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 28.07% of Ritholtz Wealth Management's stock portfolio.
- Added to shares of these 10 stocks: VTI (+$21M), STIP (+$13M), SPY (+$11M), NVDA (+$8.3M), AGG (+$8.0M), FBND (+$7.7M), DFSV (+$7.6M), IVV (+$7.3M), AAPL (+$6.4M), VFMO (+$5.9M).
- Started 141 new stock positions in GTLS, CNVS, FER, CTRN, VEEV, BE, PSX, CADE, FTI, WRLD.
- Reduced shares in these 10 stocks: CLS, ADBE, PM, NVO, MKC, SHV, PG, PSIX, AMT, APP.
- Sold out of its positions in AFCG, AVAV, AVDE, AOUT, BBDO, BCC, BRF Brasil Foods SA, BF.B, CVU, PMTS.
- Ritholtz Wealth Management was a net buyer of stock by $298M.
- Ritholtz Wealth Management has $5.2B in assets under management (AUM), dropping by 13.74%.
- Central Index Key (CIK): 0001698218
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Portfolio Holdings for Ritholtz Wealth Management
Ritholtz Wealth Management holds 1040 positions in its portfolio as reported in the September 2025 quarterly 13F filing
Ritholtz Wealth Management has 1040 total positions. Only the first 250 positions are shown.
- Sign up to view all of the Ritholtz Wealth Management Sept. 30, 2025 positions
- Download the Ritholtz Wealth Management September 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 | $451M | +4% | 1.4M | 328.17 |
|
| Ishares Tr Core S&p500 Etf (IVV) | 7.1 | $365M | +2% | 545k | 669.30 |
|
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 4.5 | $234M | 389k | 600.37 |
|
|
| Ishares Tr 0-5 Yr Tips Etf (STIP) | 4.3 | $222M | +6% | 2.1M | 103.36 |
|
| Fidelity Merrimack Str Tr Total Bd Etf (FBND) | 3.4 | $175M | +4% | 3.8M | 46.24 |
|
| Apple (AAPL) | 2.8 | $143M | +4% | 560k | 254.63 |
|
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 2.6 | $135M | +8% | 203k | 666.18 |
|
| Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 2.5 | $129M | +4% | 1.7M | 74.37 |
|
| NVIDIA Corporation (NVDA) | 2.4 | $121M | +7% | 651k | 186.58 |
|
| Vanguard Wellington Us Momentum (VFMO) | 2.3 | $120M | +5% | 628k | 191.60 |
|
| Ishares Tr Core Us Aggbd Et (AGG) | 2.2 | $116M | +7% | 1.2M | 100.25 |
|
| Ishares Tr Core Msci Eafe (IEFA) | 2.1 | $110M | +2% | 1.3M | 87.31 |
|
| Dimensional Etf Trust Us Small Cap Val (DFSV) | 2.1 | $110M | +7% | 3.4M | 31.84 |
|
| Microsoft Corporation (MSFT) | 1.8 | $93M | +5% | 179k | 517.95 |
|
| Dimensional Etf Trust Intl Small Cap V (DISV) | 1.5 | $75M | +3% | 2.1M | 35.69 |
|
| Ishares Tr Msci Intl Moment (IMTM) | 1.4 | $74M | +4% | 1.5M | 47.88 |
|
| Ishares Core Msci Emkt (IEMG) | 1.1 | $57M | +2% | 868k | 65.92 |
|
| Amazon (AMZN) | 1.0 | $54M | +7% | 244k | 219.57 |
|
| Dimensional Etf Trust Emerging Mkts Va (DFEV) | 0.8 | $42M | +4% | 1.3M | 31.89 |
