Comprehensive Portfolio Management
Latest statistics and disclosures from Ritholtz Wealth Management's latest quarterly 13F-HR filing:
- Top 5 stock holdings are VTI, QQQ, IVV, STIP, SPY, and represent 27.52% of Ritholtz Wealth Management's stock portfolio.
- Added to shares of these 10 stocks: BND (+$73M), AGG (+$44M), LQD (+$25M), STIP (+$12M), IEF (+$11M), WMT (+$7.6M), SHYG (+$7.4M), QQQ (+$5.5M), MSFT, NVO.
- Started 81 new stock positions in CNM, RACE, CM, GRNT, PHI, MELI, NHC, JXN, FUNC, NTAP.
- Reduced shares in these 10 stocks: BIL (-$69M), SHV (-$43M), IGSB (-$24M), CSCO, FBND, HUM, MMM, LMT, SJM, ADM.
- Sold out of its positions in AMLP, AKAM, ABEV, APA, FNGU, CFFI, TAST, CIA, COHU, CMPO.
- Ritholtz Wealth Management was a net buyer of stock by $139M.
- Ritholtz Wealth Management has $2.9B in assets under management (AUM), dropping by 12.47%.
- Central Index Key (CIK): 0001698218
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 csv
Download as Excel
Portfolio Holdings for Ritholtz Wealth Management
Ritholtz Wealth Management holds 787 positions in its portfolio as reported in the March 2024 quarterly 13F filing
Ritholtz Wealth Management has 787 total positions. Only the first 250 positions are shown.
- Sign up to view all of the Ritholtz Wealth Management March 31, 2024 positions
- Download the Ritholtz Wealth Management March 2024 csv data
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Vanguard Index Fds Total Stk Mkt (VTI) | 7.3 | $212M | 816k | 259.90 |
|
|
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 6.2 | $179M | +3% | 404k | 444.01 |
|
| Ishares Tr Core S&p500 Etf (IVV) | 6.1 | $178M | 339k | 525.73 |
|
|
| Ishares Tr 0-5 Yr Tips Etf (STIP) | 4.7 | $137M | +9% | 1.4M | 99.43 |
|
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 3.1 | $91M | +2% | 175k | 523.07 |
|
| Ishares Tr Core Msci Eafe (IEFA) | 2.8 | $81M | 1.1M | 74.22 |
|
|
| Fidelity Merrimack Str Tr Total Bd Etf (FBND) | 2.7 | $77M | -3% | 1.7M | 45.31 |
|
| Apple (AAPL) | 2.6 | $77M | 448k | 171.48 |
|
|
| Ishares Tr Core Us Aggbd Et (AGG) | 2.6 | $76M | +134% | 777k | 97.94 |
|
| Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 2.6 | $75M | +5135% | 1.0M | 72.63 |
|
| Vanguard Wellington Us Momentum (VFMO) | 2.2 | $64M | 421k | 151.28 |
|
|
| Microsoft Corporation (MSFT) | 2.0 | $59M | +8% | 141k | 420.72 |
|
| Dimensional Etf Trust Us Small Cap Val (DFSV) | 2.0 | $58M | +2% | 1.9M | 30.10 |
