Ritholtz Wealth Management New Holdings in Q3 2024

Ritholtz Wealth Management

  • $3.28 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
VONV
Vanguard Russell 1000 Value Et

ETFs
34.3K
New
$76.07 - $83.33 $2.61M - $2.86M
34.3K $2.86M
VTWO
Vanguard Russell 2000 ETF

ETFs
18.4K
New
$81.17 - $90.77 $1.5M - $1.67M
18.4K $1.65M
MHK
Mohawk Industries Inc

Consumer Cyclical
6.07K
New
$108.83 - $162.7 $661K - $988K
6.07K $976K
VOE
Vanguard Mid Cap Value Index F

ETFs
5.72K
New
$149.02 - $167.67 $852K - $959K
5.72K $958K
IDEV
Ishares Core Msci Intl Develop

ETFs
12.9K
New
$63.46 - $71.43 $819K - $921K
12.9K $913K
NRDY
Nerdy Inc.

Technology
882K
New
$0.75 - $1.83 $662K - $1.61M
882K $864K
YY
Joyy Inc.

Communication Services
21.9K
New
$30.3 - $37.7 $664K - $826K
21.9K $793K
TRP
Tc Energy Corp

Energy
16.5K
New
$37.48 - $47.9 $620K - $793K
16.5K $786K
VOT
Vanguard Mid Cap Growth Index

ETFs
2.99K
New
$218.05 - $243.47 $651K - $727K
2.99K $727K
NSA
National Storage Affiliates Trust

Real Estate
14.4K
New
$39.73 - $49.13 $574K - $710K
14.4K $696K
PPG
Ppg Industries Inc

Basic Materials
4.56K
New
$118.32 - $134.55 $539K - $613K
4.56K $603K
SE
Sea LTD

Consumer Cyclical
6.29K
New
$59.94 - $94.83 $377K - $596K
6.29K $592K
SLVM
Sylvamo Corp

Basic Materials
6.7K
New
$65.73 - $87.18 $440K - $584K
6.7K $574K
JLL
Jones Lang Lasalle Inc

Real Estate
2.11K
New
$198.7 - $272.0 $418K - $573K
2.11K $568K
VTR
Ventas, Inc.

Real Estate
8.12K
New
$50.88 - $65.33 $413K - $530K
8.12K $520K
KTB
Kontoor Brands, Inc.

Consumer Cyclical
6.01K
New
$63.18 - $82.13 $379K - $493K
6.01K $491K
CNK
Cinemark Holdings, Inc.

Communication Services
17.6K
New
$20.78 - $28.78 $365K - $506K
17.6K $489K
GCI
Gannett Co., Inc.

Communication Services
86.7K
New
$4.04 - $5.78 $350K - $501K
86.7K $487K
NTRS
Northern Trust Corp

Financial Services
5.42K
New
$82.48 - $92.62 $447K - $502K
5.42K $487K
LPX
Louisiana Pacific Corp

Industrials
4.47K
New
$80.06 - $107.45 $358K - $481K
4.47K $480K
FUNC
First United Corp

Financial Services
15.4K
New
$20.4 - $30.77 $314K - $474K
15.4K $459K
PMTS
Cpi Card Group Inc.

Financial Services
16.1K
New
$23.5 - $30.74 $379K - $495K
16.1K $448K
UBSI
United Bankshares Inc

Financial Services
12K
New
$31.56 - $39.32 $378K - $471K
12K $444K
SCSC
Scansource, Inc.

Technology
9.18K
New
$41.83 - $52.3 $384K - $480K
9.18K $441K
IXUS
Ishares Tr

ETFs
6.06K
New
$64.9 - $73.35 $393K - $444K
6.06K $439K
ITB
Ishares Tr

ETFs
3.37K
New
$97.52 - $128.64 $329K - $434K
3.37K $428K
GM
General Motors CO

Consumer Cyclical
8.67K
New
$39.95 - $49.9 $346K - $433K
8.67K $388K
IBEX
Ibex LTD

Technology
18.6K
New
$15.3 - $20.09 $284K - $373K
18.6K $371K
JHX
James Hardie Industries PLC

Basic Materials
8.95K
New
$31.27 - $42.02 $280K - $376K
8.95K $358K
OGN
Organon & Co.

Healthcare
18.6K
New
$18.65 - $23.03 $347K - $428K
18.6K $355K
ECL
Ecolab Inc.

Basic Materials
1.29K
New
$228.86 - $255.76 $296K - $330K
1.29K $329K
BEAT
Heart Beam, Inc.

Healthcare
139K
New
$2.0 - $3.1 $278K - $431K
139K $322K
GMAB
Genmab A/S

Healthcare
12.9K
New
$23.84 - $28.48 $307K - $367K
12.9K $313K
WLFC
Willis Lease Finance Corp

Industrials
2.1K
New
$66.8 - $148.81 $140K - $312K
2.1K $312K
TECK
Teck Resources LTD

Basic Materials
5.82K
New
$43.48 - $53.4 $253K - $311K
5.82K $304K
CCJ
Cameco Corp

Energy
6.37K
New
$36.9 - $53.72 $235K - $342K
6.37K $304K
CVEO
Civeo Corp

Industrials
10.9K
New
$22.37 - $28.53 $243K - $311K
10.9K $298K
KKR
Kkr & Co. Inc.

Financial Services
2.25K
New
$104.51 - $133.23 $235K - $299K
2.25K $293K
TTEK
Tetra Tech Inc

Industrials
6.23K
New
$45.59 - $237.74 $284K - $1.48M
6.23K $293K
CNXN
Pc Connection Inc

Technology
3.88K
New
$62.1 - $76.54 $241K - $297K
3.88K $292K
SOI
Solaris Oilfield Infrastructure, Inc.

Energy
22.2K
New
$8.27 - $13.92 $184K - $309K
22.2K $283K
HLN
Haleon PLC

Healthcare
26K
New
$8.32 - $10.7 $216K - $278K
26K $274K
SNX
Td Synnex Corp

Technology
2.28K
New
$109.37 - $122.34 $249K - $279K
2.28K $273K
RRX
Regal Rexnord Corp

Industrials
1.64K
New
$132.18 - $174.25 $216K - $285K
1.64K $271K
VGLT
Vanguard Long Term Treasury Et

ETFs
4.4K
New
$56.52 - $63.23 $249K - $278K
4.4K $270K
EXLS
Exl Service Holdings, Inc.

Technology
7.08K
New
$31.2 - $38.15 $221K - $270K
7.08K $270K
VCTR
Victory Capital Holdings, Inc.

Financial Services
4.82K
New
$45.29 - $55.5 $218K - $268K
4.82K $266K
IBKR
Interactive Brokers Group, Inc.

Financial Services
1.89K
New
$108.65 - $139.41 $205K - $263K
1.89K $263K
ARGX
Argenx Se

Healthcare
484
New
$434.22 - $551.9 $210K - $267K
484 $262K
Activity Summary
Buys All Purchases 497 New Holdings 105 Increased Positions 392 Sells All Sells 344 Reductions 344 Sold out 0 Options Calls 0 Puts 0
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