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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 $157,890,410
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Janus Detroit Str Tr
 233,300 $11,751,331 7.44%
2.
First Tr Exchange-Traded Fd
 134,529 $8,042,144 5.09%
3.
Plains Gp Holdings Lp
 PAGP 311,262 $7,316,213 4.63%
4.
Internet Gold Golden Lines Ltd
 IGLD 78,469 $7,278,784 4.61%
5.
First Tr Exchange-Traded Fd
 139,931 $6,969,963 4.41%
Insider Monkey Quarterly Strategy
+498.7% Insider Monkey Quarterly Strategy
+195% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
400%
200%
0%

Returns since its inception in May 2014 (through February 18th, 2026)

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