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
IBKR
Interactive Brokers Group, Inc.

Financial Services
79
+ 4.14%
$161.03 - $235.53 $12.7K - $18.6K
1.99K $329K
DHI
Horton D R Inc

Consumer Cyclical
129
+ 6.47%
$125.29 - $147.65 $16.2K - $19K
2.12K $270K
BX
Blackstone Inc.

Financial Services
2.21K
+ 22.57%
$136.53 - $186.74 $301K - $412K
12K $1.67M
REGN
Regeneron Pharmaceuticals, Inc.

Healthcare
35
+ 7.76%
$634.14 - $744.83 $22.2K - $26.1K
486 $308K
HLI
Houlihan Lokey, Inc.

Financial Services
5
+ 0.36%
$154.43 - $187.4 $772 - $937
1.39K $225K
RL
Ralph Lauren Corp

Consumer Cyclical
223
+ 3.3%
$215.68 - $286.74 $48.1K - $63.9K
6.97K $1.54M
RRX
Regal Rexnord Corp

Industrials
363
+ 22.46%
$113.85 - $167.1 $41.3K - $60.7K
1.98K $225K
JBL
Jabil Inc

Technology
683
+ 4.52%
$130.51 - $173.33 $89.1K - $118K
15.8K $2.15M
FLEX
Flex Ltd.

Technology
914
+ 8.42%
$32.92 - $44.46 $30.1K - $40.6K
11.8K $389K
VOT
Vanguard Mid Cap Growth Index

ETFs
1
+ 0.03%
$237.72 - $276.98 $238 - $277
3.13K $764K
GS
Goldman Sachs Group Inc

Financial Services
319
+ 4.07%
$524.81 - $672.19 $167K - $214K
8.15K $4.45M
SCSC
Scansource, Inc.

Technology
5.01K
+ 33.36%
$34.01 - $51.68 $170K - $259K
20K $680K
SCHB
Schwab Strategic Tr Us Broad M

ETFs
2.43K
+ 3.6%
$21.23 - $23.75 $51.6K - $57.7K
69.9K $1.5M
DHR
Danaher Corp

Healthcare
522
+ 8.78%
$201.62 - $250.59 $105K - $131K
6.47K $1.33M
VBK
Vanguard Small Cap Growth ETF

ETFs
28
+ 1.5%
$247.97 - $296.33 $6.94K - $8.3K
1.9K $479K
NXPI
Nxp Semiconductors N.V.

Technology
125
+ 3.29%
$189.99 - $245.86 $23.7K - $30.7K
3.92K $744K
RPM
Rpm International Inc

Basic Materials
175
+ 1.93%
$114.03 - $128.31 $20K - $22.5K
9.24K $1.07M
EQIX
Equinix Inc

Real Estate
45
+ 6.71%
$803.0 - $959.97 $36.1K - $43.2K
716 $583K
HMC
Honda Motor CO LTD

Consumer Cyclical
1.35K
+ 2.22%
$26.9 - $30.41 $36.3K - $41K
62K $1.68M
CW
Curtiss Wright Corp

Industrials
284
+ 7.62%
$304.82 - $384.07 $86.6K - $109K
4.01K $1.27M
CNK
Cinemark Holdings, Inc.

Communication Services
6.75K
+ 18.77%
$23.74 - $33.06 $160K - $223K
42.7K $1.06M
AN
Autonation, Inc.

Consumer Cyclical
144
+ 1.47%
$156.67 - $195.15 $22.6K - $28.1K
9.96K $1.61M
OMC
Omnicom Group Inc.

