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
VOD
Vodafone Group Public LTD CO

Communication Services
184K
+ 50.51%
$8.19 - $10.66 $1.51M - $1.96M
548K $5.85M
JBL
Jabil Inc

Technology
4.74K
+ 30.03%
$116.88 - $218.1 $554K - $1.03M
20.5K $4.48M
GS
Goldman Sachs Group Inc

Financial Services
1.33K
+ 16.3%
$462.22 - $707.75 $614K - $941K
9.48K $6.71M
EXEL
Exelixis, Inc.

Healthcare
47.5K
+ 237.16%
$34.13 - $46.26 $1.62M - $2.2M
67.6K $2.98M
COST
Costco Wholesale Corp

Consumer Defensive
1.31K
+ 6.47%
$908.13 - $1056.85 $1.19M - $1.38M
21.5K $21.3M
SCHE
Schwab Strategic Tr Us Emergin

ETFs
68.9K
+ 510.56%
$24.38 - $30.18 $1.68M - $2.08M
82.4K $2.48M
BKNG
Booking Holdings Inc.

Consumer Cyclical
147
+ 14.08%
$4164.15 - $5789.24 $612K - $851K
1.19K $6.89M
T
At&T Inc.

Communication Services
67.5K
+ 34.72%
$26.33 - $28.94 $1.78M - $1.95M
262K $7.58M
LOW
Lowes Companies Inc

Consumer Cyclical
9.86K
+ 86.46%
$210.83 - $235.28 $2.08M - $2.32M
21.3K $4.72M
VTV
Vanguard Value ETF

ETFs
10.9K
+ 64.86%
$153.67 - $176.74 $1.68M - $1.93M
27.7K $4.9M
CAT
Caterpillar Inc

Industrials
3.37K
+ 35.17%
$273.94 - $388.21 $924K - $1.31M
13K $5.03M
LDOS
Leidos Holdings, Inc.

Technology
9.74K
+ 93.6%
$132.9 - $160.3 $1.29M - $1.56M
20.1K $3.18M
BAC
Bank Of America Corp

Financial Services
15.5K
+ 8.49%
$34.39 - $47.46 $534K - $737K
199K $9.4M
CRWD
Crowd Strike Holdings, Inc.

Technology
2.21K
+ 57.66%
$321.63 - $509.31 $709K - $1.12M
6.03K $3.07M
V
Visa Inc.

Financial Services
3.99K
+ 6.51%
$308.27 - $373.31 $1.23M - $1.49M
65.3K $23.2M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
2.17K
+ 28.47%
$456.74 - $568.03 $992K - $1.23M
9.8K $5.57M
PSIX
Power Solutions International, Inc.

Industrials
1.02K
+ 2.55%
$18.7 - $68.01 $19K - $69.2K
40.9K $2.64M
DBX
Dropbox, Inc.

Technology
55.4K
+ 267.15%
$25.42 - $29.7 $1.41M - $1.64M
76.1K $2.18M
ALKS
Alkermes Plc.

Healthcare
58.1K
+ 551.67%
$26.59 - $32.65 $1.54M - $1.9M
68.6K $1.96M
PHM
Pultegroup Inc

Consumer Cyclical
14K
+ 29.69%
$92.02 - $106.54 $1.29M - $1.49M
61.3K $6.46M
SCHV
Schwab Strategic Tr Us Large C

ETFs
56.6K
+ 703.09%
$23.55 - $27.67 $1.33M - $1.57M
64.7K $1.79M
SPOT
Spotify Technology S.A.

Communication Services
98
+ 1.44%
$503.3 - $775.9 $49.3K - $76K
6.89K $5.28M
EFV
Msci Eafe Value ETF

ETFs
23.4K
+ 511.01%
$52.4 - $64.65 $1.23M - $1.51M
28K $1.78M
TIMB
Tim S.A.

