Comprehensive Portfolio Management
Latest statistics and disclosures from Ritholtz Wealth Management's latest quarterly 13F-HR filing:
- Top 5 stock holdings are VTI, IVV, STIP, AAPL, BND, and represent 26.76% of Ritholtz Wealth Management's stock portfolio.
- Added to shares of these 10 stocks: VTI (+$63M), STIP (+$21M), BND (+$19M), FBND (+$16M), IMTM (+$12M), IGSB (+$9.8M), DFSV (+$9.7M), AGG (+$8.5M), BRK.A (+$7.2M), DISV (+$6.6M).
- Started 126 new stock positions in ESCA, ED, CTVA, PRPH, IAG, ANET, TASK, BBCP, TK, PNRG.
- Reduced shares in these 10 stocks: QQQ (-$170M), SPY (-$84M), IEFA (-$31M), VEA (-$7.9M), SHYG, PHM, CEIX, BHP, MAS, NVO.
- Sold out of its positions in ASGN, ANF, ACTG, ACU, ACM, AMR, APT, AMX, AMWD, AMKR.
- Ritholtz Wealth Management was a net buyer of stock by $13M.
- Ritholtz Wealth Management has $3.3B in assets under management (AUM), dropping by -1.69%.
- Central Index Key (CIK): 0001698218
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Portfolio Holdings for Ritholtz Wealth Management
Ritholtz Wealth Management holds 920 positions in its portfolio as reported in the March 2025 quarterly 13F filing
Ritholtz Wealth Management has 920 total positions. Only the first 250 positions are shown.
- Sign up to view all of the Ritholtz Wealth Management March 31, 2025 positions
- Download the Ritholtz Wealth Management March 2025 csv data
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Vanguard Index Fds Total Stk Mkt (VTI) | 8.7 | $293M | +27% | 1.1M | 274.84 |
|
| Ishares Tr Core S&p500 Etf (IVV) | 6.0 | $200M | 355k | 561.90 |
|
|
| Ishares Tr 0-5 Yr Tips Etf (STIP) | 5.5 | $184M | +13% | 1.8M | 103.47 |
|
| Apple (AAPL) | 3.5 | $116M | 521k | 222.13 |
|
|
| Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 3.1 | $104M | +22% | 1.4M | 73.45 |
|
| Fidelity Merrimack Str Tr Total Bd Etf (FBND) | 3.0 | $100M | +18% | 2.2M | 45.65 |
|
| Ishares Tr Core Us Aggbd Et (AGG) | 3.0 | $99M | +9% | 1.0M | 98.92 |
|
| Vanguard Wellington Us Momentum (VFMO) | 2.2 | $73M | +8% | 480k | 151.71 |
|
| Dimensional Etf Trust Us Small Cap Val (DFSV) | 2.1 | $69M | +16% | 2.5M | 28.15 |
|
| Ishares Tr Core Msci Eafe (IEFA) | 1.8 | $61M | -34% | 804k | 75.65 |
|
| Microsoft Corporation (MSFT) | 1.7 | $58M | 155k | 375.39 |
|
|
| NVIDIA Corporation (NVDA) | 1.7 | $57M | +4% | 529k | 108.38 |
|
