Ritholtz Wealth Management Purchases in Q1 2025

Ritholtz Wealth Management

  • $3.29 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
CCJ
Cameco Corp

Energy
194
+ 2.99%
$40.64 - $56.86 $7.88K - $11K
6.68K $275K
JHX
James Hardie Industries PLC

Basic Materials
130
+ 1.45%
$23.56 - $34.63 $3.06K - $4.5K
9.08K $213K
AMP
Ameriprise Financial Inc

Financial Services
22
+ 1.27%
$472.29 - $575.13 $10.4K - $12.7K
1.76K $852K
EMR
Emerson Electric CO

Industrials
837
+ 7.16%
$108.64 - $131.17 $90.9K - $110K
12.5K $1.37M
DAL
Delta Air Lines, Inc.

Industrials
1.37K
+ 15.72%
$43.6 - $69.06 $59.8K - $94.7K
10.1K $439K
AIT
Applied Industrial Technologies Inc

Industrials
533
+ 3.57%
$218.93 - $269.18 $117K - $143K
15.5K $3.49M
TKC
Turkcell Iletisim Hizmetleri A S

Communication Services
1.39K
+ 0.39%
$5.83 - $7.58 $8.09K - $10.5K
353K $2.2M
COIN
Coinbase Global, Inc.

Technology
45
+ 3.02%
$172.23 - $301.3 $7.75K - $13.6K
1.53K $264K
XLK
Technology Sector Spdr

ETFs
120
+ 2.38%
$206.38 - $242.18 $24.8K - $29.1K
5.17K $1.07M
HD
Home Depot, Inc.

Consumer Cyclical
1.01K
+ 4.66%
$347.25 - $424.87 $351K - $429K
22.7K $8.32M
AYI
Acuity Brands Inc

Industrials
117
+ 2.16%
$257.8 - $337.07 $30.2K - $39.4K
5.53K $1.46M
AMAT
Applied Materials Inc

Technology
281
+ 2.94%
$145.06 - $195.51 $40.8K - $54.9K
9.84K $1.43M
MAR
Marriott International Inc

Consumer Cyclical
8
+ 0.25%
$237.01 - $304.45 $1.9K - $2.44K
3.23K $769K
IX
Orix Corp

Financial Services
65.8K
+ 372.9%
$20.44 - $107.42 $1.34M - $7.07M
83.4K $1.74M
VB
Vanguard Small Cap ETF

ETFs
92
+ 1.04%
$217.89 - $252.64 $20K - $23.2K
8.93K $1.98M
IT
Gartner Inc

Technology
12
+ 0.51%
$418.25 - $548.38 $5.02K - $6.58K
2.35K $984K
CVLG
Covenant Logistics Group, Inc.

Industrials
15.2K
+ 98.6%
$22.2 - $29.12 $337K - $442K
30.6K $678K
BBW
Build A Bear Workshop Inc

Consumer Cyclical
489
+ 2.37%
$35.19 - $46.6 $17.2K - $22.8K
21.1K $785K
USB
Us Bancorp \De\

Financial Services
3.25K
+ 5.99%
$40.92 - $50.9 $133K - $165K
57.5K $2.43M
AXP
American Express CO

Financial Services
206
+ 2.21%
$255.39 - $325.87 $52.6K - $67.1K
9.52K $2.56M
DIS
Walt Disney CO

Communication Services
887
+ 3.84%
$96.87 - $114.0 $85.9K - $101K
24K $2.37M
MS
Morgan Stanley

Financial Services
498
+ 1.7%
$111.68 - $141.08 $55.6K - $70.3K
29.8K $3.47M
MLI
Mueller Industries Inc

Industrials
58
+ 0.08%
$76.14 - $82.67 $4.42K - $4.79K
68.4K $5.21M
CSX
Csx Corp

Industrials
1.52K
+ 1.65%
$29.11 - $33.67 $44.3K - $51.2K
93.5K $2.75M
GDDY
Go Daddy Inc.

Technology
39
+ 0.29%
$172.13 - $214.35 $6.71K - $8.36K
13.5K $2.42M
HPE
Hewlett Packard Enterprise CO

Technology
13.8K
+ 17.05%
$14.77 - $24.42 $204K - $337K
94.8K $1.46M
OC
Owens Corning

Industrials
1.21K
+ 7.4%
$137.83 - $191.19 $167K - $232K
17.6K $2.52M
PWR
Quanta Services, Inc.

Industrials
18
+ 0.39%
$236.71 - $358.03 $4.26K - $6.44K
4.63K $1.18M
BAC
Bank Of America Corp

Financial Services
2.49K
+ 1.38%
$39.61 - $47.74 $98.5K - $119K
183K $7.64M
CAT
Caterpillar Inc

Industrials
4
+ 0.04%
$326.75 - $407.63 $1.31K - $1.63K
9.59K $3.16M
ETN
Eaton Corp PLC

Industrials
244
+ 3.75%
$271.83 - $371.23 $66.3K - $90.6K
6.74K $1.83M
AMD
Advanced Micro Devices Inc

Technology
383
+ 1.76%
$96.63 - $129.55 $37K - $49.6K
22.1K $2.27M
NOW
Service Now, Inc.

Technology
315
+ 12.34%
$783.83 - $1170.39 $247K - $369K
2.87K $2.28M
CRM
Salesforce, Inc.

Technology
518
+ 3.8%
$268.36 - $359.95 $139K - $186K
14.1K $3.79M
ADBE
Adobe Inc.

Technology
176
+ 1.07%
$377.84 - $464.11 $66.5K - $81.7K
16.6K $6.35M
ORCL
Oracle Corp

Technology
486
+ 0.68%
$139.81 - $186.47 $67.9K - $90.6K
71.9K $10M
GOOG
Alphabet Inc.

Communication Services
643
+ 0.58%
$156.06 - $207.71 $100K - $134K
111K $17.4M
AMZN
Amazon Com Inc

Consumer Cyclical
9.87K
+ 4.98%
$190.26 - $242.06 $1.88M - $2.39M
208K $39.6M
MSFT
Microsoft Corp

Technology
2.68K
+ 1.76%
$375.39 - $447.2 $1.01M - $1.2M
155K $58.1M
NVDA
Nvidia Corp

Technology
29.1K
+ 5.85%
$106.98 - $149.43 $3.11M - $4.34M
526K $57M
AAPL
Apple Inc.

Technology
7.25K
+ 1.41%
$209.68 - $247.1 $1.52M - $1.79M
521K $116M
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
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