Ritholtz Wealth Management Purchases in Q2 2025

Ritholtz Wealth Management

  • $4.45 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
TXN
Texas Instruments Inc

Technology
582
+ 6.21%
N/A
9.95K $1.94M
VOOG
Vanguard S&P 500 Growth ETF

ETFs
80
+ 6.15%
$299.15 - $396.54 $23.9K - $31.7K
1.38K $547K
SCHG
Schwab Strategic Tr Us Large C

ETFs
741
+ 3.48%
$22.27 - $29.21 $16.5K - $21.6K
22.1K $644K
SHG
Shinhan Financial Group CO LTD

Financial Services
3.19K
+ 4.69%
N/A
71.1K $2.46M
SU
Suncor Energy Inc

Energy
5.57K
+ 7.08%
$31.54 - $41.04 $176K - $229K
84.3K $3.16M
XLY
Select Sector Spdr Consumer Di

ETFs
397
+ 36.62%
$176.34 - $218.59 $70K - $86.8K
1.48K $321K
IDEV
Ishares Core Msci Intl Develop

ETFs
599
+ 7.07%
$61.79 - $76.67 $37K - $45.9K
9.07K $689K
UL
Unilever PLC

Consumer Defensive
770
+ 2.14%
$57.9 - $65.43 $44.6K - $50.4K
36.7K $2.25M
ED
Consolidated Edison Inc

Utilities
1.25K
+ 60.83%
$98.05 - $113.3 $122K - $141K
3.3K $330K
CBOE
Cboe Global Markets, Inc.

Financial Services
275
+ 4.92%
$205.81 - $234.23 $56.6K - $64.4K
5.87K $1.37M
FHN
First Horizon Corp

Financial Services
3.39K
+ 19.37%
$16.21 - $21.2 $54.9K - $71.8K
20.9K $442K
FISV
Fiserv Inc

Technology
810
+ 11.69%
N/A
7.74K $968K
NKE
Nike, Inc.

Consumer Cyclical
453
+ 5.07%
$53.27 - $72.04 $24.1K - $32.6K
9.39K $667K
ABC
Amerisourcebergen Corp

Healthcare
540
+ 4.42%
N/A
12.8K $2.36M
ECL
Ecolab Inc.

Basic Materials
277
+ 17.77%
$225.65 - $270.95 $62.5K - $75.1K
1.84K $494K
IJJ
Ishares S&P Midcap 400 Value E

ETFs
724
+ 43.04%
$103.88 - $123.68 $75.2K - $89.5K
2.41K $297K
UPS
United Parcel Service Inc

Industrials
1.36K
+ 29.99%
$91.92 - $110.2 $125K - $150K
5.89K $594K
QQQM
Invesco Exchange Traded Fd Tr

ETFs
25
+ 1.02%
$171.4 - $227.1 $4.29K - $5.68K
2.48K $563K
QUAD
Quad/Graphics, Inc.

Industrials
13.7K
+ 24.55%
$4.75 - $6.01 $65.1K - $82.4K
69.5K $392K
EQIX
Equinix Inc

Real Estate
127
+ 17.74%
$740.07 - $914.43 $94K - $116K
843 $670K
BRFS
Brf S.A.

Consumer Defensive
23.6K
New
$3.11 - $4.0 $73.4K - $94.5K
23.6K $86K
LNT
Alliant Energy Corp

Utilities
1.72K
+ 35.78%
$58.79 - $64.85 $101K - $111K
6.52K $394K
BLD
Top Build Corp

Industrials
170
+ 11.01%
$275.93 - $326.59 $46.9K - $55.5K
1.71K $554K
EPSN
Epsilon Energy Ltd.

Energy
10.3K
+ 48.29%
$6.12 - $8.39 $63.2K - $86.6K
31.7K $233K
RAIL
Freight Car America, Inc.

Industrials
5.79K
+ 54.65%
$4.45 - $8.95 $25.8K - $51.8K
16.4K $141K
ADEA
Adeia Inc.

