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

About Riverglades Family Offices LLC

Investment Activity

Riverglades Family Offices LLC has $138.98 million in total holdings as of March 31, 2025.
Riverglades Family Offices LLC owns shares of 82 different stocks, but just 25 companies or ETFs make up 80% of its holdings.
Approximately 1.66% of the portfolio was purchased this quarter.
About 1.74% of the portfolio was sold this quarter.
This quarter, Riverglades Family Offices LLC has purchased 81 new stocks and bought additional shares in 19 stocks.
Riverglades Family Offices LLC sold shares of 24 stocks and completely divested from 3 stocks this quarter.

Largest Holdings

iShares Core S&P 500 ETF: $28,848,772
iShares Core S&P Mid-Cap ETF: $9,721,793
Vanguard FTSE Developed Markets ETF: $9,383,009
Vanguard FTSE Emerging Markets ETF: $6,037,773
SPDR Bloomberg Investment Grade Floating Rate ETF: $5,584,113

Largest New Holdings this Quarter

871829107 - Sysco: $322,672 Holding
67066G104 - NVIDIA: $248,191 Holding
98138H101 - Workday: $233,530 Holding
78464A763 - SPDR S&P Dividend ETF: $200,128 Holding

Largest Purchases this Quarter

SPDR Bloomberg Investment Grade Floating Rate ETF: 15,354 shares (about $473.21K)
Sysco: 4,300 shares (about $322.67K)
Vanguard Intermediate-Term Corporate Bond ETF: 3,800 shares (about $310.69K)
NVIDIA: 2,290 shares (about $248.19K)
Workday: 1,000 shares (about $233.53K)

Largest Sales this Quarter

SPDR Nuveen Bloomberg Short Term Municipal Bond ETF: 18,346 shares (about $873.26K)
iShares MSCI EAFE ETF: 1,345 shares (about $109.93K)
iShares MSCI Emerging Markets ETF: 1,860 shares (about $81.28K)
SPDR Portfolio Short Term Corporate Bond ETF: 2,596 shares (about $78.14K)
Health Care Select Sector SPDR Fund: 500 shares (about $73.01K)

