RiverTree Advisors
WINTER PARK, FLfiles as RiverTree Advisors, LLC
$169m in 72 US stocks at the end of 30 June 2026. The top 10 are 43.9% of the money. It changed about 10.8% of the portfolio this quarter.
Value
$169m
Stocks
72
Top 10 share
43.9%
Turnover
10.8%
What changed this quarter
New
Bought for the first time this quarter.
- Tidal Trust IICHPY1.4% of the fund
- Tidal Trust IIGDXY0.9% of the fund
- First TR Exchange-Traded FDFGD0.9% of the fund
- Franklin Templeton ETF TRFLUD0.6% of the fund
- First TR Exch TRD Alphdx FDFDT0.6% of the fund
- CaterpillarCAT0.2% of the fund
- IntelINTC0.1% of the fund
- Lam ResearchLRCX0.1% of the fund
- Applied MaterialsAMAT0.1% of the fund
- State STR Spdr DOW Jones INDDIA0.1% of the fund
- KLAKLAC0.1% of the fund
- CorningGLW0.1% of the fund
- ModernaMRNA0.1% of the fund
- TeradyneTER0.1% of the fund
Added
Bought more of a stock they already held.
- Simplify Exchange Traded FUNBUCK4.7% of the fund+8%
- Neos ETF TrustSPYI4.3% of the fund+7%
- Amplify ETF TRDIVO4.2% of the fund+5%
- First TR Exchange-Traded FDFTGS3.7% of the fund+18%
- First TR Exchange Traded FDFTHI3.6% of the fund+20%
- Neos ETF TrustQQQI3.5% of the fund+12%
- First TR Exchange-Traded FDRDVI3.0% of the fund+14%
- First TR Exchange-Traded FDSDVD2.7% of the fund+10%
- Pacer FDS TRCOWZ2.6% of the fund+10%
- First TR Exchange Traded FDFTQI2.3% of the fund+13%
- Simplify Exchange Traded FUNAGGH2.2% of the fund+20%
- Simplify Exchange Traded FUNSBAR2.0% of the fund+5%
- First TR Exchng Traded FD VIUCON2.0% of the fund+33%
- Ishares TRACWI1.2% of the fund+137%
- Invesco Exch Traded FD TR IIIDMO0.8% of the fund+149%
- Columbia ETF TR IRECS0.3% of the fund+2%
Cut
Sold some of their stake.
- First TR Exchng Traded FD VIBUFQ4.3% of the fund-3%
- First TR Exchange-Traded FDLMBS3.8% of the fund-7%
- Pimco ETF TRPYLD3.0% of the fund-7%
- First TR Exchange-Traded FDFTSM2.8% of the fund-41%
- Eaton Vance Tax-Managed Global Buy-Write Opportunities FundETW1.7% of the fund-31%
- First TR Exchange Traded FDAIRR1.4% of the fund-10%
- Invesco Exchange Traded FD TPWB1.4% of the fund-19%
- Pimco ETF TRMINT1.1% of the fund-20%
- Alps ETF TRAMLP1.0% of the fund-29%
- First TR Exchange-Traded FDFCVT0.9% of the fund-13%
- First TR Exchange Traded FDRDVY0.9% of the fund-23%
- Innovator Etfs TrustBALT0.9% of the fund-11%
- Invesco Exch Traded FD TR IIPCY0.8% of the fund-10%
- Ishares TREEM0.8% of the fund-17%
- First TR Exchange-Traded FDHYLS0.7% of the fund-12%
- Fidelity Comwlth TRONEQ0.7% of the fund-26%
- Invesco Exch Traded FD TR IIPIZ0.5% of the fund-26%
- First TR Exchange-Traded FDTDVI0.4% of the fund-25%
- Spdr Series TrustBIL0.4% of the fund-23%
- Spdr Series TrustBILS0.4% of the fund-26%
- Spdr Index SHS FDSEDIV0.3% of the fund-6%
- First TR Exchange-Traded FDIGLD0.2% of the fund-84%
- Neos ETF TrustCSHI0.2% of the fund-80%
- Blackrock ETF Trust IIBINC0.1% of the fund-64%
Sold out
Sold their entire stake.
