Riverglades Family Offices LLC Top Holdings and 13F Report (2024)

About Riverglades Family Offices LLC

Investment Activity

Riverglades Family Offices LLC has $139.70 million in total holdings as of September 30, 2024.
Riverglades Family Offices LLC owns shares of 82 different stocks, but just 25 companies or ETFs make up 80% of its holdings.
Approximately 3.50% of the portfolio was purchased this quarter.
About 0.80% of the portfolio was sold this quarter.
This quarter, Riverglades Family Offices LLC has purchased 80 new stocks and bought additional shares in 32 stocks.
Riverglades Family Offices LLC sold shares of 6 stocks and completely divested from 4 stocks this quarter.

Largest Holdings

iShares Core S&P 500 ETF: $29,664,731
iShares Core S&P Mid-Cap ETF: $10,297,427
Vanguard FTSE Developed Markets ETF: $9,518,558
Vanguard FTSE Emerging Markets ETF: $6,378,720
Technology Select Sector SPDR Fund: $5,098,113

Largest New Holdings this Quarter

LPL Financial: $255,893 Holding
Utilities Select Sector SPDR Fund: $248,803 Holding
Sysco: $241,986 Holding
Agnico Eagle Mines: $241,680 Holding
iShares Select Dividend ETF: $222,866 Holding

Largest Purchases this Quarter

SPDR Bloomberg Barclays Investment Grade Floating Rate ETF: 10,830 shares (about $334.11K)
iShares Core U.S. Aggregate Bond ETF: 3,117 shares (about $315.66K)
Technology Select Sector SPDR Fund: 1,397 shares (about $315.39K)
iShares Core S&P 500 ETF: 463 shares (about $267.07K)
LPL Financial: 1,100 shares (about $255.89K)

Largest Sales this Quarter

UnitedHealth Group: 200 shares (about $116.94K)
Amazon.com: 195 shares (about $36.33K)
VanEck Gold Miners ETF: 750 shares (about $29.86K)
iShares Silver Trust: 585 shares (about $16.62K)
SPDR Nuveen Barclays Short Term Municipal Bond ETF: 324 shares (about $15.60K)