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	$28,848,772	$22,476 ▼	-0.1%	51,341	20.8%	ETF
IJH iShares Core S&P Mid-Cap ETF	$9,721,793	$24,857 ▲	0.3%	166,612	7.0%	ETF
VEA Vanguard FTSE Developed Markets ETF	$9,383,009	$142,273 ▲	1.5%	184,596	6.8%	ETF
VWO Vanguard FTSE Emerging Markets ETF	$6,037,773	$11,541 ▼	-0.2%	133,402	4.3%	ETF
FLRN SPDR Bloomberg Investment Grade Floating Rate ETF	$5,584,113	$473,210 ▲	9.3%	181,185	4.0%	ETF
IAU iShares Gold Trust	$5,382,282	$3,243 ▼	-0.1%	91,287	3.9%	Finance
XLK Technology Select Sector SPDR Fund	$4,812,843	$36,547 ▲	0.8%	23,309	3.5%	ETF
AGG iShares Core U.S. Aggregate Bond ETF	$4,107,555	$7,617 ▼	-0.2%	41,524	3.0%	Finance
VB Vanguard Small-Cap ETF	$3,878,851	$23,284 ▼	-0.6%	17,492	2.8%	ETF
VTEB Vanguard Tax-Exempt Bond ETF	$3,545,474	$61,727 ▼	-1.7%	71,453	2.6%	ETF
SPSB SPDR Portfolio Short Term Corporate Bond ETF	$2,808,391	$78,140 ▼	-2.7%	93,302	2.0%	ETF
DJP iPath Bloomberg Commodity Index Total Return ETN	$2,655,136	$63,558 ▼	-2.3%	75,195	1.9%	Finance
BNDX Vanguard Total International Bond ETF	$2,637,013	$8,544 ▲	0.3%	54,015	1.9%	ETF
XLV Health Care Select Sector SPDR Fund	$2,455,305	$73,005 ▼	-2.9%	16,816	1.8%	ETF
IYR iShares U.S. Real Estate ETF	$2,369,143	$37,343 ▼	-1.6%	24,743	1.7%	ETF
XLF Financial Select Sector SPDR Fund	$2,218,139	$52,799 ▼	-2.3%	44,532	1.6%	ETF
IJR iShares Core S&P Small-Cap ETF	$1,998,647	$1,150 ▲	0.1%	19,113	1.4%	ETF
XLI Industrial Select Sector SPDR Fund	$1,946,652	$1,966 ▲	0.1%	14,852	1.4%	ETF
XLY Consumer Discretionary Select Sector SPDR Fund	$1,921,681	$36,333 ▲	1.9%	9,732	1.4%	Finance
EFA iShares MSCI EAFE ETF	$1,860,257	$109,927 ▼	-5.6%	22,761	1.3%	Finance
AAPL Apple	$1,744,021	$4,443 ▼	-0.3%	7,851	1.3%	Computer and Technology
SHM SPDR Nuveen Bloomberg Short Term Municipal Bond ETF	$1,476,103	$873,257 ▼	-37.2%	31,011	1.1%	Finance
SPY SPDR S&P 500 ETF Trust	$1,449,073		0.0%	2,590	1.0%	Finance
XLC Communication Services Select Sector SPDR Fund	$1,447,136	$17,361 ▲	1.2%	15,004	1.0%	ETF
VGK Vanguard FTSE Europe ETF	$1,223,691	$562 ▼	0.0%	17,429	0.9%	ETF
XLP Consumer Staples Select Sector SPDR Fund	$1,108,681	$2,450 ▼	-0.2%	13,575	0.8%	ETF
MPC Marathon Petroleum	$946,985		0.0%	6,500	0.7%	Energy
HYG iShares iBoxx $ High Yield Corporate Bond ETF	$932,796		0.0%	11,824	0.7%	ETF
MSFT Microsoft	$863,397		0.0%	2,300	0.6%	Computer and Technology
UNH UnitedHealth Group	$838,000		0.0%	1,600	0.6%	Medical
EPD Enterprise Products Partners	$775,777		0.0%	22,723	0.6%	Energy
META Meta Platforms	$772,323	$121,036 ▲	18.6%	1,340	0.6%	Computer and Technology
PANW Palo Alto Networks	$760,714	$7,167 ▼	-0.9%	4,458	0.5%	Computer and Technology
EEM iShares MSCI Emerging Markets ETF	$734,248	$81,282 ▼	-10.0%	16,802	0.5%	Finance
VPL Vanguard FTSE Pacific ETF	$699,602	$1,087 ▼	-0.2%	9,655	0.5%	ETF
VTI Vanguard Total Stock Market ETF	$688,475	$57,167 ▼	-7.7%	2,505	0.5%	ETF
OKE ONEOK	$684,618		0.0%	6,900	0.5%	Energy
AJG Arthur J. Gallagher & Co.	$669,629	$26,578 ▲	4.1%	1,940	0.5%	Finance
AMZN Amazon.com	$640,035	$3,044 ▲	0.5%	3,364	0.5%	Retail/Wholesale
XLE Energy Select Sector SPDR Fund	$638,077	$4,205 ▲	0.7%	6,828	0.5%	ETF
