Ritholtz Wealth Management Purchases in Q2 2025

Ritholtz Wealth Management

  • $4.45 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
DORM
Dorman Products, Inc.

Consumer Cyclical
9.65K
+ 64.67%
$108.29 - $132.03 $1.05M - $1.27M
24.6K $3.01M
FHI
Federated Hermes, Inc.

Financial Services
24.8K
+ 78.67%
$35.85 - $44.32 $887K - $1.1M
56.2K $2.49M
MS
Morgan Stanley

Financial Services
3.42K
+ 11.49%
$99.83 - $140.86 $341K - $482K
33.2K $4.67M
INTU
Intuit Inc

Technology
516
+ 11.46%
$544.07 - $787.63 $281K - $406K
5.02K $3.95M
VSS
Vanguard Intl Eqty Ftse All Wo

ETFs
8.76K
New
$104.23 - $134.39 $913K - $1.18M
8.76K $1.18M
XLK
Technology Sector Spdr

ETFs
3.65K
+ 70.63%
$179.73 - $253.23 $656K - $924K
8.82K $2.23M
MCRI
Monarch Casino & Resort Inc

Consumer Cyclical
11.4K
+ 56.55%
$72.42 - $87.18 $825K - $993K
31.5K $2.73M
UAL
United Airlines Holdings, Inc.

Industrials
13.7K
+ 240.55%
$56.15 - $84.23 $769K - $1.15M
19.4K $1.54M
PNC
Pnc Financial Services Group, Inc.

Financial Services
4.74K
+ 20.96%
$149.76 - $186.42 $709K - $883K
27.3K $5.09M
BTI
British American Tobacco P.L.C.

Consumer Defensive
3.46K
+ 2.15%
$39.43 - $49.34 $136K - $171K
164K $7.76M
VV
Vanguard Large Cap ETF

ETFs
2.22K
+ 14.06%
$228.25 - $285.3 $507K - $634K
18K $5.14M
USB
Us Bancorp \De\

Financial Services
20.5K
+ 35.72%
$36.4 - $45.76 $747K - $939K
78K $3.53M
SPBO
Spdr Ser Tr Spdr Portfolio Cor

ETFs
37.2K
+ 91.06%
$28.18 - $29.22 $1.05M - $1.09M
78.1K $2.28M
HOOD
Robinhood Markets, Inc.

Technology
5K
+ 43.26%
$34.17 - $93.63 $171K - $468K
16.6K $1.55M
TNL
Travel & Leisure Co.

Consumer Cyclical
18.9K
+ 120.99%
$38.78 - $51.89 $734K - $981K
34.5K $1.78M
SHW
Sherwin Williams CO

Basic Materials
3.22K
+ 37.54%
$313.51 - $363.51 $1.01M - $1.17M
11.8K $4.05M
VT
Vanguard Total World Stk Index

ETFs
5.92K
+ 25.75%
$103.16 - $128.52 $611K - $761K
28.9K $3.72M
AMD
Advanced Micro Devices Inc

Technology
1.26K
+ 5.7%
$78.21 - $143.81 $98.4K - $181K
23.3K $3.31M
SHOP
Shopify Inc.

Technology
4.78K
+ 20.65%
$76.89 - $115.35 $368K - $552K
27.9K $3.22M
IBM
International Business Machines Corp

Technology
1.21K
+ 8.55%
$221.03 - $294.78 $267K - $356K
15.3K $4.52M
TWLO
Twilio Inc

Communication Services
4.99K
+ 34.09%
$81.34 - $124.36 $406K - $620K
19.6K $2.44M
MTG
Mgic Investment Corp

Financial Services
26K
+ 28.86%
$22.43 - $28.1 $584K - $732K
116K $3.24M
VIV
Telefonica Brasil S.A.

