Ritholtz Wealth Management Purchases in Q1 2025

Ritholtz Wealth Management

  • $3.29 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
VTI
Vanguard Total Stock Market Et

ETFs
230K
+ 27.51%
$271.18 - $303.12 $62.3M - $69.6M
1.06M $291M
STIP
Ishares Barclays 0 5 Year Tips

ETFs
205K
+ 13.06%
$100.59 - $103.47 $20.7M - $21.2M
1.78M $184M
BND
Vanguard Bd Index Fd Inc Total

ETFs
263K
+ 22.83%
$71.17 - $73.66 $18.7M - $19.4M
1.41M $104M
FBND
Fidelity Merrimack Str Tr Tota

ETFs
343K
+ 18.5%
$44.41 - $45.98 $15.2M - $15.8M
2.2M $100M
IMTM
Ishares Msci Intl Momentum Fac

ETFs
292K
+ 32.15%
$37.06 - $41.11 $10.8M - $12M
1.2M $47.9M
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
187K
+ 29.59%
$51.52 - $52.37 $9.65M - $9.81M
820K $42.9M
DISV
Dimensional ETF Tr Dimensional

ETFs
226K
+ 15.89%
$26.09 - $30.21 $5.89M - $6.82M
1.65M $48M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
85.6K
+ 9.33%
$95.85 - $99.25 $8.21M - $8.5M
1M $99.1M
BRK-A
Berkshire Hathaway Inc

Financial Services
9
+ 450.0%
$663000.0 - $801950.0 $5.97M - $7.22M
11 $8.78M
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
89.7K
New
$49.78 - $53.19 $4.47M - $4.77M
89.7K $4.54M
DFSV
Dimensional ETF Tr Dimensional

ETFs
343K
+ 16.26%
$27.56 - $32.1 $9.45M - $11M
2.45M $69M
JNJ
Johnson & Johnson

Healthcare
16.9K
+ 29.17%
$142.06 - $167.7 $2.4M - $2.83M
74.8K $12.4M
GILD
Gilead Sciences, Inc.

Healthcare
14.2K
+ 16.11%
$89.14 - $117.41 $1.27M - $1.67M
102K $11.5M
PM
Philip Morris International Inc.

Consumer Defensive
7.6K
+ 14.11%
$117.15 - $158.79 $891K - $1.21M
61.5K $9.76M
SPMB
Spdr Ser Tr Spdr Portfolio Mor

ETFs
143K
New
$21.23 - $22.14 $3.04M - $3.17M
143K $3.16M
V
Visa Inc.

Financial Services
2.96K
+ 5.07%
$306.92 - $362.71 $908K - $1.07M
61.3K $21.5M
IGIB
Ishares Trust Ishares 5 10 Yea

ETFs
54K
New
$50.82 - $52.7 $2.74M - $2.84M
54K $2.84M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
137K
+ 327.44%
$18.36 - $20.51 $2.51M - $2.8M
178K $3.56M
XT
Ishares Tr Exponential Technol

ETFs
44.2K
New
$57.56 - $64.0 $2.54M - $2.83M
44.2K $2.54M
SUB
Ishares Short Term National Mu

ETFs
23.8K
+ 10.56%
$105.3 - $106.24 $2.51M - $2.53M
249K $26.3M
BABA
Alibaba Group Holding LTD

Consumer Cyclical
2.07K
+ 4.87%
$80.53 - $147.57 $167K - $306K
44.6K $5.9M
XOM
Exxon Mobil Corp

Energy
12.5K
+ 17.87%
$105.44 - $118.93 $1.32M - $1.49M
82.4K $9.79M
MDT
Medtronic PLC

Healthcare
18.9K
+ 34.69%
$79.84 - $94.5 $1.51M - $1.79M
73.4K $6.59M
AMT
American Tower Corp

Real Estate
7.8K
+ 50.78%
$173.46 - $217.6 $1.35M - $1.7M
23.2K $5.04M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
33.2K
+ 189.1%
$64.88 - $72.1 $2.15M - $2.39M
50.8K $3.32M
ACIW
Aci Worldwide, Inc.

