RiverTree Advisors, LLC

13F Filings History

Latest 13F report
Q3 2024 - Oct 22, 2024
Value $
$147M
Signature - Title
Ted S Rich - President
Location
Winter Park, FL
Summary
This page shows a list of all the recent 13F filings made by RiverTree Advisors, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. RiverTree Advisors, LLC reported 34 stock holdings with total value $147M as of Q3 2024. Top holdings included FTSM, LMBS, JAAA, FTCS, and BUFR.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q3 2024 34 $147M +$4.64M -$7.72M -$3.08M FTSM, LMBS, JAAA, FTCS, BUFR 13F-HR 10/22/2024, 10:37 AM
Q2 2024 31 $146M +$4.46M -$7.52M -$3.06M FTSM, LMBS, FTCS, JAAA, BUFR 13F-HR 7/22/2024, 05:52 PM
Q1 2024 28 $149M +$6.35M -$11.2M -$4.8M FTSM, LMBS, FTCS, JAAA, BUFR 13F-HR 4/15/2024, 09:12 PM
Q4 2023 29 $147M +$56.2M -$47.4M +$8.76M FTSM, LMBS, BUFR, JAAA, FTCS 13F-HR 1/24/2024, 06:04 PM
Q3 2023 22 $134M +$20.1M -$23.7M -$3.6M BIL, FTSM, MINT, JAAA, LMBS 13F-HR 10/13/2023, 10:25 AM
Q2 2023 27 $139M +$39.1M -$41M -$1.97M BIL, FTSM, LMBS, MINT, JAAA 13F-HR 8/8/2023, 05:07 PM
Q1 2023 38 $139M +$53.1M -$35.4M +$17.7M BIL, FTSM, LMBS, JAAA, UCON 13F-HR 5/15/2023, 02:04 PM
Q4 2022 33 $122M +$58.3M -$60.6M -$2.31M FTSM, VTIP, LMBS, JAAA, FTCS 13F-HR 2/2/2023, 09:28 PM
Q3 2022 30 $120M +$36.6M -$36.5M +$93K LMBS, VTIP, MINT, UCON, DIVO 13F-HR 10/13/2022, 08:14 PM
Q2 2022 33 $125M +$18.3M -$24.6M -$6.23M FTSL, UCON, VTIP, MINT, ALTL 13F-HR 8/12/2022, 02:19 PM
Q1 2022 31 $144M +$53.7M -$58.9M -$5.13M FTSL, HYLS, UCON, ALTL, MINT 13F-HR 4/22/2022, 08:06 PM
Q4 2021 39 $151M +$32.2M -$29.2M +$3.01M FTSL, HYLS, HYD, AOA, TIP 13F-HR 1/14/2022, 08:00 PM
Q3 2021 39 $147M +$29M -$29.5M -$463K FTSL, HYLS, HYD, TIP, IGIB 13F-HR 10/28/2021, 03:43 PM
Q2 2021 35 $148M +$32.2M -$29.3M +$2.87M TIP, FTSL, HYLS, DIVO, IGIB 13F-HR 8/10/2021, 04:51 PM
Q1 2021 37 $143M +$62.8M -$48M +$14.8M FTSL, TIP, HYLS, DIVO, IGIB 13F-HR 8/10/2021, 04:51 PM
Q4 2020 31 $125M $0 $0 FTSL, HYLS, BNDW, USMV, IGIB 13F-HR 8/10/2021, 10:28 AM