Ritholtz Wealth Management Purchases in Q1 2025

Ritholtz Wealth Management

  • $3.29 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
Teekay Tankers LTD
5.27K
New
N/A
5.27K $0
Franklin Wireless Corp
17.3K
New
N/A
17.3K $0
Liberty Global LTD
40.6K
New
N/A
40.6K $0
ABNB
Airbnb, Inc.

Consumer Cyclical
484
+ 9.99%
$119.38 - $161.42 $57.8K - $78.1K
5.33K $636K
Annaly Capital Management In
2.73K
+ 12.98%
N/A
23.7K $0
Ishares Bitcoin Trust ETF
4.86K
New
N/A
4.86K $0
Bk Technologies Corporation
9.74K
+ 68.44%
N/A
24K $0
Blackrock Inc
2.23K
New
N/A
2.23K $0
Ge Vernova Inc
716
+ 17.72%
N/A
4.76K $0
Bunge Global Sa
644
+ 19.25%
N/A
3.99K $0
Nexxen Intl LTD
24.4K
New
N/A
24.4K $0
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
1.66K
+ 20.06%
$47.79 - $59.89 $79.3K - $99.4K
9.93K $498K
Natwest Group PLC
15.5K
+ 7.6%
N/A
220K $0
HEIA
Heico Crp Cl A
9.04K
New
N/A
9.04K $0
Rb Global Inc
4.32K
+ 65.19%
N/A
11K $0
Arm Holdings PLC
473
+ 24.84%
N/A
2.38K $0
Portman Ridge Fin Corp
10.6K
New
N/A
10.6K $0
Primo Brands Corporation
17.1K
New
N/A
17.1K $0
Pro Dex Inc Colo
3.71K
+ 30.34%
N/A
15.9K $0
PCAR
Paccar Inc

Industrials
524
+ 6.94%
$96.91 - $112.51 $50.8K - $59K
8.07K $785K
Priority Technology Hldgs In
34.9K
+ 140.86%
N/A
59.7K $0
USRT
Ishares Core U.S. Reit ETF

ETFs
19
+ 0.36%
$55.14 - $60.29 $1.05K - $1.15K
5.36K $305K
MRCC
Monroe Capital Corp

Financial Services
3.14K
+ 8.51%
$7.61 - $8.81 $23.9K - $27.7K
40K $312K
IJJ
Ishares S&P Midcap 400 Value E

ETFs
64
+ 3.96%
$117.4 - $131.02 $7.51K - $8.39K
1.68K $200K
GIB
Cgi Inc

Technology
1.92K
+ 9.2%
$98.12 - $122.43 $188K - $235K
22.8K $2.28M
DHI
Horton D R Inc

Consumer Cyclical
129
+ 6.47%
$125.29 - $147.65 $16.2K - $19K
2.12K $270K
IBKR
Interactive Brokers Group, Inc.

Financial Services
79
+ 4.14%
$161.03 - $235.53 $12.7K - $18.6K
1.99K $329K
BX
Blackstone Inc.

Financial Services
2.21K
+ 22.57%
$136.53 - $186.74 $301K - $412K
12K $1.67M
REGN
Regeneron Pharmaceuticals, Inc.

Healthcare
35
+ 7.76%
$634.14 - $744.83 $22.2K - $26.1K
486 $308K
HLI
Houlihan Lokey, Inc.

Financial Services
5
+ 0.36%
$154.43 - $187.4 $772 - $937
1.39K $225K
RL
Ralph Lauren Corp

Consumer Cyclical
223
+ 3.3%
$215.68 - $286.74 $48.1K - $63.9K
6.97K $1.54M
RRX
Regal Rexnord Corp

Industrials
363
+ 22.46%
$113.85 - $167.1 $41.3K - $60.7K
1.98K $225K
JBL
Jabil Inc

Technology
683
+ 4.52%
$130.51 - $173.33 $89.1K - $118K
15.8K $2.15M
FLEX
Flex Ltd.

Technology
914
+ 8.42%
$32.92 - $44.46 $30.1K - $40.6K
11.8K $389K
VOT
Vanguard Mid Cap Growth Index

ETFs
1
+ 0.03%
$237.72 - $276.98 $238 - $277
3.13K $764K
DSP
Viant Technology Inc.

Technology
9.86K
+ 43.87%
$11.74 - $25.95 $116K - $256K
32.3K $401K
GS
Goldman Sachs Group Inc

Financial Services
319
+ 4.07%
$524.81 - $672.19 $167K - $214K
8.15K $4.45M
SCSC
Scansource, Inc.

Technology
5.01K
+ 33.36%
$34.01 - $51.68 $170K - $259K
20K $680K
SCHB
Schwab Strategic Tr Us Broad M

ETFs
2.43K
+ 3.6%
$21.23 - $23.75 $51.6K - $57.7K
69.9K $1.5M
DHR
Danaher Corp

Healthcare
522
+ 8.78%
$201.62 - $250.59 $105K - $131K
6.47K $1.33M
VBK
Vanguard Small Cap Growth ETF

ETFs
28
+ 1.5%
$247.97 - $296.33 $6.94K - $8.3K
1.9K $479K
NXPI
Nxp Semiconductors N.V.

Technology
125
+ 3.29%
$189.99 - $245.86 $23.7K - $30.7K
3.92K $744K
RPM
Rpm International Inc

Basic Materials
175
+ 1.93%
$114.03 - $128.31 $20K - $22.5K
9.24K $1.07M
EQIX
Equinix Inc

Real Estate
45
+ 6.71%
$803.0 - $959.97 $36.1K - $43.2K
716 $583K
HMC
Honda Motor CO LTD

Consumer Cyclical
1.35K
+ 2.22%
$26.9 - $30.41 $36.3K - $41K
62K $1.68M
CW
Curtiss Wright Corp

Industrials
284
+ 7.62%
$304.82 - $384.07 $86.6K - $109K
4.01K $1.27M
CNK
Cinemark Holdings, Inc.

Communication Services
6.75K
+ 18.77%
$23.74 - $33.06 $160K - $223K
42.7K $1.06M
AN
Autonation, Inc.

Consumer Cyclical
144
+ 1.47%
$156.67 - $195.15 $22.6K - $28.1K
9.96K $1.61M
OMC
Omnicom Group Inc.

Communication Services
14
+ 0.08%
$79.43 - $88.34 $1.11K - $1.24K
18.4K $1.53M
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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