Comprehensive Portfolio Management

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

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

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Portfolio Holdings for Ritholtz Wealth Management

Ritholtz Wealth Management holds 753 positions in its portfolio as reported in the December 2023 quarterly 13F filing

Ritholtz Wealth Management has 753 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) 7.5 $194M 819k 237.22
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Ishares Tr Core S&p500 Etf (IVV) 6.2 $160M +8% 336k 477.63
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Invesco Qqq Tr Unit Ser 1 (QQQ) 6.2 $160M +22% 391k 409.52
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Ishares Tr 0-5 Yr Tips Etf (STIP) 4.8 $124M +10% 1.3M 98.59
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Apple (AAPL) 3.3 $85M 440k 192.53
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Fidelity Merrimack Str Tr Total Bd Etf (FBND) 3.1 $81M +7% 1.8M 46.04
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Spdr S&p 500 Etf Tr Tr Unit (SPY) 3.1 $81M 170k 475.31
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Ishares Tr Core Msci Eafe (IEFA) 2.9 $76M +6% 1.1M 70.35
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Spdr Ser Tr Bloomberg 1-3 Mo (BIL) 2.8 $73M 795k 91.39
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Vanguard Wellington Us Momentum (VFMO) 2.1 $55M +3% 421k 131.29
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Dimensional Etf Trust Us Small Cap Val (DFSV) 2.1 $55M +3% 1.9M 29.12
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Ishares Tr Ishs 1-5yr Invs (IGSB) 1.9 $49M +20% 958k 51.27
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Microsoft Corporation (MSFT) 1.9 $49M 129k 376.04
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Ishares Tr Short Treas Bd (SHV) 1.9 $48M +16% 434k 110.13
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Ishares Tr Core Us Aggbd Et (AGG) 1.3 $33M +22% 332k 99.25
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Dimensional Etf Trust Intl Small Cap V (DISV) 1.2 $32M +3% 1.2M 25.79
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Ishares Tr Msci Intl Moment (IMTM) 1.1 $29M +2% 834k 34.29
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Amazon (AMZN) 1.1 $27M 180k 151.94
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Ishares Tr Shrt Nat Mun Etf (SUB) 0.9 $24M 228k 105.43
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Ishares Core Msci Emkt (IEMG) 0.9 $23M +4% 448k 50.58
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Dimensional Etf Trust Emerging Mkts Va (DFEV) 0.9 $23M +3% 892k 25.20
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Alphabet Cap Stk Cl A (GOOGL) 0.8 $20M +2% 140k 139.69
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NVIDIA Corporation (NVDA) 0.7 $18M 36k 495.21
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Old Republic International Corporation (ORI) 0.7 $17M 577k 29.40
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Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.7 $17M -3% 354k 47.90
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Visa Com Cl A (V) 0.6 $15M 59k 260.35
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Alphabet Cap Stk Cl C (GOOG) 0.5 $14M 99k 140.93
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Eli Lilly & Co. (LLY) 0.5 $14M -6% 23k 582.92
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Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.5 $12M 34k 356.66
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JPMorgan Chase & Co. (JPM) 0.4 $11M +10% 67k 170.10
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Adobe Systems Incorporated (ADBE) 0.4 $11M +2% 19k 596.60
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Costco Wholesale Corporation (COST) 0.4 $11M +2% 17k 660.07
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Procter & Gamble Company (PG) 0.4 $11M +24% 72k 146.54
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Meta Platforms Cl A (META) 0.4 $10M 29k 353.96
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Wal-Mart Stores (WMT) 0.4 $9.5M +5% 61k 157.65
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UnitedHealth (UNH) 0.3 $8.9M +19% 17k 526.48
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Oracle Corporation (ORCL) 0.3 $8.9M -3% 84k 105.43
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Novo-nordisk A S Adr (NVO) 0.3 $8.7M +3% 85k 103.45
