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
FSV
First Service Corp

Real Estate
2.17K
New
$159.66 - $185.88 $347K - $404K
2.17K $360K
MPAA
Motorcar Parts America Inc

Consumer Cyclical
37.8K
New
$5.75 - $11.6 $217K - $438K
37.8K $358K
SNOW
Snowflake Inc.

Technology
2.43K
New
$146.16 - $192.78 $355K - $469K
2.43K $355K
ALKS
Alkermes Plc.

Healthcare
10.5K
New
$28.08 - $36.0 $296K - $379K
10.5K $347K
HSY
Hershey CO

Consumer Defensive
1.97K
New
$144.74 - $186.36 $285K - $366K
1.97K $336K
FNF
Fidelity National Financial, Inc.

Financial Services
5.09K
New
$54.25 - $65.27 $276K - $332K
5.09K $331K
FLS
Flowserve Corp

Industrials
6.51K
New
$46.47 - $64.75 $303K - $422K
6.51K $318K
DCGO
Doc Go Inc.

Healthcare
120K
New
$2.64 - $5.6 $316K - $671K
120K $316K
ITRN
Ituran Location & Control Ltd.

Technology
8.61K
New
$31.47 - $43.91 $271K - $378K
8.61K $311K
ESCA
Escalade Inc

Consumer Cyclical
19.9K
New
$14.29 - $15.85 $285K - $316K
19.9K $304K
PAA
Plains All American Pipeline LP

Energy
15.1K
New
$17.32 - $20.96 $262K - $316K
15.1K $302K
PSX
Phillips 66

Energy
2.35K
New
$113.93 - $131.55 $268K - $309K
2.35K $289K
MAPS
Wm Technology, Inc.

Technology
254K
New
$1.13 - $1.48 $287K - $376K
254K $287K
PLXS
Plexus Corp

Technology
2.22K
New
$120.51 - $170.49 $268K - $379K
2.22K $284K
UDR
Udr, Inc.

Real Estate
6.06K
New
$40.09 - $46.04 $243K - $279K
6.06K $273K
EFV
Msci Eafe Value ETF

ETFs
4.59K
New
$51.88 - $60.73 $238K - $278K
4.59K $270K
CBL
Cbl & Associates Properties Inc

Real Estate
10.2K
New
$26.43 - $33.02 $269K - $336K
10.2K $270K
KIM
Kimco Realty Corp

Real Estate
12.4K
New
$20.15 - $23.42 $250K - $290K
12.4K $263K
AEP
American Electric Power CO Inc

Utilities
2.4K
New
$90.32 - $109.27 $216K - $262K
2.4K $261K
BRO
Brown & Brown, Inc.

Financial Services
2.05K
New
$100.54 - $124.4 $206K - $255K
2.05K $255K
YUMC
Yum China Holdings, Inc.

Consumer Cyclical
4.86K
New
$42.3 - $53.69 $206K - $261K
4.86K $253K
DASH
Door Dash, Inc.

Communication Services
1.31K
New
$168.37 - $213.38 $221K - $280K
1.31K $240K
PKI
Perkinelmer Inc

Healthcare
1.98K
New
N/A
1.98K $239K
IWR
Ishares Russell Mid Cap ETF

ETFs
2.8K
New
$82.81 - $92.93 $232K - $260K
2.8K $238K
RUSHA
Rush Enterprises Inc Tx

Consumer Cyclical
4.43K
New
$52.01 - $61.99 $231K - $275K
4.43K $236K
TASK
Task Us, Inc.

Technology
17.3K
New
$12.9 - $17.21 $224K - $299K
17.3K $236K
FNV
Franco Nevada Corp

Basic Materials
1.49K
New
$120.72 - $157.56 $180K - $235K
1.49K $235K
USFD
Us Foods Holding Corp.

Consumer Defensive
3.61K
New
$63.38 - $72.02 $228K - $260K
3.61K $235K
BURL
Burlington Stores, Inc.

Consumer Cyclical
981
New
$228.41 - $293.71 $224K - $288K
981 $233K
DFUV
Dimensional ETF Tr Us Marketwi

ETFs
5.53K
New
$39.96 - $43.3 $221K - $239K
5.53K $227K
ED
Consolidated Edison Inc

Utilities
2.05K
New
$88.0 - $110.59 $180K - $227K
2.05K $226K
BDX
Becton Dickinson & CO

Healthcare
979
New
$222.79 - $249.08 $218K - $244K
979 $224K
ITT
Itt Inc.

Industrials
1.7K
New
$128.71 - $153.88 $218K - $261K
1.7K $219K
NI
Nisource Inc.

Utilities
5.41K
New
$35.57 - $41.23 $193K - $223K
5.41K $217K
RYAAY
Ryanair Holdings PLC

Industrials
5.08K
New
$41.54 - $50.08 $211K - $254K
5.08K $215K
SHO
Sunstone Hotel Investors, Inc.

Real Estate
21.2K
New
N/A
21.2K $215K
GLPI
Gaming & Leisure Properties, Inc.

Real Estate
4.2K
New
$45.62 - $51.12 $192K - $215K
4.2K $213K
SCHV
Schwab Strategic Tr Us Large C

ETFs
8.05K
New
$25.77 - $27.6 $208K - $222K
8.05K $211K
Z
Zillow Group Inc Cl C Cap Stk

Communication Services
3K
New
$68.37 - $87.97 $205K - $264K
3K $206K
VLGEA
Village Super Market Inc

Consumer Defensive
5.43K
New
$30.38 - $38.01 $165K - $206K
5.43K $206K
CLH
Clean Harbors Inc

Industrials
1.02K
New
$188.14 - $246.1 $192K - $252K
1.02K $201K
ADEA
Adeia Inc.

Technology
13.2K
New
$12.48 - $17.23 $165K - $228K
13.2K $175K
LX
Lexin Fintech Holdings Ltd.

Financial Services
16.3K
New
$5.65 - $11.43 $92.1K - $186K
16.3K $164K
ORLA
Orla Mining Ltd.

Basic Materials
17.6K
New
$5.49 - $9.35 $96.6K - $164K
17.6K $164K
PTEN
Patterson Uti Energy Inc

Energy
18.7K
New
$7.15 - $9.45 $133K - $176K
18.7K $153K
EPSN
Epsilon Energy Ltd.

Energy
21.4K
New
$6.0 - $7.25 $128K - $155K
21.4K $150K
UPLD
Upland Software, Inc.

Technology
48.4K
New
$2.69 - $4.79 $130K - $232K
48.4K $138K
NGD
New Gold Inc.

Basic Materials
31.3K
New
$2.54 - $3.71 $79.4K - $116K
31.3K $116K
GILT
Gilat Satellite Networks LTD

Technology
17.4K
New
$6.1 - $7.78 $106K - $135K
17.4K $110K
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
Track This Portfolio

Track Ritholtz Wealth Management Portfolio

Follow Ritholtz Wealth Management and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Ritholtz Wealth Management, based on Form 13F filings with the SEC.

News

Stay updated on Ritholtz Wealth Management with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email