Ritholtz Wealth Management Incresed Positions in Q1 2025

Ritholtz Wealth Management

  • $3.29 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
UNH
Unitedhealth Group Inc

Healthcare
1.77K
+ 10.65%
$461.52 - $548.18 $818K - $971K
18.4K $9.64M
IMO
Imperial Oil LTD

Energy
7.96K
+ 13.89%
$62.41 - $73.34 $497K - $584K
65.2K $4.72M
DVN
Devon Energy Corp

Energy
28K
+ 96.93%
$33.15 - $38.55 $930K - $1.08M
57K $2.13M
HMY
Harmony Gold Mining CO LTD

Basic Materials
7.99K
+ 4.94%
$8.25 - $14.77 $66K - $118K
170K $2.51M
EAT
Brinker International, Inc

Consumer Cyclical
6.36K
+ 46.82%
$133.46 - $189.14 $849K - $1.2M
19.9K $2.97M
SPOT
Spotify Technology S.A.

Communication Services
1.05K
+ 18.34%
$457.79 - $648.32 $482K - $682K
6.79K $3.73M
HIG
Hartford Financial Services Group, Inc.

Financial Services
1.79K
+ 2.71%
$106.31 - $123.73 $190K - $221K
67.6K $8.37M
MA
Mastercard Inc

Financial Services
1.38K
+ 7.68%
$504.67 - $576.31 $698K - $797K
19.4K $10.6M
TWLO
Twilio Inc

Communication Services
11.4K
+ 359.12%
$94.9 - $148.35 $1.09M - $1.7M
14.6K $1.43M
TRV
Travelers Companies, Inc.

Financial Services
950
+ 2.71%
$232.43 - $265.13 $221K - $252K
36K $9.52M
AZN
Astrazeneca PLC

Healthcare
7.1K
+ 10.39%
$65.37 - $77.96 $464K - $554K
75.5K $5.55M
GE
General Electric CO

Industrials
1.62K
+ 7.78%
$168.59 - $212.13 $272K - $343K
22.4K $4.48M
ORLY
O Reilly Automotive Inc

Consumer Cyclical
278
+ 11.49%
$1187.71 - $1432.58 $330K - $398K
2.7K $3.86M
COST
Costco Wholesale Corp

Consumer Defensive
428
+ 2.16%
$890.62 - $1076.86 $381K - $461K
20.2K $19.1M
VALE
Vale S.A.

Basic Materials
72.6K
+ 31.8%
$8.5 - $10.19 $617K - $739K
301K $3M
ESS
Essex Property Trust, Inc.

Real Estate
3.54K
+ 194.93%
N/A
5.36K $1.46M
PLTR
Palantir Technologies Inc.

Technology
10.3K
+ 96.6%
$64.98 - $124.62 $670K - $1.29M
21K $1.77M
PLD
Prologis, Inc.

Real Estate
6.19K
+ 14.01%
$103.59 - $124.04 $641K - $767K
50.4K $5.63M
FOXA
Fox Corp

Communication Services
15.5K
+ 153.05%
$47.9 - $58.0 $741K - $897K
25.6K $1.45M
WM
Waste Management Inc

Industrials
1.7K
+ 9.07%
$200.54 - $233.78 $341K - $398K
20.5K $4.74M
IDCC
Inter Digital, Inc.

Communication Services
2.87K
+ 10.41%
$171.68 - $225.72 $492K - $647K
30.4K $6.28M
ELV
Elevance Health, Inc.

Healthcare
2K
+ 185.73%
$365.9 - $436.25 $733K - $874K
3.08K $1.34M
UNM
Unum Group

Financial Services
7.99K
+ 23.38%
$71.8 - $83.34 $574K - $666K
42.2K $3.43M
IBM
International Business Machines Corp

Technology
2.36K
+ 20.1%
$217.4 - $264.74 $513K - $625K
14.1K $3.51M
EOG
Eog Resources Inc

Energy
6.93K
+ 117.19%
$120.54 - $138.05 $835K - $956K
12.8K $1.65M
CTAS
Cintas Corp

Industrials
1.36K
+ 4.91%
$182.09 - $208.14 $248K - $284K
29.1K $5.99M
VTR
Ventas, Inc.

Real Estate
9.32K
+ 34.07%
$56.9 - $70.47 $530K - $656K
36.7K $2.52M
KGC
Kinross Gold Corp

Basic Materials
20.2K
+ 10.38%
$9.69 - $12.61 $195K - $254K
214K $2.7M
JPM
Jpmorgan Chase & CO

Financial Services
1.78K
+ 2.31%
$225.19 - $279.95 $402K - $499K
78.9K $19.4M
HCA
Hca Healthcare, Inc.

Healthcare
1.46K
+ 19.42%
$296.7 - $345.55 $434K - $505K
8.99K $3.11M
BA
Boeing CO

Industrials
5.12K
+ 103.48%
$148.15 - $186.25 $758K - $953K
10.1K $1.72M
TMUS
T Mobile Us, Inc.

Communication Services
893
+ 7.33%
$211.3 - $272.83 $189K - $244K
13.1K $3.49M
YY
Joyy Inc.

Communication Services
18.6K
+ 50.2%
$38.19 - $52.08 $710K - $968K
55.6K $2.33M
UBER
Uber Technologies, Inc

Technology
4.02K
+ 10.92%
$63.17 - $81.49 $254K - $327K
40.8K $2.97M
PAYX
Paychex Inc

Industrials
2.98K
+ 15.46%
$136.06 - $154.52 $406K - $461K
22.3K $3.44M
ING
Ing Groep Nv

Financial Services
10.5K
+ 7.93%
$15.51 - $20.74 $163K - $218K
143K $2.8M
TIMB
Tim S.A.

Communication Services
29.3K
+ 43.27%
$11.42 - $15.65 $335K - $459K
97K $1.52M
DE
Deere & CO

Industrials
1.19K
+ 34.72%
$408.57 - $509.27 $485K - $605K
4.61K $2.16M
AJG
Arthur J. Gallagher & Co.

Financial Services
514
+ 5.99%
$275.89 - $345.24 $142K - $177K
9.09K $3.14M
KFY
Korn Ferry

Industrials
10.3K
+ 311.58%
$62.52 - $71.6 $641K - $734K
13.5K $918K
CBRE
Cbre Group, Inc.

Real Estate
5.35K
+ 69.61%
$121.79 - $147.13 $651K - $786K
13K $1.7M
AIG
American International Group, Inc.

Financial Services
2.13K
+ 5.91%
$70.5 - $86.94 $150K - $185K
38.2K $3.32M
STRT
Strattec Security Corp

Consumer Cyclical
17.5K
+ 152.14%
$36.29 - $51.49 $636K - $903K
29.1K $1.15M
JD
Jd.Com, Inc.

Consumer Cyclical
617
+ 0.62%
$33.1 - $45.21 $20.4K - $27.9K
99.5K $4.09M
SAP
Sap Se

Technology
70
+ 0.25%
$241.4 - $293.69 $16.9K - $20.6K
28.1K $7.54M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
1.51K
+ 24.62%
$507.05 - $563.67 $764K - $849K
7.63K $3.92M
BSX
Boston Scientific Corp

Healthcare
2.41K
+ 7.39%
$89.38 - $106.18 $216K - $256K
35.1K $3.54M
FFIV
F5, Inc.

Technology
2.21K
+ 227.1%
$251.75 - $310.6 $557K - $687K
3.19K $848K
SFM
Sprouts Farmers Market, Inc.

Consumer Defensive
379
+ 1.79%
$132.75 - $177.12 $50.3K - $67.1K
21.5K $3.29M
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
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