Ritholtz Wealth Management Sells in Q4 2024

Ritholtz Wealth Management

  • $3.37 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
VONG
Vanguard Russell 1000 Growth E

ETFs
-37.5K
- 83.68%
$95.27 - $107.82 $3.57M - $4.04M
7.3K $754K
ASML
Asml Holding Nv

Technology
-1.87K
- 20.11%
$658.43 - $872.27 $1.23M - $1.63M
7.42K $5.14M
RMD
Resmed Inc

Healthcare
-9.92K
- 79.69%
$228.69 - $256.07 $2.27M - $2.54M
2.53K $578K
LLY
Eli Lilly & CO

Healthcare
-8
- 0.04%
$727.2 - $932.06 $5.82K - $7.46K
21.2K $16.4M
UNH
Unitedhealth Group Inc

Healthcare
-1.76K
- 9.55%
$485.52 - $625.25 $853K - $1.1M
16.6K $8.41M
VOD
Vodafone Group Public LTD CO

Communication Services
-152K
- 26.57%
$8.37 - $9.95 $1.27M - $1.51M
420K $3.56M
BLDR
Builders First Source, Inc.

Industrials
-2.21K
- 6.24%
$142.93 - $198.25 $315K - $437K
33.2K $4.74M
NVS
Novartis Ag

Healthcare
-3.84K
- 3.99%
$96.78 - $117.18 $372K - $450K
92.5K $9M
AZN
Astrazeneca PLC

Healthcare
-15K
- 17.96%
$63.2 - $79.58 $946K - $1.19M
68.4K $4.48M
HMC
Honda Motor CO LTD

Consumer Cyclical
-57.3K
- 48.55%
$23.7 - $32.62 $1.36M - $1.87M
60.7K $1.73M
JNJ
Johnson & Johnson

Healthcare
-5.39K
- 8.51%
$143.34 - $165.86 $772K - $893K
57.9K $8.37M
ADBE
Adobe Inc.

Technology
-815
- 4.74%
$437.39 - $552.96 $356K - $451K
16.4K $7.29M
MDLZ
Mondelez International, Inc.

Consumer Defensive
-12.9K
- 23.11%
$59.25 - $72.99 $766K - $944K
43K $2.57M
ING
Ing Groep Nv

Financial Services
-66.7K
- 33.49%
$15.1 - $17.73 $1.01M - $1.18M
132K $2.07M
AMD
Advanced Micro Devices Inc

Technology
-2.88K
- 11.71%
$118.88 - $172.8 $342K - $497K
21.7K $2.62M
ELV
Elevance Health, Inc.

Healthcare
-2.2K
- 67.07%
$365.96 - $514.62 $804K - $1.13M
1.08K $398K
HCA
Hca Healthcare, Inc.

Healthcare
-1.22K
- 13.91%
$297.52 - $415.61 $362K - $506K
7.53K $2.26M
MPC
Marathon Petroleum Corp

Energy
-4.32K
- 16.32%
$131.65 - $174.84 $568K - $755K
22.1K $3.09M
LYG
Lloyds Banking Group PLC

Financial Services
-231K
- 15.64%
$2.67 - $3.23 $617K - $747K
1.25M $3.39M
KLAC
Kla Corp

Technology
-808
- 17.55%
$614.46 - $829.55 $496K - $670K
3.8K $2.39M
AMGN
Amgen Inc

Healthcare
-1.43K
- 11.6%
$258.78 - $328.31 $371K - $471K
10.9K $2.85M
UL
Unilever PLC

Consumer Defensive
-11.4K
- 20.16%
$56.7 - $64.64 $645K - $735K
45K $2.55M
PLD
Prologis, Inc.

Real Estate
-1.3K
- 2.86%
$101.4 - $126.96 $132K - $165K
44.2K $4.67M
CNI
Canadian National Railway CO

Industrials
-7.91K
- 47.08%
$100.62 - $117.12 $796K - $926K
8.89K $902K
HBB
Hamilton Beach Brands Holding CO

Consumer Cyclical
-19.4K
- 35.74%
$16.21 - $31.36 $315K - $609K
34.9K $587K
PKX
Posco Holdings Inc.

