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
AZN
Astrazeneca PLC

Healthcare
8.22K
+ 10.88%
$64.87 - $75.0 $533K - $616K
83.7K $5.85M
LPX
Louisiana Pacific Corp

Industrials
4.32K
+ 35.06%
$81.16 - $95.48 $351K - $413K
16.7K $1.43M
CDNS
Cadence Design Systems Inc

Technology
481
+ 17.35%
$231.64 - $323.08 $111K - $155K
3.25K $1M
FLEX
Flex Ltd.

Technology
1.87K
+ 15.87%
$26.68 - $50.09 $49.8K - $93.6K
13.6K $680K
E
Eni Spa

Energy
8.34K
+ 64.81%
$25.19 - $32.93 $210K - $275K
21.2K $687K
USFD
Us Foods Holding Corp.

Consumer Defensive
3.18K
+ 88.13%
$60.47 - $79.12 $192K - $251K
6.78K $522K
FLS
Flowserve Corp

Industrials
4.98K
+ 76.44%
$39.49 - $53.64 $197K - $267K
11.5K $601K
CVS
Cvs Health Corp

Healthcare
3.86K
+ 35.03%
$60.04 - $70.18 $232K - $271K
14.9K $1.03M
SO
Southern CO

Utilities
3.07K
+ 18.06%
$84.91 - $92.56 $260K - $284K
20K $1.84M
NOC
Northrop Grumman Corp

Industrials
601
+ 33.5%
$456.3 - $540.39 $274K - $325K
2.4K $1.2M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
3.37K
+ 18.17%
$51.16 - $62.02 $172K - $209K
21.9K $1.36M
GFI
Gold Fields LTD

Basic Materials
9.96K
+ 38.43%
$19.94 - $25.71 $199K - $256K
35.9K $848K
NTES
Net Ease, Inc.

Communication Services
1.24K
+ 35.79%
$91.37 - $134.58 $113K - $167K
4.7K $632K
ADBE
Adobe Inc.

Technology
562
+ 3.39%
$340.0 - $420.68 $191K - $236K
17.1K $6.62M
VGT
Vanguard Information Technolog

ETFs
30
+ 1.48%
$470.37 - $663.28 $14.1K - $19.9K
2.05K $1.36M
GIB
Cgi Inc

Technology
1.38K
+ 6.06%
$96.47 - $109.59 $133K - $151K
24.2K $2.53M
JCI
Johnson Controls International PLC

Industrials
1.15K
+ 22.03%
$71.14 - $105.62 $81.7K - $121K
6.36K $671K
FSV
First Service Corp

Real Estate
1.28K
+ 59.12%
$158.93 - $179.74 $204K - $231K
3.46K $603K
LYV
Live Nation Entertainment, Inc.

Communication Services
838
+ 15.19%
$118.81 - $151.28 $99.6K - $127K
6.35K $961K
IBN
Icici Bank LTD

Financial Services
4.13K
+ 8.98%
$30.16 - $34.39 $125K - $142K
50.2K $1.69M
CASY
Caseys General Stores Inc

Consumer Cyclical
222
+ 13.87%
$415.82 - $510.91 $92.3K - $113K
1.82K $930K
LYB
Lyondell Basell Industries N.V.

Basic Materials
5.8K
+ 71.37%
$53.23 - $70.65 $308K - $409K
13.9K $805K
URI
United Rentals, Inc.

Industrials
37
+ 2.29%
$551.94 - $753.4 $20.4K - $27.9K
1.66K $1.25M
VGK
Vanguard Ftse Europe ETF Ftse

ETFs
72
+ 0.21%
$62.73 - $78.42 $4.52K - $5.65K
34.6K $2.68M
MT
Arcelor Mittal

Basic Materials
6.35K
+ 62.77%
$23.47 - $31.65 $149K - $201K
16.5K $520K
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
2.38K
+ 34.21%
$60.34 - $74.89 $144K - $179K
9.35K $700K
XLI
Industrial Sector Spdr

ETFs
1.23K
+ 45.44%
$116.42 - $147.52 $143K - $182K
3.94K $581K
EQL
Alps ETF Tr Equal Sector Weigh

ETFs
3.88K
+ 200.0%
$37.36 - $43.85 $145K - $170K
5.81K $254K
WELL
Welltower Inc.

Real Estate
1.44K
+ 26.21%
$136.49 - $155.22 $197K - $224K
6.93K $1.07M
AER
Aer Cap Holdings N.V.

Industrials
389
+ 3.33%
$88.97 - $117.24 $34.6K - $45.6K
12.1K $1.41M
CTSH
Cognizant Technology Solutions Corp

Technology
2.58K
+ 24.52%
$66.47 - $81.81 $172K - $211K
13.1K $1.02M
RUSHA
Rush Enterprises Inc Tx

Consumer Cyclical
4.28K
+ 96.62%
$47.79 - $56.03 $205K - $240K
8.72K $449K
HLN
Haleon PLC

Healthcare
20.2K
+ 43.91%
$9.27 - $11.41 $187K - $231K
66.2K $686K
VRSK
Verisk Analytics, Inc.

Industrials
545
+ 19.37%
$277.03 - $321.33 $151K - $175K
3.36K $1.05M
CB
Chubb LTD

Financial Services
1.05K
+ 13.44%
$274.32 - $302.46 $287K - $317K
8.84K $2.56M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
2.54K
+ 31.58%
$77.94 - $79.5 $198K - $202K
10.6K $841K
IWB
Ishares Tr Russell 1000 ETF

ETFs
483
+ 39.01%
$272.36 - $339.57 $132K - $164K
1.72K $584K
UGP
Ultrapar Holdings Inc

Energy
56.4K
+ 56.65%
$2.76 - $3.28 $156K - $185K
156K $511K
FAST
Fastenal CO

Industrials
24.7K
+ 105.26%
$40.65 - $83.16 $1M - $2.05M
48.2K $2.02M
CI
Cigna Corp

Healthcare
580
+ 12.72%
$301.89 - $340.04 $175K - $197K
5.14K $1.7M
CMPO
Compo Secure, Inc.

Industrials
4.69K
+ 11.48%
$9.65 - $14.46 $45.2K - $67.7K
45.5K $641K
NSC
Norfolk Southern Corp

Industrials
273
+ 4.13%
$206.34 - $257.46 $56.3K - $70.3K
6.89K $1.76M
EE
Excelerate Energy, Inc.

Utilities
6.05K
+ 20.35%
$24.7 - $31.83 $150K - $193K
35.8K $1.05M
PHG
Koninklijke Philips Nv

Healthcare
8.65K
+ 97.46%
$21.67 - $25.64 $187K - $222K
17.5K $420K
INFY
Infosys LTD

Technology
9.87K
+ 25.28%
$16.14 - $18.75 $159K - $185K
48.9K $905K
SE
Sea LTD

Consumer Cyclical
16
+ 0.25%
$105.57 - $170.4 $1.69K - $2.73K
6.46K $1.03M
FRD
Friedman Industries Inc

Basic Materials
10.3K
+ 92.29%
$13.71 - $17.55 $141K - $180K
21.4K $353K
YY
Joyy Inc.

Communication Services
5.8K
+ 10.43%
$38.14 - $42.3 $221K - $245K
61.4K $2.52M
DUK
Duke Energy Corp

Utilities
1.92K
+ 18.26%
$112.46 - $124.05 $215K - $238K
12.4K $1.46M
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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