|
| Dimensional Etf Trust Intl Small Cap V (DISV) | 1.2 | $35M | +4% | 1.3M | 27.19 |
|
| Amazon (AMZN) | 1.2 | $34M | +5% | 189k | 180.38 |
|
| Ishares Tr Msci Intl Moment (IMTM) | 1.1 | $33M | 840k | 39.23 |
|
|
| NVIDIA Corporation (NVDA) | 1.1 | $32M | 35k | 903.57 |
|
|
| Ishares Tr Ishs 1-5yr Invs (IGSB) | 0.9 | $26M | -47% | 498k | 51.28 |
|
| Ishares Tr Iboxx Inv Cp Etf (LQD) | 0.9 | $25M | NEW | 228k | 108.92 |
|
| Dimensional Etf Trust Emerging Mkts Va (DFEV) | 0.8 | $24M | +3% | 924k | 25.96 |
|
| Ishares Tr Shrt Nat Mun Etf (SUB) | 0.8 | $23M | -2% | 222k | 104.73 |
|
| Ishares Core Msci Emkt (IEMG) | 0.8 | $23M | 448k | 51.60 |
|
|
| Alphabet Cap Stk Cl A (GOOGL) | 0.7 | $21M | -2% | 137k | 150.93 |
|
| Old Republic International Corporation (ORI) | 0.6 | $18M | +2% | 591k | 30.72 |
|
| Eli Lilly & Co. (LLY) | 0.6 | $18M | 23k | 777.95 |
|
|
| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.6 | $18M | 352k | 50.17 |
|
|
| Visa Com Cl A (V) | 0.6 | $17M | 60k | 279.08 |
|
|
| Alphabet Cap Stk Cl C (GOOG) | 0.5 | $16M | +2% | 102k | 152.26 |
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.5 | $15M | +4% | 36k | 420.53 |
|
| JPMorgan Chase & Co. (JPM) | 0.5 | $14M | +7% | 72k | 200.30 |
|
| Meta Platforms Cl A (META) | 0.5 | $14M | 29k | 485.59 |
|
|
| Novo-nordisk A S Adr (NVO) | 0.5 | $14M | +28% | 109k | 128.40 |
|
| Costco Wholesale Corporation (COST) | 0.4 | $13M | +2% | 17k | 732.62 |
|
| Procter & Gamble Company (PG) | 0.4 | $12M | +3% | 75k | 162.25 |
|
| Wal-Mart Stores (WMT) | 0.4 | $11M | +209% | 187k | 60.17 |
|
| Oracle Corporation (ORCL) | 0.4 | $11M | 84k | 125.61 |
|
|
| Ishares Tr 7-10 Yr Trsy Bd (IEF) | 0.4 | $11M | NEW | 111k | 94.66 |
|
| Broadcom (AVGO) | 0.3 | $9.9M | +6% | 7.5k | 1325.36 |
|
| Home Depot (HD) | 0.3 | $9.6M | +3% | 25k | 383.60 |
|
| Adobe Systems Incorporated (ADBE) | 0.3 | $9.3M | 18k | 504.60 |
|
|
| Novartis Sponsored Adr (NVS) | 0.3 | $9.1M | +31% | 94k | 96.73 |
|
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.3 | $8.9M | +14% | 66k | 136.05 |
|
| Builders FirstSource (BLDR) | 0.3 | $8.7M | 42k | 208.55 |
|
|
| Mastercard Incorporated Cl A (MA) | 0.3 | $8.4M | +2% | 17k | 481.58 |
|
| UnitedHealth (UNH) | 0.3 | $7.9M | -5% | 16k | 494.70 |
|
| McKesson Corporation (MCK) | 0.3 | $7.7M | 14k | 536.83 |
|
|
| Exxon Mobil Corporation (XOM) | 0.3 | $7.6M | +2% | 66k | 116.24 |