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Home Depot (HD) 0.3 $8.4M +21% 24k 346.54
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Tesla Motors (TSLA) 0.3 $8.1M 33k 248.48
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Ishares Tr 1 3 Yr Treas Bd (SHY) 0.3 $8.0M -11% 97k 82.04
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Broadcom (AVGO) 0.3 $7.8M +6% 7.0k 1116.31
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Fair Isaac Corporation (FICO) 0.3 $7.5M -5% 6.4k 1164.01
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Novartis Sponsored Adr (NVS) 0.3 $7.2M +5% 72k 100.97
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Mastercard Incorporated Cl A (MA) 0.3 $7.2M 17k 426.52
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Builders FirstSource (BLDR) 0.3 $7.0M +4% 42k 166.94
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McKesson Corporation (MCK) 0.3 $6.7M 14k 462.99
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Honeywell International (HON) 0.3 $6.5M -5% 31k 209.71
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Cisco Systems (CSCO) 0.3 $6.5M -6% 129k 50.52
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Exxon Mobil Corporation (XOM) 0.2 $6.4M -2% 64k 99.98
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Travelers Companies (TRV) 0.2 $6.1M 32k 190.49
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Taiwan Semiconductor Mfg Sponsored Ads (TSM) 0.2 $6.0M +11% 57k 104.00
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Rio Tinto Sponsored Adr (RIO) 0.2 $5.7M 77k 74.46
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Abbvie (ABBV) 0.2 $5.6M -9% 36k 154.97
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Prologis (PLD) 0.2 $5.6M 42k 133.30
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Union Pacific Corporation (UNP) 0.2 $5.4M +2% 22k 245.62
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Merck & Co (MRK) 0.2 $5.3M -9% 49k 109.02
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Bank of America Corporation (BAC) 0.2 $5.3M +10% 156k 33.67
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Cardinal Health (CAH) 0.2 $5.2M +2% 52k 100.80
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Gilead Sciences (GILD) 0.2 $5.2M +2% 64k 81.01
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Hartford Financial Services (HIG) 0.2 $5.2M 64k 80.38
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Altria (MO) 0.2 $5.1M +156% 126k 40.34
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Johnson & Johnson (JNJ) 0.2 $5.1M -21% 32k 156.74
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Relx Sponsored Adr (RELX) 0.2 $4.9M +5% 124k 39.66
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Spdr Ser Tr S&p 600 Smcp Val (SLYV) 0.2 $4.9M 59k 83.31
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Ubs Group SHS (UBS) 0.2 $4.7M +7% 153k 30.90
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Emcor (EME) 0.2 $4.6M 21k 215.43
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Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 0.2 $4.6M -2% 81k 56.14
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Verizon Communications (VZ) 0.2 $4.5M +253% 120k 37.70
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McDonald's Corporation (MCD) 0.2 $4.4M -11% 15k 296.51
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Honda Motor Adr Ech Cnv In 3 (HMC) 0.2 $4.4M +3% 142k 30.91
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Zoetis Cl A (ZTS) 0.2 $4.3M -2% 22k 197.37
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Mondelez Intl Cl A (MDLZ) 0.2 $4.2M 59k 72.43
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Comcast Corp Cl A (CMCSA) 0.2 $4.2M 95k 43.85
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Cintas Corporation (CTAS) 0.2 $4.1M 6.8k 602.63
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Abbott Laboratories (ABT) 0.2 $4.1M +2% 37k 110.07
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Banco Bilbao Vizcaya Argenta Sponsored Adr (BBVA) 0.2 $4.0M +7% 438k 9.11
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Canadian Natural Resources (CNQ) 0.2 $4.0M +6% 61k 65.52
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Vanguard Malvern Fds Strm Infproidx (VTIP) 0.2 $3.9M +7% 83k 47.49
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Vanguard Index Fds Growth Etf (VUG) 0.1 $3.9M +10% 12k 310.88
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Colgate-Palmolive Company (CL) 0.1 $3.9M 48k 79.71
