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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
IWFIshares Tr
Recent Activity
New Position
2.05%
$3.115M
7,756 shares@ $401.58 avg price
DNOVFirst Tr Exchng Traded Fd Vi
Recent Activity
New Position
1.64%
$2.484M
57,938 shares@ $42.87 avg price
FNOVFirst Tr Exchng Traded Fd Vi
Recent Activity
New Position
1.63%
$2.475M
51,760 shares@ $47.82 avg price
FSIGFirst Tr Exchange-traded Fd
Recent Activity
New Position
1.29%
$1.956M
103,659 shares@ $18.87 avg price
HYLSFirst Tr Exchange-traded Fd
Recent Activity
New Position
1.29%
$1.949M
47,151 shares@ $41.34 avg price
UCONFirst Tr Exchng Traded Fd Vi
Recent Activity
New Position
1.21%
$1.828M
74,163 shares@ $24.66 avg price
RECSColumbia Etf Tr I
Recent Activity
New Position
1.06%
$1.601M
46,242 shares@ $34.62 avg price
ACWIIshares Tr
Recent Activity
New Position
0.73%
$1.1M
9,363 shares@ $117.51 avg price
FRIFirst Tr S&p Reit Index Fd
Recent Activity
New Position
0.71%
$1.08M
39,474 shares@ $27.37 avg price
FPEFirst Tr Exch Traded Fd Iii
Recent Activity
New Position
0.61%
$915,763
51,738 shares@ $17.71 avg price