|
| Fair Isaac Corporation (FICO) | 0.3 | $7.5M | -6% | 6.0k | 1249.61 |
|
| Travelers Companies (TRV) | 0.3 | $7.4M | 32k | 230.14 |
|
|
| Emcor (EME) | 0.3 | $7.4M | 21k | 350.20 |
|
|
| Ishares Tr 0-5yr Hi Yl Cp (SHYG) | 0.3 | $7.4M | NEW | 174k | 42.55 |
|
| Ishares Tr 1 3 Yr Treas Bd (SHY) | 0.3 | $7.4M | -7% | 90k | 81.78 |
|
| Abbvie (ABBV) | 0.2 | $7.1M | +7% | 39k | 182.10 |
|
| Hartford Financial Services (HIG) | 0.2 | $6.8M | +2% | 66k | 103.05 |
|
| Asml Holding N V N Y Registry Shs (ASML) | 0.2 | $6.6M | +37% | 6.8k | 970.42 |
|
| Merck & Co (MRK) | 0.2 | $6.5M | 49k | 131.95 |
|
|
| Relx Sponsored Adr (RELX) | 0.2 | $6.3M | +18% | 146k | 43.29 |
|
| Bank of America Corporation (BAC) | 0.2 | $6.3M | +6% | 166k | 37.92 |
|
| Honeywell International (HON) | 0.2 | $6.3M | 31k | 205.25 |
|
|
| Verizon Communications (VZ) | 0.2 | $6.2M | +23% | 148k | 41.96 |
|
| Johnson & Johnson (JNJ) | 0.2 | $6.0M | +16% | 38k | 158.19 |
|
| Honda Motor Adr Ech Cnv In 3 (HMC) | 0.2 | $6.0M | +13% | 160k | 37.23 |
|
| Prologis (PLD) | 0.2 | $5.7M | +3% | 44k | 130.22 |
|
| Altria (MO) | 0.2 | $5.7M | +3% | 130k | 43.62 |
|
| Union Pacific Corporation (UNP) | 0.2 | $5.6M | +2% | 23k | 245.93 |
|
| Cardinal Health (CAH) | 0.2 | $5.5M | -5% | 49k | 111.90 |
|
| Tesla Motors (TSLA) | 0.2 | $5.4M | -5% | 31k | 175.79 |
|
| Banco Bilbao Vizcaya Argenta Sponsored Adr (BBVA) | 0.2 | $5.3M | +2% | 449k | 11.84 |
|
| Rio Tinto Sponsored Adr (RIO) | 0.2 | $5.3M | +7% | 83k | 63.74 |
|
| Vanguard Index Fds Large Cap Etf (VV) | 0.2 | $5.2M | +100% | 22k | 239.76 |
|
| Ishares Tr Short Treas Bd (SHV) | 0.2 | $5.2M | -89% | 47k | 110.54 |
|
| Ubs Group SHS (UBS) | 0.2 | $5.0M | +6% | 162k | 30.72 |
|
| Toyota Motor Corp Ads (TM) | 0.2 | $4.9M | +58% | 20k | 251.68 |
|
| Vanguard Index Fds Growth Etf (VUG) | 0.2 | $4.9M | +13% | 14k | 344.19 |
|
| Spdr Ser Tr S&p 600 Smcp Val (SLYV) | 0.2 | $4.8M | 58k | 82.97 |
|
|
| Canadian Natural Resources (CNQ) | 0.2 | $4.8M | +3% | 63k | 76.32 |
|
| Sap Se Spon Adr (SAP) | 0.2 | $4.7M | +44% | 24k | 195.03 |
|
| Vanguard Intl Equity Index F Allwrld Ex Us (VEU) | 0.2 | $4.7M | 81k | 58.65 |
|
|
| Shell Spon Ads (SHEL) | 0.2 | $4.7M | +44% | 70k | 67.04 |
|
| Cintas Corporation (CTAS) | 0.2 | $4.7M | 6.8k | 687.01 |
|
|
| Marathon Petroleum Corp (MPC) | 0.2 | $4.7M | +3% | 23k | 201.50 |
|
