Ted S Rich

@Rivertree Advisors, Llc

Latest period2024 - Q4

Reported2d ago

Managed Assets$152.217M

Total 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

Current New Position Increased Decreased Exited

Investment	Portfolio %	Reported Value	Recent Activity
COWZPacer Fds Tr Recent Activity Increased 7.46%	4.77%	$7.258M 128,498 shares@ $56.48 avg price	Increased 7.46%
DIVOAmplify Etf Tr Recent Activity Increased 0.26%	4.62%	$7.025M 173,550 shares@ $40.48 avg price	Increased 0.26%
BILSpdr Ser Tr Recent Activity Increased 48.9%	4.23%	$6.433M 70,364 shares@ $91.44 avg price	Increased 48.9%
SDVYFirst Tr Exchange-traded Fd Recent Activity Increased 2.73%	3.75%	$5.696M 158,892 shares@ $35.85 avg price	Increased 2.73%
XLGInvesco Exchange Traded Fd T Recent Activity Increased 1049.28%	2.76%	$4.187M 83,805 shares@ $49.97 avg price	Increased 1049.28%
FDLFirst Tr Morningstar Divid L Recent Activity Increased 855.17%	2.1%	$3.184M 79,078 shares@ $40.26 avg price	Increased 855.17%
IOOIshares Tr Recent Activity Increased 28.43%	1.06%	$1.599M 15,864 shares@ $100.77 avg price	Increased 28.43%
EDIVSpdr Index Shs Fds Recent Activity Increased 85.5%	0.82%	$1.24M 35,162 shares@ $35.28 avg price	Increased 85.5%
BILSSpdr Ser Tr Recent Activity Increased 6.85%	0.56%	$846,840 8,541 shares@ $99.15 avg price	Increased 6.85%