| Dimensional Etf Trust Intl Small Cap V (DISV) | 1.4 | $48M | +15% | 1.6M | 29.12 |
|
| Ishares Tr Msci Intl Moment (IMTM) | 1.4 | $48M | +32% | 1.2M | 39.94 |
|
| Ishares Tr Ishs 1-5yr Invs (IGSB) | 1.3 | $43M | +29% | 820k | 52.37 |
|
| Amazon (AMZN) | 1.2 | $40M | +4% | 208k | 190.26 |
|
| Ishares Tr Iboxx Inv Cp Etf (LQD) | 0.9 | $29M | +4% | 267k | 108.69 |
|
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.8 | $28M | -85% | 60k | 468.92 |
|
| Dimensional Etf Trust Emerging Mkts Va (DFEV) | 0.8 | $27M | 1.0M | 27.05 |
|
|
| Ishares Core Msci Emkt (IEMG) | 0.8 | $27M | 501k | 53.97 |
|
|
| Ishares Tr Shrt Nat Mun Etf (SUB) | 0.8 | $26M | +10% | 249k | 105.60 |
|
| Old Republic International Corporation (ORI) | 0.7 | $23M | 586k | 39.22 |
|
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.7 | $23M | +4% | 43k | 532.59 |
|
| Visa Com Cl A (V) | 0.6 | $22M | +5% | 61k | 350.46 |
|
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.6 | $21M | -79% | 38k | 559.40 |
|
| Alphabet Cap Stk Cl A (GOOGL) | 0.6 | $20M | 130k | 154.64 |
|
|
| JPMorgan Chase & Co. (JPM) | 0.6 | $19M | +2% | 79k | 245.30 |
|
| Costco Wholesale Corporation (COST) | 0.6 | $19M | +2% | 20k | 945.76 |
|
| Meta Platforms Cl A (META) | 0.6 | $19M | +3% | 32k | 576.36 |
|
| Wal-Mart Stores (WMT) | 0.5 | $18M | 202k | 87.79 |
|
|
| Eli Lilly & Co. (LLY) | 0.5 | $17M | 21k | 825.89 |
|
|
| Alphabet Cap Stk Cl C (GOOG) | 0.5 | $17M | 111k | 156.23 |
|
|
| Ishares Tr 7-10 Yr Trsy Bd (IEF) | 0.4 | $14M | +13% | 145k | 95.37 |
|
| Broadcom (AVGO) | 0.4 | $14M | 82k | 167.43 |
|
|
| Procter & Gamble Company (PG) | 0.4 | $13M | 77k | 170.42 |
|
|
| Johnson & Johnson (JNJ) | 0.4 | $12M | +29% | 75k | 165.84 |
|
| Gilead Sciences (GILD) | 0.3 | $12M | +16% | 102k | 112.05 |
|
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.3 | $11M | -4% | 67k | 166.00 |
|
| Mastercard Incorporated Cl A (MA) | 0.3 | $11M | +7% | 19k | 548.12 |
|
| Novartis Sponsored Adr (NVS) | 0.3 | $10M | 91k | 111.48 |
|
|
| Oracle Corporation (ORCL) | 0.3 | $10M | 72k | 139.81 |
|
|
| Tesla Motors (TSLA) | 0.3 | $10M | 39k | 259.16 |
|
|
| Altria (MO) | 0.3 | $9.9M | +5% | 165k | 60.02 |
|
| Exxon Mobil Corporation (XOM) | 0.3 | $9.8M | +17% | 82k | 118.93 |
|
| Philip Morris International (PM) | 0.3 | $9.8M | +14% | 62k | 158.73 |
|
| UnitedHealth (UNH) | 0.3 | $9.6M | +10% | 18k | 523.76 |
|
| Ishares Tr 1 3 Yr Treas Bd (SHY) | 0.3 | $9.5M | +22% | 115k | 82.73 |
