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
STE
Steris PLC

Healthcare
19
+ 0.84%
$208.55 - $252.55 $3.96K - $4.8K
2.28K $548K
IBDW
Ishares Tr Ibonds Dec 2031 Ter
1.45K
+ 12.89%
$20.23 - $21.04 $29.3K - $30.5K
12.7K $267K
SLB
Schlumberger Limited

Energy
7.77K
+ 27.17%
$31.95 - $42.2 $248K - $328K
36.4K $1.23M
WRB
Berkley W R Corp

Financial Services
173
+ 2.11%
$64.28 - $75.17 $11.1K - $13K
8.39K $616K
KMI
Kinder Morgan, Inc.

Energy
180
+ 0.62%
$25.21 - $29.4 $4.54K - $5.29K
29.4K $864K
SNA
Snap On Inc

Industrials
180
+ 16.25%
$292.36 - $342.2 $52.6K - $61.6K
1.29K $400K
SPMD
Spdr Portfolio

ETFs
172
+ 3.46%
$44.89 - $54.38 $7.72K - $9.35K
5.14K $279K
HSY
Hershey CO

Consumer Defensive
219
+ 11.14%
$151.29 - $173.13 $33.1K - $37.9K
2.19K $362K
TIP
Ishares Tr Tips Bd ETF

ETFs
253
+ 11.47%
$107.93 - $110.97 $27.3K - $28.1K
2.46K $270K
ROP
Roper Technologies Inc

Industrials
65
+ 11.71%
$519.19 - $590.78 $33.7K - $38.4K
620 $351K
TAK
Takeda Pharmaceutical CO LTD

Healthcare
499
+ 2.15%
$13.71 - $15.46 $6.84K - $7.71K
23.7K $367K
DDWM
Wisdomtree Tr Currency Hedged

ETFs
96
+ 1.42%
$32.86 - $40.05 $3.15K - $3.84K
6.88K $272K
TAP
Molson Coors Beverage CO

Consumer Defensive
1.42K
+ 39.17%
$47.24 - $62.46 $66.9K - $88.4K
5.03K $241K
SMMD
Ishares Tr Russell 2500 ETF

ETFs
11
+ 0.34%
$54.81 - $67.78 $603 - $746
3.29K $222K
NMR
Nomura Holdings Inc

Financial Services
513
+ 1.51%
$4.95 - $6.6 $2.54K - $3.39K
34.4K $226K
DSGX
Descartes Systems Group Inc

Technology
125
+ 1.95%
$94.15 - $116.93 $11.8K - $14.6K
6.54K $664K
SCI
Service Corp International

Consumer Cyclical
47
+ 0.47%
$73.58 - $81.65 $3.46K - $3.84K
10K $815K
JKHY
Henry Jack & Associates Inc

Technology
129
+ 3.8%
$163.54 - $186.02 $21.1K - $24K
3.52K $634K
USIO
Usio, Inc.

Technology
8.44K
+ 36.82%
$1.27 - $1.64 $10.7K - $13.8K
31.4K $47K
BWEN
Broadwind, Inc.

Industrials
2.54K
+ 9.33%
$1.47 - $1.96 $3.73K - $4.98K
29.7K $53K
AWR
American States Water CO

Utilities
296
+ 6.58%
$75.1 - $81.3 $22.2K - $24.1K
4.79K $367K
EXLS
Exl Service Holdings, Inc.

Technology
882
+ 12.46%
$41.85 - $48.48 $36.9K - $42.8K
7.96K $348K
VIG
Vanguard Dividend Appreciation

ETFs
68
+ 0.52%
N/A
13.2K $2.4M
F
Ford Motor CO

Consumer Cyclical
325
+ 2.79%
$8.69 - $10.85 $2.82K - $3.53K
12K $129K
AJG
Arthur J. Gallagher & Co.

Financial Services
747
+ 8.22%
$310.86 - $348.77 $232K - $261K
9.84K $3.15M
JEF
Jefferies Financial Group Inc.

Financial Services
89
+ 1.98%
$41.06 - $56.09 $3.65K - $4.99K
4.58K $250K
QSR
Restaurant Brands International Inc.

Consumer Cyclical
174
+ 3.62%
$60.03 - $72.0 $10.4K - $12.5K
4.98K $330K
FINV
Fin Volution Group

Financial Services
1.21K
+ 7.55%
$7.03 - $10.11 $8.47K - $12.2K
17.2K $162K
TEF
Telefonica S A

Communication Services
309
+ 2.89%
$4.37 - $5.39 $1.35K - $1.67K
11K $57K
NI
Nisource Inc.

Utilities
138
+ 2.55%
$37.11 - $40.64 $5.12K - $5.61K
5.55K $223K
SRTS
Sensus Healthcare, Inc.

Healthcare
1.01K
+ 5.78%
$4.07 - $5.13 $4.11K - $5.19K
18.5K $87K
DPZ
Dominos Pizza Inc

Consumer Cyclical
56
+ 2.44%
$430.72 - $497.52 $24.1K - $27.9K
2.36K $1.06M
KIM
Kimco Realty Corp

Real Estate
394
+ 3.18%
$18.7 - $21.69 $7.37K - $8.55K
12.8K $268K
INTC
Intel Corp

Technology
554
+ 2.14%
$18.13 - $22.69 $10K - $12.6K
26.5K $593K
Lam Research Corp
24
+ 0.09%
N/A
25.4K $0
Anglogold Ashanti PLC
3.39K
+ 53.02%
N/A
9.79K $0
Ge Vernova Inc
789
+ 16.59%
N/A
5.55K $0
Linde PLC
619
+ 11.73%
N/A
5.9K $0
Franklin Wireless Corp
17.5K
+ 100.98%
N/A
34.8K $0
Priority Technology Hldgs In
175
+ 0.29%
N/A
59.9K $0
Flutter Entmt PLC
184
+ 11.04%
N/A
1.85K $0
Pro Dex Inc Colo
5.16K
+ 32.35%
N/A
21.1K $0
Labcorp Holdings Inc
620
+ 36.09%
N/A
2.34K $0
Sb Finl Group Inc
23
+ 0.15%
N/A
15.3K $0
Flotek Inds Inc Del
2.9K
+ 3.71%
N/A
81K $0
Portman Ridge Fin Corp
73
+ 0.69%
N/A
10.6K $0
Fidelity Wise Origin Bitcoin
430
+ 10.05%
N/A
4.71K $0
Wells Fargo CO New
28
+ 2.64%
N/A
1.09K $0
Bk Technologies Corporation
12.4K
+ 51.74%
N/A
36.4K $0
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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