Comprehensive Portfolio Management
Latest statistics and disclosures from Ritholtz Wealth Management's latest quarterly 13F-HR filing:
- Top 5 stock holdings are VTI, IVV, QQQ, STIP, FBND, and represent 27.26% of Ritholtz Wealth Management's stock portfolio.
- Added to shares of these 10 stocks: VTI (+$20M), IBIT (+$16M), BND (+$13M), STIP (+$11M), NFLX (+$7.1M), AAPL (+$6.4M), DFSV (+$5.5M), CIM, AGG, VFMO.
- Started 145 new stock positions in TER, DFAU, BDX, SPLV, GAP, BFH, DOV, PB, RACE, MRVL.
- Reduced shares in these 10 stocks: SPY (-$8.7M), IVV (-$6.8M), PINC (-$6.1M), SHY (-$5.3M), , Unilever, GWW, IEI, AMT, EQNR.
- Sold out of its positions in AGCO, ALNY, OKLO, AXR, APOG, ASTE, ATHM, OZK, BLBD, OTF.
- Ritholtz Wealth Management was a net buyer of stock by $237M.
- Ritholtz Wealth Management has $5.5B in assets under management (AUM), dropping by 6.34%.
- Central Index Key (CIK): 0001698218
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Portfolio Holdings for Ritholtz Wealth Management
Ritholtz Wealth Management holds 1118 positions in its portfolio as reported in the December 2025 quarterly 13F filing
Ritholtz Wealth Management has 1118 total positions. Only the first 250 positions are shown.
- Sign up to view all of the Ritholtz Wealth Management Dec. 31, 2025 positions
- Download the Ritholtz Wealth Management December 2025 csv data
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Vanguard Index Fds Total Stk Mkt (VTI) | 8.8 | $481M | +4% | 1.4M | 335.27 |
|
| Ishares Tr Core S&p500 Etf (IVV) | 6.7 | $366M | 535k | 684.94 |
|
|
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 4.3 | $238M | 388k | 614.31 |
|
|
| Ishares Tr 0-5 Yr Tips Etf (STIP) | 4.2 | $231M | +5% | 2.3M | 102.39 |
|
| Fidelity Merrimack Str Tr Total Bd Etf (FBND) | 3.2 | $178M | +2% | 3.9M | 46.04 |
|
| Apple (AAPL) | 2.9 | $159M | +4% | 584k | 271.86 |
|
| Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 2.6 | $141M | +9% | 1.9M | 74.07 |
|
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 2.4 | $130M | -6% | 190k | 681.92 |
|
| NVIDIA Corporation (NVDA) | 2.3 | $126M | +3% | 673k | 186.50 |
|
| Vanguard Wellington Us Momentum (VFMO) | 2.3 | $125M | +3% | 651k | 191.25 |
|
| Ishares Tr Core Us Aggbd Et (AGG) | 2.2 | $120M | +3% | 1.2M | 99.88 |
|
| Dimensional Etf Trust Us Small Cap Val (DFSV) | 2.2 | $119M | +4% | 3.6M | 32.89 |
|
| Ishares Tr Core Msci Eafe (IEFA) | 2.1 | $115M | 1.3M | 89.46 |
|
|
