Ritholtz Wealth Management Sells in Q1 2025

Ritholtz Wealth Management

  • $3.29 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
BLBD
Blue Bird Corp

Consumer Cyclical
-1.41K
- 11.7%
$32.37 - $42.39 $45.6K - $59.7K
10.6K $343K
HWKN
Hawkins Inc

Basic Materials
-688
- 23.95%
$101.28 - $122.97 $69.7K - $84.6K
2.19K $231K
NGVC
Natural Grocers By Vitamin Cottage, Inc.

Consumer Defensive
-3.29K
- 11.69%
$35.54 - $49.81 $117K - $164K
24.9K $1M
IPG
Interpublic Group Of Companies, Inc.

Communication Services
-3.84K
- 25.62%
$25.93 - $29.28 $99.6K - $112K
11.2K $302K
JEF
Jefferies Financial Group Inc.

Financial Services
-19
- 0.42%
$52.22 - $81.31 $992 - $1.54K
4.49K $240K
MPC
Marathon Petroleum Corp

Energy
-1.71K
- 7.71%
$134.72 - $159.03 $230K - $271K
20.4K $2.98M
TTSH
Tile Shop Holdings, Inc.

Consumer Cyclical
-12.2K
- 16.54%
$5.95 - $7.69 $72.5K - $93.7K
61.5K $398K
EVR
Evercore Inc.

Financial Services
-87
- 7.25%
$190.28 - $291.27 $16.6K - $25.3K
1.11K $222K
MTX
Minerals Technologies Inc

Basic Materials
-712
- 13.86%
$63.57 - $77.67 $45.3K - $55.3K
4.43K $281K
EXP
Eagle Materials Inc

Basic Materials
-112
- 3.29%
$207.49 - $262.13 $23.2K - $29.4K
3.3K $731K
LYTS
Lsi Industries Inc

Technology
-330
- 0.79%
$17.0 - $24.72 $5.61K - $8.16K
41.3K $701K
DBEF
Xtrackers Msci Eafe Hedged Equ

ETFs
-2.93K
- 28.94%
$41.61 - $44.72 $122K - $131K
7.2K $313K
GBTC
Grayscale Bitcoin Trust (Btc)

ETFs
-12
- 0.11%
$62.43 - $84.12 $749 - $1.01K
11.2K $729K
WFG
West Fraser Timber Co., LTD

Basic Materials
-545
- 8.4%
$75.63 - $92.16 $41.2K - $50.2K
5.94K $457K
JLL
Jones Lang Lasalle Inc

Real Estate
-351
- 11.25%
$238.0 - $284.76 $83.5K - $100K
2.77K $686K
PCYG
Park City Group Inc

Technology
-10.1K
- 30.25%
N/A
23.3K $234K
HCC
Warrior Met Coal, Inc.

Basic Materials
-41
- 0.27%
$46.21 - $57.16 $1.89K - $2.34K
15.2K $727K
ITIC
Investors Title CO

Financial Services
-456
- 18.5%
$214.82 - $245.71 $98K - $112K
2.01K $484K
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
-803
- 14.04%
$128.74 - $138.67 $103K - $111K
4.92K $660K
AOA
Ishares Tr Core Aggressive All

ETFs
-1.16K
- 2.63%
$75.7 - $80.01 $87.4K - $92.4K
42.7K $3.27M
HLN
Haleon PLC

Healthcare
-13.2K
- 22.29%
$9.02 - $10.67 $119K - $141K
46K $473K
HII
Huntington Ingalls Industries, Inc.

Industrials
-649
- 22.71%
$159.75 - $208.61 $104K - $135K
2.21K $450K
APEI
American Public Education Inc

Consumer Defensive
-4.47K
- 32.8%
$19.25 - $23.5 $86K - $105K
9.15K $204K
FCNCA
First Citizens Bancshares Inc

Financial Services
-6
- 2.15%
$1728.36 - $2231.14 $10.4K - $13.4K
273 $506K
IOT
Samsara Inc.

