Ritholtz Wealth Management Reduced Holdings in Q3 2024

Ritholtz Wealth Management

  • $3.28 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
CRESY
Cresud Inc

Industrials
-2.81K
- 9.85%
$7.11 - $9.24 $20K - $26K
25.8K $222K
UPS
United Parcel Service Inc

Industrials
-72
- 2.46%
$123.32 - $147.38 $8.88K - $10.6K
2.86K $389K
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
-1.13K
- 6.06%
$60.84 - $67.51 $68.9K - $76.4K
17.6K $1.19M
ACTG
Acacia Research Corp

Industrials
-1.05K
- 7.03%
$4.48 - $5.62 $4.71K - $5.91K
13.9K $64K
WU
Western Union CO

Financial Services
-328
- 2.67%
$11.35 - $12.97 $3.72K - $4.25K
12K $142K
ARC
Arc Document Solutions, Inc.

Industrials
-14.1K
- 25.42%
$2.91 - $3.39 $41.1K - $47.9K
41.5K $140K
APT
Alpha Pro Tech LTD

Industrials
-2.14K
- 5.89%
$5.12 - $6.36 $10.9K - $13.6K
34.1K $194K
DAL
Delta Air Lines, Inc.

Industrials
-580
- 7.57%
$37.32 - $51.8 $21.6K - $30K
7.08K $359K
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
-500
- 10.26%
$60.13 - $68.17 $30.1K - $34.1K
4.37K $296K
DLS
Wisdomtree Tr Intl Small Cap D

ETFs
-1.93K
- 8.28%
$61.97 - $69.37 $120K - $134K
21.4K $1.48M
LSEA
Landsea Homes Corp

Real Estate
-8.22K
- 25.97%
$8.44 - $13.68 $69.4K - $112K
23.4K $289K
Bunge Global Sa
-121
- 4.06%
N/A
2.86K $0
CECE
Ceco Environmental Corp

Industrials
-930
- 5.79%
N/A
15.1K $0
Celestica Inc
-2.02K
- 2.08%
N/A
95K $0
Perion Network LTD
-1.16K
- 8.45%
N/A
12.5K $0
Ge Vernova Inc
-62
- 1.57%
N/A
3.89K $0
Rb Global Inc
-88
- 1.31%
N/A
6.63K $0
UTWO
Rbb Fd Inc Us Treas 2 Yr Nt Et
-22.3K
- 57.71%
N/A
16.3K $0
Bank Montreal Medium
-502
- 44.5%
N/A
626 $0
Aegon LTD
-590
- 1.16%
N/A
50.1K $0
VUSB
Vanguard Bd Index Fds
-2
- 0.01%
N/A
15.4K $0
America Movil Sab De Cv
-16.3K
- 45.87%
N/A
19.3K $0
Newpark Res Inc
-32.2K
- 16.96%
N/A
157K $0
VCIT
Vanguard Intermediate Term Cor

ETFs
-102
- 4.01%
$79.29 - $84.02 $8.09K - $8.57K
2.44K $204K
GLRE
Greenlight Capital Re, Ltd.

Financial Services
-1.15K
- 3.62%
$12.11 - $14.16 $14K - $16.3K
30.7K $419K
IWB
Ishares Tr Russell 1000 ETF

ETFs
-41
- 4.58%
$283.28 - $314.39 $11.6K - $12.9K
854 $268K
BDX
Becton Dickinson & CO

Healthcare
-15
- 1.49%
$221.47 - $242.41 $3.32K - $3.64K
992 $239K
CCEP
Coca Cola Europacific Partners PLC

Consumer Defensive
-1.25K
- 7.13%
$72.22 - $81.88 $90.5K - $103K
16.3K $1.29M
HCC
Warrior Met Coal, Inc.

Basic Materials
-177
- 1.13%
$51.68 - $73.37 $9.15K - $13K
15.5K $987K
XLI
Industrial Sector Spdr

ETFs
-229
- 8.43%
$120.56 - $135.44 $27.6K - $31K
2.49K $336K
TEF
Telefonica S A

Communication Services
-3.17K
- 9.01%
$4.18 - $4.9 $13.3K - $15.6K
32.1K $155K
ZDGE
Zedge, Inc.

Communication Services
-1.09K
- 6.53%
$2.87 - $4.23 $3.12K - $4.6K
15.6K $57K
IDXX
Idexx Laboratories Inc

Healthcare
-8
- 1.19%
$455.08 - $517.19 $3.64K - $4.14K
665 $335K
RDN
Radian Group Inc

Financial Services
-2.72K
- 9.41%
$31.05 - $37.16 $84.4K - $101K
26.2K $907K
ESGE
Ishares, Inc. Ishares Esg Awar

ETFs
-723
- 6.02%
$32.04 - $37.11 $23.2K - $26.8K
11.3K $411K
IVW
Ishares S&P 500 Growth ETF

ETFs
-81
- 1.49%
$84.77 - $97.13 $6.87K - $7.87K
5.37K $513K
ON
On Semiconductor Corp

Technology
-36
- 1.18%
$66.39 - $78.74 $2.39K - $2.83K
3.01K $218K
BELFB
Bel Fuse Inc.

Technology
-2.64K
- 15.94%
$61.07 - $81.01 $161K - $213K
13.9K $1.09M
HOLX
Hologic Inc

Healthcare
-214
- 5.18%
$73.48 - $83.64 $15.7K - $17.9K
3.92K $319K
SCHE
Schwab Strategic Tr Us Emergin

ETFs
-372
- 3.89%
$25.45 - $29.53 $9.47K - $11K
9.18K $267K
HNRG
Hallador Energy CO

Energy
-884
- 6.46%
$5.34 - $9.7 $4.72K - $8.57K
12.8K $120K
CHKP
Check Point Software Technologies LTD

Technology
-1.04K
- 13.28%
$165.0 - $195.47 $172K - $204K
6.81K $1.31M
FCX
Freeport Mcmoran Inc

Basic Materials
-98
- 0.58%
$39.52 - $51.92 $3.87K - $5.09K
16.7K $834K
KMI
Kinder Morgan, Inc.

Energy
-1.7K
- 6.98%
$19.72 - $22.22 $33.6K - $37.8K
22.7K $501K
JBL
Jabil Inc

Technology
-1.35K
- 8.34%
$97.55 - $126.65 $131K - $170K
14.8K $1.77M
BBW
Build A Bear Workshop Inc

Consumer Cyclical
-6.98K
- 24.69%
$23.94 - $34.37 $167K - $240K
21.3K $732K
SCS
Steelcase Inc

Industrials
-1.26K
- 1.82%
$12.27 - $14.49 $15.4K - $18.2K
67.8K $914K
EQH
Equitable Holdings, Inc.

Financial Services
-221
- 0.88%
$37.05 - $43.61 $8.19K - $9.64K
25K $1.05M
DOX
Amdocs LTD

Technology
-55
- 1.87%
$78.13 - $87.85 $4.3K - $4.83K
2.89K $253K
Activity Summary
Buys All Purchases 497 New Holdings 105 Increased Positions 392 Sells All Sells 344 Reductions 344 Sold out 0 Options Calls 0 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