|
| Travelers Companies (TRV) | 0.3 | $9.5M | +2% | 36k | 264.46 |
|
| Fair Isaac Corporation (FICO) | 0.3 | $9.1M | -6% | 4.9k | 1844.16 |
|
| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.3 | $9.0M | -47% | 176k | 50.83 |
|
| McKesson Corporation (MCK) | 0.3 | $8.9M | 13k | 672.98 |
|
|
| Berkshire Hathaway Inc Del Cl A (BRK.A) | 0.3 | $8.8M | +450% | 11.00 | 798441.64 |
|
| Union Pacific Corporation (UNP) | 0.3 | $8.6M | +17% | 36k | 236.24 |
|
| Vanguard Index Fds Growth Etf (VUG) | 0.3 | $8.5M | +39% | 23k | 370.82 |
|
| Hartford Financial Services (HIG) | 0.2 | $8.4M | +2% | 68k | 123.73 |
|
| Abbvie (ABBV) | 0.2 | $8.3M | +3% | 40k | 209.52 |
|
| Home Depot (HD) | 0.2 | $8.3M | +4% | 23k | 366.49 |
|
| Emcor (EME) | 0.2 | $8.0M | -2% | 22k | 369.62 |
|
| HSBC HLDGS Spon Adr New (HSBC) | 0.2 | $7.9M | -2% | 138k | 57.43 |
|
| Bank of America Corporation (BAC) | 0.2 | $7.6M | 183k | 41.73 |
|
|
| Sap Se Spon Adr (SAP) | 0.2 | $7.5M | 28k | 268.44 |
|
|
| Verizon Communications (VZ) | 0.2 | $7.5M | -4% | 166k | 45.36 |
|
| Relx Sponsored Adr (RELX) | 0.2 | $7.3M | -2% | 144k | 50.41 |
|
| Novo-nordisk A S Adr (NVO) | 0.2 | $7.2M | -13% | 104k | 69.44 |
|
| Automatic Data Processing (ADP) | 0.2 | $7.1M | +18% | 23k | 305.52 |
|
| Netflix (NFLX) | 0.2 | $6.9M | +22% | 7.4k | 932.50 |
|
| British Amern Tob Sponsored Adr (BTI) | 0.2 | $6.6M | -7% | 161k | 41.37 |
|
| Medtronic SHS (MDT) | 0.2 | $6.6M | +34% | 73k | 89.86 |
|
| Banco Bilbao Vizcaya Argenta Sponsored Adr (BBVA) | 0.2 | $6.5M | +2% | 478k | 13.62 |
|
| Abbott Laboratories (ABT) | 0.2 | $6.4M | +8% | 48k | 132.65 |
|
| Adobe Systems Incorporated (ADBE) | 0.2 | $6.4M | 17k | 383.53 |
|
|
| InterDigital (IDCC) | 0.2 | $6.3M | +10% | 30k | 206.75 |
|
| Celestica (CLS) | 0.2 | $6.3M | -8% | 80k | 78.81 |
|
| Cintas Corporation (CTAS) | 0.2 | $6.0M | +4% | 29k | 205.53 |
|
| Alibaba Group Hldg Sponsored Ads (BABA) | 0.2 | $5.9M | +4% | 45k | 132.23 |
|
| Manulife Finl Corp (MFC) | 0.2 | $5.9M | -6% | 188k | 31.15 |
|
| Coca-Cola Company (KO) | 0.2 | $5.8M | +11% | 81k | 71.62 |
|
| Colgate-Palmolive Company (CL) | 0.2 | $5.8M | -10% | 62k | 93.70 |
|
| Shell Spon Ads (SHEL) | 0.2 | $5.7M | 78k | 73.28 |
|
|
| Prologis (PLD) | 0.2 | $5.6M | +14% | 50k | 111.79 |
|
| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.2 | $5.6M | +26% | 123k | 45.26 |
|