Technology
-461
- 3.78%
$34.06 - $60.96 $15.7K - $28.1K
11.7K $450K
CARG
Car Gurus, Inc.

Communication Services
-15
- 0.13%
$28.82 - $40.55 $432 - $608
11.2K $326K
CALM
Cal Maine Foods Inc

Consumer Defensive
-439
- 12.32%
$80.87 - $115.8 $35.5K - $50.8K
3.13K $284K
TRP
Tc Energy Corp

Energy
-2.01K
- 8.38%
$44.29 - $49.27 $88.9K - $98.9K
21.9K $1.04M
STLA
Stellantis N.V.

Consumer Cyclical
-3.94K
- 23.12%
$11.21 - $14.21 $44.1K - $55.9K
13.1K $146K
STX
Seagate Technology Holdings PLC

Technology
-678
- 5.36%
$84.92 - $108.42 $57.6K - $73.5K
12K $1.02M
LSTR
Landstar System Inc

Industrials
-181
- 8.61%
$146.63 - $177.82 $26.5K - $32.2K
1.92K $288K
COKE
Coca Cola Consolidated, Inc.

Consumer Defensive
-213
- 8.93%
$1227.6 - $1458.46 $261K - $311K
2.17K $2.93M
PRU
Prudential Financial Inc

Financial Services
-96
- 1.06%
$105.04 - $122.33 $10.1K - $11.7K
8.99K $1M
MGA
Magna International Inc

Consumer Cyclical
-506
- 7.33%
$33.99 - $41.85 $17.2K - $21.2K
6.39K $217K
GFF
Griffon Corp

Industrials
-994
- 24.69%
$68.06 - $80.91 $67.7K - $80.4K
3.03K $216K
TPL
Texas Pacific Land Corp

Energy
-174
- 23.74%
$1180.08 - $1431.01 $205K - $249K
559 $740K
AMG
Affiliated Managers Group, Inc.

Financial Services
-225
- 11.98%
$154.65 - $189.71 $34.8K - $42.7K
1.65K $277K
ORCC
Owl Rock Capital Corp

Financial Services
-5.14K
- 13.63%
N/A
32.6K $435K
VT
Vanguard Total World Stk Index

ETFs
-262
- 1.13%
$115.08 - $123.97 $30.2K - $32.5K
23K $2.67M
SUSA
Ishares Tr Msci Usa Esg Select

ETFs
-178
- 3.02%
$113.22 - $126.36 $20.2K - $22.5K
5.71K $651K
VO
Vanguard Mid Cap ETF

ETFs
-86
- 1.56%
$251.87 - $277.95 $21.7K - $23.9K
5.41K $1.39M
VBR
Vanguard Small Cap Value ETF

ETFs
-33
- 0.75%
$183.02 - $207.75 $6.04K - $6.86K
4.38K $813K
TZOO
Travelzoo

Communication Services
-8.08K
- 14.87%
N/A
46.3K $346K
SUZ
Suzano S.A.

Basic Materials
-4.17K
- 16.13%
$9.26 - $10.85 $38.6K - $45.2K
21.7K $201K
CR
Crane Holdings, Co.

Industrials
-453
- 6.94%
$150.33 - $175.81 $68.1K - $79.6K
6.08K $930K
AWR
American States Water CO

Utilities
-826
- 15.51%
$70.84 - $80.98 $58.5K - $66.9K
4.5K $353K
BRC
Brady Corp

Industrials
-482
- 6.98%
$68.85 - $75.89 $33.2K - $36.6K
6.43K $454K
BCC
Boise Cascade CO

Basic Materials
-5
- 0.19%
$96.38 - $129.12 $482 - $646
2.62K $256K
TG
Tredegar Corp

Industrials
-7.19K
- 15.51%
$6.78 - $8.12 $48.8K - $58.4K
39.2K $301K
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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