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
LSTR
Landstar System Inc

Industrials
-454
- 23.63%
$131.55 - $151.93 $59.7K - $69K
1.47K $203K
GDDY
Go Daddy Inc.

Technology
-458
- 3.4%
$162.11 - $192.36 $74.2K - $88.1K
13K $2.34M
PRU
Prudential Financial Inc

Financial Services
-407
- 4.53%
$95.12 - $112.71 $38.7K - $45.9K
8.59K $922K
FSK
Fs Kkr Capital Corp

Financial Services
-3.75K
- 16.76%
$17.95 - $21.5 $67.2K - $80.5K
18.6K $386K
REG
Regency Centers Corp

Real Estate
-991
- 25.26%
$65.48 - $74.74 $64.9K - $74.1K
2.93K $208K
AIG
American International Group, Inc.

Financial Services
-323
- 0.85%
$77.56 - $87.72 $25.1K - $28.3K
37.8K $3.24M
MUFG
Mitsubishi Ufj Financial Group Inc

Financial Services
-6.61K
- 3.35%
$10.79 - $14.14 $71.3K - $93.5K
191K $2.62M
IMMR
Immersion Corp

Technology
-10K
- 49.97%
$6.63 - $7.98 $66.4K - $80K
10K $79K
TGT
Target Corp

Consumer Defensive
-330
- 4.89%
$88.76 - $105.77 $29.3K - $34.9K
6.42K $633K
WTM
White Mountains Insurance Group LTD

Financial Services
-22
- 9.32%
$1699.35 - $1901.99 $37.4K - $41.8K
214 $384K
PRG
Prog Holdings, Inc.

Industrials
-4.1K
- 21.12%
$24.02 - $30.31 $98.6K - $124K
15.3K $449K
SUSA
Ishares Tr Msci Usa Esg Select

ETFs
-1.09K
- 19.15%
$101.97 - $126.75 $111K - $139K
4.62K $585K
CBL
Cbl & Associates Properties Inc

Real Estate
-2.09K
- 20.56%
$22.42 - $27.27 $46.9K - $57K
8.08K $205K
MOH
Molina Healthcare, Inc.

Healthcare
-80
- 6.16%
$290.25 - $353.24 $23.2K - $28.3K
1.22K $363K
EQR
Equity Residential

Real Estate
-160
- 1.25%
$61.82 - $71.72 $9.89K - $11.5K
12.7K $856K
UPLD
Upland Software, Inc.

Technology
-9.56K
- 19.76%
$1.73 - $2.97 $16.5K - $28.4K
38.8K $75K
NDSN
Nordson Corp

Industrials
-511
- 13.32%
$167.51 - $223.5 $85.6K - $114K
3.33K $712K
HCC
Warrior Met Coal, Inc.

Basic Materials
-675
- 4.43%
$40.66 - $50.18 $27.4K - $33.9K
14.6K $667K
SNX
Td Synnex Corp

Technology
-1.26K
- 35.56%
$95.81 - $137.79 $120K - $173K
2.28K $309K
AFCG
Afc Gamma, Inc.

Real Estate
-4.26K
- 11.97%
$4.38 - $5.83 $18.7K - $24.8K
31.3K $140K
NL
Nl Industries Inc

Industrials
-2.5K
- 8.81%
$6.1 - $9.07 $15.2K - $22.6K
25.8K $165K
RELL
Richardson Electronics, Ltd.

Technology
-3.11K
- 17.49%
$8.12 - $10.92 $25.3K - $34K
14.7K $141K
LYTS
Lsi Industries Inc

Technology
-3.33K
- 8.07%
$14.31 - $17.43 $47.7K - $58K
37.9K $645K
SUZ
Suzano S.A.

