Ritholtz Wealth Management Incresed Positions in Q3 2024

Ritholtz Wealth Management

  • $3.28 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
T
At&T Inc.

Communication Services
21.7K
+ 33.68%
$18.21 - $22.28 $394K - $482K
85.9K $1.89M
IBM
International Business Machines Corp

Technology
862
+ 8.86%
$175.1 - $223.38 $151K - $193K
10.6K $2.34M
SUB
Ishares Short Term National Mu

ETFs
2.78K
+ 1.27%
$104.3 - $106.3 $290K - $296K
222K $23.5M
GS
Goldman Sachs Group Inc

Financial Services
756
+ 11.6%
$459.02 - $510.25 $347K - $386K
7.27K $3.6M
EQNR
Equinor Asa

Energy
33.8K
+ 52.3%
$24.19 - $29.0 $819K - $981K
98.6K $2.5M
VBR
Vanguard Small Cap Value ETF

ETFs
3.02K
+ 218.95%
$179.99 - $201.6 $543K - $608K
4.39K $881K
NEE
Nextera Energy Inc

Utilities
3.13K
+ 11.83%
$69.9 - $84.97 $219K - $266K
29.6K $2.5M
XOM
Exxon Mobil Corp

Energy
4.17K
+ 6.37%
$109.72 - $119.0 $457K - $496K
69.7K $8.17M
AFL
Aflac Inc

Financial Services
190
+ 0.72%
$88.52 - $111.8 $16.8K - $21.2K
26.5K $2.96M
PATK
Patrick Industries Inc

Consumer Cyclical
1.29K
+ 10.29%
$105.01 - $146.96 $136K - $190K
13.9K $1.97M
CM
Canadian Imperial Bank Of Commerce

Financial Services
8.36K
+ 140.63%
$47.28 - $62.24 $395K - $520K
14.3K $877K
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
8.6K
+ 158.99%
$58.03 - $65.37 $499K - $562K
14K $906K
BCS
Barclays PLC

Financial Services
24K
+ 12.16%
$10.59 - $12.45 $254K - $299K
221K $2.69M
KR
Kroger CO

Consumer Defensive
4.28K
+ 9.58%
$50.43 - $57.3 $216K - $245K
48.9K $2.8M
GIS
General Mills Inc

Consumer Defensive
5.22K
+ 29.57%
$62.5 - $75.15 $327K - $393K
22.9K $1.69M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
837
+ 17.67%
$475.2 - $527.7 $398K - $442K
5.58K $2.94M
TEVA
Teva Pharmaceutical Industries LTD

Healthcare
30.4K
+ 269.54%
$15.81 - $18.96 $480K - $576K
41.6K $750K
FF
Future Fuel Corp.

Basic Materials
92.8K
+ 203.95%
$4.71 - $6.32 $437K - $587K
138K $795K
MTG
Mgic Investment Corp

Financial Services
10.9K
+ 15.58%
$21.29 - $25.74 $232K - $280K
80.8K $2.07M
ERJ
Embraer S.A.

Industrials
6.16K
+ 17.35%
$25.9 - $36.95 $159K - $228K
41.7K $1.47M
SPGI
S&P Global Inc.

Financial Services
59
+ 0.79%
$446.32 - $527.38 $26.3K - $31.1K
7.49K $3.87M
SLYV
Spdr S&P 600 Small Cap Value E

ETFs
613
+ 1.05%
$77.23 - $87.97 $47.3K - $53.9K
59K $5.12M
BKNG
Booking Holdings Inc.

Consumer Cyclical
78
+ 8.91%
$3305.62 - $4268.05 $258K - $333K
953 $4.01M
MMM
3 M CO

Industrials
2.77K
+ 56.95%
$99.69 - $139.42 $276K - $386K
7.63K $1.04M
APOG
Apogee Enterprises, Inc.

Industrials
7.18K
+ 121.7%
$58.62 - $70.02 $421K - $503K
13.1K $915K
TIMB
Tim S.A.

