Ritholtz Wealth Management Sells in Q1 2025

Ritholtz Wealth Management

  • $3.29 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
QQQ
Invesco Qqq Trust, Series 1

ETFs
-361K
- 85.85%
$468.34 - $539.52 $169M - $195M
59.6K $27.9M
SPY
Spdr S&P 500 ETF Trust

ETFs
-149K
- 79.7%
$551.42 - $612.93 $82.4M - $91.6M
38K $21.3M
IEFA
Ishares Tr

ETFs
-415K
- 34.04%
$69.57 - $78.65 $28.9M - $32.6M
804K $60.8M
IVV
Ishares Core S&P 500 ETF

ETFs
-1.45K
- 0.41%
$554.06 - $615.85 $805K - $895K
355K $200M
VEA
Vanguard Ftse Developed Market

ETFs
-156K
- 47.0%
$47.4 - $52.99 $7.4M - $8.27M
176K $9.02M
TSLA
Tesla, Inc.

Consumer Cyclical
-146
- 0.38%
$222.15 - $428.22 $32.4K - $62.5K
38.7K $10M
AVGO
Broadcom Inc.

Technology
-506
- 0.61%
$167.43 - $244.7 $84.7K - $124K
81.9K $13.7M
SHYG
Ishares 0 5 Year High Yield CO

ETFs
-115K
- 77.01%
$42.38 - $43.28 $4.88M - $4.99M
34.4K $1.46M
GOOGL
Alphabet Inc.

Communication Services
-2.02K
- 1.54%
$154.33 - $206.19 $312K - $417K
130K $20.1M
PHM
Pultegroup Inc

Consumer Cyclical
-26.5K
- 35.96%
$101.09 - $118.51 $2.68M - $3.15M
47.3K $4.86M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
-3.17K
- 4.55%
$165.25 - $224.62 $524K - $713K
66.5K $11M
EME
Emcor Group, Inc.

Industrials
-462
- 2.09%
$361.16 - $535.99 $167K - $248K
21.6K $7.99M
APP
App Lovin Corp

Technology
-2.31K
- 11.61%
$238.08 - $510.13 $549K - $1.18M
17.6K $4.65M
MAS
Masco Corp

Industrials
-22.4K
- 55.57%
$68.67 - $81.85 $1.54M - $1.83M
17.9K $1.24M
BHP
Bhp Group LTD

Basic Materials
-33.8K
- 49.47%
$48.18 - $52.11 $1.63M - $1.76M
34.5K $1.68M
AAT
American Assets Trust, Inc.

Real Estate
-43.5K
- 44.67%
$19.65 - $26.32 $854K - $1.14M
53.8K $1.08M
FICO
Fair Isaac Corp

Technology
-338
- 6.42%
$1695.35 - $2030.47 $573K - $686K
4.92K $9.08M
LBRT
Liberty Energy Inc.

Energy
-58.1K
- 54.45%
$14.13 - $23.12 $821K - $1.34M
48.6K $769K
MRK
Merck & Co., Inc.

Healthcare
-6.9K
- 14.46%
$83.01 - $101.02 $573K - $697K
40.8K $3.66M
CNQ
Canadian Natural Resources LTD

Energy
-34.8K
- 37.38%
$26.72 - $32.74 $930K - $1.14M
58.3K $1.8M
RY
Royal Bank Of Canada

Financial Services
-6.5K
- 16.29%
$108.81 - $123.4 $707K - $802K
33.4K $3.77M
HPQ
Hp Inc

Technology
-19.7K
- 20.19%
$27.69 - $34.72 $545K - $683K
77.8K $2.15M
DELL
Dell Technologies Inc.

Technology
-3.96K
- 14.32%
$90.34 - $124.66 $357K - $493K
23.7K $2.16M
ASML
Asml Holding Nv

Technology
-1.13K
- 15.29%
$662.63 - $776.99 $751K - $881K
6.28K $4.16M
SHOP
Shopify Inc.