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Mueller Industries (MLI) 0.1 $3.8M +91% 81k 47.15
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Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.1 $3.8M 93k 41.10
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Automatic Data Processing (ADP) 0.1 $3.8M -24% 16k 232.98
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Asml Holding N V N Y Registry Shs (ASML) 0.1 $3.8M +5% 5.0k 756.98
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Advanced Micro Devices (AMD) 0.1 $3.7M +6% 25k 147.41
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Vanguard Intl Equity Index F Tt Wrld St Etf (VT) 0.1 $3.7M -2% 36k 102.88
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Lowe's Companies (LOW) 0.1 $3.6M -8% 16k 222.55
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Chevron Corporation (CVX) 0.1 $3.6M -13% 24k 149.16
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Vanguard Whitehall Fds High Div Yld (VYM) 0.1 $3.6M +4% 32k 111.63
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Petroleo Brasileiro Sa Petro Sponsored Adr (PBR) 0.1 $3.5M +16% 222k 15.97
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Lockheed Martin Corporation (LMT) 0.1 $3.5M +90% 7.8k 453.21
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Amgen (AMGN) 0.1 $3.5M -13% 12k 288.01
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ConocoPhillips (COP) 0.1 $3.5M -4% 30k 116.07
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BP Sponsored Adr (BP) 0.1 $3.4M -3% 97k 35.40
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Pepsi (PEP) 0.1 $3.4M -65% 20k 169.84
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Ishares Tr Aggres Alloc Etf (AOA) 0.1 $3.4M +2% 49k 69.05
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Coca-Cola Company (KO) 0.1 $3.4M 58k 58.93
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Posco Holdings Sponsored Adr (PKX) 0.1 $3.3M +3% 35k 95.11
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AutoZone (AZO) 0.1 $3.3M 1.3k 2585.61
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Marathon Petroleum Corp (MPC) 0.1 $3.3M +4% 22k 148.36
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Manulife Finl Corp (MFC) 0.1 $3.3M +20% 150k 22.10
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Waste Management (WM) 0.1 $3.2M 18k 179.10
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PNC Financial Services (PNC) 0.1 $3.2M +47% 21k 154.85
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Shell Spon Ads (SHEL) 0.1 $3.2M +6% 49k 65.80
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CSX Corporation (CSX) 0.1 $3.2M +2% 91k 34.67
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Coca-cola Femsa Sab De Cv Sponsord Adr Rep (KOF) 0.1 $3.0M +3% 32k 94.64
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Pulte (PHM) 0.1 $3.0M +18% 29k 103.22
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Applied Industrial Technologies (AIT) 0.1 $3.0M -3% 17k 172.69
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Kla Corp Com New (KLAC) 0.1 $3.0M +9% 5.2k 581.29
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Morgan Stanley Com New (MS) 0.1 $3.0M 32k 93.25
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Paychex (PAYX) 0.1 $2.9M 24k 119.11
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Booking Holdings (BKNG) 0.1 $2.9M +6% 813.00 3547.22
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Canadian Natl Ry (CNI) 0.1 $2.8M +6% 23k 125.63
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salesforce (CRM) 0.1 $2.8M +4% 11k 263.14
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Suncor Energy (SU) 0.1 $2.8M 87k 32.04
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Imperial Oil Com New (IMO) 0.1 $2.7M +3% 48k 57.19
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Celestica Sub Vtg Shs (CLS) 0.1 $2.7M 92k 29.28
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Old Dominion Freight Line (ODFL) 0.1 $2.7M 6.6k 405.36
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General Dynamics Corporation (GD) 0.1 $2.7M 10k 259.66
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Cgi Cl A Sub Vtg (GIB) 0.1 $2.7M 25k 107.21
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Citigroup Com New (C) 0.1 $2.7M +38% 52k 51.44
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S&p Global (SPGI) 0.1 $2.6M +3% 6.0k 440.51
