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
CRM
Salesforce, Inc.

Technology
440
+ 3.11%
$236.26 - $291.15 $104K - $128K
14.6K $3.97M
MFIN
Medallion Financial Corp

Financial Services
13.5K
+ 21.65%
$8.11 - $9.65 $109K - $130K
75.9K $723K
NEE
Nextera Energy Inc

Utilities
3.26K
+ 10.24%
$64.11 - $75.0 $209K - $244K
35K $2.43M
JOET
Virtus ETF Tr Ii Virtus Terran

ETFs
3.25K
+ 36.11%
$32.81 - $40.9 $107K - $133K
12.3K $501K
HMY
Harmony Gold Mining CO LTD

Basic Materials
21.9K
+ 12.88%
$12.96 - $17.99 $283K - $393K
192K $2.68M
CNI
Canadian National Railway CO

Industrials
883
+ 8.06%
$92.66 - $108.13 $81.8K - $95.5K
11.8K $1.23M
RCMT
Rcm Technologies, Inc.

Industrials
2.95K
+ 25.97%
$15.15 - $23.57 $44.7K - $69.5K
14.3K $337K
SBAC
Sba Communications Corp

Real Estate
104
+ 1.16%
$208.57 - $243.4 $21.7K - $25.3K
9.06K $2.13M
DAL
Delta Air Lines, Inc.

Industrials
2.04K
+ 20.24%
$35.88 - $52.99 $73.3K - $108K
12.1K $596K
XLU
Utilities Sector Spdr

ETFs
1.78K
+ 67.01%
$73.09 - $82.77 $130K - $147K
4.43K $362K
NEU
Newmarket Corp

Basic Materials
26
+ 2.4%
$519.95 - $690.86 $13.5K - $18K
1.11K $766K
VDC
Vanguard Consumer Staples ETF

ETFs
673
+ 55.21%
$204.89 - $224.73 $138K - $151K
1.89K $414K
CL
Colgate Palmolive CO

Consumer Defensive
3.54K
+ 5.75%
$87.57 - $96.0 $310K - $340K
65.2K $5.92M
G
Genpact LTD

Technology
4.49K
+ 59.21%
$40.65 - $50.56 $182K - $227K
12.1K $530K
TD
Toronto Dominion Bank

Financial Services
700
+ 9.78%
$55.71 - $73.45 $39K - $51.4K
7.85K $576K
VO
Vanguard Mid Cap ETF

ETFs
84
+ 1.55%
$228.54 - $279.83 $19.2K - $23.5K
5.5K $1.54M
KTB
Kontoor Brands, Inc.

Consumer Cyclical
1.93K
+ 18.64%
$52.22 - $73.66 $101K - $142K
12.3K $809K
IVW
Ishares S&P 500 Growth ETF

ETFs
485
+ 9.11%
$82.96 - $110.1 $40.2K - $53.4K
5.81K $639K
IBKR
Interactive Brokers Group, Inc.

Financial Services
6.57K
+ 330.45%
$50.53 - $212.53 $332K - $1.4M
8.55K $473K
PAC
Pacific Airport Group

Industrials
3
+ 0.1%
$175.11 - $238.95 $525 - $717
3.03K $695K
NTGR
Netgear, Inc.

Technology
1.37K
+ 6.78%
$19.97 - $31.25 $27.4K - $42.8K
21.6K $627K
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
1.32K
+ 13.29%
$45.98 - $56.15 $60.7K - $74.1K
11.3K $631K
CBAN
Colony Bankcorp Inc

Financial Services
7.38K
+ 22.89%
$14.01 - $16.7 $103K - $123K
39.6K $652K
FTNT
Fortinet, Inc.

