Rivertree Advisors, LLC Top Holdings and 13F Report (2025) About Rivertree Advisors, LLCInvestment ActivityRivertree Advisors, LLC has $149.41 million in total holdings as of March 31, 2025.Rivertree Advisors, LLC owns shares of 55 different stocks, but just 23 companies or ETFs make up 80% of its holdings.Approximately 16.66% of the portfolio was purchased this quarter.About 16.95% of the portfolio was sold this quarter.This quarter, Rivertree Advisors, LLC has purchased 46 new stocks and bought additional shares in 10 stocks.Rivertree Advisors, LLC sold shares of 26 stocks and completely divested from 4 stocks this quarter.Largest Holdings First Trust Enhanced Short Maturity ETF $11,177,693Janus Henderson AAA CLO ETF $10,596,159First Trust Low Duration Opportunities ETF $8,795,707First Trust Capital Strength ETF $8,186,194FT Vest Laddered Buffer ETF $8,144,294 Largest New Holdings this Quarter 46137V399 - Invesco S&P 500 BuyWrite ETF $3,395,469 Holding82889N640 - Simplify Treasury Option Income ETF $2,864,484 Holding33738R506 - First Trust NASDAQ Rising Dividend Achievers $2,606,025 Holding46429B655 - iShares Floating Rate Bond ETF $2,057,928 Holding33738D820 - FIRST TR EXCH TRADED FD III $2,028,333 Holding Largest Purchases this Quarter Invesco S&P 500 BuyWrite ETF 153,156 shares (about $3.40M)Simplify Treasury Option Income ETF 116,065 shares (about $2.86M)First Trust NASDAQ Rising Dividend Achievers 44,517 shares (about $2.61M)iShares Floating Rate Bond ETF 40,312 shares (about $2.06M)FIRST TR EXCH TRADED FD III 101,569 shares (about $2.03M) Largest Sales this Quarter Invesco S&P 500 Top 50 ETF 63,051 shares (about $2.90M)First Trust Low Duration Opportunities ETF 47,496 shares (about $2.33M)First Trust Enhanced Short Maturity ETF 31,996 shares (about $1.91M)First Trust SMID Cap Rising Dividend Achievers ETF 56,363 shares (about $1.89M)First Trust TCW Unconstrained Plus Bond ETF 59,466 shares (about $1.47M) Sector Allocation Over TimeMap of 500 Largest Holdings ofRivertree Advisors, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorFTSMFirst Trust Enhanced Short Maturity ETF$11,177,693$1,914,641 ▼-14.6%186,7937.5%ManufacturingJAAAJanus Henderson AAA CLO ETF$10,596,159$25,558 ▲0.2%208,9567.1%ETFLMBSFirst Trust Low Duration Opportunities ETF$8,795,707$2,334,903 ▼-21.0%178,9205.9%ManufacturingFTCSFirst Trust Capital Strength ETF$8,186,194$38,007 ▼-0.5%91,3235.5%ETFBUFRFT Vest Laddered Buffer ETF$8,144,294$1,076,203 ▼-11.7%274,3115.5%ETFDIVOAmplify YieldShares CWP Dividend & Option Income ETF$7,071,679$3,955 ▼-0.1%173,4534.7%ETFBUFQFT Vest Laddered Nasdaq Buffer ETF$6,712,916$90,595 ▼-1.3%224,8134.5%ETFFTGSFirst Trust Growth Strength ETF$6,391,460$1,118,273 ▼-14.9%214,8394.3%ETFBILSPDR Bloomberg Barclays 1-3 Month T-Bill ETF$6,379,730$74,760 ▼-1.2%69,5494.3%ETFFTSLFirst Trust Senior Loan ETF$6,178,454$353,788 ▲6.1%135,3444.1%ManufacturingCOWZPacer US Cash Cows 100 ETF$5,955,314$1,081,236 ▼-15.4%108,7534.0%ETFAMLPAlerian MLP ETF$4,784,141$42,227 ▲0.9%92,1093.2%ETFMINTPIMCO Enhanced Short Maturity Exchange-Traded Fund$3,446,436$3,924 ▼-0.1%34,2522.3%ETFSDVYFirst Trust SMID Cap Rising Dividend Achievers ETF$3,434,722$1,888,161 ▼-35.5%102,5292.3%ETFPBPInvesco S&P 500 BuyWrite ETF$3,395,469$3,395,469 ▲New Holding153,1562.3%ETFIWFiShares Russell 1000 Growth ETF$3,177,953$377,339 ▲13.5%8,8012.1%ETFBUCKSimplify Treasury Option Income