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	$29,664,731	$267,068 ▲	0.9%	51,428	21.2%	ETF
IJH iShares Core S&P Mid-Cap ETF	$10,297,427	$86,749 ▲	0.8%	165,235	7.4%	ETF
VEA Vanguard FTSE Developed Markets ETF	$9,518,558	$220,534 ▲	2.4%	180,242	6.8%	ETF
VWO Vanguard FTSE Emerging Markets ETF	$6,378,720	$35,744 ▲	0.6%	133,307	4.6%	ETF
XLK Technology Select Sector SPDR Fund	$5,098,113	$315,387 ▲	6.6%	22,582	3.6%	ETF
AGG iShares Core U.S. Aggregate Bond ETF	$5,035,044	$315,659 ▲	6.7%	49,719	3.6%	Finance
FLRN SPDR Bloomberg Barclays Investment Grade Floating Rate ETF	$4,669,235	$334,105 ▲	7.7%	151,353	3.3%	ETF
IAU iShares Gold Trust	$4,516,339	$38,518 ▲	0.9%	90,872	3.2%	Finance
VB Vanguard Small-Cap ETF	$4,174,185		0.0%	17,597	3.0%	ETF
BNDX Vanguard Total International Bond ETF	$2,707,076	$157,628 ▲	6.2%	53,840	1.9%	ETF
IYR iShares U.S. Real Estate ETF	$2,560,299	$5,094 ▲	0.2%	25,133	1.8%	ETF
XLV Health Care Select Sector SPDR Fund	$2,554,576	$94,722 ▲	3.9%	16,586	1.8%	ETF
DJP iPath Bloomberg Commodity Index Total Return ETN	$2,453,303	$142,178 ▲	6.2%	76,095	1.8%	Finance
SPSB SPDR Portfolio Short Term Corporate Bond ETF	$2,392,908	$196,033 ▲	8.9%	79,026	1.7%	ETF
VTEB Vanguard Tax-Exempt Bond ETF	$2,389,691	$60,117 ▲	2.6%	46,747	1.7%	ETF
SHM SPDR Nuveen Barclays Short Term Municipal Bond ETF	$2,242,897	$15,597 ▼	-0.7%	46,591	1.6%	Finance
IJR iShares Core S&P Small-Cap ETF	$2,145,866	$20,819 ▲	1.0%	18,347	1.5%	ETF
XLF Financial Select Sector SPDR Fund	$2,054,673	$129,615 ▲	6.7%	45,337	1.5%	ETF
EFA iShares MSCI EAFE ETF	$2,015,985		0.0%	24,106	1.4%	Finance
XLI Industrial Select Sector SPDR Fund	$1,941,804	$131,377 ▲	7.3%	14,337	1.4%	ETF
XLY Consumer Discretionary Select Sector SPDR Fund	$1,845,007	$144,266 ▲	8.5%	9,208	1.3%	Finance
AAPL Apple	$1,834,000	$4,660 ▲	0.3%	7,871	1.3%	Computer and Technology
SPY SPDR S&P 500 ETF Trust	$1,485,597	$10,329 ▲	0.7%	2,589	1.1%	Finance
XLC Communication Services Select Sector SPDR Fund	$1,323,366	$131,984 ▲	11.1%	14,639	0.9%	ETF
VGK Vanguard FTSE Europe ETF	$1,256,835		0.0%	17,677	0.9%	ETF
PANW Palo Alto Networks	$1,127,940		0.0%	3,300	0.8%	Computer and Technology
MPC Marathon Petroleum	$1,091,497		0.0%	6,700	0.8%	Oils/Energy
XLP Consumer Staples Select Sector SPDR Fund	$1,070,700	$58,100 ▲	5.7%	12,900	0.8%	ETF
MSFT Microsoft	$989,690		0.0%	2,300	0.7%	Computer and Technology
HYG iShares iBoxx $ High Yield Corporate Bond ETF	$949,468	$3,212 ▲	0.3%	11,824	0.7%	ETF
UNH UnitedHealth Group	$935,488	$116,936 ▼	-11.1%	1,600	0.7%	Medical
EEM iShares MSCI Emerging Markets ETF	$855,840		0.0%	18,662	0.6%	Finance
HUBB Hubbell	$792,448		0.0%	1,850	0.6%	Industrial Products
VPL Vanguard FTSE Pacific ETF	$772,142		0.0%	9,850	0.6%	ETF
GOOGL Alphabet	$679,985	$99,510 ▲	17.1%	4,100	0.5%	Computer and Technology
EPD Enterprise Products Partners	$661,466		0.0%	22,723	0.5%	Oils/Energy
META Meta Platforms	$646,858		0.0%	1,130	0.5%	Computer and Technology
OKE ONEOK	$628,797		0.0%	6,900	0.5%	Oils/Energy
VTI Vanguard Total Stock Market ETF	$626,634	$58,897 ▲	10.4%	2,213	0.4%	ETF
AMZN Amazon.com	$619,175	$36,334 ▼	-5.5%	3,323	0.4%	Retail/Wholesale
XLE Energy Select Sector SPDR Fund	$588,963	$66,289 ▲	12.7%	6,708	0.4%	ETF
XOM Exxon Mobil	$583,170		0.0%	4,975	0.4%	Oils/Energy
RTX RTX	$557,336		0.0%	4,600	0.4%	Aerospace
AMAT Applied Materials	$545,535		0.0%	2,700	0.4%	Computer and Technology
SLB Schlumberger	$503,400	$41,950 ▲	9.1%	12,000	0.4%	Oils/Energy
AJG Arthur J. Gallagher & Co.	$498,711	$35,180 ▲	7.6%	1,772	0.4%	Finance
XLB Materials Select Sector SPDR Fund	$482,286	$43,853 ▲	10.0%	5,004	0.3%	ETF