Technology
5.03K
+ 38.04%
$11.23 - $14.24 $56.4K - $71.6K
18.2K $257K
NGG
National Grid PLC

Utilities
52
+ 0.58%
$62.74 - $74.79 $3.26K - $3.89K
8.97K $667K
CARR
Carrier Global Corp

Industrials
571
+ 14.39%
$55.55 - $75.83 $31.7K - $43.3K
4.54K $332K
CRUS
Cirrus Logic, Inc.

Technology
486
+ 7.85%
$77.43 - $107.58 $37.6K - $52.3K
6.68K $696K
MGK
Vanguard Mega Cap Growth ETF

ETFs
87
+ 10.92%
$273.67 - $366.17 $23.8K - $31.9K
884 $323K
LHX
L3 Harris Technologies, Inc.

Industrials
65
+ 4.37%
$200.21 - $256.99 $13K - $16.7K
1.55K $389K
FMS
Fresenius Medical Care Ag & Co. K Ga A

Healthcare
237
+ 1.27%
$22.56 - $29.85 $5.35K - $7.07K
18.9K $541K
ZTS
Zoetis Inc.

Healthcare
1.66K
+ 7.9%
$144.41 - $170.3 $240K - $283K
22.7K $3.54M
SCHX
Schwab Strategic Tr Us Large C

ETFs
1.9K
+ 15.8%
$19.6 - $24.44 $37.2K - $46.4K
13.9K $339K
GIFI
Gulf Island Fabrication Inc

Industrials
10.2K
+ 26.79%
$5.81 - $7.19 $59.4K - $73.5K
48.4K $321K
DHX
Dhi Group, Inc.

Industrials
10.3K
+ 38.14%
$1.21 - $2.97 $12.4K - $30.5K
37.3K $110K
ABNB
Airbnb, Inc.

Consumer Cyclical
22
+ 0.41%
$105.69 - $140.64 $2.33K - $3.09K
5.35K $708K
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
473
+ 9.62%
$121.58 - $136.74 $57.5K - $64.7K
5.39K $731K
SOI
Solaris Oilfield Infrastructure, Inc.

Energy
5.25K
+ 4.11%
N/A
133K $1.79M
CHK
Chesapeake Energy Corp

Energy
812
+ 35.32%
N/A
3.11K $266K
CHMI
Cherry Hill Mortgage Investment Corp

Real Estate
24K
New
$2.45 - $3.26 $58.8K - $78.2K
24K $65K
STT
State Street Corp

Financial Services
20
+ 0.54%
$75.33 - $106.34 $1.51K - $2.13K
3.73K $396K
QUAL
Ishares Msci Usa Quality Facto

ETFs
228
+ 12.56%
$152.42 - $182.82 $34.8K - $41.7K
2.04K $373K
SELF
Global Self Storage, Inc.

Real Estate
11.1K
+ 103.41%
$4.8 - $5.76 $53.3K - $64K
21.9K $116K
APD
Air Products & Chemicals, Inc.

Basic Materials
286
+ 17.84%
$248.61 - $294.96 $71.1K - $84.4K
1.89K $532K
UMC
United Microelectronics Corp

Technology
2.02K
+ 2.36%
$6.12 - $8.32 $12.4K - $16.8K
87.7K $670K
RF
Regions Financial Corp

Financial Services
1.09K
+ 6.18%
$18.34 - $23.52 $20K - $25.6K
18.7K $440K
PGR
Progressive Corp

Financial Services
703
+ 8.65%
$255.27 - $288.74 $179K - $203K
8.83K $2.36M
VALE
Vale S.A.

Basic Materials
14K
+ 4.66%
$8.26 - $10.1 $116K - $142K
315K $3.06M
Activity Summary
Buys All Purchases 637 New Holdings 129 Increased Positions 508 Sells All Sells 326 Reductions 326 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