Ritholtz Wealth Management Purchases in Q1 2025

Ritholtz Wealth Management

  • $3.29 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
ABT
Abbott Laboratories

Healthcare
3.91K
+ 8.79%
$111.1 - $140.22 $434K - $548K
48.3K $6.41M
ADP
Automatic Data Processing Inc

Industrials
3.66K
+ 18.84%
$286.85 - $318.64 $1.05M - $1.17M
23.1K $7.06M
DB
Deutsche Bank Aktiengesellschaft

Financial Services
10.3K
+ 6.36%
$17.16 - $25.25 $177K - $261K
173K $4.12M
SONY
Sony Group Corp

Technology
24.7K
+ 14.58%
$19.88 - $25.64 $490K - $632K
194K $4.92M
DORM
Dorman Products, Inc.

Consumer Cyclical
11.3K
+ 315.42%
$120.54 - $134.79 $1.37M - $1.53M
14.9K $1.8M
MCRI
Monarch Casino & Resort Inc

Consumer Cyclical
16.9K
+ 524.88%
$77.74 - $94.47 $1.32M - $1.6M
20.1K $1.57M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
25.9K
+ 26.61%
$42.5 - $46.71 $1.1M - $1.21M
123K $5.58M
CSCO
Cisco Systems, Inc.

Technology
18.4K
+ 31.39%
$58.74 - $64.87 $1.08M - $1.19M
77.1K $4.75M
FHI
Federated Hermes, Inc.

Financial Services
31.5K
New
$37.58 - $41.51 $1.18M - $1.31M
31.5K $1.28M
KOMP
Spdr S&P Kensho New Economies

ETFs
27.2K
New
$46.49 - $54.36 $1.26M - $1.48M
27.2K $1.28M
SPTL
Spdr Portfolio Long Term Treas

ETFs
45.9K
New
$25.54 - $27.64 $1.17M - $1.27M
45.9K $1.24M
IBEX
Ibex LTD

Technology
46.8K
+ 142.5%
$21.23 - $27.3 $994K - $1.28M
79.7K $1.94M
AMGN
Amgen Inc

Healthcare
2.16K
+ 19.75%
$258.59 - $327.36 $558K - $707K
13.1K $4.08M
UNH
Unitedhealth Group Inc

Healthcare
1.77K
+ 10.65%
$461.52 - $548.18 $818K - $971K
18.4K $9.64M
SLB
Schlumberger Limited

Energy
28.6K
New
$38.4 - $43.74 $1.1M - $1.25M
28.6K $1.19M
IMO
Imperial Oil LTD

Energy
7.96K
+ 13.89%
$62.41 - $73.34 $497K - $584K
65.2K $4.72M
SPBO
Spdr Ser Tr Spdr Portfolio Cor

ETFs
40.9K
New
$28.27 - $29.28 $1.16M - $1.2M
40.9K $1.19M
DVN
Devon Energy Corp

Energy
28K
+ 96.93%
$33.15 - $38.55 $930K - $1.08M
57K $2.13M
HMY
Harmony Gold Mining CO LTD

Basic Materials
7.99K
+ 4.94%
$8.25 - $14.77 $66K - $118K
170K $2.51M
EAT
Brinker International, Inc

Consumer Cyclical
6.36K
+ 46.82%
$133.46 - $189.14 $849K - $1.2M
19.9K $2.97M
SPOT
Spotify Technology S.A.

Communication Services
1.05K
+ 18.34%
$457.79 - $648.32 $482K - $682K
6.79K $3.73M
HIG
Hartford Financial Services Group, Inc.

Financial Services
1.79K
+ 2.71%
$106.31 - $123.73 $190K - $221K
67.6K $8.37M
MA
Mastercard Inc

Financial Services
1.38K
+ 7.68%
$504.67 - $576.31 $698K - $797K
19.4K $10.6M
TWLO
Twilio Inc

Communication Services
11.4K
+ 359.12%
$94.9 - $148.35 $1.09M - $1.7M
14.6K $1.43M
TRV
Travelers Companies, Inc.