| Abbott Laboratories (ABT) | 0.2 | $4.6M | +10% | 41k | 113.66 |
|
| Manulife Finl Corp (MFC) | 0.2 | $4.6M | +23% | 185k | 24.99 |
|
| Spdr Ser Tr Bloomberg 1-3 Mo (BIL) | 0.2 | $4.5M | -93% | 49k | 91.80 |
|
| Vanguard Whitehall Fds High Div Yld (VYM) | 0.2 | $4.5M | +15% | 37k | 120.99 |
|
| Colgate-Palmolive Company (CL) | 0.2 | $4.5M | +2% | 50k | 90.05 |
|
| Advanced Micro Devices (AMD) | 0.2 | $4.4M | 25k | 180.49 |
|
|
| Gilead Sciences (GILD) | 0.2 | $4.4M | -6% | 60k | 73.25 |
|
| Comcast Corp Cl A (CMCSA) | 0.2 | $4.4M | +6% | 101k | 43.35 |
|
| McDonald's Corporation (MCD) | 0.2 | $4.4M | +4% | 16k | 281.96 |
|
| BP Sponsored Adr (BP) | 0.1 | $4.3M | +19% | 115k | 37.68 |
|
| Automatic Data Processing (ADP) | 0.1 | $4.3M | +6% | 17k | 249.74 |
|
| Lowe's Companies (LOW) | 0.1 | $4.3M | +2% | 17k | 254.74 |
|
| Celestica Sub Vtg Shs (CLS) | 0.1 | $4.3M | +2% | 95k | 44.94 |
|
| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.1 | $4.2M | +8% | 101k | 41.77 |
|
| Mondelez Intl Cl A (MDLZ) | 0.1 | $4.1M | 59k | 70.00 |
|
|
| Pulte (PHM) | 0.1 | $4.1M | +16% | 34k | 120.62 |
|
| AutoZone (AZO) | 0.1 | $4.0M | 1.3k | 3151.65 |
|
|
| Astrazeneca Sponsored Adr (AZN) | 0.1 | $4.0M | +50% | 59k | 67.75 |
|
| Waste Management (WM) | 0.1 | $4.0M | +2% | 19k | 213.15 |
|
| Vanguard Intl Equity Index F Tt Wrld St Etf (VT) | 0.1 | $4.0M | 36k | 110.50 |
|
|
| Suncor Energy (SU) | 0.1 | $3.9M | +21% | 105k | 36.91 |
|
| salesforce (CRM) | 0.1 | $3.9M | +19% | 13k | 301.18 |
|
| Mueller Industries (MLI) | 0.1 | $3.8M | -11% | 71k | 53.93 |
|
| Citigroup Com New (C) | 0.1 | $3.8M | +16% | 60k | 63.24 |
|
| Coca-Cola Company (KO) | 0.1 | $3.8M | +6% | 61k | 61.18 |
|
| Vanguard Malvern Fds Strm Infproidx (VTIP) | 0.1 | $3.7M | -7% | 77k | 47.89 |
|
| ConocoPhillips (COP) | 0.1 | $3.7M | -2% | 29k | 127.28 |
|
| Kla Corp Com New (KLAC) | 0.1 | $3.7M | +2% | 5.3k | 698.50 |
|
| Canadian Natl Ry (CNI) | 0.1 | $3.6M | +22% | 28k | 131.71 |
|
| Totalenergies Se Sponsored Ads (TTE) | 0.1 | $3.6M | +49% | 53k | 68.83 |
|
| Zoetis Cl A (ZTS) | 0.1 | $3.6M | 21k | 169.21 |
|
|
| CRH Ord (CRH) | 0.1 | $3.6M | +27% | 42k | 86.26 |
|
| PNC Financial Services (PNC) | 0.1 | $3.6M | +5% | 22k | 161.60 |
|
| Ishares Tr Aggres Alloc Etf (AOA) | 0.1 | $3.5M | -3% | 48k | 73.46 |
|
| Amgen (AMGN) | 0.1 | $3.5M | 12k | 284.32 |
|
|
| Chevron Corporation (CVX) | 0.1 | $3.5M | -8% | 22k | 157.74 |
|
