Riverglades Family Offices LLC Top Holdings and 13F Report (2025)

About Riverglades Family Offices LLC

Investment Activity

Riverglades Family Offices LLC has $140.09 million in total holdings as of December 31, 2024.
Riverglades Family Offices LLC owns shares of 81 different stocks, but just 24 companies or ETFs make up 80% of its holdings.
Approximately 3.40% of the portfolio was purchased this quarter.
About 1.54% of the portfolio was sold this quarter.
This quarter, Riverglades Family Offices LLC has purchased 82 new stocks and bought additional shares in 31 stocks.
Riverglades Family Offices LLC sold shares of 8 stocks and completely divested from 5 stocks this quarter.

Largest Holdings

iShares Core S&P 500 ETF: $30,247,131
iShares Core S&P Mid-Cap ETF: $10,355,032
Vanguard FTSE Developed Markets ETF: $8,693,524
Vanguard FTSE Emerging Markets ETF: $5,886,252
Technology Select Sector SPDR Fund: $5,378,653

Largest New Holdings this Quarter

KLA: $311,910 Holding
Valaris: $230,048 Holding
Frontdoor: $218,680 Holding
Tesla: $214,036 Holding

Largest Purchases this Quarter

Vanguard Tax-Exempt Bond ETF: 25,950 shares (about $1.30M)
SPDR Portfolio Short Term Corporate Bond ETF: 16,872 shares (about $503.80K)
SPDR Bloomberg Barclays Investment Grade Floating Rate ETF: 14,478 shares (about $444.91K)
KLA: 495 shares (about $311.91K)
Valaris: 5,200 shares (about $230.05K)

Largest Sales this Quarter

iShares Core U.S. Aggregate Bond ETF: 8,118 shares (about $786.63K)
Veeva Systems: 175 shares (about $36.79K)
iShares iBoxx $ Investment Grade Corporate Bond ETF: 340 shares (about $36.33K)
Marathon Petroleum: 200 shares (about $27.90K)
iShares Core S&P 500 ETF: 47 shares (about $27.67K)