| Ubs Group SHS (UBS) | 0.2 | $5.6M | -12% | 181k | 30.63 |
|
| Astrazeneca Sponsored Adr (AZN) | 0.2 | $5.5M | +10% | 76k | 73.50 |
|
| At&t (T) | 0.2 | $5.5M | +13% | 195k | 28.28 |
|
| Ishares Tr Short Treas Bd (SHV) | 0.2 | $5.4M | 49k | 110.46 |
|
|
| Ishares Tr 3 7 Yr Treas Bd (IEI) | 0.2 | $5.3M | +9% | 45k | 118.13 |
|
| Honeywell International (HON) | 0.2 | $5.3M | -4% | 25k | 211.75 |
|
| Mueller Industries (MLI) | 0.2 | $5.2M | 68k | 76.14 |
|
|
| Wells Fargo & Company (WFC) | 0.2 | $5.0M | +6% | 70k | 71.79 |
|
| American Tower Reit (AMT) | 0.2 | $5.0M | +50% | 23k | 217.60 |
|
| Citigroup Com New (C) | 0.2 | $5.0M | 71k | 70.99 |
|
|
| Sony Group Corp Sponsored Adr (SONY) | 0.1 | $4.9M | +14% | 194k | 25.39 |
|
| Raytheon Technologies Corp (RTX) | 0.1 | $4.9M | +32% | 37k | 132.46 |
|
| Pulte (PHM) | 0.1 | $4.9M | -35% | 47k | 102.80 |
|
| ACI Worldwide (ACIW) | 0.1 | $4.8M | +64% | 89k | 54.71 |
|
| Equinor Asa Sponsored Adr (EQNR) | 0.1 | $4.8M | +15% | 182k | 26.45 |
|
| Booking Holdings (BKNG) | 0.1 | $4.8M | -2% | 1.0k | 4608.25 |
|
| Chevron Corporation (CVX) | 0.1 | $4.8M | +32% | 28k | 167.29 |
|
| Cisco Systems (CSCO) | 0.1 | $4.8M | +31% | 77k | 61.71 |
|
| Waste Management (WM) | 0.1 | $4.7M | +9% | 21k | 231.51 |
|
| Imperial Oil Com New (IMO) | 0.1 | $4.7M | +13% | 65k | 72.32 |
|
| Applovin Corp Com Cl A (APP) | 0.1 | $4.7M | -11% | 18k | 264.97 |
|
| Spdr Ser Tr Prtflo S&p500 Vl (SPYV) | 0.1 | $4.6M | NEW | 90k | 51.07 |
|
| Spdr Ser Tr S&p 600 Smcp Val (SLYV) | 0.1 | $4.5M | 58k | 78.40 |
|
|
| Lloyds Banking Group Sponsored Adr (LYG) | 0.1 | $4.5M | -4% | 1.2M | 3.82 |
|
| AutoZone (AZO) | 0.1 | $4.5M | 1.2k | 3812.78 |
|
|
| Ge Aerospace Com New (GE) | 0.1 | $4.5M | +7% | 22k | 200.15 |
|
| Goldman Sachs (GS) | 0.1 | $4.5M | +4% | 8.2k | 546.31 |
|
| eBay (EBAY) | 0.1 | $4.3M | 64k | 67.73 |
|
|
| Ishares Tr Core S&p Scp Etf (IJR) | 0.1 | $4.3M | +108% | 41k | 104.57 |
|
| S&p Global (SPGI) | 0.1 | $4.3M | +8% | 8.4k | 508.13 |
|
| McDonald's Corporation (MCD) | 0.1 | $4.2M | +2% | 14k | 312.36 |
|
| Asml Holding N V N Y Registry Shs (ASML) | 0.1 | $4.2M | -15% | 6.3k | 662.60 |
|
| Deutsche Bank A G Namen Akt (DB) | 0.1 | $4.1M | +6% | 173k | 23.83 |
|
| Totalenergies Se Sponsored Ads (TTE) | 0.1 | $4.1M | +6% | 63k | 64.69 |
|
| Jd.com Spon Ads Cl A (JD) | 0.1 | $4.1M | 100k | 41.12 |
|
|
