Comprehensive Portfolio Management

Latest statistics and disclosures from Ritholtz Wealth Management's latest quarterly 13F-HR filing:

Tip: Access up to 7 years of quarterly data

Positions held by Comprehensive Portfolio Management consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Portfolio Holdings for Ritholtz Wealth Management

Ritholtz Wealth Management holds 665 positions in its portfolio as reported in the June 2023 quarterly 13F filing

Ritholtz Wealth Management has 665 total positions. Only the first 250 positions are shown.

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Index Fds Total Stk Mkt (VTI) 7.7 $171M +5% 775k 220.28
 View chart
Invesco Qqq Tr Unit Ser 1 (QQQ) 7.0 $155M 420k 369.42
 View chart
Ishares Tr Core S&p500 Etf (IVV) 6.1 $135M 304k 445.71
 View chart
Ishares Tr 0-5 Yr Tips Etf (STIP) 4.6 $103M +6% 1.1M 97.60
 View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY) 3.4 $76M -5% 171k 443.28
 View chart
Ishares Tr Short Treas Bd (SHV) 3.4 $75M +7% 680k 110.45
 View chart
Apple (AAPL) 3.3 $73M -6% 374k 193.97
 View chart
Spdr Ser Tr Bloomberg 1-3 Mo (BIL) 3.1 $69M +7% 755k 91.82
 View chart
Vanguard Bd Index Fds Vanguard Ultra (VUSB) 3.1 $68M +4% 1.4M 49.16
 View chart
Ishares Tr Core Msci Eafe (IEFA) 2.9 $64M +6% 943k 67.50
 View chart
Vanguard Wellington Us Momentum (VFMO) 2.1 $46M +7% 383k 121.24
 View chart
Dimensional Etf Trust Us Small Cap Val (DFSV) 2.0 $44M +9% 1.7M 25.70
 View chart
Microsoft Corporation (MSFT) 1.9 $42M +3% 124k 340.54
 View chart
Dimensional Etf Trust Intl Small Cap V (DISV) 1.2 $27M +5% 1.1M 23.65
 View chart
Ishares Tr Msci Intl Moment (IMTM) 1.2 $26M +5% 774k 33.20
 View chart
Ishares Tr Ishs 1-5yr Invs (IGSB) 1.2 $26M +7% 511k 50.17
 View chart
Ishares Tr Shrt Nat Mun Etf (SUB) 1.1 $24M 226k 104.04
 View chart
Amazon (AMZN) 1.0 $22M +15% 166k 130.36
 View chart
Dimensional Etf Trust Emerging Mkts Va (DFEV) 0.9 $20M +6% 824k 24.37
 View chart
Ishares Core Msci Emkt (IEMG) 0.9 $20M +6% 402k 49.29
 View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.8 $18M 385k 46.18
 View chart
NVIDIA Corporation (NVDA) 0.7 $16M 37k 423.02
 View chart
Old Republic International Corporation (ORI) 0.6 $14M +3% 560k 25.17
 View chart
Alphabet Cap Stk Cl A (GOOGL) 0.6 $13M +12% 111k 119.70
 View chart
Visa Com Cl A (V) 0.6 $13M +86% 54k 237.48
 View chart
Alphabet Cap Stk Cl C (GOOG) 0.5 $12M +25% 101k 120.97
 View chart
Eli Lilly & Co. (LLY) 0.5 $11M +2% 24k 468.99
 View chart
Oracle Corporation (ORCL) 0.5 $11M +7% 92k 119.09
 View chart
Pepsi (PEP) 0.5 $11M -13% 59k 185.22
 View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.5 $11M +5% 32k 341.00
 View chart
Mp Materials Corp Com Cl A (MP) 0.5 $11M NEW 457k 22.88
 View chart
Wal-Mart Stores (WMT) 0.4 $8.6M +5% 55k 157.18
 View chart