Technology
34.8K
+ 64.71%
$50.38 - $57.35 $1.75M - $2M
88.6K $4.85M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
21.5K
+ 108.56%
$102.49 - $119.96 $2.2M - $2.58M
41.3K $4.32M
IEF
Ishares Barclays

ETFs
17.2K
+ 13.52%
$91.17 - $95.39 $1.57M - $1.64M
145K $13.8M
CCI
Crown Castle International Corp

Real Estate
19.3K
New
$84.33 - $106.39 $1.63M - $2.06M
19.3K $2.01M
CTVA
Corteva, Inc.

Basic Materials
31.9K
New
$55.94 - $66.15 $1.78M - $2.11M
31.9K $2.01M
BBVA
Banco Bilbao Vizcaya Argentaria, S.A.

Financial Services
12K
+ 2.57%
$9.49 - $14.83 $114K - $178K
478K $6.51M
SBAC
Sba Communications Corp

Real Estate
8.96K
New
$192.76 - $224.91 $1.73M - $2.01M
8.96K $1.97M
JAZZ
Jazz Pharmaceuticals PLC

Healthcare
15.3K
New
$120.07 - $144.17 $1.84M - $2.21M
15.3K $1.9M
SHY
Ishares Barclays 1 3 Year Trea

ETFs
21.2K
+ 22.5%
$81.83 - $82.73 $1.73M - $1.75M
115K $9.54M
VUG
Vanguard Growth ETF

ETFs
6.57K
+ 39.86%
$369.1 - $427.61 $2.42M - $2.81M
23.1K $8.54M
MO
Altria Group, Inc.

Consumer Defensive
8.1K
+ 5.16%
$50.81 - $60.02 $411K - $486K
165K $9.91M
RMD
Resmed Inc

Healthcare
7.58K
+ 299.8%
$219.7 - $257.65 $1.67M - $1.95M
10.1K $2.26M
RTX
Raytheon Technologies Corp

Industrials
9.03K
+ 32.15%
$114.1 - $135.66 $1.03M - $1.23M
37.1K $4.92M
LQD
Ishares Iboxx $ Investment Gra

ETFs
11.5K
+ 4.51%
$105.1 - $109.61 $1.21M - $1.26M
267K $28.9M
CVX
Chevron Corp

Energy
7.02K
+ 32.77%
$146.71 - $167.97 $1.03M - $1.18M
28.4K $4.76M
IWD
Ishares Russell 1000 Val ETF

ETFs
8.63K
+ 139.04%
$182.82 - $196.21 $1.58M - $1.69M
14.8K $2.76M
T
At&T Inc.

Communication Services
23.4K
+ 13.67%
$21.56 - $28.28 $504K - $662K
195K $5.5M
SPTI
Spdr Ser Tr Spdr Portfolio Int

ETFs
56.1K
New
$27.64 - $28.58 $1.55M - $1.6M
56.1K $1.6M
ABBV
Abb Vie Inc.

Healthcare
1.43K
+ 3.74%
$169.2 - $216.66 $242K - $310K
39.7K $8.33M
UNP
Union Pacific Corp

Industrials
5.29K
+ 17.08%
$225.21 - $254.42 $1.19M - $1.35M
36.3K $8.57M
NFLX
Netflix Inc

Communication Services
1.33K
+ 22.09%
$828.4 - $1058.6 $1.1M - $1.41M
7.35K $6.86M
CAE
Cae Inc

Industrials
60.3K
New
$23.09 - $26.78 $1.39M - $1.61M
60.3K $1.48M
EPD
Enterprise Products Partners L.P.

Energy
43.1K
New
$31.75 - $34.14 $1.37M - $1.47M
43.1K $1.47M
MCK
Mckesson Corp

Healthcare
164
+ 1.26%
$566.21 - $672.99 $92.9K - $110K
13.2K $8.88M
Activity Summary
Buys All Purchases 542 New Holdings 126 Increased Positions 416 Sells All Sells 335 Reductions 335 Sold out 0 Options Calls 1 Puts 0
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