Comprehensive Portfolio Management
Latest statistics and disclosures from Ritholtz Wealth Management's latest quarterly 13F-HR filing:
- Top 5 stock holdings are VTI, IVV, SPY, BSV, AGG, and represent 34.09% of Ritholtz Wealth Management's stock portfolio.
- Added to shares of these 10 stocks: IEI (+$8.9M), AGG (+$7.4M), SPY (+$6.6M), VTI (+$5.9M), AAPL (+$5.5M), ABBV (+$5.4M), IEFA, ABT, VFMO, BSV.
- Started 76 new stock positions in MLI, DNN, LJPC, CSGS, CHMI, ACI, PHM, VLGEA, DIOD, ACCO.
- Reduced shares in these 10 stocks: QQQ (-$120M), IVV (-$8.5M), STX, Royal Dutch Shell, VXUS, VGSH, TMO, IEF, GLD, IBDN.
- Sold out of its positions in FAX, A, ADS, ALLY, ADI, BBWI, BWA, BC, BKE, CBOE.
- Ritholtz Wealth Management was a net seller of stock by $-17M.
- Ritholtz Wealth Management has $1.5B in assets under management (AUM), dropping by -6.34%.
- Central Index Key (CIK): 0001698218
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Portfolio Holdings for Ritholtz Wealth Management
Companies in the Ritholtz Wealth Management portfolio as of the March 2022 quarterly 13F filing
Ritholtz Wealth Management has 543 total positions. Only the first 250 positions are shown.
- Sign up to view all of the Ritholtz Wealth Management March 31, 2022 positions
- Download the Ritholtz Wealth Management March 2022 csv data
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Vanguard Index Fds Total Stk Mkt (VTI) | 10.0 | $151M | +4% | 664k | 227.67 | |
| Ishares Tr Core S&p500 Etf (IVV) | 9.3 | $140M | -5% | 307k | 453.69 | |
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 5.6 | $84M | +8% | 186k | 451.64 | |
| Vanguard Bd Index Fds Short Trm Bond (BSV) | 4.8 | $72M | +3% | 927k | 77.90 | |
| Ishares Tr Core Us Aggbd Et (AGG) | 4.4 | $67M | +12% | 625k | 107.10 | |
| Ishares Tr Tips Bd Etf (TIP) | 4.3 | $65M | 520k | 124.57 | ||
| Ishares Tr Core Msci Eafe (IEFA) | 4.2 | $63M | +8% | 900k | 69.51 | |
| Apple (AAPL) | 4.1 | $62M | +9% | 356k | 174.61 | |
| Vanguard Wellington Us Momentum (VFMO) | 2.5 | $37M | +9% | 294k | 126.41 | |
| Ishares Core Msci Emkt (IEMG) | 1.7 | $25M | +4% | 453k | 55.55 | |
| Spdr Ser Tr Nuveen Blmbrg Mu (TFI) | 1.6 | $25M | 517k | 47.88 | ||
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 1.5 | $23M | -83% | 64k | 362.55 | |
| Ishares Tr Ishs 1-5yr Invs (IGSB) | 1.5 | $23M | +10% | 446k | 51.72 | |
| Ishares Tr Msci Intl Moment (IMTM) | 1.4 | $20M | +10% | 577k | 35.46 | |
