test

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
PAUGInnovator Etfs Trust
Recent Activity
0.23%
$343,074
8,911 shares@ $38.51 avg price
ETEnergy Transfer L P
Recent Activity
0.23%
$342,825
17,500 shares@ $19.59 avg price
BRK.BBerkshire Hathaway Inc Del
Recent Activity
0.15%
$226,640
500 shares@ $453.28 avg price
SPYSpdr S&p 500 Etf Tr
Recent Activity
0.15%
$222,710
380 shares@ $586.08 avg price
PSQProshares Tr
Recent Activity
New Position
0.15%
$221,782
5,930 shares@ $37.4 avg price
YQQQTidal Tr Ii
Recent Activity
New Position
0.15%
$218,575
12,490 shares@ $17.5 avg price