13F Filings History of RiverTree Advisors, LLC

Latest 13F report
Q4 2025 - 15 Jan 2026
Value $
$156,850,298
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 61 stock holdings with total value $156,850,298 as of Q4 2025. Top holdings included JAAA, FTSM, LMBS, FTSL, and BUCK.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 61 $156,850,298 +$15,265,472 -$14,858,341 +$407,131 JAAA, FTSM, LMBS, FTSL, BUCK 13F-HR 14 Jan 2026, 19:17
Q3 2025 55 $155,998,908 +$20,922,790 -$17,653,477 +$3,269,313 JAAA, FTSL, FTSM, FTCS, BUCK 13F-HR 03 Nov 2025, 20:03
Q2 2025 54 $148,937,595 +$39,384,989 -$43,570,958 -$4,185,969 JAAA, FTSM, FTSL, BUCK, FTCS 13F-HR 23 Jul 2025, 16:47
Q1 2025 55 $149,412,059 +$24,893,960 -$25,326,150 -$432,190 FTSM, JAAA, LMBS, FTCS, BUFR 13F-HR 17 Apr 2025, 12:17
Q4 2024 46 $152,217,123 +$30,716,672 -$26,236,042 +$4,480,630 FTSM, LMBS, JAAA, BUFR, FTCS 13F-HR 16 Jan 2025, 10:42
Q3 2024 34 $147,457,713 +$4,641,520 -$7,718,701 -$3,077,181 FTSM, LMBS, JAAA, FTCS, BUFR 13F-HR 22 Oct 2024, 10:37
Q2 2024 31 $146,317,347 +$4,463,915 -$7,519,901 -$3,055,986 FTSM, LMBS, FTCS, JAAA, BUFR 13F-HR 22 Jul 2024, 17:52
Q1 2024 28 $148,937,721 +$6,351,849 -$11,153,987 -$4,802,138 FTSM, LMBS, FTCS, JAAA, BUFR 13F-HR 15 Apr 2024, 21:12
Q4 2023 29 $147,077,781 +$56,185,478 -$47,426,633 +$8,758,845 FTSM, LMBS, BUFR, JAAA, FTCS 13F-HR 24 Jan 2024, 18:04
Q3 2023 22 $134,404,383 +$20,051,958 -$23,654,396 -$3,602,438 BIL, FTSM, MINT, JAAA, LMBS 13F-HR 13 Oct 2023, 10:25
Q2 2023 27 $138,882,812 +$39,071,335 -$41,042,818 -$1,971,483 BIL, FTSM, LMBS, MINT, JAAA 13F-HR 08 Aug 2023, 17:07
Q1 2023 38 $138,939,542 +$53,077,427 -$35,354,793 +$17,722,634 BIL, FTSM, LMBS, JAAA, UCON 13F-HR 15 May 2023, 14:04
Q4 2022 33 $121,794,025 +$58,299,151 -$60,613,623 -$2,314,472 FTSM, VTIP, LMBS, JAAA, FTCS 13F-HR 02 Feb 2023, 21:28
Q3 2022 30 $120,396,000 +$36,590,179 -$36,497,205 +$92,974 LMBS, VTIP, MINT, UCON, DIVO 13F-HR 13 Oct 2022, 20:14
Q2 2022 33 $124,847,000 +$18,338,228 -$24,566,939 -$6,228,711 FTSL, UCON, VTIP, MINT, ALTL 13F-HR 12 Aug 2022, 14:19
Q1 2022 31 $143,744,000 +$53,732,310 -$58,864,513 -$5,132,203 FTSL, HYLS, UCON, ALTL, MINT 13F-HR 22 Apr 2022, 20:06
Q4 2021 39 $151,057,000 +$32,191,621 -$29,179,521 +$3,012,100 FTSL, HYLS, HYD, AOA, TIP 13F-HR 14 Jan 2022, 20:00
Q3 2021 39 $146,509,000 +$28,992,755 -$29,455,706 -$462,951 FTSL, HYLS, HYD, TIP, IGIB 13F-HR 28 Oct 2021, 15:43
Q2 2021 35 $147,777,000 +$32,158,360 -$29,286,698 +$2,871,662 TIP, FTSL, HYLS, DIVO, IGIB 13F-HR 10 Aug 2021, 16:51
Q1 2021 37 $142,687,000 +$62,777,774 -$47,962,182 +$14,815,592 FTSL, TIP, HYLS, DIVO, IGIB 13F-HR 10 Aug 2021, 16:51
Q4 2020 31 $125,098,000 $0 $0 $0 FTSL, HYLS, BNDW, USMV, IGIB 13F-HR 10 Aug 2021, 10:28