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| Ishares Tr 3 7 Yr Treas Bd (IEI) | 1.3 | $20M | +79% | 164k | 122.05 | |
| Microsoft Corporation (MSFT) | 1.3 | $19M | 63k | 308.31 | ||
| Vanguard Tax-managed Intl Ftse Dev Mkt Etf (VEA) | 1.3 | $19M | 393k | 48.03 | ||
| Ishares Tr 1 3 Yr Treas Bd (SHY) | 1.1 | $17M | +9% | 199k | 83.35 | |
| Amazon (AMZN) | 1.0 | $14M | +21% | 4.4k | 3259.90 | |
| Old Republic International Corporation (ORI) | 0.9 | $14M | 531k | 25.87 | ||
| Tesla Motors (TSLA) | 0.7 | $11M | +7% | 10k | 1077.61 | |
| Alphabet Cap Stk Cl A (GOOGL) | 0.7 | $10M | +36% | 3.6k | 2781.22 | |
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.5 | $7.9M | +11% | 22k | 352.90 | |
| Ishares Tr Iboxx Inv Cp Etf (LQD) | 0.5 | $7.5M | +3% | 62k | 120.93 | |
| NVIDIA Corporation (NVDA) | 0.5 | $7.4M | +9% | 27k | 272.86 | |
| Alphabet Cap Stk Cl C (GOOG) | 0.5 | $7.4M | +6% | 2.6k | 2792.93 | |
| Abbvie (ABBV) | 0.5 | $7.3M | +279% | 45k | 162.11 | |
| Prologis (PLD) | 0.4 | $6.5M | 40k | 161.49 | ||
| Spdr Ser Tr S&p 600 Smcp Val (SLYV) | 0.4 | $6.0M | +3% | 72k | 83.33 | |
| Vanguard Intl Equity Index F Ftse Europe Etf (VGK) | 0.4 | $5.5M | -2% | 88k | 62.28 | |
| Vanguard Intl Equity Index F Allwrld Ex Us (VEU) | 0.4 | $5.3M | 92k | 57.59 | ||
| Ishares Tr Ibonds Dec24 Etf (IBDP) | 0.4 | $5.3M | +8% | 210k | 25.10 | |
| Vanguard Intl Equity Index F Tt Wrld St Etf (VT) | 0.4 | $5.3M | +17% | 52k | 101.29 | |
| Ishares Tr Short Treas Bd (SHV) | 0.3 | $5.1M | +2% | 46k | 110.24 | |
| Abbott Laboratories (ABT) | 0.3 | $4.8M | +330% | 41k | 118.35 | |
| Oracle Corporation (ORCL) | 0.3 | $4.8M | +10% | 58k | 82.74 | |
| UnitedHealth (UNH) | 0.3 | $4.6M | +14% | 9.0k | 509.98 | |
| JPMorgan Chase & Co. (JPM) | 0.3 | $4.4M | -4% | 32k | 136.31 | |
| Johnson & Johnson (JNJ) | 0.3 | $3.9M | +19% | 22k | 177.22 | |
| Vanguard Index Fds Real Estate Etf (VNQ) | 0.3 | $3.8M | +5% | 36k | 108.38 | |
| Procter & Gamble Company (PG) | 0.3 | $3.8M | +4% | 25k | 152.79 | |
| Chevron Corporation (CVX) | 0.3 | $3.8M | +16% | 23k | 162.83 | |
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.2 | $3.7M | -11% | 36k | 104.27 | |
| Wisdomtree Tr Intl Smcap Div (DLS) | 0.2 | $3.7M | 54k | 68.64 | ||
| Visa Com Cl A (V) | 0.2 | $3.6M | -7% | 16k | 221.77 | |
| Walt Disney Company (DIS) | 0.2 | $3.6M | -5% | 26k | 137.16 | |
| Ishares Tr Ibonds Dec25 Etf (IBDQ) | 0.2 | $3.6M | +79% | 142k | 25.25 | |