|
| Ishares Tr Ishs 1-5yr Invs (IGSB) | 0.8 | $40M | -2% | 756k | 53.03 |
|
| Alphabet Cap Stk Cl A (GOOGL) | 0.7 | $37M | +10% | 152k | 243.10 |
|
| Ishares Tr Iboxx Inv Cp Etf (LQD) | 0.7 | $37M | +12% | 328k | 111.47 |
|
| Alphabet Cap Stk Cl C (GOOG) | 0.6 | $31M | +7% | 127k | 243.55 |
|
| Broadcom (AVGO) | 0.6 | $31M | +7% | 92k | 329.91 |
|
| JPMorgan Chase & Co. (JPM) | 0.6 | $30M | +7% | 94k | 315.43 |
|
| Meta Platforms Cl A (META) | 0.5 | $28M | +8% | 38k | 734.38 |
|
| Ishares Tr Shrt Nat Mun Etf (SUB) | 0.5 | $28M | 259k | 106.78 |
|
|
| Old Republic International Corporation (ORI) | 0.5 | $25M | 581k | 42.47 |
|
|
| Tesla Motors (TSLA) | 0.5 | $24M | +6% | 54k | 444.72 |
|
| Wal-Mart Stores (WMT) | 0.5 | $24M | +3% | 229k | 103.06 |
|
| Visa Com Cl A (V) | 0.4 | $23M | +3% | 67k | 341.38 |
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.4 | $23M | 45k | 502.75 |
|
|
| Oracle Corporation (ORCL) | 0.4 | $22M | +2% | 77k | 281.24 |
|
| Costco Wholesale Corporation (COST) | 0.4 | $20M | 21k | 925.63 |
|
|
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.4 | $19M | 68k | 279.29 |
|
|
| Eli Lilly & Co. (LLY) | 0.3 | $18M | +3% | 23k | 763.02 |
|
| Ishares Tr Core S&p Scp Etf (IJR) | 0.3 | $17M | +2% | 145k | 118.83 |
|
| Johnson & Johnson (JNJ) | 0.3 | $16M | +15% | 84k | 185.42 |
|
| Ishares Tr 7-10 Yr Trsy Bd (IEF) | 0.3 | $15M | +4% | 154k | 96.46 |
|
| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.3 | $14M | -3% | 240k | 59.92 |
|
| Gilead Sciences (GILD) | 0.3 | $14M | +10% | 128k | 111.00 |
|
| Novartis Sponsored Adr (NVS) | 0.3 | $13M | 102k | 128.24 |
|
|
| Citigroup Com New (C) | 0.2 | $12M | +33% | 121k | 101.50 |
|
| Altria (MO) | 0.2 | $12M | +3% | 185k | 66.06 |
|
| Emcor (EME) | 0.2 | $12M | -7% | 19k | 649.55 |
|
| Ishares Tr 3 7 Yr Treas Bd (IEI) | 0.2 | $12M | +33% | 102k | 119.51 |
|
| Mastercard Incorporated Cl A (MA) | 0.2 | $12M | +6% | 21k | 568.82 |
|
| Home Depot (HD) | 0.2 | $12M | +15% | 29k | 405.19 |
|
| Philip Morris International (PM) | 0.2 | $12M | -12% | 71k | 162.20 |
|
| Celestica (CLS) | 0.2 | $11M | -15% | 46k | 246.38 |
|
| Netflix (NFLX) | 0.2 | $11M | +6% | 9.3k | 1198.86 |
|
| Procter & Gamble Company (PG) | 0.2 | $11M | -9% | 72k | 153.65 |
|
| Vanguard Index Fds Growth Etf (VUG) | 0.2 | $11M | +3% | 23k | 479.61 |
|
| Bank of America Corporation (BAC) | 0.2 | $11M | +5% | 210k | 51.59 |
|
| Travelers Companies (TRV) | 0.2 | $11M | +2% | 39k | 279.22 |
|
| InterDigital (IDCC) | 0.2 | $10M | -3% | 30k | 345.23 |
|
| McKesson Corporation (MCK) | 0.2 | $10M | 13k | 772.53 |
|
|
| Abbvie (ABBV) | 0.2 | $10M | +5% | 44k | 231.54 |
|
