Ritholtz Wealth Management Purchases in Q2 2025

Ritholtz Wealth Management

  • $4.45 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
OTIS
Otis Worldwide Corp

Industrials
2
+ 0.07%
$90.88 - $104.3 $182 - $209
2.91K $288K
ALC
Alcon Inc

Healthcare
39
+ 1.66%
$82.88 - $98.3 $3.23K - $3.83K
2.39K $211K
UNM
Unum Group

Financial Services
160
+ 0.38%
$70.48 - $82.91 $11.3K - $13.3K
42.3K $3.42M
WCN
Waste Connections, Inc.

Industrials
41
+ 1.37%
$183.26 - $199.95 $7.51K - $8.2K
3.02K $564K
KINS
Kingstone Companies, Inc.

Financial Services
1.31K
+ 4.0%
$14.66 - $21.67 $19.1K - $28.3K
34K $523K
BNL
Broadstone Net Lease, Inc.

Real Estate
109
+ 0.44%
$14.72 - $17.13 $1.6K - $1.87K
25K $402K
ESCA
Escalade Inc

Consumer Cyclical
17
+ 0.09%
$13.4 - $16.52 $228 - $281
19.9K $278K
VIPS
Vipshop Holdings LTD

Consumer Cyclical
3.47K
+ 2.68%
$12.29 - $15.47 $42.6K - $53.7K
133K $2M
CHKP
Check Point Software Technologies LTD

Technology
34
+ 0.58%
$204.26 - $233.47 $6.94K - $7.94K
5.85K $1.29M
WTW
Willis Towers Watson PLC

Financial Services
8
+ 0.67%
$295.96 - $337.43 $2.37K - $2.7K
1.21K $370K
VRTX
Vertex Pharmaceuticals Inc

Healthcare
203
+ 5.87%
$421.16 - $509.5 $85.5K - $103K
3.66K $1.63M
NREF
Nex Point Real Estate Finance, Inc.

Real Estate
2.11K
+ 3.87%
$12.72 - $15.77 $26.9K - $33.3K
56.6K $780K
TPL
Texas Pacific Land Corp

Energy
82
+ 14.67%
$1036.28 - $1430.55 $85K - $117K
641 $677K
ALL
Allstate Corp

Financial Services
88
+ 0.62%
$180.53 - $212.64 $15.9K - $18.7K
14.3K $2.87M
SBUX
Starbucks Corp

Consumer Cyclical
404
+ 2.31%
$79.69 - $99.41 $32.2K - $40.2K
17.9K $1.64M
ORLY
O Reilly Automotive Inc

Consumer Cyclical
39.3K
+ 1458.32%
$87.84 - $1441.89 $3.45M - $56.7M
42K $3.79M
AFL
Aflac Inc

Financial Services
741
+ 2.73%
$99.77 - $112.45 $73.9K - $83.3K
27.9K $2.94M
EPD
Enterprise Products Partners L.P.

Energy
1.47K
+ 3.41%
$28.95 - $34.22 $42.6K - $50.3K
44.6K $1.38M
AZO
Autozone Inc

Consumer Cyclical
3
+ 0.26%
$3478.38 - $3880.15 $10.4K - $11.6K
1.18K $4.38M
TRGP
Targa Resources Corp.

Energy
50
+ 1.01%
$157.32 - $205.72 $7.87K - $10.3K
4.99K $869K
MKC
Mccormick & CO Inc

Consumer Defensive
86
+ 0.42%
$71.11 - $82.25 $6.12K - $7.07K
20.3K $1.54M
JAZZ
Jazz Pharmaceuticals PLC

Healthcare
1.24K
+ 8.09%
$97.78 - $126.44 $121K - $156K
16.5K $1.75M
LLY
Eli Lilly & CO

Healthcare
1.07K
+ 5.05%
$713.71 - $898.95 $760K - $957K
22.1K $17.3M
AMGN
Amgen Inc

Healthcare
957
+ 7.31%
$262.28 - $309.85 $251K - $297K
14K $3.92M
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
329
+ 3.19%
$212.1 - $244.27 $69.8K - $80.4K
10.6K $2.33M
CVX
Chevron Corp

Energy
3.45K
+ 12.13%
$133.73 - $168.51 $461K - $581K
31.9K $4.56M
BP
Bp PLC

Energy
1.15K
+ 1.6%
$26.11 - $33.81 $30K - $38.9K
73K $2.19M
MATX
Matson, Inc.

Industrials
262
+ 1.44%
$93.11 - $132.21 $24.4K - $34.6K
18.5K $2.06M
COP
Conocophillips

Energy
2K
+ 6.32%
$82.66 - $106.1 $165K - $212K
33.7K $3.02M
TMUS
T Mobile Us, Inc.

Communication Services
263
+ 2.01%
$220.99 - $268.54 $58.1K - $70.6K
13.3K $3.18M
PG
Procter & Gamble CO

Consumer Defensive
2.55K
+ 3.3%
$157.66 - $172.39 $402K - $440K
79.8K $12.7M
ABBV
Abb Vie Inc.

Healthcare
1.88K
+ 4.72%
$170.16 - $206.27 $319K - $387K
41.6K $7.72M
COKE
Coca Cola Consolidated, Inc.

Consumer Defensive
18.5K
+ 852.07%
$105.72 - $1416.0 $1.96M - $26.2M
20.7K $2.31M
BABA
Alibaba Group Holding LTD

Consumer Cyclical
1.46K
+ 3.28%
$99.37 - $134.05 $145K - $196K
46.1K $5.22M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
1.82K
+ 4.25%
$483.48 - $539.8 $882K - $985K
44.7K $21.7M
AAPL
Apple Inc.

Technology
14.1K
+ 2.7%
$172.42 - $223.89 $2.42M - $3.15M
535K $110M
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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