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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
FTSLFirst Tr Exchange-traded Fd
Recent Activity
Decreased -0.63%
3.88%
$5.9M
127,594 shares@ $46.25 avg price
SDVYFirst Tr Exchange-traded Fd
Recent Activity
Increased 2.73%
3.75%
$5.696M
158,892 shares@ $35.85 avg price
AMLPAlps Etf Tr
Recent Activity
Decreased -1.09%
2.89%
$4.397M
91,296 shares@ $48.16 avg price
XLGInvesco Exchange Traded Fd T
Recent Activity
Increased 1049.28%
2.76%
$4.187M
83,805 shares@ $49.97 avg price
MINTPimco Etf Tr
Recent Activity
Decreased -37.33%
2.27%
$3.441M
34,291 shares@ $100.35 avg price
FDLFirst Tr Morningstar Divid L
Recent Activity
Increased 855.17%
2.1%
$3.184M
79,078 shares@ $40.26 avg price
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
AIRRFirst Tr Exchange-traded Fd
Recent Activity
Decreased -25.83%
1.51%
$2.29M
29,729 shares@ $77.04 avg price