- Tidal Trust IIYMAG-100%
- Graniteshares ETF TRHIPS-100%
Holdings
- Janus Detroit STR TRJAAA
- Share
- 6.9%
- Value
- $12m
- Shares
- 232,529
Held
- Simplify Exchange Traded FUNBUCK
- Share
- 4.7%
- Value
- $8m
- Shares
- 336,734
+8%
- First TR Exchange-Traded FDFTCS
- Share
- 4.4%
- Value
- $7m
- Shares
- 78,793
Held
- Neos ETF TrustSPYI
- Share
- 4.3%
- Value
- $7m
- Shares
- 136,699
+7%
- First TR Exchng Traded FD VIBUFQ
- Share
- 4.3%
- Value
- $7m
- Shares
- 183,487
-3%
- Amplify ETF TRDIVO
- Share
- 4.2%
- Value
- $7m
- Shares
- 154,574
+5%
- First TR Exchng Traded FD VIBUFR
- Share
- 4.1%
- Value
- $7m
- Shares
- 190,548
Held
- First TR Exchange-Traded FDLMBS
- Share
- 3.8%
- Value
- $6m
- Shares
- 129,770
-7%
- First TR Exchange-Traded FDFTGS
- Share
- 3.7%
- Value
- $6m
- Shares
- 168,830
+18%
- First TR Exchange Traded FDFTHI
- Share
- 3.6%
- Value
- $6m
- Shares
- 253,238
+20%
- Neos ETF TrustQQQI
- Share
- 3.5%
- Value
- $6m
- Shares
- 104,729
+12%
- First TR Exchange-Traded FDRDVI
- Share
- 3.0%
- Value
- $5m
- Shares
- 174,809
+14%
- Pimco ETF TRPYLD
- Share
- 3.0%
- Value
- $5m
- Shares
- 191,819
-7%
- First TR Exchange-Traded FDFTSM
- Share
- 2.8%
- Value
- $5m
- Shares
- 79,945
-41%
- First TR Exchange-Traded FDSDVD
- Share
- 2.7%
- Value
- $5m
- Shares
- 196,412
+10%
- Pacer FDS TRCOWZ
- Share
- 2.6%
- Value
- $4m
- Shares
- 70,735
+10%
- First TR Exchange Traded FDFTQI
- Share
- 2.3%
- Value
- $4m
- Shares
- 174,311
+13%
- Simplify Exchange Traded FUNAGGH
- Share
- 2.2%
- Value
- $4m
- Shares
- 188,474
+20%
- Simplify Exchange Traded FUNSBAR
- Share
- 2.0%
- Value
- $3m
- Shares
- 132,684
+5%
- First TR Exchng Traded FD VIUCON
- Share
- 2.0%
- Value
- $3m
- Shares
- 135,348
+33%
- First TR Exchange Traded FDSDVY
- Share
- 1.9%
- Value
- $3m
- Shares
- 73,526
Held
- Eaton Vance Tax-Managed Global Buy-Write Opportunities FundETW
- Share
- 1.7%
- Value
- $3m
- Shares
- 305,360
-31%
- First TR Exchange Traded FDAIRR
- Share
- 1.4%
- Value
- $2m
- Shares
- 18,372
-10%
- Invesco Exchange Traded FD TPWB
- Share
- 1.4%
- Value
- $2m
- Shares
- 14,378
-19%
- Tidal Trust IICHPY
- Share
- 1.4%
- Value
- $2m
- Shares
- 26,356
New
- Ishares TRACWI
- Share
- 1.2%
- Value
- $2m
- Shares
- 13,045
+137%
- Pimco ETF TRMINT
- Share
- 1.1%
- Value
- $2m
- Shares
- 18,768
-20%
- First TR Exchng Traded FD VIFMAR
- Share
- 1.0%
- Value
- $2m
- Shares
- 33,951
Held
- Alps ETF TRAMLP
- Share
- 1.0%
- Value
- $2m
- Shares
- 33,020
-29%
- First TR Exchange-Traded FDFCVT
