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Ted S Rich

Rivertree Advisors, Llc

Assets Managed
$157.89M
Holdings
60
Last Quarter
2026 - Q1
Filed Date
1mo 14d ago
Growth Rate
0.67%(2Q avg: 0.61%)
Sustained Growth
3 quarters

Portfolio positions

This chart displays the top 10 holdings in Rivertree Advisors, Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 60 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 3 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 157.89M in assets, with a quarterly growth rate of 0.67% and a 2-quarter average growth rate of 0.61%. The portfolio is managed by Ted S Rich, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
JAAA
Janus Henderson Aaa Clo Etf
Recent Activity
Decreased -3.7%
7.45%
$11.751M
233,300 shares@ $50.38 avg price
FTSM
First Trust Enh Short Mat Fd
Recent Activity
Decreased -6.65%
5.1%
$8.042M
134,529 shares@ $59.79 avg price
BUCK
Simplify Trsy Opt Etf-usd In
Recent Activity
Decreased -1.18%
4.64%
$7.316M
311,262 shares@ $23.51 avg price
FTCS
First Trust Capital Strength
Recent Activity
Decreased -0.18%
4.62%
$7.279M
78,469 shares@ $92.76 avg price
LMBS
First Trust Low Duration Opp
Recent Activity
Decreased -18.03%
4.42%
$6.97M
139,931 shares@ $49.81 avg price
BUFQ
Ft Vst Lad Nsdq Buf Etf-usdi
Recent Activity
Decreased -0.66%
4.22%
$6.661M
188,585 shares@ $35.32 avg price
DIVO
Amplify Cwp Enhanced Dividen
Recent Activity
Decreased -0.33%
4.2%
$6.621M
147,624 shares@ $44.85 avg price
BUFR
Ft Vest Lad Buffervetf-usd I
Recent Activity
Decreased -1.54%
4.16%
$6.565M
194,417 shares@ $33.77 avg price
SPYI
Neos S&p 500 High Income Etf
Recent Activity
Increased 14.72%
4%
$6.305M
127,718 shares@ $49.38 avg price
PYLD
Pimco Multisector Bond Actv
Recent Activity
Increased 625.23%
3.44%
$5.421M
206,906 shares@ $26.2 avg price

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