| Imperial Oil Com New (IMO) | 0.1 | $3.5M | +4% | 50k | 69.13 |
|
| General Electric Com New (GE) | 0.1 | $3.5M | +9% | 20k | 175.53 |
|
| Petroleo Brasileiro Sa Petro Sponsored Adr (PBR) | 0.1 | $3.4M | 225k | 15.21 |
|
|
| Dell Technologies CL C (DELL) | 0.1 | $3.4M | +2% | 30k | 114.11 |
|
| CSX Corporation (CSX) | 0.1 | $3.4M | 92k | 37.07 |
|
|
| GSK Sponsored Adr (GSK) | 0.1 | $3.3M | +38% | 78k | 42.87 |
|
| Ishares Tr 3 7 Yr Treas Bd (IEI) | 0.1 | $3.3M | +51% | 29k | 115.81 |
|
| Netflix (NFLX) | 0.1 | $3.2M | +6% | 5.2k | 607.29 |
|
| Coca-cola Femsa Sab De Cv Sponsord Adr Rep (KOF) | 0.1 | $3.2M | 33k | 97.20 |
|
|
| Applied Industrial Technologies (AIT) | 0.1 | $3.2M | -8% | 16k | 197.55 |
|
| Morgan Stanley Com New (MS) | 0.1 | $3.1M | +3% | 33k | 94.16 |
|
| Cgi Cl A Sub Vtg (GIB) | 0.1 | $3.1M | +12% | 28k | 110.49 |
|
| Booking Holdings (BKNG) | 0.1 | $3.1M | +4% | 848.00 | 3628.13 |
|
| Pepsi (PEP) | 0.1 | $3.1M | -12% | 18k | 175.01 |
|
| Rbc Cad (RY) | 0.1 | $3.0M | +63% | 30k | 100.88 |
|
| Paychex (PAYX) | 0.1 | $3.0M | 25k | 122.80 |
|
|
| Sherwin-Williams Company (SHW) | 0.1 | $3.0M | +6% | 8.6k | 347.31 |
|
| Bhp Group Sponsored Ads (BHP) | 0.1 | $3.0M | +38% | 51k | 57.69 |
|
| Walt Disney Company (DIS) | 0.1 | $2.9M | +3% | 24k | 122.36 |
|
| General Dynamics Corporation (GD) | 0.1 | $2.9M | 10k | 282.50 |
|
|
| Old Dominion Freight Line (ODFL) | 0.1 | $2.9M | +99% | 13k | 219.31 |
|
| HSBC HLDGS Spon Adr New (HSBC) | 0.1 | $2.8M | +30% | 72k | 39.36 |
|
| Liberty Energy Com Cl A (LBRT) | 0.1 | $2.8M | +56% | 136k | 20.72 |
|
| Qualcomm (QCOM) | 0.1 | $2.8M | +3% | 17k | 169.30 |
|
| Kb Finl Group Sponsored Adr (KB) | 0.1 | $2.8M | +19% | 54k | 52.07 |
|
| O'reilly Automotive (ORLY) | 0.1 | $2.8M | +2% | 2.5k | 1128.88 |
|
| Hubbell (HUBB) | 0.1 | $2.8M | -7% | 6.7k | 415.07 |
|
| Shinhan Financial Group Co L Spn Adr Restrd (SHG) | 0.1 | $2.8M | +24% | 78k | 35.49 |
|
| Cisco Systems (CSCO) | 0.1 | $2.8M | -57% | 55k | 49.91 |
|
| Wells Fargo & Company (WFC) | 0.1 | $2.7M | +3% | 47k | 57.96 |
|
| Hca Holdings (HCA) | 0.1 | $2.7M | 8.0k | 333.53 |
|
|
| S&p Global (SPGI) | 0.1 | $2.7M | +4% | 6.2k | 425.47 |
|
| Goldman Sachs (GS) | 0.1 | $2.6M | +7% | 6.3k | 417.68 |
|
| Posco Holdings Sponsored Adr (PKX) | 0.1 | $2.6M | -4% | 34k | 78.42 |
|
| Hp (HPQ) | 0.1 | $2.6M | 87k | 30.22 |
|
|
| AmerisourceBergen (COR) | 0.1 | $2.6M | +4% | 11k | 242.99 |
