Ritholtz Wealth Management Incresed Positions in Q2 2025

Ritholtz Wealth Management

  • $4.45 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
QQQ
Invesco Qqq Trust, Series 1

ETFs
323K
+ 542.29%
$416.06 - $551.64 $134M - $178M
383K $211M
IVV
Ishares Core S&P 500 ETF

ETFs
179K
+ 50.29%
$498.8 - $620.9 $89.1M - $111M
534K $332M
VTI
Vanguard Total Stock Market Et

ETFs
245K
+ 23.06%
$243.75 - $303.93 $59.8M - $74.6M
1.31M $398M
SPY
Spdr S&P 500 ETF Trust

ETFs
149K
+ 390.31%
$496.48 - $617.85 $73.7M - $91.8M
187K $115M
FBND
Fidelity Merrimack Str Tr Tota

ETFs
1.41M
+ 64.27%
$44.68 - $45.96 $63.1M - $64.9M
3.61M $165M
IEFA
Ishares Tr

ETFs
426K
+ 52.96%
$67.83 - $84.09 $28.9M - $35.8M
1.23M $103M
NVDA
Nvidia Corp

Technology
77.2K
+ 14.69%
$94.31 - $157.99 $7.28M - $12.2M
603K $95.3M
VFMO
Vanguard Wellington Fd U S Mom

ETFs
118K
+ 24.56%
$134.25 - $172.52 $15.8M - $20.3M
598K $103M
MSFT
Microsoft Corp

Technology
13.9K
+ 9.01%
$354.56 - $497.45 $4.95M - $6.94M
169K $83.9M
DFSV
Dimensional ETF Tr Dimensional

ETFs
759K
+ 30.95%
$24.21 - $29.47 $18.4M - $22.4M
3.21M $94.5M
IMTM
Ishares Msci Intl Momentum Fac

ETFs
270K
+ 22.52%
$36.01 - $45.69 $9.72M - $12.3M
1.47M $67.1M
DISV
Dimensional ETF Tr Dimensional

ETFs
385K
+ 23.35%
$25.93 - $32.91 $9.97M - $12.7M
2.03M $66.9M
IEMG
Ishares Inc

ETFs
343K
+ 68.39%
N/A
843K $45.2M
BND
Vanguard Bd Index Fd Inc Total

ETFs
244K
+ 17.22%
$72.02 - $73.82 $17.5M - $18M
1.66M $122M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
100K
+ 242.93%
$90.56 - $109.49 $9.09M - $11M
142K $15.5M
AMZN
Amazon Com Inc

Consumer Cyclical
18.6K
+ 8.94%
$167.32 - $223.3 $3.11M - $4.16M
227K $49.8M
DFEV
Dimensional ETF Tr Emerging Mk

ETFs
239K
+ 23.74%
$23.66 - $29.99 $5.66M - $7.18M
1.25M $37.4M
AVGO
Broadcom Inc.

Technology
3.86K
+ 4.71%
$146.29 - $275.65 $565K - $1.06M
85.8K $23.6M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
68.9K
+ 6.87%
$96.84 - $99.46 $6.68M - $6.86M
1.07M $106M
META
Meta Platforms, Inc.

Communication Services
2.8K
+ 8.65%
$484.66 - $738.09 $1.36M - $2.07M
35.2K $26M
ORCL
Oracle Corp

Technology
2.79K
+ 3.89%
$122.82 - $218.63 $343K - $611K
74.7K $16.3M
TSLA
Tesla, Inc.

Consumer Cyclical
11.6K
+ 29.87%
$221.86 - $362.89 $2.56M - $4.19M
50.2K $16M
JPM
Jpmorgan Chase & CO

Financial Services
8.26K
+ 10.46%
$210.28 - $289.91 $1.74M - $2.39M
87.2K $25.3M
IWD
Ishares Russell 1000 Val ETF

ETFs
28.9K
+ 195.16%
$166.82 - $194.23 $4.83M - $5.62M
43.8K $8.5M
FNDF
Schwab Fundamental Intl Large

ETFs
137K
+ 1254.09%
$32.25 - $40.02 $4.42M - $5.49M
148K $5.92M
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
73.9K
+ 1344.18%
$57.14 - $72.68 $4.22M - $5.37M
79.4K $5.77M
VEA
Vanguard Ftse Developed Market

ETFs
73.6K
+ 41.81%
$45.65 - $57.01 $3.36M - $4.2M
250K $14.2M
PM
Philip Morris International Inc.

