Ritholtz Wealth Management Sells in Q1 2025

Ritholtz Wealth Management

  • $3.29 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
NUE
Nucor Corp

Basic Materials
-517
- 20.0%
$114.48 - $142.52 $59.2K - $73.7K
2.07K $248K
FSK
Fs Kkr Capital Corp

Financial Services
-1.65K
- 6.86%
$20.47 - $24.06 $33.7K - $39.6K
22.4K $468K
TEF
Telefonica S A

Communication Services
-13.9K
- 56.61%
$3.89 - $4.73 $54.2K - $65.9K
10.7K $49K
PBR
Petrobras Petroleo Brasileiro Sa

Energy
-25.7K
- 11.86%
$12.61 - $14.92 $325K - $384K
191K $2.74M
RAIL
Freight Car America, Inc.

Industrials
-966
- 8.36%
$5.53 - $13.17 $5.34K - $12.7K
10.6K $58K
UMC
United Microelectronics Corp

Technology
-16.1K
- 15.84%
$5.69 - $7.15 $91.7K - $115K
85.6K $612K
DXJ
Wisdomtree Trust Japan Hedged

ETFs
-536
- 2.74%
$106.46 - $114.75 $57.1K - $61.5K
19K $2.11M
FDX
Fedex Corp

Industrials
-54
- 6.09%
$230.33 - $281.53 $12.4K - $15.2K
832 $202K
DLS
Wisdomtree Tr Intl Small Cap D

ETFs
-2.02K
- 8.73%
$61.2 - $68.24 $123K - $138K
21.1K $1.41M
KINS
Kingstone Companies, Inc.

Financial Services
-7.02K
- 17.69%
$13.67 - $18.47 $95.9K - $130K
32.6K $543K
CVE
Cenovus Energy Inc.

Energy
-1.8K
- 13.34%
$12.24 - $15.63 $22.1K - $28.2K
11.7K $162K
STT
State Street Corp

Financial Services
-102
- 2.68%
$84.47 - $102.23 $8.62K - $10.4K
3.71K $331K
SHM
Spdr Nuveen Bloomberg Short Te

ETFs
-927
- 4.89%
$47.33 - $47.92 $43.9K - $44.4K
18K $857K
GPS
Gap Inc

Consumer Cyclical
-2.03K
- 12.07%
N/A
14.8K $298K
CRESY
Cresud Inc

Industrials
-119
- 0.5%
$10.05 - $13.51 $1.2K - $1.61K
23.8K $263K
CBAN
Colony Bankcorp Inc

Financial Services
-2.38K
- 6.87%
$14.67 - $17.66 $34.9K - $42K
32.2K $520K
SWIM
Latham Group, Inc.

Industrials
-3.98K
- 20.58%
$5.46 - $7.53 $21.7K - $30K
15.4K $98K
IBDR
Ishares Tr Ibonds Dec 2026 Ter

ETFs
-1.5K
- 5.83%
N/A
24.3K $576K
RF
Regions Financial Corp

Financial Services
-173
- 0.97%
$20.84 - $24.77 $3.61K - $4.29K
17.6K $383K
IP
International Paper CO

Consumer Cyclical
-569
- 12.08%
$49.38 - $60.09 $28.1K - $34.2K
4.14K $220K
IBDQ
Ishares Ibonds Dec 2025 Term C

ETFs
-1.33K
- 5.38%
$25.05 - $25.16 $33.2K - $33.4K
23.3K $586K
CRBN
Ishares Tr Msci Acwi Low Carbo

ETFs
-106
- 2.26%
$189.39 - $204.09 $20.1K - $21.6K
4.59K $877K
XLY
Select Sector Spdr Consumer Di

ETFs
-6
- 0.55%
$192.6 - $233.2 $1.16K - $1.4K
1.08K $213K
CURV
Torrid Holdings Inc.