| Amgen (AMGN) | 0.1 | $4.1M | +19% | 13k | 311.55 |
|
| Vanguard Index Fds Large Cap Etf (VV) | 0.1 | $4.1M | -10% | 16k | 257.03 |
|
| PNC Financial Services (PNC) | 0.1 | $4.0M | -9% | 23k | 175.77 |
|
| CRH Ord (CRH) | 0.1 | $3.9M | -6% | 45k | 87.97 |
|
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.1 | $3.9M | +24% | 7.6k | 513.92 |
|
| Cardinal Health (CAH) | 0.1 | $3.9M | 28k | 137.77 |
|
|
| O'reilly Automotive (ORLY) | 0.1 | $3.9M | +11% | 2.7k | 1432.58 |
|
| salesforce (CRM) | 0.1 | $3.8M | +3% | 14k | 268.37 |
|
| Builders FirstSource (BLDR) | 0.1 | $3.8M | -8% | 30k | 124.94 |
|
| Vanguard Whitehall Fds High Div Yld (VYM) | 0.1 | $3.8M | -14% | 29k | 128.96 |
|
| Rbc Cad (RY) | 0.1 | $3.8M | -16% | 33k | 112.72 |
|
| Spotify Technology S A SHS (SPOT) | 0.1 | $3.7M | +18% | 6.8k | 550.07 |
|
| Vanguard Intl Equity Index F Allwrld Ex Us (VEU) | 0.1 | $3.7M | -22% | 61k | 60.66 |
|
| Merck & Co (MRK) | 0.1 | $3.7M | -14% | 41k | 89.76 |
|
| Rio Tinto Sponsored Adr (RIO) | 0.1 | $3.5M | -21% | 59k | 60.08 |
|
| Boston Scientific Corporation (BSX) | 0.1 | $3.5M | +7% | 35k | 100.88 |
|
| Schwab Strategic Tr Intl Eqty Etf (SCHF) | 0.1 | $3.5M | +327% | 179k | 19.78 |
|
| International Business Machines (IBM) | 0.1 | $3.5M | +20% | 14k | 248.65 |
|
| Kroger (KR) | 0.1 | $3.5M | -3% | 52k | 67.69 |
|
| Metropcs Communications (TMUS) | 0.1 | $3.5M | +7% | 13k | 266.70 |
|
| Applied Industrial Technologies (AIT) | 0.1 | $3.5M | +3% | 16k | 225.34 |
|
| Morgan Stanley Com New (MS) | 0.1 | $3.5M | 30k | 116.67 |
|
|
| Zoetis Cl A (ZTS) | 0.1 | $3.5M | +7% | 21k | 164.65 |
|
| Paychex (PAYX) | 0.1 | $3.4M | +15% | 22k | 154.28 |
|
| Unum (UNM) | 0.1 | $3.4M | +23% | 42k | 81.46 |
|
| Vodafone Group Sponsored Adr (VOD) | 0.1 | $3.4M | -13% | 364k | 9.37 |
|
| AmerisourceBergen (COR) | 0.1 | $3.4M | +8% | 12k | 278.09 |
|
| Spdr Ser Tr Portfolio S&p500 (SPLG) | 0.1 | $3.3M | +189% | 51k | 65.76 |
|
| Illinois Tool Works (ITW) | 0.1 | $3.3M | -14% | 13k | 248.01 |
|
| ConocoPhillips (COP) | 0.1 | $3.3M | +7% | 32k | 105.02 |
|
| American Intl Group Com New (AIG) | 0.1 | $3.3M | +5% | 38k | 86.94 |
|
| Lockheed Martin Corporation (LMT) | 0.1 | $3.3M | -2% | 7.4k | 446.71 |
|
| Barclays Adr (BCS) | 0.1 | $3.3M | 214k | 15.36 |
|
|
| Sprouts Fmrs Mkt (SFM) | 0.1 | $3.3M | 22k | 152.64 |
|
|
| Ishares Tr Core 80/20 Aggre (AOA) | 0.1 | $3.3M | -2% | 43k | 76.50 |
|