CBOE Cboe Global Markets	$471,201		0.0%	2,300	0.3%	Financial Services
GDX VanEck Gold Miners ETF	$448,476	$29,864 ▼	-6.2%	11,263	0.3%	ETF
BAC Bank of America	$448,384		0.0%	11,300	0.3%	Finance
NOW ServiceNow	$424,836		0.0%	475	0.3%	Computer and Technology
MDLZ Mondelez International	$419,919		0.0%	5,700	0.3%	Consumer Staples
CRM Salesforce	$417,408		0.0%	1,525	0.3%	Computer and Technology
SLV iShares Silver Trust	$409,531	$16,620 ▼	-3.9%	14,415	0.3%	ETF
CHH Choice Hotels International	$390,900		0.0%	3,000	0.3%	Consumer Discretionary
CVS CVS Health	$389,856		0.0%	6,200	0.3%	Retail/Wholesale
STZ Constellation Brands	$386,535		0.0%	1,500	0.3%	Consumer Staples
GOOG Alphabet	$382,866		0.0%	2,290	0.3%	Computer and Technology
CME CME Group	$375,105		0.0%	1,700	0.3%	Finance
VNQ Vanguard Real Estate ETF	$342,529	$682 ▼	-0.2%	3,516	0.2%	ETF
NVS Novartis	$322,056		0.0%	2,800	0.2%	Medical
AON AON	$311,391		0.0%	900	0.2%	Finance
GD General Dynamics	$302,200		0.0%	1,000	0.2%	Aerospace
PM Philip Morris International	$298,644		0.0%	2,460	0.2%	Consumer Staples
VEEV Veeva Systems	$288,572		0.0%	1,375	0.2%	Computer and Technology
ET Energy Transfer	$286,493		0.0%	17,850	0.2%	Oils/Energy
ETN Eaton	$281,393		0.0%	849	0.2%	Industrial Products
BSV Vanguard Short-Term Bond ETF	$265,973	$9,836 ▲	3.8%	3,380	0.2%	ETF
BRK.B Berkshire Hathaway	$264,650		0.0%	575	0.2%	Finance
LQD iShares iBoxx $ Investment Grade Corporate Bond ETF	$262,792		0.0%	2,326	0.2%	Finance
VCIT Vanguard Intermediate-Term Corporate Bond ETF	$258,285		0.0%	3,084	0.2%	ETF
LPLA LPL Financial	$255,893	$255,893 ▲	New Holding	1,100	0.2%	Finance
BTU Peabody Energy	$254,784		0.0%	9,600	0.2%	Oils/Energy
AGI Alamos Gold	$249,250		0.0%	12,500	0.2%	Basic Materials
XLU Utilities Select Sector SPDR Fund	$248,803	$248,803 ▲	New Holding	3,080	0.2%	ETF
SYY Sysco	$241,986	$241,986 ▲	New Holding	3,100	0.2%	Consumer Staples
AEM Agnico Eagle Mines	$241,680	$241,680 ▲	New Holding	3,000	0.2%	Basic Materials
AVGO Broadcom	$225,975	$203,378 ▲	900.0%	1,310	0.2%	Computer and Technology
DVY iShares Select Dividend ETF	$222,866	$222,866 ▲	New Holding	1,650	0.2%	ETF
IGIB iShares 5-10 Year Investment Grade Corporate Bond ETF	$220,252	$10,207 ▲	4.9%	4,100	0.2%	Manufacturing
SDY SPDR S&P Dividend ETF	$209,509	$209,509 ▲	New Holding	1,475	0.1%	ETF
CRGY Crescent Energy	$111,690		0.0%	10,200	0.1%	Oils/Energy
JNJ Johnson & Johnson	$0	$277,704 ▼	-100.0%	0	0.0%	Medical
BUNGE GLOBAL SA	$0	$213,540 ▼	-100.0%	0	0.0%	COM SHS
ABNB Airbnb	$0	$208,492 ▼	-100.0%	0	0.0%	Consumer Discretionary
NTR Nutrien	$0	$203,640 ▼	-100.0%	0	0.0%	Basic Materials

Showing largest 100 holdings. View all holdings.

More Institutional Buying and Selling Information

SEC Filings and Trading Data

Get 30 Days of MarketBeat All Access for Free

Start Your 30-Day Trial

In-depth profiles and analysis for 20,000 public companies.
Real-time analyst ratings, insider transactions, earnings data, and more.
Our daily ratings and market update email newsletter.

Sign In
Create Account

Your Email Address:

Your Password:

Forgot your password?

Your Email Address:

Choose a Password:

By creating a free account, you agree to our terms of service. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.

Riverglades Family Offices LLC Top Holdings and 13F Report (2024)

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

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools

About MarketBeat

MarketBeat Products

Popular Tools

Financial Calendars

Terms & Info

Riverglades Family Offices LLC Top Holdings and 13F Report (2024)

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