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Astrazeneca Sponsored Adr (AZN) 0.1 $2.6M +6% 39k 67.35
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Sap Se Spon Adr (SAP) 0.1 $2.6M +6% 17k 154.59
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Intel Corporation (INTC) 0.1 $2.6M 52k 50.25
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Hp (HPQ) 0.1 $2.6M +8% 85k 30.09
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American Intl Group Com New (AIG) 0.1 $2.6M +5% 38k 67.75
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Bhp Group Sponsored Ads (BHP) 0.1 $2.5M +22% 37k 68.31
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Sherwin-Williams Company (SHW) 0.1 $2.5M +51% 8.0k 311.90
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Jabil Circuit (JBL) 0.1 $2.5M +6% 19k 127.40
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Spdr Index Shs Fds Euro Stoxx 50 (FEZ) 0.1 $2.5M 52k 47.81
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Netflix (NFLX) 0.1 $2.4M +4% 4.9k 486.88
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Hubbell (HUBB) 0.1 $2.4M -6% 7.3k 328.91
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Totalenergies Se Sponsored Ads (TTE) 0.1 $2.4M +13% 35k 67.38
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Starbucks Corporation (SBUX) 0.1 $2.4M +6% 25k 96.01
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Msci (MSCI) 0.1 $2.3M 4.1k 565.65
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Vale S A Sponsored Ads (VALE) 0.1 $2.3M +21% 148k 15.86
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Vanguard Index Fds Large Cap Etf (VV) 0.1 $2.3M NEW 11k 218.15
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Qualcomm (QCOM) 0.1 $2.3M 16k 144.63
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O'reilly Automotive (ORLY) 0.1 $2.3M 2.4k 950.08
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General Electric Com New (GE) 0.1 $2.3M +7% 18k 127.63
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Vanguard Intl Equity Index F Ftse Europe Etf (VGK) 0.1 $2.3M 36k 64.48
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Goldman Sachs (GS) 0.1 $2.3M +2% 5.9k 385.78
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CRH Ord (CRH) 0.1 $2.3M +16% 33k 69.16
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Toyota Motor Corp Ads (TM) 0.1 $2.3M +9% 12k 183.37
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Coca-Cola Bottling Co. Consolidated (COKE) 0.1 $2.3M +51% 2.4k 928.53
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Humana (HUM) 0.1 $2.2M +504% 4.9k 457.84
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Caterpillar (CAT) 0.1 $2.2M 7.5k 295.67
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HSBC HLDGS Spon Adr New (HSBC) 0.1 $2.2M +13% 55k 40.54
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Dell Technologies CL C (DELL) 0.1 $2.2M 29k 76.50
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Wells Fargo & Company (WFC) 0.1 $2.2M +3% 45k 49.22
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Ishares Tr 3 7 Yr Treas Bd (IEI) 0.1 $2.2M +2% 19k 117.13
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Hca Holdings (HCA) 0.1 $2.2M +24% 8.0k 270.68
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Ishares Tr Core S&p Scp Etf (IJR) 0.1 $2.1M +45% 20k 108.25
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3M Company (MMM) 0.1 $2.1M -20% 20k 109.32
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Deere & Company (DE) 0.1 $2.1M -9% 5.3k 399.84
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AmerisourceBergen (COR) 0.1 $2.1M 10k 205.38
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Walt Disney Company (DIS) 0.1 $2.1M +11% 23k 90.29
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Ishares Tr Core S&p Ttl Stk (ITOT) 0.1 $2.1M +4% 20k 105.23
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Anthem (ELV) 0.1 $2.1M -15% 4.4k 471.54
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GSK Sponsored Adr (GSK) 0.1 $2.1M 56k 37.06
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Thermo Fisher Scientific (TMO) 0.1 $2.1M +6% 3.9k 530.81
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Intuit (INTU) 0.1 $2.0M +4% 3.3k 625.12
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Unum (UNM) 0.1 $2.0M -11% 45k 45.22
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Vipshop Hldgs Sponsored Ads A (VIPS) 0.1 $2.0M -9% 113k 17.76
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Owens Corning (OC) 0.1 $2.0M 14k 148.23