| Microsoft Corporation (MSFT) | 1.6 | $87M | 181k | 483.62 |
|
|
| Dimensional Etf Trust Intl Small Cap V (DISV) | 1.5 | $82M | +2% | 2.2M | 38.00 |
|
| Ishares Tr Msci Intl Moment (IMTM) | 1.4 | $76M | +3% | 1.6M | 47.97 |
|
| Ishares Core Msci Emkt (IEMG) | 1.1 | $59M | 878k | 67.22 |
|
|
| Amazon (AMZN) | 1.1 | $58M | +2% | 250k | 230.82 |
|
| Alphabet Cap Stk Cl A (GOOGL) | 0.9 | $49M | +2% | 156k | 313.00 |
|
| Dimensional Etf Trust Emerging Mkts Va (DFEV) | 0.8 | $45M | +2% | 1.3M | 33.74 |
|
| Alphabet Cap Stk Cl C (GOOG) | 0.8 | $44M | +10% | 140k | 313.80 |
|
| Ishares Tr Ishs 1-5yr Invs (IGSB) | 0.8 | $41M | +3% | 780k | 52.88 |
|
| Ishares Tr Iboxx Inv Cp Etf (LQD) | 0.7 | $38M | +4% | 343k | 110.19 |
|
| Broadcom (AVGO) | 0.6 | $33M | +3% | 96k | 346.10 |
|
| JPMorgan Chase & Co. (JPM) | 0.6 | $31M | +3% | 97k | 322.22 |
|
| Ishares Tr Shrt Nat Mun Etf (SUB) | 0.5 | $28M | 261k | 106.70 |
|
|
| Wal-Mart Stores (WMT) | 0.5 | $27M | +5% | 241k | 111.41 |
|
| Old Republic International Corporation (ORI) | 0.5 | $27M | 586k | 45.64 |
|
|
| Tesla Motors (TSLA) | 0.5 | $27M | +10% | 59k | 449.72 |
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.4 | $25M | +8% | 49k | 502.65 |
|
| Meta Platforms Cl A (META) | 0.4 | $24M | -3% | 37k | 660.09 |
|
| Visa Com Cl A (V) | 0.4 | $24M | 68k | 350.71 |
|
|
| Eli Lilly & Co. (LLY) | 0.4 | $24M | -3% | 22k | 1074.68 |
|
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.4 | $21M | 69k | 303.89 |
|
|
| Johnson & Johnson (JNJ) | 0.3 | $19M | +9% | 92k | 206.95 |
|
| Costco Wholesale Corporation (COST) | 0.3 | $18M | 21k | 862.35 |
|
|
| Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) | 0.3 | $17M | +1169% | 348k | 49.65 |
|
| Ishares Tr Core S&p Scp Etf (IJR) | 0.3 | $17M | -2% | 142k | 120.18 |
|
| Ishares Tr 7-10 Yr Trsy Bd (IEF) | 0.3 | $17M | +12% | 174k | 96.16 |
|
| Gilead Sciences (GILD) | 0.3 | $17M | +6% | 135k | 122.74 |
|
| Citigroup Com New (C) | 0.3 | $16M | +9% | 133k | 116.69 |
|
| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.3 | $15M | 239k | 62.47 |
|
|
| Oracle Corporation (ORCL) | 0.3 | $15M | -2% | 75k | 194.91 |
|
| Novartis Sponsored Adr (NVS) | 0.3 | $14M | 100k | 137.87 |
|
|
| Bank of America Corporation (BAC) | 0.2 | $13M | +9% | 231k | 55.00 |
|
| HSBC HLDGS Spon Adr New (HSBC) | 0.2 | $13M | +14% | 161k | 78.67 |
|
| Celestica (CLS) | 0.2 | $13M | -7% | 43k | 295.61 |
|
| Mastercard Incorporated Cl A (MA) | 0.2 | $12M | 21k | 570.88 |
|
|
