Ritholtz Wealth Management Reduced Holdings in Q2 2025

Ritholtz Wealth Management

  • $4.45 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
UNH
Unitedhealth Group Inc

Healthcare
-4.4K
- 23.88%
$274.35 - $599.47 $1.21M - $2.64M
14K $4.37M
RIO
Rio Tinto PLC

Basic Materials
-43.7K
- 74.25%
$52.32 - $62.75 $2.29M - $2.74M
15.2K $885K
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
-49.6K
- 55.25%
$45.11 - $52.34 $2.24M - $2.59M
40.1K $2.1M
UNP
Union Pacific Corp

Industrials
-9.57K
- 26.37%
$208.27 - $238.46 $1.99M - $2.28M
26.7K $6.14M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
-124K
- 69.33%
$17.76 - $22.1 $2.2M - $2.73M
54.7K $1.21M
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
-45.3K
- 5.53%
$51.68 - $52.76 $2.34M - $2.39M
775K $40.9M
ITW
Illinois Tool Works Inc

Industrials
-7.61K
- 56.66%
$218.41 - $252.43 $1.66M - $1.92M
5.83K $1.44M
RMD
Resmed Inc

Healthcare
-7.52K
- 74.38%
$204.54 - $258.0 $1.54M - $1.94M
2.59K $668K
MRK
Merck & Co., Inc.

Healthcare
-14.3K
- 35.07%
$73.47 - $87.12 $1.05M - $1.25M
26.5K $2.1M
ACIW
Aci Worldwide, Inc.

Technology
-16.9K
- 19.05%
$44.59 - $57.17 $753K - $965K
71.7K $3.29M
SPTI
Spdr Ser Tr Spdr Portfolio Int

ETFs
-46.1K
- 82.21%
$28.21 - $28.85 $1.3M - $1.33M
9.98K $287K
JNJ
Johnson & Johnson

Healthcare
-1.97K
- 2.63%
$146.36 - $159.82 $288K - $314K
72.8K $11.1M
JD
Jd.Com, Inc.

Consumer Cyclical
-13.3K
- 13.32%
$31.44 - $41.32 $417K - $548K
86.3K $2.82M
SHV
Ishares Tr

ETFs
-11.3K
- 23.07%
$110.06 - $110.46 $1.25M - $1.25M
37.8K $4.17M
XT
Ishares Tr Exponential Technol

ETFs
-23.7K
- 53.59%
$49.86 - $65.25 $1.18M - $1.55M
20.5K $1.34M
BMY
Bristol Myers Squibb CO

Healthcare
-14K
- 37.96%
$44.12 - $59.6 $618K - $835K
22.9K $1.06M
ESS
Essex Property Trust, Inc.

Real Estate
-3.53K
- 65.94%
N/A
1.82K $497K
MAS
Masco Corp

Industrials
-13.5K
- 75.53%
$58.73 - $71.06 $794K - $960K
4.38K $281K
FICO
Fair Isaac Corp

Technology
-481
- 9.77%
$1503.62 - $2206.01 $723K - $1.06M
4.44K $8.12M
XOM
Exxon Mobil Corp

Energy
-28
- 0.03%
$99.93 - $119.04 $2.8K - $3.33K
82.3K $8.87M
BLDR
Builders First Source, Inc.

Industrials
-5.08K
- 16.73%
$105.63 - $131.12 $536K - $666K
25.3K $2.95M
MDT
Medtronic PLC

Healthcare
-7.27K
- 9.9%
$80.68 - $88.86 $586K - $646K
66.1K $5.76M
WSM
Williams Sonoma Inc

Consumer Cyclical
-5.49K
- 38.87%
$137.62 - $174.44 $756K - $958K
8.64K $1.41M
ORI
Old Republic International Corp

Financial Services
-7.72K
- 1.32%
$35.25 - $39.79 $272K - $307K
578K $22.2M
HPQ
Hp Inc

Technology
-19.5K
- 25.14%
$21.88 - $29.32 $428K - $573K
58.2K $1.42M
COLL
Collegium Pharmaceutical, Inc

Healthcare
-23.8K
- 74.22%
$24.67 - $30.44 $588K - $725K
8.28K $244K
PATK
Patrick Industries Inc

Consumer Cyclical
-9.26K
- 50.64%
$74.33 - $93.03 $688K - $861K
9.02K $832K
APOG
Apogee Enterprises, Inc.