| Toyota Motor Corp Ads (TM) | 0.1 | $3.2M | -10% | 18k | 176.53 |
|
| Comcast Corp Cl A (CMCSA) | 0.1 | $3.2M | -8% | 86k | 36.90 |
|
| Caterpillar (CAT) | 0.1 | $3.2M | 9.6k | 329.81 |
|
|
| Spdr Ser Tr Port Mtg Bk Etf (SPMB) | 0.1 | $3.2M | NEW | 143k | 22.05 |
|
| Qualcomm (QCOM) | 0.1 | $3.2M | +9% | 21k | 153.61 |
|
| Vanguard Malvern Fds Strm Infproidx (VTIP) | 0.1 | $3.1M | -8% | 63k | 49.90 |
|
| Arthur J. Gallagher & Co. (AJG) | 0.1 | $3.1M | +5% | 9.1k | 345.22 |
|
| Hca Holdings (HCA) | 0.1 | $3.1M | +19% | 9.0k | 345.56 |
|
| General Dynamics Corporation (GD) | 0.1 | $3.1M | +5% | 11k | 272.57 |
|
| Suncor Energy (SU) | 0.1 | $3.0M | -21% | 79k | 38.72 |
|
| AFLAC Incorporated (AFL) | 0.1 | $3.0M | 27k | 111.19 |
|
|
| Vale S A Sponsored Ads (VALE) | 0.1 | $3.0M | +31% | 301k | 9.98 |
|
| Sherwin-Williams Company (SHW) | 0.1 | $3.0M | -8% | 8.6k | 349.20 |
|
| Marathon Petroleum Corp (MPC) | 0.1 | $3.0M | -7% | 20k | 145.69 |
|
| Brinker International (EAT) | 0.1 | $3.0M | +46% | 20k | 149.05 |
|
| Uber Technologies (UBER) | 0.1 | $3.0M | +10% | 41k | 72.86 |
|
| Allstate Corporation (ALL) | 0.1 | $2.9M | 14k | 207.08 |
|
|
| Coca-Cola Bottling Co. Consolidated (COKE) | 0.1 | $2.9M | -8% | 2.2k | 1350.23 |
|
| Vanguard Index Fds Value Etf (VTV) | 0.1 | $2.9M | +2% | 17k | 172.74 |
|
| Ishares Tr Ishs 5-10yr Invt (IGIB) | 0.1 | $2.8M | NEW | 54k | 52.52 |
|
| Kb Finl Group Sponsored Adr (KB) | 0.1 | $2.8M | -12% | 52k | 54.11 |
|
| Ing Groep Sponsored Adr (ING) | 0.1 | $2.8M | +7% | 143k | 19.59 |
|
| Ishares Tr Rus 1000 Val Etf (IWD) | 0.1 | $2.8M | +139% | 15k | 188.16 |
|
| Solaris Energy Infras Com Cl A (SEI) | 0.1 | $2.8M | +13% | 128k | 21.76 |
|
| Mondelez Intl Cl A (MDLZ) | 0.1 | $2.8M | -4% | 41k | 67.85 |
|
| Intuit (INTU) | 0.1 | $2.8M | +12% | 4.5k | 613.95 |
|
| CSX Corporation (CSX) | 0.1 | $2.8M | 94k | 29.43 |
|
|
| Petroleo Brasileiro Sa Petro Sponsored Adr (PBR) | 0.1 | $2.7M | -11% | 191k | 14.34 |
|
| Old Dominion Freight Line (ODFL) | 0.1 | $2.7M | +25% | 16k | 165.45 |
|
| Accenture Plc Ireland Shs Class A (ACN) | 0.1 | $2.7M | +42% | 8.7k | 312.03 |
|
| Kinross Gold Corp (KGC) | 0.1 | $2.7M | +10% | 214k | 12.61 |
|
| Mitsubishi Ufj Finl Group In Sponsored Ads (MUFG) | 0.1 | $2.7M | -10% | 197k | 13.63 |
|
| Vanguard Intl Equity Index F Tt Wrld St Etf (VT) | 0.1 | $2.7M | 23k | 115.95 |
|
|