- Share
- 0.9%
- Value
- $2m
- Shares
- 28,735
-13%
- Tidal Trust IIGDXY
- Share
- 0.9%
- Value
- $1m
- Shares
- 147,322
New
- First TR Exchange-Traded FDFGD
- Share
- 0.9%
- Value
- $1m
- Shares
- 46,250
New
- First TR Exchange Traded FDRDVY
- Share
- 0.9%
- Value
- $1m
- Shares
- 18,242
-23%
- Innovator Etfs TrustBALT
- Share
- 0.9%
- Value
- $1m
- Shares
- 42,557
-11%
- Invesco Exch Traded FD TR IIIDMO
- Share
- 0.8%
- Value
- $1m
- Shares
- 23,837
+149%
- First TR Exchng Traded FD VIFAPR
- Share
- 0.8%
- Value
- $1m
- Shares
- 30,275
Held
- Invesco Exch Traded FD TR IIPCY
- Share
- 0.8%
- Value
- $1m
- Shares
- 61,766
-10%
- Ishares TREEM
- Share
- 0.8%
- Value
- $1m
- Shares
- 19,129
-17%
- First TR Exchange-Traded FDHYLS
- Share
- 0.7%
- Value
- $1m
- Shares
- 30,657
-12%
- Fidelity Comwlth TRONEQ
- Share
- 0.7%
- Value
- $1m
- Shares
- 11,827
-26%
- First TR Exch Traded FD IIIFTLS
- Share
- 0.6%
- Value
- $1m
- Shares
- 13,727
Held
- Franklin Templeton ETF TRFLUD
- Share
- 0.6%
- Value
- $1m
- Shares
- 40,394
New
- First TR Exchng Traded FD VIQMAR
- Share
- 0.6%
- Value
- $973,323
- Shares
- 26,140
Held
- First TR Exch TRD Alphdx FDFDT
- Share
- 0.6%
- Value
- $969,876
- Shares
- 10,244
New
- Invesco Exch Traded FD TR IIPIZ
- Share
- 0.5%
- Value
- $859,405
- Shares
- 15,374
-26%
- First TR Exchange-Traded FDTDVI
- Share
- 0.4%
- Value
- $744,359
- Shares
- 23,437
-25%
- First TR Exchange-Traded ALPFTC
- Share
- 0.4%
- Value
- $724,894
- Shares
- 3,741
Held
- Spdr Series TrustBIL
- Share
- 0.4%
- Value
- $694,173
- Shares
- 7,575
-23%
- Innovator Etfs TrustPMAY
- Share
- 0.4%
- Value
- $642,009
- Shares
- 15,545
Held
- Spdr Series TrustBILS
- Share
- 0.4%
- Value
- $606,218
- Shares
- 6,100
-26%
- Columbia ETF TR IRECS
- Share
- 0.3%
- Value
- $567,314
- Shares
- 13,108
+2%
- Spdr Index SHS FDSEDIV
- Share
- 0.3%
- Value
- $425,753
- Shares
- 10,395
-6%
- Innovator Etfs TrustPAUG
- Share
- 0.2%
- Value
- $406,698
- Shares
- 8,911
Held
- First TR Exchange-Traded FDIGLD
- Share
- 0.2%
- Value
- $378,975
- Shares
- 17,995
-84%
- Ishares TRIOO
- Share
- 0.2%
- Value
- $354,887
- Shares
- 2,598
Held
- Energy Transfer L PET
- Share
- 0.2%
- Value
- $334,600
- Shares
- 17,500
Held
- Neos ETF TrustCSHI
- Share
- 0.2%
- Value
- $320,627
- Shares
- 6,437
-80%
- State STR Spdr S&P 500 ETF TSPY
- Share
- 0.2%
- Value
- $283,773
- Shares
- 380
Held
- First TR Exchng Traded FD VIGMAR
- Share
- 0.2%
- Value
- $261,060
- Shares
- 5,901
Held
- First TR Exchng Traded FD VIDJAN
- Share