| Exxon Mobil Corporation (XOM) | 0.2 | $3.5M | +8% | 42k | 82.58 | |
| Bank of America Corporation (BAC) | 0.2 | $3.4M | +2% | 82k | 41.22 | |
| Spdr Ser Tr Portfolio Agrgte (SPAB) | 0.2 | $3.4M | 121k | 27.79 | ||
| Ishares Tr Barclays 7 10 Yr (IEF) | 0.2 | $3.1M | -18% | 29k | 107.48 | |
| Petrochina Sponsored Adr (PTR) | 0.2 | $3.1M | +117% | 60k | 50.55 | |
| Ishares Tr Ibonds Dec23 Etf (IBDO) | 0.2 | $3.0M | -14% | 119k | 25.28 | |
| Pfizer (PFE) | 0.2 | $3.0M | +6% | 58k | 51.78 | |
| Sherwin-Williams Company (SHW) | 0.2 | $3.0M | -4% | 12k | 249.67 | |
| Ishares Tr Aggres Alloc Etf (AOA) | 0.2 | $2.9M | +2% | 42k | 68.93 | |
| Wisdomtree Tr Japn Hedge Eqt (DXJ) | 0.2 | $2.9M | 45k | 64.01 | ||
| Amgen (AMGN) | 0.2 | $2.8M | +43% | 12k | 241.85 | |
| Vanguard Scottsdale Fds Short Term Treas (VGSH) | 0.2 | $2.7M | -23% | 46k | 59.25 | |
| Novo-nordisk A S Adr (NVO) | 0.2 | $2.7M | +32% | 25k | 111.03 | |
| Broadcom (AVGO) | 0.2 | $2.7M | +37% | 4.3k | 629.78 | |
| Costco Wholesale Corporation (COST) | 0.2 | $2.7M | +15% | 4.6k | 575.80 | |
| Rio Tinto Sponsored Adr (RIO) | 0.2 | $2.6M | +14% | 33k | 80.40 | |
| Asml Holding N V N Y Registry Shs (ASML) | 0.2 | $2.6M | 3.9k | 668.12 | ||
| Home Depot (HD) | 0.2 | $2.6M | -7% | 8.7k | 299.28 | |
| Spdr Index Shs Fds Euro Stoxx 50 (FEZ) | 0.2 | $2.4M | -2% | 59k | 41.14 | |
| Qualcomm (QCOM) | 0.2 | $2.4M | 16k | 152.79 | ||
| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.2 | $2.4M | +6% | 52k | 46.14 | |
| Intel Corporation (INTC) | 0.2 | $2.3M | +5% | 47k | 49.55 | |
| Meta Platforms Cl A (FB) | 0.2 | $2.3M | -18% | 10k | 222.40 | |
| Ishares Tr National Mun Etf (MUB) | 0.2 | $2.3M | -10% | 21k | 109.65 | |
| Hp (HPQ) | 0.2 | $2.3M | +31% | 63k | 36.31 | |
| Vale S A Sponsored Ads (VALE) | 0.2 | $2.3M | +81% | 114k | 19.99 | |
| Pepsi (PEP) | 0.2 | $2.3M | +6% | 14k | 167.39 | |
| Spdr Index Shs Fds Portfolio Emg Mk (SPEM) | 0.2 | $2.3M | 59k | 38.65 | ||
| Ishares Tr Ibonds Dec22 Etf (IBDN) | 0.2 | $2.3M | -22% | 91k | 25.04 | |
| Morgan Stanley Com New (MS) | 0.2 | $2.3M | +3% | 26k | 87.40 | |
| Honda Motor Amern Shs (HMC) | 0.1 | $2.3M | +24% | 80k | 28.26 | |
| Coca-Cola Company (KO) | 0.1 | $2.2M | +30% | 36k | 61.99 | |
| Sony Group Corporation Sponsored Adr (SONY) | 0.1 | $2.2M | -5% | 22k | 102.72 | |
| Eli Lilly & Co. (LLY) | 0.1 | $2.2M | +27% | 7.8k | 286.38 | |
| Union Pacific Corporation (UNP) | 0.1 | $2.2M | +34% | 8.1k | 273.21 | |