Sector Allocation Over Time

Selling

Neutral

Buying

Latest 13F Holdings and Changes Since Previous Quarterly Filing

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
IVV iShares Core S&P 500 ETF	$30,247,131	$27,668 ▼	-0.1%	51,381	21.6%	ETF
IJH iShares Core S&P Mid-Cap ETF	$10,355,032	$59,257 ▲	0.6%	166,186	7.4%	ETF
VEA Vanguard FTSE Developed Markets ETF	$8,693,524	$74,360 ▲	0.9%	181,797	6.2%	ETF
VWO Vanguard FTSE Emerging Markets ETF	$5,886,252	$15,414 ▲	0.3%	133,657	4.2%	ETF
XLK Technology Select Sector SPDR Fund	$5,378,653	$127,886 ▲	2.4%	23,132	3.8%	ETF
FLRN SPDR Bloomberg Barclays Investment Grade Floating Rate ETF	$5,095,989	$444,909 ▲	9.6%	165,831	3.6%	ETF
IAU iShares Gold Trust	$4,522,343	$23,270 ▲	0.5%	91,342	3.2%	Finance
VB Vanguard Small-Cap ETF	$4,228,208		0.0%	17,597	3.0%	ETF
AGG iShares Core U.S. Aggregate Bond ETF	$4,031,137	$786,634 ▼	-16.3%	41,601	2.9%	Finance
VTEB Vanguard Tax-Exempt Bond ETF	$3,644,313	$1,300,878 ▲	55.5%	72,697	2.6%	ETF
SPSB SPDR Portfolio Short Term Corporate Bond ETF	$2,863,515	$503,798 ▲	21.3%	95,898	2.0%	ETF
BNDX Vanguard Total International Bond ETF	$2,640,852		0.0%	53,840	1.9%	ETF
DJP iPath Bloomberg Commodity Index Total Return ETN	$2,470,770	$28,881 ▲	1.2%	76,995	1.8%	Finance
XLV Health Care Select Sector SPDR Fund	$2,382,163	$100,426 ▲	4.4%	17,316	1.7%	ETF
SHM SPDR Nuveen Barclays Short Term Municipal Bond ETF	$2,339,031	$131,081 ▲	5.9%	49,357	1.7%	Finance
IYR iShares U.S. Real Estate ETF	$2,338,877		0.0%	25,133	1.7%	ETF
XLF Financial Select Sector SPDR Fund	$2,203,462	$12,324 ▲	0.6%	45,592	1.6%	ETF
IJR iShares Core S&P Small-Cap ETF	$2,200,933	$86,991 ▲	4.1%	19,102	1.6%	ETF
XLY Consumer Discretionary Select Sector SPDR Fund	$2,142,094	$76,279 ▲	3.7%	9,548	1.5%	Finance
AAPL Apple	$1,971,134		0.0%	7,871	1.4%	Computer and Technology
XLI Industrial Select Sector SPDR Fund	$1,954,924	$65,880 ▲	3.5%	14,837	1.4%	ETF
EFA iShares MSCI EAFE ETF	$1,822,655		0.0%	24,106	1.3%	Finance
SPY SPDR S&P 500 ETF Trust	$1,517,827	$586 ▲	0.0%	2,590	1.1%	Finance
XLC Communication Services Select Sector SPDR Fund	$1,435,112	$17,910 ▲	1.3%	14,824	1.0%	ETF
VGK Vanguard FTSE Europe ETF	$1,106,727	$15,233 ▼	-1.4%	17,437	0.8%	ETF
XLP Consumer Staples Select Sector SPDR Fund	$1,069,495	$55,420 ▲	5.5%	13,605	0.8%	ETF
MSFT Microsoft	$969,450		0.0%	2,300	0.7%	Computer and Technology
HYG iShares iBoxx $ High Yield Corporate Bond ETF	$929,958		0.0%	11,824	0.7%	ETF
MPC Marathon Petroleum	$906,750	$27,900 ▼	-3.0%	6,500	0.6%	Oils/Energy
PANW Palo Alto Networks	$818,820	$218,352 ▲	36.4%	4,500	0.6%	Computer and Technology
UNH UnitedHealth Group	$809,376		0.0%	1,600	0.6%	Medical
VTI Vanguard Total Stock Market ETF	$786,255	$144,905 ▲	22.6%	2,713	0.6%	ETF
EEM iShares MSCI Emerging Markets ETF	$780,445		0.0%	18,662	0.6%	Finance
HUBB Hubbell	$774,947		0.0%	1,850	0.6%	Industrial Products
GOOGL Alphabet	$773,291	$2,840 ▼	-0.4%	4,085	0.6%	Computer and Technology
AMZN Amazon.com	$734,518	$5,485 ▲	0.8%	3,348	0.5%	Retail/Wholesale
EPD Enterprise Products Partners	$712,599		0.0%	22,723	0.5%	Oils/Energy
OKE ONEOK	$692,760		0.0%	6,900	0.5%	Oils/Energy
VPL Vanguard FTSE Pacific ETF	$686,957	$12,787 ▼	-1.8%	9,670	0.5%	ETF
META Meta Platforms	$661,627		0.0%	1,130	0.5%	Computer and Technology
XLE Energy Select Sector SPDR Fund	$581,032	$6,425 ▲	1.1%	6,783	0.4%	ETF
XOM Exxon Mobil	$535,161		0.0%	4,975	0.4%	Oils/Energy
RTX RTX	$532,312		0.0%	4,600	0.4%	Aerospace
AJG Arthur J. Gallagher & Co.	$528,931	$25,836 ▲	5.1%	1,863	0.4%	Finance