Adobe Systems Incorporated (ADBE) 0.4 $8.5M 18k 488.99
 View chart
Ishares Tr 1 3 Yr Treas Bd (SHY) 0.4 $8.5M +11% 104k 81.08
 View chart
Procter & Gamble Company (PG) 0.4 $8.3M 55k 151.74
 View chart
Novo-nordisk A S Adr (NVO) 0.4 $8.0M 49k 161.83
 View chart
UnitedHealth (UNH) 0.4 $7.9M +75% 16k 480.63
 View chart
Costco Wholesale Corporation (COST) 0.4 $7.8M 15k 538.38
 View chart
Tesla Motors (TSLA) 0.4 $7.8M 30k 261.77
 View chart
JPMorgan Chase & Co. (JPM) 0.4 $7.8M +16% 54k 145.44
 View chart
Altria (MO) 0.3 $7.0M -11% 154k 45.30
 View chart
Novartis Sponsored Adr (NVS) 0.3 $6.9M +12% 69k 100.91
 View chart
Exxon Mobil Corporation (XOM) 0.3 $6.9M +8% 64k 107.25
 View chart
Meta Platforms Cl A (META) 0.3 $6.7M 23k 286.98
 View chart
Honeywell International (HON) 0.3 $6.6M -15% 32k 207.50
 View chart
Cisco Systems (CSCO) 0.3 $6.6M -17% 127k 51.74
 View chart
Mastercard Incorporated Cl A (MA) 0.3 $6.2M -8% 16k 393.31
 View chart
McKesson Corporation (MCK) 0.3 $6.2M +18% 14k 427.30
 View chart
Merck & Co (MRK) 0.3 $5.9M 52k 115.39
 View chart
Home Depot (HD) 0.3 $5.7M +54% 18k 310.64
 View chart
Fair Isaac Corporation (FICO) 0.3 $5.7M 7.0k 809.21
 View chart
Travelers Companies (TRV) 0.2 $5.5M 32k 173.66
 View chart
Taiwan Semiconductor Mfg Sponsored Ads (TSM) 0.2 $5.4M 53k 100.92
 View chart
Builders FirstSource (BLDR) 0.2 $5.3M +15% 39k 136.00
 View chart
Prologis (PLD) 0.2 $5.3M 43k 122.63
 View chart
McDonald's Corporation (MCD) 0.2 $5.2M -7% 18k 298.41
 View chart
Rio Tinto Sponsored Adr (RIO) 0.2 $5.2M +36% 81k 63.84
 View chart
Broadcom (AVGO) 0.2 $5.2M -16% 5.9k 867.40
 View chart
Cardinal Health (CAH) 0.2 $4.9M +125% 52k 94.57
 View chart
Lockheed Martin Corporation (LMT) 0.2 $4.9M -30% 11k 460.39
 View chart
Gilead Sciences (GILD) 0.2 $4.9M -2% 64k 77.07
 View chart
Abbvie (ABBV) 0.2 $4.7M -18% 35k 134.73
 View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 0.2 $4.6M 85k 54.41
 View chart
Spdr Ser Tr S&p 600 Smcp Val (SLYV) 0.2 $4.5M -8% 59k 77.19
 View chart
Chevron Corporation (CVX) 0.2 $4.3M +2% 28k 157.35
 View chart
Union Pacific Corporation (UNP) 0.2 $4.3M -16% 21k 204.62
 View chart
Asml Holding N V N Y Registry Shs (ASML) 0.2 $4.3M +21% 5.9k 724.70
 View chart
Mondelez Intl Cl A (MDLZ) 0.2 $4.3M 58k 72.94
 View chart
Lowe's Companies (LOW) 0.2 $4.2M +108% 19k 225.70
 View chart
Mueller Industries (MLI) 0.2 $4.1M -10% 47k 87.28
 View chart
Hartford Financial Services (HIG) 0.2 $4.0M +24% 55k 72.02
 View chart
Emcor (EME) 0.2 $4.0M +4% 21k 184.78
 View chart
Comcast Corp Cl A (CMCSA) 0.2 $3.9M +16% 93k 41.55
 View chart
Relx Sponsored Adr (RELX) 0.2 $3.8M -11% 115k 33.43
 View chart
Colgate-Palmolive Company (CL) 0.2 $3.8M +2% 50k 77.04
 View chart
Honda Motor Amern Shs (HMC) 0.2 $3.7M +11% 122k 30.31
 View chart
