Ritholtz Wealth Management Purchases in Q2 2025

Ritholtz Wealth Management

  • $4.45 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
LMT
Lockheed Martin Corp

Industrials
1.44K
+ 19.54%
$430.82 - $486.45 $622K - $702K
8.83K $4.09M
SENEA
Seneca Foods Corp

Consumer Defensive
7.76K
New
$82.54 - $101.43 $641K - $787K
7.76K $787K
THC
Tenet Healthcare Corp

Healthcare
286
+ 1.65%
$110.41 - $176.0 $31.6K - $50.3K
17.6K $3.11M
SYF
Synchrony Financial

Financial Services
2.86K
+ 6.88%
$43.81 - $66.74 $125K - $191K
44.4K $2.96M
BIIB
Biogen Inc.

Healthcare
6.08K
New
$113.38 - $135.49 $689K - $823K
6.08K $763K
HPE
Hewlett Packard Enterprise CO

Technology
14.1K
+ 14.84%
$12.51 - $20.45 $176K - $288K
109K $2.23M
HD
Home Depot, Inc.

Consumer Cyclical
2.05K
+ 9.02%
$335.24 - $380.78 $687K - $780K
24.8K $9.08M
IBEX
Ibex LTD

Technology
12.9K
+ 16.16%
$22.5 - $30.55 $290K - $393K
92.6K $2.69M
RY
Royal Bank Of Canada

Financial Services
930
+ 2.78%
$108.36 - $131.55 $101K - $122K
34.4K $4.52M
CSCO
Cisco Systems, Inc.

Technology
2.27K
+ 2.94%
$53.19 - $69.38 $121K - $157K
79.3K $5.5M
MET
Metlife Inc

Financial Services
9.27K
+ 99.04%
$68.42 - $82.49 $634K - $764K
18.6K $1.5M
SUB
Ishares Short Term National Mu

ETFs
5.25K
+ 2.11%
$104.77 - $106.34 $550K - $558K
254K $27M
GD
General Dynamics Corp

Industrials
1.8K
+ 15.87%
$247.68 - $291.66 $445K - $524K
13.1K $3.83M
EOG
Eog Resources Inc

Energy
7.12K
+ 55.45%
$104.61 - $129.97 $745K - $925K
20K $2.39M
RL
Ralph Lauren Corp

Consumer Cyclical
1.32K
+ 18.99%
$182.34 - $286.22 $241K - $379K
8.3K $2.28M
PLPC
Preformed Line Products CO

Industrials
4.29K
+ 168.87%
$130.74 - $159.93 $560K - $685K
6.82K $1.09M
CTAS
Cintas Corp

Industrials
1.01K
+ 3.45%
$190.11 - $227.66 $191K - $229K
30.2K $6.72M
CNK
Cinemark Holdings, Inc.

Communication Services
16.5K
+ 38.7%
$24.54 - $33.77 $406K - $558K
59.2K $1.79M
RELX
Relx PLC

Communication Services
2.93K
+ 2.03%
$45.31 - $55.66 $133K - $163K
147K $7.98M
WAB
Westinghouse Air Brake Technologies Corp

Industrials
3.11K
+ 119.59%
$160.22 - $209.35 $498K - $650K
5.71K $1.19M
MSTR
Microstrategy Inc

Technology
1.79K
New
$237.95 - $421.61 $425K - $753K
1.79K $722K
PYPL
Pay Pal Holdings, Inc.

Financial Services
7.43K
+ 39.91%
$57.41 - $74.81 $427K - $556K
26K $1.94M
SKYW
Skywest Inc

Industrials
4.47K
+ 27.41%
$79.41 - $103.84 $355K - $464K
20.8K $2.14M
ISRG
Intuitive Surgical Inc

Healthcare
895
+ 18.89%
$451.58 - $565.94 $404K - $507K
5.63K $3.06M
DE
Deere & CO

Industrials
1.04K
+ 22.64%
$412.99 - $531.48 $431K - $554K
5.65K $2.87M
IDCC
Inter Digital, Inc.

Communication Services
768
+ 2.53%
$183.37 - $234.7 $141K - $180K
31.2K $6.99M
CX
Cemex Sab De Cv

Basic Materials
70.5K
+ 43.4%
$5.02 - $7.19 $354K - $507K
233K $1.62M
MELI
Mercadolibre Inc

Consumer Cyclical
160
+ 37.47%
$1794.73 - $2613.63 $287K - $418K
587 $1.53M
HCA
Hca Healthcare, Inc.

Healthcare
932
+ 10.36%
$317.61 - $387.52 $296K - $361K
9.92K $3.8M
VMI
Valmont Industries Inc

Industrials
1.85K
+ 92.82%
$263.86 - $333.86 $488K - $618K
3.84K $1.26M
CGAU
Centerra Gold Inc.

Basic Materials
80.4K
+ 71.27%
$5.52 - $7.58 $444K - $610K
193K $1.39M
MNST
Monster Beverage Corp

Consumer Defensive
10.4K
+ 203.29%
$55.01 - $64.24 $575K - $671K
15.6K $976K
PWR
Quanta Services, Inc.

Industrials
271
+ 5.86%
$239.47 - $381.26 $64.9K - $103K
4.9K $1.85M
PBYI
Puma Biotechnology, Inc.

Healthcare
197K
New
$2.74 - $3.72 $540K - $733K
197K $675K
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
8.37K
+ 60.16%
$55.54 - $69.09 $465K - $578K
22.3K $1.54M
BNS
Bank Of Nova Scotia

Financial Services
11.4K
+ 261.89%
$44.56 - $55.27 $510K - $632K
15.8K $873K
NEM
Newmont Corp

Basic Materials
11.4K
New
$44.18 - $59.46 $503K - $677K
11.4K $662K
MPAA
Motorcar Parts America Inc

Consumer Cyclical
52.7K
+ 139.43%
$8.47 - $12.18 $446K - $641K
90.4K $1.01M
PRI
Primerica, Inc.

Financial Services
2.48K
+ 104.82%
$244.39 - $290.62 $606K - $721K
4.85K $1.33M
MGA
Magna International Inc

Consumer Cyclical
16.1K
+ 252.39%
$30.82 - $38.61 $497K - $623K
22.5K $869K
PANW
Palo Alto Networks Inc

Technology
1.39K
+ 13.0%
$152.44 - $204.64 $212K - $285K
12.1K $2.48M
CMCL
Caledonia Mining Corp PLC

Basic Materials
33.6K
New
$11.31 - $19.98 $380K - $671K
33.6K $648K
SAN
Banco Santander, S.A.

Financial Services
3.73K
+ 0.97%
$5.72 - $8.32 $21.3K - $31K
387K $3.21M
EBAY
Ebay Inc

Consumer Cyclical
2.84K
+ 4.43%
$59.52 - $79.36 $169K - $225K
66.9K $4.98M
HNI
Hni Corp

Industrials
10.9K
+ 52.3%
$40.26 - $49.71 $437K - $540K
31.6K $1.56M
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
11.6K
New
$45.88 - $54.4 $531K - $630K
11.6K $629K
AEM
Agnico Eagle Mines LTD

Basic Materials
4.5K
+ 55.85%
$99.48 - $124.46 $448K - $560K
12.6K $1.49M
MO
Altria Group, Inc.

Consumer Defensive
14.3K
+ 8.64%
$55.56 - $60.91 $793K - $869K
179K $10.5M
EXPE
Expedia Group, Inc.

Consumer Cyclical
3.55K
+ 35.94%
$136.63 - $176.62 $485K - $627K
13.4K $2.26M
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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