Ritholtz Wealth Management Purchases in Q2 2025

Ritholtz Wealth Management

  • $4.45 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
UTHR
United Therapeutics Corp

Healthcare
250
+ 30.3%
$276.47 - $328.4 $69.1K - $82.1K
1.08K $308K
JMIA
Jumia Technologies Ag

Consumer Cyclical
13.2K
New
$1.73 - $4.02 $22.8K - $52.9K
13.2K $52K
NOK
Nokia Corp

Technology
10.7K
+ 23.78%
$4.65 - $5.43 $49.9K - $58.2K
55.8K $289K
BRO
Brown & Brown, Inc.

Financial Services
686
+ 33.43%
$104.48 - $124.43 $71.7K - $85.4K
2.74K $303K
ITT
Itt Inc.

Industrials
10
+ 0.59%
$112.67 - $157.95 $1.13K - $1.58K
1.71K $267K
MKL
Markel Corp

Financial Services
1
+ 0.3%
$1678.5 - $1997.36 $1.68K - $2K
338 $675K
URG
Ur Energy Inc

Energy
42.1K
New
$0.56 - $1.13 $23.6K - $47.6K
42.1K $44K
PSA
Public Storage

Real Estate
306
+ 3.77%
$266.31 - $309.77 $81.5K - $94.8K
8.43K $2.47M
CLPR
Clipper Realty Inc.

Real Estate
14.4K
+ 21.56%
$3.48 - $4.2 $50.1K - $60.4K
81.1K $297K
MSCI
Msci Inc.

Financial Services
55
+ 6.77%
$506.56 - $576.74 $27.9K - $31.7K
867 $500K
DRI
Darden Restaurants Inc

Consumer Cyclical
73
+ 3.42%
$186.58 - $225.78 $13.6K - $16.5K
2.21K $481K
PAYX
Paychex Inc

Industrials
1.6K
+ 7.2%
$137.01 - $159.78 $220K - $256K
23.9K $3.47M
STE
Steris PLC

Healthcare
19
+ 0.84%
$208.55 - $252.55 $3.96K - $4.8K
2.28K $548K
IBDW
Ishares Tr Ibonds Dec 2031 Ter
1.45K
+ 12.89%
$20.23 - $21.04 $29.3K - $30.5K
12.7K $267K
SLB
Schlumberger Limited

Energy
7.77K
+ 27.17%
$31.95 - $42.2 $248K - $328K
36.4K $1.23M
WRB
Berkley W R Corp

Financial Services
173
+ 2.11%
$64.28 - $75.17 $11.1K - $13K
8.39K $616K
KMI
Kinder Morgan, Inc.

Energy
180
+ 0.62%
$25.21 - $29.4 $4.54K - $5.29K
29.4K $864K
BBDO
Banco Bradesco S.A.

Financial Services
10.9K
New
$1.86 - $2.73 $20.3K - $29.8K
10.9K $29K
SNA
Snap On Inc

Industrials
180
+ 16.25%
$292.36 - $342.2 $52.6K - $61.6K
1.29K $400K
SPMD
Spdr Portfolio

ETFs
172
+ 3.46%
$44.89 - $54.38 $7.72K - $9.35K
5.14K $279K
HSY
Hershey CO

Consumer Defensive
219
+ 11.14%
$151.29 - $173.13 $33.1K - $37.9K
2.19K $362K
TIP
Ishares Tr Tips Bd ETF

ETFs
253
+ 11.47%
$107.93 - $110.97 $27.3K - $28.1K
2.46K $270K
ROP
Roper Technologies Inc

Industrials
65
+ 11.71%
$519.19 - $590.78 $33.7K - $38.4K
620 $351K
ACN
Accenture PLC

Technology
458
+ 5.29%
$279.23 - $323.21 $128K - $148K
9.12K $2.73M
DDWM
Wisdomtree Tr Currency Hedged

ETFs
96
+ 1.42%
$32.86 - $40.05 $3.15K - $3.84K
6.88K $272K
TAK
Takeda Pharmaceutical CO LTD

Healthcare
499
+ 2.15%
$13.71 - $15.46 $6.84K - $7.71K
23.7K $367K
DNN
Denison Mines Corp.

