Ritholtz Wealth Management Sells in Q3 2024

Ritholtz Wealth Management

  • $3.28 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
MSFT
Microsoft Corp

Technology
-1.67K
- 1.13%
$395.15 - $467.56 $660K - $781K
147K $63.1M
AMZN
Amazon Com Inc

Consumer Cyclical
-7.46K
- 3.86%
$161.02 - $200.0 $1.2M - $1.49M
186K $34.6M
DPZ
Dominos Pizza Inc

Consumer Cyclical
-4.75K
- 68.2%
$402.52 - $505.35 $1.91M - $2.4M
2.22K $953K
GOOGL
Alphabet Inc.

Communication Services
-590
- 0.48%
$148.65 - $191.18 $87.7K - $113K
123K $20.4M
LLY
Eli Lilly & CO

Healthcare
-1.87K
- 8.09%
$772.14 - $960.02 $1.44M - $1.79M
21.2K $18.8M
GOOG
Alphabet Inc.

Communication Services
-1.99K
- 1.86%
$149.54 - $192.66 $297K - $383K
105K $17.5M
MCK
Mckesson Corp

Healthcare
-1.48K
- 10.44%
$479.06 - $630.38 $711K - $935K
12.7K $6.29M
VT
Vanguard Total World Stk Index

ETFs
-17K
- 43.68%
$107.72 - $119.96 $1.84M - $2.04M
22K $2.63M
HON
Honeywell International Inc

Industrials
-6.91K
- 21.29%
$196.73 - $220.21 $1.36M - $1.52M
25.5K $5.28M
LRCX
Lam Research Corp

Technology
-636
- 18.67%
$731.56 - $1127.3 $465K - $717K
2.77K $2.26M
BALT
Innovator Etfs Tr
-43.4K
- 53.89%
$29.76 - $30.83 $1.29M - $1.34M
37.1K $1.14M
CNI
Canadian National Railway CO

Industrials
-10.2K
- 37.82%
$110.1 - $123.65 $1.12M - $1.26M
16.8K $1.97M
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
-13K
- 62.45%
$91.42 - $91.82 $1.19M - $1.19M
7.82K $717K
ADBE
Adobe Inc.

Technology
-951
- 5.24%
$508.13 - $586.55 $483K - $558K
17.2K $8.91M
SMCI
Super Micro Computer, Inc.

Technology
-870
- 45.38%
$386.46 - $909.96 $336K - $792K
1.05K $435K
BP
Bp PLC

Energy
-20.5K
- 19.57%
$30.78 - $37.05 $630K - $758K
84.1K $2.64M
RIO
Rio Tinto PLC

Basic Materials
-21.9K
- 25.9%
$59.71 - $71.21 $1.31M - $1.56M
62.6K $4.45M
VV
Vanguard Large Cap ETF

ETFs
-4.84K
- 20.59%
$236.92 - $263.4 $1.15M - $1.28M
18.7K $4.92M
MU
Micron Technology Inc

Technology
-2.24K
- 9.87%
$86.27 - $136.82 $194K - $307K
20.5K $2.12M
HMC
Honda Motor CO LTD

Consumer Cyclical
-24K
- 16.89%
$29.02 - $33.61 $696K - $806K
118K $3.74M
IBDP
Ishares Ibonds Dec 2024 Term C

ETFs
-32.9K
- 66.97%
$25.04 - $25.21 $823K - $829K
16.2K $408K
CNQ
Canadian Natural Resources LTD

Energy
-14.6K
- 12.3%
$31.97 - $37.41 $467K - $547K
104K $3.46M
ELV
Elevance Health, Inc.