| Norfolk Southern (NSC) | 0.1 | $2.2M | +3% | 7.7k | 285.23 | |
| Advanced Micro Devices (AMD) | 0.1 | $2.2M | +139% | 20k | 109.32 | |
| Vanguard Specialized Funds Div App Etf (VIG) | 0.1 | $2.1M | 13k | 162.14 | ||
| Magna Intl Inc cl a (MGA) | 0.1 | $2.1M | -9% | 33k | 64.32 | |
| Toronto Dominion Bk Ont Com New (TD) | 0.1 | $2.1M | +15% | 26k | 79.42 | |
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.1 | $2.1M | -12% | 5.0k | 415.14 | |
| Robert Half International (RHI) | 0.1 | $2.0M | +77% | 18k | 114.19 | |
| Infosys Sponsored Adr (INFY) | 0.1 | $2.0M | +54% | 81k | 24.88 | |
| Kb Finl Group Sponsored Adr (KB) | 0.1 | $2.0M | -5% | 41k | 48.83 | |
| Mastercard Incorporated Cl A (MA) | 0.1 | $2.0M | +21% | 5.6k | 357.44 | |
| Gartner (IT) | 0.1 | $2.0M | +51% | 6.7k | 297.47 | |
| Spdr Ser Tr Portfli Tips Etf (SPIP) | 0.1 | $2.0M | 65k | 30.26 | ||
| ConocoPhillips (COP) | 0.1 | $1.9M | -14% | 19k | 100.00 | |
| Adobe Systems Incorporated (ADBE) | 0.1 | $1.9M | +13% | 4.2k | 455.52 | |
| Vanguard Malvern Fds Strm Infproidx (VTIP) | 0.1 | $1.8M | NEW | 36k | 51.22 | |
| Toyota Motor Corp Ads (TM) | 0.1 | $1.8M | +22% | 10k | 180.25 | |
| Citigroup Com New (C) | 0.1 | $1.8M | +14% | 34k | 53.40 | |
| Orix Corp Sponsored Adr (IX) | 0.1 | $1.8M | +12% | 18k | 99.87 | |
| Tfii Cn (TFII) | 0.1 | $1.8M | -4% | 17k | 106.50 | |
| Natwest Group Spons Adr 2 Ord (NWG) | 0.1 | $1.8M | +59% | 313k | 5.68 | |
| Bhp Group Sponsored Ads (BHP) | 0.1 | $1.8M | +37% | 23k | 77.23 | |
| Deere & Company (DE) | 0.1 | $1.8M | +101% | 4.2k | 415.60 | |
| Chipmos Technologies Sponsord Ads New (IMOS) | 0.1 | $1.8M | +35% | 49k | 35.54 | |
| Cisco Systems (CSCO) | 0.1 | $1.7M | +21% | 31k | 55.77 | |
| Verizon Communications (VZ) | 0.1 | $1.7M | +7% | 34k | 50.94 | |
| Merck & Co (MRK) | 0.1 | $1.7M | +31% | 21k | 82.06 | |
| United Microelectronics Corp Spon Adr New (UMC) | 0.1 | $1.7M | -18% | 184k | 9.12 | |
| McDonald's Corporation (MCD) | 0.1 | $1.7M | -8% | 6.8k | 247.34 | |
| Bristol Myers Squibb (BMY) | 0.1 | $1.7M | +70% | 23k | 73.02 | |
| Astrazeneca Sponsored Adr (AZN) | 0.1 | $1.7M | +44% | 25k | 66.36 | |
| Blackstone Group Inc Com Cl A (BX) | 0.1 | $1.7M | -4% | 13k | 126.95 | |
| Hca Holdings (HCA) | 0.1 | $1.7M | +6% | 6.6k | 250.57 | |
| Accenture Plc Ireland Shs Class A (ACN) | 0.1 | $1.7M | -4% | 4.9k | 337.21 | |
| Anthem (ANTM) | 0.1 | $1.6M | +197% | 3.3k | 491.02 | |
