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CIK: 0001619779
Total reported value
$218.0M
$218.0M
81 檔
27.8%
During the Q4 2024 filing period, RiverGlades Family Offices LLC (CIK: 0001619779) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $218.0M across 81 reported positions.
In Q4 2024, RiverGlades Family Offices LLC displayed an active expansion posture, initiating 4 new positions and adding to 17 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 21.59% | -2.39% | -0.09% | |
| 2 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 7.39% | -0.66% | +0.58% | |
| 3 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 6.21% | -1.02% | +0.86% | |
| 4 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 4.20% | -0.61% | +0.26% | |
| 5 | XLK | Ss Technology Select Sector | ETF-Tech | 3.84% | +0.35% | +2.44% | |
| 6 | FLRN | Ss Spdr Bb Ig Float Rt ETF | ETF-Other | 3.64% | -0.67% | +9.57% | |
| 7 | IAU | Ishares Gold Trust | ETF-Commodities | 3.23% | -1.36% | +0.52% | |
| 8 | VB | Vanguard Small-cap ETF | ETF-Other | 3.02% | -0.39% | — | |
| 9 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 2.88% | -0.63% | -16.33% | |
| 10 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 2.60% | +0.49% | +55.51% | |
| 11 | SPSB | Ss Spdr P St C CORP ETF | ETF-Other | 2.04% | -0.40% | +21.35% | |
| 12 | BNDX | Vanguard Total Intl Bond ETF | ETF-Other | 1.89% | -0.50% | — | |
| 13 | DJP | Ipath Bloomberg Commodity In | ETF-Commodities | 1.76% | -0.78% | +1.18% | |
| 14 | XLV | Ss Health Care Select Sector | ETF-Other | 1.70% | -0.20% | +4.40% | |
| 15 | SHM | Ss Spdr N Ice St Muni ETF | ETF-Other | 1.67% | -0.36% | +5.94% | |
| 16 | IYR | Ishares US Real Estate ETF | ETF-Other | 1.67% | -0.27% | — | |
| 17 | XLF | Ss Financial Select Sector | ETF-Other | 1.57% | -0.20% | +0.56% | |
| 18 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 1.57% | -0.08% | +4.12% | |
| 19 | XLY | Ss Consumer Disc Select Sect | ETF-Other | 1.53% | -0.19% | +3.69% | |
| 20 | AAPL | Apple Inc | Stock-Tech | 1.41% | +0.33% | — | |
| 21 | XLI | Ss Industrial Select Sector | ETF-Other | 1.40% | -0.16% | +3.49% | |
| 22 | EFA | Ishares Msci Eafe ETF | ETF-Other | 1.30% | -0.36% | — | |
| 23 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.08% | -0.10% | +0.04% | |
| 24 | XLC | Ss Comm Select Sector Spdr | ETF-Other | 1.02% | -0.19% | +1.26% | |
| 25 | VGK | Vanguard Ftse Europe ETF | ETF-Other | 0.79% | -0.13% | -1.36% | |
| 26 | XLP | Ss Consumer Staples Sel Sect | ETF-Other | 0.76% | -0.12% | +5.47% | |
| 27 | MSFT | Microsoft CORP | Stock-Tech | 0.69% | +0.25% | — | |
| 28 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-High Yield | 0.66% | -0.12% | — | |
| 29 | MPC | Marathon Petroleum CORP | Stock-Energy | 0.65% | -0.16% | -2.99% | |
| 30 | PANW | Palo Alto Networks Inc | Stock-Tech | 0.58% | +0.26% | +36.36% | |
| 31 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.58% | -0.16% | EXIT | |
| 32 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.56% | -0.09% | +22.59% | |
| 33 | EEM | Ishares Msci Emerging Market | ETF-Emerging Markets | 0.56% | -0.10% | — | |
| 34 | HUBB | Hubbell Inc | Stock-Industrials | 0.55% | -0.09% | — | |
| 35 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.55% | +0.06% | -0.37% | |
| 36 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.52% | +0.27% | +0.75% | |
| 37 | EPD | Enterprise Products Partners | Stock-Energy | 0.51% | -0.13% | — | |
| 38 | OKE | Oneok Inc | Stock-Energy | 0.49% | -0.11% | — | |
| 39 | VPL | Vanguard Ftse Pacific ETF | ETF-Other | 0.49% | -0.03% | -1.83% | |
| 40 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.47% | +0.08% | — | |
| 41 | XLE | Ss Energy Select Sector | ETF-Other | 0.41% | -0.16% | +1.12% | |
| 42 | XOM | Exxon Mobil CORP | Stock-Energy | 0.38% | -0.06% | — | |
| 43 | RTX | Rtx CORP | Stock-Industrials | 0.38% | -0.13% | — | |
| 44 | AJG | Arthur J Gallagher & Co | Stock-Financials | 0.38% | -0.07% | +5.14% | |
| 45 | CRM | Salesforce Inc | Stock-Tech | 0.36% | -0.17% | EXIT | |
| 46 | NOW | Servicenow Inc | Stock-Tech | 0.36% | +0.01% | — | |
| 47 | BAC | Bank Of America CORP | Stock-Financials | 0.35% | -0.03% | — | |