| Booking Holdings (BKNG) | 0.2 | $10M | +56% | 1.9k | 5400.46 |
|
| Verizon Communications (VZ) | 0.2 | $10M | +11% | 228k | 43.95 |
|
| HSBC HLDGS Spon Adr New (HSBC) | 0.2 | $10M | +5% | 140k | 70.98 |
|
| Exxon Mobil Corporation (XOM) | 0.2 | $9.8M | +5% | 87k | 112.75 |
|
| Hartford Financial Services (HIG) | 0.2 | $9.7M | +3% | 73k | 133.39 |
|
| Banco Bilbao Vizcaya Argenta Sponsored Adr (BBVA) | 0.2 | $9.7M | 503k | 19.25 |
|
|
| Ishares Tr Rus 1000 Val Etf (IWD) | 0.2 | $9.1M | +2% | 45k | 203.59 |
|
| Alibaba Group Hldg Sponsored Ads (BABA) | 0.2 | $8.7M | +5% | 48k | 178.73 |
|
| Pulte (PHM) | 0.2 | $8.4M | +4% | 64k | 132.13 |
|
| Ishares Tr 1 3 Yr Treas Bd (SHY) | 0.2 | $8.3M | +2% | 100k | 82.96 |
|
| Tapestry (TPR) | 0.2 | $8.3M | +63% | 74k | 113.22 |
|
| Berkshire Hathaway Inc Del Cl A (BRK.A) | 0.2 | $8.3M | 11.00 | 754200.00 |
|
|
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.2 | $8.3M | +37% | 14k | 612.37 |
|
| British Amern Tob Sponsored Adr (BTI) | 0.2 | $8.2M | -6% | 154k | 53.08 |
|
| Goldman Sachs (GS) | 0.2 | $8.1M | +7% | 10k | 796.35 |
|
| At&t (T) | 0.2 | $8.0M | +7% | 283k | 28.24 |
|
| Abbott Laboratories (ABT) | 0.2 | $7.8M | -11% | 59k | 133.94 |
|
| Union Pacific Corporation (UNP) | 0.2 | $7.8M | +23% | 33k | 236.37 |
|
| Raytheon Technologies Corp (RTX) | 0.1 | $7.6M | +6% | 46k | 167.33 |
|
| Automatic Data Processing (ADP) | 0.1 | $7.5M | +3% | 26k | 293.50 |
|
| Sap Se Spon Adr (SAP) | 0.1 | $7.5M | 28k | 267.21 |
|
|
| Vodafone Group Sponsored Adr (VOD) | 0.1 | $7.5M | +17% | 644k | 11.60 |
|
| Fastenal Company (FAST) | 0.1 | $7.4M | +212% | 151k | 49.04 |
|
| Sony Group Corp Sponsored Adr (SONY) | 0.1 | $7.4M | +20% | 256k | 28.79 |
|
| Applovin Corp Com Cl A (APP) | 0.1 | $7.3M | -12% | 10k | 718.54 |
|
| Ge Aerospace Com New (GE) | 0.1 | $7.3M | +4% | 24k | 300.82 |
|
| Equinor Asa Sponsored Adr (EQNR) | 0.1 | $7.2M | 296k | 24.38 |
|
|
| Ishares Tr 0-5yr Hi Yl Cp (SHYG) | 0.1 | $7.2M | +62% | 166k | 43.30 |
|
| Medtronic SHS (MDT) | 0.1 | $7.1M | +11% | 74k | 95.24 |
|
| Fair Isaac Corporation (FICO) | 0.1 | $7.0M | +5% | 4.7k | 1496.53 |
|
| Mueller Industries (MLI) | 0.1 | $7.0M | +2% | 69k | 101.11 |
|
| Relx Sponsored Adr (RELX) | 0.1 | $7.0M | 146k | 47.76 |
|
|
| Wells Fargo & Company (WFC) | 0.1 | $7.0M | +5% | 83k | 83.82 |
|
| Cisco Systems (CSCO) | 0.1 | $6.7M | +23% | 98k | 68.42 |
|
| Caterpillar (CAT) | 0.1 | $6.7M | +7% | 14k | 477.15 |
|
| Deutsche Bank A G Namen Akt (DB) | 0.1 | $6.7M | 188k | 35.41 |
|
|
| Astrazeneca Sponsored Adr (AZN) | 0.1 | $6.6M | +2% | 86k | 76.72 |
|
| Palantir Technologies Cl A (PLTR) | 0.1 | $6.4M | +7% | 35k | 182.42 |
|