Communication Services
53.3K
+ 54.96%
$14.45 - $20.11 $771K - $1.07M
150K $3.02M
DB
Deutsche Bank Aktiengesellschaft

Financial Services
17.8K
+ 10.3%
$19.5 - $30.4 $347K - $541K
191K $5.58M
GE
General Electric CO

Industrials
706
+ 3.15%
$166.81 - $257.39 $118K - $182K
23.1K $5.95M
BUD
Anheuser Busch In Bev Sa

Consumer Defensive
20.7K
+ 578.64%
$58.52 - $71.7 $1.21M - $1.49M
24.3K $1.67M
ICL
Icl Group Ltd.

Basic Materials
187K
+ 201.24%
$5.35 - $6.98 $1M - $1.31M
280K $1.93M
COF
Capital One Financial Corp

Financial Services
4.82K
+ 44.46%
$150.57 - $212.76 $726K - $1.03M
15.7K $3.33M
CTVA
Corteva, Inc.

Basic Materials
13.6K
+ 42.76%
$55.52 - $74.53 $757K - $1.02M
45.5K $3.39M
ING
Ing Groep Nv

Financial Services
48K
+ 33.57%
$16.62 - $21.98 $797K - $1.05M
191K $4.17M
UBER
Uber Technologies, Inc

Technology
5.78K
+ 14.17%
$64.62 - $93.3 $373K - $539K
46.6K $4.35M
VZ
Verizon Communications Inc

Communication Services
39.4K
+ 23.77%
$41.67 - $45.62 $1.64M - $1.8M
205K $8.89M
RTX
Raytheon Technologies Corp

Industrials
5.62K
+ 15.14%
$113.75 - $148.48 $639K - $835K
42.8K $6.24M
BPOP
Popular, Inc.

Financial Services
8.59K
+ 41.44%
$81.63 - $110.51 $701K - $949K
29.3K $3.23M
DOX
Amdocs LTD

Technology
14.2K
+ 445.38%
$80.46 - $94.08 $1.14M - $1.34M
17.4K $1.59M
CXW
Core Civic, Inc.

Real Estate
59.8K
+ 158.93%
$19.06 - $23.06 $1.14M - $1.38M
97.5K $2.05M
GILD
Gilead Sciences, Inc.

Healthcare
12.7K
+ 12.42%
$96.91 - $113.0 $1.23M - $1.44M
115K $12.8M
MIDD
Middleby Corp

Industrials
9.07K
+ 249.05%
$124.01 - $154.76 $1.13M - $1.4M
12.7K $1.83M
WFC
Wells Fargo & Company

Financial Services
8.42K
+ 11.98%
$60.98 - $80.12 $514K - $675K
78.7K $6.31M
NOW
Service Now, Inc.

Technology
557
+ 19.42%
$721.65 - $1040.18 $402K - $579K
3.43K $3.52M
GTX
Garrett Motion Inc.

Consumer Cyclical
103K
+ 158.07%
$7.34 - $12.04 $759K - $1.25M
169K $1.78M
BBVA
Banco Bilbao Vizcaya Argentaria, S.A.

Financial Services
25.2K
+ 5.28%
$11.9 - $15.57 $300K - $393K
503K $7.74M
AXP
American Express CO

Financial Services
2.34K
+ 24.59%
$231.39 - $318.98 $541K - $746K
11.9K $3.78M
DORM
Dorman Products, Inc.

Consumer Cyclical
9.65K
+ 64.67%
$108.29 - $132.03 $1.05M - $1.27M
24.6K $3.01M
FHI
Federated Hermes, Inc.

Financial Services
24.8K
+ 78.67%
$35.85 - $44.32 $887K - $1.1M
56.2K $2.49M
MS
Morgan Stanley

Financial Services
3.42K
+ 11.49%
$99.83 - $140.86 $341K - $482K
33.2K $4.67M
INTU
Intuit Inc

Technology
516
+ 11.46%
$544.07 - $787.63 $281K - $406K
5.02K $3.95M
XLK
Technology Sector Spdr

ETFs
3.65K
+ 70.63%
$179.73 - $253.23 $656K - $924K
8.82K $2.23M
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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