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
MHK
Mohawk Industries Inc

Consumer Cyclical
-759
- 7.09%
$97.99 - $117.15 $74.4K - $88.9K
9.95K $1.04M
MD
Mednax, Inc.

Healthcare
-12.3K
- 50.8%
$12.0 - $15.17 $147K - $186K
11.9K $170K
TKC
Turkcell Iletisim Hizmetleri A S

Communication Services
-18.8K
- 5.31%
$5.61 - $6.49 $105K - $122K
335K $2.02M
CF
Cf Industries Holdings, Inc.

Basic Materials
-3.52K
- 32.1%
$68.47 - $102.48 $241K - $361K
7.45K $685K
TTE
Total Energies Se

Energy
-2.49K
- 3.93%
N/A
60.8K $4.17M
WLFC
Willis Lease Finance Corp

Industrials
-929
- 37.37%
$130.99 - $160.57 $122K - $149K
1.56K $222K
CNM
Core & Main, Inc.

Industrials
-4.6K
- 51.44%
$44.53 - $60.36 $205K - $278K
4.34K $261K
DVA
Davita Inc.

Healthcare
-667
- 9.97%
$133.5 - $155.51 $89K - $104K
6.02K $857K
MAPS
Wm Technology, Inc.

Technology
-120K
- 47.06%
$0.88 - $1.29 $105K - $154K
135K $121K
ELV
Elevance Health, Inc.

Healthcare
-59
- 1.91%
$372.27 - $452.69 $22K - $26.7K
3.02K $1.18M
SND
Smart Sand, Inc.

Energy
-38.8K
- 27.04%
$1.81 - $2.56 $70.2K - $99.3K
105K $210K
TEVA
Teva Pharmaceutical Industries LTD

Healthcare
-11.3K
- 51.78%
$12.82 - $18.15 $145K - $205K
10.5K $176K
AMRX
Amneal Pharmaceuticals, Inc.

Healthcare
-15.1K
- 12.59%
$6.97 - $8.23 $105K - $124K
105K $847K
OB
Outbrain Inc.

Communication Services
-33.6K
- 58.0%
$2.37 - $3.9 $79.5K - $131K
24.3K $60K
KMB
Kimberly Clark Corp

Consumer Defensive
-337
- 4.1%
$126.84 - $145.22 $42.7K - $48.9K
7.88K $1.02M
CMI
Cummins Inc

Industrials
-708
- 12.36%
$267.12 - $336.65 $189K - $238K
5.02K $1.64M
ORCC
Owl Rock Capital Corp

Financial Services
-11.4K
- 35.02%
N/A
21.2K $283K
PKX
Posco Holdings Inc.

Basic Materials
-3.25K
- 40.87%
$41.43 - $49.85 $135K - $162K
4.7K $227K
SCSC
Scansource, Inc.

Technology
-7.24K
- 36.15%
$29.63 - $42.15 $214K - $305K
12.8K $534K
CHD
Church & Dwight CO Inc

Consumer Defensive
-212
- 2.43%
$91.57 - $110.76 $19.4K - $23.5K
8.51K $817K
JXN
Jackson Financial Inc.

Financial Services
-2.84K
- 12.85%
$70.35 - $89.5 $200K - $254K
19.3K $1.71M
AON
Aon PLC

Financial Services
-130
- 5.94%
$335.85 - $398.81 $43.7K - $51.8K
2.06K $734K
CRAI
Cra International, Inc.

Industrials
-1.02K
- 26.35%
$160.48 - $195.43 $164K - $200K
2.86K $535K
ARGX
Argenx Se

Healthcare
-182
- 20.29%
$532.27 - $656.65 $96.9K - $120K
715 $394K
TTSH
Tile Shop Holdings, Inc.

Consumer Cyclical
-20.1K
- 32.71%
$5.4 - $6.77 $109K - $136K
41.4K $263K
OKE
Oneok Inc

Energy
-877
- 24.71%
$78.71 - $100.37 $69K - $88K
2.67K $218K
MG
Mistras Group, Inc.

Industrials
-8.71K
- 36.45%
$7.26 - $10.49 $63.2K - $91.4K
15.2K $121K
FNF
Fidelity National Financial, Inc.

Financial Services
-1.45K
- 28.54%
$53.62 - $66.59 $77.9K - $96.8K
3.64K $203K
ELS
Equity Lifestyle Properties Inc

Real Estate
-1.28K
- 14.23%
$61.46 - $68.02 $78.6K - $87K
7.71K $475K
CURV
Torrid Holdings Inc.

Consumer Cyclical
-14.4K
- 45.83%
$2.95 - $6.46 $42.4K - $92.8K
17K $50K
DOCU
Docusign, Inc.

Technology
-1.34K
- 34.08%
$70.35 - $93.84 $94.1K - $126K
2.59K $201K
PCAR
Paccar Inc

Industrials
-1.05K
- 12.98%
$86.4 - $99.09 $90.5K - $104K
7.02K $667K
A
Agilent Technologies, Inc.

Healthcare
-1K
- 33.93%
$99.29 - $120.52 $99.5K - $121K
1.95K $230K
MUSA
Murphy Usa Inc.

Consumer Cyclical
-111
- 10.32%
$388.56 - $520.27 $43.1K - $57.7K
965 $392K
CIA
Citizens, Inc.

Financial Services
-18.9K
- 44.98%
$3.32 - $4.81 $62.6K - $90.7K
23.1K $80K
VNQ
Vanguard Specialized Funds Van

ETFs
-1.14K
- 8.35%
$79.79 - $91.42 $90.6K - $104K
12.5K $1.11M
AOMR
Angel Oak Mortgage, Inc.

Real Estate
-10.3K
- 11.18%
$7.5 - $10.17 $77.6K - $105K
82.2K $774K
REGN
Regeneron Pharmaceuticals, Inc.

Healthcare
-100
- 20.58%
$483.07 - $625.6 $48.3K - $62.6K
386 $202K
TW
Tradeweb Markets Inc.

Financial Services
-660
- 32.38%
$125.37 - $149.02 $82.7K - $98.4K
1.38K $201K
SHO
Sunstone Hotel Investors, Inc.

Real Estate
-9.6K
- 45.22%
N/A
11.6K $118K
ATHM
Autohome Inc.

Communication Services
-2.51K
- 15.94%
$23.81 - $28.05 $59.7K - $70.4K
13.2K $341K
BAH
Booz Allen Hamilton Holding Corp

Industrials
-875
- 22.99%
$99.97 - $129.69 $87.5K - $113K
2.93K $305K
STRW
Strawberry Fields Reit, Inc.
-5.94K
- 27.49%
$9.72 - $11.85 $57.7K - $70.4K
15.7K $165K
FVD
First Tr Value Line Divid Inde

ETFs
-2.1K
- 27.93%
$40.62 - $45.12 $85.2K - $94.7K
5.41K $242K
UHS
Universal Health Services Inc

Healthcare
-206
- 2.65%
$157.05 - $197.94 $32.4K - $40.8K
7.57K $1.37M
PCYG
Park City Group Inc

Technology
-8.73K
- 37.43%
N/A
14.6K $146K
CRBN
Ishares Tr Msci Acwi Low Carbo

ETFs
-855
- 18.63%
$170.2 - $211.82 $146K - $181K
3.73K $790K
RDY
Dr Reddys Laboratories LTD

Healthcare
-11K
- 25.42%
$12.36 - $16.17 $136K - $178K
32.3K $485K
IT
Gartner Inc

Technology
-119
- 5.07%
$377.5 - $449.52 $44.9K - $53.5K
2.23K $899K
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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