| Banco Bilbao Vizcaya Argenta Sponsored Adr (BBVA) | 0.2 | $12M | 501k | 23.31 |
|
|
| Procter & Gamble Company (PG) | 0.2 | $12M | +12% | 81k | 143.31 |
|
| Exxon Mobil Corporation (XOM) | 0.2 | $12M | +10% | 96k | 120.34 |
|
| Travelers Companies (TRV) | 0.2 | $12M | +2% | 40k | 290.06 |
|
| McKesson Corporation (MCK) | 0.2 | $11M | +3% | 14k | 820.32 |
|
| Vanguard Index Fds Growth Etf (VUG) | 0.2 | $11M | 23k | 487.86 |
|
|
| Philip Morris International (PM) | 0.2 | $11M | -2% | 70k | 160.40 |
|
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.2 | $11M | +30% | 18k | 627.14 |
|
| Abbvie (ABBV) | 0.2 | $11M | +8% | 47k | 228.49 |
|
| Altria (MO) | 0.2 | $11M | 187k | 57.66 |
|
|
| Pulte (PHM) | 0.2 | $11M | +43% | 92k | 117.26 |
|
| Emcor (EME) | 0.2 | $11M | -9% | 17k | 611.78 |
|
| Hartford Financial Services (HIG) | 0.2 | $10M | 73k | 137.80 |
|
|
| Booking Holdings (BKNG) | 0.2 | $9.8M | 1.8k | 5355.22 |
|
|
| Ishares Tr 3 7 Yr Treas Bd (IEI) | 0.2 | $9.6M | -21% | 80k | 119.35 |
|
| Mueller Industries (MLI) | 0.2 | $9.4M | +18% | 82k | 114.80 |
|
| Goldman Sachs (GS) | 0.2 | $9.4M | +5% | 11k | 879.00 |
|
| Home Depot (HD) | 0.2 | $9.3M | -5% | 27k | 344.10 |
|
| Tapestry (TPR) | 0.2 | $9.2M | 72k | 127.77 |
|
|
| Ishares Tr Rus 1000 Val Etf (IWD) | 0.2 | $9.2M | 44k | 210.34 |
|
|
| Vodafone Group Sponsored Adr (VOD) | 0.2 | $9.2M | +8% | 697k | 13.21 |
|
| InterDigital (IDCC) | 0.2 | $9.2M | -4% | 29k | 318.38 |
|
| Caterpillar (CAT) | 0.2 | $8.9M | +11% | 16k | 572.87 |
|
| Cisco Systems (CSCO) | 0.2 | $8.7M | +15% | 113k | 77.03 |
|
| Raytheon Technologies Corp (RTX) | 0.2 | $8.6M | +2% | 47k | 183.40 |
|
| British Amern Tob Sponsored Adr (BTI) | 0.2 | $8.3M | -4% | 147k | 56.62 |
|
| Berkshire Hathaway Inc Del Cl A (BRK.A) | 0.2 | $8.3M | 11.00 | 754800.00 |
|
|
| Us Bancorp Del Com New (USB) | 0.2 | $8.3M | +29% | 156k | 53.36 |
|
| Astrazeneca Sponsored Adr | 0.1 | $8.1M | +3% | 88k | 91.93 |
|
| Wells Fargo & Company (WFC) | 0.1 | $8.0M | +3% | 86k | 93.20 |
|
| Netflix (NFLX) | 0.1 | $8.0M | +812% | 85k | 93.76 |
|
| Expedia Group Com New (EXPE) | 0.1 | $7.9M | +29% | 28k | 283.31 |
|
| Fair Isaac Corporation (FICO) | 0.1 | $7.9M | 4.7k | 1690.62 |
|
|
| Synchrony Financial (SYF) | 0.1 | $7.9M | +21% | 94k | 83.43 |
|
| Ge Aerospace Com New (GE) | 0.1 | $7.8M | +4% | 25k | 308.03 |
|
| Ishares Tr 0-5yr Hi Yl Cp (SHYG) | 0.1 | $7.6M | +6% | 177k | 42.87 |
|
| Verizon Communications (VZ) | 0.1 | $7.5M | -19% | 184k | 40.73 |
