Ritholtz Wealth Management Incresed Positions in Q2 2025

Ritholtz Wealth Management

  • $4.45 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
EBMT
Eagle Bancorp Montana, Inc.

Financial Services
32.3K
+ 90.26%
$15.38 - $18.23 $497K - $589K
68.1K $1.13M
BA
Boeing CO

Industrials
684
+ 6.8%
$136.59 - $217.51 $93.4K - $149K
10.7K $2.25M
HMC
Honda Motor CO LTD

Consumer Cyclical
14.9K
+ 24.02%
$25.0 - $30.93 $372K - $461K
76.9K $2.22M
RYAAY
Ryanair Holdings PLC

Industrials
7.88K
+ 155.24%
$39.21 - $57.84 $309K - $456K
13K $747K
CEG
Constellation Energy Corp

Utilities
926
+ 48.48%
$170.96 - $322.76 $158K - $299K
2.84K $915K
TT
Trane Technologies PLC

Industrials
845
+ 56.6%
$315.21 - $437.41 $266K - $370K
2.34K $1.02M
IWF
Ishares Russell 1000 Gr ETF

ETFs
832
+ 32.34%
$320.42 - $424.58 $267K - $353K
3.41K $1.45M
TJX
Tjx Companies Inc

Consumer Cyclical
3.92K
+ 20.48%
$119.13 - $135.03 $466K - $529K
23K $2.84M
GM
General Motors CO

Consumer Cyclical
9.25K
+ 33.74%
$42.48 - $50.46 $393K - $467K
36.7K $1.8M
MA
Mastercard Inc

Financial Services
392
+ 2.02%
$479.92 - $590.74 $188K - $232K
19.8K $11.1M
CACI
Caci International Inc

Technology
1.1K
+ 29.23%
N/A
4.86K $2.08M
HDB
Hdfc Bank LTD

Financial Services
5.08K
+ 65.82%
$63.78 - $77.48 $324K - $393K
12.8K $980K
RSP
Invesco S&P 500 Equal Weight E

ETFs
2.42K
+ 70.39%
$152.93 - $181.74 $369K - $439K
5.85K $1.06M
ICE
Intercontinental Exchange, Inc.

Financial Services
1.93K
+ 24.27%
$151.62 - $183.47 $293K - $354K
9.88K $1.81M
TG
Tredegar Corp

Industrials
44.2K
+ 112.85%
$6.61 - $8.83 $292K - $390K
83.4K $734K
AOA
Ishares Tr Core Aggressive All

ETFs
1.58K
+ 3.71%
$69.46 - $83.4 $110K - $132K
44.3K $3.7M
FOXA
Fox Corp

Communication Services
7.85K
+ 30.71%
$47.21 - $57.04 $371K - $448K
33.4K $1.87M
ITRN
Ituran Location & Control Ltd.

Technology
10.3K
+ 119.7%
$31.71 - $39.25 $327K - $404K
18.9K $732K
INVA
Innoviva, Inc.

Healthcare
13K
+ 17.01%
$17.1 - $21.8 $222K - $283K
89.4K $1.8M
INGR
Ingredion Inc

Consumer Defensive
2.97K
+ 15.6%
$123.22 - $140.95 $365K - $418K
22K $2.98M
DASH
Door Dash, Inc.

Communication Services
1.32K
+ 100.68%
$163.16 - $246.51 $216K - $326K
2.64K $650K
SANM
Sanmina Corp

Technology
2.18K
+ 24.37%
$67.3 - $98.07 $147K - $214K
11.1K $1.09M
VEU
Vanguard Ftse All World Ex Us

ETFs
362
+ 0.59%
$54.19 - $67.22 $19.6K - $24.3K
61.6K $4.14M
MDLZ
Mondelez International, Inc.

Consumer Defensive
6.23K
+ 15.21%
$63.54 - $68.5 $396K - $427K
47.2K $3.18M
WMB
Williams Companies, Inc.

