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
WIT
Wipro LTD

Technology
37.1K
+ 48.42%
$5.66 - $6.89 $210K - $256K
114K $737K
LRN
Stride, Inc.

Consumer Defensive
2.43K
+ 58.5%
$66.21 - $85.31 $161K - $207K
6.57K $560K
DUK
Duke Energy Corp

Utilities
1.6K
+ 29.37%
$99.35 - $117.71 $159K - $188K
7.03K $811K
PRG
Prog Holdings, Inc.

Industrials
2.18K
+ 18.95%
$32.04 - $50.26 $69.8K - $110K
13.7K $663K
ORLY
O Reilly Automotive Inc

Consumer Cyclical
33
+ 1.41%
$1015.62 - $1159.62 $33.5K - $38.3K
2.37K $2.73M
HPE
Hewlett Packard Enterprise CO

Technology
14.5K
+ 27.51%
$16.1 - $21.44 $234K - $312K
67.4K $1.38M
CRM
Salesforce, Inc.

Technology
160
+ 1.25%
$238.42 - $276.53 $38.1K - $44.2K
13K $3.55M
CBAN
Colony Bankcorp Inc

Financial Services
10.7K
+ 39.99%
$12.01 - $15.85 $128K - $170K
37.5K $581K
NSIT
Insight Enterprises Inc

Technology
509
+ 6.01%
$180.0 - $225.24 $91.6K - $115K
8.98K $1.93M
PDS
Precision Drilling Corp

Energy
5.53K
+ 51.89%
$60.66 - $76.85 $336K - $425K
16.2K $997K
FLXS
Flexsteel Industries Inc

Consumer Cyclical
3.38K
+ 47.93%
$29.12 - $45.48 $98.3K - $153K
10.4K $461K
CFG
Citizens Financial Group Inc

Financial Services
5.17K
+ 86.81%
$35.24 - $43.24 $182K - $223K
11.1K $456K
SAN
Banco Santander, S.A.

Financial Services
13.7K
+ 3.86%
$4.37 - $5.16 $60K - $70.9K
369K $1.88M
MKC
Mccormick & CO Inc

Consumer Defensive
177
+ 0.92%
$69.44 - $84.76 $12.3K - $15K
19.5K $1.6M
LFVN
Lifevantage Corp

Consumer Defensive
11K
+ 62.03%
$5.51 - $13.01 $60.5K - $143K
28.7K $346K
AFCG
Afc Gamma, Inc.

Real Estate
29K
+ 91.13%
$8.39 - $12.18 $243K - $353K
60.8K $620K
IESC
Ies Holdings, Inc.

Industrials
197
+ 6.27%
$134.29 - $199.7 $26.5K - $39.3K
3.34K $666K
AN
Autonation, Inc.

Consumer Cyclical
179
+ 1.79%
$156.14 - $190.72 $27.9K - $34.1K
10.2K $1.82M
KT
Kt Corp

Communication Services
8.74K
+ 15.79%
$13.14 - $15.8 $115K - $138K
64.1K $984K
VBK
Vanguard Small Cap Growth ETF

ETFs
792
+ 89.8%
$240.48 - $267.94 $190K - $212K
1.67K $447K
TPL
Texas Pacific Land Corp

Energy
155
+ 26.05%
$724.86 - $952.13 $112K - $148K
750 $662K
SYF
Synchrony Financial

Financial Services
3.17K
+ 12.79%
$43.77 - $52.22 $139K - $166K
28K $1.4M
RNGR
Ranger Energy Services, Inc.

Energy
13.2K
+ 27.37%
$9.97 - $12.97 $132K - $172K
61.7K $733K
NDSN
Nordson Corp

Industrials
523
+ 18.89%
$225.0 - $262.63 $118K - $137K
3.29K $864K
AER
Aer Cap Holdings N.V.

Industrials
2.24K
+ 38.58%
$86.24 - $98.28 $194K - $221K
8.06K $763K
AIG
American International Group, Inc.

Financial Services
3.45K
+ 10.3%
$70.16 - $79.23 $242K - $273K
37K $2.71M
MATX
Matson, Inc.

Industrials
452
+ 3.4%
$121.89 - $142.79 $55.1K - $64.5K
13.7K $1.96M
CBOE
Cboe Global Markets, Inc.

Financial Services
85
+ 1.45%
$168.57 - $213.65 $14.3K - $18.2K
5.95K $1.22M
OPBK
Op Bancorp

Financial Services
11.9K
+ 49.7%
$9.52 - $12.88 $114K - $154K
35.9K $448K
TXN
Texas Instruments Inc

Technology
1.11K
+ 15.22%
$194.6 - $194.6 $215K - $215K
8.38K $1.63M
SYK
Stryker Corp

Healthcare
306
+ 6.33%
$315.94 - $371.96 $96.7K - $114K
5.14K $1.86M
PRU
Prudential Financial Inc

Financial Services
1.49K
+ 20.57%
$105.53 - $127.32 $157K - $190K
8.73K $1.06M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
4.18K
+ 31.71%
$36.98 - $41.55 $155K - $174K
17.4K $714K
PWR
Quanta Services, Inc.

Industrials
100
+ 2.46%
$239.58 - $298.23 $24K - $29.8K
4.17K $1.24M
FOXA
Fox Corp

Communication Services
3.72K
+ 62.02%
$34.12 - $42.33 $127K - $157K
9.71K $410K
MELI
Mercadolibre Inc

Consumer Cyclical
75
+ 59.52%
$1591.44 - $2140.1 $119K - $161K
201 $412K
AJG
Arthur J. Gallagher & Co.

Financial Services
39
+ 0.45%
$259.22 - $299.75 $10.1K - $11.7K
8.79K $2.47M
CRAI
Cra International, Inc.

Industrials
1.13K
+ 89.22%
$152.32 - $183.71 $173K - $208K
2.41K $422K
EXPE
Expedia Group, Inc.

Consumer Cyclical
64
+ 0.73%
$112.12 - $149.09 $7.18K - $9.54K
8.85K $1.31M
NFLX
Netflix Inc

Communication Services
1
+ 0.02%
$598.55 - $722.26 $599 - $722
5.82K $4.13M
RSP
Invesco S&P 500 Equal Weight E

ETFs
929
+ 41.6%
$162.83 - $179.16 $151K - $166K
3.16K $566K
ETN
Eaton Corp PLC

Industrials
273
+ 4.54%
$272.52 - $333.02 $74.4K - $90.9K
6.29K $2.08M
UVV
Universal Corp

Consumer Defensive
2.61K
+ 21.81%
$46.58 - $54.85 $121K - $143K
14.6K $773K
EQIX
Equinix Inc

Real Estate
142
+ 27.47%
$749.0 - $890.01 $106K - $126K
659 $584K
RPM
Rpm International Inc

Basic Materials
584
+ 6.48%
$103.91 - $125.03 $60.7K - $73K
9.6K $1.16M
HWKN
Hawkins Inc

Basic Materials
618
+ 20.17%
$87.69 - $127.47 $54.2K - $78.8K
3.68K $469K
PEP
Pepsico Inc

Consumer Defensive
647
+ 4.1%
$161.9 - $179.3 $105K - $116K
16.4K $2.79M
AIZ
Assurant, Inc.

Financial Services
633
+ 33.35%
$161.28 - $199.95 $102K - $127K
2.53K $503K
NOC
Northrop Grumman Corp

Industrials
142
+ 11.6%
$423.73 - $533.14 $60.2K - $75.7K
1.37K $721K
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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