GOOGL Alphabet	$627,839	$3,866 ▼	-0.6%	4,060	0.5%	Computer and Technology
HUBB Hubbell	$612,184		0.0%	1,850	0.4%	Industrials
RTX RTX	$609,316		0.0%	4,600	0.4%	Aerospace
XOM Exxon Mobil	$591,677		0.0%	4,975	0.4%	Energy
CBOE Cboe Global Markets	$565,725		0.0%	2,500	0.4%	Financial Services
VCIT Vanguard Intermediate-Term Corporate Bond ETF	$562,836	$310,688 ▲	123.2%	6,884	0.4%	ETF
SLV iShares Silver Trust	$506,687		0.0%	16,350	0.4%	ETF
SLB Schlumberger	$501,600		0.0%	12,000	0.4%	Energy
GDX VanEck Gold Miners ETF	$485,685	$64,360 ▼	-11.7%	10,565	0.3%	ETF
XLB Materials Select Sector SPDR Fund	$474,524	$8,598 ▲	1.8%	5,519	0.3%	ETF
BAC Bank of America	$471,549		0.0%	11,300	0.3%	Finance
CME CME Group	$450,993		0.0%	1,700	0.3%	Finance
AMAT Applied Materials	$449,872	$58,048 ▲	14.8%	3,100	0.3%	Computer and Technology
CRM Salesforce	$409,249		0.0%	1,525	0.3%	Computer and Technology
CHH Choice Hotels International	$398,340		0.0%	3,000	0.3%	Consumer Discretionary
PM Philip Morris International	$390,476		0.0%	2,460	0.3%	Consumer Staples
MDLZ Mondelez International	$386,745		0.0%	5,700	0.3%	Consumer Staples
NOW ServiceNow	$378,167		0.0%	475	0.3%	Computer and Technology
LPLA LPL Financial	$359,854		0.0%	1,100	0.3%	Finance
AON AON	$359,181		0.0%	900	0.3%	Finance
VNQ Vanguard Real Estate ETF	$353,469	$4,346 ▲	1.2%	3,904	0.3%	ETF
GOOG Alphabet	$351,518	$6,249 ▼	-1.7%	2,250	0.3%	Computer and Technology
KLAC KLA	$336,501		0.0%	495	0.2%	Computer and Technology
AGI Alamos Gold	$334,250		0.0%	12,500	0.2%	Basic Materials
ET Energy Transfer	$331,832		0.0%	17,850	0.2%	Energy
AEM Agnico Eagle Mines	$325,230		0.0%	3,000	0.2%	Basic Materials
SYY Sysco	$322,672	$322,672 ▲	New Holding	4,300	0.2%	Consumer Staples
NVS Novartis	$312,144		0.0%	2,800	0.2%	Medical
BRK.B Berkshire Hathaway	$306,234		0.0%	575	0.2%	Finance
IGIB iShares 5-10 Year Investment Grade Corporate Bond ETF	$279,669		0.0%	5,325	0.2%	Manufacturing
VEEV Veeva Systems	$277,956		0.0%	1,200	0.2%	Medical
GD General Dynamics	$272,580		0.0%	1,000	0.2%	Aerospace
BSV Vanguard Short-Term Bond ETF	$264,587		0.0%	3,380	0.2%	ETF
XLU Utilities Select Sector SPDR Fund	$261,782	$2,366 ▲	0.9%	3,320	0.2%	ETF
NVDA NVIDIA	$248,191	$248,191 ▲	New Holding	2,290	0.2%	Computer and Technology
WDAY Workday	$233,530	$233,530 ▲	New Holding	1,000	0.2%	Computer and Technology
ETN Eaton	$230,784		0.0%	849	0.2%	Industrials
VAL Valaris	$227,708	$23,556 ▲	11.5%	5,800	0.2%	Energy
DVY iShares Select Dividend ETF	$221,579		0.0%	1,650	0.2%	ETF
AVGO Broadcom	$219,334		0.0%	1,310	0.2%	Computer and Technology
LQD iShares iBoxx $ Investment Grade Corporate Bond ETF	$213,685	$2,174 ▼	-1.0%	1,966	0.2%	Finance
SDY SPDR S&P Dividend ETF	$200,128	$200,128 ▲	New Holding	1,475	0.1%	ETF
STZ Constellation Brands	$0	$337,025 ▼	-100.0%	0	0.0%	Consumer Staples
FTDR Frontdoor	$0	$218,680 ▼	-100.0%	0	0.0%	Construction
TSLA Tesla	$0	$214,036 ▼	-100.0%	0	0.0%	Auto/Tires/Trucks

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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Advanced Stock Screeners and Research Tools

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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