- 0.1%
- Value
- $234,905
- Shares
- 5,160
Held
- Blackrock ETF Trust IIBINC
- Share
- 0.1%
- Value
- $226,842
- Shares
- 4,334
-64%
- State STR Spdr DOW Jones INDDIA
- Share
- 0.1%
- Value
- $220,449
- Shares
- 422
New
| Company | Share of fund | Value | Shares | Change |
|---|---|---|---|---|
| Janus Detroit STR TRJAAA | 6.9% | $12m | 232,529 | Held |
| Simplify Exchange Traded FUNBUCK | 4.7% | $8m | 336,734 | +8% |
| First TR Exchange-Traded FDFTCS | 4.4% | $7m | 78,793 | Held |
| Neos ETF TrustSPYI | 4.3% | $7m | 136,699 | +7% |
| First TR Exchng Traded FD VIBUFQ | 4.3% | $7m | 183,487 | -3% |
| Amplify ETF TRDIVO | 4.2% | $7m | 154,574 | +5% |
| First TR Exchng Traded FD VIBUFR | 4.1% | $7m | 190,548 | Held |
| First TR Exchange-Traded FDLMBS | 3.8% | $6m | 129,770 | -7% |
| First TR Exchange-Traded FDFTGS | 3.7% | $6m | 168,830 | +18% |
| First TR Exchange Traded FDFTHI | 3.6% | $6m | 253,238 | +20% |
| Neos ETF TrustQQQI | 3.5% | $6m | 104,729 | +12% |
| First TR Exchange-Traded FDRDVI | 3.0% | $5m | 174,809 | +14% |
| Pimco ETF TRPYLD | 3.0% | $5m | 191,819 | -7% |
| First TR Exchange-Traded FDFTSM | 2.8% | $5m | 79,945 | -41% |
| First TR Exchange-Traded FDSDVD | 2.7% | $5m | 196,412 | +10% |
| Pacer FDS TRCOWZ | 2.6% | $4m | 70,735 | +10% |
| First TR Exchange Traded FDFTQI | 2.3% | $4m | 174,311 | +13% |
| Simplify Exchange Traded FUNAGGH | 2.2% | $4m | 188,474 | +20% |
| Simplify Exchange Traded FUNSBAR | 2.0% | $3m | 132,684 | +5% |
| First TR Exchng Traded FD VIUCON | 2.0% | $3m | 135,348 | +33% |
| First TR Exchange Traded FDSDVY | 1.9% | $3m | 73,526 | Held |
| Eaton Vance Tax-Managed Global Buy-Write Opportunities FundETW | 1.7% | $3m | 305,360 | -31% |
| First TR Exchange Traded FDAIRR | 1.4% | $2m | 18,372 | -10% |
| Invesco Exchange Traded FD TPWB | 1.4% | $2m | 14,378 | -19% |
| Tidal Trust IICHPY | 1.4% | $2m | 26,356 | New |
| Ishares TRACWI | 1.2% | $2m | 13,045 | +137% |
| Pimco ETF TRMINT | 1.1% | $2m | 18,768 | -20% |
| First TR Exchng Traded FD VIFMAR | 1.0% | $2m | 33,951 | Held |
| Alps ETF TRAMLP | 1.0% | $2m | 33,020 | -29% |
| First TR Exchange-Traded FDFCVT | 0.9% | $2m | 28,735 | -13% |
| Tidal Trust IIGDXY | 0.9% | $1m | 147,322 | New |
| First TR Exchange-Traded FDFGD | 0.9% | $1m | 46,250 | New |
| First TR Exchange Traded FDRDVY | 0.9% | $1m | 18,242 | -23% |
| Innovator Etfs TrustBALT | 0.9% | $1m | 42,557 | -11% |
| Invesco Exch Traded FD TR IIIDMO | 0.8% | $1m | 23,837 | +149% |
| First TR Exchng Traded FD VIFAPR | 0.8% | $1m | 30,275 | Held |