|
| Alibaba Group Hldg Sponsored Ads (BABA) | 0.1 | $7.4M | +4% | 51k | 146.58 |
|
| Ubs Group SHS (UBS) | 0.1 | $7.2M | +7% | 155k | 46.31 |
|
| General Motors Company (GM) | 0.1 | $7.2M | +46% | 88k | 81.32 |
|
| Coca-Cola Company (KO) | 0.1 | $7.2M | +12% | 103k | 69.91 |
|
| Medtronic SHS (MDT) | 0.1 | $7.1M | 74k | 96.06 |
|
|
| Abbott Laboratories (ABT) | 0.1 | $7.0M | -4% | 56k | 125.29 |
|
| Prologis (PLD) | 0.1 | $7.0M | +7% | 55k | 127.66 |
|
| Union Pacific Corporation (UNP) | 0.1 | $6.9M | -8% | 30k | 231.32 |
|
| Morgan Stanley Com New (MS) | 0.1 | $6.8M | +7% | 38k | 177.53 |
|
| Natwest Group Spons Adr (NWG) | 0.1 | $6.8M | +13% | 388k | 17.50 |
|
| Asml Holding N V N Y Registry Shs (ASML) | 0.1 | $6.7M | +22% | 6.3k | 1069.86 |
|
| Deutsche Bank A G Namen Akt (DB) | 0.1 | $6.7M | -7% | 174k | 38.56 |
|
| Manulife Finl Corp (MFC) | 0.1 | $6.7M | 184k | 36.28 |
|
|
| Sap Se Spon Adr (SAP) | 0.1 | $6.7M | 28k | 242.91 |
|
|
| Palantir Technologies Cl A (PLTR) | 0.1 | $6.6M | +5% | 37k | 177.75 |
|
| Sony Group Corp Sponsored Adr (SONY) | 0.1 | $6.6M | 259k | 25.60 |
|
|
| PNC Financial Services (PNC) | 0.1 | $6.6M | +5% | 32k | 208.73 |
|
| Micron Technology (MU) | 0.1 | $6.6M | +9% | 23k | 285.41 |
|
| Applovin Corp Com Cl A (APP) | 0.1 | $6.6M | -4% | 9.7k | 673.82 |
|
| Schwab Strategic Tr Fundamental Intl (FNDF) | 0.1 | $6.5M | -3% | 144k | 45.21 |
|
| Barclays Adr (BCS) | 0.1 | $6.5M | +10% | 255k | 25.45 |
|
| UnitedHealth (UNH) | 0.1 | $6.4M | +8% | 20k | 330.11 |
|
| Advanced Micro Devices (AMD) | 0.1 | $6.4M | +13% | 30k | 214.16 |
|
| Kinross Gold Corp (KGC) | 0.1 | $6.3M | +3% | 224k | 28.16 |
|
| eBay (EBAY) | 0.1 | $6.3M | +2% | 72k | 87.10 |
|
| International Business Machines (IBM) | 0.1 | $6.3M | +22% | 21k | 296.21 |
|
| Rbc Cad (RY) | 0.1 | $6.3M | +5% | 37k | 170.49 |
|
| IDEXX Laboratories (IDXX) | 0.1 | $6.2M | +5% | 9.2k | 676.53 |
|
| Ishares Tr Core S&p Ttl Stk (ITOT) | 0.1 | $6.1M | +17% | 41k | 148.69 |
|
| Relx Sponsored Adr (RELX) | 0.1 | $6.1M | +3% | 151k | 40.42 |
|
| Spdr Series Trust State Street Spd (SLYV) | 0.1 | $6.1M | 67k | 90.97 |
|
|
| Fastenal Company (FAST) | 0.1 | $6.0M | 150k | 40.13 |
|
|
| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.1 | $6.0M | 111k | 53.76 |
|
|
| Lowe's Companies (LOW) | 0.1 | $6.0M | +8% | 25k | 241.16 |
|
| Automatic Data Processing (ADP) | 0.1 | $5.9M | -10% | 23k | 257.23 |
|
| Seagate Technology Hldngs Pl Ord Shs (STX) | 0.1 | $5.9M | +64% | 21k | 275.40 |
