Ritholtz Wealth Management Purchases in Q2 2025

Ritholtz Wealth Management

  • $4.45 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
KKR
Kkr & Co. Inc.

Financial Services
1.83K
+ 41.66%
$92.79 - $134.29 $170K - $246K
6.24K $829K
ALSN
Allison Transmission Holdings Inc

Consumer Cyclical
3.55K
+ 14.43%
$84.41 - $106.28 $300K - $377K
28.2K $2.67M
DHR
Danaher Corp

Healthcare
1.86K
+ 28.72%
$174.64 - $205.16 $324K - $381K
8.33K $1.64M
ORLA
Orla Mining Ltd.

Basic Materials
30.6K
+ 173.97%
$8.21 - $12.35 $251K - $378K
48.2K $482K
WNEB
Western New England Bancorp, Inc.

Financial Services
34.3K
+ 332.2%
$7.84 - $9.64 $269K - $330K
44.6K $411K
RS
Reliance Steel & Aluminum CO

Basic Materials
658
+ 15.97%
$262.08 - $316.81 $172K - $208K
4.78K $1.5M
CIEN
Ciena Corp

Technology
3.77K
New
$53.5 - $83.89 $201K - $316K
3.77K $306K
MCO
Moodys Corp

Financial Services
433
+ 17.66%
$396.7 - $501.59 $172K - $217K
2.89K $1.45M
ISSC
Innovative Solutions & Support Inc

Industrials
22K
New
$5.6 - $14.27 $123K - $314K
22K $305K
AZN
Astrazeneca PLC

Healthcare
8.22K
+ 10.88%
$64.87 - $75.0 $533K - $616K
83.7K $5.85M
MAA
Mid America Apartment Communities Inc.

Real Estate
2.01K
New
$145.91 - $168.0 $294K - $338K
2.01K $297K
LPX
Louisiana Pacific Corp

Industrials
4.32K
+ 35.06%
$81.16 - $95.48 $351K - $413K
16.7K $1.43M
CDNS
Cadence Design Systems Inc

Technology
481
+ 17.35%
$231.64 - $323.08 $111K - $155K
3.25K $1M
NTRA
Natera, Inc.

Healthcare
1.75K
New
$132.23 - $171.87 $232K - $301K
1.75K $296K
EVRG
Evergy, Inc.

Utilities
4.25K
New
$64.06 - $69.64 $272K - $296K
4.25K $292K
DTM
Dt Midstream, Inc.

Energy
2.66K
New
$87.23 - $109.91 $232K - $292K
2.66K $292K
FLEX
Flex Ltd.

Technology
1.87K
+ 15.87%
$26.68 - $50.09 $49.8K - $93.6K
13.6K $680K
E
Eni Spa

Energy
8.34K
+ 64.81%
$25.19 - $32.93 $210K - $275K
21.2K $687K
SAMG
Silvercrest Asset Management Group Inc.

Financial Services
18.2K
New
$14.06 - $16.54 $256K - $301K
18.2K $288K
USFD
Us Foods Holding Corp.

Consumer Defensive
3.18K
+ 88.13%
$60.47 - $79.12 $192K - $251K
6.78K $522K
RCL
Royal Caribbean Cruises LTD

Consumer Cyclical
916
New
$177.93 - $313.14 $163K - $287K
916 $286K
AFRM
Affirm Holdings, Inc.

Technology
4.11K
New
$35.75 - $69.14 $147K - $284K
4.11K $284K
FLS
Flowserve Corp

Industrials
4.98K
+ 76.44%
$39.49 - $53.64 $197K - $267K
11.5K $601K
EQX
Equinox Gold Corp.

Basic Materials
49K
New
$5.68 - $7.31 $278K - $358K
49K $281K
CVS
Cvs Health Corp

Healthcare
3.86K
+ 35.03%
$60.04 - $70.18 $232K - $271K
14.9K $1.03M
FDS
Factset Research Systems Inc

Financial Services
627
New
$398.85 - $473.32 $250K - $297K
627 $280K
SO
Southern CO

Utilities
3.07K
+ 18.06%
$84.91 - $92.56 $260K - $284K
20K $1.84M
NOC
Northrop Grumman Corp

Industrials
601
+ 33.5%
$456.3 - $540.39 $274K - $325K
2.4K $1.2M
NATH
Nathans Famous, Inc.

Consumer Cyclical
2.03K
+ 53.88%
$90.55 - $115.66 $184K - $235K
5.79K $640K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
3.37K
+ 18.17%
$51.16 - $62.02 $172K - $209K
21.9K $1.36M
GFI
Gold Fields LTD

Basic Materials
9.96K
+ 38.43%
$19.94 - $25.71 $199K - $256K
35.9K $848K
ADSK
Autodesk, Inc.

Technology
1.13K
New
N/A
1.13K $276K
NTES
Net Ease, Inc.

Communication Services
1.24K
+ 35.79%
$91.37 - $134.58 $113K - $167K
4.7K $632K
ADBE
Adobe Inc.

Technology
562
+ 3.39%
$340.0 - $420.68 $191K - $236K
17.1K $6.62M
LZB
La Z Boy Inc

Consumer Cyclical
7.28K
New
$35.67 - $44.28 $260K - $322K
7.28K $270K
PSO
Pearson PLC

Communication Services
17.8K
New
$14.41 - $16.64 $256K - $296K
17.8K $265K
GDX
Vaneck ETF Tr Gold Miners ETF

ETFs
5.09K
New
$41.45 - $54.46 $211K - $277K
5.09K $264K
VGT
Vanguard Information Technolog

ETFs
30
+ 1.48%
$470.37 - $663.28 $14.1K - $19.9K
2.05K $1.36M
ROK
Rockwell Automation, Inc

Industrials
791
New
$218.97 - $332.17 $173K - $263K
791 $262K
XPO
Xpo Logistics, Inc.

Industrials
2.06K
New
$91.46 - $128.1 $188K - $264K
2.06K $260K
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
5.31K
New
$48.13 - $49.85 $256K - $265K
5.31K $260K
GIB
Cgi Inc

Technology
1.38K
+ 6.06%
$96.47 - $109.59 $133K - $151K
24.2K $2.53M
ALG
Alamo Group Inc

Industrials
1.19K
New
$158.47 - $219.45 $188K - $261K
1.19K $259K
IJK
Ishares S&P Midcap 400 Growth

ETFs
2.8K
New
$73.7 - $90.98 $207K - $255K
2.8K $255K
JCI
Johnson Controls International PLC

Industrials
1.15K
+ 22.03%
$71.14 - $105.62 $81.7K - $121K
6.36K $671K
SJNK
Spdr Bloomberg Short Term High

ETFs
9.95K
New
$24.12 - $25.48 $240K - $253K
9.95K $253K
AVUV
American Centy ETF Tr Avantis

ETFs
2.72K
New
$75.17 - $91.21 $204K - $248K
2.72K $247K
CRCT
Cricut, Inc.

Technology
36.4K
New
$4.11 - $6.77 $150K - $246K
36.4K $246K
FSV
First Service Corp

Real Estate
1.28K
+ 59.12%
$158.93 - $179.74 $204K - $231K
3.46K $603K
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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