RiverTree Advisors, LLC reported 72 holdings worth US$169M as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Jul 22, 2026
RiverTree Advisors, LLC reported 72 holdings worth US$169M as of Jun 30, 2026. Largest: Energy Transfer Lp, Caterpillar, Inc. and Jp Morgan Chase & Co. Filed Jul 22, 2026 (Form 13F).
- Holdings
- 72
- Value as reported
- US$169M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|---|---|---|
| Energy Transfer Lp | 17,500 | US$335K | 0.20% |
| Caterpillar, Inc. | 263 | US$280K | 0.17% |
| Jp Morgan Chase & Co. | 800 | US$262K | 0.15% |
| Intel Corporation | 1,806 | US$252K | 0.15% |
| Berkshire Hathaway Inc. | 500 | US$250K | 0.15% |
| Lam Research Corporation | 574 | US$249K | 0.15% |
| Applied Materials, Inc. | 317 | US$229K | 0.14% |
| Kla Corporation | 730 | US$220K | 0.13% |
| Corning Incorporated | 839 | US$214K | 0.13% |
| Moderna, Inc. | 3,052 | US$214K | 0.13% |
| Teradyne, Inc. | 416 | US$201K | 0.12% |