Healthcare
-1.19K
- 26.67%
$500.12 - $562.29 $596K - $670K
3.28K $1.7M
IBDQ
Ishares Ibonds Dec 2025 Term C

ETFs
-28.3K
- 52.65%
$24.78 - $25.11 $700K - $710K
25.4K $637K
DE
Deere & CO

Industrials
-2.21K
- 43.12%
$344.84 - $418.0 $760K - $922K
2.91K $1.21M
IBDR
Ishares Tr Ibonds Dec 2026 Ter

ETFs
-28.7K
- 52.02%
$23.75 - $23.75 $681K - $681K
26.4K $628K
DELL
Dell Technologies Inc.

Technology
-612
- 1.99%
$87.89 - $145.97 $53.8K - $89.3K
30.1K $3.57M
QCOM
Qualcomm Inc

Technology
-528
- 2.7%
$156.12 - $209.64 $82.4K - $111K
19K $3.24M
PFF
Ishares Trust Ishares Pfd And

ETFs
-21.3K
- 72.92%
$31.18 - $33.5 $665K - $714K
7.92K $263K
BAC
Bank Of America Corp

Financial Services
-16.1K
- 8.46%
$36.65 - $44.13 $590K - $710K
174K $6.91M
LBRT
Liberty Energy Inc.

Energy
-16.7K
- 9.38%
$18.68 - $24.15 $313K - $404K
162K $3.09M
IBDS
Ishares Tr Ibonds Dec 2027 Ter

ETFs
-27.7K
- 51.01%
$23.63 - $24.42 $655K - $677K
26.6K $649K
INTC
Intel Corp

Technology
-14.4K
- 37.73%
$18.9 - $34.87 $273K - $504K
23.8K $559K
GSM
Ferroglobe PLC

Basic Materials
-84K
- 41.81%
$4.13 - $6.01 $347K - $505K
117K $542K
MRK
Merck & Co., Inc.

Healthcare
-109
- 0.22%
$111.15 - $128.97 $12.1K - $14.1K
50K $5.68M
ASX
Ase Technology Holding Co., Ltd.

Technology
-16.8K
- 7.95%
$8.6 - $12.5 $144K - $210K
194K $1.9M
KLAC
Kla Corp

Technology
-313
- 6.37%
$696.17 - $892.35 $218K - $279K
4.6K $3.56M
AMAT
Applied Materials Inc

Technology
-326
- 2.76%
$174.88 - $254.97 $57K - $83.1K
11.5K $2.32M
VRSK
Verisk Analytics, Inc.

Industrials
-1.71K
- 28.9%
$260.31 - $285.99 $445K - $489K
4.2K $1.13M
VNQ
Vanguard Specialized Funds Van

ETFs
-7.5K
- 37.67%
$82.97 - $98.97 $622K - $742K
12.4K $1.21M
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
-7.41K
- 41.76%
$63.28 - $70.06 $469K - $519K
10.3K $724K
JEPI
J P Morgan Exchange Traded Fd

ETFs
-7.95K
- 58.03%
$54.98 - $59.51 $437K - $473K
5.75K $342K
CVX
Chevron Corp

Energy
-1.49K
- 7.05%
$137.88 - $161.97 $205K - $241K
19.6K $2.89M
PDD
Pinduoduo Inc.

Consumer Cyclical
-3.08K
- 18.6%
$89.17 - $151.11 $275K - $465K
13.5K $1.82M
SGC
Superior Group Of Companies, Inc.

Consumer Cyclical
-15.1K
- 35.09%
$11.87 - $20.59 $179K - $310K
27.9K $431K
FOR
Forestar Group Inc.

Real Estate
-12K
- 21.27%
$28.23 - $36.91 $340K - $445K
44.6K $1.44M
CDNS
Cadence Design Systems Inc

Technology
-823
- 20.7%
$246.84 - $321.11 $203K - $264K
3.15K $854K
TD
Toronto Dominion Bank

Financial Services
-8.87K
- 37.77%
$54.54 - $64.56 $484K - $573K
14.6K $924K
DEO
Diageo PLC

Consumer Defensive
-3.34K
- 40.27%
$120.02 - $140.77 $401K - $470K
4.95K $694K
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
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