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
CBOE
Cboe Global Markets, Inc.

Financial Services
275
+ 4.92%
$205.81 - $234.23 $56.6K - $64.4K
5.87K $1.37M
TFC
Truist Financial Corp

Financial Services
2.12K
+ 31.49%
$34.79 - $42.99 $73.8K - $91.2K
8.86K $380K
FHN
First Horizon Corp

Financial Services
3.39K
+ 19.37%
$16.21 - $21.2 $54.9K - $71.8K
20.9K $442K
FISV
Fiserv Inc

Technology
810
+ 11.69%
N/A
7.74K $968K
NKE
Nike, Inc.

Consumer Cyclical
453
+ 5.07%
$53.27 - $72.04 $24.1K - $32.6K
9.39K $667K
ABC
Amerisourcebergen Corp

Healthcare
540
+ 4.42%
N/A
12.8K $2.36M
ECL
Ecolab Inc.

Basic Materials
277
+ 17.77%
$225.65 - $270.95 $62.5K - $75.1K
1.84K $494K
IJJ
Ishares S&P Midcap 400 Value E

ETFs
724
+ 43.04%
$103.88 - $123.68 $75.2K - $89.5K
2.41K $297K
UPS
United Parcel Service Inc

Industrials
1.36K
+ 29.99%
$91.92 - $110.2 $125K - $150K
5.89K $594K
QQQM
Invesco Exchange Traded Fd Tr

ETFs
25
+ 1.02%
$171.4 - $227.1 $4.29K - $5.68K
2.48K $563K
EQIX
Equinix Inc

Real Estate
127
+ 17.74%
$740.07 - $914.43 $94K - $116K
843 $670K
LNT
Alliant Energy Corp

Utilities
1.72K
+ 35.78%
$58.79 - $64.85 $101K - $111K
6.52K $394K
BLD
Top Build Corp

Industrials
170
+ 11.01%
$275.93 - $326.59 $46.9K - $55.5K
1.71K $554K
EPSN
Epsilon Energy Ltd.

Energy
10.3K
+ 48.29%
$6.12 - $8.39 $63.2K - $86.6K
31.7K $233K
RAIL
Freight Car America, Inc.

Industrials
5.79K
+ 54.65%
$4.45 - $8.95 $25.8K - $51.8K
16.4K $141K
NGG
National Grid PLC

Utilities
52
+ 0.58%
$62.74 - $74.79 $3.26K - $3.89K
8.97K $667K
ADEA
Adeia Inc.

Technology
5.03K
+ 38.04%
$11.23 - $14.24 $56.4K - $71.6K
18.2K $257K
CARR
Carrier Global Corp

Industrials
571
+ 14.39%
$55.55 - $75.83 $31.7K - $43.3K
4.54K $332K
CRUS
Cirrus Logic, Inc.

Technology
486
+ 7.85%
$77.43 - $107.58 $37.6K - $52.3K
6.68K $696K
MGK
Vanguard Mega Cap Growth ETF

ETFs
87
+ 10.92%
$273.67 - $366.17 $23.8K - $31.9K
884 $323K
LHX
L3 Harris Technologies, Inc.

Industrials
65
+ 4.37%
$200.21 - $256.99 $13K - $16.7K
1.55K $389K
ZTS
Zoetis Inc.

Healthcare
1.66K
+ 7.9%
$144.41 - $170.3 $240K - $283K
22.7K $3.54M
FMS
Fresenius Medical Care Ag & Co. K Ga A

Healthcare
237
+ 1.27%
$22.56 - $29.85 $5.35K - $7.07K
18.9K $541K
SCHX
Schwab Strategic Tr Us Large C

ETFs
1.9K
+ 15.8%
$19.6 - $24.44 $37.2K - $46.4K
13.9K $339K
GIFI
Gulf Island Fabrication Inc

Industrials
10.2K
+ 26.79%
$5.81 - $7.19 $59.4K - $73.5K
48.4K $321K
DHX
Dhi Group, Inc.

Industrials
10.3K
+ 38.14%
$1.21 - $2.97 $12.4K - $30.5K
37.3K $110K
ABNB
Airbnb, Inc.

Consumer Cyclical
22
+ 0.41%
$105.69 - $140.64 $2.33K - $3.09K
5.35K $708K
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
473
+ 9.62%
$121.58 - $136.74 $57.5K - $64.7K
5.39K $731K
SOI
Solaris Oilfield Infrastructure, Inc.

Energy
5.25K
+ 4.11%
N/A
133K $1.79M
CHK
Chesapeake Energy Corp

Energy
812
+ 35.32%
N/A
3.11K $266K
STT
State Street Corp

Financial Services
20
+ 0.54%
$75.33 - $106.34 $1.51K - $2.13K
3.73K $396K
QUAL
Ishares Msci Usa Quality Facto

ETFs
228
+ 12.56%
$152.42 - $182.82 $34.8K - $41.7K
2.04K $373K
SELF
Global Self Storage, Inc.

Real Estate
11.1K
+ 103.41%
$4.8 - $5.76 $53.3K - $64K
21.9K $116K
APD
Air Products & Chemicals, Inc.

Basic Materials
286
+ 17.84%
$248.61 - $294.96 $71.1K - $84.4K
1.89K $532K
UMC
United Microelectronics Corp

Technology
2.02K
+ 2.36%
$6.12 - $8.32 $12.4K - $16.8K
87.7K $670K
RF
Regions Financial Corp

Financial Services
1.09K
+ 6.18%
$18.34 - $23.52 $20K - $25.6K
18.7K $440K
PGR
Progressive Corp

Financial Services
703
+ 8.65%
$255.27 - $288.74 $179K - $203K
8.83K $2.36M
VALE
Vale S.A.

Basic Materials
14K
+ 4.66%
$8.26 - $10.1 $116K - $142K
315K $3.06M
UTHR
United Therapeutics Corp

Healthcare
250
+ 30.3%
$276.47 - $328.4 $69.1K - $82.1K
1.08K $308K
NOK
Nokia Corp

Technology
10.7K
+ 23.78%
$4.65 - $5.43 $49.9K - $58.2K
55.8K $289K
BRO
Brown & Brown, Inc.

Financial Services
686
+ 33.43%
$104.48 - $124.43 $71.7K - $85.4K
2.74K $303K
ITT
Itt Inc.

Industrials
10
+ 0.59%
$112.67 - $157.95 $1.13K - $1.58K
1.71K $267K
MKL
Markel Corp

Financial Services
1
+ 0.3%
$1678.5 - $1997.36 $1.68K - $2K
338 $675K
PSA
Public Storage

Real Estate
306
+ 3.77%
$266.31 - $309.77 $81.5K - $94.8K
8.43K $2.47M
MSCI
Msci Inc.

Financial Services
55
+ 6.77%
$506.56 - $576.74 $27.9K - $31.7K
867 $500K
CLPR
Clipper Realty Inc.

Real Estate
14.4K
+ 21.56%
$3.48 - $4.2 $50.1K - $60.4K
81.1K $297K
DRI
Darden Restaurants Inc

Consumer Cyclical
73
+ 3.42%
$186.58 - $225.78 $13.6K - $16.5K
2.21K $481K
UBSI
United Bankshares Inc

Financial Services
754
+ 12.84%
$31.5 - $37.32 $23.8K - $28.1K
6.62K $241K
PAYX
Paychex Inc

Industrials
1.6K
+ 7.2%
$137.01 - $159.78 $220K - $256K
23.9K $3.47M
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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