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
HWM
Howmet Aerospace Inc.

Industrials
1.83K
New
$112.33 - $186.13 $205K - $340K
1.83K $340K
SCHA
Schwab Strategic Tr Us Small C

ETFs
13.4K
New
$20.42 - $25.3 $273K - $339K
13.4K $338K
LNG
Cheniere Energy, Inc.

Energy
1.38K
New
$197.25 - $244.33 $272K - $336K
1.38K $335K
AVAV
Aero Vironment Inc

Industrials
1.16K
New
$111.65 - $284.95 $129K - $330K
1.16K $329K
MSB
Mesabi Trust

Basic Materials
13.7K
New
$22.73 - $28.99 $312K - $398K
13.7K $329K
GWRE
Guidewire Software, Inc.

Technology
1.38K
New
$172.73 - $257.37 $239K - $355K
1.38K $325K
SNN
Smith & Nephew PLC

Healthcare
10.5K
New
$24.97 - $30.63 $263K - $322K
10.5K $322K
CIEN
Ciena Corp

Technology
3.77K
New
$53.5 - $83.89 $201K - $316K
3.77K $306K
ISSC
Innovative Solutions & Support Inc

Industrials
22K
New
$5.6 - $14.27 $123K - $314K
22K $305K
OVBC
Ohio Valley Banc Corp

Financial Services
9.31K
New
$27.46 - $38.9 $256K - $362K
9.31K $300K
NTRA
Natera, Inc.

Healthcare
1.75K
New
$132.23 - $171.87 $232K - $301K
1.75K $296K
DTM
Dt Midstream, Inc.

Energy
2.66K
New
$87.23 - $109.91 $232K - $292K
2.66K $292K
EVRG
Evergy, Inc.

Utilities
4.25K
New
$64.06 - $69.64 $272K - $296K
4.25K $292K
SAMG
Silvercrest Asset Management Group Inc.

Financial Services
18.2K
New
$14.06 - $16.54 $256K - $301K
18.2K $288K
RCL
Royal Caribbean Cruises LTD

Consumer Cyclical
916
New
$177.93 - $313.14 $163K - $287K
916 $286K
AFRM
Affirm Holdings, Inc.

Technology
4.11K
New
$35.75 - $69.14 $147K - $284K
4.11K $284K
EQX
Equinox Gold Corp.

Basic Materials
49K
New
$5.68 - $7.31 $278K - $358K
49K $281K
FDS
Factset Research Systems Inc

Financial Services
627
New
$398.85 - $473.32 $250K - $297K
627 $280K
ADSK
Autodesk, Inc.

Technology
1.13K
New
N/A
1.13K $276K
LZB
La Z Boy Inc

Consumer Cyclical
7.28K
New
$35.67 - $44.28 $260K - $322K
7.28K $270K
PSO
Pearson PLC

Communication Services
17.8K
New
$14.41 - $16.64 $256K - $296K
17.8K $265K
GDX
Vaneck ETF Tr Gold Miners ETF

ETFs
5.09K
New
$41.45 - $54.46 $211K - $277K
5.09K $264K
ROK
Rockwell Automation, Inc

Industrials
791
New
$218.97 - $332.17 $173K - $263K
791 $262K
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
5.31K
New
$48.13 - $49.85 $256K - $265K
5.31K $260K
XPO
Xpo Logistics, Inc.

Industrials
2.06K
New
$91.46 - $128.1 $188K - $264K
2.06K $260K
ALG
Alamo Group Inc

Industrials
1.19K
New
$158.47 - $219.45 $188K - $261K
1.19K $259K
IJK
Ishares S&P Midcap 400 Growth

ETFs
2.8K
New
$73.7 - $90.98 $207K - $255K
2.8K $255K
SJNK
Spdr Bloomberg Short Term High

ETFs
9.95K
New
$24.12 - $25.48 $240K - $253K
9.95K $253K
AVUV
American Centy ETF Tr Avantis

ETFs
2.72K
New
$75.17 - $91.21 $204K - $248K
2.72K $247K
CRCT
Cricut, Inc.

Technology
36.4K
New
$4.11 - $6.77 $150K - $246K
36.4K $246K
IAU
Ishares Gold Trust

ETFs
3.86K
New
$56.1 - $64.74 $216K - $250K
3.86K $240K
VTWO
Vanguard Russell 2000 ETF

ETFs
2.72K
New
$70.56 - $87.22 $192K - $237K
2.72K $237K
D
Dominion Energy, Inc

Utilities
4.18K
New
$49.66 - $58.0 $208K - $243K
4.18K $236K
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
4.82K
New
$45.07 - $52.57 $217K - $253K
4.82K $235K
BSET
Bassett Furniture Industries Inc

Consumer Cyclical
15.4K
New
$14.4 - $18.8 $222K - $290K
15.4K $234K
NET
Cloudflare, Inc.

Technology
1.19K
New
$97.08 - $195.83 $115K - $232K
1.19K $232K
FEIM
Frequency Electronics Inc

Technology
10.2K
New
$15.06 - $23.24 $154K - $237K
10.2K $231K
PUK
Prudential PLC

Financial Services
9.04K
New
$18.03 - $25.49 $163K - $231K
9.04K $226K
DHT
Dht Holdings, Inc.

Energy
20.6K
New
$9.45 - $12.15 $195K - $251K
20.6K $223K
FTEC
Fidelity Covington Tr Msci Inf

ETFs
1.13K
New
$139.8 - $197.22 $157K - $222K
1.13K $221K
CAG
Conagra Brands Inc.

Consumer Defensive
10K
New
$20.4 - $26.78 $204K - $268K
10K $205K
ALLE
Allegion PLC

Industrials
1.42K
New
$118.52 - $145.64 $168K - $206K
1.42K $204K
VFH
Vanguard Financial ETF

ETFs
1.6K
New
$104.87 - $127.3 $167K - $203K
1.6K $203K
ALLY
Ally Financial Inc.

Financial Services
5.23K
New
$30.09 - $38.95 $157K - $204K
5.23K $203K
CYBR
Cyber Ark Software Ltd.

Technology
497
New
$305.98 - $406.88 $152K - $202K
497 $202K
EW
Edwards Lifesciences Corp

Healthcare
2.59K
New
$67.07 - $78.22 $174K - $203K
2.59K $202K
AVDE
American Centy ETF Tr Avantis

ETFs
2.74K
New
$59.32 - $74.36 $162K - $204K
2.74K $202K
SAND
Sandstorm Gold LTD

Basic Materials
21.4K
New
$6.82 - $9.53 $146K - $204K
21.4K $201K
CRS
Carpenter Technology Corp

Industrials
726
New
$151.3 - $276.38 $110K - $201K
726 $200K
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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