Communication Services
14
+ 0.08%
$79.43 - $88.34 $1.11K - $1.24K
18.4K $1.53M
CCJ
Cameco Corp

Energy
194
+ 2.99%
$40.64 - $56.86 $7.88K - $11K
6.68K $275K
JHX
James Hardie Industries PLC

Basic Materials
130
+ 1.45%
$23.56 - $34.63 $3.06K - $4.5K
9.08K $213K
AMP
Ameriprise Financial Inc

Financial Services
22
+ 1.27%
$472.29 - $575.13 $10.4K - $12.7K
1.76K $852K
EMR
Emerson Electric CO

Industrials
837
+ 7.16%
$108.64 - $131.17 $90.9K - $110K
12.5K $1.37M
DAL
Delta Air Lines, Inc.

Industrials
1.37K
+ 15.72%
$43.6 - $69.06 $59.8K - $94.7K
10.1K $439K
AIT
Applied Industrial Technologies Inc

Industrials
533
+ 3.57%
$218.93 - $269.18 $117K - $143K
15.5K $3.49M
TKC
Turkcell Iletisim Hizmetleri A S

Communication Services
1.39K
+ 0.39%
$5.83 - $7.58 $8.09K - $10.5K
353K $2.2M
COIN
Coinbase Global, Inc.

Technology
45
+ 3.02%
$172.23 - $301.3 $7.75K - $13.6K
1.53K $264K
XLK
Technology Sector Spdr

ETFs
120
+ 2.38%
$206.38 - $242.18 $24.8K - $29.1K
5.17K $1.07M
HD
Home Depot, Inc.

Consumer Cyclical
1.01K
+ 4.66%
$347.25 - $424.87 $351K - $429K
22.7K $8.32M
KEQU
Kewaunee Scientific Corp

Consumer Cyclical
5.33K
+ 42.24%
$39.38 - $68.7 $210K - $366K
17.9K $706K
AYI
Acuity Brands Inc

Industrials
117
+ 2.16%
$257.8 - $337.07 $30.2K - $39.4K
5.53K $1.46M
AMAT
Applied Materials Inc

Technology
281
+ 2.94%
$145.06 - $195.51 $40.8K - $54.9K
9.84K $1.43M
MAR
Marriott International Inc

Consumer Cyclical
8
+ 0.25%
$237.01 - $304.45 $1.9K - $2.44K
3.23K $769K
IX
Orix Corp

Financial Services
65.8K
+ 372.9%
$20.44 - $107.42 $1.34M - $7.07M
83.4K $1.74M
VB
Vanguard Small Cap ETF

ETFs
92
+ 1.04%
$217.89 - $252.64 $20K - $23.2K
8.93K $1.98M
IT
Gartner Inc

Technology
12
+ 0.51%
$418.25 - $548.38 $5.02K - $6.58K
2.35K $984K
CVLG
Covenant Logistics Group, Inc.

Industrials
15.2K
+ 98.6%
$22.2 - $29.12 $337K - $442K
30.6K $678K
BBW
Build A Bear Workshop Inc

Consumer Cyclical
489
+ 2.37%
$35.19 - $46.6 $17.2K - $22.8K
21.1K $785K
USB
Us Bancorp \De\

Financial Services
3.25K
+ 5.99%
$40.92 - $50.9 $133K - $165K
57.5K $2.43M
AXP
American Express CO

Financial Services
206
+ 2.21%
$255.39 - $325.87 $52.6K - $67.1K
9.52K $2.56M
DIS
Walt Disney CO

Communication Services
887
+ 3.84%
$96.87 - $114.0 $85.9K - $101K
24K $2.37M
MS
Morgan Stanley

Financial Services
498
+ 1.7%
$111.68 - $141.08 $55.6K - $70.3K
29.8K $3.47M
CSX
Csx Corp

Industrials
1.52K
+ 1.65%
$29.11 - $33.67 $44.3K - $51.2K
93.5K $2.75M
MLI
Mueller Industries Inc

Industrials
58
+ 0.08%
$76.14 - $82.67 $4.42K - $4.79K
68.4K $5.21M
GDDY
Go Daddy Inc.

Technology
39
+ 0.29%
$172.13 - $214.35 $6.71K - $8.36K
13.5K $2.42M
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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