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H&R Block (HRB) 0.1 $2.0M +5% 41k 48.37
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Wisdomtree Tr Japn Hedge Eqt (DXJ) 0.1 $2.0M 23k 87.98
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Uber Technologies (UBER) 0.1 $2.0M +16% 32k 61.57
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Arthur J. Gallagher & Co. (AJG) 0.1 $1.9M 8.7k 224.88
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Micron Technology (MU) 0.1 $1.9M -4% 23k 85.34
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Vanguard Specialized Funds Div App Etf (VIG) 0.1 $1.9M -3% 11k 170.40
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Shinhan Financial Group Co L Spn Adr Restrd (SHG) 0.1 $1.9M +28% 63k 30.78
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Stantec (STN) 0.1 $1.9M +7% 24k 80.19
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Turkcell Iletisim Hizmetleri Spon Adr New (TKC) 0.1 $1.9M -8% 398k 4.81
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Host Hotels & Resorts (HST) 0.1 $1.9M -8% 98k 19.47
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Allstate Corporation (ALL) 0.1 $1.9M +2% 14k 139.98
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Consol Energy (CEIX) 0.1 $1.9M +8% 19k 100.53
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Vanguard Index Fds Real Estate Etf (VNQ) 0.1 $1.9M -5% 21k 88.36
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Philip Morris International (PM) 0.1 $1.9M -57% 20k 94.08
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Rbc Cad (RY) 0.1 $1.9M +6% 18k 101.13
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Kb Finl Group Sponsored Adr (KB) 0.1 $1.9M +17% 45k 41.37
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Wisdomtree Tr Intl Smcap Div (DLS) 0.1 $1.9M +5% 29k 63.85
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Toll Brothers (TOL) 0.1 $1.8M +7% 18k 102.79
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Applied Materials (AMAT) 0.1 $1.8M +7% 11k 162.07
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Sony Group Corp Sponsored Adr (SONY) 0.1 $1.8M +5% 19k 94.69
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Boeing Company (BA) 0.1 $1.8M +5% 7.0k 260.65
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AutoNation (AN) 0.1 $1.8M -12% 12k 150.18
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Pdd Holdings Sponsored Ads (PDD) 0.1 $1.8M 12k 146.31
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Cognizant Technology Solutio Cl A (CTSH) 0.1 $1.8M 24k 75.53
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Cigna Corp (CI) 0.1 $1.8M +5% 5.9k 299.44
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Viatris (VTRS) 0.1 $1.7M 161k 10.83
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Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.1 $1.7M +2% 4.0k 436.85
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Lam Research Corporation (LRCX) 0.1 $1.7M 2.2k 783.19
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Reliance Steel & Aluminum (RS) 0.1 $1.7M 6.2k 279.70
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Ishares Tr Dow Jones Us Etf (IYY) 0.1 $1.7M 15k 116.53
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Nike CL B (NKE) 0.1 $1.7M +20% 16k 108.57
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Accenture Plc Ireland Shs Class A (ACN) 0.1 $1.7M +5% 4.8k 350.87
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AFLAC Incorporated (AFL) 0.1 $1.6M +24% 20k 82.50
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Cars (CARS) 0.1 $1.6M +12% 86k 18.97
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Domino's Pizza (DPZ) 0.1 $1.6M +79% 4.0k 412.26
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InterDigital (IDCC) 0.1 $1.6M +59% 15k 108.54
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Deutsche Bank A G Namen Akt (DB) 0.1 $1.6M +41% 119k 13.55
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Sanofi Sponsored Adr (SNY) 0.1 $1.6M 32k 49.73
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Ase Technology Hldg Sponsored Ads (ASX) 0.1 $1.6M +58% 169k 9.41
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International Business Machines (IBM) 0.1 $1.6M +2% 9.7k 163.55
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Stryker Corporation (SYK) 0.1 $1.6M 5.3k 299.47
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Servicenow (NOW) 0.1 $1.6M +9% 2.2k 706.49