ETF$2,864,484$2,864,484 ▲New Holding116,0651.9%ETFRDVYFirst Trust NASDAQ Rising Dividend Achievers$2,606,025$2,606,025 ▲New Holding44,5171.7%ManufacturingDNOVFT Vest U.S. Equity Deep Buffer ETF - November$2,428,5870.0%57,9381.6%ETFFNOVFT Vest U.S. Equity Buffer ETF - November$2,415,6700.0%51,7601.6%ETFFLOTiShares Floating Rate Bond ETF$2,057,928$2,057,928 ▲New Holding40,3121.4%ETFFIRST TR EXCH TRADED FD III$2,028,333$2,028,333 ▲New Holding101,5691.4%FT VEST SMIDHYLSFirst Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF$1,997,745$62,668 ▲3.2%48,6781.3%ManufacturingAIRRFirst Trust RBA American Industrial Renaissance ETF$1,952,716$75,099 ▼-3.7%28,6281.3%ManufacturingSPYINEOS S&P 500 High Income ETF$1,816,037$1,816,037 ▲New Holding37,9211.2%ETFFTHIFirst Trust BuyWrite Income ETF$1,558,531$2,711 ▼-0.2%71,2961.0%ETFETWEaton Vance Tax-Managed Global Buy-Write Opportunities Fund$1,556,965$1,556,965 ▲New Holding188,7231.0%Financial ServicesFAPRFT Vest U.S. Equity Buffer ETF - April$1,367,443$251,801 ▼-15.6%33,4420.9%ETFFMARFT Vest U.S. Equity Buffer ETF - March$1,344,492$239,401 ▼-15.1%31,8600.9%ETFHIPSGraniteShares HIPS US High Income ETF$1,307,069$1,307,069 ▲New Holding102,7570.9%FinanceQYLDGlobal X Nasdaq 100 Covered Call ETF$1,246,585$1,246,585 ▲New Holding74,9600.8%ManufacturingFTLSFirst Trust Long/Short Equity ETF$1,246,292$53,122 ▼-4.1%19,4490.8%ETFFTQIFirst Trust NASDAQ BuyWrite Income ETF$1,245,363$1,245,363 ▲New Holding66,0670.8%ETFNEOS ETF TRUST$1,227,014$1,227,014 ▲New Holding25,8700.8%NASDAQ 100 HIGHDONWisdomTree U.S. MidCap Dividend Fund$1,065,027$1,065,027 ▲New Holding21,5070.7%FinanceBALTInnovator Defined Wealth Shield ETF$999,955$16,914 ▼-1.7%31,8660.7%ETFIGLDFT Vest Gold Strategy Target Income ETF$996,683$9,625 ▼-1.0%47,5290.7%ETFFPEFirst Trust Preferred Securities and Income ETF$984,688$74,617 ▲8.2%55,9800.7%ETFTIDAL TR II$977,022$755,949 ▲341.9%55,1990.7%YIELDMAX SHORTQMARFT Vest Nasdaq-100 Buffer ETF - March$972,073$263,719 ▼-21.3%34,3610.7%ETFXLGInvesco S&P 500 Top 50 ETF$955,099$2,901,607 ▼-75.2%20,7540.6%ETFBILSSPDR Bloomberg 3-12 Month T-Bill ETF$944,260$94,516 ▲11.1%9,4910.6%ETFTBILUS Treasury 3 Month Bill ETF$802,010$100,520 ▼-11.1%16,0370.5%ETFEDIVSPDR S&P Emerging Markets Dividend ETF$595,976$659,308 ▼-52.5%16,6940.4%ETFSPYSPDR S&P 500 ETF Trust$562,187$349,619 ▲164.5%1,0050.4%FinancePMAYInnovator U.S. Equity Power Buffer ETF - May$556,5110.0%15,5450.4%ETFIOOiShares Global 100 ETF$434,364$1,093,180 ▼-71.6%4,5110.3%ETFUCONFirst Trust TCW Unconstrained Plus Bond ETF$363,751$1,471,785 ▼-80.2%14,6970.2%ETFTIDAL TR II$361,276$28,740 ▲8.6%24,1980.2%YIELDMAX MAGNIFIPAUGInnovator U.S. Equity Power Buffer ETF - August$336,6580.0%8,9110.2%ETFETEnergy Transfer$325,3250.0%17,5000.2%EnergyUSOIETRACS Crude Oil Shares Covered Call ETN$312,640$312,640 ▲New Holding5,0960.2%ETFRECSColumbia Research Enhanced Core ETF$288,761$1,246,936 ▼-81.2%8,6950.2%ETFBRK.BBerkshire Hathaway$266,2900.0%5000.2%FinanceACWIiShares MSCI ACWI ETF$215,903$873,854 ▼-80.2%1,8550.1%ManufacturingFDLFirst Trust Morningstar Dividend Leaders Index$0$3,183,680 ▼-100.0%00.0%ETFFSIGFirst Trust Limited Duration Investment Grade Corporate ETF$0$1,956,045 ▼-100.0%00.0%ETFFRIFirst Trust S&P REIT Index Fund$0$1,080,403 ▼-100.0%00.0%ETFPROSHARES TR$0$221,782 ▼-100.0%00.0%SHORT QQQShowing largest 100 holdings. 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