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Ted S Rich

@Rivertree Advisors, Llc

Latest period2024 - Q4ReportedManaged Assets$152.217MTotal holdings46
Assets growth rate3.23%Assets growth rate (2-Q avg)2.01%Continuous growth in asset value2 quarters

Portfolio positions

This chart displays the top 10 holdings in Rivertree Advisors, Llc's 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 46 positions.

Assets under management

The assets under management (AUM) of Rivertree Advisors, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 2 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 152.217M in assets, with a quarterly growth rate of 3.23% and a 2-quarter average growth rate of 2.01%. The portfolio is managed by Ted S Rich, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
FTSMFirst Tr Exchange-traded Fd
Recent Activity
Decreased -23.72%
8.6%
$13.077M
218,789 shares@ $59.78 avg price
LMBSFirst Tr Exchange-traded Fd
Recent Activity
Decreased -1.74%
7.24%
$11.02M
226,416 shares@ $48.68 avg price
JAAAJanus Detroit Str Tr
Recent Activity
Decreased -0.39%
6.95%
$10.571M
208,452 shares@ $50.72 avg price
BUFRFirst Tr Exchng Traded Fd Vi
Recent Activity
Decreased -1.46%
6.22%
$9.463M
310,559 shares@ $30.48 avg price
FTCSFirst Tr Exchange-traded Fd
Recent Activity
Decreased -20.71%
5.3%
$8.057M
91,747 shares@ $87.83 avg price
FTGSFirst Tr Exchange-traded Fd
Recent Activity
Decreased -5.4%
5.21%
$7.926M
252,428 shares@ $31.4 avg price
BUFQFirst Tr Exchng Traded Fd Vi
Recent Activity
Decreased -14.01%
4.71%
$7.161M
227,847 shares@ $31.43 avg price
FTSLFirst Tr Exchange-traded Fd
Recent Activity
Decreased -0.63%
3.88%
$5.9M
127,594 shares@ $46.25 avg price
AMLPAlps Etf Tr
Recent Activity
Decreased -1.09%
2.89%
$4.397M
91,296 shares@ $48.16 avg price
MINTPimco Etf Tr
Recent Activity
Decreased -37.33%
2.27%
$3.441M
34,291 shares@ $100.35 avg price