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Home > Institutional Investor > Rivertree Advisors, Llc > Profile

Instuitional Investor - Rivertree Advisors, Llc

Fund Profile
Filing Period:
Fund Name: Rivertree Advisors, Llc
Portfolio Value $155,998,908
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Janus Detroit Str Tr
 235,090 $11,937,870 7.65%
2.
First Tr Exchange-Traded Fd
 184,436 $8,454,546 5.42%
3.
First Tr Exchange-Traded Fd
 122,938 $7,365,216 4.72%
4.
Internet Gold Golden Lines Ltd
 IGLD 78,630 $7,362,913 4.72%
5.
Plains Gp Holdings Lp
 PAGP 307,001 $7,321,974 4.69%
Insider Monkey Quarterly Strategy
+427.7% Insider Monkey Quarterly Strategy
+163.1% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
400%
200%
0%

Returns since its inception in May 2014 (through August 15th, 2025)

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