| Schwab Strategic Tr Fundamental Intl (FNDF) | 0.1 | $6.4M | 149k | 42.96 |
|
|
| eBay (EBAY) | 0.1 | $6.4M | +5% | 70k | 90.95 |
|
| UnitedHealth (UNH) | 0.1 | $6.2M | +28% | 18k | 345.30 |
|
| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.1 | $6.2M | 114k | 54.18 |
|
|
| Cintas Corporation (CTAS) | 0.1 | $6.1M | 30k | 205.26 |
|
|
| Imperial Oil Com New (IMO) | 0.1 | $6.1M | 68k | 90.74 |
|
|
| Premier Cl A (PINC) | 0.1 | $6.1M | +29% | 219k | 27.80 |
|
| Ishares Tr Eafe Sml Cp Etf (SCZ) | 0.1 | $6.1M | 79k | 76.72 |
|
|
| Coca-Cola Company (KO) | 0.1 | $6.1M | 91k | 66.32 |
|
|
| PNC Financial Services (PNC) | 0.1 | $6.0M | +10% | 30k | 200.93 |
|
| Ubs Group SHS (UBS) | 0.1 | $5.9M | 145k | 41.00 |
|
|
| Spdr Series Trust S&p 600 Smcp Val (SLYV) | 0.1 | $5.9M | 67k | 88.65 |
|
|
| Prologis (PLD) | 0.1 | $5.9M | +8% | 51k | 114.52 |
|
| Us Bancorp Del Com New (USB) | 0.1 | $5.8M | +54% | 120k | 48.33 |
|
| Manulife Finl Corp (MFC) | 0.1 | $5.8M | 185k | 31.15 |
|
|
| Lowe's Companies (LOW) | 0.1 | $5.7M | +7% | 23k | 251.31 |
|
| Morgan Stanley Com New (MS) | 0.1 | $5.7M | +7% | 36k | 158.96 |
|
| IDEXX Laboratories (IDXX) | 0.1 | $5.5M | +852% | 8.7k | 638.89 |
|
| Shell Spon Ads (SHEL) | 0.1 | $5.5M | 77k | 71.53 |
|
|
| Synchrony Financial (SYF) | 0.1 | $5.5M | +73% | 77k | 71.05 |
|
| Chevron Corporation (CVX) | 0.1 | $5.4M | +9% | 35k | 155.29 |
|
| Kinross Gold Corp (KGC) | 0.1 | $5.4M | -5% | 217k | 24.85 |
|
| Solaris Energy Infras Com Cl A (SEI) | 0.1 | $5.3M | 134k | 39.97 |
|
|
| Ing Groep Sponsored Adr (ING) | 0.1 | $5.3M | +5% | 202k | 26.08 |
|
| Popular Com New (BPOP) | 0.1 | $5.2M | +40% | 41k | 127.01 |
|
| Rbc Cad (RY) | 0.1 | $5.2M | 35k | 147.32 |
|
|
| AutoZone (AZO) | 0.1 | $5.1M | 1.2k | 4290.24 |
|
|
| Ishares Tr Core S&p Ttl Stk (ITOT) | 0.1 | $5.1M | -3% | 35k | 145.65 |
|
| Vanguard Index Fds Value Etf (VTV) | 0.1 | $5.1M | 27k | 186.49 |
|
|
| Honeywell International (HON) | 0.1 | $5.1M | 24k | 210.50 |
|
|
| Vanguard Index Fds Large Cap Etf (VV) | 0.1 | $5.1M | -8% | 16k | 307.86 |
|
| Colgate-Palmolive Company (CL) | 0.1 | $5.0M | -3% | 63k | 79.94 |
|
| General Dynamics Corporation (GD) | 0.1 | $5.0M | +12% | 15k | 341.01 |
|
| CRH Ord (CRH) | 0.1 | $5.0M | +2% | 42k | 119.90 |
|
| Asml Holding N V N Y Registry Shs (ASML) | 0.1 | $5.0M | +13% | 5.1k | 968.07 |
|
| O'reilly Automotive (ORLY) | 0.1 | $5.0M | +9% | 46k | 107.81 |
|
| Spotify Technology S A SHS (SPOT) | 0.1 | $4.9M | +2% | 7.1k | 697.97 |
|
| McDonald's Corporation (MCD) | 0.1 | $4.9M | +8% | 16k | 303.89 |
|
| International Business Machines (IBM) | 0.1 | $4.9M | +13% | 17k | 282.16 |
|
| Uber Technologies (UBER) | 0.1 | $4.9M | +6% | 50k | 97.97 |
|
