Ritholtz Wealth Management Purchases in Q2 2025

Ritholtz Wealth Management

  • $4.45 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
GPOR
Gulfport Energy Corp

Energy
2.08K
New
$158.62 - $206.57 $329K - $429K
2.08K $417K
SSP
E.W. Scripps CO

Communication Services
142K
New
$1.93 - $3.12 $274K - $443K
142K $417K
INVA
Innoviva, Inc.

Healthcare
13K
+ 17.01%
$17.1 - $21.8 $222K - $283K
89.4K $1.8M
INGR
Ingredion Inc

Consumer Defensive
2.97K
+ 15.6%
$123.22 - $140.95 $365K - $418K
22K $2.98M
DASH
Door Dash, Inc.

Communication Services
1.32K
+ 100.68%
$163.16 - $246.51 $216K - $326K
2.64K $650K
SANM
Sanmina Corp

Technology
2.18K
+ 24.37%
$67.3 - $98.07 $147K - $214K
11.1K $1.09M
VEU
Vanguard Ftse All World Ex Us

ETFs
362
+ 0.59%
$54.19 - $67.22 $19.6K - $24.3K
61.6K $4.14M
MDLZ
Mondelez International, Inc.

Consumer Defensive
6.23K
+ 15.21%
$63.54 - $68.5 $396K - $427K
47.2K $3.18M
WMB
Williams Companies, Inc.

Energy
5.61K
+ 35.59%
$54.33 - $62.87 $305K - $353K
21.4K $1.34M
CAE
Cae Inc

Industrials
4.01K
+ 6.65%
$21.06 - $29.27 $84.5K - $117K
64.3K $1.88M
WEYS
Weyco Group Inc

Consumer Cyclical
12K
New
$27.2 - $33.82 $327K - $406K
12K $398K
HSIC
Henry Schein Inc

Healthcare
5.42K
New
$62.7 - $73.66 $340K - $399K
5.42K $395K
TOST
Toast, Inc.

Technology
8.9K
New
$30.03 - $45.23 $267K - $402K
8.9K $394K
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
7.27K
+ 11.56%
$49.57 - $50.27 $361K - $366K
70.2K $3.53M
BH
Biglari Holdings Inc.

Consumer Cyclical
496
+ 15.26%
$202.02 - $294.43 $100K - $146K
3.75K $1.09M
CCRD
Core Card Corp

Technology
13.5K
New
$17.15 - $30.5 $231K - $410K
13.5K $389K
IEF
Ishares Barclays

ETFs
3.44K
+ 2.38%
$93.15 - $96.56 $320K - $332K
148K $14.2M
SSNC
Ss&C Technologies Holdings Inc

Technology
4.69K
+ 77.07%
$71.96 - $83.42 $338K - $391K
10.8K $892K
HLT
Hilton Worldwide Holdings Inc.

Consumer Cyclical
1.44K
New
$201.28 - $266.34 $289K - $383K
1.44K $382K
NTR
Nutrien Ltd.

Basic Materials
6.56K
New
$46.88 - $62.89 $308K - $413K
6.56K $382K
AMAT
Applied Materials Inc

Technology
34
+ 0.35%
$126.95 - $183.52 $4.32K - $6.24K
9.87K $1.81M
IUSV
Ishares Core S&P U.S. Value Et

ETFs
3.98K
New
$81.46 - $94.63 $324K - $376K
3.98K $376K
EMR
Emerson Electric CO

Industrials
562
+ 4.48%
$94.15 - $133.33 $52.9K - $74.9K
13.1K $1.75M
XLF
Financial Sector Spdr

ETFs
6.48K
+ 73.68%
$43.92 - $52.37 $285K - $340K
15.3K $800K
KFY
Korn Ferry

Industrials
3.97K
+ 29.3%
$59.48 - $74.54 $236K - $296K
17.5K $1.28M
LNN
Lindsay Corp

Industrials
2.52K
New
$116.32 - $144.25 $294K - $364K
2.52K $364K
PBA
Pembina Pipeline Corp

Energy
9.71K
New
$35.16 - $40.88 $342K - $397K
9.71K $364K
QCOM
Qualcomm Inc

Technology
1.56K
+ 7.61%
$124.66 - $159.48 $194K - $249K
22.1K $3.51M
MGY
Magnolia Oil & Gas Corp

Energy
16.2K
New
$19.6 - $25.72 $318K - $417K
16.2K $364K
DLTR
Dollar Tree, Inc.

Consumer Defensive
3.66K
New
$67.22 - $100.51 $246K - $368K
3.66K $362K
BSX
Boston Scientific Corp

Healthcare
1.23K
+ 3.49%
$89.7 - $107.41 $110K - $132K
36.3K $3.9M
GBTC
Grayscale Bitcoin Trust (Btc)

ETFs
1.6K
+ 14.29%
$60.61 - $87.72 $96.9K - $140K
12.8K $1.09M
REVG
Rev Group, Inc.

Industrials
7.43K
New
$28.82 - $47.59 $214K - $354K
7.43K $353K
BK
Bank Of New York Mellon Corp

Financial Services
1.54K
+ 5.28%
$73.31 - $91.62 $113K - $141K
30.7K $2.8M
IWO
Ishares Russell 2000 Gwt ETF

ETFs
1.22K
New
$224.16 - $285.86 $273K - $348K
1.22K $348K
VST
Vistra Corp.

Utilities
1.8K
New
$98.07 - $195.04 $177K - $351K
1.8K $348K
PLXS
Plexus Corp

Technology
2.44K
+ 109.82%
$110.95 - $136.15 $271K - $332K
4.66K $630K
OFS
Ofs Capital Corp

Financial Services
41.1K
New
$8.15 - $9.48 $335K - $390K
41.1K $346K
GVA
Granite Construction Inc

Industrials
3.67K
New
$71.89 - $93.51 $264K - $343K
3.67K $342K
XLC
Select Sector Spdr Tr Communic

ETFs
3.15K
New
$86.13 - $108.53 $271K - $342K
3.15K $341K
HWM
Howmet Aerospace Inc.

Industrials
1.83K
New
$112.33 - $186.13 $205K - $340K
1.83K $340K
SCHA
Schwab Strategic Tr Us Small C

ETFs
13.4K
New
$20.42 - $25.3 $273K - $339K
13.4K $338K
LNG
Cheniere Energy, Inc.

Energy
1.38K
New
$197.25 - $244.33 $272K - $336K
1.38K $335K
AXON
Axon Enterprise, Inc.

Industrials
145
+ 20.66%
$497.13 - $827.94 $72.1K - $120K
847 $701K
MSB
Mesabi Trust

Basic Materials
13.7K
New
$22.73 - $28.99 $312K - $398K
13.7K $329K
AVAV
Aero Vironment Inc

Industrials
1.16K
New
$111.65 - $284.95 $129K - $330K
1.16K $329K
GWRE
Guidewire Software, Inc.

Technology
1.38K
New
$172.73 - $257.37 $239K - $355K
1.38K $325K
CME
Cme Group Inc.

Financial Services
1K
+ 22.56%
$252.37 - $290.71 $253K - $292K
5.46K $1.5M
SNN
Smith & Nephew PLC

Healthcare
10.5K
New
$24.97 - $30.63 $263K - $322K
10.5K $322K
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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