Ritholtz Wealth Management Purchases in Q1 2025

Ritholtz Wealth Management

  • $3.29 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
NTRS
Northern Trust Corp

Financial Services
3.58K
+ 38.29%
$96.09 - $113.81 $344K - $407K
12.9K $1.28M
DCGO
Doc Go Inc.

Healthcare
120K
New
$2.64 - $5.6 $316K - $671K
120K $316K
APOG
Apogee Enterprises, Inc.

Industrials
18.8K
+ 84.89%
$46.23 - $71.9 $867K - $1.35M
40.9K $1.89M
ITRN
Ituran Location & Control Ltd.

Technology
8.61K
New
$31.47 - $43.91 $271K - $378K
8.61K $311K
CZWI
Citizens Community Bancorp Inc.

Financial Services
23.5K
+ 159.36%
$13.78 - $16.29 $323K - $382K
38.2K $548K
ESCA
Escalade Inc

Consumer Cyclical
19.9K
New
$14.29 - $15.85 $285K - $316K
19.9K $304K
UHS
Universal Health Services Inc

Healthcare
1.32K
+ 20.48%
$163.99 - $193.27 $217K - $255K
7.77K $1.46M
PAA
Plains All American Pipeline LP

Energy
15.1K
New
$17.32 - $20.96 $262K - $316K
15.1K $302K
TW
Tradeweb Markets Inc.

Financial Services
2.04K
New
$123.42 - $148.46 $252K - $303K
2.04K $302K
CRWD
Crowd Strike Holdings, Inc.

Technology
736
+ 23.83%
$308.86 - $455.36 $227K - $335K
3.82K $1.35M
MAPS
Wm Technology, Inc.

Technology
254K
New
$1.13 - $1.48 $287K - $376K
254K $287K
PLXS
Plexus Corp

Technology
2.22K
New
$120.51 - $170.49 $268K - $379K
2.22K $284K
AER
Aer Cap Holdings N.V.

Industrials
2.16K
+ 22.7%
$94.11 - $105.78 $203K - $228K
11.7K $1.19M
TTE
Total Energies Se

Energy
4.11K
+ 6.95%
N/A
63.3K $4.34M
INGR
Ingredion Inc

Consumer Defensive
2.37K
+ 14.24%
$125.6 - $137.36 $298K - $325K
19K $2.57M
NOC
Northrop Grumman Corp

Industrials
430
+ 31.52%
$433.45 - $513.82 $186K - $221K
1.79K $918K
LDOS
Leidos Holdings, Inc.

Technology
2.56K
+ 32.67%
$126.82 - $161.11 $325K - $413K
10.4K $1.4M
VCTR
Victory Capital Holdings, Inc.

Financial Services
5.67K
+ 81.42%
$55.84 - $70.58 $316K - $400K
12.6K $730K
EE
Excelerate Energy, Inc.

Utilities
10.6K
+ 55.14%
$27.92 - $32.38 $295K - $342K
29.8K $853K
UDR
Udr, Inc.

Real Estate
6.06K
New
$40.09 - $46.04 $243K - $279K
6.06K $273K
TPR
Tapestry, Inc.

Consumer Cyclical
2.95K
+ 23.29%
$65.63 - $89.21 $194K - $263K
15.6K $1.1M
QCOM
Qualcomm Inc

Technology
1.77K
+ 9.44%
$151.94 - $175.86 $269K - $311K
20.5K $3.15M
PH
Parker Hannifin Corp

Industrials
513
+ 33.88%
$591.65 - $707.05 $304K - $363K
2.03K $1.23M
EFV
Msci Eafe Value ETF

ETFs
4.59K
New
$51.88 - $60.73 $238K - $278K
4.59K $270K
CBL
Cbl & Associates Properties Inc

Real Estate
10.2K
New
$26.43 - $33.02 $269K - $336K
10.2K $270K
PYPL
Pay Pal Holdings, Inc.

Financial Services
7.49K
+ 67.34%
$65.15 - $91.81 $488K - $688K
18.6K $1.21M
ZTS
Zoetis Inc.

Healthcare
1.4K
+ 7.12%
$156.48 - $175.67 $219K - $246K
21.1K $3.47M
KIM
Kimco Realty Corp

Real Estate
12.4K
New
$20.15 - $23.42 $250K - $290K
12.4K $263K
AEP
American Electric Power CO Inc

Utilities
2.4K
New
$90.32 - $109.27 $216K - $262K
2.4K $261K
INTU
Intuit Inc

Technology
517
+ 12.98%
$555.63 - $630.23 $287K - $326K
4.5K $2.76M
GD
General Dynamics Corp

Industrials
586
+ 5.46%
$241.94 - $272.58 $142K - $160K
11.3K $3.09M
SLGN
Silgan Holdings Inc

Consumer Cyclical
5.24K
+ 43.99%
$48.82 - $56.15 $256K - $294K
17.1K $876K
CACI
Caci International Inc

Technology
601
+ 19.04%
N/A
3.76K $1.61M
BRO
Brown & Brown, Inc.

Financial Services
2.05K
New
$100.54 - $124.4 $206K - $255K
2.05K $255K
YUMC
Yum China Holdings, Inc.

Consumer Cyclical
4.86K
New
$42.3 - $53.69 $206K - $261K
4.86K $253K
TMO
Thermo Fisher Scientific Inc.

Healthcare
702
+ 15.86%
$497.6 - $606.74 $349K - $426K
5.13K $2.55M
MET
Metlife Inc

Financial Services
3.2K
+ 52.09%
$77.7 - $87.0 $249K - $279K
9.36K $751K
AFL
Aflac Inc

Financial Services
348
+ 1.3%
$100.99 - $111.19 $35.1K - $38.7K
27.1K $3.02M
THC
Tenet Healthcare Corp

Healthcare
800
+ 4.83%
$119.51 - $144.98 $95.6K - $116K
17.4K $2.34M
CSL
Carlisle Companies Inc

Industrials
829
+ 63.62%
$326.43 - $408.24 $271K - $338K
2.13K $725K
FAST
Fastenal CO

Industrials
1.57K
+ 7.19%
$71.11 - $79.98 $112K - $126K
23.5K $1.82M
CME
Cme Group Inc.

Financial Services
416
+ 10.31%
$225.82 - $266.54 $93.9K - $111K
4.45K $1.18M
EQH
Equitable Holdings, Inc.

Financial Services
1.94K
+ 6.72%
$47.64 - $55.68 $92.3K - $108K
30.8K $1.6M
DASH
Door Dash, Inc.

Communication Services
1.31K
New
$168.37 - $213.38 $221K - $280K
1.31K $240K
PKI
Perkinelmer Inc

Healthcare
1.98K
New
N/A
1.98K $239K
AON
Aon PLC

Financial Services
420
+ 23.76%
$348.44 - $409.32 $146K - $172K
2.19K $873K
IWR
Ishares Russell Mid Cap ETF

ETFs
2.8K
New
$82.81 - $92.93 $232K - $260K
2.8K $238K
AIZ
Assurant, Inc.

Financial Services
1.2K
+ 29.61%
$198.92 - $218.67 $239K - $262K
5.25K $1.1M
TASK
Task Us, Inc.

Technology
17.3K
New
$12.9 - $17.21 $224K - $299K
17.3K $236K
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
Track This Portfolio

Track Ritholtz Wealth Management Portfolio

Follow Ritholtz Wealth Management and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Ritholtz Wealth Management, based on Form 13F filings with the SEC.

News

Stay updated on Ritholtz Wealth Management with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email