| Manulife Finl Corp (MFC) | 0.1 | $1.6M | +20% | 76k | 21.35 | |
| Celestica Sub Vtg Shs (CLS) | 0.1 | $1.6M | +19% | 136k | 11.91 | |
| Tyson Foods Cl A (TSN) | 0.1 | $1.6M | +25% | 18k | 89.61 | |
| Petroleo Brasileiro Sa Petro Sponsored Adr (PBR) | 0.1 | $1.6M | +120% | 109k | 14.80 | |
| Goldman Sachs (GS) | 0.1 | $1.6M | +2% | 4.8k | 330.07 | |
| Raytheon Technologies Corp (RTX) | 0.1 | $1.6M | +18% | 16k | 99.06 | |
| Posco Holdings Sponsored Adr (PKX) | 0.1 | $1.5M | +47% | 26k | 59.28 | |
| Novartis Sponsored Adr (NVS) | 0.1 | $1.5M | +69% | 17k | 87.73 | |
| salesforce (CRM) | 0.1 | $1.5M | +2% | 7.1k | 212.38 | |
| Lam Research Corporation (LRCX) | 0.1 | $1.5M | +34% | 2.8k | 537.74 | |
| Danaher Corporation (DHR) | 0.1 | $1.5M | +12% | 5.0k | 293.25 | |
| Comcast Corp Cl A (CMCSA) | 0.1 | $1.4M | 31k | 46.81 | ||
| Rbc Cad (RY) | 0.1 | $1.4M | +6% | 13k | 110.26 | |
| Thermo Fisher Scientific (TMO) | 0.1 | $1.4M | -34% | 2.4k | 590.66 | |
| Totalenergies Se Sponsored Ads (TTE) | 0.1 | $1.4M | +2% | 27k | 50.55 | |
| Philip Morris International (PM) | 0.1 | $1.4M | +18% | 15k | 93.96 | |
| Target Corporation (TGT) | 0.1 | $1.4M | -3% | 6.4k | 212.28 | |
| American Intl Group Com New (AIG) | 0.1 | $1.4M | +96% | 22k | 62.78 | |
| Ishares Tr Msci Lw Crb Tg (CRBN) | 0.1 | $1.4M | -18% | 8.3k | 163.27 | |
| Hologic (HOLX) | 0.1 | $1.3M | +66% | 17k | 76.81 | |
| Altria (MO) | 0.1 | $1.3M | +50% | 25k | 52.24 | |
| Northrop Grumman Corporation (NOC) | 0.1 | $1.3M | +139% | 3.0k | 447.19 | |
| Glaxosmithkline Sponsored Adr (GSK) | 0.1 | $1.3M | +40% | 30k | 43.55 | |
| Dell Technologies CL C (DELL) | 0.1 | $1.3M | +28% | 26k | 50.18 | |
| Stantec (STN) | 0.1 | $1.3M | +10% | 26k | 50.14 | |
| Ishares Tr Pfd And Incm Sec (PFF) | 0.1 | $1.3M | +25% | 36k | 36.43 | |
| Diageo Spon Adr New (DEO) | 0.1 | $1.3M | +4% | 6.5k | 203.13 | |
| Caterpillar (CAT) | 0.1 | $1.3M | +4% | 5.8k | 222.80 | |
| Wells Fargo & Company (WFC) | 0.1 | $1.3M | +4% | 26k | 48.47 | |
| Nxp Semiconductors N V (NXPI) | 0.1 | $1.2M | +4% | 6.7k | 185.15 | |
| CSX Corporation (CSX) | 0.1 | $1.2M | +2% | 33k | 37.45 | |
| Abb Sponsored Adr (ABB) | 0.1 | $1.2M | 39k | 32.34 | ||
| Ford Motor Company (F) | 0.1 | $1.2M | +5% | 74k | 16.91 | |
| At&t (T) | 0.1 | $1.2M | +12% | 51k | 23.62 | |
| Starbucks Corporation (SBUX) | 0.1 | $1.2M | -6% | 13k | 90.94 | |
| Texas Instruments Incorporated (TXN) | 0.1 | $1.2M | +8% | 6.5k | 183.41 | |
