Ritholtz Wealth Management Incresed Positions in Q4 2024

Ritholtz Wealth Management

  • $3.37 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
CNM
Core & Main, Inc.

Industrials
601
+ 4.28%
$41.91 - $55.78 $25.2K - $33.5K
14.6K $745K
CRAI
Cra International, Inc.

Industrials
501
+ 20.83%
$168.27 - $206.55 $84.3K - $103K
2.91K $544K
INFY
Infosys LTD

Technology
6.19K
+ 14.87%
$20.71 - $23.42 $128K - $145K
47.8K $1.05M
PMTS
Cpi Card Group Inc.

Financial Services
2.72K
+ 16.9%
$21.5 - $34.3 $58.5K - $93.4K
18.8K $563K
PANW
Palo Alto Networks Inc

Technology
4.5K
+ 101.6%
$181.96 - $405.9 $820K - $1.83M
8.94K $1.63M
ERJ
Embraer S.A.

Industrials
1.46K
+ 3.5%
$32.46 - $40.0 $47.3K - $58.2K
43.1K $1.58M
QUAD
Quad/Graphics, Inc.

Industrials
678
+ 1.64%
$4.67 - $8.79 $3.17K - $5.96K
42K $293K
MTG
Mgic Investment Corp

Financial Services
10.9K
+ 13.44%
$23.32 - $26.4 $253K - $287K
91.7K $2.17M
STLD
Steel Dynamics Inc

Basic Materials
1.06K
+ 24.55%
N/A
5.38K $527K
AMG
Affiliated Managers Group, Inc.

Financial Services
504
+ 36.68%
$175.77 - $196.52 $88.6K - $99K
1.88K $347K
MAR
Marriott International Inc

Consumer Cyclical
11
+ 0.34%
$246.06 - $292.59 $2.71K - $3.22K
3.22K $898K
CW
Curtiss Wright Corp

Industrials
3
+ 0.08%
$335.08 - $389.49 $1.01K - $1.17K
3.73K $1.32M
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
1.32K
+ 18.91%
$55.73 - $66.16 $73.3K - $87.1K
8.27K $498K
JEPI
J P Morgan Exchange Traded Fd

ETFs
1.89K
+ 32.78%
$57.53 - $60.83 $108K - $115K
7.64K $439K
SE
Sea LTD

Consumer Cyclical
170
+ 2.7%
$93.56 - $117.41 $15.9K - $20K
6.46K $685K
FSK
Fs Kkr Capital Corp

Financial Services
2.25K
+ 10.35%
$19.71 - $22.22 $44.3K - $50K
24K $521K
L
Loews Corp

Financial Services
734
+ 13.8%
$76.49 - $87.05 $56.1K - $63.9K
6.05K $512K
KTB
Kontoor Brands, Inc.

Consumer Cyclical
771
+ 12.84%
$76.53 - $94.19 $59K - $72.6K
6.78K $578K
EVBN
Evans Bancorp Inc

Financial Services
1.42K
+ 25.28%
$38.02 - $45.9 $53.9K - $65K
7.02K $304K
EBAY
Ebay Inc

Consumer Cyclical
4.36K
+ 7.41%
$57.51 - $67.17 $251K - $293K
63.1K $3.91M
VHI
Valhi Inc

Basic Materials
6.59K
+ 90.24%
$21.74 - $41.3 $143K - $272K
13.9K $324K
FOXA
Fox Corp

Communication Services
399
+ 4.11%
$41.35 - $49.99 $16.5K - $19.9K
10.1K $490K
IBN
Icici Bank LTD

Financial Services
2.6K
+ 5.94%
$28.69 - $31.9 $74.7K - $83K
46.4K $1.39M
SND
Smart Sand, Inc.

Energy
27.7K
+ 33.65%
$1.98 - $2.59 $54.8K - $71.6K
110K $237K
VBK
Vanguard Small Cap Growth ETF

ETFs
193
+ 11.53%
$264.18 - $304.19 $51K - $58.7K
1.87K $522K
IBKR
Interactive Brokers Group, Inc.