|
| Micron Technology (MU) | 0.1 | $2.6M | -3% | 22k | 117.89 |
|
| American Intl Group Com New (AIG) | 0.1 | $2.6M | -12% | 33k | 78.17 |
|
| Ishares Tr Core S&p Scp Etf (IJR) | 0.1 | $2.5M | +15% | 23k | 110.52 |
|
| Thermo Fisher Scientific (TMO) | 0.1 | $2.5M | +9% | 4.3k | 581.24 |
|
| RBB Us Treasy 2 Yr (UTWO) | 0.1 | $2.5M | +484% | 52k | 48.09 |
|
| Intuit (INTU) | 0.1 | $2.4M | +15% | 3.8k | 649.95 |
|
| Spdr Index Shs Fds Euro Stoxx 50 (FEZ) | 0.1 | $2.4M | -9% | 46k | 52.55 |
|
| Allstate Corporation (ALL) | 0.1 | $2.4M | +3% | 14k | 173.01 |
|
| Caterpillar (CAT) | 0.1 | $2.4M | -12% | 6.6k | 366.43 |
|
| Applied Materials (AMAT) | 0.1 | $2.4M | +2% | 12k | 206.22 |
|
| Jabil Circuit (JBL) | 0.1 | $2.4M | -7% | 18k | 133.95 |
|
| Ishares Tr Core S&p Ttl Stk (ITOT) | 0.1 | $2.4M | +2% | 21k | 115.30 |
|
| Super Micro Computer (SMCI) | 0.1 | $2.4M | +6% | 2.3k | 1010.03 |
|
| Anthem (ELV) | 0.1 | $2.3M | 4.5k | 518.54 |
|
|
| Msci (MSCI) | 0.1 | $2.3M | 4.1k | 560.45 |
|
|
| Owens Corning (OC) | 0.1 | $2.3M | +2% | 14k | 166.80 |
|
| Coca-Cola Bottling Co. Consolidated (COKE) | 0.1 | $2.3M | +12% | 2.7k | 846.41 |
|
| Intel Corporation (INTC) | 0.1 | $2.3M | 52k | 44.17 |
|
|
| Stantec (STN) | 0.1 | $2.3M | +15% | 28k | 83.04 |
|
| Innovator Etfs Trust Defined Wlt Shld (BALT) | 0.1 | $2.3M | NEW | 78k | 29.26 |
|
| Vanguard Intl Equity Index F Ftse Europe Etf (VGK) | 0.1 | $2.3M | -5% | 34k | 67.34 |
|
| Lockheed Martin Corporation (LMT) | 0.1 | $2.3M | -35% | 5.0k | 454.84 |
|
| Lam Research Corporation (LRCX) | 0.1 | $2.2M | +4% | 2.3k | 971.58 |
|
| Wisdomtree Tr Japn Hedge Eqt (DXJ) | 0.1 | $2.2M | -8% | 21k | 108.50 |
|
| Vanguard Specialized Funds Div App Etf (VIG) | 0.1 | $2.2M | +7% | 12k | 182.61 |
|
| Cigna Corp (CI) | 0.1 | $2.2M | +2% | 6.1k | 363.18 |
|
| Starbucks Corporation (SBUX) | 0.1 | $2.2M | 24k | 91.39 |
|
|
| Ase Technology Hldg Sponsored Ads (ASX) | 0.1 | $2.2M | +18% | 200k | 10.99 |
|
| Arthur J. Gallagher & Co. (AJG) | 0.1 | $2.2M | 8.8k | 250.04 |
|
|
| Forestar Group (FOR) | 0.1 | $2.2M | +16% | 54k | 40.19 |
|
| Reliance Steel & Aluminum (RS) | 0.1 | $2.1M | +2% | 6.3k | 334.19 |
|
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.1 | $2.1M | +10% | 4.4k | 480.72 |
|
| Vipshop Hldgs Sponsored Ads A (VIPS) | 0.1 | $2.1M | +12% | 128k | 16.55 |
|
| Kroger (KR) | 0.1 | $2.1M | +28% | 37k | 57.13 |
|
