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
ISRG
Intuitive Surgical Inc

Healthcare
546
+ 14.09%
$416.14 - $494.01 $227K - $270K
4.42K $2.17M
FIX
Comfort Systems Usa Inc

Industrials
197
+ 4.58%
$292.14 - $396.82 $57.6K - $78.2K
4.5K $1.76M
ALL
Allstate Corp

Financial Services
101
+ 0.71%
$158.43 - $192.86 $16K - $19.5K
14.4K $2.73M
ISTR
Investar Holding Corp

Financial Services
18.4K
+ 88.86%
$14.98 - $19.6 $275K - $360K
39K $757K
WDS
Woodside Energy Group LTD

Energy
27K
+ 129.42%
$15.64 - $20.01 $423K - $541K
47.9K $826K
AEM
Agnico Eagle Mines LTD

Basic Materials
4.69K
+ 138.46%
$65.04 - $84.24 $305K - $395K
8.07K $650K
INVA
Innoviva, Inc.

Healthcare
13.2K
+ 22.65%
$16.33 - $20.04 $216K - $265K
71.7K $1.38M
ERIC
Ericsson Lm Telephone CO

Technology
26.5K
+ 16.98%
$6.19 - $7.77 $164K - $206K
182K $1.38M
BX
Blackstone Inc.

Financial Services
969
+ 10.45%
$120.77 - $159.66 $117K - $155K
10.2K $1.57M
DHR
Danaher Corp

Healthcare
857
+ 13.34%
$239.25 - $280.76 $205K - $241K
7.28K $2.02M
CMI
Cummins Inc

Industrials
484
+ 8.85%
$266.63 - $326.4 $129K - $158K
5.95K $1.93M
ADI
Analog Devices Inc

Technology
1.73K
+ 36.72%
$200.56 - $243.33 $348K - $422K
6.45K $1.49M
VB
Vanguard Small Cap ETF

ETFs
1.1K
+ 14.31%
$214.77 - $237.72 $236K - $261K
8.77K $2.08M
USB
Us Bancorp \De\

Financial Services
2.2K
+ 4.37%
$39.04 - $47.23 $85.7K - $104K
52.4K $2.4M
ORAN
Orange

Communication Services
33.2K
+ 241.33%
$10.15 - $12.19 $337K - $405K
47K $539K
MTB
M&T Bank Corp

Financial Services
2K
+ 117.73%
$146.49 - $179.85 $293K - $360K
3.7K $658K
NOW
Service Now, Inc.

Technology
164
+ 7.1%
$730.87 - $937.36 $120K - $154K
2.48K $2.21M
AMT
American Tower Corp

Real Estate
930
+ 20.61%
$192.27 - $242.73 $179K - $226K
5.44K $1.27M
EGY
Vaalco Energy Inc

Energy
71.2K
+ 129.22%
$5.37 - $7.28 $383K - $519K
126K $725K
UGP
Ultrapar Holdings Inc

Energy
99.3K
+ 54.0%
$3.81 - $4.44 $378K - $441K
283K $1.1M
PFE
Pfizer Inc

Healthcare
11.5K
+ 26.33%
$27.7 - $31.39 $319K - $362K
55.3K $1.6M
NSC
Norfolk Southern Corp

Industrials
685
+ 11.34%
$213.75 - $259.69 $146K - $178K
6.73K $1.67M
CMCSA
Comcast Corp

Communication Services
3.25K
+ 3.59%
$37.33 - $41.78 $121K - $136K
93.9K $3.92M
INFY
Infosys LTD

Technology
11.6K
+ 38.67%
$18.76 - $23.28 $218K - $270K
41.6K $927K
ATGE
Adtalem Global Education Inc.

Consumer Defensive
3.13K
+ 17.61%
$67.08 - $79.32 $210K - $248K
20.9K $1.58M
SO
Southern CO

Utilities
2.48K
+ 22.15%
$77.0 - $90.52 $191K - $224K
13.7K $1.23M
KMB
Kimberly Clark Corp

Consumer Defensive
2.31K
+ 26.83%
$135.05 - $148.35 $312K - $343K
10.9K $1.56M
DB
Deutsche Bank Aktiengesellschaft

Financial Services
10K
+ 7.35%
$14.08 - $17.36 $141K - $174K
147K $2.54M
SKYW
Skywest Inc

Industrials
3.97K
+ 72.41%
$68.08 - $87.62 $270K - $348K
9.45K $803K
SPG
Simon Property Group Inc

Real Estate
1.13K
+ 12.93%
$146.09 - $170.11 $165K - $192K
9.85K $1.67M
ITOT
Ishares Core S&P Total U.S. St

ETFs
1.6K
+ 8.14%
$113.41 - $125.62 $182K - $201K
21.3K $2.67M
BBY
Best Buy CO Inc

Consumer Cyclical
348
+ 2.21%
$80.23 - $103.29 $27.9K - $35.9K
16.1K $1.66M
HPQ
Hp Inc

Technology
7.11K
+ 7.98%
$32.02 - $38.11 $228K - $271K
96.2K $3.45M
BLK
Black Rock Inc.

Financial Services
29
+ 1.56%
$782.27 - $949.51 $22.7K - $27.5K
1.89K $1.8M
BLBD
Blue Bird Corp

Consumer Cyclical
8.05K
+ 81.82%
$45.15 - $54.51 $363K - $439K
17.9K $857K
SHYG
Ishares 0 5 Year High Yield CO

ETFs
2.87K
+ 1.78%
$41.95 - $43.42 $120K - $125K
164K $7.12M
JHG
Janus Henderson Group PLC

Financial Services
6.79K
+ 57.46%
$33.55 - $38.68 $228K - $263K
18.6K $708K
AYI
Acuity Brands Inc

Industrials
606
+ 14.37%
$222.88 - $275.47 $135K - $167K
4.82K $1.33M
MEC
Mayville Engineering Company, Inc.

Industrials
11.9K
+ 103.52%
$16.16 - $21.46 $192K - $255K
23.4K $492K
GLD
Spdr Gold Trust

ETFs
611
+ 11.24%
$215.56 - $246.98 $132K - $151K
6.05K $1.47M
CW
Curtiss Wright Corp

Industrials
308
+ 9.01%
$265.18 - $332.22 $81.7K - $102K
3.73K $1.22M
RELX
Relx PLC

Communication Services
1.38K
+ 0.94%
$44.1 - $48.86 $60.8K - $67.4K
147K $7M
PBR
Petrobras Petroleo Brasileiro Sa

Energy
21.5K
+ 9.9%
$13.31 - $15.65 $286K - $337K
239K $3.44M
CF
Cf Industries Holdings, Inc.

Basic Materials
1.32K
+ 8.79%
$69.38 - $85.8 $91.4K - $113K
16.3K $1.4M
IX
Orix Corp

Financial Services
1.82K
+ 11.13%
$102.71 - $125.1 $187K - $227K
18.1K $2.11M
OMC
Omnicom Group Inc.

Communication Services
340
+ 1.86%
$87.69 - $103.9 $29.8K - $35.3K
18.6K $1.93M
HII
Huntington Ingalls Industries, Inc.

Industrials
840
+ 25.61%
$241.93 - $282.86 $203K - $238K
4.12K $1.09M
GD
General Dynamics Corp

Industrials
497
+ 4.72%
$279.51 - $308.09 $139K - $153K
11K $3.33M
RL
Ralph Lauren Corp

Consumer Cyclical
914
+ 18.79%
$158.53 - $197.61 $145K - $181K
5.78K $1.12M
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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