Ritholtz Wealth Management New Holdings in Q3 2025

Ritholtz Wealth Management

  • $5.05 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
GGG
Graco Inc

Industrials
47.4K
New
$82.58 - $88.81 $3.91M - $4.21M
47.4K $4.03M
VEEV
Veeva Systems Inc

Healthcare
10.8K
New
$269.2 - $297.91 $2.91M - $3.22M
10.8K $3.22M
TYL
Tyler Technologies Inc

Technology
4.37K
New
$522.22 - $611.76 $2.28M - $2.68M
4.37K $2.29M
HAL
Halliburton CO

Energy
72.2K
New
$20.5 - $25.11 $1.48M - $1.81M
72.2K $1.77M
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
5.05K
New
$275.84 - $326.36 $1.39M - $1.65M
5.05K $1.65M
BWA
Borgwarner Inc

Consumer Cyclical
23.1K
New
$34.53 - $44.44 $798K - $1.03M
23.1K $1.02M
NUS
Nu Skin Enterprises, Inc.

Consumer Defensive
80.8K
New
$8.2 - $12.84 $663K - $1.04M
80.8K $985K
SII
Sprott Inc.

Financial Services
11.6K
New
$62.54 - $83.38 $728K - $970K
11.6K $968K
AUPH
Aurinia Pharmaceuticals Inc.

Healthcare
84.5K
New
$7.47 - $13.14 $631K - $1.11M
84.5K $933K
CSGP
Costar Group, Inc.

Real Estate
9.63K
New
$81.42 - $96.83 $784K - $933K
9.63K $812K
SOFI
So Fi Technologies, Inc.

Financial Services
28.8K
New
$17.64 - $29.81 $508K - $859K
28.8K $760K
EVI
Evi Industries, Inc.

Industrials
23.4K
New
$21.07 - $34.36 $493K - $804K
23.4K $747K
CWK
Cushman & Wakefield PLC

Real Estate
46.9K
New
$11.09 - $16.87 $520K - $792K
46.9K $746K
WRLD
World Acceptance Corp

Financial Services
4.38K
New
$154.36 - $184.43 $675K - $807K
4.38K $740K
RFIL
R F Industries LTD

Industrials
91.6K
New
$6.34 - $9.32 $581K - $854K
91.6K $738K
MTCH
Match Group, Inc.

Communication Services
19.4K
New
$31.83 - $38.77 $618K - $753K
19.4K $686K
THFF
First Financial Corp

Financial Services
12.1K
New
$52.44 - $59.93 $636K - $727K
12.1K $684K
APA
Apa Corp

Energy
27.6K
New
$18.06 - $24.69 $499K - $682K
27.6K $671K
EPM
Evolution Petroleum Corp

Energy
136K
New
$4.65 - $5.47 $632K - $743K
136K $659K
HALO
Halozyme Therapeutics, Inc.

Healthcare
8.75K
New
$52.92 - $78.28 $463K - $685K
8.75K $641K
RCKY
Rocky Brands, Inc.

Consumer Cyclical
19.8K
New
$22.77 - $30.68 $451K - $608K
19.8K $589K
CG
Carlyle Group Inc.

Financial Services
9.13K
New
$52.82 - $69.35 $482K - $633K
9.13K $572K
SLV
I Shares Silver Trust

ETFs
13K
New
$32.73 - $42.5 $426K - $553K
13K $551K
LNC
Lincoln National Corp

Financial Services
13.2K
New
$33.37 - $43.29 $439K - $569K
13.2K $530K
BE
Bloom Energy Corp

Industrials
5.68K
New
$22.13 - $86.27 $126K - $490K
5.68K $480K
EWBC
East West Bancorp Inc

Financial Services
4.37K
New
$97.41 - $109.7 $425K - $479K
4.37K $464K
PPIH
Perma Pipe International Holdings, Inc.

Industrials
18.2K
New
$21.1 - $32.72 $384K - $596K
18.2K $426K
RBLX
Roblox Corp

Communication Services
2.83K
New
$100.65 - $141.56 $285K - $401K
2.83K $392K
TLK
Perusahaan Perseroan Persero Pt Telekomunikasi Indonesia Tbk

Communication Services
20.9K
New
$16.23 - $20.39 $339K - $426K
20.9K $392K
AZZ
Azz Inc

Industrials
3.53K
New
$96.74 - $119.54 $341K - $422K
3.53K $385K
BDTX
Black Diamond Therapeutics, Inc.

Healthcare
101K
New
$2.28 - $3.73 $231K - $379K
101K $374K
HII
Huntington Ingalls Industries, Inc.

Industrials
1.26K
New
$246.31 - $287.91 $309K - $362K
1.26K $361K
KEY
Keycorp

Financial Services
19K
New
$17.37 - $19.39 $329K - $367K
19K $354K
FLXS
Flexsteel Industries Inc

Consumer Cyclical
7.51K
New
$32.88 - $51.74 $247K - $389K
7.51K $349K
ESP
Espey Mfg & Electronics Corp

Industrials
8.99K
New
$38.45 - $52.54 $346K - $472K
8.99K $345K
WBS
Webster Financial Corp

Financial Services
5.8K
New
$55.19 - $62.92 $320K - $365K
5.8K $344K
CDE
Coeur Mining, Inc.

Basic Materials
18.2K
New
$8.68 - $18.76 $158K - $341K
18.2K $341K
DSI
Ishares Msci Kld 400 Social Et

ETFs
2.7K
New
$115.96 - $125.95 $313K - $340K
2.7K $340K
TME
Tencent Music Entertainment Group

Communication Services
14.5K
New
$19.17 - $26.36 $277K - $381K
14.5K $337K
KE
Kimball Electronics, Inc.

Industrials
11.2K
New
$18.26 - $33.13 $205K - $371K
11.2K $334K
KNSL
Kinsale Capital Group, Inc.

Financial Services
783
New
$415.15 - $489.89 $325K - $384K
783 $332K
MCY
Mercury General Corp

Financial Services
3.76K
New
$65.82 - $84.78 $247K - $318K
3.76K $318K
UTMD
Utah Medical Products Inc

Healthcare
5.04K
New
$54.95 - $63.44 $277K - $320K
5.04K $317K
WDS
Woodside Energy Group LTD

Energy
20.7K
New
$15.05 - $17.66 $312K - $366K
20.7K $312K
TTMI
Ttm Technologies Inc

Technology
5.43K
New
$40.06 - $57.75 $217K - $313K
5.43K $312K
ALEX
Alexander & Baldwin, Inc.

Real Estate
17.1K
New
$17.48 - $19.44 $299K - $332K
17.1K $311K
PR
Permian Resources Corporation

Energy
23.6K
New
$12.8 - $14.51 $302K - $342K
23.6K $301K
DINO
Hf Sinclair Corp

Energy
5.43K
New
$42.11 - $54.01 $229K - $293K
5.43K $284K
CHRW
C. H. Robinson Worldwide, Inc.

Industrials
2.13K
New
$96.73 - $137.09 $206K - $292K
2.13K $282K
Activity Summary
Buys All Purchases 630 New Holdings 141 Increased Positions 489 Sells All Sells 367 Reductions 367 Sold out 0 Options Calls 0 Puts 1
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