|
| Ishares Tr Eafe Sml Cp Etf (SCZ) | 0.1 | $5.9M | -4% | 76k | 77.53 |
|
| Ing Groep Sponsored Adr (ING) | 0.1 | $5.8M | +2% | 207k | 28.00 |
|
| Cardinal Health (CAH) | 0.1 | $5.8M | 28k | 205.50 |
|
|
| General Dynamics Corporation (GD) | 0.1 | $5.7M | +16% | 17k | 336.65 |
|
| Popular Com New (BPOP) | 0.1 | $5.7M | +11% | 46k | 124.52 |
|
| Shell Spon Ads (SHEL) | 0.1 | $5.7M | 77k | 73.48 |
|
|
| Hca Holdings (HCA) | 0.1 | $5.6M | +14% | 12k | 466.86 |
|
| McDonald's Corporation (MCD) | 0.1 | $5.5M | +11% | 18k | 305.64 |
|
| Lam Research Corp Com New (LRCX) | 0.1 | $5.4M | +14% | 32k | 171.18 |
|
| Cintas Corporation (CTAS) | 0.1 | $5.4M | -3% | 29k | 188.07 |
|
| At&t (T) | 0.1 | $5.4M | -23% | 217k | 24.84 |
|
| Thermo Fisher Scientific (TMO) | 0.1 | $5.4M | +34% | 9.2k | 579.48 |
|
| Vale S A Sponsored Ads (VALE) | 0.1 | $5.3M | +10% | 408k | 13.03 |
|
| Lloyds Banking Group Sponsored Adr (LYG) | 0.1 | $5.3M | +2% | 995k | 5.30 |
|
| Shopify Cl A Sub Vtg Shs (SHOP) | 0.1 | $5.3M | +11% | 33k | 160.97 |
|
| Chevron Corporation (CVX) | 0.1 | $5.2M | -2% | 34k | 152.41 |
|
| CRH Ord (CRH) | 0.1 | $5.2M | 42k | 124.80 |
|
|
| American Express Company (AXP) | 0.1 | $5.2M | +7% | 14k | 369.94 |
|
| Imperial Oil Com New (IMO) | 0.1 | $5.2M | -11% | 60k | 86.31 |
|
| Western Digital (WDC) | 0.1 | $5.2M | +369% | 30k | 172.27 |
|
| Vanguard Index Fds Large Cap Etf (VV) | 0.1 | $5.1M | 16k | 314.81 |
|
|
| Vanguard Index Fds Value Etf (VTV) | 0.1 | $5.1M | 27k | 190.99 |
|
|
| MGIC Investment (MTG) | 0.1 | $5.1M | +24% | 174k | 29.22 |
|
| S&p Global (SPGI) | 0.1 | $5.0M | +3% | 9.7k | 522.58 |
|
| Jabil Circuit (JBL) | 0.1 | $5.0M | +2% | 22k | 228.02 |
|
| Biogen Idec (BIIB) | 0.1 | $5.0M | +142% | 28k | 175.99 |
|
| Chimera Invt Corp Com Shs (CIM) | 0.1 | $5.0M | NEW | 400k | 12.43 |
|
| Vanguard Intl Equity Index F Allwrld Ex Us (VEU) | 0.1 | $5.0M | +10% | 68k | 73.56 |
|
| Schwab Strategic Tr Us Brd Mkt Etf (SCHB) | 0.1 | $4.9M | 186k | 26.23 |
|
|
| Equinor Asa Sponsored Adr (EQNR) | 0.1 | $4.8M | -31% | 202k | 23.63 |
|
| Amgen (AMGN) | 0.1 | $4.7M | +3% | 15k | 327.31 |
|
| Banco Santander Sa Adr (SAN) | 0.1 | $4.7M | 404k | 11.73 |
|
|
| Vanguard Index Fds Small Cp Etf (VB) | 0.1 | $4.7M | -2% | 18k | 257.94 |
|
| Moody's Corporation (MCO) | 0.1 | $4.7M | 9.2k | 510.86 |
|
|
| Kla Corp Com New (KLAC) | 0.1 | $4.7M | +6% | 3.9k | 1214.94 |
|
| Solaris Energy Infras Com Cl A (SEI) | 0.1 | $4.7M | -23% | 103k | 45.97 |