| Invesco Exch Traded FD TR IIPCY | 0.8% | $1m | 61,766 | -10% |
| Ishares TREEM | 0.8% | $1m | 19,129 | -17% |
| First TR Exchange-Traded FDHYLS | 0.7% | $1m | 30,657 | -12% |
| Fidelity Comwlth TRONEQ | 0.7% | $1m | 11,827 | -26% |
| First TR Exch Traded FD IIIFTLS | 0.6% | $1m | 13,727 | Held |
| Franklin Templeton ETF TRFLUD | 0.6% | $1m | 40,394 | New |
| First TR Exchng Traded FD VIQMAR | 0.6% | $973,323 | 26,140 | Held |
| First TR Exch TRD Alphdx FDFDT | 0.6% | $969,876 | 10,244 | New |
| Invesco Exch Traded FD TR IIPIZ | 0.5% | $859,405 | 15,374 | -26% |
| First TR Exchange-Traded FDTDVI | 0.4% | $744,359 | 23,437 | -25% |
| First TR Exchange-Traded ALPFTC | 0.4% | $724,894 | 3,741 | Held |
| Spdr Series TrustBIL | 0.4% | $694,173 | 7,575 | -23% |
| Innovator Etfs TrustPMAY | 0.4% | $642,009 | 15,545 | Held |
| Spdr Series TrustBILS | 0.4% | $606,218 | 6,100 | -26% |
| Columbia ETF TR IRECS | 0.3% | $567,314 | 13,108 | +2% |
| Spdr Index SHS FDSEDIV | 0.3% | $425,753 | 10,395 | -6% |
| Innovator Etfs TrustPAUG | 0.2% | $406,698 | 8,911 | Held |
| First TR Exchange-Traded FDIGLD | 0.2% | $378,975 | 17,995 | -84% |
| Ishares TRIOO | 0.2% | $354,887 | 2,598 | Held |
| Energy Transfer L PET | 0.2% | $334,600 | 17,500 | Held |
| Neos ETF TrustCSHI | 0.2% | $320,627 | 6,437 | -80% |
| State STR Spdr S&P 500 ETF TSPY | 0.2% | $283,773 | 380 | Held |
| CaterpillarCAT | 0.2% | $280,069 | 263 | New |
| JPMorgan ChaseJPM | 0.2% | $261,864 | 800 | Held |
| First TR Exchng Traded FD VIGMAR | 0.2% | $261,060 | 5,901 | Held |
| IntelINTC | 0.1% | $252,172 | 1,806 | New |
| Berkshire HathawayBRK-B | 0.1% | $250,195 | 500 | Held |
| Lam ResearchLRCX | 0.1% | $248,731 | 574 | New |
| First TR Exchng Traded FD VIDJAN | 0.1% | $234,905 | 5,160 | Held |
| Applied MaterialsAMAT | 0.1% | $229,191 | 317 | New |
| Blackrock ETF Trust IIBINC | 0.1% | $226,842 | 4,334 | -64% |
| State STR Spdr DOW Jones INDDIA | 0.1% | $220,449 | 422 | New |
| KLAKLAC | 0.1% | $220,248 | 730 | New |
| CorningGLW | 0.1% | $214,306 | 839 | New |
| ModernaMRNA | 0.1% | $213,732 | 3,052 | New |
| TeradyneTER | 0.1% | $201,277 | 416 | New |
Over time and by industry
Value over time
Jun '25
Dec '25
Jun '26
Value is up 13.7% since 30 June 2025.
Where the money is
Technology0.8%
Financial services0.3%
Industrials0.2%
Health care0.1%
Other98.6%
From the fund's 13F filings. They list US stocks and options only, 45 days after each quarter, and leave out cash, bonds, shorts and foreign shares.