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
ESGE
Ishares, Inc. Ishares Esg Awar

ETFs
269
+ 2.53%
$32.74 - $36.2 $8.81K - $9.74K
10.9K $381K
BR
Broadridge Financial Solutions, Inc.

Technology
8
+ 0.54%
$221.46 - $244.83 $1.77K - $1.96K
1.5K $362K
SNA
Snap On Inc

Industrials
85
+ 8.31%
$324.09 - $358.62 $27.5K - $30.5K
1.11K $373K
EFA
Ishares Tr Msci Eafe ETF

ETFs
21
+ 0.55%
$74.85 - $84.89 $1.57K - $1.78K
3.86K $315K
TT
Trane Technologies PLC

Industrials
196
+ 15.11%
$332.0 - $400.86 $65.1K - $78.6K
1.49K $503K
QUAL
Ishares Msci Usa Quality Facto

ETFs
184
+ 11.27%
$168.16 - $186.21 $30.9K - $34.3K
1.82K $310K
APH
Amphenol Corp

Technology
750
+ 9.3%
$61.62 - $78.55 $46.2K - $58.9K
8.81K $577K
PKG
Packaging Corp Of America

Consumer Cyclical
718
+ 15.48%
$192.03 - $242.13 $138K - $174K
5.36K $1.06M
MUSA
Murphy Usa Inc.

Consumer Cyclical
103
+ 10.59%
$435.02 - $515.95 $44.8K - $53.1K
1.08K $505K
ISRG
Intuitive Surgical Inc

Healthcare
273
+ 6.11%
$476.63 - $610.45 $130K - $167K
4.74K $2.35M
XLI
Industrial Sector Spdr

ETFs
122
+ 4.72%
$128.78 - $141.67 $15.7K - $17.3K
2.71K $352K
QUAD
Quad/Graphics, Inc.

Industrials
13.8K
+ 32.77%
$5.45 - $7.93 $75.1K - $109K
55.8K $304K
SCHX
Schwab Strategic Tr Us Large C

ETFs
1.12K
+ 10.28%
$21.75 - $24.28 $24.3K - $27.2K
12K $263K
NSIT
Insight Enterprises Inc

Technology
174
+ 2.23%
$149.36 - $174.13 $26K - $30.3K
7.98K $1.2M
ODC
Oil Dri Corp Of America

Basic Materials
3.22K
+ 96.72%
$41.1 - $87.55 $132K - $282K
6.55K $300K
ADI
Analog Devices Inc

Technology
379
+ 6.08%
$201.56 - $243.82 $76.4K - $92.4K
6.61K $1.33M
SF
Stifel Financial Corp

Financial Services
406
+ 14.97%
$91.62 - $117.6 $37.2K - $47.7K
3.12K $293K
FRD
Friedman Industries Inc

Basic Materials
573
+ 5.44%
$13.95 - $17.5 $7.99K - $10K
11.1K $165K
JEPI
J P Morgan Exchange Traded Fd

ETFs
192
+ 2.51%
$56.17 - $59.71 $10.8K - $11.5K
7.83K $443K
AXON
Axon Enterprise, Inc.

Industrials
86
+ 13.96%
$496.65 - $710.01 $42.7K - $61.1K
702 $369K
MFIN
Medallion Financial Corp

Financial Services
4.78K
+ 8.3%
$7.97 - $9.61 $38.1K - $46K
62.4K $543K
PHG
Koninklijke Philips Nv

Healthcare
54
+ 0.61%
$24.92 - $28.61 $1.35K - $1.54K
8.88K $225K
DFS
Discover Financial Services

Financial Services
64
+ 1.8%
$152.99 - $203.25 $9.79K - $13K
3.63K $619K
LPLA
Lpl Financial Holdings Inc.

Financial Services
1
+ 0.04%
$308.87 - $383.33 $309 - $383
2.48K $809K
WAT
Waters Corp

Healthcare
7
+ 1.13%
$362.16 - $417.28 $2.54K - $2.92K
626 $230K
Diebold Nixdorf Inc
6.78K
+ 96.35%
N/A
13.8K $0
Fidelity Wise Origin Bitcoin
644
+ 17.72%
N/A
4.28K $0
Labcorp Holdings Inc
493
+ 40.24%
N/A
1.72K $0
Linde PLC
641
+ 13.82%
N/A
5.28K $0
Brookfield Corp
7.39K
+ 17.8%
N/A
48.9K $0
Natwest Group PLC
15.5K
+ 7.6%
N/A
220K $0
Bunge Global Sa
644
+ 19.25%
N/A
3.99K $0
PCAR
Paccar Inc

Industrials
524
+ 6.94%
$96.91 - $112.51 $50.8K - $59K
8.07K $785K
Arm Holdings PLC
473
+ 24.84%
N/A
2.38K $0
Annaly Capital Management In
2.73K
+ 12.98%
N/A
23.7K $0
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
1.66K
+ 20.06%
$47.79 - $59.89 $79.3K - $99.4K
9.93K $498K
Acres Commercial Realty Corp
4.36K
+ 16.83%
N/A
30.3K $0
ABNB
Airbnb, Inc.

Consumer Cyclical
484
+ 9.99%
$119.38 - $161.42 $57.8K - $78.1K
5.33K $636K
Ge Vernova Inc
716
+ 17.72%
N/A
4.76K $0
Rb Global Inc
4.32K
+ 65.19%
N/A
11K $0
Pro Dex Inc Colo
3.71K
+ 30.34%
N/A
15.9K $0
Priority Technology Hldgs In
34.9K
+ 140.86%
N/A
59.7K $0
CRDA
Crawford & CO Class A

ETFs
19.5K
+ 50.74%
N/A
57.9K $0
Crane Company
395
+ 6.04%
N/A
6.93K $0
Bk Technologies Corporation
9.74K
+ 68.44%
N/A
24K $0
USRT
Ishares Core U.S. Reit ETF

ETFs
19
+ 0.36%
$55.14 - $60.29 $1.05K - $1.15K
5.36K $305K
MRCC
Monroe Capital Corp

Financial Services
3.14K
+ 8.51%
$7.61 - $8.81 $23.9K - $27.7K
40K $312K
IJJ
Ishares S&P Midcap 400 Value E

ETFs
64
+ 3.96%
$117.4 - $131.02 $7.51K - $8.39K
1.68K $200K
GIB
Cgi Inc

Technology
1.92K
+ 9.2%
$98.12 - $122.43 $188K - $235K
22.8K $2.28M
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
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