Ritholtz Wealth Management New Holdings in Q2 2025

Ritholtz Wealth Management

  • $4.45 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
31.9K
New
$91.43 - $91.74 $2.92M - $2.93M
31.9K $2.93M
GNL
Global Net Lease, Inc.

Real Estate
221K
New
$6.82 - $8.08 $1.51M - $1.79M
221K $1.67M
NXST
Nexstar Media Group, Inc.

Communication Services
9.19K
New
$144.68 - $181.86 $1.33M - $1.67M
9.19K $1.59M
VRSN
Verisign Inc

Technology
4.99K
New
$234.49 - $288.8 $1.17M - $1.44M
4.99K $1.44M
CCK
Crown Holdings Inc

Consumer Cyclical
13.1K
New
$78.47 - $104.45 $1.02M - $1.36M
13.1K $1.34M
VSS
Vanguard Intl Eqty Ftse All Wo

ETFs
8.76K
New
$104.23 - $134.39 $913K - $1.18M
8.76K $1.18M
AVT
Avnet Inc

Technology
17.5K
New
$41.51 - $53.08 $726K - $928K
17.5K $927K
ACM
Aecom

Industrials
7.55K
New
$87.19 - $113.06 $658K - $853K
7.55K $851K
OVV
Ovintiv Inc.

Energy
22.3K
New
$31.18 - $44.14 $697K - $986K
22.3K $850K
III
Information Services Group Inc.

Technology
171K
New
$3.45 - $4.96 $589K - $847K
171K $819K
BIIB
Biogen Inc.

Healthcare
6.08K
New
$113.38 - $135.49 $689K - $823K
6.08K $763K
CVEO
Civeo Corp

Industrials
32.4K
New
$18.68 - $24.28 $605K - $786K
32.4K $747K
MSTR
Microstrategy Inc

Technology
1.79K
New
$237.95 - $421.61 $425K - $753K
1.79K $722K
PBYI
Puma Biotechnology, Inc.

Healthcare
197K
New
$2.74 - $3.72 $540K - $733K
197K $675K
NEM
Newmont Corp

Basic Materials
11.4K
New
$44.18 - $59.46 $503K - $677K
11.4K $662K
CMCL
Caledonia Mining Corp PLC

Basic Materials
33.6K
New
$11.31 - $19.98 $380K - $671K
33.6K $648K
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
11.6K
New
$45.88 - $54.4 $531K - $630K
11.6K $629K
CAR
Avis Budget Group, Inc.

Industrials
3.54K
New
$62.86 - $179.3 $223K - $635K
3.54K $599K
CMT
Core Molding Technologies Inc

Basic Materials
34.8K
New
$14.11 - $17.16 $491K - $597K
34.8K $577K
R
Ryder System Inc

Industrials
3.42K
New
$130.14 - $160.88 $445K - $550K
3.42K $543K
HUM
Humana Inc

Healthcare
2.2K
New
$224.93 - $295.04 $495K - $649K
2.2K $537K
CVNA
Carvana Co.

Consumer Cyclical
1.5K
New
$162.57 - $345.64 $244K - $518K
1.5K $505K
SCHC
Schwab Strategic Tr Intl Small

ETFs
11.8K
New
$32.41 - $42.59 $381K - $501K
11.8K $501K
HURN
Huron Consulting Group Inc.

Industrials
3.63K
New
$132.14 - $153.61 $479K - $557K
3.63K $498K
RGR
Sturm Ruger & CO Inc

Industrials
11.9K
New
N/A
11.9K $492K
STM
St Microelectronics N.V.

Technology
16.2K
New
$17.78 - $30.41 $287K - $492K
16.2K $491K
IUSG
Ishares Core S&P U.S Growth Et

ETFs
3.24K
New
$113.67 - $150.4 $369K - $488K
3.24K $487K
ACU
Acme United Corp

Consumer Defensive
11.5K
New
$36.25 - $42.4 $417K - $488K
11.5K $477K
SYNL
Synalloy Corp
31.7K
New
N/A
31.7K $459K
SSIC
Silver Spike Investment Corp.

Healthcare
34.9K
New
N/A
34.9K $451K
SSP
E.W. Scripps CO

Communication Services
142K
New
$1.93 - $3.12 $274K - $443K
142K $417K
GPOR
Gulfport Energy Corp

Energy
2.08K
New
$158.62 - $206.57 $329K - $429K
2.08K $417K
WEYS
Weyco Group Inc

Consumer Cyclical
12K
New
$27.2 - $33.82 $327K - $406K
12K $398K
HSIC
Henry Schein Inc

Healthcare
5.42K
New
$62.7 - $73.66 $340K - $399K
5.42K $395K
TOST
Toast, Inc.

Technology
8.9K
New
$30.03 - $45.23 $267K - $402K
8.9K $394K
CCRD
Core Card Corp

Technology
13.5K
New
$17.15 - $30.5 $231K - $410K
13.5K $389K
HLT
Hilton Worldwide Holdings Inc.

Consumer Cyclical
1.44K
New
$201.28 - $266.34 $289K - $383K
1.44K $382K
NTR
Nutrien Ltd.

Basic Materials
6.56K
New
$46.88 - $62.89 $308K - $413K
6.56K $382K
IUSV
Ishares Core S&P U.S. Value Et

ETFs
3.98K
New
$81.46 - $94.63 $324K - $376K
3.98K $376K
MGY
Magnolia Oil & Gas Corp

Energy
16.2K
New
$19.6 - $25.72 $318K - $417K
16.2K $364K
LNN
Lindsay Corp

Industrials
2.52K
New
$116.32 - $144.25 $294K - $364K
2.52K $364K
PBA
Pembina Pipeline Corp

Energy
9.71K
New
$35.16 - $40.88 $342K - $397K
9.71K $364K
DLTR
Dollar Tree, Inc.

Consumer Defensive
3.66K
New
$67.22 - $100.51 $246K - $368K
3.66K $362K
REVG
Rev Group, Inc.

Industrials
7.43K
New
$28.82 - $47.59 $214K - $354K
7.43K $353K
VST
Vistra Corp.

Utilities
1.8K
New
$98.07 - $195.04 $177K - $351K
1.8K $348K
IWO
Ishares Russell 2000 Gwt ETF

ETFs
1.22K
New
$224.16 - $285.86 $273K - $348K
1.22K $348K
OFS
Ofs Capital Corp

Financial Services
41.1K
New
$8.15 - $9.48 $335K - $390K
41.1K $346K
GVA
Granite Construction Inc

Industrials
3.67K
New
$71.89 - $93.51 $264K - $343K
3.67K $342K
XLC
Select Sector Spdr Tr Communic

ETFs
3.15K
New
$86.13 - $108.53 $271K - $342K
3.15K $341K
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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