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
EDIVSpdr Index Shs Fds Recent Activity Increased 85.5%	0.82%	$1.24M 35,162 shares@ $35.28 avg price	Increased 85.5%
ACWIIshares Tr Recent Activity New Position	0.73%	$1.1M 9,363 shares@ $117.51 avg price	New Position
FRIFirst Tr S&p Reit Index Fd Recent Activity New Position	0.71%	$1.08M 39,474 shares@ $27.37 avg price	New Position
BALTInnovator Etfs Trust Recent Activity Decreased -46.3%	0.67%	$1.018M 32,405 shares@ $31.42 avg price	Decreased -46.3%
FPEFirst Tr Exch Traded Fd Iii Recent Activity New Position	0.61%	$915,763 51,738 shares@ $17.71 avg price	New Position
IGLDFirst Tr Exchange-traded Fd Recent Activity New Position	0.6%	$906,013 47,988 shares@ $18.88 avg price	New Position
TBILRbb Fd Inc Recent Activity Decreased -42.55%	0.6%	$899,823 18,047 shares@ $49.86 avg price	Decreased -42.55%
BILSSpdr Ser Tr Recent Activity Increased 6.85%	0.56%	$846,840 8,541 shares@ $99.15 avg price	Increased 6.85%
PMAYInnovator Etfs Trust Recent Activity	0.37%	$558,181 15,545 shares@ $35.91 avg price
YMAGTidal Tr Ii Recent Activity New Position	0.29%	$428,755 22,273 shares@ $19.25 avg price	New Position