Basic Materials
-9.89K
- 41.38%
$43.3 - $69.98 $428K - $692K
14K $607K
THC
Tenet Healthcare Corp

Healthcare
-2.24K
- 11.9%
$125.42 - $168.52 $281K - $377K
16.6K $2.09M
BUD
Anheuser Busch In Bev Sa

Consumer Defensive
-12.4K
- 54.14%
$49.78 - $66.55 $617K - $825K
10.5K $525K
LBRT
Liberty Energy Inc.

Energy
-55.1K
- 34.04%
$16.68 - $20.84 $919K - $1.15M
107K $2.12M
MRK
Merck & Co., Inc.

Healthcare
-2.29K
- 4.57%
$96.31 - $114.76 $220K - $262K
47.7K $4.75M
SNY
Sanofi

Healthcare
-8.69K
- 16.96%
$45.89 - $57.31 $399K - $498K
42.6K $2.05M
VZ
Verizon Communications Inc

Communication Services
-668
- 0.38%
$39.6 - $45.21 $26.5K - $30.2K
174K $6.97M
PEP
Pepsico Inc

Consumer Defensive
-3.31K
- 20.12%
$151.29 - $176.1 $500K - $583K
13.1K $2M
BP
Bp PLC

Energy
-21.1K
- 25.12%
$28.16 - $33.14 $595K - $700K
62.9K $1.86M
AMAT
Applied Materials Inc

Technology
-1.94K
- 16.87%
$161.44 - $213.89 $313K - $415K
9.56K $1.55M
CI
Cigna Corp

Healthcare
-1.2K
- 20.12%
$265.59 - $358.58 $319K - $431K
4.77K $1.32M
NSIT
Insight Enterprises Inc

Technology
-1.18K
- 13.14%
$149.61 - $224.73 $177K - $265K
7.8K $1.19M
SHYG
Ishares 0 5 Year High Yield CO

ETFs
-14.3K
- 8.75%
$42.33 - $43.3 $607K - $621K
150K $6.37M
COLL
Collegium Pharmaceutical, Inc

Healthcare
-10.4K
- 23.55%
$28.61 - $41.86 $298K - $436K
33.8K $967K
PFE
Pfizer Inc

Healthcare
-21.8K
- 39.4%
$24.8 - $30.19 $540K - $657K
33.5K $888K
SU
Suncor Energy Inc

Energy
-15.2K
- 13.12%
$34.5 - $41.53 $523K - $629K
100K $3.58M
IMO
Imperial Oil LTD

Energy
-2.44K
- 4.08%
$61.13 - $79.21 $149K - $193K
57.3K $3.53M
ZTS
Zoetis Inc.

Healthcare
-143
- 0.72%
$162.24 - $194.42 $23.2K - $27.8K
19.7K $3.2M
DHR
Danaher Corp

Healthcare
-1.34K
- 18.33%
$226.16 - $274.52 $302K - $366K
5.95K $1.37M
PBR
Petrobras Petroleo Brasileiro Sa

Energy
-21.7K
- 9.1%
$12.61 - $15.33 $274K - $333K
217K $2.79M
TMO
Thermo Fisher Scientific Inc.

Healthcare
-346
- 7.25%
$501.29 - $612.85 $173K - $212K
4.43K $2.3M
FOR
Forestar Group Inc.

Real Estate
-12.4K
- 27.81%
$25.52 - $33.06 $317K - $410K
32.2K $834K
SHEL
Shell PLC

Energy
-5.1K
- 6.05%
$60.63 - $70.23 $309K - $358K
79.1K $4.96M
BBVA
Banco Bilbao Vizcaya Argentaria, S.A.

Financial Services
-6.18K
- 1.31%
$9.25 - $10.62 $57.1K - $65.6K
466K $4.53M
Activity Summary
Buys All Purchases 447 New Holdings 58 Increased Positions 389 Sells All Sells 380 Reductions 380 Sold out 0 Options Calls 1 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