| Nextera Energy (NEE) | 0.1 | $1.2M | +12% | 14k | 84.68 | |
| Boeing Company (BA) | 0.1 | $1.2M | +15% | 6.2k | 191.45 | |
| Wal-Mart Stores (WMT) | 0.1 | $1.2M | 7.9k | 148.97 | ||
| Travelers Companies (TRV) | 0.1 | $1.2M | +8% | 6.4k | 182.81 | |
| Weyerhaeuser Co Mtn Be Com New (WY) | 0.1 | $1.2M | +30% | 31k | 37.90 | |
| CVS Caremark Corporation (CVS) | 0.1 | $1.2M | +20% | 11k | 101.24 | |
| Turkcell Iletisim Hizmetleri Spon Adr New (TKC) | 0.1 | $1.1M | +117% | 295k | 3.89 | |
| Dillards Cl A (DDS) | 0.1 | $1.1M | +28% | 4.2k | 268.41 | |
| Suncor Energy (SU) | 0.1 | $1.1M | +58% | 35k | 32.58 | |
| Kimco Realty Corporation (KIM) | 0.1 | $1.1M | +5% | 45k | 24.71 | |
| Quanta Services (PWR) | 0.1 | $1.1M | -5% | 8.3k | 131.58 | |
| Vanguard Index Fds Value Etf (VTV) | 0.1 | $1.1M | +5% | 7.4k | 147.83 | |
| Bank Of Montreal Cadcom (BMO) | 0.1 | $1.1M | +143% | 9.2k | 117.98 | |
| Kroger (KR) | 0.1 | $1.1M | +14% | 19k | 57.39 | |
| Cresud S A C I F Y A Sponsored Adr (CRESY) | 0.1 | $1.1M | +54% | 131k | 8.20 | |
| Innoviva (INVA) | 0.1 | $1.1M | +53% | 55k | 19.34 | |
| Ishares Tr Iboxx Hi Yd Etf (HYG) | 0.1 | $1.1M | 13k | 82.27 | ||
| H&R Block (HRB) | 0.1 | $1.1M | +92% | 41k | 26.04 | |
| Atkore Intl (ATKR) | 0.1 | $1.1M | +18% | 11k | 98.45 | |
| Ishares Tr Msci Usa Esg Slc (SUSA) | 0.1 | $1.1M | -17% | 11k | 96.84 | |
| American Express Company (AXP) | 0.1 | $1.1M | +23% | 5.6k | 187.02 | |
| Applied Materials (AMAT) | 0.1 | $1.1M | 8.0k | 131.75 | ||
| HSBC HLDGS Spon Adr New (HSBC) | 0.1 | $1.0M | +23% | 31k | 34.21 | |
| Ishares Tr Modert Alloc Etf (AOM) | 0.1 | $1.0M | 24k | 42.96 | ||
| Medtronic SHS (MDT) | 0.1 | $1.0M | +26% | 9.4k | 111.00 | |
| Nike CL B (NKE) | 0.1 | $1.0M | 7.7k | 134.51 | ||
| S&p Global (SPGI) | 0.1 | $1.0M | +81% | 2.5k | 410.23 | |
| Canadian Natural Resources (CNQ) | 0.1 | $1.0M | +145% | 17k | 61.99 | |
| Relx Sponsored Adr (RELX) | 0.1 | $1.0M | +130% | 33k | 31.10 | |
| Arcelormittal Sa Luxembourg Ny Registry Sh (MT) | 0.1 | $1.0M | +125% | 32k | 32.01 | |
| Resolute Fst Prods In (RFP) | 0.1 | $1.0M | +85% | 78k | 12.91 | |
| Lowe's Companies (LOW) | 0.1 | $1.0M | +11% | 5.0k | 202.09 | |
| Molina Healthcare (MOH) | 0.1 | $992k | +47% | 3.0k | 333.67 | |
| Tenet Healthcare Corp Com New (THC) | 0.1 | $988k | +15% | 12k | 86.00 | |
| Zoetis Cl A (ZTS) | 0.1 | $982k | +39% | 5.2k | 188.59 | |
| Interpublic Group of Companies (IPG) | 0.1 | $978k | +10% | 28k | 35.43 | |