| 48 | CBOE | Cboe Global Markets Inc | Stock-Financials | 0.35% | -0.03% | +8.70% | |
| 49 | SLB | Slb LTD | Stock-Energy | 0.33% | -0.42% | EXIT | |
| 50 | XLB | Ss Materials Select Sector | ETF-Other | 0.33% | -0.07% | +8.29% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | VTEB | Vanguard Tax-exempt Bond ETF | +0.9% | +55.51% | Add |
| 2 | IVV | Ishares Core S&p 500 ETF | +0.4% | -0.09% | Trim |
| 3 | SPSB | Ss Spdr P St C CORP ETF | +0.3% | +21.35% | Add |
| 4 | FLRN | Ss Spdr Bb Ig Float Rt ETF | +0.3% | +9.57% | Add |
| 5 | KLAC | Kla CORP | +0.2% | NEW | New buy |
| 6 | XLY | Ss Consumer Disc Select Sect | +0.2% | +3.69% | Add |
| 7 | XLK | Ss Technology Select Sector | +0.2% | +2.44% | Add |
| 8 | VAL | Valaris Limited | +0.2% | NEW | New buy |
| 9 | FTDR | Frontdoor Inc | +0.2% | NEW | New buy |
| 10 | TSLA | Tesla Inc | +0.2% | NEW | New buy |
| 11 | VTI | Vanguard Total Stock Mkt ETF | +0.1% | +22.59% | Add |
| 12 | XLF | Ss Financial Select Sector | +0.1% | +0.56% | Add |
| 13 | AAPL | Apple Inc | +0.1% | — | Unchanged |
| 14 | AMZN | Amazon.com Inc | +0.1% | +0.75% | Add |
| 15 | LPLA | Lpl Financial Holdings Inc | +0.1% | — | Unchanged |
| 16 | XLC | Ss Comm Select Sector Spdr | +0.1% | +1.26% | Add |
| 17 | SHM | Ss Spdr N Ice St Muni ETF | +0.1% | +5.94% | Add |
| 18 | GOOGL | Alphabet Inc-cl A | +0.1% | -0.37% | Trim |
| 19 | CRM | Salesforce Inc | +0.1% | — | Unchanged |
| 20 | NOW | Servicenow Inc | +0.1% | — | Unchanged |
| 21 | AVGO | Broadcom Inc | +0.1% | — | Unchanged |
| 22 | OKE | Oneok Inc | 0% | — | Unchanged |
| 23 | ET | Energy Transfer LP | 0% | — | Unchanged |
| 24 | IGIB | Ishares 5-10y Inv Grade CORP | 0% | +29.88% | Add |
| 25 | GOOG | Alphabet Inc-cl C | 0% | — | Unchanged |
| 26 | EPD | Enterprise Products Partners | 0% | — | Unchanged |
| 27 | IJR | Ishares Core S&p Small-cap E | 0% | +4.12% | Add |
| 28 | VB | Vanguard Small-cap ETF | 0% | — | Unchanged |
| 29 | IJH | Ishares Core S&p Midcap ETF | 0% | +0.58% | Add |
| 30 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | 0% | -14.62% | Trim |
| 31 | EEM | Ishares Msci Emerging Market | -0.1% | — | Unchanged |
| 32 | BNDX | Vanguard Total Intl Bond ETF | -0.1% | — | Unchanged |
| 33 | VPL | Vanguard Ftse Pacific ETF | -0.1% | -1.83% | Trim |
| 34 | MDLZ | Mondelez International Inc-a | -0.1% | — | Unchanged |
| 35 | CRGY | Crescent Energy Inc-a | -0.1% | EXIT | Sold out |
| 36 | AMAT | Applied Materials Inc | -0.1% | — | Unchanged |
| 37 | UNH | Unitedhealth Group Inc | -0.1% | — | Unchanged |
| 38 | VGK | Vanguard Ftse Europe ETF | -0.1% | -1.36% | Trim |
| 39 | MPC | Marathon Petroleum CORP | -0.1% | -2.99% | Trim |
| 40 | XLV | Ss Health Care Select Sector | -0.1% | +4.40% | Add |
| 41 | EFA | Ishares Msci Eafe ETF | -0.1% | — | Unchanged |
| 42 | SDY | Ss Spdr S&p Dividend ETF | -0.2% | EXIT | Sold out |
| 43 | IYR | Ishares US Real Estate ETF | -0.2% | — | Unchanged |
| 44 | SYY | Sysco CORP | -0.2% | EXIT | Sold out |
| 45 | BTU | Peabody Energy CORP | -0.2% | EXIT | Sold out |
| 46 | PANW | Palo Alto Networks Inc | -0.2% | +36.36% | Add |
| 47 | CVS | Cvs Health CORP | -0.3% | EXIT | Sold out |
| 48 | VWO | Vanguard Ftse Emerging Marke | -0.4% | +0.26% | Add |
| 49 | VEA | Vanguard Ftse Developed ETF | -0.6% | +0.86% | Add |
| 50 | AGG | Ishares Core U.s. Aggregate | -0.7% | -16.33% | Trim |
According to official SEC Form 13F filings, RiverGlades Family Offices LLC reported a total U.S. public equity portfolio value of $218.0M across 81 disclosed positions in Q4 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including IVV, IJH, VEA) accounted for 27.8% of total reported equity market value during Q4 2024.
Top New Position Initiated
KLAC
市值: $311.9K
Top Position Liquidated / Trimmed
CVS
前期市值: $389.9K
During Q4 2024, RiverGlades Family Offices LLC's top holdings by market value included IVV (21.6%)、IJH (7.4%)、VEA (6.2%). The largest single position, IVV, represented 21.6% of total portfolio value.
In Q4 2024, RiverGlades Family Offices LLC made 33 total portfolio adjustments, initiating 4 new buys, adding to 17 positions, trimming 7 holdings, and fully liquidating 5 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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