Communication Services
25.3K
+ 67.76%
$14.05 - $17.31 $356K - $439K
62.7K $1.08M
PH
Parker Hannifin Corp

Industrials
691
+ 88.36%
$501.01 - $635.92 $346K - $439K
1.47K $930K
WCN
Waste Connections, Inc.

Industrials
2.9K
+ 92.07%
$173.92 - $186.5 $505K - $541K
6.05K $1.08M
ABT
Abbott Laboratories

Healthcare
983
+ 2.4%
$100.07 - $118.13 $98.4K - $116K
41.9K $4.78M
AXP
American Express CO

Financial Services
739
+ 9.1%
$225.92 - $271.17 $167K - $200K
8.86K $2.4M
CMPO
Compo Secure, Inc.

Industrials
30.5K
+ 246.86%
$6.89 - $14.0 $210K - $427K
42.9K $600K
TMO
Thermo Fisher Scientific Inc.

Healthcare
341
+ 7.7%
$531.86 - $624.21 $181K - $213K
4.77K $2.95M
ALSN
Allison Transmission Holdings Inc

Consumer Cyclical
1.43K
+ 7.97%
$74.21 - $96.5 $106K - $138K
19.4K $1.87M
ACN
Accenture PLC

Technology
788
+ 17.87%
$295.44 - $355.81 $233K - $280K
5.2K $1.84M
MDLZ
Mondelez International, Inc.

Consumer Defensive
520
+ 0.94%
$64.35 - $75.71 $33.5K - $39.4K
56K $4.12M
BK
Bank Of New York Mellon Corp

Financial Services
2.72K
+ 10.9%
$59.54 - $72.17 $162K - $196K
27.6K $1.99M
ALC
Alcon Inc

Healthcare
4.66K
+ 186.5%
$88.07 - $100.79 $410K - $469K
7.15K $715K
GDDY
Go Daddy Inc.

Technology
2.01K
+ 19.41%
$141.41 - $167.41 $285K - $337K
12.4K $1.94M
KB
Kb Financial Group Inc.

Financial Services
3.18K
+ 5.59%
$56.85 - $67.06 $181K - $213K
60K $3.7M
MSI
Motorola Solutions, Inc.

Technology
512
+ 12.75%
$385.65 - $450.49 $197K - $231K
4.53K $2.04M
MDT
Medtronic PLC

Healthcare
4.05K
+ 39.75%
$76.84 - $91.03 $311K - $369K
14.2K $1.28M
TMUS
T Mobile Us, Inc.

Communication Services
843
+ 8.4%
$175.14 - $206.36 $148K - $174K
10.9K $2.24M
SKM
Sk Telecom CO LTD

Communication Services
15.9K
+ 49.18%
$20.68 - $24.47 $328K - $389K
48.2K $1.14M
BKR
Baker Hughes CO

Energy
12.6K
+ 96.78%
$32.92 - $38.72 $415K - $488K
25.6K $926K
VALE
Vale S.A.

Basic Materials
32.8K
+ 20.24%
$9.9 - $11.8 $325K - $387K
195K $2.28M
NHC
National Healthcare Corp

Healthcare
2.55K
+ 32.57%
$109.43 - $137.13 $279K - $349K
10.4K $1.3M
COLL
Collegium Pharmaceutical, Inc

Healthcare
5.33K
+ 13.73%
$31.4 - $39.07 $167K - $208K
44.2K $1.71M
IWD
Ishares Russell 1000 Val ETF

ETFs
2.07K
+ 52.72%
$173.36 - $189.8 $358K - $392K
5.99K $1.14M
UHS
Universal Health Services Inc

Healthcare
827
+ 13.97%
$178.68 - $241.52 $148K - $200K
6.75K $1.54M
Activity Summary
Buys All Purchases 497 New Holdings 105 Increased Positions 392 Sells All Sells 344 Reductions 344 Sold out 0 Options Calls 0 Puts 0
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