Vanguard Malvern Fds Strm Infproidx (VTIP) 0.2 $3.6M -22% 77k 47.42
 View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.2 $3.6M 89k 40.68
 View chart
Coca-Cola Company (KO) 0.2 $3.6M 60k 60.22
 View chart
Bank of America Corporation (BAC) 0.2 $3.6M +83% 126k 28.69
 View chart
Automatic Data Processing (ADP) 0.2 $3.6M +154% 16k 219.80
 View chart
Johnson & Johnson (JNJ) 0.2 $3.6M +9% 22k 165.52
 View chart
Abbott Laboratories (ABT) 0.2 $3.6M +20% 33k 109.02
 View chart
Cintas Corporation (CTAS) 0.2 $3.5M 7.0k 497.05
 View chart
Hershey Company (HSY) 0.2 $3.4M +3% 14k 249.70
 View chart
Vanguard Intl Equity Index F Tt Wrld St Etf (VT) 0.2 $3.4M -14% 35k 96.98
 View chart
CSX Corporation (CSX) 0.2 $3.3M 98k 34.10
 View chart
Amdocs SHS (DOX) 0.2 $3.3M -3% 34k 98.85
 View chart
Zoetis Cl A (ZTS) 0.1 $3.3M -11% 19k 172.21
 View chart
Waste Management (WM) 0.1 $3.3M +3% 19k 173.42
 View chart
Kimberly-Clark Corporation (KMB) 0.1 $3.2M +7% 23k 138.06
 View chart
BP Sponsored Adr (BP) 0.1 $3.1M 88k 35.29
 View chart
Ishares Tr Aggres Alloc Etf (AOA) 0.1 $3.0M +2% 46k 66.34
 View chart
Canadian Natl Ry (CNI) 0.1 $3.0M -5% 25k 121.07
 View chart
Verizon Communications (VZ) 0.1 $2.8M +170% 77k 37.19
 View chart
Host Hotels & Resorts (HST) 0.1 $2.8M +54% 166k 16.83
 View chart
Amgen (AMGN) 0.1 $2.8M -49% 13k 222.02
 View chart
Natwest Group Spons Adr (NWG) 0.1 $2.8M -13% 454k 6.12
 View chart
Morgan Stanley Com New (MS) 0.1 $2.8M +11% 32k 85.40
 View chart
Aon Shs Cl A (AON) 0.1 $2.7M -8% 8.0k 345.19
 View chart
Citigroup Com New (C) 0.1 $2.7M +21% 59k 46.04
 View chart
Applied Industrial Technologies (AIT) 0.1 $2.7M -12% 18k 144.83
 View chart
Advanced Micro Devices (AMD) 0.1 $2.6M -3% 23k 113.91
 View chart
Coca-cola Femsa Sab De Cv Sponsord Adr Rep (KOF) 0.1 $2.6M 32k 83.31
 View chart
AutoZone (AZO) 0.1 $2.6M -8% 1.0k 2493.36
 View chart
Banco Bilbao Vizcaya Argenta Sponsored Adr (BBVA) 0.1 $2.6M +6% 339k 7.68
 View chart
Astrazeneca Sponsored Adr (AZN) 0.1 $2.6M +9% 36k 71.57
 View chart
Hubbell (HUBB) 0.1 $2.6M -5% 7.7k 331.57
 View chart
Cgi Cl A Sub Vtg (GIB) 0.1 $2.5M +3% 24k 105.43
 View chart
O'reilly Automotive (ORLY) 0.1 $2.5M +7% 2.6k 955.30
 View chart
Old Dominion Freight Line (ODFL) 0.1 $2.5M -17% 6.7k 369.77
 View chart
Posco Holdings Sponsored Adr (PKX) 0.1 $2.4M +6% 33k 73.95
 View chart
3M Company (MMM) 0.1 $2.4M +210% 24k 100.09
 View chart
Shell Spon Ads (SHEL) 0.1 $2.4M +2% 39k 60.38
 View chart
Spdr Index Shs Fds Euro Stoxx 50 (FEZ) 0.1 $2.4M 52k 45.98
 View chart
Imperial Oil Com New (IMO) 0.1 $2.4M 46k 51.17
 View chart
Petroleo Brasileiro Sa Petro Sponsored Adr (PBR) 0.1 $2.3M +80% 168k 13.83
 View chart
Unum (UNM) 0.1 $2.3M +25% 49k 47.70
 View chart
Humana (HUM) 0.1 $2.3M +20% 5.2k 447.14
 View chart
Wells Fargo & Company (WFC) 0.1 $2.3M +52% 53k 42.68
 View chart
