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
ICE
Intercontinental Exchange, Inc.

Financial Services
2.73K
+ 52.33%
$142.8 - $176.36 $390K - $482K
7.95K $1.37M
WELL
Welltower Inc.

Real Estate
3.42K
+ 165.15%
$124.05 - $156.86 $424K - $537K
5.49K $841K
LRN
Stride, Inc.

Consumer Defensive
2.75K
+ 27.4%
$106.34 - $142.28 $293K - $392K
12.8K $1.62M
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
4K
+ 9.74%
$114.57 - $118.14 $459K - $473K
45.1K $5.32M
PEP
Pepsico Inc

Consumer Defensive
4.01K
+ 30.5%
$142.64 - $156.42 $571K - $626K
17.1K $2.57M
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
1.14K
+ 12.45%
$208.48 - $244.03 $238K - $278K
10.3K $2.51M
BP
Bp PLC

Energy
8.93K
+ 14.19%
$29.93 - $35.31 $267K - $315K
71.9K $2.43M
SBUX
Starbucks Corp

Consumer Cyclical
4.9K
+ 39.02%
$91.75 - $115.81 $449K - $567K
17.5K $1.71M
GIS
General Mills Inc

Consumer Defensive
10.6K
+ 59.35%
$57.56 - $65.3 $612K - $694K
28.5K $1.71M
SXC
Sun Coke Energy, Inc.

Basic Materials
70.7K
+ 118.98%
$8.95 - $10.57 $633K - $748K
130K $1.2M
AOMR
Angel Oak Mortgage, Inc.

Real Estate
57.3K
+ 162.38%
$9.32 - $10.79 $534K - $618K
92.6K $882K
MELI
Mercadolibre Inc

Consumer Cyclical
255
+ 148.26%
$1739.0 - $2260.0 $443K - $576K
427 $833K
LAUR
Laureate Education, Inc.

Consumer Defensive
23.8K
+ 114.36%
$18.04 - $20.97 $429K - $498K
44.5K $910K
ERJ
Embraer S.A.

Industrials
2.02K
+ 4.69%
$37.11 - $56.4 $75.1K - $114K
45.1K $2.09M
DUK
Duke Energy Corp

Utilities
3.28K
+ 45.5%
$105.87 - $121.97 $347K - $400K
10.5K $1.28M
PGR
Progressive Corp

Financial Services
507
+ 6.65%
$235.61 - $291.22 $119K - $148K
8.13K $2.3M
GM
General Motors CO

Consumer Cyclical
11.9K
+ 76.21%
$45.22 - $54.92 $536K - $651K
27.4K $1.29M
VRTX
Vertex Pharmaceuticals Inc

Healthcare
430
+ 14.2%
$402.49 - $513.76 $173K - $221K
3.46K $1.68M
SO
Southern CO

Utilities
3.46K
+ 25.62%
$80.96 - $92.96 $280K - $322K
17K $1.56M
RSG
Republic Services, Inc.

Industrials
616
+ 8.76%
$200.09 - $242.16 $123K - $149K
7.65K $1.85M
PFE
Pfizer Inc

Healthcare
18.3K
+ 54.67%
$25.01 - $27.13 $458K - $497K
51.8K $1.31M
SPGI
S&P Global Inc.

Financial Services
682
+ 8.87%
$478.26 - $543.77 $326K - $371K
8.37K $4.25M
EBAY
Ebay Inc

Consumer Cyclical
879
+ 1.39%
$61.61 - $70.93 $54.2K - $62.3K
64K $4.34M
TLT
Ishares Barclays 20+ Year Trea

ETFs
4.38K
+ 75.09%
$85.29 - $92.57 $374K - $405K
10.2K $929K
COP
Conocophillips

Energy
2.3K
+ 7.83%
$88.6 - $105.85 $204K - $243K
31.7K $3.32M
LYV
Live Nation Entertainment, Inc.

Communication Services
3.12K
+ 130.12%
$115.79 - $154.66 $361K - $482K
5.52K $720K
ODFL
Old Dominion Freight Line, Inc.

Industrials
3.34K
+ 25.5%
$161.13 - $209.29 $538K - $698K
16.4K $2.72M
WFC
Wells Fargo & Company

Financial Services
4.21K
+ 6.37%
$66.78 - $81.42 $281K - $343K
70.3K $5.05M
PMTS
Cpi Card Group Inc.

Financial Services
14.3K
+ 76.06%
$27.89 - $33.46 $400K - $479K
33.2K $967K
MMM
3 M CO

Industrials
1.5K
+ 15.46%
$129.7 - $155.12 $194K - $232K
11.2K $1.64M
MHK
Mohawk Industries Inc

Consumer Cyclical
3.72K
+ 53.21%
$110.92 - $130.83 $412K - $486K
10.7K $1.22M
MCD
Mcdonalds Corp

Consumer Cyclical
275
+ 2.08%
$279.74 - $321.29 $76.9K - $88.4K
13.5K $4.22M
LPX
Louisiana Pacific Corp

Industrials
4.95K
+ 67.05%
$89.37 - $118.15 $442K - $585K
12.3K $1.13M
IDT
Idt Corp

Communication Services
5.87K
+ 38.16%
$45.68 - $52.65 $268K - $309K
21.3K $1.09M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
6.85K
+ 58.67%
$57.21 - $65.8 $392K - $451K
18.5K $1.08M
BH
Biglari Holdings Inc.

Consumer Cyclical
1.85K
+ 131.48%
$208.0 - $257.76 $384K - $476K
3.25K $703K
CBT
Cabot Corp

Basic Materials
4.7K
+ 84.83%
$81.12 - $92.51 $381K - $435K
10.2K $851K
VGT
Vanguard Information Technolog

ETFs
776
+ 62.28%
$542.38 - $646.34 $421K - $502K
2.02K $1.1M
VGSH
Vanguard

ETFs
5.39K
+ 38.02%
$58.07 - $58.69 $313K - $316K
19.6K $1.15M
WMB
Williams Companies, Inc.

Energy
4.27K
+ 37.12%
$54.02 - $61.09 $231K - $261K
15.8K $941K
CB
Chubb LTD

Financial Services
426
+ 5.78%
$257.71 - $301.99 $110K - $129K
7.79K $2.35M
NTRS
Northern Trust Corp

Financial Services
3.58K
+ 38.29%
$96.09 - $113.81 $344K - $407K
12.9K $1.28M
SCHW
Schwab Charles Corp

Financial Services
3.09K
+ 17.58%
$71.24 - $83.64 $220K - $258K
20.7K $1.62M
APOG
Apogee Enterprises, Inc.

Industrials
18.8K
+ 84.89%
$46.23 - $71.9 $867K - $1.35M
40.9K $1.89M
CZWI
Citizens Community Bancorp Inc.

Financial Services
23.5K
+ 159.36%
$13.78 - $16.29 $323K - $382K
38.2K $548K
UHS
Universal Health Services Inc

Healthcare
1.32K
+ 20.48%
$163.99 - $193.27 $217K - $255K
7.77K $1.46M
CRWD
Crowd Strike Holdings, Inc.

Technology
736
+ 23.83%
$308.86 - $455.36 $227K - $335K
3.82K $1.35M
TTE
Total Energies Se

Energy
4.11K
+ 6.95%
N/A
63.3K $4.34M
AER
Aer Cap Holdings N.V.

Industrials
2.16K
+ 22.7%
$94.11 - $105.78 $203K - $228K
11.7K $1.19M
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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