Financial Services
950
+ 2.71%
$232.43 - $265.13 $221K - $252K
36K $9.52M
EQNR
Equinor Asa

Energy
24.1K
+ 15.29%
$22.37 - $26.45 $540K - $638K
182K $4.81M
AZN
Astrazeneca PLC

Healthcare
7.1K
+ 10.39%
$65.37 - $77.96 $464K - $554K
75.5K $5.55M
GE
General Electric CO

Industrials
1.62K
+ 7.78%
$168.59 - $212.13 $272K - $343K
22.4K $4.48M
PSIX
Power Solutions International, Inc.

Industrials
39.9K
New
$25.28 - $43.7 $1.01M - $1.74M
39.9K $1.01M
ORLY
O Reilly Automotive Inc

Consumer Cyclical
278
+ 11.49%
$1187.71 - $1432.58 $330K - $398K
2.7K $3.86M
COST
Costco Wholesale Corp

Consumer Defensive
428
+ 2.16%
$890.62 - $1076.86 $381K - $461K
20.2K $19.1M
VALE
Vale S.A.

Basic Materials
72.6K
+ 31.8%
$8.5 - $10.19 $617K - $739K
301K $3M
ESS
Essex Property Trust, Inc.

Real Estate
3.54K
+ 194.93%
N/A
5.36K $1.46M
PLTR
Palantir Technologies Inc.

Technology
10.3K
+ 96.6%
$64.98 - $124.62 $670K - $1.29M
21K $1.77M
PLD
Prologis, Inc.

Real Estate
6.19K
+ 14.01%
$103.59 - $124.04 $641K - $767K
50.4K $5.63M
FOXA
Fox Corp

Communication Services
15.5K
+ 153.05%
$47.9 - $58.0 $741K - $897K
25.6K $1.45M
WM
Waste Management Inc

Industrials
1.7K
+ 9.07%
$200.54 - $233.78 $341K - $398K
20.5K $4.74M
IDCC
Inter Digital, Inc.

Communication Services
2.87K
+ 10.41%
$171.68 - $225.72 $492K - $647K
30.4K $6.28M
ELV
Elevance Health, Inc.

Healthcare
2K
+ 185.73%
$365.9 - $436.25 $733K - $874K
3.08K $1.34M
UNM
Unum Group

Financial Services
7.99K
+ 23.38%
$71.8 - $83.34 $574K - $666K
42.2K $3.43M
IBM
International Business Machines Corp

Technology
2.36K
+ 20.1%
$217.4 - $264.74 $513K - $625K
14.1K $3.51M
EOG
Eog Resources Inc

Energy
6.93K
+ 117.19%
$120.54 - $138.05 $835K - $956K
12.8K $1.65M
PINC
Premier, Inc.

Healthcare
47.6K
New
$17.46 - $23.0 $831K - $1.09M
47.6K $917K
TPB
Turning Point Brands, Inc.

Consumer Defensive
15.4K
New
$55.09 - $70.34 $850K - $1.09M
15.4K $917K
CTAS
Cintas Corp

Industrials
1.36K
+ 4.91%
$182.09 - $208.14 $248K - $284K
29.1K $5.99M
VTR
Ventas, Inc.

Real Estate
9.32K
+ 34.07%
$56.9 - $70.47 $530K - $656K
36.7K $2.52M
KGC
Kinross Gold Corp

Basic Materials
20.2K
+ 10.38%
$9.69 - $12.61 $195K - $254K
214K $2.7M
CCSI
Consensus Cloud Solutions, Inc.

Technology
38.7K
New
$23.08 - $30.44 $893K - $1.18M
38.7K $892K
JPM
Jpmorgan Chase & CO

Financial Services
1.78K
+ 2.31%
$225.19 - $279.95 $402K - $499K
78.9K $19.4M
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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