Sign In
test

Ted S Rich

Rivertree Advisors, Llc

Assets Managed
$169.337M
Holdings
72
Last Quarter
2026 - Q2
Filed Date
1d ago
Growth Rate
7.25%(2Q avg: 3.96%)
Sustained Growth
4 quarters

Portfolio positions

This chart displays the top 10 holdings in Rivertree Advisors, Llc's 2026 - Q2 portfolio, based on their 13F SEC filing, out of a total of 72 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 4 quarters. As of the latest 13F SEC filing for 2026 - Q2, they manage 169.337M in assets, with a quarterly growth rate of 7.25% and a 2-quarter average growth rate of 3.96%. The portfolio is managed by Ted S Rich, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
JAAA
Janus Henderson Aaa Clo Etf
Recent Activity
Decreased -0.33%
6.94%
$11.74M
232,529 shares@ $50.49 avg price
BUCK
Simplify Trsy Opt Etf-usd In
Recent Activity
Increased 8.19%
4.66%
$7.886M
336,734 shares@ $23.42 avg price
FTCS
First Trust Capital Strength
Recent Activity
Increased 0.42%
4.38%
$7.4M
78,793 shares@ $93.93 avg price
SPYI
Neos S&p 500 High Income Etf
Recent Activity
Increased 7.04%
4.29%
$7.257M
136,699 shares@ $53.09 avg price
BUFQ
Ft Vst Lad Nsdq Buf Etf-usdi
Recent Activity
Decreased -2.7%
4.26%
$7.206M
183,487 shares@ $39.27 avg price
DIVO
Amplify Cwp Enhanced Dividen
Recent Activity
Increased 4.71%
4.18%
$7.064M
154,574 shares@ $45.71 avg price
BUFR
Ft Vest Lad Buffervetf-usd I
Recent Activity
Decreased -1.99%
4.12%
$6.961M
190,548 shares@ $36.53 avg price
LMBS
First Trust Low Duration Opp
Recent Activity
Decreased -7.26%
3.82%
$6.46M
129,770 shares@ $49.79 avg price
FTGS
First Trust Grwth Strgth Etf
Recent Activity
Increased 18.14%
3.69%
$6.247M
168,830 shares@ $37.01 avg price
FTHI
Fthi First Trust Exchange-tr
Recent Activity
Increased 19.8%
3.57%
$6.04M
253,238 shares@ $23.85 avg price

1-10 of 72