| Ishares Tr 0-5yr Hi Yl Cp (SHYG) | 0.1 | $975k | +7% | 22k | 43.96 | |
| Eaton Corp SHS (ETN) | 0.1 | $973k | -9% | 6.4k | 151.79 | |
| International Business Machines (IBM) | 0.1 | $973k | -10% | 7.5k | 130.08 | |
| Spdr Gold Tr Gold Shs (GLD) | 0.1 | $972k | -40% | 5.4k | 180.60 | |
| Honeywell International (HON) | 0.1 | $964k | +16% | 5.0k | 194.51 | |
| WNS HLDGS Spon Adr (WNS) | 0.1 | $952k | +7% | 11k | 85.50 | |
| Kinder Morgan (KMI) | 0.1 | $950k | +61% | 50k | 18.91 | |
| Booking Holdings (BKNG) | 0.1 | $937k | -5% | 399.00 | 2348.37 | |
| Linde SHS (LIN) | 0.1 | $934k | +24% | 2.9k | 319.64 | |
| Matson (MATX) | 0.1 | $934k | NEW | 7.7k | 120.61 | |
| Apa Corporation (APA) | 0.1 | $912k | NEW | 22k | 41.35 | |
| United Parcel Service CL B (UPS) | 0.1 | $903k | +16% | 4.2k | 214.44 | |
| Sumitomo Mitsui Finl Group I Sponsored Adr (SMFG) | 0.1 | $901k | -11% | 144k | 6.27 | |
| Motorola Solutions Com New (MSI) | 0.1 | $890k | +23% | 3.7k | 242.18 | |
| Brookfield Asset Mgmt Cl A Ltd Vt Sh (BAM) | 0.1 | $888k | +20% | 16k | 56.56 | |
| Wipro Spon Adr 1 Sh (WIT) | 0.1 | $885k | 115k | 7.71 | ||
| Texas Pacific Land Corp (TPL) | 0.1 | $883k | NEW | 653.00 | 1352.22 | |
| Cummins (CMI) | 0.1 | $882k | -6% | 4.3k | 205.02 | |
| Popular Com New (BPOP) | 0.1 | $881k | +23% | 11k | 81.77 | |
| L3harris Technologies (LHX) | 0.1 | $875k | +29% | 3.5k | 248.37 | |
| Imperial Oil Com New (IMO) | 0.1 | $872k | +56% | 18k | 48.33 | |
| Telefonica Brasil Sa New Adr (VIV) | 0.1 | $867k | +152% | 77k | 11.25 | |
| Intuit (INTU) | 0.1 | $851k | +7% | 1.8k | 481.06 | |
| Synchrony Financial (SYF) | 0.1 | $843k | -14% | 24k | 34.80 | |
| BlackRock (BLK) | 0.1 | $842k | +14% | 1.1k | 764.07 | |
| Ishares Tr Cre U S Reit Etf (USRT) | 0.1 | $842k | -5% | 13k | 64.67 | |
| Paychex (PAYX) | 0.1 | $839k | +40% | 6.2k | 136.42 | |
| Canadian Natl Ry (CNI) | 0.1 | $836k | +38% | 6.2k | 134.15 | |
| Louisiana-Pacific Corporation (LPX) | 0.1 | $832k | 13k | 62.10 | ||
| Targa Res Corp (TRGP) | 0.1 | $827k | +39% | 11k | 75.44 | |
| Bk Nova Cad (BNS) | 0.1 | $825k | +29% | 12k | 71.76 | |
| PNC Financial Services (PNC) | 0.1 | $817k | 4.4k | 184.47 | ||
| Enbridge (ENB) | 0.1 | $814k | +42% | 18k | 46.11 | |
| BP Sponsored Adr (BP) | 0.1 | $790k | +14% | 27k | 29.41 | |
| America Movil Sab De Cv Spon Adr L Shs (AMX) | 0.1 | $783k | +25% | 37k | 21.15 | |
| Ecopetrol S A Sponsored Ads (EC) | 0.1 | $781k | -12% | 42k | 18.61 | |