| Waste Management (WM) | 0.1 | $4.9M | -2% | 22k | 220.83 |
|
| Natwest Group Spons Adr (NWG) | 0.1 | $4.8M | +15% | 343k | 14.15 |
|
| Schwab Strategic Tr Us Brd Mkt Etf (SCHB) | 0.1 | $4.8M | -7% | 188k | 25.71 |
|
| Dorman Products (DORM) | 0.1 | $4.8M | +25% | 31k | 155.88 |
|
| Vanguard Index Fds Small Cp Etf (VB) | 0.1 | $4.8M | -2% | 19k | 254.28 |
|
| Primerica (PRI) | 0.1 | $4.8M | +255% | 17k | 277.59 |
|
| Barclays Adr (BCS) | 0.1 | $4.8M | +8% | 230k | 20.67 |
|
| Jabil Circuit (JBL) | 0.1 | $4.7M | +4% | 22k | 217.17 |
|
| Expedia Group Com New (EXPE) | 0.1 | $4.6M | +60% | 22k | 213.75 |
|
| S&p Global (SPGI) | 0.1 | $4.5M | 9.3k | 486.71 |
|
|
| Hca Holdings (HCA) | 0.1 | $4.4M | +5% | 10k | 426.19 |
|
| Leidos Holdings (LDOS) | 0.1 | $4.4M | +16% | 24k | 188.96 |
|
| Cardinal Health (CAH) | 0.1 | $4.4M | 28k | 156.96 |
|
|
| Lloyds Banking Group Sponsored Adr (LYG) | 0.1 | $4.4M | +4% | 970k | 4.54 |
|
| Moody's Corporation (MCO) | 0.1 | $4.4M | +218% | 9.2k | 476.49 |
|
| Shopify Cl A Sub Vtg Shs (SHOP) | 0.1 | $4.4M | +5% | 30k | 148.61 |
|
| Vanguard Intl Equity Index F Allwrld Ex Us (VEU) | 0.1 | $4.4M | 61k | 71.37 |
|
|
| Lockheed Martin Corporation (LMT) | 0.1 | $4.4M | 8.8k | 499.22 |
|
|
| Northern Trust Corporation (NTRS) | 0.1 | $4.4M | +8% | 33k | 134.60 |
|
| American Express Company (AXP) | 0.1 | $4.3M | +9% | 13k | 332.17 |
|
| Advanced Micro Devices (AMD) | 0.1 | $4.3M | +13% | 26k | 161.79 |
|
| NVR (NVR) | 0.1 | $4.3M | +225% | 530.00 | 8034.66 |
|
| Civista Bancshares Com No Par (CIVB) | 0.1 | $4.3M | -5% | 210k | 20.31 |
|
| Servicenow (NOW) | 0.1 | $4.2M | +32% | 4.6k | 920.19 |
|
| Banco Santander Adr (SAN) | 0.1 | $4.2M | +3% | 399k | 10.48 |
|
| Kb Finl Group Sponsored Adr (KB) | 0.1 | $4.1M | 50k | 82.91 |
|
|
| Cbre Group Cl A (CBRE) | 0.1 | $4.1M | +63% | 26k | 157.56 |
|
| Adobe Systems Incorporated (ADBE) | 0.1 | $4.1M | -31% | 12k | 352.75 |
|
| Applied Industrial Technologies (AIT) | 0.1 | $4.1M | 16k | 261.05 |
|
|
| Vanguard Whitehall Fds High Div Yld (VYM) | 0.1 | $4.1M | 29k | 140.95 |
|
|
| Mitsubishi Ufj Finl Group In Sponsored Ads (MUFG) | 0.1 | $4.1M | +33% | 255k | 15.94 |
|
| Novo-nordisk A S Adr (NVO) | 0.1 | $4.1M | -27% | 73k | 55.49 |
|
| Gra (GGG) | 0.1 | $4.0M | NEW | 47k | 84.96 |
|
| Vale S A Sponsored Ads (VALE) | 0.1 | $4.0M | +17% | 369k | 10.86 |
|
| MGIC Investment (MTG) | 0.1 | $4.0M | +20% | 140k | 28.37 |
|
| Vanguard Intl Equity Index F Tt Wrld St Etf (VT) | 0.1 | $4.0M | 29k | 137.80 |
|
|
| Kla Corp Com New (KLAC) | 0.1 | $4.0M | 3.7k | 1078.70 |
|
|
| Amgen (AMGN) | 0.1 | $3.9M | 14k | 282.19 |
|
|
| AmerisourceBergen (COR) | 0.1 | $3.9M | 13k | 312.53 |
|
|
