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, AAPL, and represent 28.07% of Ritholtz Wealth Management's stock portfolio.
- Added to shares of these 10 stocks: QQQ (+$30M), IVV (+$13M), STIP (+$12M), IGSB (+$8.4M), SHV (+$6.7M), AGG (+$6.1M), FBND (+$6.0M), IEFA, VTI, VZ.
- Started 97 new stock positions in ZYME, CMLS, GEOS, ROP, SIG, XBIL, UTWO, BPRN, INVA, CE.
- Reduced shares in these 10 stocks: PEP (-$6.3M), PM, ESMT, DOX, JNJ, , ADP, AON, Ishares Tr ibnd dec23 etf, SHY.
- Sold out of its positions in AMN, Activision Blizzard, AE, ADEA, Aegon, ASYS, ATR, ASRT, BCE, BIDU.
- Ritholtz Wealth Management was a net buyer of stock by $146M.
- Ritholtz Wealth Management has $2.6B in assets under management (AUM), dropping by 15.75%.
- Central Index Key (CIK): 0001698218
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Download as csv Download as ExcelPortfolio 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.
- Sign up to view all of the Ritholtz Wealth Management Dec. 31, 2023 positions
- Download the Ritholtz Wealth Management December 2023 csv data
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
- 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
- Ritholtz Wealth Management 2020 Q1 filed April 9, 2020