CRM Salesforce	$509,854		0.0%	1,525	0.4%	Computer and Technology
NOW ServiceNow	$503,557		0.0%	475	0.4%	Computer and Technology
BAC Bank of America	$496,635		0.0%	11,300	0.4%	Finance
CBOE Cboe Global Markets	$488,500	$39,080 ▲	8.7%	2,500	0.3%	Financial Services
SLB Schlumberger	$460,080		0.0%	12,000	0.3%	Oils/Energy
XLB Materials Select Sector SPDR Fund	$455,955	$34,918 ▲	8.3%	5,419	0.3%	ETF
AMAT Applied Materials	$439,101		0.0%	2,700	0.3%	Computer and Technology
GOOG Alphabet	$436,108		0.0%	2,290	0.3%	Computer and Technology
SLV iShares Silver Trust	$430,496	$50,949 ▲	13.4%	16,350	0.3%	ETF
CHH Choice Hotels International	$425,940		0.0%	3,000	0.3%	Consumer Discretionary
GDX VanEck Gold Miners ETF	$405,742	$23,805 ▲	6.2%	11,965	0.3%	ETF
CME CME Group	$394,791		0.0%	1,700	0.3%	Finance
LPLA LPL Financial	$359,161		0.0%	1,100	0.3%	Finance
ET Energy Transfer	$349,682		0.0%	17,850	0.2%	Oils/Energy
VNQ Vanguard Real Estate ETF	$343,493	$30,287 ▲	9.7%	3,856	0.2%	ETF
MDLZ Mondelez International	$340,461		0.0%	5,700	0.2%	Consumer Staples
STZ Constellation Brands	$337,025	$5,525 ▲	1.7%	1,525	0.2%	Consumer Staples
AON AON	$323,244		0.0%	900	0.2%	Finance
KLAC KLA	$311,910	$311,910 ▲	New Holding	495	0.2%	Computer and Technology
AVGO Broadcom	$303,711		0.0%	1,310	0.2%	Computer and Technology
PM Philip Morris International	$296,061		0.0%	2,460	0.2%	Consumer Staples
ETN Eaton	$281,758		0.0%	849	0.2%	Industrial Products
IGIB iShares 5-10 Year Investment Grade Corporate Bond ETF	$274,291	$63,100 ▲	29.9%	5,325	0.2%	Manufacturing
NVS Novartis	$272,468		0.0%	2,800	0.2%	Medical
GD General Dynamics	$263,490		0.0%	1,000	0.2%	Aerospace
BSV Vanguard Short-Term Bond ETF	$261,173		0.0%	3,380	0.2%	ETF
BRK.B Berkshire Hathaway	$260,636		0.0%	575	0.2%	Finance
VEEV Veeva Systems	$252,300	$36,794 ▼	-12.7%	1,200	0.2%	Medical
XLU Utilities Select Sector SPDR Fund	$249,021	$15,895 ▲	6.8%	3,290	0.2%	ETF
VCIT Vanguard Intermediate-Term Corporate Bond ETF	$247,553		0.0%	3,084	0.2%	ETF
AEM Agnico Eagle Mines	$234,630		0.0%	3,000	0.2%	Basic Materials
AGI Alamos Gold	$230,500		0.0%	12,500	0.2%	Basic Materials
VAL Valaris	$230,048	$230,048 ▲	New Holding	5,200	0.2%	Oils/Energy
FTDR Frontdoor	$218,680	$218,680 ▲	New Holding	4,000	0.2%	Construction
DVY iShares Select Dividend ETF	$216,629		0.0%	1,650	0.2%	ETF
TSLA Tesla	$214,036	$214,036 ▲	New Holding	530	0.2%	Auto/Tires/Trucks
LQD iShares iBoxx $ Investment Grade Corporate Bond ETF	$212,185	$36,326 ▼	-14.6%	1,986	0.2%	Finance
CVS CVS Health	$0	$389,856 ▼	-100.0%	0	0.0%	Medical
BTU Peabody Energy	$0	$254,784 ▼	-100.0%	0	0.0%	Oils/Energy
SYY Sysco	$0	$241,986 ▼	-100.0%	0	0.0%	Consumer Staples
SDY SPDR S&P Dividend ETF	$0	$209,509 ▼	-100.0%	0	0.0%	ETF
CRGY Crescent Energy	$0	$111,690 ▼	-100.0%	0	0.0%	Oils/Energy

Showing largest 100 holdings. View all holdings.

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Riverglades Family Offices LLC Top Holdings and 13F Report (2025)

About Riverglades Family Offices LLC

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

Best-in-Class Portfolio Monitoring

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Riverglades Family Offices LLC Top Holdings and 13F Report (2025)

About Riverglades Family Offices LLC

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Map of 500 Largest Holdings ofRiverglades Family Offices LLC

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

MarketBeat All Access Features

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools