Riverglades-Family-Offices

AI_NATIVE detailed information: This accession holds the following tickers:[
  "DJP",
  "GDX",
  null,
  "AGI.TO",
  "GOOGL",
  "AVGO",
  "GD",
  null,
  "HUBB",
  "AMAT",
  "META",
  "IJH",
  null,
  null,
  "MPC",
  "MSFT",
  "MDLZ",
  "NVS",
  "IJR",
  "KLAC",
  "OKE",
  null,
  null,
  "EEM",
  "PANW",
  null,
  "IVV",
  null,
  "IYR",
  "UNH",
  "AAPL",
  "SPY",
  "NVDA",
  "LPLA",
  null,
  null,
  null,
  "NOW",
  "SLB",
  "RTX",
  null,
  null,
  "VNQ",
  "VWO",
  "VCIT",
  "XLB",
  null,
  null,
  null,
  "AON",
  null,
  "SDY",
  "AJG",
  "AMZN",
  "VPL",
  "VEA",
  "VGK",
  "VAL",
  "BNDX",
  "VTEB",
  "BSV",
  "VB",
  "VEEV",
  "WDAY",
  "AEM",
  "ET",
  "DVY",
  "CRM",
  "SYY",
  "BAC",
  "BRK-B",
  "CBOE",
  "CHH",
  "CME",
  "EFA",
  "EPD",
  "ETN",
  "GOOG",
  "XOM",
  "PM",
  "XLK",
  "VTI"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-05-09
Total Holdings: 82
Total Value: 138984072
Accession Number: 0001619779-25-000002
Form Type: 13F-HR
CIK: riverglades-family-offices
Manager Name: Riverglades-Family-Offices

Data Enrichment

79% identified

65 identified17 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

82 positions • $139.0M total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

Page 3 of 5

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Alphabet Inc.

GOOGL|02079K305

Shares:—

Value:$627.8K

% of Portfolio:0.5% ($627.8K/$139.0M)

HUBBELL INC

HUBB|443510607

Shares:—

Value:$612.2K

% of Portfolio:0.4% ($612.2K/$139.0M)

RTX Corp

RTX|75513E101

Shares:—

Value:$609.3K

% of Portfolio:0.4% ($609.3K/$139.0M)

EXXON MOBIL CORP

XOM|30231G102

Shares:—

Value:$591.7K

% of Portfolio:0.4% ($591.7K/$139.0M)

Cboe Global Markets, Inc.

CBOE|12503M108

Shares:—

Value:$565.7K

% of Portfolio:0.4% ($565.7K/$139.0M)

92206C870

VCIT|92206C870

Shares:—

Value:$562.8K

% of Portfolio:0.4% ($562.8K/$139.0M)

46428Q109

Shares:—

Value:$506.7K

% of Portfolio:0.4% ($506.7K/$139.0M)

SCHLUMBERGER LIMITED/NV

SLB|806857108

Shares:—

Value:$501.6K

% of Portfolio:0.4% ($501.6K/$139.0M)

92189F106

GDX|92189F106

Shares:—

Value:$485.7K

% of Portfolio:0.3% ($485.7K/$139.0M)

81369Y100

XLB|81369Y100

Shares:—

Value:$474.5K

% of Portfolio:0.3% ($474.5K/$139.0M)

BANK OF AMERICA CORP /DE/

BAC|060505104

Shares:—

Value:$471.5K

% of Portfolio:0.3% ($471.5K/$139.0M)

CME GROUP INC.

CME|12572Q105

Shares:—

Value:$451.0K

% of Portfolio:0.3% ($451.0K/$139.0M)

APPLIED MATERIALS INC /DE

AMAT|038222105

Shares:—

Value:$449.9K

% of Portfolio:0.3% ($449.9K/$139.0M)

Salesforce, Inc.

CRM|79466L302

Shares:—

Value:$409.2K

% of Portfolio:0.3% ($409.2K/$139.0M)

CHOICE HOTELS INTERNATIONAL INC /DE

CHH|169905106

Shares:—

Value:$398.3K

% of Portfolio:0.3% ($398.3K/$139.0M)

Philip Morris International Inc.

PM|718172109

Shares:—

Value:$390.5K

% of Portfolio:0.3% ($390.5K/$139.0M)

Mondelez International, Inc.

MDLZ|609207105

Shares:—

Value:$386.7K

% of Portfolio:0.3% ($386.7K/$139.0M)

ServiceNow, Inc.

NOW|81762P102

Shares:—

Value:$378.2K

% of Portfolio:0.3% ($378.2K/$139.0M)

LPL Financial Holdings Inc.

LPLA|50212V100

Shares:—

Value:$359.9K

% of Portfolio:0.3% ($359.9K/$139.0M)

Aon plc

AON|G0403H108

Shares:—

Value:$359.2K

% of Portfolio:0.3% ($359.2K/$139.0M)

Instrument	Shares		Other Manager	Value	% of Portfolio
Alphabet Inc.(GOOGLcusip02079K305)	—	QoQ - YoY -	All Managers (Combined)	$627.8K	0.5% ($627.8K/$139.0M)	QoQ -18.80% (-$145.5K) YoY +5.54% (+$33.0K)
HUBBELL INC(HUBBcusip443510607)	—	QoQ - YoY -	All Managers (Combined)	$612.2K	0.4% ($612.2K/$139.0M)	QoQ -21.00% (-$162.8K) YoY -19.13% (-$144.9K)
RTX Corp(RTXcusip75513E101)	—	QoQ - YoY -	All Managers (Combined)	$609.3K	0.4% ($609.3K/$139.0M)	QoQ +14.46% (+$77.0K) YoY +25.26% (+$122.9K)
EXXON MOBIL CORP(XOMcusip30231G102)	—	QoQ - YoY -	All Managers (Combined)	$591.7K	0.4% ($591.7K/$139.0M)	QoQ +10.56% (+$56.5K) YoY +0.41% (+$2.4K)
Cboe Global Markets, Inc.(CBOEcusip12503M108)	—	QoQ - YoY NEW	All Managers (Combined)	$565.7K	0.4% ($565.7K/$139.0M)	QoQ +15.80% (+$77.2K) YoY NEW(+$565.7K)
(VCITcusip92206C870)	—	QoQ - YoY -	All Managers (Combined)	$562.8K	0.4% ($562.8K/$139.0M)	QoQ +127.35% (+$315.3K) YoY +129.99% (+$318.1K)
(cusip46428Q109)✕	—	QoQ - YoY -	All Managers (Combined)	$506.7K	0.4% ($506.7K/$139.0M)	QoQ +17.69% (+$76.2K) YoY +18.74% (+$80.0K)
SCHLUMBERGER LIMITED/NV(SLBcusip806857108)	—	QoQ - YoY -	All Managers (Combined)	$501.6K	0.4% ($501.6K/$139.0M)	QoQ +9.02% (+$41.5K) YoY +3.46% (+$16.8K)
(GDXcusip92189F106)	—	QoQ - YoY -	All Managers (Combined)	$485.7K	0.3% ($485.7K/$139.0M)	QoQ +19.70% (+$79.9K) YoY +14.34% (+$60.9K)
(XLBcusip81369Y100)	—	QoQ - YoY -	All Managers (Combined)	$474.5K	0.3% ($474.5K/$139.0M)	QoQ +4.07% (+$18.6K) YoY +13.71% (+$57.2K)
BANK OF AMERICA CORP /DE/(BACcusip060505104)	—	QoQ - YoY -	All Managers (Combined)	$471.5K	0.3% ($471.5K/$139.0M)	QoQ -5.05% (-$25.1K) YoY +9.01% (+$39.0K)
CME GROUP INC.(CMEcusip12572Q105)	—	QoQ - YoY -	All Managers (Combined)	$451.0K	0.3% ($451.0K/$139.0M)	QoQ +14.23% (+$56.2K) YoY +91.93% (+$216.0K)
APPLIED MATERIALS INC /DE(AMATcusip038222105)	—	QoQ - YoY -	All Managers (Combined)	$449.9K	0.3% ($449.9K/$139.0M)	QoQ +2.45% (+$10.8K) YoY -19.24% (-$107.2K)
Salesforce, Inc.(CRMcusip79466L302)	—	QoQ - YoY -	All Managers (Combined)	$409.2K	0.3% ($409.2K/$139.0M)	QoQ -19.73% (-$100.6K) YoY -2.47% (-$10.4K)
CHOICE HOTELS INTERNATIONAL INC /DE(CHHcusip169905106)	—	QoQ - YoY -	All Managers (Combined)	$398.3K	0.3% ($398.3K/$139.0M)	QoQ -6.47% (-$27.6K) YoY +27.16% (+$85.1K)
Philip Morris International Inc.(PMcusip718172109)	—	QoQ - YoY -	All Managers (Combined)	$390.5K	0.3% ($390.5K/$139.0M)	QoQ +31.89% (+$94.4K) YoY +59.59% (+$145.8K)
Mondelez International, Inc.(MDLZcusip609207105)	—	QoQ - YoY -	All Managers (Combined)	$386.7K	0.3% ($386.7K/$139.0M)	QoQ +13.59% (+$46.3K) YoY -3.34% (-$13.4K)
ServiceNow, Inc.(NOWcusip81762P102)	—	QoQ - YoY -	All Managers (Combined)	$378.2K	0.3% ($378.2K/$139.0M)	QoQ -24.90% (-$125.4K) YoY +10.12% (+$34.8K)
LPL Financial Holdings Inc.(LPLAcusip50212V100)	—	QoQ - YoY NEW	All Managers (Combined)	$359.9K	0.3% ($359.9K/$139.0M)	QoQ +0.19% (+$693) YoY NEW(+$359.9K)
Aon plc(AONcusipG0403H108)	—	QoQ - YoY -	All Managers (Combined)	$359.2K	0.3% ($359.2K/$139.0M)	QoQ +11.11% (+$35.9K) YoY +47.80% (+$116.2K)