Basic Materials
-5.9K
- 27.25%
$8.48 - $9.86 $50.1K - $58.2K
15.8K $148K
XLE
Energy Sector Spdr

ETFs
-187
- 3.88%
$76.44 - $94.13 $14.3K - $17.6K
4.64K $393K
DVY
Ishares Tr

ETFs
-396
- 15.75%
$118.37 - $134.86 $46.9K - $53.4K
2.12K $281K
PNR
Pentair PLC

Industrials
-904
- 29.83%
$76.17 - $103.58 $68.9K - $93.6K
2.13K $218K
FCNCA
First Citizens Bancshares Inc

Financial Services
-37
- 13.55%
$1561.69 - $1966.55 $57.8K - $72.8K
236 $461K
STLD
Steel Dynamics Inc

Basic Materials
-448
- 6.7%
N/A
6.24K $612K
TFII
Tfi International Inc.

Industrials
-1.24K
- 21.67%
$73.75 - $91.79 $91.3K - $114K
4.47K $401K
ESGE
Ishares, Inc. Ishares Esg Awar

ETFs
-2.22K
- 20.33%
$30.87 - $39.17 $68.5K - $86.9K
8.69K $340K
SF
Stifel Financial Corp

Financial Services
-662
- 21.23%
$76.49 - $103.78 $50.6K - $68.7K
2.46K $254K
BSV
Vanguard Bd Index Fd Inc Short

ETFs
-530
- 7.99%
$77.74 - $78.78 $41.2K - $41.8K
6.11K $480K
GILT
Gilat Satellite Networks LTD

Technology
-7.02K
- 40.29%
$5.47 - $7.09 $38.4K - $49.7K
10.4K $73K
IBDR
Ishares Tr Ibonds Dec 2026 Ter

ETFs
-1.57K
- 6.47%
N/A
22.7K $539K
L
Loews Corp

Financial Services
-370
- 5.23%
$80.89 - $92.09 $29.9K - $34.1K
6.71K $614K
CVLG
Covenant Logistics Group, Inc.

Industrials
-3.69K
- 12.06%
$17.73 - $24.29 $65.3K - $89.5K
26.9K $647K
ETD
Ethan Allen Interiors Inc

Consumer Cyclical
-1.19K
- 7.5%
$25.26 - $29.45 $30.1K - $35.1K
14.7K $408K
IBDS
Ishares Tr Ibonds Dec 2027 Ter

ETFs
-1.3K
- 5.3%
$23.96 - $24.27 $31.2K - $31.6K
23.3K $564K
BRC
Brady Corp

Industrials
-168
- 2.61%
$64.32 - $76.24 $10.8K - $12.8K
6.26K $425K
IWR
Ishares Russell Mid Cap ETF

ETFs
-504
- 17.98%
$74.88 - $91.97 $37.7K - $46.4K
2.3K $211K
MFG
Mizuho Financial Group Inc

Financial Services
-5.33K
- 4.49%
$4.25 - $5.66 $22.7K - $30.2K
113K $631K
JNPR
Juniper Networks Inc

Technology
-1.25K
- 17.22%
$33.93 - $39.93 $42.3K - $49.8K
6K $239K
VLO
Valero Energy Corp

Energy
-359
- 3.17%
$104.69 - $141.77 $37.6K - $50.9K
11K $1.47M
TOL
Toll Brothers, Inc.

Consumer Cyclical
-1.38K
- 8.73%
$90.5 - $114.3 $125K - $158K
14.4K $1.65M
COIN
Coinbase Global, Inc.

Technology
-832
- 54.27%
$151.47 - $375.07 $126K - $312K
701 $245K
HRB
H&R Block Inc

Consumer Cyclical
-324
- 0.99%
$54.32 - $63.04 $17.6K - $20.4K
32.3K $1.77M
IBDU
Ishares Tr Ibonds Dec 2029 Ter

ETFs
-900
- 5.22%
$22.7 - $23.33 $20.4K - $21K
16.3K $380K
IBDT
Ishares Tr Ibonds Dec 2028 Ter

ETFs
-800
- 4.31%
$24.94 - $25.42 $20K - $20.3K
17.8K $451K
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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