Ritholtz Wealth Management Purchases in Q1 2025

Ritholtz Wealth Management

  • $3.29 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
HCA
Hca Healthcare, Inc.

Healthcare
1.46K
+ 19.42%
$296.7 - $345.55 $434K - $505K
8.99K $3.11M
BA
Boeing CO

Industrials
5.12K
+ 103.48%
$148.15 - $186.25 $758K - $953K
10.1K $1.72M
PNRG
Primeenergy Resources Corp

Energy
3.69K
New
$183.2 - $233.96 $676K - $863K
3.69K $840K
NREF
Nex Point Real Estate Finance, Inc.

Real Estate
54.5K
New
$14.9 - $16.57 $812K - $903K
54.5K $833K
TMUS
T Mobile Us, Inc.

Communication Services
893
+ 7.33%
$211.3 - $272.83 $189K - $244K
13.1K $3.49M
YY
Joyy Inc.

Communication Services
18.6K
+ 50.2%
$38.19 - $52.08 $710K - $968K
55.6K $2.33M
CXW
Core Civic, Inc.

Real Estate
37.6K
New
$18.02 - $23.05 $678K - $868K
37.6K $763K
UBER
Uber Technologies, Inc

Technology
4.02K
+ 10.92%
$63.17 - $81.49 $254K - $327K
40.8K $2.97M
CVS
Cvs Health Corp

Healthcare
11K
New
$44.22 - $68.64 $487K - $756K
11K $745K
EXEL
Exelixis, Inc.

Healthcare
20K
New
$32.38 - $39.16 $649K - $785K
20K $740K
ING
Ing Groep Nv

Financial Services
10.5K
+ 7.93%
$15.51 - $20.74 $163K - $218K
143K $2.8M
TNL
Travel & Leisure Co.

Consumer Cyclical
15.6K
New
$46.29 - $57.86 $724K - $905K
15.6K $723K
TIMB
Tim S.A.

Communication Services
29.3K
+ 43.27%
$11.42 - $15.65 $335K - $459K
97K $1.52M
DE
Deere & CO

Industrials
1.19K
+ 34.72%
$408.57 - $509.27 $485K - $605K
4.61K $2.16M
AJG
Arthur J. Gallagher & Co.

Financial Services
514
+ 5.99%
$275.89 - $345.24 $142K - $177K
9.09K $3.14M
KFY
Korn Ferry

Industrials
10.3K
+ 311.58%
$62.52 - $71.6 $641K - $734K
13.5K $918K
CBRE
Cbre Group, Inc.

Real Estate
5.35K
+ 69.61%
$121.79 - $147.13 $651K - $786K
13K $1.7M
BILS
Spdr Bloomberg 3 12 Month T Bi

ETFs
6.99K
New
$99.16 - $99.52 $694K - $696K
6.99K $695K
AIG
American International Group, Inc.

Financial Services
2.13K
+ 5.91%
$70.5 - $86.94 $150K - $185K
38.2K $3.32M
PRI
Primerica, Inc.

Financial Services
2.37K
New
$271.41 - $296.43 $642K - $701K
2.37K $673K
STRT
Strattec Security Corp

Consumer Cyclical
17.5K
+ 152.14%
$36.29 - $51.49 $636K - $903K
29.1K $1.15M
JD
Jd.Com, Inc.

Consumer Cyclical
617
+ 0.62%
$33.1 - $45.21 $20.4K - $27.9K
99.5K $4.09M
SAP
Sap Se

Technology
70
+ 0.25%
$241.4 - $293.69 $16.9K - $20.6K
28.1K $7.54M
SCHH
Schwab Strategic U.S. Reit ETF

ETFs
29.9K
New
$20.2 - $22.24 $603K - $664K
29.9K $636K
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
8.04K
New
$77.7 - $78.94 $625K - $635K
8.04K $634K
ULTA
Ulta Beauty, Inc.

Consumer Cyclical
1.72K
New
$314.47 - $431.35 $541K - $742K
1.72K $630K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
1.51K
+ 24.62%
$507.05 - $563.67 $764K - $849K
7.63K $3.92M
BSX
Boston Scientific Corp

Healthcare
2.41K
+ 7.39%
$89.38 - $106.18 $216K - $256K
35.1K $3.54M
IAGG
Ishares Tr Core Intl Aggregate

ETFs
12.3K
New
$49.42 - $50.43 $607K - $620K
12.3K $614K
FFIV
F5, Inc.

Technology
2.21K
+ 227.1%
$251.75 - $310.6 $557K - $687K
3.19K $848K
SFM
Sprouts Farmers Market, Inc.

Consumer Defensive
379
+ 1.79%
$132.75 - $177.12 $50.3K - $67.1K
21.5K $3.29M
EBMT
Eagle Bancorp Montana, Inc.

Financial Services
35.8K
New
$14.5 - $18.07 $519K - $646K
35.8K $599K
ICE
Intercontinental Exchange, Inc.

Financial Services
2.73K
+ 52.33%
$142.8 - $176.36 $390K - $482K
7.95K $1.37M
NGG
National Grid PLC

Utilities
8.92K
New
$56.13 - $65.61 $501K - $585K
8.92K $585K
WELL
Welltower Inc.

Real Estate
3.42K
+ 165.15%
$124.05 - $156.86 $424K - $537K
5.49K $841K
LRN
Stride, Inc.

Consumer Defensive
2.75K
+ 27.4%
$106.34 - $142.28 $293K - $392K
12.8K $1.62M
PEP
Pepsico Inc

Consumer Defensive
4.01K
+ 30.5%
$142.64 - $156.42 $571K - $626K
17.1K $2.57M
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
4K
+ 9.74%
$114.57 - $118.14 $459K - $473K
45.1K $5.32M
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
1.14K
+ 12.45%
$208.48 - $244.03 $238K - $278K
10.3K $2.51M
BP
Bp PLC

Energy
8.93K
+ 14.19%
$29.93 - $35.31 $267K - $315K
71.9K $2.43M
VMI
Valmont Industries Inc

Industrials
1.99K
New
$285.37 - $376.98 $569K - $751K
1.99K $568K
SBUX
Starbucks Corp

Consumer Cyclical
4.9K
+ 39.02%
$91.75 - $115.81 $449K - $567K
17.5K $1.71M
GIS
General Mills Inc

Consumer Defensive
10.6K
+ 59.35%
$57.56 - $65.3 $612K - $694K
28.5K $1.71M
SXC
Sun Coke Energy, Inc.

Basic Materials
70.7K
+ 118.98%
$8.95 - $10.57 $633K - $748K
130K $1.2M
ACN
Accenture PLC

Technology
2.57K
+ 42.09%
$300.91 - $398.25 $772K - $1.02M
8.66K $2.7M
AOMR
Angel Oak Mortgage, Inc.

Real Estate
57.3K
+ 162.38%
$9.32 - $10.79 $534K - $618K
92.6K $882K
DBX
Dropbox, Inc.

Technology
20.7K
New
$24.55 - $33.27 $509K - $690K
20.7K $553K
MIDD
Middleby Corp

Industrials
3.64K
New
$133.93 - $172.89 $488K - $630K
3.64K $553K
MELI
Mercadolibre Inc

Consumer Cyclical
255
+ 148.26%
$1739.0 - $2260.0 $443K - $576K
427 $833K
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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