.43 ($91.58) 91.74 | $91.68 | 0.11% | Reduce -60.19% | 27,690 | -41,859 | |
LMBS |
First Trust Low Duration Mortgage Opportunities ET
First Trust Low Duration Mortgage Opportunities ET
| 2025-06-30 | Reduce Reduce | -2.49% | 48.5 ($48.96) 49.35 | $49.15 | 0.39% | Reduce -42.29% | 103,255 | -75,665 | |
PBP | Invesco S&P 500 BuyWrite ETF | 2025-06-30 | Sold Out Sold Out | -2.27% | 20.08 ($21.6) 22.36 | $21.99 | 1.81% | Sold Out | 0 | -153,156 | |
SPYI | NEOS S&P 500 High Income ETF | 2025-06-30 | Add Add | +2.21% | 42.92 ($48.1) 50.34 | $50.96 | 5.95% | Add 172.15% | 103,203 | 65,282 | |
IWF | iShares Russell 1000 Growth ETF | 2025-06-30 | Sold Out Sold Out | -2.13% | 320.42 ($382.13) 424.58 | $437.85 | 14.58% | Sold Out | 0 | -8,801 | |
FTHI | First Trust BuyWrite Income ETF | 2025-06-30 | Add Add | +1.99% | 19.66 ($21.84) 22.85 | $22.94 | 5.04% | Add 181.99% | 201,047 | 129,751 | |
HIPS |
GraniteShares HIPS US High Income ETF
GraniteShares HIPS US High Income ETF
| 2025-06-30 | Add Add | +1.87% | 11.12 ($12.02) 12.78 | $12.45 | 3.58% | Add 223.91% | 332,836 | 230,079 | |
RDVI |
FT Vest Rising Dividend Achievers Target Income ETF
FT Vest Rising Dividend Achievers Target Income ETF
| 2025-06-30 | New Buy New Buy | +1.76% | 20.93 ($23.52) 24.71 | $24.96 | 6.12% | New holding | 106,154 | 106,154 | |
RDVY |
First Trust NASDAQ Rising Dividend Achievers ETF
First Trust NASDAQ Rising Dividend Achievers ETF
| 2025-06-30 | Sold Out Sold Out | -1.74% | 51.6 ($58.81) 62.74 | $64.02 | 8.86% | Sold Out | 0 | -44,517 |
RiverTree Advisors, LLC Total Holding History ($B)
RiverTree Advisors, LLC's Asset Allocation
RiverTree Advisors, LLC Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
Top Ranked Articles
- 1
RiverTree Advisors, LLC's Hypothetical Growth since 2025-06-30
RiverTree Advisors, LLC's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
RiverTree Advisors, LLC's Holdings Heat Map
Size field:
RiverTree Advisors, LLC's Holdings Bubble Chart
RiverTree Advisors, LLC News
- 1
Survey
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
Follow Us
Disclaimers