Rivertree Advisors, LLC
Investment Portfolio & 13F Holdings Analysis
About
RiverTree Advisors, LLC is an institutional investment manager that filed its latest Form 13F for 2025Q1, reporting 55 holdings worth $0.1 billion. Form 13F filings provide transparency into the equity holdings of institutional investment managers with over $100 million in assets under management. This page displays the most recent portfolio holdings, allowing investors to track position changes, new investments, and portfolio composition.
AI_NATIVE detailed information: This accession holds the following tickers:[ null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, "ETW", null, null, null, null, null, null, null, null, null, null, null, "IWF", null, null, null, "SPY", null, null, null, null, null, null, null, null, null, null, null, null, "ET", null, null, null, "BRK-B" ]
Filing Details
13F-HR • 2025-03-31
Filing Details
13F-HR • 2025-03-31- Report Date
- 2025-03-31
- Filing Date
- 2025-04-17
- Total Holdings
- 55
- Total Value
- 149412059
- Accession Number
- 0001085146-25-002180
- Form Type
- 13F-HR
- Manager Name
- Rivertree-Advisors
Data Enrichment
9% identified5 identified50 unidentified
Holdings
55 positions • $149.4M total value
Manager:
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33739Q408
Shares:186.8K
Value:$11.2M
% of Portfolio:7.5% ($11.2M/$149.4M)
47103U845
Shares:209.0K
Value:$10.6M
% of Portfolio:7.1% ($10.6M/$149.4M)
33739Q200
Shares:178.9K
Value:$8.8M
% of Portfolio:5.9% ($8.8M/$149.4M)
33733E104
Shares:91.3K
Value:$8.2M
% of Portfolio:5.5% ($8.2M/$149.4M)
33740F755
Shares:274.3K
Value:$8.1M
% of Portfolio:5.5% ($8.1M/$149.4M)
032108409
Shares:173.5K
Value:$7.1M
% of Portfolio:4.7% ($7.1M/$149.4M)
33740U752
Shares:224.8K
Value:$6.7M
% of Portfolio:4.5% ($6.7M/$149.4M)
33733E823
Shares:214.8K
Value:$6.4M
% of Portfolio:4.3% ($6.4M/$149.4M)
78468R663
Shares:69.5K
Value:$6.4M
% of Portfolio:4.3% ($6.4M/$149.4M)
33738D309
Shares:135.3K
Value:$6.2M
% of Portfolio:4.1% ($6.2M/$149.4M)
69374H881
Shares:108.8K
Value:$6.0M
% of Portfolio:4.0% ($6.0M/$149.4M)
00162Q452
Shares:92.1K
Value:$4.8M
% of Portfolio:3.2% ($4.8M/$149.4M)
72201R833
Shares:34.3K
Value:$3.4M
% of Portfolio:2.3% ($3.4M/$149.4M)
33741X102
Shares:102.5K
Value:$3.4M
% of Portfolio:2.3% ($3.4M/$149.4M)
46137V399
Shares:153.2K
Value:$3.4M
% of Portfolio:2.3% ($3.4M/$149.4M)
82889N640
Shares:116.1K
Value:$2.9M
% of Portfolio:1.9% ($2.9M/$149.4M)
33738R506
Shares:44.5K
Value:$2.6M
% of Portfolio:1.7% ($2.6M/$149.4M)
33740F839
Shares:57.9K
Value:$2.4M
% of Portfolio:1.6% ($2.4M/$149.4M)
33740F847
Shares:51.8K
Value:$2.4M
% of Portfolio:1.6% ($2.4M/$149.4M)
Instrument | Shares | Other Manager | Value | % of Portfolio | ||
|---|---|---|---|---|---|---|
(cusip33739Q408)✕ | 186.8K | All Managers (Combined) | $11.2M | 7.5% ($11.2M/$149.4M) | ||
(cusip47103U845)✕ | 209.0K | All Managers (Combined) | $10.6M | 7.1% ($10.6M/$149.4M) | ||
(cusip33739Q200)✕ | 178.9K | All Managers (Combined) | $8.8M | 5.9% ($8.8M/$149.4M) | ||
(cusip33733E104)✕ | 91.3K | All Managers (Combined) | $8.2M | 5.5% ($8.2M/$149.4M) | ||
(cusip33740F755)✕ | 274.3K | All Managers (Combined) | $8.1M | 5.5% ($8.1M/$149.4M) | ||
(cusip032108409)✕ | 173.5K | QoQ -0.05% (-97)YoY +0.23% (+409) | All Managers (Combined) | $7.1M | 4.7% ($7.1M/$149.4M) | |
(cusip33740U752)✕ | 224.8K | All Managers (Combined) | $6.7M | 4.5% ($6.7M/$149.4M) | ||
(cusip33733E823)✕ | 214.8K | All Managers (Combined) | $6.4M | 4.3% ($6.4M/$149.4M) | ||
(cusip78468R663)✕ | 69.5K | All Managers (Combined) | $6.4M | 4.3% ($6.4M/$149.4M) | ||
(cusip33738D309)✕ | 135.3K | All Managers (Combined) | $6.2M | 4.1% ($6.2M/$149.4M) | ||
(cusip69374H881)✕ | 108.8K | All Managers (Combined) | $6.0M | 4.0% ($6.0M/$149.4M) | ||
(cusip00162Q452)✕ | 92.1K | All Managers (Combined) | $4.8M | 3.2% ($4.8M/$149.4M) | ||
(cusip72201R833)✕ | 34.3K | All Managers (Combined) | $3.4M | 2.3% ($3.4M/$149.4M) | ||
(cusip33741X102)✕ | 102.5K | All Managers (Combined) | $3.4M | 2.3% ($3.4M/$149.4M) | ||
(cusip46137V399)✕ | 153.2K | QoQ NEW(+153.2K) YoY NEW(+153.2K) | All Managers (Combined) | $3.4M | 2.3% ($3.4M/$149.4M) | QoQ NEW(+$3.4M) YoY NEW(+$3.4M) |
| 8.8K | YoY NEW(+8.8K) | All Managers (Combined) | $3.2M | 2.1% ($3.2M/$149.4M) | YoY NEW(+$3.2M) | |
(cusip82889N640)✕ | 116.1K | QoQ NEW(+116.1K) YoY NEW(+116.1K) | All Managers (Combined) | $2.9M | 1.9% ($2.9M/$149.4M) | QoQ NEW(+$2.9M) YoY NEW(+$2.9M) |
(cusip33738R506)✕ | 44.5K | QoQ NEW(+44.5K) YoY NEW(+44.5K) | All Managers (Combined) | $2.6M | 1.7% ($2.6M/$149.4M) | QoQ NEW(+$2.6M) YoY NEW(+$2.6M) |
(cusip33740F839)✕ | 57.9K | QoQ 0.00% (-0)YoY NEW(+57.9K) | All Managers (Combined) | $2.4M | 1.6% ($2.4M/$149.4M) | YoY NEW(+$2.4M) |
(cusip33740F847)✕ | 51.8K | QoQ 0.00% (-0)YoY NEW(+51.8K) | All Managers (Combined) | $2.4M | 1.6% ($2.4M/$149.4M) | YoY NEW(+$2.4M) |