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
SWIM
Latham Group, Inc.

Industrials
-2.63K
- 17.11%
$4.72 - $6.76 $12.4K - $17.8K
12.7K $81K
CRESY
Cresud Inc

Industrials
-923
- 3.87%
$9.48 - $12.41 $8.75K - $11.5K
22.9K $246K
IBDV
Ishares Tr

Technology
-935
- 5.58%
$21.28 - $21.98 $19.9K - $20.6K
15.8K $347K
PFF
Ishares Trust Ishares Pfd And

ETFs
-531
- 7.36%
$29.0 - $30.68 $15.4K - $16.3K
6.69K $205K
EVC
Entravision Communications Corp

Communication Services
-11.3K
- 23.05%
$1.82 - $2.43 $20.5K - $27.4K
37.7K $87K
AMG
Affiliated Managers Group, Inc.

Financial Services
-317
- 19.18%
$143.35 - $197.67 $45.4K - $62.7K
1.34K $262K
GRBK
Green Brick Partners, Inc.

Consumer Cyclical
-223
- 0.92%
N/A
24.1K $1.34M
USRT
Ishares Core U.S. Reit ETF

ETFs
-162
- 3.02%
$50.37 - $57.97 $8.16K - $9.39K
5.2K $294K
DOLE
Dole PLC

Consumer Defensive
-308
- 2.05%
$13.31 - $15.19 $4.1K - $4.68K
14.8K $206K
MMMB
Mama Mancini'S Holdings, Inc.

Consumer Defensive
-2.75K
- 11.18%
N/A
21.9K $83K
SKM
Sk Telecom CO LTD

Communication Services
-3.54K
- 9.99%
$20.0 - $23.35 $70.8K - $82.7K
31.9K $744K
IX
Orix Corp

Financial Services
-6.31K
- 7.56%
$18.25 - $22.52 $115K - $142K
77.1K $1.74M
VLGEA
Village Super Market Inc

Consumer Defensive
-179
- 3.3%
$34.78 - $40.13 $6.23K - $7.18K
5.25K $202K
VNT
Vontier Corp

Technology
-1.07K
- 12.17%
$28.04 - $37.3 $30K - $39.9K
7.73K $285K
CVE
Cenovus Energy Inc.

Energy
-16
- 0.14%
$10.58 - $14.83 $169 - $237
11.7K $159K
DBEF
Xtrackers Msci Eafe Hedged Equ

ETFs
-106
- 1.47%
$38.18 - $45.52 $4.05K - $4.83K
7.1K $310K
RRX
Regal Rexnord Corp

Industrials
-445
- 22.49%
$94.06 - $147.0 $41.9K - $65.4K
1.53K $222K
Taylor Devices Inc
-764
- 11.73%
N/A
5.75K $0
Brookfield Asset Managmt LTD
-7.76K
- 59.7%
N/A
5.24K $0
Crane Company
-5
- 0.07%
N/A
6.93K $0
Brookfield Corp
-923
- 1.89%
N/A
48K $0
Canadian Pacific Kansas City
-2.04K
- 23.04%
N/A
6.81K $0
Celestica Inc
-25.4K
- 31.85%
N/A
54.2K $0
Core Natural Resources Inc
-3.6K
- 30.92%
N/A
8.04K $0
Arm Holdings PLC
-8
- 0.34%
N/A
2.37K $0
Annaly Capital Management In
-627
- 2.64%
N/A
23.1K $0
CECE
Ceco Environmental Corp

Industrials
-643
- 4.28%
N/A
14.4K $0
Zymeworks Inc
-35.3K
- 58.29%
N/A
25.2K $0
Liberty Global LTD
-25.7K
- 63.23%
N/A
14.9K $0
Primo Brands Corporation
-450
- 2.63%
N/A
16.7K $0
HEIA
Heico Crp Cl A
-367
- 4.06%
N/A
8.68K $0
CRH.L
Crh PLC

Basic Materials
-3.98K
- 8.88%
N/A
40.8K $0
Perion Network LTD
-1.29K
- 10.6%
N/A
10.9K $0
Npk International Inc
-27K
- 71.8%
N/A
10.6K $0
Ferguson Enterprises Inc
-14
- 0.61%
N/A
2.28K $0
IDT
Idt Corp

Communication Services
-5.29K
- 24.88%
$46.41 - $68.62 $246K - $363K
16K $1.09M
LECO
Lincoln Electric Holdings Inc

Industrials
-96
- 8.03%
$167.18 - $211.38 $16K - $20.3K
1.1K $228K
IWM
Ishares Russell 2000 ETF

ETFs
-201
- 7.31%
$174.82 - $215.79 $35.1K - $43.4K
2.55K $550K
CVU
Cpi Aerostructures, Inc.

Industrials
-79
- 0.29%
$2.88 - $3.62 $228 - $286
26.8K $93K
SHM
Spdr Nuveen Bloomberg Short Te

ETFs
-12
- 0.07%
$47.02 - $47.83 $564 - $574
18K $861K
VOE
Vanguard Mid Cap Value Index F

ETFs
-172
- 2.84%
$141.87 - $164.49 $24.4K - $28.3K
5.88K $967K
UVV
Universal Corp

Consumer Defensive
-157
- 2.34%
$50.84 - $65.39 $7.98K - $10.3K
6.54K $381K
CALM
Cal Maine Foods Inc

Consumer Defensive
-192
- 6.14%
$90.17 - $103.07 $17.3K - $19.8K
2.93K $292K
AXS
Axis Capital Holdings LTD

Financial Services
-41
- 1.06%
$87.23 - $106.93 $3.58K - $4.38K
3.81K $395K
AOM
Ishares Tr Core Moderate Alloc

ETFs
-731
- 3.58%
$41.55 - $46.04 $30.4K - $33.7K
19.7K $906K
GLRE
Greenlight Capital Re, Ltd.

Financial Services
-907
- 3.03%
$12.45 - $14.96 $11.3K - $13.6K
29K $416K
GCI
Gannett Co., Inc.

Communication Services
-10.7K
- 14.5%
$2.64 - $3.71 $28.2K - $39.6K
62.9K $225K
TMHC
Taylor Morrison Home Corp

Consumer Cyclical
-169
- 0.94%
$53.93 - $61.5 $9.11K - $10.4K
17.9K $1.1M
NXPI
Nxp Semiconductors N.V.

Technology
-443
- 11.3%
$153.5 - $218.72 $68K - $96.9K
3.48K $759K
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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