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Liberty Energy Com Cl A (LBRT) 0.1 $1.6M +65% 87k 18.14
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Vodafone Group Sponsored Adr (VOD) 0.1 $1.6M +41% 181k 8.70
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Marsh & McLennan Companies (MMC) 0.1 $1.6M -26% 8.3k 189.46
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Raytheon Technologies Corp (RTX) 0.1 $1.6M +35% 19k 84.14
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Omni (OMC) 0.1 $1.6M 18k 86.51
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TJX Companies (TJX) 0.1 $1.6M +5% 17k 93.81
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Archer Daniels Midland Company (ADM) 0.1 $1.5M -2% 21k 72.22
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Valero Energy Corporation (VLO) 0.1 $1.5M +2% 12k 130.00
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Fomento Economico Mexicano S Spon Adr Units (FMX) 0.1 $1.5M +33% 12k 130.35
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Linde SHS (LIN) 0.1 $1.5M +10% 3.8k 410.73
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Forestar Group (FOR) 0.1 $1.5M +79% 47k 33.07
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Orix Corp Sponsored Adr (IX) 0.1 $1.5M 16k 93.39
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Cemex Sab De Cv Spon Adr New (CX) 0.1 $1.5M +7% 197k 7.75
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Expedia Group Com New (EXPE) 0.1 $1.5M +38% 10k 151.79
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Popular Com New (BPOP) 0.1 $1.5M +253% 19k 82.07
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Seagate Technology Hldngs Pl Ord Shs (STX) 0.1 $1.5M +14% 17k 85.37
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Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.1 $1.4M NEW 20k 73.55
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Vanguard Index Fds Small Cp Etf (VB) 0.1 $1.4M +45% 6.7k 213.31
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Ishares Tr Ibonds Dec24 Etf (IBDP) 0.1 $1.4M 57k 24.91
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Ishares Tr Ibonds Dec25 Etf (IBDQ) 0.1 $1.4M 57k 24.76
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Public Storage (PSA) 0.1 $1.4M -7% 4.6k 305.03
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Telefonica Brasil Sa New Adr (VIV) 0.1 $1.4M +57% 129k 10.94
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American Tower Reit (AMT) 0.1 $1.4M +174% 6.5k 215.87
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BlackRock (BLK) 0.1 $1.4M -4% 1.7k 811.61
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Insight Enterprises (NSIT) 0.1 $1.4M +12% 7.9k 177.19
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Spdr Gold Tr Gold Shs (GLD) 0.1 $1.4M 7.3k 191.17
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Matson (MATX) 0.1 $1.4M +39% 13k 109.60
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Norfolk Southern (NSC) 0.1 $1.4M 5.9k 236.38
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Clorox Company (CLX) 0.1 $1.4M +232% 9.7k 142.59
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Vanguard Scottsdale Fds Short Term Treas (VGSH) 0.1 $1.4M -4% 24k 58.33
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Eaton Corp SHS (ETN) 0.1 $1.4M +5% 5.7k 240.84
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Spdr Index Shs Fds Portfolio Emg Mk (SPEM) 0.1 $1.4M 39k 35.41
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Fastenal Company (FAST) 0.1 $1.4M 21k 64.77
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Bel Fuse CL B (BELFB) 0.1 $1.4M +5% 20k 66.77
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Green Brick Partners (GRBK) 0.1 $1.3M -3% 26k 51.94
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Gms (GMS) 0.1 $1.3M +8% 16k 82.43
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Thor Industries (THO) 0.1 $1.3M +39% 11k 118.25
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Modine Manufacturing (MOD) 0.1 $1.3M -10% 22k 59.70
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Unilever Spon Adr New (UL) 0.1 $1.3M +10% 27k 48.48
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Alibaba Group Hldg Sponsored Ads (BABA) 0.1 $1.3M -17% 17k 77.51
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Ishares Tr Ibonds Dec2026 (IBDR) 0.1 $1.3M 55k 23.90
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Past Filings by Ritholtz Wealth Management

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

View all past filings