| IDEXX Laboratories (IDXX) | 0.1 | $780k | -20% | 1.4k | 546.98 | |
| Vanguard Index Fds Mid Cap Etf (VO) | 0.1 | $780k | +5% | 3.3k | 237.73 | |
| Ameriprise Financial (AMP) | 0.1 | $780k | -7% | 2.6k | 300.23 | |
| Lg Display Spons Adr Rep (LPL) | 0.1 | $780k | +39% | 95k | 8.26 | |
| Netflix (NFLX) | 0.1 | $779k | -3% | 2.1k | 374.52 | |
| Coca-cola Femsa Sab De Cv Sponsord Adr Rep (KOF) | 0.1 | $776k | +35% | 14k | 54.98 | |
| Automatic Data Processing (ADP) | 0.1 | $775k | +23% | 3.4k | 227.41 | |
| Jones Lang LaSalle Incorporated (JLL) | 0.1 | $773k | -5% | 3.2k | 239.54 | |
| Vodafone Group Sponsored Adr (VOD) | 0.1 | $772k | -7% | 47k | 16.61 | |
| Lockheed Martin Corporation (LMT) | 0.1 | $769k | +54% | 1.7k | 441.45 | |
| Ternium Sa Sponsored Ads (TX) | 0.1 | $766k | -16% | 17k | 45.64 | |
| Omni (OMC) | 0.1 | $760k | +29% | 9.0k | 84.88 | |
| Cme (CME) | 0.0 | $740k | +122% | 3.1k | 237.79 | |
| Fortinet (FTNT) | 0.0 | $740k | -22% | 2.2k | 341.96 | |
| Barclays Adr (BCS) | 0.0 | $739k | -30% | 94k | 7.90 | |
| Palo Alto Networks (PANW) | 0.0 | $736k | -14% | 1.2k | 622.15 | |
| Vulcan Materials Company (VMC) | 0.0 | $724k | 3.9k | 183.62 | ||
| Chubb (CB) | 0.0 | $718k | +41% | 3.4k | 213.88 | |
| United Rentals (URI) | 0.0 | $717k | -10% | 2.0k | 355.30 | |
| CF Industries Holdings (CF) | 0.0 | $709k | NEW | 6.9k | 103.11 | |
| Himax Technologies Sponsored Adr (HIMX) | 0.0 | $707k | +43% | 65k | 10.86 | |
| Sanofi Sponsored Adr (SNY) | 0.0 | $702k | +26% | 14k | 51.34 | |
| Celanese Corporation (CE) | 0.0 | $697k | +7% | 4.9k | 142.92 | |
| Coca-Cola Bottling Co. Consolidated (COKE) | 0.0 | $693k | -3% | 1.4k | 497.13 | |
| Paypal Holdings (PYPL) | 0.0 | $685k | -27% | 5.9k | 115.63 | |
| DaVita (DVA) | 0.0 | $682k | 6.0k | 113.04 | ||
Past Filings by Ritholtz Wealth Management
SEC 13F filings are viewable for Ritholtz Wealth Management going back to 2016
- 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
- Comprehensive Portfolio Management 2019 Q4 filed Jan. 17, 2020
- Comprehensive Portfolio Management 2019 Q3 filed Oct. 17, 2019
- Comprehensive Portfolio Management 2019 Q2 filed July 15, 2019
- Comprehensive Portfolio Management 2019 Q1 filed April 12, 2019
- Comprehensive Portfolio Management 2018 Q4 filed Jan. 18, 2019
- Comprehensive Portfolio Management 2018 Q3 filed Oct. 12, 2018
- Comprehensive Portfolio Management 2018 Q2 filed July 12, 2018