|
| Pepsi (PEP) | 0.1 | $4.7M | +33% | 33k | 143.52 |
|
| Northern Trust Corporation (NTRS) | 0.1 | $4.6M | +3% | 34k | 136.59 |
|
| Capital One Financial (COF) | 0.1 | $4.5M | +7% | 19k | 242.36 |
|
| Waste Management (WM) | 0.1 | $4.5M | -6% | 21k | 219.71 |
|
| Honeywell International (HON) | 0.1 | $4.5M | -4% | 23k | 195.09 |
|
| Intuit (INTU) | 0.1 | $4.5M | +24% | 6.8k | 662.44 |
|
| Blackrock (BLK) | 0.1 | $4.5M | +37% | 4.2k | 1070.22 |
|
| Pfizer (PFE) | 0.1 | $4.4M | +51% | 179k | 24.90 |
|
| Federated Hermes CL B (FHI) | 0.1 | $4.4M | +16% | 85k | 52.07 |
|
| Comfort Systems USA (FIX) | 0.1 | $4.4M | +5% | 4.7k | 933.30 |
|
| Colgate-Palmolive Company (CL) | 0.1 | $4.4M | -11% | 56k | 79.02 |
|
| Ge Vernova (GEV) | 0.1 | $4.4M | +7% | 6.7k | 653.60 |
|
| Kb Finl Group Sponsored Adr (KB) | 0.1 | $4.3M | 50k | 86.04 |
|
|
| Fox Corp Cl A Com (FOXA) | 0.1 | $4.3M | +42% | 59k | 73.07 |
|
| Vanguard Whitehall Fds High Div Yld (VYM) | 0.1 | $4.3M | +3% | 30k | 143.52 |
|
| TJX Companies (TJX) | 0.1 | $4.3M | +12% | 28k | 153.61 |
|
| Primerica (PRI) | 0.1 | $4.3M | -4% | 17k | 258.36 |
|
| Vanguard Intl Equity Index F Tt Wrld St Etf (VT) | 0.1 | $4.3M | +5% | 30k | 141.06 |
|
| Nexstar Media Group Common Stock (NXST) | 0.1 | $4.3M | +16% | 21k | 203.05 |
|
| Leidos Holdings (LDOS) | 0.1 | $4.2M | 24k | 180.40 |
|
|
| O'reilly Automotive (ORLY) | 0.1 | $4.2M | 46k | 91.21 |
|
|
| Indivior Ord | 0.1 | $4.2M | +25% | 116k | 35.88 |
|
| AmerisourceBergen (COR) | 0.1 | $4.2M | 12k | 337.75 |
|
|
| Mitsubishi Ufj Finl Group In Sponsored Ads (MUFG) | 0.1 | $4.2M | +3% | 263k | 15.86 |
|
| Puma Biotechnology (PBYI) | 0.1 | $4.1M | +47% | 694k | 5.95 |
|
| Aurinia Pharmaceuticals (AUPH) | 0.1 | $4.1M | +206% | 259k | 15.95 |
|
| Lockheed Martin Corporation (LMT) | 0.1 | $4.1M | -2% | 8.5k | 483.67 |
|
| Shinhan Financial Group Co L Spn Adr Restrd (SHG) | 0.1 | $4.1M | +2% | 77k | 53.63 |
|
| AutoZone (AZO) | 0.1 | $4.1M | 1.2k | 3391.50 |
|
|
| Newmont Mining Corporation (NEM) | 0.1 | $4.1M | +67% | 41k | 99.85 |
|
| Qualcomm (QCOM) | 0.1 | $4.1M | +10% | 24k | 171.05 |
|
| Applied Industrial Technologies (AIT) | 0.1 | $4.0M | 16k | 256.77 |
|
|
| Invesco Actively Managed Exc Aaa Clo Fltng Rt (ICLO) | 0.1 | $4.0M | NEW | 157k | 25.55 |
|
| Invesco Exch Traded Fd Tr Ii Sr Ln Etf (BKLN) | 0.1 | $4.0M | NEW | 190k | 21.00 |
|
| Cbre Group Cl A (CBRE) | 0.1 | $4.0M | -5% | 25k | 160.79 |
|