Energy
11.8K
New
$1.15 - $1.86 $13.6K - $21.9K
11.8K $21K
TAP
Molson Coors Beverage CO

Consumer Defensive
1.42K
+ 39.17%
$47.24 - $62.46 $66.9K - $88.4K
5.03K $241K
DSGX
Descartes Systems Group Inc

Technology
125
+ 1.95%
$94.15 - $116.93 $11.8K - $14.6K
6.54K $664K
NMR
Nomura Holdings Inc

Financial Services
513
+ 1.51%
$4.95 - $6.6 $2.54K - $3.39K
34.4K $226K
SMMD
Ishares Tr Russell 2500 ETF

ETFs
11
+ 0.34%
$54.81 - $67.78 $603 - $746
3.29K $222K
SCI
Service Corp International

Consumer Cyclical
47
+ 0.47%
$73.58 - $81.65 $3.46K - $3.84K
10K $815K
JKHY
Henry Jack & Associates Inc

Technology
129
+ 3.8%
$163.54 - $186.02 $21.1K - $24K
3.52K $634K
AWR
American States Water CO

Utilities
296
+ 6.58%
$75.1 - $81.3 $22.2K - $24.1K
4.79K $367K
USIO
Usio, Inc.

Technology
8.44K
+ 36.82%
$1.27 - $1.64 $10.7K - $13.8K
31.4K $47K
BWEN
Broadwind, Inc.

Industrials
2.54K
+ 9.33%
$1.47 - $1.96 $3.73K - $4.98K
29.7K $53K
EXLS
Exl Service Holdings, Inc.

Technology
882
+ 12.46%
$41.85 - $48.48 $36.9K - $42.8K
7.96K $348K
VIG
Vanguard Dividend Appreciation

ETFs
68
+ 0.52%
N/A
13.2K $2.4M
F
Ford Motor CO

Consumer Cyclical
325
+ 2.79%
$8.69 - $10.85 $2.82K - $3.53K
12K $129K
AJG
Arthur J. Gallagher & Co.

Financial Services
747
+ 8.22%
$310.86 - $348.77 $232K - $261K
9.84K $3.15M
JEF
Jefferies Financial Group Inc.

Financial Services
89
+ 1.98%
$41.06 - $56.09 $3.65K - $4.99K
4.58K $250K
QSR
Restaurant Brands International Inc.

Consumer Cyclical
174
+ 3.62%
$60.03 - $72.0 $10.4K - $12.5K
4.98K $330K
PASG
Passage Bio, Inc.

Healthcare
25.4K
New
$0.27 - $0.48 $6.86K - $12.2K
25.4K $10K
FINV
Fin Volution Group

Financial Services
1.21K
+ 7.55%
$7.03 - $10.11 $8.47K - $12.2K
17.2K $162K
TEF
Telefonica S A

Communication Services
309
+ 2.89%
$4.37 - $5.39 $1.35K - $1.67K
11K $57K
NI
Nisource Inc.

Utilities
138
+ 2.55%
$37.11 - $40.64 $5.12K - $5.61K
5.55K $223K
SRTS
Sensus Healthcare, Inc.

Healthcare
1.01K
+ 5.78%
$4.07 - $5.13 $4.11K - $5.19K
18.5K $87K
KIM
Kimco Realty Corp

Real Estate
394
+ 3.18%
$18.7 - $21.69 $7.37K - $8.55K
12.8K $268K
DPZ
Dominos Pizza Inc

Consumer Cyclical
56
+ 2.44%
$430.72 - $497.52 $24.1K - $27.9K
2.36K $1.06M
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
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