| Lowe's Companies (LOW) | 0.1 | $2.7M | -14% | 11k | 233.24 |
|
| Natwest Group Spons Adr (NWG) | 0.1 | $2.6M | +7% | 220k | 11.92 |
|
| Ingredion Incorporated (INGR) | 0.1 | $2.6M | +14% | 19k | 135.21 |
|
| Pepsi (PEP) | 0.1 | $2.6M | +30% | 17k | 149.94 |
|
| Banco Santander Adr (SAN) | 0.1 | $2.6M | -9% | 383k | 6.70 |
|
| Brookfield Corp Cl A Ltd Vt Sh (BN) | 0.1 | $2.6M | +17% | 49k | 52.41 |
|
| American Express Company (AXP) | 0.1 | $2.6M | +2% | 9.5k | 269.06 |
|
| Thermo Fisher Scientific (TMO) | 0.1 | $2.6M | +15% | 5.1k | 497.64 |
|
| Ishares Tr Exponential Tech (XT) | 0.1 | $2.5M | NEW | 44k | 57.56 |
|
| Vanguard Specialized Funds Div App Etf (VIG) | 0.1 | $2.5M | 13k | 193.99 |
|
|
| Ventas (VTR) | 0.1 | $2.5M | +34% | 37k | 68.76 |
|
| Owens Corning (OC) | 0.1 | $2.5M | +7% | 18k | 142.82 |
|
| Marsh & McLennan Companies (MMC) | 0.1 | $2.5M | +12% | 10k | 244.03 |
|
| Harmony Gold Mining Sponsored Adr (HMY) | 0.1 | $2.5M | +4% | 170k | 14.77 |
|
| Telefonaktiebolaget Lm Erics Adr B Sek 10 (ERIC) | 0.1 | $2.5M | -11% | 323k | 7.76 |
|
| Linde SHS (LIN) | 0.1 | $2.5M | +13% | 5.3k | 465.60 |
|
| Kla Corp Com New (KLAC) | 0.1 | $2.5M | -4% | 3.6k | 679.87 |
|
| Bank of New York Mellon Corporation (BK) | 0.1 | $2.4M | 29k | 83.87 |
|
|
| Coca-cola Femsa Sab De Cv Spons Ads Rep (KOF) | 0.1 | $2.4M | -4% | 27k | 91.29 |
|
| Public Storage (PSA) | 0.1 | $2.4M | +2% | 8.1k | 299.30 |
|
| BP Sponsored Adr (BP) | 0.1 | $2.4M | +14% | 72k | 33.79 |
|
| Us Bancorp Del Com New (USB) | 0.1 | $2.4M | +5% | 58k | 42.22 |
|
| Vanguard Intl Equity Index F Ftse Europe Etf (VGK) | 0.1 | $2.4M | 35k | 70.21 |
|
|
| Godaddy Cl A (GDDY) | 0.1 | $2.4M | 14k | 180.14 |
|
|
| Ishares Tr Core S&p Ttl Stk (ITOT) | 0.1 | $2.4M | -4% | 20k | 122.01 |
|
| Walt Disney Company (DIS) | 0.1 | $2.4M | +3% | 24k | 98.70 |
|
| Motorola Solutions Com New (MSI) | 0.1 | $2.4M | +12% | 5.4k | 437.83 |
|
| Allison Transmission Hldngs I (ALSN) | 0.1 | $2.4M | +18% | 25k | 95.67 |
|
| Chubb (CB) | 0.1 | $2.4M | +5% | 7.8k | 301.99 |
|
| Intuitive Surgical Com New (ISRG) | 0.1 | $2.3M | +6% | 4.7k | 495.30 |
|
| Matson (MATX) | 0.1 | $2.3M | +12% | 18k | 128.17 |
|
| Tenet Healthcare Corp Com New (THC) | 0.1 | $2.3M | +4% | 17k | 134.50 |
|
| Joyy Ads Repstg Com A (JOYY) | 0.1 | $2.3M | +50% | 56k | 41.98 |
|
| TJX Companies (TJX) | 0.1 | $2.3M | +6% | 19k | 121.80 |
|
| Enbridge (ENB) | 0.1 | $2.3M | -18% | 52k | 44.31 |
