Ritholtz Wealth Management New Holdings in Q1 2025

Ritholtz Wealth Management

  • $3.29 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
89.7K
New
$49.78 - $53.19 $4.47M - $4.77M
89.7K $4.54M
SPMB
Spdr Ser Tr Spdr Portfolio Mor

ETFs
143K
New
$21.23 - $22.14 $3.04M - $3.17M
143K $3.16M
IGIB
Ishares Trust Ishares 5 10 Yea

ETFs
54K
New
$50.82 - $52.7 $2.74M - $2.84M
54K $2.84M
XT
Ishares Tr Exponential Technol

ETFs
44.2K
New
$57.56 - $64.0 $2.54M - $2.83M
44.2K $2.54M
CCI
Crown Castle International Corp

Real Estate
19.3K
New
$84.33 - $106.39 $1.63M - $2.06M
19.3K $2.01M
CTVA
Corteva, Inc.

Basic Materials
31.9K
New
$55.94 - $66.15 $1.78M - $2.11M
31.9K $2.01M
SBAC
Sba Communications Corp

Real Estate
8.96K
New
$192.76 - $224.91 $1.73M - $2.01M
8.96K $1.97M
JAZZ
Jazz Pharmaceuticals PLC

Healthcare
15.3K
New
$120.07 - $144.17 $1.84M - $2.21M
15.3K $1.9M
SPTI
Spdr Ser Tr Spdr Portfolio Int

ETFs
56.1K
New
$27.64 - $28.58 $1.55M - $1.6M
56.1K $1.6M
CAE
Cae Inc

Industrials
60.3K
New
$23.09 - $26.78 $1.39M - $1.61M
60.3K $1.48M
FHI
Federated Hermes, Inc.

Financial Services
31.5K
New
$37.58 - $41.51 $1.18M - $1.31M
31.5K $1.28M
KOMP
Spdr S&P Kensho New Economies

ETFs
27.2K
New
$46.49 - $54.36 $1.26M - $1.48M
27.2K $1.28M
SPTL
Spdr Portfolio Long Term Treas

ETFs
45.9K
New
$25.54 - $27.64 $1.17M - $1.27M
45.9K $1.24M
SLB
Schlumberger Limited

Energy
28.6K
New
$38.4 - $43.74 $1.1M - $1.25M
28.6K $1.19M
SPBO
Spdr Ser Tr Spdr Portfolio Cor

ETFs
40.9K
New
$28.27 - $29.28 $1.16M - $1.2M
40.9K $1.19M
PSIX
Power Solutions International, Inc.

Industrials
39.9K
New
$25.28 - $43.7 $1.01M - $1.74M
39.9K $1.01M
TPB
Turning Point Brands, Inc.

Consumer Defensive
15.4K
New
$55.09 - $70.34 $850K - $1.09M
15.4K $917K
PINC
Premier, Inc.

Healthcare
47.6K
New
$17.46 - $23.0 $831K - $1.09M
47.6K $917K
CCSI
Consensus Cloud Solutions, Inc.

Technology
38.7K
New
$23.08 - $30.44 $893K - $1.18M
38.7K $892K
PNRG
Primeenergy Resources Corp

Energy
3.69K
New
$183.2 - $233.96 $676K - $863K
3.69K $840K
NREF
Nex Point Real Estate Finance, Inc.

Real Estate
54.5K
New
$14.9 - $16.57 $812K - $903K
54.5K $833K
CXW
Core Civic, Inc.

Real Estate
37.6K
New
$18.02 - $23.05 $678K - $868K
37.6K $763K
CVS
Cvs Health Corp

Healthcare
11K
New
$44.22 - $68.64 $487K - $756K
11K $745K
EXEL
Exelixis, Inc.

Healthcare
20K
New
$32.38 - $39.16 $649K - $785K
20K $740K
TNL
Travel & Leisure Co.

Consumer Cyclical
15.6K
New
$46.29 - $57.86 $724K - $905K
15.6K $723K
BILS
Spdr Bloomberg 3 12 Month T Bi

ETFs
6.99K
New
$99.16 - $99.52 $694K - $696K
6.99K $695K
PRI
Primerica, Inc.

Financial Services
2.37K
New
$271.41 - $296.43 $642K - $701K
2.37K $673K
SCHH
Schwab Strategic U.S. Reit ETF

ETFs
29.9K
New
$20.2 - $22.24 $603K - $664K
29.9K $636K
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
8.04K
New
$77.7 - $78.94 $625K - $635K
8.04K $634K
ULTA
Ulta Beauty, Inc.

Consumer Cyclical
1.72K
New
$314.47 - $431.35 $541K - $742K
1.72K $630K
IAGG
Ishares Tr Core Intl Aggregate

ETFs
12.3K
New
$49.42 - $50.43 $607K - $620K
12.3K $614K
EBMT
Eagle Bancorp Montana, Inc.

Financial Services
35.8K
New
$14.5 - $18.07 $519K - $646K
35.8K $599K
NGG
National Grid PLC

Utilities
8.92K
New
$56.13 - $65.61 $501K - $585K
8.92K $585K
VMI
Valmont Industries Inc

Industrials
1.99K
New
$285.37 - $376.98 $569K - $751K
1.99K $568K
MIDD
Middleby Corp

Industrials
3.64K
New
$133.93 - $172.89 $488K - $630K
3.64K $553K
DBX
Dropbox, Inc.

Technology
20.7K
New
$24.55 - $33.27 $509K - $690K
20.7K $553K
ICL
Icl Group Ltd.

Basic Materials
93K
New
$4.96 - $6.45 $461K - $600K
93K $529K
SSNC
Ss&C Technologies Holdings Inc

Technology
6.09K
New
$74.75 - $89.13 $455K - $543K
6.09K $508K
EMO
Clear Bridge Energy Midstream Opportunity Fund Inc.

Financial Services
10.1K
New
$46.55 - $51.16 $469K - $515K
10.1K $499K
BBCP
Concrete Pumping Holdings, Inc.

Industrials
90.8K
New
$4.96 - $9.04 $451K - $821K
90.8K $496K
KD
Kyndryl Holdings, Inc.

Technology
15.8K
New
$31.32 - $43.45 $495K - $686K
15.8K $495K
NTGR
Netgear, Inc.

Technology
20.2K
New
$22.11 - $30.91 $447K - $625K
20.2K $494K
SEM
Select Medical Holdings Corp

Healthcare
27.6K
New
$16.56 - $20.38 $456K - $562K
27.6K $460K
WTW
Willis Towers Watson PLC

Financial Services
1.2K
New
$306.61 - $340.78 $369K - $410K
1.2K $406K
UAL
United Airlines Holdings, Inc.

Industrials
5.69K
New
$69.05 - $110.52 $393K - $629K
5.69K $393K
EZPW
Ezcorp Inc

Financial Services
26K
New
$11.82 - $15.0 $307K - $389K
26K $382K
G
Genpact LTD

Technology
7.58K
New
$42.88 - $55.54 $325K - $421K
7.58K $381K
CSGS
Csg Systems International Inc

Technology
6.11K
New
$49.81 - $66.73 $304K - $407K
6.11K $369K
NATH
Nathans Famous, Inc.

Consumer Cyclical
3.76K
New
$76.79 - $104.77 $289K - $394K
3.76K $362K
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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