Technology
-6.75K
- 22.58%
$90.59 - $129.31 $612K - $873K
23.2K $2.21M
BLDR
Builders First Source, Inc.

Industrials
-2.83K
- 8.52%
$122.8 - $173.51 $347K - $490K
30.3K $3.79M
WTTR
Select Energy Services, Inc.

Energy
-49.4K
- 35.69%
$9.37 - $14.56 $463K - $719K
89K $934K
RIO
Rio Tinto PLC

Basic Materials
-16.2K
- 21.58%
$58.19 - $64.29 $943K - $1.04M
58.9K $3.54M
PNC
Pnc Financial Services Group, Inc.

Financial Services
-2.27K
- 9.12%
$168.84 - $202.89 $383K - $460K
22.6K $3.97M
VEU
Vanguard Ftse All World Ex Us

ETFs
-18K
- 22.73%
$56.51 - $62.98 $1.02M - $1.14M
61.3K $3.74M
HST
Host Hotels & Resorts, Inc.

Real Estate
-32.1K
- 30.26%
$14.21 - $17.45 $456K - $560K
74K $1.05M
GWW
W.W. Grainger, Inc.

Industrials
-711
- 54.32%
$953.54 - $1132.42 $678K - $805K
598 $590K
NHC
National Healthcare Corp

Healthcare
-6.84K
- 70.54%
$90.37 - $106.8 $618K - $731K
2.86K $265K
VV
Vanguard Large Cap ETF

ETFs
-1.94K
- 10.94%
$253.32 - $282.66 $492K - $549K
15.8K $4.04M
TM
Toyota Motor Corp

Consumer Cyclical
-2.07K
- 10.14%
$176.53 - $195.35 $365K - $404K
18.3K $3.24M
VTRS
Viatris Inc

Healthcare
-33.6K
- 28.68%
$8.68 - $12.42 $292K - $417K
83.6K $727K
UBS
Ubs Group Ag

Financial Services
-25.5K
- 12.34%
$30.28 - $35.78 $773K - $913K
181K $5.55M
WMT
Walmart Inc.

Consumer Defensive
-2.13K
- 1.04%
$84.5 - $105.05 $180K - $224K
202K $17.8M
RDY
Dr Reddys Laboratories LTD

Healthcare
-37.3K
- 46.27%
$12.53 - $15.81 $467K - $590K
43.3K $571K
MOD
Modine Manufacturing CO

Consumer Cyclical
-468
- 2.78%
$76.06 - $142.68 $35.6K - $66.8K
16.4K $1.26M
BBY
Best Buy CO Inc

Consumer Cyclical
-6.8K
- 43.11%
$70.3 - $91.1 $478K - $619K
8.97K $660K
ASX
Ase Technology Holding Co., Ltd.

Technology
-51.7K
- 28.66%
$8.76 - $11.36 $453K - $587K
129K $1.13M
AFCG
Afc Gamma, Inc.

Real Estate
-66.1K
- 64.98%
$5.57 - $8.74 $368K - $577K
35.6K $198K
ITW
Illinois Tool Works Inc

Industrials
-2.24K
- 14.3%
$244.9 - $274.48 $549K - $616K
13.4K $3.33M
LOW
Lowes Companies Inc

Consumer Cyclical
-1.92K
- 14.44%
$222.66 - $268.42 $428K - $516K
11.4K $2.66M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
-4.83K
- 14.14%
$126.11 - $135.06 $608K - $652K
29.3K $3.74M
SLYV
Spdr S&P 600 Small Cap Value E

ETFs
-925
- 1.57%
$77.33 - $90.16 $71.5K - $83.4K
57.9K $4.52M
HUBB
Hubbell Inc

Industrials
-105
- 1.61%
$330.91 - $456.86 $34.7K - $48K
6.4K $2.12M
HON
Honeywell International Inc

Industrials
-1.08K
- 4.17%
$202.75 - $226.52 $219K - $245K
24.8K $5.25M
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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