|
| Spdr Index Shs Fds Euro Stoxx 50 (FEZ) | 0.1 | $2.3M | 42k | 54.41 |
|
|
| Progressive Corporation (PGR) | 0.1 | $2.3M | +6% | 8.1k | 283.02 |
|
| Servicenow (NOW) | 0.1 | $2.3M | +12% | 2.9k | 796.02 |
|
| Cgi Cl A Sub Vtg (GIB) | 0.1 | $2.3M | +9% | 23k | 99.83 |
|
| Advanced Micro Devices (AMD) | 0.1 | $2.3M | 22k | 102.74 |
|
|
| ResMed (RMD) | 0.1 | $2.3M | +299% | 10k | 223.85 |
|
| Nextera Energy (NEE) | 0.1 | $2.3M | +2% | 32k | 70.89 |
|
| Bristol Myers Squibb (BMY) | 0.1 | $2.3M | -6% | 37k | 60.99 |
|
| MGIC Investment (MTG) | 0.1 | $2.2M | 90k | 24.78 |
|
|
| Williams-Sonoma (WSM) | 0.1 | $2.2M | -4% | 14k | 158.10 |
|
| Shopify Cl A (SHOP) | 0.1 | $2.2M | -22% | 23k | 95.48 |
|
| Synchrony Financial (SYF) | 0.1 | $2.2M | +28% | 42k | 52.94 |
|
| Turkcell Iletisim Hizmetleri Spon Adr New (TKC) | 0.1 | $2.2M | 353k | 6.22 |
|
|
| Shinhan Financial Group Co L Spn Adr Restrd (SHG) | 0.1 | $2.2M | -11% | 68k | 32.08 |
|
| Deere & Company (DE) | 0.1 | $2.2M | +34% | 4.6k | 469.37 |
|
| Dell Technologies CL C (DELL) | 0.1 | $2.2M | -14% | 24k | 91.15 |
|
| Hp (HPQ) | 0.1 | $2.2M | -20% | 78k | 27.69 |
|
| Jabil Circuit (JBL) | 0.1 | $2.1M | +4% | 16k | 136.07 |
|
| Adtalem Global Ed (ATGE) | 0.1 | $2.1M | 21k | 100.64 |
|
|
| Unilever Spon Adr New (UL) | 0.1 | $2.1M | -20% | 36k | 59.55 |
|
| Sumitomo Mitsui Finl Group I Sponsored Adr (SMFG) | 0.1 | $2.1M | -11% | 138k | 15.46 |
|
| Devon Energy Corporation (DVN) | 0.1 | $2.1M | +96% | 57k | 37.40 |
|
| Hubbell (HUBB) | 0.1 | $2.1M | 6.4k | 330.91 |
|
|
| Blackrock (BLK) | 0.1 | $2.1M | NEW | 2.2k | 946.30 |
|
| Sanofi Sponsored Adr (SNY) | 0.1 | $2.1M | -10% | 38k | 55.46 |
|
| Wisdomtree Tr Japn Hedge Eqt (DXJ) | 0.1 | $2.1M | -2% | 19k | 110.18 |
|
| Embraer Sponsored Ads (ERJ) | 0.1 | $2.1M | +4% | 45k | 46.20 |
|
| Stryker Corporation (SYK) | 0.1 | $2.1M | +5% | 5.6k | 372.24 |
|
| Vipshop Hldgs Sponsored Ads A (VIPS) | 0.1 | $2.0M | -4% | 130k | 15.68 |
|
| Crown Castle Intl (CCI) | 0.1 | $2.0M | NEW | 19k | 104.23 |
|
| Corteva (CTVA) | 0.1 | $2.0M | NEW | 32k | 62.93 |
|
Past Filings by Ritholtz Wealth Management
SEC 13F filings are viewable for Ritholtz Wealth Management going back to 2016
- 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
- Ritholtz Wealth Management 2021 Q3 filed Oct. 14, 2021
- Ritholtz Wealth Management 2021 Q2 filed July 20, 2021