Ritholtz Wealth Management Purchases in Q1 2025

Ritholtz Wealth Management

  • $3.29 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
LAUR
Laureate Education, Inc.

Consumer Defensive
23.8K
+ 114.36%
$18.04 - $20.97 $429K - $498K
44.5K $910K
ICL
Icl Group Ltd.

Basic Materials
93K
New
$4.96 - $6.45 $461K - $600K
93K $529K
SSNC
Ss&C Technologies Holdings Inc

Technology
6.09K
New
$74.75 - $89.13 $455K - $543K
6.09K $508K
ERJ
Embraer S.A.

Industrials
2.02K
+ 4.69%
$37.11 - $56.4 $75.1K - $114K
45.1K $2.09M
DUK
Duke Energy Corp

Utilities
3.28K
+ 45.5%
$105.87 - $121.97 $347K - $400K
10.5K $1.28M
EMO
Clear Bridge Energy Midstream Opportunity Fund Inc.

Financial Services
10.1K
New
$46.55 - $51.16 $469K - $515K
10.1K $499K
BBCP
Concrete Pumping Holdings, Inc.

Industrials
90.8K
New
$4.96 - $9.04 $451K - $821K
90.8K $496K
KD
Kyndryl Holdings, Inc.

Technology
15.8K
New
$31.32 - $43.45 $495K - $686K
15.8K $495K
NTGR
Netgear, Inc.

Technology
20.2K
New
$22.11 - $30.91 $447K - $625K
20.2K $494K
PGR
Progressive Corp

Financial Services
507
+ 6.65%
$235.61 - $291.22 $119K - $148K
8.13K $2.3M
GM
General Motors CO

Consumer Cyclical
11.9K
+ 76.21%
$45.22 - $54.92 $536K - $651K
27.4K $1.29M
VRTX
Vertex Pharmaceuticals Inc

Healthcare
430
+ 14.2%
$402.49 - $513.76 $173K - $221K
3.46K $1.68M
SO
Southern CO

Utilities
3.46K
+ 25.62%
$80.96 - $92.96 $280K - $322K
17K $1.56M
RSG
Republic Services, Inc.

Industrials
616
+ 8.76%
$200.09 - $242.16 $123K - $149K
7.65K $1.85M
EBAY
Ebay Inc

Consumer Cyclical
879
+ 1.39%
$61.61 - $70.93 $54.2K - $62.3K
64K $4.34M
PFE
Pfizer Inc

Healthcare
18.3K
+ 54.67%
$25.01 - $27.13 $458K - $497K
51.8K $1.31M
SPGI
S&P Global Inc.

Financial Services
682
+ 8.87%
$478.26 - $543.77 $326K - $371K
8.37K $4.25M
TLT
Ishares Barclays 20+ Year Trea

ETFs
4.38K
+ 75.09%
$85.29 - $92.57 $374K - $405K
10.2K $929K
COP
Conocophillips

Energy
2.3K
+ 7.83%
$88.6 - $105.85 $204K - $243K
31.7K $3.32M
LYV
Live Nation Entertainment, Inc.

Communication Services
3.12K
+ 130.12%
$115.79 - $154.66 $361K - $482K
5.52K $720K
ODFL
Old Dominion Freight Line, Inc.

Industrials
3.34K
+ 25.5%
$161.13 - $209.29 $538K - $698K
16.4K $2.72M
WTW
Willis Towers Watson PLC

Financial Services
1.2K
New
$306.61 - $340.78 $369K - $410K
1.2K $406K
PMTS
Cpi Card Group Inc.

Financial Services
14.3K
+ 76.06%
$27.89 - $33.46 $400K - $479K
33.2K $967K
WFC
Wells Fargo & Company

Financial Services
4.21K
+ 6.37%
$66.78 - $81.42 $281K - $343K
70.3K $5.05M
UAL
United Airlines Holdings, Inc.

Industrials
5.69K
New
$69.05 - $110.52 $393K - $629K
5.69K $393K
MMM
3 M CO

Industrials
1.5K
+ 15.46%
$129.7 - $155.12 $194K - $232K
11.2K $1.64M
MHK
Mohawk Industries Inc

Consumer Cyclical
3.72K
+ 53.21%
$110.92 - $130.83 $412K - $486K
10.7K $1.22M
MCD
Mcdonalds Corp

Consumer Cyclical
275
+ 2.08%
$279.74 - $321.29 $76.9K - $88.4K
13.5K $4.22M
EZPW
Ezcorp Inc

Financial Services
26K
New
$11.82 - $15.0 $307K - $389K
26K $382K
G
Genpact LTD

Technology
7.58K
New
$42.88 - $55.54 $325K - $421K
7.58K $381K
LPX
Louisiana Pacific Corp

Industrials
4.95K
+ 67.05%
$89.37 - $118.15 $442K - $585K
12.3K $1.13M
CSGS
Csg Systems International Inc

Technology
6.11K
New
$49.81 - $66.73 $304K - $407K
6.11K $369K
NATH
Nathans Famous, Inc.

Consumer Cyclical
3.76K
New
$76.79 - $104.77 $289K - $394K
3.76K $362K
IDT
Idt Corp

Communication Services
5.87K
+ 38.16%
$45.68 - $52.65 $268K - $309K
21.3K $1.09M
FSV
First Service Corp

Real Estate
2.17K
New
$159.66 - $185.88 $347K - $404K
2.17K $360K
MPAA
Motorcar Parts America Inc

Consumer Cyclical
37.8K
New
$5.75 - $11.6 $217K - $438K
37.8K $358K
SNOW
Snowflake Inc.

Technology
2.43K
New
$146.16 - $192.78 $355K - $469K
2.43K $355K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
6.85K
+ 58.67%
$57.21 - $65.8 $392K - $451K
18.5K $1.08M
ALKS
Alkermes Plc.

Healthcare
10.5K
New
$28.08 - $36.0 $296K - $379K
10.5K $347K
BH
Biglari Holdings Inc.

Consumer Cyclical
1.85K
+ 131.48%
$208.0 - $257.76 $384K - $476K
3.25K $703K
CBT
Cabot Corp

Basic Materials
4.7K
+ 84.83%
$81.12 - $92.51 $381K - $435K
10.2K $851K
HSY
Hershey CO

Consumer Defensive
1.97K
New
$144.74 - $186.36 $285K - $366K
1.97K $336K
FNF
Fidelity National Financial, Inc.

Financial Services
5.09K
New
$54.25 - $65.27 $276K - $332K
5.09K $331K
VGT
Vanguard Information Technolog

ETFs
776
+ 62.28%
$542.38 - $646.34 $421K - $502K
2.02K $1.1M
VGSH
Vanguard

ETFs
5.39K
+ 38.02%
$58.07 - $58.69 $313K - $316K
19.6K $1.15M
WMB
Williams Companies, Inc.

Energy
4.27K
+ 37.12%
$54.02 - $61.09 $231K - $261K
15.8K $941K
CB
Chubb LTD

Financial Services
426
+ 5.78%
$257.71 - $301.99 $110K - $129K
7.79K $2.35M
FLS
Flowserve Corp

Industrials
6.51K
New
$46.47 - $64.75 $303K - $422K
6.51K $318K
SCHW
Schwab Charles Corp

Financial Services
3.09K
+ 17.58%
$71.24 - $83.64 $220K - $258K
20.7K $1.62M
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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