Consumer Defensive
19.5K
+ 31.72%
$149.23 - $184.95 $2.91M - $3.61M
81K $14.8M
NFLX
Netflix Inc

Communication Services
1.4K
+ 19.09%
$855.86 - $1339.13 $1.2M - $1.88M
8.75K $11.7M
GOOGL
Alphabet Inc.

Communication Services
8.74K
+ 6.73%
$144.7 - $178.6 $1.26M - $1.56M
139K $24.4M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
1K
+ 1.51%
$141.37 - $228.57 $142K - $229K
67.5K $15.3M
CIVB
Civista Bancshares, Inc.

Financial Services
176K
+ 377.84%
$18.44 - $23.76 $3.24M - $4.17M
222K $5.15M
WMT
Walmart Inc.

Consumer Defensive
17.7K
+ 8.78%
$81.79 - $99.98 $1.45M - $1.77M
220K $21.5M
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
30.9K
+ 68.42%
$116.93 - $119.39 $3.61M - $3.68M
75.9K $9.04M
GOOG
Alphabet Inc.

Communication Services
6.81K
+ 6.12%
$146.58 - $180.01 $998K - $1.23M
118K $20.9M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
132K
+ 189.24%
$19.1 - $23.83 $2.53M - $3.15M
202K $4.82M
IVE
Ishares S&P 500 Value ETF

ETFs
16K
+ 464.02%
$168.34 - $195.42 $2.69M - $3.12M
19.4K $3.79M
GWW
W.W. Grainger, Inc.

Industrials
2.91K
+ 486.96%
$919.93 - $1101.66 $2.68M - $3.21M
3.51K $3.65M
LQD
Ishares Iboxx $ Investment Gra

ETFs
24.1K
+ 9.05%
$105.23 - $109.61 $2.54M - $2.64M
291K $31.9M
SHYG
Ishares 0 5 Year High Yield CO

ETFs
67.6K
+ 196.72%
$40.82 - $43.14 $2.76M - $2.92M
102K $4.4M
TPR
Tapestry, Inc.

Consumer Cyclical
29.4K
+ 187.91%
$60.6 - $87.81 $1.78M - $2.58M
45K $3.95M
PINC
Premier, Inc.

Healthcare
122K
+ 255.76%
$18.94 - $23.3 $2.3M - $2.84M
169K $3.71M
PLTR
Palantir Technologies Inc.

Technology
11.7K
+ 55.95%
$74.01 - $144.25 $869K - $1.69M
32.7K $4.46M
C
Citigroup Inc

Financial Services
19.6K
+ 27.69%
$58.13 - $85.12 $1.14M - $1.67M
90.5K $7.7M
VB
Vanguard Small Cap ETF

ETFs
10.4K
+ 116.38%
$193.73 - $237.37 $2.01M - $2.47M
19.3K $4.58M
ABT
Abbott Laboratories

Healthcare
17.5K
+ 36.3%
$123.95 - $138.08 $2.17M - $2.42M
65.9K $8.96M
EQNR
Equinor Asa

Energy
110K
+ 60.53%
$22.04 - $28.08 $2.43M - $3.09M
292K $7.34M
NTRS
Northern Trust Corp

Financial Services
17K
+ 131.2%
$84.45 - $126.79 $1.43M - $2.15M
29.9K $3.79M
ITOT
Ishares Core S&P Total U.S. St

ETFs
16.5K
+ 83.78%
$108.12 - $135.04 $1.79M - $2.23M
36.3K $4.9M
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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