Technology
623
+ 9.17%
$84.71 - $108.69 $52.8K - $67.7K
7.42K $784K
AMP
Ameriprise Financial Inc

Financial Services
82
+ 4.66%
$422.19 - $533.73 $34.6K - $43.8K
1.84K $983K
PKG
Packaging Corp Of America

Consumer Cyclical
964
+ 18.0%
$175.97 - $201.36 $170K - $194K
6.32K $1.19M
IXUS
Ishares Tr

ETFs
868
+ 10.2%
$62.37 - $77.63 $54.1K - $67.4K
9.38K $724K
HBB
Hamilton Beach Brands Holding CO

Consumer Cyclical
8.8K
+ 49.24%
$13.93 - $20.34 $123K - $179K
26.7K $477K
XLV
Select Sector Spdr Fund Health

ETFs
1.15K
+ 37.84%
$128.77 - $144.3 $148K - $166K
4.2K $566K
EQH
Equitable Holdings, Inc.

Financial Services
16
+ 0.05%
$43.98 - $56.1 $704 - $898
30.8K $1.73M
EFA
Ishares Tr Msci Eafe ETF

ETFs
1.04K
+ 26.84%
$72.96 - $90.39 $75.7K - $93.7K
4.9K $438K
AIT
Applied Industrial Technologies Inc

Industrials
53
+ 0.34%
$206.03 - $243.28 $10.9K - $12.9K
15.5K $3.61M
LPLA
Lpl Financial Holdings Inc.

Financial Services
5
+ 0.2%
$283.31 - $388.96 $1.42K - $1.94K
2.48K $930K
TZOO
Travelzoo

Communication Services
16.1K
+ 34.79%
N/A
62.4K $467K
MAR
Marriott International Inc

Consumer Cyclical
24
+ 0.74%
$211.12 - $274.14 $5.07K - $6.58K
3.25K $889K
MCD
Mcdonalds Corp

Consumer Cyclical
1.34K
+ 9.94%
$285.55 - $321.23 $384K - $432K
14.9K $4.34M
TDG
Trans Digm Group Inc

Industrials
55
+ 21.07%
$1231.75 - $1520.64 $67.7K - $83.6K
316 $480K
AXR
Amrep Corp.

Real Estate
5.14K
+ 42.06%
$18.35 - $24.55 $94.4K - $126K
17.4K $363K
AEP
American Electric Power CO Inc

Utilities
1.26K
+ 52.59%
$98.59 - $109.11 $124K - $137K
3.66K $379K
APO
Apollo Global Management, Inc.

Financial Services
718
+ 26.5%
$108.68 - $145.07 $78K - $104K
3.43K $486K
TXN
Texas Instruments Inc

Technology
582
+ 6.21%
N/A
9.95K $1.94M
VOOG
Vanguard S&P 500 Growth ETF

ETFs
80
+ 6.15%
$299.15 - $396.54 $23.9K - $31.7K
1.38K $547K
SCHG
Schwab Strategic Tr Us Large C

ETFs
741
+ 3.48%
$22.27 - $29.21 $16.5K - $21.6K
22.1K $644K
SHG
Shinhan Financial Group CO LTD

Financial Services
3.19K
+ 4.69%
N/A
71.1K $2.46M
SU
Suncor Energy Inc

Energy
5.57K
+ 7.08%
$31.54 - $41.04 $176K - $229K
84.3K $3.16M
XLY
Select Sector Spdr Consumer Di

ETFs
397
+ 36.62%
$176.34 - $218.59 $70K - $86.8K
1.48K $321K
IDEV
Ishares Core Msci Intl Develop

ETFs
599
+ 7.07%
$61.79 - $76.67 $37K - $45.9K
9.07K $689K
UL
Unilever PLC

Consumer Defensive
770
+ 2.14%
$57.9 - $65.43 $44.6K - $50.4K
36.7K $2.25M
ED
Consolidated Edison Inc

Utilities
1.25K
+ 60.83%
$98.05 - $113.3 $122K - $141K
3.3K $330K
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
Track This Portfolio

Track Ritholtz Wealth Management Portfolio

Follow Ritholtz Wealth Management and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Ritholtz Wealth Management, based on Form 13F filings with the SEC.

News

Stay updated on Ritholtz Wealth Management with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email