Ritholtz Wealth Management Purchases in Q2 2025

Ritholtz Wealth Management

  • $4.45 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
LYV
Live Nation Entertainment, Inc.

Communication Services
838
+ 15.19%
$118.81 - $151.28 $99.6K - $127K
6.35K $961K
IAU
Ishares Gold Trust

ETFs
3.86K
New
$56.1 - $64.74 $216K - $250K
3.86K $240K
VTWO
Vanguard Russell 2000 ETF

ETFs
2.72K
New
$70.56 - $87.22 $192K - $237K
2.72K $237K
IBN
Icici Bank LTD

Financial Services
4.13K
+ 8.98%
$30.16 - $34.39 $125K - $142K
50.2K $1.69M
D
Dominion Energy, Inc

Utilities
4.18K
New
$49.66 - $58.0 $208K - $243K
4.18K $236K
CASY
Caseys General Stores Inc

Consumer Cyclical
222
+ 13.87%
$415.82 - $510.91 $92.3K - $113K
1.82K $930K
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
4.82K
New
$45.07 - $52.57 $217K - $253K
4.82K $235K
LYB
Lyondell Basell Industries N.V.

Basic Materials
5.8K
+ 71.37%
$53.23 - $70.65 $308K - $409K
13.9K $805K
BSET
Bassett Furniture Industries Inc

Consumer Cyclical
15.4K
New
$14.4 - $18.8 $222K - $290K
15.4K $234K
URI
United Rentals, Inc.

Industrials
37
+ 2.29%
$551.94 - $753.4 $20.4K - $27.9K
1.66K $1.25M
VGK
Vanguard Ftse Europe ETF Ftse

ETFs
72
+ 0.21%
$62.73 - $78.42 $4.52K - $5.65K
34.6K $2.68M
FEIM
Frequency Electronics Inc

Technology
10.2K
New
$15.06 - $23.24 $154K - $237K
10.2K $231K
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
2.38K
+ 34.21%
$60.34 - $74.89 $144K - $179K
9.35K $700K
MT
Arcelor Mittal

Basic Materials
6.35K
+ 62.77%
$23.47 - $31.65 $149K - $201K
16.5K $520K
XLI
Industrial Sector Spdr

ETFs
1.23K
+ 45.44%
$116.42 - $147.52 $143K - $182K
3.94K $581K
EQL
Alps ETF Tr Equal Sector Weigh

ETFs
3.88K
+ 200.0%
$37.36 - $43.85 $145K - $170K
5.81K $254K
PUK
Prudential PLC

Financial Services
9.04K
New
$18.03 - $25.49 $163K - $231K
9.04K $226K
WELL
Welltower Inc.

Real Estate
1.44K
+ 26.21%
$136.49 - $155.22 $197K - $224K
6.93K $1.07M
DHT
Dht Holdings, Inc.

Energy
20.6K
New
$9.45 - $12.15 $195K - $251K
20.6K $223K
FTEC
Fidelity Covington Tr Msci Inf

ETFs
1.13K
New
$139.8 - $197.22 $157K - $222K
1.13K $221K
AER
Aer Cap Holdings N.V.

Industrials
389
+ 3.33%
$88.97 - $117.24 $34.6K - $45.6K
12.1K $1.41M
CTSH
Cognizant Technology Solutions Corp

Technology
2.58K
+ 24.52%
$66.47 - $81.81 $172K - $211K
13.1K $1.02M
RUSHA
Rush Enterprises Inc Tx

Consumer Cyclical
4.28K
+ 96.62%
$47.79 - $56.03 $205K - $240K
8.72K $449K
HLN
Haleon PLC

Healthcare
20.2K
+ 43.91%
$9.27 - $11.41 $187K - $231K
66.2K $686K
VRSK
Verisk Analytics, Inc.

Industrials
545
+ 19.37%
$277.03 - $321.33 $151K - $175K
3.36K $1.05M
CB
Chubb LTD

Financial Services
1.05K
+ 13.44%
$274.32 - $302.46 $287K - $317K
8.84K $2.56M
IWB
Ishares Tr Russell 1000 ETF

ETFs
483
+ 39.01%
$272.36 - $339.57 $132K - $164K
1.72K $584K
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
2.54K
+ 31.58%
$77.94 - $79.5 $198K - $202K
10.6K $841K
CAG
Conagra Brands Inc.

Consumer Defensive
10K
New
$20.4 - $26.78 $204K - $268K
10K $205K
UGP
Ultrapar Holdings Inc

Energy
56.4K
+ 56.65%
$2.76 - $3.28 $156K - $185K
156K $511K
ALLE
Allegion PLC

Industrials
1.42K
New
$118.52 - $145.64 $168K - $206K
1.42K $204K
ALLY
Ally Financial Inc.

Financial Services
5.23K
New
$30.09 - $38.95 $157K - $204K
5.23K $203K
VFH
Vanguard Financial ETF

ETFs
1.6K
New
$104.87 - $127.3 $167K - $203K
1.6K $203K
FAST
Fastenal CO

Industrials
24.7K
+ 105.26%
$40.65 - $83.16 $1M - $2.05M
48.2K $2.02M
CYBR
Cyber Ark Software Ltd.

Technology
497
New
$305.98 - $406.88 $152K - $202K
497 $202K
EW
Edwards Lifesciences Corp

Healthcare
2.59K
New
$67.07 - $78.22 $174K - $203K
2.59K $202K
AVDE
American Centy ETF Tr Avantis

ETFs
2.74K
New
$59.32 - $74.36 $162K - $204K
2.74K $202K
SAND
Sandstorm Gold LTD

Basic Materials
21.4K
New
$6.82 - $9.53 $146K - $204K
21.4K $201K
VCIT
Vanguard Intermediate Term Cor

ETFs
2.42K
New
$79.56 - $82.92 $192K - $200K
2.42K $200K
CRS
Carpenter Technology Corp

Industrials
726
New
$151.3 - $276.38 $110K - $201K
726 $200K
CI
Cigna Corp

Healthcare
580
+ 12.72%
$301.89 - $340.04 $175K - $197K
5.14K $1.7M
CMPO
Compo Secure, Inc.

Industrials
4.69K
+ 11.48%
$9.65 - $14.46 $45.2K - $67.7K
45.5K $641K
NSC
Norfolk Southern Corp

Industrials
273
+ 4.13%
$206.34 - $257.46 $56.3K - $70.3K
6.89K $1.76M
EE
Excelerate Energy, Inc.

Utilities
6.05K
+ 20.35%
$24.7 - $31.83 $150K - $193K
35.8K $1.05M
PHG
Koninklijke Philips Nv

Healthcare
8.65K
+ 97.46%
$21.67 - $25.64 $187K - $222K
17.5K $420K
EGAN
Egain Corp

Technology
31.1K
New
$4.5 - $6.59 $140K - $205K
31.1K $194K
INFY
Infosys LTD

Technology
9.87K
+ 25.28%
$16.14 - $18.75 $159K - $185K
48.9K $905K
SE
Sea LTD

Consumer Cyclical
16
+ 0.25%
$105.57 - $170.4 $1.69K - $2.73K
6.46K $1.03M
FRD
Friedman Industries Inc

Basic Materials
10.3K
+ 92.29%
$13.71 - $17.55 $141K - $180K
21.4K $353K
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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