| Ishares Tr Core 80/20 Aggre (AOA) | 0.1 | $3.9M | 44k | 88.14 |
|
|
| Monarch Casino & Resort (MCRI) | 0.1 | $3.9M | +15% | 37k | 105.84 |
|
| Ishares Tr S&p 500 Val Etf (IVE) | 0.1 | $3.8M | -3% | 19k | 206.51 |
|
| Ge Vernova (GEV) | 0.1 | $3.8M | +11% | 6.2k | 614.93 |
|
| Federated Hermes CL B (FHI) | 0.1 | $3.8M | +30% | 73k | 51.93 |
|
| Spdr Series Trust Portfolio S&p500 (SPLG) | 0.1 | $3.8M | 48k | 78.34 |
|
|
| Shinhan Financial Group Co L Spn Adr Restrd (SHG) | 0.1 | $3.8M | +5% | 75k | 50.37 |
|
| American Tower Reit (AMT) | 0.1 | $3.8M | -22% | 20k | 192.32 |
|
| Boston Scientific Corporation (BSX) | 0.1 | $3.7M | +5% | 38k | 97.63 |
|
| Intuit (INTU) | 0.1 | $3.7M | +7% | 5.4k | 682.89 |
|
| Capital One Financial (COF) | 0.1 | $3.7M | +10% | 17k | 212.57 |
|
| Lam Research Corp Com New (LRCX) | 0.1 | $3.7M | +8% | 28k | 133.90 |
|
| General Motors Company (GM) | 0.1 | $3.7M | +64% | 60k | 60.97 |
|
| Comfort Systems USA (FIX) | 0.1 | $3.7M | 4.5k | 825.18 |
|
|
| TJX Companies (TJX) | 0.1 | $3.6M | +8% | 25k | 144.54 |
|
| Exelixis (EXEL) | 0.1 | $3.6M | +29% | 87k | 41.30 |
|
| Metropcs Communications (TMUS) | 0.1 | $3.6M | +12% | 15k | 239.38 |
|
| Totalenergies Se Sponsored Ads (TTE) | 0.1 | $3.6M | 60k | 59.69 |
|
|
| Corteva (CTVA) | 0.1 | $3.6M | +16% | 53k | 67.63 |
|
| Qualcomm (QCOM) | 0.1 | $3.6M | -2% | 21k | 166.36 |
|
| Nexstar Media Group Common Stock (NXST) | 0.1 | $3.6M | +95% | 18k | 197.74 |
|
| Old Dominion Freight Line (ODFL) | 0.1 | $3.6M | +97% | 25k | 140.78 |
|
| Enbridge (ENB) | 0.1 | $3.5M | -2% | 70k | 50.46 |
|
| Micron Technology (MU) | 0.1 | $3.5M | +10% | 21k | 167.32 |
|
| Blackrock (BLK) | 0.1 | $3.5M | +13% | 3.0k | 1165.91 |
|
| Joyy Ads Repstg Com A (JOYY) | 0.1 | $3.5M | -3% | 59k | 58.61 |
|
| Suncor Energy (SU) | 0.1 | $3.5M | 83k | 41.81 |
|
|
| Spdr Series Trust Bloomberg 1-3 Mo (BIL) | 0.1 | $3.5M | +18% | 38k | 91.75 |
|
| Pepsi (PEP) | 0.1 | $3.4M | +55% | 24k | 140.44 |
|
| Vanguard Malvern Fds Strm Infproidx (VTIP) | 0.1 | $3.4M | -3% | 68k | 50.63 |
|
| ConocoPhillips (COP) | 0.1 | $3.4M | +6% | 36k | 94.59 |
|
| Sherwin-Williams Company (SHW) | 0.1 | $3.4M | -17% | 9.8k | 346.26 |
|
| Tim S A Sponsored Adr (TIMB) | 0.1 | $3.4M | 151k | 22.32 |
|
|
| Ibex Shs New (IBEX) | 0.1 | $3.4M | -10% | 83k | 40.52 |
|
| salesforce (CRM) | 0.1 | $3.4M | -2% | 14k | 237.00 |
|
| Tenet Healthcare Corp Com New (THC) | 0.1 | $3.4M | -6% | 17k | 203.04 |
|
| Bank of New York Mellon Corporation (BK) | 0.1 | $3.3M | 31k | 108.96 |
|
|
| Thermo Fisher Scientific (TMO) | 0.1 | $3.3M | +35% | 6.9k | 485.04 |
|
| Unum (UNM) | 0.1 | $3.3M | 43k | 77.78 |
|
|
| Brookfield Corp Cl A Ltd Vt Sh (BN) | 0.1 | $3.3M | 48k | 68.58 |
