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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
AIRRFirst Tr Exchange-traded Fd
Recent Activity
Decreased -25.83%
1.51%
$2.29M
29,729 shares@ $77.04 avg price
FTHIFirst Tr Exchange-traded Fd
Recent Activity
Decreased -41.1%
1.1%
$1.662M
71,420 shares@ $23.27 avg price
FAPRFirst Tr Exchng Traded Fd Vi
Recent Activity
Decreased -57.55%
1.08%
$1.635M
39,600 shares@ $41.29 avg price
FMARFirst Tr Exchng Traded Fd Vi
Recent Activity
Decreased -57.45%
1.07%
$1.624M
37,533 shares@ $43.28 avg price
FTLSFirst Tr Exch Traded Fd Iii
Recent Activity
Decreased -60.21%
0.88%
$1.334M
20,278 shares@ $65.81 avg price
QMARFirst Tr Exchng Traded Fd Vi
Recent Activity
Decreased -53.99%
0.86%
$1.3M
43,683 shares@ $29.76 avg price
BALTInnovator Etfs Trust
Recent Activity
Decreased -46.3%
0.67%
$1.018M
32,405 shares@ $31.42 avg price
TBILRbb Fd Inc
Recent Activity
Decreased -42.55%
0.6%
$899,823
18,047 shares@ $49.86 avg price