| Hldgs (UAL) | 0.1 | $4.0M | +28% | 35k | 111.82 |
|
| Ishares Tr Core 80/20 Aggre (AOA) | 0.1 | $3.9M | 44k | 89.56 |
|
|
| Merck & Co (MRK) | 0.1 | $3.9M | +38% | 37k | 105.26 |
|
| Spdr Series Trust State Street Spd (SPYM) | 0.1 | $3.9M | 49k | 80.22 |
|
|
| D.R. Horton (DHI) | 0.1 | $3.9M | +173% | 27k | 144.03 |
|
| NVR (NVR) | 0.1 | $3.9M | 530.00 | 7292.77 |
|
|
| Toyota Motor Corp Ads (TM) | 0.1 | $3.8M | +51% | 18k | 214.06 |
|
| Gra (GGG) | 0.1 | $3.8M | 47k | 81.97 |
|
|
| Bank of New York Mellon Corporation (BK) | 0.1 | $3.8M | +7% | 33k | 116.09 |
|
| Ishares Tr S&p 500 Val Etf (IVE) | 0.1 | $3.8M | -3% | 18k | 212.07 |
|
| salesforce (CRM) | 0.1 | $3.8M | 14k | 264.91 |
|
|
| Corteva (CTVA) | 0.1 | $3.8M | +6% | 57k | 67.03 |
|
| Travel Leisure Ord (TNL) | 0.1 | $3.8M | +24% | 54k | 70.53 |
|
| Spotify Technology S A SHS (SPOT) | 0.1 | $3.8M | -8% | 6.5k | 580.68 |
|
| Accenture Plc Ireland Shs Class A (ACN) | 0.1 | $3.8M | +65% | 14k | 268.30 |
|
| Enerflex (EFXT) | 0.1 | $3.7M | +13% | 243k | 15.43 |
|
| Vanguard Malvern Fds Strm Infproidx (VTIP) | 0.1 | $3.7M | +11% | 76k | 49.46 |
|
| Totalenergies Se Act (TTE) | 0.1 | $3.7M | NEW | 56k | 65.42 |
|
| Jazz Pharmaceuticals Shs Usd (JAZZ) | 0.1 | $3.7M | +5% | 22k | 170.00 |
|
| Telefonaktiebolaget Lm Erics Adr B Sek 10 (ERIC) | 0.1 | $3.7M | +20% | 380k | 9.65 |
|
| Suncor Energy (SU) | 0.1 | $3.7M | 83k | 44.36 |
|
|
| Boston Scientific Corporation (BSX) | 0.1 | $3.6M | 38k | 95.35 |
|
|
| Exelixis (EXEL) | 0.1 | $3.6M | -5% | 82k | 43.83 |
|
| Garrett Motion (GTX) | 0.1 | $3.5M | +8% | 202k | 17.43 |
|
| Intuitive Surgical Com New (ISRG) | 0.1 | $3.5M | +9% | 6.2k | 566.38 |
|
| Laureate Education Common Stock (LAUR) | 0.1 | $3.5M | +10% | 104k | 33.67 |
|
| Uber Technologies (UBER) | 0.1 | $3.5M | -14% | 43k | 81.71 |
|
| Dorman Products (DORM) | 0.1 | $3.5M | -8% | 28k | 123.19 |
|
| Rigel Pharmaceuticals (RIGL) | 0.1 | $3.5M | +961% | 81k | 42.83 |
|
| Nextera Energy (NEE) | 0.1 | $3.4M | +14% | 43k | 80.28 |
|
| Agnico (AEM) | 0.1 | $3.4M | +27% | 20k | 169.53 |
|
| Twilio Cl A (TWLO) | 0.1 | $3.4M | -10% | 24k | 142.24 |
|
| Danaher Corporation (DHR) | 0.1 | $3.4M | +50% | 15k | 228.92 |
|
| Bristol Myers Squibb (BMY) | 0.1 | $3.4M | +214% | 63k | 53.94 |
|
| Unum (UNM) | 0.1 | $3.4M | 43k | 77.50 |
|
|
| CSX Corporation (CSX) | 0.1 | $3.3M | +3% | 92k | 36.25 |
|
| Walt Disney Company (DIS) | 0.1 | $3.3M | +11% | 29k | 113.77 |
|