Rbc Cad (RY) 0.1 $2.2M -29% 23k 95.51
 View chart
Kla Corp Com New (KLAC) 0.1 $2.2M +48% 4.6k 485.02
 View chart
Marathon Petroleum Corp (MPC) 0.1 $2.2M -29% 19k 116.60
 View chart
S&p Global (SPGI) 0.1 $2.2M +4% 5.5k 400.91
 View chart
Suncor Energy (SU) 0.1 $2.2M +5% 75k 29.32
 View chart
Vanguard Intl Equity Index F Ftse Europe Etf (VGK) 0.1 $2.2M -2% 35k 61.70
 View chart
Paychex (PAYX) 0.1 $2.1M +113% 19k 111.87
 View chart
Ishares Tr 3 7 Yr Treas Bd (IEI) 0.1 $2.1M +86% 18k 115.26
 View chart
Raytheon Technologies Corp (RTX) 0.1 $2.1M +4% 21k 97.96
 View chart
Ubs Group SHS (UBS) 0.1 $2.1M +8% 103k 20.27
 View chart
Walt Disney Company (DIS) 0.1 $2.1M 23k 89.28
 View chart
Philip Morris International (PM) 0.1 $2.1M +8% 21k 97.62
 View chart
Canadian Natural Resources (CNQ) 0.1 $2.1M +54% 37k 56.26
 View chart
BorgWarner (BWA) 0.1 $2.1M -10% 42k 48.91
 View chart
salesforce (CRM) 0.1 $2.1M +5% 9.7k 211.26
 View chart
Deere & Company (DE) 0.1 $2.1M +4% 5.1k 405.16
 View chart
Sap Se Spon Adr (SAP) 0.1 $2.0M +6% 15k 136.81
 View chart
American Intl Group Com New (AIG) 0.1 $2.0M +76% 36k 57.54
 View chart
Vipshop Holdings Sponsored Ads A (VIPS) 0.1 $2.0M 124k 16.50
 View chart
Netflix (NFLX) 0.1 $2.0M +7% 4.6k 440.49
 View chart
Qualcomm (QCOM) 0.1 $2.0M -3% 17k 119.04
 View chart
GSK Sponsored Adr (GSK) 0.1 $2.0M -9% 56k 35.64
 View chart
Manulife Finl Corp (MFC) 0.1 $2.0M +27% 106k 18.91
 View chart
ConocoPhillips (COP) 0.1 $2.0M +7% 19k 103.61
 View chart
Msci (MSCI) 0.1 $1.9M -7% 4.1k 469.29
 View chart
Hp (HPQ) 0.1 $1.9M -6% 63k 30.71
 View chart
PNC Financial Services (PNC) 0.1 $1.9M +234% 15k 125.95
 View chart
Wisdomtree Tr Japn Hedge Eqt (DXJ) 0.1 $1.9M -6% 23k 83.25
 View chart
Vanguard Index Fds Real Estate Etf (VNQ) 0.1 $1.9M -14% 23k 83.56
 View chart
Arthur J. Gallagher & Co. (AJG) 0.1 $1.9M 8.5k 219.57
 View chart
Owens Corning (OC) 0.1 $1.9M +4% 14k 130.50
 View chart
Vanguard Scottsdale Fds Short Term Treas (VGSH) 0.1 $1.9M 32k 57.73
 View chart
Vanguard Specialized Funds Div App Etf (VIG) 0.1 $1.8M +17% 11k 162.43
 View chart
General Electric Com New (GE) 0.1 $1.8M 17k 109.85
 View chart
Ishares Tr Core S&p Ttl Stk (ITOT) 0.1 $1.8M +82% 19k 97.84
 View chart
Wisdomtree Tr Intl Smcap Div (DLS) 0.1 $1.8M +4% 31k 59.46
 View chart
Starbucks Corporation (SBUX) 0.1 $1.8M -3% 18k 99.06
 View chart
Green Brick Partners (GRBK) 0.1 $1.8M 32k 56.80
 View chart
Dell Technologies CL C (DELL) 0.1 $1.8M +6% 33k 54.11
 View chart
Omni (OMC) 0.1 $1.8M +5% 19k 95.15
 View chart
Bhp Group Sponsored Ads (BHP) 0.1 $1.8M +22% 30k 59.67
 View chart
Pulte (PHM) 0.1 $1.8M +11% 23k 77.68
 View chart
Xylem (XYL) 0.1 $1.8M 16k 112.62
 View chart
Belden (BDC) 0.1 $1.8M -20% 18k 95.65
 View chart
Goldman Sachs (GS) 0.1 $1.7M +9% 5.4k 322.51
 View chart