Industrials
-11.8K
- 28.88%
$37.58 - $48.0 $443K - $566K
29.1K $1.18M
WTTR
Select Energy Services, Inc.

Energy
-62.9K
- 70.63%
$7.3 - $10.83 $459K - $681K
26.1K $225K
KOMP
Spdr S&P Kensho New Economies

ETFs
-16.4K
- 60.46%
$40.86 - $54.38 $672K - $894K
10.8K $584K
UBS
Ubs Group Ag

Financial Services
-37.1K
- 20.44%
$26.12 - $33.82 $968K - $1.25M
144K $4.88M
NSIT
Insight Enterprises Inc

Technology
-4.16K
- 52.12%
$128.11 - $147.65 $533K - $614K
3.82K $527K
PLD
Prologis, Inc.

Real Estate
-3.05K
- 6.06%
$89.76 - $112.34 $274K - $343K
47.3K $4.97M
TLT
Ishares Barclays 20+ Year Trea

ETFs
-7.13K
- 69.81%
$83.97 - $92.85 $599K - $662K
3.08K $272K
ASX
Ase Technology Holding Co., Ltd.

Technology
-83K
- 64.53%
$7.42 - $10.65 $616K - $884K
45.6K $471K
ODFL
Old Dominion Freight Line, Inc.

Industrials
-3.64K
- 22.16%
$146.74 - $176.07 $534K - $640K
12.8K $2.07M
AYI
Acuity Brands Inc

Industrials
-2.79K
- 50.41%
$223.31 - $304.18 $622K - $847K
2.74K $817K
HST
Host Hotels & Resorts, Inc.

Real Estate
-46.3K
- 62.6%
$12.7 - $16.07 $588K - $744K
27.7K $424K
CBT
Cabot Corp

Basic Materials
-7.14K
- 69.64%
$72.47 - $84.35 $517K - $602K
3.11K $233K
PNRG
Primeenergy Resources Corp

Energy
-1.98K
- 53.67%
$142.9 - $225.05 $283K - $446K
1.71K $250K
AIZ
Assurant, Inc.

Financial Services
-2.57K
- 48.93%
$179.73 - $211.56 $462K - $543K
2.68K $529K
LYG
Lloyds Banking Group PLC

Financial Services
-254K
- 21.43%
$3.32 - $4.29 $844K - $1.09M
932K $3.96M
SPG
Simon Property Group Inc

Real Estate
-3.22K
- 35.64%
$140.37 - $171.44 $452K - $553K
5.82K $935K
BHP
Bhp Group LTD

Basic Materials
-11.4K
- 33.15%
$40.22 - $50.88 $460K - $582K
23.1K $1.11M
APP
App Lovin Corp

Technology
-5.87K
- 33.44%
$219.37 - $417.89 $1.29M - $2.45M
11.7K $4.09M
KHC
Kraft Heinz CO

Consumer Defensive
-15.3K
- 47.98%
$25.61 - $30.81 $391K - $470K
16.5K $427K
VTRS
Viatris Inc

Healthcare
-61K
- 72.96%
$7.26 - $9.12 $443K - $556K
22.6K $201K
ASML
Asml Holding Nv

Technology
-1.74K
- 27.7%
$595.37 - $815.24 $1.04M - $1.42M
4.54K $3.64M
TM
Toyota Motor Corp

Consumer Cyclical
-2.5K
- 13.61%
$158.63 - $195.39 $396K - $488K
15.8K $2.73M
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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