|
|
| Harmony Gold Mining Sponsored Adr (HMY) | 0.1 | $3.2M | -6% | 178k | 18.15 |
|
| Veeva Sys Cl A Com (VEEV) | 0.1 | $3.2M | NEW | 11k | 297.91 |
|
| Bk Technologies Corporation Com New (BKTI) | 0.1 | $3.2M | +4% | 38k | 84.48 |
|
| CSX Corporation (CSX) | 0.1 | $3.2M | 89k | 35.51 |
|
|
| Crowdstrike Hldgs Cl A (CRWD) | 0.1 | $3.2M | +6% | 6.4k | 490.39 |
|
| W.W. Grainger (GWW) | 0.1 | $3.1M | -6% | 3.3k | 953.03 |
|
| Vipshop Hldgs Sponsored Ads A (VIPS) | 0.1 | $3.1M | +18% | 158k | 19.64 |
|
| Arthur J. Gallagher & Co. (AJG) | 0.1 | $3.1M | 10k | 309.74 |
|
|
| Marathon Petroleum Corp (MPC) | 0.1 | $3.1M | 16k | 192.74 |
|
|
| Jd.com Spon Ads Cl A (JD) | 0.1 | $3.1M | 88k | 34.98 |
|
|
| Allstate Corporation (ALL) | 0.1 | $3.1M | 14k | 214.64 |
|
|
| Seagate Technology Hldngs Pl Ord Shs (STX) | 0.1 | $3.1M | +36% | 13k | 236.06 |
|
| Builders FirstSource (BLDR) | 0.1 | $3.0M | 25k | 121.25 |
|
|
| Dillards Cl A (DDS) | 0.1 | $3.0M | +8% | 4.9k | 614.42 |
|
| AFLAC Incorporated (AFL) | 0.1 | $3.0M | -2% | 27k | 111.70 |
|
| BP Sponsored Adr (BP) | 0.1 | $3.0M | +19% | 88k | 34.46 |
|
| Walt Disney Company (DIS) | 0.1 | $3.0M | 26k | 114.50 |
|
|
| Honda Motor Adr Ech Cnv In 3 (HMC) | 0.1 | $3.0M | +26% | 98k | 30.80 |
|
| Pfizer (PFE) | 0.1 | $3.0M | +32% | 118k | 25.48 |
|
| Ishares Tr Short Treas Bd (SHV) | 0.1 | $3.0M | -28% | 27k | 110.49 |
|
| Laureate Education Common Stock (LAUR) | 0.1 | $3.0M | +25% | 94k | 31.54 |
|
| Linde SHS (LIN) | 0.1 | $3.0M | +6% | 6.3k | 474.98 |
|
| Blackstone Group Inc Com Cl A (BX) | 0.1 | $2.9M | +15% | 17k | 170.85 |
|
| Unilever Spon Adr New (UL) | 0.1 | $2.9M | +33% | 49k | 59.28 |
|
| Mondelez Intl Cl A (MDLZ) | 0.1 | $2.9M | 46k | 62.47 |
|
|
| Vanguard Specialized Funds Div App Etf (VIG) | 0.1 | $2.9M | 13k | 215.79 |
|
|
| ACI Worldwide (ACIW) | 0.1 | $2.9M | -23% | 55k | 52.77 |
|
| Power Solutions Intl Com New (PSIX) | 0.1 | $2.9M | -28% | 29k | 98.22 |
|
| Zoetis Cl A (ZTS) | 0.1 | $2.9M | -14% | 20k | 146.32 |
|
| Nextera Energy (NEE) | 0.1 | $2.8M | +6% | 37k | 75.49 |
|
| Hewlett Packard Enterprise (HPE) | 0.1 | $2.8M | +4% | 114k | 24.56 |
|
| Adtalem Global Ed (ATGE) | 0.1 | $2.8M | -11% | 18k | 154.45 |
|
| Paychex (PAYX) | 0.1 | $2.8M | -8% | 22k | 126.76 |
|
| Vanguard Intl Equity Index F Ftse Europe Etf (VGK) | 0.1 | $2.7M | 34k | 79.80 |
|
|
| Eaton Corp SHS (ETN) | 0.1 | $2.7M | +7% | 7.2k | 374.26 |
|
Past Filings by Ritholtz Wealth Management
SEC 13F filings are viewable for Ritholtz Wealth Management going back to 2016
- 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
- Ritholtz Wealth Management 2021 Q4 filed Jan. 18, 2022