Jabil Circuit (JBL) 0.1 $1.7M -35% 16k 107.93
 View chart
Caterpillar (CAT) 0.1 $1.7M +4% 7.0k 246.04
 View chart
HSBC HLDGS Spon Adr New (HSBC) 0.1 $1.7M +14% 44k 39.62
 View chart
Sanofi Sponsored Adr (SNY) 0.1 $1.7M +4% 31k 53.90
 View chart
Intel Corporation (INTC) 0.1 $1.7M +6% 50k 33.44
 View chart
Micron Technology (MU) 0.1 $1.7M +12% 27k 63.11
 View chart
Totalenergies Se Sponsored Ads (TTE) 0.1 $1.7M 29k 57.64
 View chart
Ford Motor Company (F) 0.1 $1.7M -5% 109k 15.13
 View chart
Sony Group Corporation Sponsored Adr (SONY) 0.1 $1.6M +2% 18k 90.04
 View chart
Ishares Tr Dow Jones Us Etf (IYY) 0.1 $1.6M NEW 15k 108.33
 View chart
Pfizer (PFE) 0.1 $1.6M -11% 45k 36.68
 View chart
Texas Instruments Incorporated (TXN) 0.1 $1.6M -10% 9.0k 180.03
 View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.1 $1.6M +6% 4.0k 407.32
 View chart
Vale S A Sponsored Ads (VALE) 0.1 $1.6M -6% 119k 13.42
 View chart
Stryker Corporation (SYK) 0.1 $1.6M +17% 5.2k 305.09
 View chart
Turkcell Iletisim Hizmetleri Spon Adr New (TKC) 0.1 $1.6M -16% 442k 3.57
 View chart
America Movil Sab De Cv Spon Ads Rp Cl B (AMX) 0.1 $1.6M 72k 21.64
 View chart
Alibaba Group Hldg Sponsored Ads (BABA) 0.1 $1.5M +34% 19k 83.35
 View chart
Anthem (ELV) 0.1 $1.5M +13% 3.4k 444.28
 View chart
Cognizant Technology Solutio Cl A (CTSH) 0.1 $1.5M +132% 23k 65.28
 View chart
Oxford Industries (OXM) 0.1 $1.5M -25% 15k 98.42
 View chart
Reliance Steel & Aluminum (RS) 0.1 $1.5M +15% 5.6k 271.58
 View chart
Toyota Motor Corp Ads (TM) 0.1 $1.5M +3% 9.3k 160.75
 View chart
Orix Corp Sponsored Adr (IX) 0.1 $1.5M -5% 16k 91.21
 View chart
Hewlett Packard Enterprise (HPE) 0.1 $1.5M 89k 16.80
 View chart
CRH Adr (CRH) 0.1 $1.5M 27k 55.73
 View chart
Booking Holdings (BKNG) 0.1 $1.5M +40% 551.00 2700.33
 View chart
Boeing Company (BA) 0.1 $1.5M 7.0k 211.17
 View chart
Applied Materials (AMAT) 0.1 $1.5M -3% 10k 144.53
 View chart
Cars (CARS) 0.1 $1.5M +72% 75k 19.82
 View chart
West Fraser Timb (WFG) 0.1 $1.5M +280% 17k 85.98
 View chart
Cigna Corp (CI) 0.1 $1.5M +18% 5.2k 280.59
 View chart
Viatris (VTRS) 0.1 $1.5M +99% 147k 9.98
 View chart
Voya Financial (VOYA) 0.1 $1.5M +9% 20k 71.71
 View chart
Ishares Tr Ibonds Dec24 Etf (IBDP) 0.1 $1.4M -10% 58k 24.62
 View chart
Lam Research Corporation (LRCX) 0.1 $1.4M +9% 2.2k 642.95
 View chart
Ishares Tr Ibonds Dec25 Etf (IBDQ) 0.1 $1.4M -11% 58k 24.38
 View chart
Stantec (STN) 0.1 $1.4M +8% 21k 65.22
 View chart
Norfolk Southern (NSC) 0.1 $1.4M +2% 6.0k 226.76
 View chart
Thermo Fisher Scientific (TMO) 0.1 $1.4M -26% 2.6k 521.76
 View chart
Sherwin-Williams Company (SHW) 0.1 $1.4M +4% 5.1k 265.52
 View chart
Kroger (KR) 0.1 $1.3M +16% 29k 47.00
 View chart
Bristol Myers Squibb (BMY) 0.1 $1.3M -12% 21k 63.95
 View chart
Spdr Index Shs Fds Portfolio Emg Mk (SPEM) 0.1 $1.3M -4% 39k 34.38