| Valero Energy Corporation (VLO) | 0.1 | $2.1M | +3% | 12k | 170.69 |
|
| Unum (UNM) | 0.1 | $2.1M | -13% | 39k | 53.66 |
|
| InterDigital (IDCC) | 0.1 | $2.0M | +28% | 19k | 106.46 |
|
| Deutsche Bank A G Namen Akt (DB) | 0.1 | $2.0M | +7% | 129k | 15.77 |
|
| Raytheon Technologies Corp (RTX) | 0.1 | $2.0M | +12% | 21k | 97.53 |
|
| H&R Block (HRB) | 0.1 | $2.0M | 41k | 49.11 |
|
|
| Popular Com New (BPOP) | 0.1 | $2.0M | +23% | 23k | 88.09 |
|
| Stryker Corporation (SYK) | 0.1 | $2.0M | +6% | 5.6k | 357.85 |
|
| Consol Energy (CEIX) | 0.1 | $2.0M | +27% | 24k | 83.76 |
|
| International Business Machines (IBM) | 0.1 | $2.0M | +7% | 11k | 190.97 |
|
| Deere & Company (DE) | 0.1 | $2.0M | -8% | 4.9k | 410.71 |
|
| Domino's Pizza (DPZ) | 0.1 | $2.0M | 4.0k | 496.92 |
|
|
| Toll Brothers (TOL) | 0.1 | $2.0M | -14% | 15k | 129.37 |
|
| Viatris (VTRS) | 0.1 | $2.0M | 164k | 11.94 |
|
|
| Lloyds Banking Group Sponsored Adr (LYG) | 0.1 | $1.9M | +117% | 751k | 2.59 |
|
| Linde SHS (LIN) | 0.1 | $1.9M | +10% | 4.2k | 464.28 |
|
| American Express Company (AXP) | 0.1 | $1.9M | +19% | 8.4k | 227.70 |
|
| Chubb (CB) | 0.1 | $1.9M | +41% | 7.4k | 259.14 |
|
| Cemex Sab De Cv Spon Adr New (CX) | 0.1 | $1.9M | +7% | 211k | 9.01 |
|
| Accenture Plc Ireland Shs Class A (ACN) | 0.1 | $1.9M | +13% | 5.5k | 346.62 |
|
| Ishares Tr Dow Jones Us Etf (IYY) | 0.1 | $1.9M | 15k | 128.09 |
|
|
| Eaton Corp SHS (ETN) | 0.1 | $1.9M | +5% | 6.0k | 312.68 |
|
| Vale S A Sponsored Ads (VALE) | 0.1 | $1.9M | +4% | 154k | 12.19 |
|
| Vodafone Group Sponsored Adr (VOD) | 0.1 | $1.9M | +15% | 210k | 8.90 |
|
| Unilever Spon Adr New (UL) | 0.1 | $1.9M | +34% | 37k | 50.19 |
|
| Orix Corp Sponsored Adr (IX) | 0.1 | $1.8M | +2% | 17k | 110.20 |
|
| Marsh & McLennan Companies (MMC) | 0.1 | $1.8M | +7% | 8.9k | 205.98 |
|
| AutoNation (AN) | 0.1 | $1.8M | -7% | 11k | 165.58 |
|
| Turkcell Iletisim Hizmetleri Spon Adr New (TKC) | 0.1 | $1.8M | -11% | 352k | 5.19 |
|
| Servicenow (NOW) | 0.1 | $1.8M | +6% | 2.4k | 762.40 |
|
| Barclays Adr (BCS) | 0.1 | $1.8M | +16% | 189k | 9.45 |
|
| Vanguard Index Fds Real Estate Etf (VNQ) | 0.1 | $1.8M | -3% | 21k | 86.48 |
|
| Modine Manufacturing (MOD) | 0.1 | $1.8M | -16% | 19k | 95.19 |
|
| Omni (OMC) | 0.1 | $1.8M | 18k | 96.76 |
|
|
| Uber Technologies (UBER) | 0.1 | $1.7M | -28% | 23k | 76.99 |
|
| Williams-Sonoma (WSM) | 0.1 | $1.7M | +72% | 5.5k | 317.52 |
|
