Rivertree Advisors is an investment fund managing more than $134 billion ran by Ted Rich. There are currently 14 companies in Mr. Rich’s portfolio. The largest investments include Spdr Ser Tr and First Tr Exchange-traded Fd, together worth $47.9 billion.
As of 6th October 2023, Rivertree Advisors’s top holding is 175,708 shares of Spdr Ser Tr currently worth over $16.1 billion and making up 12.0% of the portfolio value.
In addition, the fund holds 552,099 shares of First Tr Exchange-traded Fd worth $31.8 billion.
The third-largest holding is Pimco Etf Tr worth $9.07 billion and the next is Janus Detroit Str Tr worth $8.92 billion, with 177,300 shares owned.
Currently, Rivertree Advisors's portfolio is worth at least $134 billion. The total portfolio value may be much higher due to cash
assets that are not publicly disclosed such as fixed income, real estate, or cash equivalents.
The Rivertree Advisors office and employees reside in Winter Park, Florida. According to the last 13-F report filed with the SEC, Ted Rich serves as the President at Rivertree Advisors.
In the most recent 13F filing, Rivertree Advisors revealed that it had opened a new position in
Pimco Etf Tr and bought 90,577 shares worth $9.07 billion.
The investment fund also strengthened its position in Spdr Ser Tr by buying
29,306 additional shares.
This makes their stake in Spdr Ser Tr total 175,708 shares worth $16.1 billion.
On the other hand, there are companies that Rivertree Advisors is getting rid of from its portfolio.
Rivertree Advisors closed its position in First Tr Exchng Traded Fd Vi on 13th October 2023.
It sold the previously owned 366,066 shares for $8.86 billion.
Ted Rich also disclosed a decreased stake in First Tr Exchange-traded Fd by approximately 0.1%.
This leaves the value of the investment at $31.8 billion and 552,099 shares.
The two most similar investment funds to Rivertree Advisors are Northstar Advisory and Firethorn Wealth Partners. They manage $134 billion and $134 billion respectively.
These positions were updated on October 13th based on the fund’s latest 13F filing. Quickly find out what the most recently closed or increased positions are.
| Security | Shares Owned | Value | Allocation |
|---|---|---|---|
| Spdr Ser Tr |
20.02%
175,708
|
$16,133,509,000 | 12.04% |
| First Tr Exchange-traded Fd |
4.52%
552,099
|
$31,765,061,000 | 23.70% |
| Pimco Etf Tr |
Opened
90,577
|
$9,070,381,000 | 6.77% |
| Janus Detroit Str Tr |
5.82%
177,300
|
$8,923,509,000 | 6.66% |
| First Tr Exchng Traded Fd Vi |
Closed
366,066
|
$8,862,458,000 | |
| Pacer Fds Tr |
8.81%
164,381
|
$8,125,353,000 | 6.06% |
| American Centy Etf Tr |
Closed
105,982
|
$7,849,027,000 | |
| First Tr Value Line Divid In |
Closed
194,894
|
$7,826,943,000 | |
| Pacer Fds Tr |
Closed
202,680
|
$7,714,001,000 | |
| Amplify Etf Tr |
4.26%
221,231
|
$7,683,353,000 | 5.73% |
| Innovator Etfs Tr |
Opened
214,302
|
$7,494,120,000 | 5.59% |
| First Tr Exchng Traded Fd Vi |
Opened
428,485
|
$13,727,149,000 | 10.24% |
| First Tr Exchange-traded Fd |
Opened
132,910
|
$6,560,438,000 | 4.89% |
| First Tr Exchng Traded Fd Vi |
21.51%
357,303
|
$9,859,247,000 | 7.36% |
| Spdr Ser Tr |
Opened
52,885
|
$5,258,356,000 | 3.92% |
| First Tr Morningstar Divid L |
Closed
119,979
|
$4,259,255,000 | |
| Innovator Etfs Tr |
181.79%
175,387
|
$5,945,388,000 | 4.44% |
| Proshares Tr |
Closed
55,960
|
$3,959,170,000 | |
| Wisdomtree Tr |
Closed
95,299
|
$3,905,353,000 | |
| Invesco Exchange Traded Fd T |
Opened
22,905
|
$3,245,409,000 | 2.42% |
| Innovator Etfs Tr |
Closed
103,346
|
$3,104,771,000 | |
| First Tr Exchange Trad Fd Vi |
Closed
67,910
|
$1,595,206,000 | |
| Amplify Etf Tr |
Closed
52,224
|
$1,415,109,000 | |
| First Tr Exch Traded Fd Iii |
Closed
58,152
|
$974,046,000 | |
| Capitol Ser Tr |
Closed
39,678
|
$961,398,000 | |
| First Tr Exchange Traded Fd |
Closed
93,286
|
$1,374,464,000 | |
| First Tr Exchange-traded Fd |
Closed
25,201
|
$831,129,000 | |
| Energy Transfer L P |
No change
17,500
|
$245,525,000 | 0.18% |
| Lamb Weston Holdings Inc |
Closed
2,225
|
$232,557,000 | |
| Netflix Inc. |
Closed
665
|
$229,744,000 | |
| Las Vegas Sands Corp |
Closed
3,791
|
$217,793,000 | |
| Boeing Co. |
Closed
1,005
|
$213,492,000 | |
| MarketAxess Holdings Inc. |
Closed
543
|
$212,470,000 | |
| Wynn Resorts Ltd. |
Closed
1,882
|
$210,615,000 | |
| Tapestry Inc |
Closed
4,883
|
$210,506,000 | |
| Direxion Shs Etf Tr |
Closed
16,043
|
$78,771,000 | |
| No transactions found | |||
| Showing first 500 out of 36 holdings | |||