Ritholtz Wealth Management Purchases in Q3 2024

Ritholtz Wealth Management

  • $3.28 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
VTI
Vanguard Total Stock Market Et

ETFs
11.8K
+ 1.46%
$255.18 - $283.2 $3.02M - $3.35M
821K $232M
AAPL
Apple Inc.

Technology
17.3K
+ 3.65%
$207.23 - $234.82 $3.58M - $4.06M
491K $114M
IVV
Ishares Core S&P 500 ETF

ETFs
5.81K
+ 1.7%
$520.18 - $576.82 $3.02M - $3.35M
348K $201M
STIP
Ishares Barclays 0 5 Year Tips

ETFs
84.4K
+ 5.91%
$98.99 - $101.51 $8.36M - $8.57M
1.51M $153M
IEFA
Ishares Tr

ETFs
45.3K
+ 4.07%
$70.09 - $78.74 $3.18M - $3.57M
1.16M $90.4M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
46.5K
+ 5.53%
$96.25 - $101.98 $4.48M - $4.74M
887K $89.8M
BND
Vanguard Bd Index Fd Inc Total

ETFs
61K
+ 5.84%
$71.45 - $75.64 $4.36M - $4.61M
1.11M $83.1M
QQQ
Invesco Qqq Trust, Series 1

ETFs
7.78K
+ 1.92%
$434.77 - $502.96 $3.38M - $3.92M
412K $201M
SPY
Spdr S&P 500 ETF Trust

ETFs
3K
+ 1.69%
$517.38 - $573.86 $1.55M - $1.72M
180K $103M
VFMO
Vanguard Wellington Fd U S Mom

ETFs
11.9K
+ 2.83%
$141.31 - $161.48 $1.68M - $1.92M
432K $69.5M
DFSV
Dimensional ETF Tr Dimensional

ETFs
71.2K
+ 3.63%
$28.25 - $31.7 $2.01M - $2.26M
2.03M $62.5M
DISV
Dimensional ETF Tr Dimensional

ETFs
47.7K
+ 3.65%
$26.06 - $29.18 $1.24M - $1.39M
1.35M $39.3M
NVDA
Nvidia Corp

Technology
41.5K
+ 9.7%
$98.91 - $134.91 $4.1M - $5.59M
469K $56.9M
UNH
Unitedhealth Group Inc

Healthcare
5.34K
+ 40.91%
$488.01 - $604.18 $2.61M - $3.23M
18.4K $10.8M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
2.78K
+ 7.63%
$405.19 - $478.57 $1.13M - $1.33M
39.3K $18.1M
VONV
Vanguard Russell 1000 Value Et

ETFs
34.3K
New
$76.07 - $83.33 $2.61M - $2.86M
34.3K $2.86M
VONG
Vanguard Russell 1000 Growth E

ETFs
28.5K
+ 175.9%
$85.48 - $98.39 $2.44M - $2.81M
44.8K $4.32M
ORI
Old Republic International Corp

Financial Services
3.02K
+ 0.51%
$29.89 - $35.9 $90.2K - $108K
595K $21.1M
WMT
Walmart Inc.

Consumer Defensive
3.83K
+ 2.02%
$66.91 - $81.4 $256K - $312K
194K $15.6M
LQD
Ishares Iboxx $ Investment Gra

ETFs
12K
+ 5.07%
$106.11 - $113.72 $1.28M - $1.37M
250K $28.2M
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
33.7K
+ 6.01%
$51.02 - $52.74 $1.72M - $1.78M
594K $31.3M
PHM
Pultegroup Inc

Consumer Cyclical
5.95K
+ 11.64%
$103.95 - $144.98 $619K - $863K
57.1K $8.19M
RMD
Resmed Inc

Healthcare
9.94K
+ 395.9%
$186.94 - $252.92 $1.86M - $2.51M
12.5K $3.04M
IMTM
Ishares Msci Intl Momentum Fac

ETFs
27.2K
+ 3.23%
$35.7 - $41.13 $969K - $1.12M
868K $35.1M
VOD
Vodafone Group Public LTD CO

Communication Services
194K
+ 51.44%
$8.8 - $10.35 $1.71M - $2.01M
572K $5.73M
META
Meta Platforms, Inc.