Communication Services
67.4K
+ 80.36%
$8.28 - $11.4 $558K - $768K
151K $1.72M
MCK
Mckesson Corp

Healthcare
273
+ 2.07%
$652.83 - $732.78 $178K - $200K
13.5K $9.87M
FIX
Comfort Systems Usa Inc

Industrials
40
+ 0.9%
$296.51 - $536.21 $11.9K - $21.4K
4.47K $2.4M
ENB
Enbridge Inc

Energy
19.7K
+ 37.67%
$41.09 - $47.16 $808K - $927K
71.8K $3.26M
KD
Kyndryl Holdings, Inc.

Technology
18.3K
+ 116.09%
$27.77 - $41.96 $509K - $769K
34.1K $1.43M
AVT
Avnet Inc

Technology
17.5K
New
$41.51 - $53.08 $726K - $928K
17.5K $927K
ULTA
Ulta Beauty, Inc.

Consumer Cyclical
1.56K
+ 90.82%
$328.01 - $475.68 $513K - $743K
3.28K $1.54M
SLGN
Silgan Holdings Inc

Consumer Cyclical
15.6K
+ 91.14%
$45.48 - $56.15 $710K - $877K
32.8K $1.78M
KGC
Kinross Gold Corp

Basic Materials
15.6K
+ 7.26%
$11.79 - $15.85 $183K - $247K
230K $3.59M
DIS
Walt Disney CO

Communication Services
2.17K
+ 9.04%
$81.72 - $124.01 $177K - $269K
26.1K $3.24M
SLYV
Spdr S&P 600 Small Cap Value E

ETFs
9.71K
+ 16.79%
$67.03 - $80.35 $651K - $780K
67.6K $5.39M
VCTR
Victory Capital Holdings, Inc.

Financial Services
12.5K
+ 99.12%
$51.28 - $64.94 $642K - $813K
25.1K $1.6M
TPB
Turning Point Brands, Inc.

Consumer Defensive
8.15K
+ 52.83%
$54.53 - $81.0 $444K - $660K
23.6K $1.79M
FFIV
F5, Inc.

Technology
2.62K
+ 82.3%
$239.25 - $295.9 $627K - $776K
5.81K $1.71M
CSL
Carlisle Companies Inc

Industrials
2.09K
+ 98.17%
$317.1 - $408.5 $664K - $855K
4.23K $1.58M
ACM
Aecom

Industrials
7.55K
New
$87.19 - $113.06 $658K - $853K
7.55K $851K
OVV
Ovintiv Inc.

Energy
22.3K
New
$31.18 - $44.14 $697K - $986K
22.3K $850K
LAUR
Laureate Education, Inc.

Consumer Defensive
30.8K
+ 69.03%
$18.34 - $23.38 $564K - $719K
75.3K $1.76M
FIS
Fidelity National Information Services, Inc.

Technology
8.81K
+ 45.05%
$68.14 - $82.13 $600K - $724K
28.4K $2.31M
PFE
Pfizer Inc

Healthcare
37.2K
+ 71.83%
$21.59 - $24.84 $803K - $924K
89K $2.16M
KLAC
Kla Corp

Technology
69
+ 1.91%
$576.53 - $902.94 $39.8K - $62.3K
3.68K $3.3M
CSGS
Csg Systems International Inc

Technology
12.1K
+ 198.1%
$56.51 - $66.33 $683K - $802K
18.2K $1.19M
III
Information Services Group Inc.

Technology
171K
New
$3.45 - $4.96 $589K - $847K
171K $819K
DDS
Dillard'S, Inc.

Consumer Cyclical
1.5K
+ 49.0%
$294.77 - $422.75 $441K - $632K
4.55K $1.9M
MTZ
Mastec Inc

Industrials
3.57K
+ 97.06%
$106.07 - $171.99 $378K - $613K
7.24K $1.23M
STRT
Strattec Security Corp

Consumer Cyclical
2.14K
+ 7.38%
$32.53 - $62.21 $69.7K - $133K
31.2K $1.94M
WF
Woori Financial Group Inc.

Financial Services
6.02K
+ 19.98%
$30.46 - $49.73 $183K - $300K
36.2K $1.8M
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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