Ritholtz Wealth Management Purchases in Q2 2025

Ritholtz Wealth Management

  • $4.45 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
SYK
Stryker Corp

Healthcare
1.2K
+ 21.36%
$337.37 - $395.63 $403K - $473K
6.79K $2.69M
SPGI
S&P Global Inc.

Financial Services
842
+ 10.06%
$438.31 - $527.29 $369K - $444K
9.21K $4.86M
KO
Coca Cola CO

Consumer Defensive
9.5K
+ 11.72%
$68.37 - $73.9 $650K - $702K
90.6K $6.41M
IMO
Imperial Oil LTD

Energy
1.7K
+ 2.6%
$60.22 - $81.91 $102K - $139K
66.9K $5.32M
CAR
Avis Budget Group, Inc.

Industrials
3.54K
New
$62.86 - $179.3 $223K - $635K
3.54K $599K
SONY
Sony Group Corp

Technology
17.8K
+ 9.19%
$21.24 - $26.88 $378K - $479K
212K $5.51M
SCHW
Schwab Charles Corp

Financial Services
3.41K
+ 16.5%
$69.06 - $91.24 $235K - $311K
24.1K $2.2M
CMT
Core Molding Technologies Inc

Basic Materials
34.8K
New
$14.11 - $17.16 $491K - $597K
34.8K $577K
ADP
Automatic Data Processing Inc

Industrials
1.64K
+ 7.08%
$276.76 - $326.81 $453K - $535K
24.7K $7.63M
KRT
Karat Packaging Inc.

Consumer Cyclical
19.1K
+ 95.12%
$23.78 - $31.98 $454K - $611K
39.2K $1.1M
NGD
New Gold Inc.

Basic Materials
106K
+ 340.27%
$2.98 - $4.95 $317K - $527K
138K $681K
BR
Broadridge Financial Solutions, Inc.

Technology
2.3K
+ 153.77%
$217.22 - $246.25 $500K - $567K
3.8K $923K
AMT
American Tower Corp

Real Estate
2.16K
+ 9.3%
$203.96 - $228.19 $440K - $492K
25.3K $5.6M
CBRE
Cbre Group, Inc.

Real Estate
3.02K
+ 23.19%
$113.94 - $140.12 $344K - $423K
16K $2.25M
R
Ryder System Inc

Industrials
3.42K
New
$130.14 - $160.88 $445K - $550K
3.42K $543K
RSG
Republic Services, Inc.

Industrials
2.06K
+ 26.94%
$227.2 - $258.07 $468K - $532K
9.71K $2.39M
TRV
Travelers Companies, Inc.

Financial Services
1.61K
+ 4.46%
$233.83 - $276.34 $376K - $444K
37.6K $10.1M
BX
Blackstone Inc.

Financial Services
2.81K
+ 23.45%
$120.07 - $151.11 $337K - $425K
14.8K $2.21M
HUM
Humana Inc

Healthcare
2.2K
New
$224.93 - $295.04 $495K - $649K
2.2K $537K
EZPW
Ezcorp Inc

Financial Services
40.2K
+ 154.85%
$12.97 - $16.38 $521K - $658K
66.1K $918K
HMC
Honda Motor CO LTD

Consumer Cyclical
14.9K
+ 24.02%
$25.0 - $30.93 $372K - $461K
76.9K $2.22M
EBMT
Eagle Bancorp Montana, Inc.

Financial Services
32.3K
+ 90.26%
$15.38 - $18.23 $497K - $589K
68.1K $1.13M
BBCP
Concrete Pumping Holdings, Inc.

Industrials
76.8K
+ 84.55%
$5.21 - $7.3 $400K - $561K
168K $1.03M
BA
Boeing CO

Industrials
684
+ 6.8%
$136.59 - $217.51 $93.4K - $149K
10.7K $2.25M
RYAAY
Ryanair Holdings PLC

Industrials
7.88K
+ 155.24%
$39.21 - $57.84 $309K - $456K
13K $747K
CEG
Constellation Energy Corp

Utilities
926
+ 48.48%
$170.96 - $322.76 $158K - $299K
2.84K $915K
TT
Trane Technologies PLC

Industrials
845
+ 56.6%
$315.21 - $437.41 $266K - $370K
2.34K $1.02M
IWF
Ishares Russell 1000 Gr ETF

ETFs
832
+ 32.34%
$320.42 - $424.58 $267K - $353K
3.41K $1.45M
TJX
Tjx Companies Inc

Consumer Cyclical
3.92K
+ 20.48%
$119.13 - $135.03 $466K - $529K
23K $2.84M
GM
General Motors CO

Consumer Cyclical
9.25K
+ 33.74%
$42.48 - $50.46 $393K - $467K
36.7K $1.8M
CVNA
Carvana Co.

Consumer Cyclical
1.5K
New
$162.57 - $345.64 $244K - $518K
1.5K $505K
SCHC
Schwab Strategic Tr Intl Small

ETFs
11.8K
New
$32.41 - $42.59 $381K - $501K
11.8K $501K
HURN
Huron Consulting Group Inc.

Industrials
3.63K
New
$132.14 - $153.61 $479K - $557K
3.63K $498K
RGR
Sturm Ruger & CO Inc

Industrials
11.9K
New
N/A
11.9K $492K
STM
St Microelectronics N.V.

Technology
16.2K
New
$17.78 - $30.41 $287K - $492K
16.2K $491K
MA
Mastercard Inc

Financial Services
392
+ 2.02%
$479.92 - $590.74 $188K - $232K
19.8K $11.1M
IUSG
Ishares Core S&P U.S Growth Et

ETFs
3.24K
New
$113.67 - $150.4 $369K - $488K
3.24K $487K
ACU
Acme United Corp

Consumer Defensive
11.5K
New
$36.25 - $42.4 $417K - $488K
11.5K $477K
DHI
Horton D R Inc

Consumer Cyclical
3.64K
+ 171.52%
$115.1 - $129.63 $419K - $472K
5.77K $743K
CACI
Caci International Inc

Technology
1.1K
+ 29.23%
N/A
4.86K $2.08M
HDB
Hdfc Bank LTD

Financial Services
5.08K
+ 65.82%
$63.78 - $77.48 $324K - $393K
12.8K $980K
RSP
Invesco S&P 500 Equal Weight E

ETFs
2.42K
+ 70.39%
$152.93 - $181.74 $369K - $439K
5.85K $1.06M
SYNL
Synalloy Corp
31.7K
New
N/A
31.7K $459K
SSIC
Silver Spike Investment Corp.

Healthcare
34.9K
New
N/A
34.9K $451K
ICE
Intercontinental Exchange, Inc.

Financial Services
1.93K
+ 24.27%
$151.62 - $183.47 $293K - $354K
9.88K $1.81M
TG
Tredegar Corp

Industrials
44.2K
+ 112.85%
$6.61 - $8.83 $292K - $390K
83.4K $734K
AOA
Ishares Tr Core Aggressive All

ETFs
1.58K
+ 3.71%
$69.46 - $83.4 $110K - $132K
44.3K $3.7M
FOXA
Fox Corp

Communication Services
7.85K
+ 30.71%
$47.21 - $57.04 $371K - $448K
33.4K $1.87M
ITRN
Ituran Location & Control Ltd.

Technology
10.3K
+ 119.7%
$31.71 - $39.25 $327K - $404K
18.9K $732K
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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