 View chart
Accenture Plc Ireland Shs Class A (ACN) 0.1 $1.3M +2% 4.3k 308.58
 View chart
Interpublic Group of Companies (IPG) 0.1 $1.3M -8% 34k 38.58
 View chart
Toll Brothers (TOL) 0.1 $1.3M +4% 17k 79.07
 View chart
Marsh & McLennan Companies (MMC) 0.1 $1.3M +8% 6.9k 188.08
 View chart
Ishares Tr Ibonds Dec2026 (IBDR) 0.1 $1.3M -12% 55k 23.47
 View chart
Invesco Exch Trd Slf Idx Bulshs 2025 Cb (BSCP) 0.1 $1.3M NEW 63k 20.13
 View chart
Intuit (INTU) 0.1 $1.3M 2.8k 458.20
 View chart
Fastenal Company (FAST) 0.1 $1.2M 21k 58.99
 View chart
Ishares Tr Ibonds Dec23 Etf (IBDO) 0.1 $1.2M -19% 49k 25.29
 View chart
United Parcel Service CL B (UPS) 0.1 $1.2M +7% 6.8k 179.26
 View chart
Bel Fuse CL B (BELFB) 0.1 $1.2M +3% 21k 57.41
 View chart
American Express Company (AXP) 0.1 $1.2M 7.0k 174.19
 View chart
Bank of New York Mellon Corporation (BK) 0.1 $1.2M -48% 27k 44.52
 View chart
Spdr Ser Tr Portfolio S&p500 (SPLG) 0.1 $1.2M 23k 52.11
 View chart
TJX Companies (TJX) 0.1 $1.2M 14k 84.79
 View chart
Cummins (CMI) 0.1 $1.2M 4.9k 245.18
 View chart
Dillards Cl A (DDS) 0.1 $1.2M -15% 3.7k 326.29
 View chart
Vanguard Bd Index Fds Short Trm Bond (BSV) 0.1 $1.2M -10% 16k 75.57
 View chart
BlackRock (BLK) 0.1 $1.2M +35% 1.7k 691.05
 View chart
Grupo Aeroportuario Del Cent Spon Adr (OMAB) 0.1 $1.2M -2% 14k 84.84
 View chart
State Street Corporation (STT) 0.1 $1.2M +208% 16k 73.18
 View chart
Ishares Tr Msci Lw Crb Tg (CRBN) 0.1 $1.2M 7.5k 156.39
 View chart
Dow (DOW) 0.1 $1.2M +13% 22k 53.26
 View chart
Caci Intl Cl A (CACI) 0.1 $1.2M +8% 3.4k 340.84
 View chart
Covenant Logistics Group Cl A (CVLG) 0.1 $1.2M +4% 26k 43.83
 View chart
Spdr Ser Tr Nuveen Blmbrg Sh (SHM) 0.1 $1.2M -50% 25k 47.05
 View chart
Bce Com New (BCE) 0.1 $1.2M +4% 25k 45.59
 View chart
H&R Block (HRB) 0.1 $1.2M -19% 36k 31.87
 View chart
Greif Cl A (GEF) 0.1 $1.1M +83% 17k 68.89
 View chart
Celestica Sub Vtg Shs (CLS) 0.1 $1.1M +4% 79k 14.50
 View chart
General Mills (GIS) 0.1 $1.1M +19% 15k 76.70
 View chart
Pbf Energy Cl A (PBF) 0.1 $1.1M -29% 28k 40.94
 View chart
Shinhan Financial Group Co L Spn Adr Restrd (SHG) 0.1 $1.1M +131% 44k 26.06
 View chart
Unilever Spon Adr New (UL) 0.1 $1.1M +8% 22k 52.13
 View chart
Nike CL B (NKE) 0.1 $1.1M -9% 10k 110.37
 View chart
Ing Groep Sponsored Adr (ING) 0.1 $1.1M +20% 84k 13.47
 View chart
Bank Of Montreal Cadcom (BMO) 0.1 $1.1M +15% 13k 90.31
 View chart
Hca Holdings (HCA) 0.1 $1.1M 3.7k 303.47
 View chart
International Business Machines (IBM) 0.0 $1.1M -16% 8.3k 133.80
 View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 0.0 $1.1M 21k 51.70
 View chart
Cohu (COHU) 0.0 $1.1M -12% 26k 41.56
 View chart

Past Filings by Ritholtz Wealth Management

SEC 13F filings are viewable for Ritholtz Wealth Management going back to 2016

View all past filings