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
INGR
Ingredion Inc

Consumer Defensive
2.37K
+ 14.24%
$125.6 - $137.36 $298K - $325K
19K $2.57M
NOC
Northrop Grumman Corp

Industrials
430
+ 31.52%
$433.45 - $513.82 $186K - $221K
1.79K $918K
VCTR
Victory Capital Holdings, Inc.

Financial Services
5.67K
+ 81.42%
$55.84 - $70.58 $316K - $400K
12.6K $730K
LDOS
Leidos Holdings, Inc.

Technology
2.56K
+ 32.67%
$126.82 - $161.11 $325K - $413K
10.4K $1.4M
EE
Excelerate Energy, Inc.

Utilities
10.6K
+ 55.14%
$27.92 - $32.38 $295K - $342K
29.8K $853K
QCOM
Qualcomm Inc

Technology
1.77K
+ 9.44%
$151.94 - $175.86 $269K - $311K
20.5K $3.15M
TPR
Tapestry, Inc.

Consumer Cyclical
2.95K
+ 23.29%
$65.63 - $89.21 $194K - $263K
15.6K $1.1M
PH
Parker Hannifin Corp

Industrials
513
+ 33.88%
$591.65 - $707.05 $304K - $363K
2.03K $1.23M
PYPL
Pay Pal Holdings, Inc.

Financial Services
7.49K
+ 67.34%
$65.15 - $91.81 $488K - $688K
18.6K $1.21M
ZTS
Zoetis Inc.

Healthcare
1.4K
+ 7.12%
$156.48 - $175.67 $219K - $246K
21.1K $3.47M
GD
General Dynamics Corp

Industrials
586
+ 5.46%
$241.94 - $272.58 $142K - $160K
11.3K $3.09M
SLGN
Silgan Holdings Inc

Consumer Cyclical
5.24K
+ 43.99%
$48.82 - $56.15 $256K - $294K
17.1K $876K
CACI
Caci International Inc

Technology
601
+ 19.04%
N/A
3.76K $1.61M
TMO
Thermo Fisher Scientific Inc.

Healthcare
702
+ 15.86%
$497.6 - $606.74 $349K - $426K
5.13K $2.55M
MET
Metlife Inc

Financial Services
3.2K
+ 52.09%
$77.7 - $87.0 $249K - $279K
9.36K $751K
AFL
Aflac Inc

Financial Services
348
+ 1.3%
$100.99 - $111.19 $35.1K - $38.7K
27.1K $3.02M
CSL
Carlisle Companies Inc

Industrials
829
+ 63.62%
$326.43 - $408.24 $271K - $338K
2.13K $725K
THC
Tenet Healthcare Corp

Healthcare
800
+ 4.83%
$119.51 - $144.98 $95.6K - $116K
17.4K $2.34M
FAST
Fastenal CO

Industrials
1.57K
+ 7.19%
$71.11 - $79.98 $112K - $126K
23.5K $1.82M
EQH
Equitable Holdings, Inc.

Financial Services
1.94K
+ 6.72%
$47.64 - $55.68 $92.3K - $108K
30.8K $1.6M
CME
Cme Group Inc.

Financial Services
416
+ 10.31%
$225.82 - $266.54 $93.9K - $111K
4.45K $1.18M
AON
Aon PLC

Financial Services
420
+ 23.76%
$348.44 - $409.32 $146K - $172K
2.19K $873K
AIZ
Assurant, Inc.

Financial Services
1.2K
+ 29.61%
$198.92 - $218.67 $239K - $262K
5.25K $1.1M
GFI
Gold Fields LTD

Basic Materials
158
+ 0.61%
$13.84 - $22.09 $2.19K - $3.49K
25.9K $572K
TXN
Texas Instruments Inc

Technology
1.2K
+ 14.61%
N/A
9.37K $1.82M
FISV
Fiserv Inc

Technology
1.82K
+ 35.66%
N/A
6.93K $867K
CRUS
Cirrus Logic, Inc.