Consumer Cyclical
-7.11K
- 18.48%
$4.79 - $7.06 $34K - $50.2K
31.3K $171K
DVY
Ishares Tr

ETFs
-250
- 9.04%
$128.58 - $138.1 $32.1K - $34.5K
2.51K $333K
IBDS
Ishares Tr Ibonds Dec 2027 Ter

ETFs
-1.41K
- 5.44%
$23.9 - $24.18 $33.8K - $34.2K
24.6K $593K
RDN
Radian Group Inc

Financial Services
-1.65K
- 8.22%
$30.6 - $34.58 $50.3K - $56.9K
18.4K $607K
MMMB
Mama Mancini'S Holdings, Inc.

Consumer Defensive
-6.72K
- 21.43%
N/A
24.6K $94K
IMMR
Immersion Corp

Technology
-404
- 1.97%
$7.44 - $8.97 $3.01K - $3.62K
20.1K $152K
BSV
Vanguard Bd Index Fd Inc Short

ETFs
-404
- 5.74%
$76.94 - $78.24 $31.1K - $31.6K
6.64K $519K
BWEN
Broadwind, Inc.

Industrials
-4.16K
- 13.25%
$1.41 - $2.21 $5.86K - $9.18K
27.2K $39K
WNEB
Western New England Bancorp, Inc.

Financial Services
-2.54K
- 19.78%
$8.52 - $9.76 $21.7K - $24.8K
10.3K $95K
ARGX
Argenx Se

Healthcare
-1
- 0.11%
$571.0 - $671.75 $571 - $672
897 $530K
SMMD
Ishares Tr Russell 2500 ETF

ETFs
-48
- 1.44%
$61.55 - $71.27 $2.95K - $3.42K
3.28K $204K
AOM
Ishares Tr Core Moderate Alloc

ETFs
-648
- 3.07%
$42.93 - $44.71 $27.8K - $29K
20.4K $896K
SPMD
Spdr Portfolio

ETFs
-17
- 0.34%
$50.21 - $57.73 $854 - $981
4.97K $253K
SNFCA
Security National Financial Corp

Financial Services
-1.76K
- 4.32%
$11.31 - $13.46 $19.9K - $23.7K
39K $471K
ETD
Ethan Allen Interiors Inc

Consumer Cyclical
-362
- 2.23%
$26.34 - $31.72 $9.54K - $11.5K
15.9K $439K
MOH
Molina Healthcare, Inc.

Healthcare
-225
- 14.76%
$266.57 - $333.27 $60K - $75K
1.3K $427K
VOYA
Voya Financial, Inc.

Financial Services
-78
- 0.85%
$65.1 - $75.67 $5.08K - $5.9K
9.13K $618K
PFF
Ishares Trust Ishares Pfd And

ETFs
-215
- 2.89%
$30.73 - $32.26 $6.61K - $6.94K
7.22K $221K
BLD
Top Build Corp

Industrials
-7
- 0.45%
$295.17 - $354.82 $2.07K - $2.48K
1.54K $470K
WTM
White Mountains Insurance Group LTD

Financial Services
-4
- 1.67%
$1818.58 - $1983.07 $7.27K - $7.93K
236 $454K
LHX
L3 Harris Technologies, Inc.

Industrials
-38
- 2.49%
$194.65 - $222.86 $7.4K - $8.47K
1.49K $311K
SELF
Global Self Storage, Inc.

Real Estate
-1.38K
- 11.4%
$5.0 - $5.28 $6.91K - $7.3K
10.7K $54K
MT
Arcelor Mittal

Basic Materials
-2.93K
- 22.46%
$21.82 - $33.93 $64K - $99.5K
10.1K $291K
COLL
Collegium Pharmaceutical, Inc

Healthcare
-1.68K
- 4.96%
$28.04 - $33.91 $47K - $56.8K
32.1K $958K
EQR
Equity Residential

Real Estate
-88
- 0.68%
$66.98 - $75.02 $5.89K - $6.6K
12.9K $919K
F
Ford Motor CO

Consumer Cyclical
-966
- 7.66%
$9.12 - $10.43 $8.81K - $10.1K
11.7K $116K
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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