RiverTree Advisors, LLC

Q3 2025 13F-HR Holdings

Location
Winter Park, FL
Holdings as of
9/30/2025
Date filed
11/4/2025
Form type
13F-HR
Num holdings
55
Total value ($000)
$155,999
Net value change ($000)
+7,061 (4.7%)
New positions
8
Sold out positions
7
Turnover %
12.4%
Sector allocation + QoQ delta (equities-only)
Prev filing: 7/23/2025 Next filing: 1/15/2026 SEC filing

Snapshot: Change Analysis

Compared to Q2 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
CDX 3,986 NEW
MINT 2,328 73.8%
LMBS 2,091 41.1%
QQQI 1,662 62.2%
TDVI 1,561 NEW
EDIV 1,397 384.8%
PIZ 1,337 NEW
QQQH 1,259 NEW
YMAG 1,250 NEW
IGLD 1,106 76.8%
Top Reduces (Value $000, Stocks/ETFs)
FTSM -2,981 -28.8%
FDL -2,388 -100.0%
HIPS -2,232 -55.4%
YQQQ -1,980 -100.0%
FGD -1,497 -100.0%
AMLP -1,473 -35.5%
FICS -1,413 -100.0%
GLDI -601 -100.0%
SH -592 -100.0%
UCON -217 -100.0%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type