Ritholtz Wealth Management Reduced Holdings in Q1 2025

Ritholtz Wealth Management

  • $3.29 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
SNY
Sanofi

Healthcare
-4.58K
- 10.77%
$48.15 - $59.42 $221K - $272K
38K $2.11M
CHKP
Check Point Software Technologies LTD

Technology
-979
- 14.41%
$179.88 - $231.31 $176K - $226K
5.81K $1.33M
CASY
Caseys General Stores Inc

Consumer Cyclical
-2
- 0.12%
$378.71 - $442.54 $757 - $885
1.6K $694K
MTG
Mgic Investment Corp

Financial Services
-1.47K
- 1.6%
$22.56 - $25.71 $33.2K - $37.8K
90.2K $2.24M
WCN
Waste Connections, Inc.

Industrials
-53
- 1.75%
$169.89 - $195.19 $9K - $10.3K
2.98K $582K
IBN
Icici Bank LTD

Financial Services
-405
- 0.87%
$27.55 - $31.67 $11.2K - $12.8K
46K $1.45M
KLAC
Kla Corp

Technology
-181
- 4.77%
$636.62 - $777.63 $115K - $141K
3.61K $2.46M
GOLD
Barrick Gold Corp

Basic Materials
-17
- 0.1%
$15.45 - $19.56 $263 - $333
17.6K $342K
MUFG
Mitsubishi Ufj Financial Group Inc

Financial Services
-22.6K
- 10.28%
$11.66 - $14.98 $264K - $339K
197K $2.69M
OMAB
Central North Airport Group

Industrials
-112
- 0.92%
$69.07 - $83.17 $7.74K - $9.32K
12.1K $948K
SE
Sea LTD

Consumer Cyclical
-13
- 0.2%
$104.87 - $146.31 $1.36K - $1.9K
6.45K $841K
ALL
Allstate Corp

Financial Services
-115
- 0.8%
$180.99 - $210.18 $20.8K - $24.2K
14.2K $2.94M
CI
Cigna Corp

Healthcare
-208
- 4.36%
$274.49 - $329.0 $57.1K - $68.4K
4.56K $1.5M
VIPS
Vipshop Holdings LTD

Consumer Cyclical
-6.76K
- 4.96%
$12.68 - $17.71 $85.7K - $120K
130K $2.03M
MDLZ
Mondelez International, Inc.

Consumer Defensive
-2.07K
- 4.82%
$56.12 - $68.15 $116K - $141K
40.9K $2.78M
KR
Kroger CO

Consumer Defensive
-1.99K
- 3.7%
$58.36 - $67.72 $116K - $135K
51.8K $3.51M
VGK
Vanguard Ftse Europe ETF Ftse

ETFs
-610
- 1.73%
$63.07 - $73.5 $38.5K - $44.8K
34.6K $2.45M
PDD
Pinduoduo Inc.

Consumer Cyclical
-553
- 3.98%
$94.68 - $131.34 $52.4K - $72.6K
13.3K $1.58M
GLD
Spdr Gold Trust

ETFs
-137
- 2.25%
$243.19 - $288.14 $33.3K - $39.5K
5.95K $1.72M
KOF
Coca Cola Femsa Sab De Cv

Consumer Defensive
-1.34K
- 4.77%
$74.5 - $92.3 $99.5K - $123K
26.7K $2.44M
BTI
British American Tobacco P.L.C.

Consumer Defensive
-13.7K
- 7.87%
$35.35 - $42.74 $484K - $586K
161K $6.64M
BCS
Barclays PLC

Financial Services
-2.03K
- 0.94%
$12.69 - $16.25 $25.7K - $32.9K
214K $3.29M
RELX
Relx PLC

Communication Services
-4.27K
- 2.88%
$45.34 - $51.91 $194K - $222K
144K $7.26M
CAH
Cardinal Health Inc

Healthcare
-229
- 0.8%
$118.02 - $137.77 $27K - $31.5K
28.4K $3.91M
VZ
Verizon Communications Inc

Communication Services
-8.3K
- 4.76%
$37.81 - $46.49 $314K - $386K
166K $7.53M
DFEV
Dimensional ETF Tr Emerging Mk

ETFs
-9.27K
- 0.91%
$25.44 - $27.95 $236K - $259K
1.01M $27.3M
SAN
Banco Santander, S.A.

Financial Services
-39.7K
- 9.38%
$4.46 - $7.14 $177K - $283K
383K $2.57M
AZO
Autozone Inc

Consumer Cyclical
-10
- 0.84%
$3193.96 - $3828.11 $31.9K - $38.3K
1.18K $4.48M
SHEL
Shell PLC

Energy
-1.4K
- 1.77%
$62.84 - $73.29 $88K - $103K
77.7K $5.7M
HSBC
Hsbc Holdings PLC

Financial Services
-3.31K
- 2.35%
$48.68 - $61.58 $161K - $204K
138K $7.91M
LLY
Eli Lilly & CO

Healthcare
-124
- 0.58%
$725.72 - $929.72 $90K - $115K
21.1K $17.4M
LYG
Lloyds Banking Group PLC

Financial Services
-61.4K
- 4.92%
$2.58 - $3.9 $158K - $239K
1.19M $4.53M
NVS
Novartis Ag

Healthcare
-1.16K
- 1.26%
$97.14 - $115.57 $113K - $134K
91.3K $10.2M
ORI
Old Republic International Corp

Financial Services
-3.14K
- 0.53%
$33.46 - $39.22 $105K - $123K
586K $23M
Activity Summary
Buys All Purchases 542 New Holdings 126 Increased Positions 416 Sells All Sells 335 Reductions 335 Sold out 0 Options Calls 1 Puts 0
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