Financial Services
20
+ 1.06%
$138.3 - $192.95 $2.77K - $3.86K
1.91K $337K
ETN
Eaton Corp PLC

Industrials
212
+ 3.37%
$326.96 - $377.52 $69.3K - $80K
6.5K $2.16M
TPG
Tpg Inc.

Financial Services
833
+ 21.57%
$58.29 - $71.51 $48.6K - $59.6K
4.7K $294K
CACI
Caci International Inc

Technology
166
+ 5.55%
N/A
3.16K $1.35M
VOT
Vanguard Mid Cap Growth Index

ETFs
146
+ 4.89%
$241.48 - $274.89 $35.3K - $40.1K
3.13K $794K
NL
Nl Industries Inc

Industrials
7.55K
+ 34.6%
$7.04 - $8.59 $53.1K - $64.8K
29.4K $228K
SNA
Snap On Inc

Industrials
35
+ 3.54%
$285.44 - $371.35 $9.99K - $13K
1.02K $347K
IDXX
Idexx Laboratories Inc

Healthcare
291
+ 43.76%
$406.92 - $495.42 $118K - $144K
956 $395K
MCD
Mcdonalds Corp

Consumer Cyclical
832
+ 6.7%
$288.47 - $316.54 $240K - $263K
13.3K $3.84M
SYK
Stryker Corp

Healthcare
182
+ 3.54%
$345.14 - $392.15 $62.8K - $71.4K
5.32K $1.92M
IBDT
Ishares Tr Ibonds Dec 2028 Ter

ETFs
2.8K
+ 17.78%
$24.82 - $25.48 $69.5K - $71.3K
18.6K $461K
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
24.4K
+ 140.26%
$18.41 - $40.87 $449K - $996K
41.8K $772K
WEYS
Weyco Group Inc

Consumer Cyclical
480
+ 4.81%
$32.33 - $41.04 $15.5K - $19.7K
10.5K $392K
XLF
Financial Sector Spdr

ETFs
554
+ 6.72%
$44.89 - $51.34 $24.9K - $28.4K
8.8K $425K
IWB
Ishares Tr Russell 1000 ETF

ETFs
141
+ 16.51%
$311.11 - $335.64 $43.9K - $47.3K
995 $320K
SCI
Service Corp International

Consumer Cyclical
506
+ 5.77%
$73.36 - $88.6 $37.1K - $44.8K
9.28K $740K
EQIX
Equinix Inc

Real Estate
12
+ 1.82%
$865.69 - $985.0 $10.4K - $11.8K
671 $632K
IBDV
Ishares Tr

Technology
2.75K
+ 19.64%
$21.24 - $22.15 $58.4K - $60.9K
16.8K $357K
SAN
Banco Santander, S.A.

Financial Services
53.7K
+ 14.55%
$4.49 - $5.05 $241K - $271K
423K $1.93M
VB
Vanguard Small Cap ETF

ETFs
65
+ 0.74%
$233.76 - $261.58 $15.2K - $17K
8.84K $2.12M
QQQM
Invesco Exchange Traded Fd Tr

ETFs
34
+ 0.96%
$198.04 - $221.51 $6.73K - $7.53K
3.58K $753K
MCO
Moodys Corp

Financial Services
87
+ 4.5%
$454.04 - $500.88 $39.5K - $43.6K
2.02K $956K
APD
Air Products & Chemicals, Inc.

Basic Materials
162
+ 13.92%
$285.5 - $335.62 $46.3K - $54.4K
1.33K $384K
MRCC
Monroe Capital Corp

Financial Services
2.8K
+ 8.23%
$7.82 - $8.64 $21.9K - $24.2K
36.9K $313K
Activity Summary
Buys All Purchases 447 New Holdings 58 Increased Positions 389 Sells All Sells 380 Reductions 380 Sold out 0 Options Calls 1 Puts 0
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