| Comfort Systems USA (FIX) | 0.1 | $1.7M | -4% | 5.5k | 317.70 |
|
| TJX Companies (TJX) | 0.1 | $1.7M | +2% | 17k | 101.42 |
|
| eBay (EBAY) | 0.1 | $1.7M | +120% | 33k | 52.78 |
|
| AFLAC Incorporated (AFL) | 0.1 | $1.7M | 20k | 85.86 |
|
|
| Host Hotels & Resorts (HST) | 0.1 | $1.7M | -16% | 82k | 20.68 |
|
| Philip Morris International (PM) | 0.1 | $1.7M | -6% | 19k | 91.62 |
|
| Fastenal Company (FAST) | 0.1 | $1.7M | +4% | 22k | 77.14 |
|
| Sony Group Corp Sponsored Adr (SONY) | 0.1 | $1.7M | 20k | 85.74 |
|
|
| British Amern Tob Sponsored Adr (BTI) | 0.1 | $1.7M | +59% | 55k | 30.50 |
|
| Cognizant Technology Solutio Cl A (CTSH) | 0.1 | $1.6M | -4% | 23k | 73.29 |
|
| Shopify Cl A (SHOP) | 0.1 | $1.6M | +69% | 21k | 77.17 |
|
| Gms (GMS) | 0.1 | $1.6M | +3% | 17k | 97.34 |
|
| Capital One Financial (COF) | 0.1 | $1.6M | +11% | 11k | 148.90 |
|
| Toronto Dominion Bk Ont Com New (TD) | 0.1 | $1.6M | +97% | 27k | 60.38 |
|
| Fomento Economico Mexicano S Spon Adr Units (FMX) | 0.1 | $1.6M | +3% | 12k | 130.27 |
|
| BlackRock (BLK) | 0.1 | $1.6M | +9% | 1.9k | 833.69 |
|
| Allison Transmission Hldngs I (ALSN) | 0.1 | $1.6M | -5% | 19k | 81.16 |
|
| Cummins (CMI) | 0.1 | $1.6M | +12% | 5.3k | 294.68 |
|
| Vanguard Scottsdale Fds Vng Rus1000grw (VONG) | 0.1 | $1.6M | +111% | 18k | 86.67 |
|
| Seagate Technology Hldngs Pl Ord Shs (STX) | 0.1 | $1.6M | -3% | 17k | 93.05 |
|
| Danaher Corporation (DHR) | 0.1 | $1.6M | +28% | 6.2k | 249.71 |
|
| Green Brick Partners (GRBK) | 0.1 | $1.5M | 26k | 60.23 |
|
|
| Ing Groep Sponsored Adr (ING) | 0.1 | $1.5M | +16% | 94k | 16.49 |
|
| Norfolk Southern (NSC) | 0.1 | $1.5M | +2% | 6.0k | 254.87 |
|
| Wisdomtree Tr Intl Smcap Div (DLS) | 0.1 | $1.5M | -18% | 24k | 65.21 |
|
| Insight Enterprises (NSIT) | 0.1 | $1.5M | +4% | 8.3k | 185.52 |
|
| Tenet Healthcare Corp Com New (THC) | 0.1 | $1.5M | +34% | 15k | 105.11 |
|
Past Filings by Ritholtz Wealth Management
SEC 13F filings are viewable for Ritholtz Wealth Management going back to 2016
- 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
- Ritholtz Wealth Management 2021 Q3 filed Oct. 14, 2021
- Ritholtz Wealth Management 2021 Q2 filed July 20, 2021
- Ritholtz Wealth Management 2021 Q1 filed May 12, 2021
- Ritholtz Wealth Management 2020 Q4 filed Jan. 19, 2021
- Ritholtz Wealth Management 2020 Q3 filed Oct. 23, 2020
- Ritholtz Wealth Management 2020 Q2 filed July 15, 2020