Communication Services
323
+ 1.05%
$453.41 - $572.44 $146K - $185K
31.2K $17.8M
JNJ
Johnson & Johnson

Healthcare
7.88K
+ 14.21%
$145.48 - $167.38 $1.15M - $1.32M
63.3K $10.3M
BABA
Alibaba Group Holding LTD

Consumer Cyclical
9.66K
+ 34.76%
$72.18 - $107.33 $697K - $1.04M
37.4K $3.97M
MAS
Masco Corp

Industrials
19.3K
+ 106.86%
$64.7 - $83.94 $1.25M - $1.62M
37.3K $3.13M
BTI
British American Tobacco P.L.C.

Consumer Defensive
33.2K
+ 27.03%
$31.07 - $39.36 $1.03M - $1.31M
156K $5.7M
COST
Costco Wholesale Corp

Consumer Defensive
1.42K
+ 8.13%
$801.83 - $917.05 $1.14M - $1.3M
18.9K $16.7M
DFEV
Dimensional ETF Tr Emerging Mk

ETFs
33K
+ 3.53%
$25.73 - $28.81 $848K - $949K
965K $27.5M
VTV
Vanguard Value ETF

ETFs
9K
+ 116.62%
$159.75 - $174.57 $1.44M - $1.57M
16.7K $2.92M
AAT
American Assets Trust, Inc.

Real Estate
58.8K
+ 277.06%
$21.79 - $27.37 $1.28M - $1.61M
80K $2.14M
VTWO
Vanguard Russell 2000 ETF

ETFs
18.4K
New
$81.17 - $90.77 $1.5M - $1.67M
18.4K $1.65M
VUG
Vanguard Growth ETF

ETFs
3.83K
+ 29.32%
$341.08 - $391.94 $1.31M - $1.5M
16.9K $6.48M
EME
Emcor Group, Inc.

Industrials
473
+ 2.23%
$340.22 - $435.6 $161K - $206K
21.7K $9.35M
ING
Ing Groep Nv

Financial Services
80.7K
+ 68.12%
$16.55 - $18.66 $1.33M - $1.51M
199K $3.62M
SHW
Sherwin Williams CO

Basic Materials
2.72K
+ 41.16%
$294.65 - $384.0 $801K - $1.04M
9.33K $3.56M
AVGO
Broadcom Inc.

Technology
73.5K
+ 948.71%
$136.27 - $1745.86 $10M - $128M
81.3K $14M
UL
Unilever PLC

Consumer Defensive
18K
+ 47.0%
$54.7 - $65.59 $986K - $1.18M
56.4K $3.66M
ACIW
Aci Worldwide, Inc.

Technology
28K
+ 345.0%
$38.9 - $50.89 $1.09M - $1.43M
36.2K $1.84M
PM
Philip Morris International Inc.

Consumer Defensive
7.09K
+ 24.8%
$101.25 - $127.45 $718K - $904K
35.7K $4.33M
APP
App Lovin Corp

Technology
7.95K
+ 106.32%
$67.14 - $130.65 $533K - $1.04M
15.4K $2.01M
LOW
Lowes Companies Inc

Consumer Cyclical
3.13K
+ 30.55%
$213.3 - $270.78 $668K - $849K
13.4K $3.63M
JD
Jd.Com, Inc.

Consumer Cyclical
16.1K
+ 32.6%
$24.95 - $40.01 $402K - $644K
65.5K $2.62M
AZN
Astrazeneca PLC

Healthcare
17.1K
+ 25.82%
$76.67 - $87.62 $1.31M - $1.5M
83.3K $6.49M
HSBC
Hsbc Holdings PLC

Financial Services
24.1K
+ 23.8%
$40.42 - $45.91 $976K - $1.11M
126K $5.68M
LYG
Lloyds Banking Group PLC

Financial Services
252K
+ 20.57%
$2.73 - $3.17 $689K - $800K
1.48M $4.6M
Activity Summary
Buys All Purchases 497 New Holdings 105 Increased Positions 392 Sells All Sells 344 Reductions 344 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Ritholtz Wealth Management Portfolio

Follow Ritholtz Wealth Management and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Ritholtz Wealth Management, based on Form 13F filings with the SEC.

News

Stay updated on Ritholtz Wealth Management with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email