Technology
2.27K
+ 57.81%
$97.89 - $111.4 $222K - $253K
6.19K $617K
BK
Bank Of New York Mellon Corp

Financial Services
236
+ 0.82%
$75.42 - $88.95 $17.8K - $21K
29.2K $2.45M
ATGE
Adtalem Global Education Inc.

Consumer Defensive
51
+ 0.24%
$89.88 - $110.11 $4.58K - $5.62K
21.3K $2.14M
UPS
United Parcel Service Inc

Industrials
2.21K
+ 95.13%
$109.66 - $136.26 $242K - $301K
4.53K $498K
SOI
Solaris Oilfield Infrastructure, Inc.

Energy
15K
+ 13.29%
N/A
128K $1.72M
PANW
Palo Alto Networks Inc

Technology
1.78K
+ 19.93%
$167.82 - $208.28 $299K - $371K
10.7K $1.83M
VIV
Telefonica Brasil S.A.

Communication Services
13.4K
+ 19.06%
$7.5 - $9.4 $101K - $126K
83.9K $731K
INTC
Intel Corp

Technology
6.16K
+ 31.15%
$19.1 - $27.39 $118K - $169K
25.9K $589K
FTNT
Fortinet, Inc.

Technology
1.89K
+ 38.4%
$92.49 - $114.57 $174K - $216K
6.79K $653K
LYB
Lyondell Basell Industries N.V.

Basic Materials
2.99K
+ 58.28%
$69.82 - $78.67 $209K - $235K
8.12K $571K
JXN
Jackson Financial Inc.

Financial Services
3.01K
+ 15.74%
$79.36 - $97.88 $239K - $294K
22.1K $1.85M
MTZ
Mastec Inc

Industrials
1.91K
+ 108.1%
$108.66 - $160.79 $207K - $307K
3.67K $428K
VNQ
Vanguard Specialized Funds Van

ETFs
2K
+ 17.26%
$85.55 - $94.34 $171K - $189K
13.6K $1.22M
MCO
Moodys Corp

Financial Services
432
+ 21.39%
$437.8 - $527.48 $189K - $228K
2.45K $1.14M
ABC
Amerisourcebergen Corp

Healthcare
979
+ 8.72%
N/A
12.2K $2.26M
CBOE
Cboe Global Markets, Inc.

Financial Services
48
+ 0.87%
$190.84 - $226.29 $9.16K - $10.9K
5.59K $1.27M
WAB
Westinghouse Air Brake Technologies Corp

Industrials
1.04K
+ 67.07%
$175.5 - $209.86 $183K - $219K
2.6K $471K
TJX
Tjx Companies Inc

Consumer Cyclical
1.25K
+ 6.97%
$112.81 - $126.16 $141K - $157K
19.1K $2.33M
SYK
Stryker Corp

Healthcare
276
+ 5.19%
$355.18 - $399.9 $98K - $110K
5.6K $2.08M
MD
Mednax, Inc.

Healthcare
10.2K
+ 73.73%
$12.44 - $17.23 $127K - $176K
24.1K $349K
ATHM
Autohome Inc.

Communication Services
5.34K
+ 51.33%
$25.21 - $31.07 $135K - $166K
15.7K $436K
CNI
Canadian National Railway CO

Industrials
2.07K
+ 23.26%
$95.46 - $106.79 $197K - $221K
11K $1.07M
DDS
Dillard'S, Inc.

Consumer Cyclical
900
+ 41.84%
$353.25 - $508.77 $318K - $458K
3.05K $1.09M
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
Track This Portfolio

Track Ritholtz Wealth Management Portfolio

Follow Ritholtz Wealth Management and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Ritholtz Wealth Management, based on Form 13F filings with the SEC.

News

Stay updated on Ritholtz Wealth Management with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email