River Glades Family Offices LLC Portfolio Holdings

River Glades Family Offices LLC

  • $139 Million
  • Q1 2025

River Glades Family Offices LLC has filed its 13F form on May 09, 2025 for Q1 2025 where it was disclosed a total value porftolio of $139 Million distributed in 82 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Core S&P 500 ETF with a value of $28.8M, Ishares Core S&P Mid Cap ETF with a value of $9.72M, Vanguard Ftse Developed Market with a value of $9.38M, Vanguard Ftse Emerging Mkts Et with a value of $6.04M, and Spdr Bloomberg Investment Grad with a value of $5.58M.

Examining the 13F form we can see an decrease of $1.4M in the current position value, from $140M to 139M.

River Glades Family Offices LLC is based out at Naples, FL

Below you can find more details about River Glades Family Offices LLC portfolio as well as his latest detailed transactions.

Portfolio value $139 Million
ETFs: $118 Million
Technology: $5.64 Million
Energy: $4.06 Million
Financial Services: $3.18 Million
Communication Services: $1.75 Million
Industrials: $1.72 Million
Healthcare: $1.43 Million
Consumer Defensive: $1.1 Million
Other: $1.7 Million

Stock Holdings Table Market Cap. of $50 Millions to $300 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 82
  • Current Value $139 Million
  • Prior Value $140 Million
  • Filing
  • Period Q1 2025
  • Filing Date May 09, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 4 stocks
  • Additional Purchases 19 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 24 stocks
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