Energy
5.61K
+ 35.59%
$54.33 - $62.87 $305K - $353K
21.4K $1.34M
CAE
Cae Inc

Industrials
4.01K
+ 6.65%
$21.06 - $29.27 $84.5K - $117K
64.3K $1.88M
WM
Waste Management Inc

Industrials
1.99K
+ 9.71%
$216.47 - $242.1 $430K - $481K
22.4K $5.14M
BH
Biglari Holdings Inc.

Consumer Cyclical
496
+ 15.26%
$202.02 - $294.43 $100K - $146K
3.75K $1.09M
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
7.27K
+ 11.56%
$49.57 - $50.27 $361K - $366K
70.2K $3.53M
IEF
Ishares Barclays

ETFs
3.44K
+ 2.38%
$93.15 - $96.56 $320K - $332K
148K $14.2M
SSNC
Ss&C Technologies Holdings Inc

Technology
4.69K
+ 77.07%
$71.96 - $83.42 $338K - $391K
10.8K $892K
AMAT
Applied Materials Inc

Technology
34
+ 0.35%
$126.95 - $183.52 $4.32K - $6.24K
9.87K $1.81M
EMR
Emerson Electric CO

Industrials
562
+ 4.48%
$94.15 - $133.33 $52.9K - $74.9K
13.1K $1.75M
XLF
Financial Sector Spdr

ETFs
6.48K
+ 73.68%
$43.92 - $52.37 $285K - $340K
15.3K $800K
KFY
Korn Ferry

Industrials
3.97K
+ 29.3%
$59.48 - $74.54 $236K - $296K
17.5K $1.28M
QCOM
Qualcomm Inc

Technology
1.56K
+ 7.61%
$124.66 - $159.48 $194K - $249K
22.1K $3.51M
BSX
Boston Scientific Corp

Healthcare
1.23K
+ 3.49%
$89.7 - $107.41 $110K - $132K
36.3K $3.9M
GBTC
Grayscale Bitcoin Trust (Btc)

ETFs
1.6K
+ 14.29%
$60.61 - $87.72 $96.9K - $140K
12.8K $1.09M
BK
Bank Of New York Mellon Corp

Financial Services
1.54K
+ 5.28%
$73.31 - $91.62 $113K - $141K
30.7K $2.8M
PLXS
Plexus Corp

Technology
2.44K
+ 109.82%
$110.95 - $136.15 $271K - $332K
4.66K $630K
AXON
Axon Enterprise, Inc.

Industrials
145
+ 20.66%
$497.13 - $827.94 $72.1K - $120K
847 $701K
CME
Cme Group Inc.

Financial Services
1K
+ 22.56%
$252.37 - $290.71 $253K - $292K
5.46K $1.5M
KKR
Kkr & Co. Inc.

Financial Services
1.83K
+ 41.66%
$92.79 - $134.29 $170K - $246K
6.24K $829K
ALSN
Allison Transmission Holdings Inc

Consumer Cyclical
3.55K
+ 14.43%
$84.41 - $106.28 $300K - $377K
28.2K $2.67M
ORLA
Orla Mining Ltd.

Basic Materials
30.6K
+ 173.97%
$8.21 - $12.35 $251K - $378K
48.2K $482K
DHR
Danaher Corp

Healthcare
1.86K
+ 28.72%
$174.64 - $205.16 $324K - $381K
8.33K $1.64M
WNEB
Western New England Bancorp, Inc.

Financial Services
34.3K
+ 332.2%
$7.84 - $9.64 $269K - $330K
44.6K $411K
RS
Reliance Steel & Aluminum CO

Basic Materials
658
+ 15.97%
$262.08 - $316.81 $172K - $208K
4.78K $1.5M
MCO
Moodys Corp

Financial Services
433
+ 17.66%
$396.7 - $501.59 $172K - $217K
2.89K $1.45M
Activity Summary
Buys All Purchases 637 New Holdings 129 Increased Positions 508 Sells All Sells 326 Reductions 326 Sold out 0 Options Calls 0 Puts 0
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