| Brookfield Corp Cl A Ltd Vt Sh (BN) | 0.1 | $3.3M | +49% | 72k | 45.89 |
|
| Tenet Healthcare Corp Com New (THC) | 0.1 | $3.3M | 17k | 198.72 |
|
|
| Enbridge (ENB) | 0.1 | $3.3M | 69k | 47.83 |
|
|
| Honda Motor Adr Ech Cnv In 3 (HMC) | 0.1 | $3.3M | +14% | 112k | 29.48 |
|
| Applied Materials (AMAT) | 0.1 | $3.3M | +30% | 13k | 256.99 |
|
| Vipshop Hldgs Sponsored Ads A (VIPS) | 0.1 | $3.3M | +17% | 185k | 17.69 |
|
| Global Net Lease Com New (GNL) | 0.1 | $3.2M | +14% | 377k | 8.60 |
|
| Harmony Gold Mining Sponsored Adr (HMY) | 0.1 | $3.2M | -8% | 163k | 19.90 |
|
| Cemex Sab De Cv Spon Adr New (CX) | 0.1 | $3.2M | +11% | 282k | 11.49 |
|
| Joyy Ads Repstg Com A (JOYY) | 0.1 | $3.2M | -16% | 50k | 64.76 |
|
| BP Sponsored Adr (BP) | 0.1 | $3.2M | +4% | 92k | 34.73 |
|
| Monarch Casino & Resort (MCRI) | 0.1 | $3.1M | -10% | 33k | 95.70 |
|
| Information Services (III) | 0.1 | $3.1M | +68% | 539k | 5.78 |
|
| Ibex Shs New (IBEX) | 0.1 | $3.1M | 81k | 38.18 |
|
|
| Cushman And Wakefield Common Shares (CWK) | 0.1 | $3.1M | NEW | 192k | 16.19 |
|
| Coca-Cola Bottling Co. Consolidated (COKE) | 0.1 | $3.1M | 20k | 153.30 |
|
|
| Ishares Tr Trust Ishare 0-1 (SHV) | 0.1 | $3.1M | +3% | 28k | 110.15 |
|
| Crowdstrike Hldgs Cl A (CRWD) | 0.1 | $3.1M | +2% | 6.6k | 468.73 |
|
| Dillards Cl A (DDS) | 0.1 | $3.1M | +2% | 5.1k | 606.30 |
|
| ConocoPhillips (COP) | 0.1 | $3.1M | -9% | 33k | 93.61 |
|
| Chubb (CB) | 0.1 | $3.0M | +12% | 9.7k | 312.12 |
|
Past Filings by Ritholtz Wealth Management
SEC 13F filings are viewable for Ritholtz Wealth Management going back to 2016
- Ritholtz Wealth Management 2025 Q4 filed Jan. 23, 2026
- Ritholtz Wealth Management 2025 Q3 filed Oct. 28, 2025
- Ritholtz Wealth Management 2025 Q2 filed July 28, 2025
- Ritholtz Wealth Management 2025 Q1 filed April 17, 2025
- Ritholtz Wealth Management 2024 Q4 filed Jan. 15, 2025
- Ritholtz Wealth Management 2024 Q3 filed Oct. 10, 2024
- Ritholtz Wealth Management 2024 Q2 filed Aug. 1, 2024
- Ritholtz Wealth Management 2024 Q1 filed April 24, 2024
- Ritholtz Wealth Management 2023 Q4 filed Jan. 18, 2024
- Ritholtz Wealth Management 2023 Q3 filed Oct. 13, 2023
- Ritholtz Wealth Management 2023 Q2 filed July 17, 2023
- Ritholtz Wealth Management 2023 Q1 filed April 20, 2023
- Ritholtz Wealth Management 2022 Q4 filed Jan. 19, 2023
- Ritholtz Wealth Management 2022 Q3 filed Oct. 19, 2022
- Ritholtz Wealth Management 2022 Q2 filed July 15, 2022
- Ritholtz Wealth Management 2022 Q1 filed April 14, 2022