Ritholtz Wealth Management Portfolio Holdings

Ritholtz Wealth Management

  • $3.29 Billion
  • Q1 2025

Ritholtz Wealth Management has filed its 13F form on April 16, 2025 for Q1 2025 where it was disclosed a total value porftolio of $3.29 Billion distributed in 921 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Total Stock Market Et with a value of $291M, Ishares Core S&P 500 ETF with a value of $200M, Ishares Barclays 0 5 Year Tips with a value of $184M, Apple Inc. with a value of $116M, and Vanguard Bd Index Fd Inc Total with a value of $104M.

Examining the 13F form we can see an decrease of $72.5M in the current position value, from $3.37B to 3.29B.

Below you can find more details about Ritholtz Wealth Management portfolio as well as his latest detailed transactions.

Portfolio value $3.29 Billion
ETFs: $1.66 Billion
Technology: $407 Million
Financial Services: $311 Million
Healthcare: $171 Million
Consumer Cyclical: $167 Million
Industrials: $159 Million
Consumer Defensive: $129 Million
Communication Services: $126 Million
Other: $160 Million

Stock Holdings Table ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$291 Million 8.84% of portfolio
1,064,573
Q1 2025 Added 27.51%
$0
$200 Million 6.06% of portfolio
355,276
Q1 2025 Reduced 0.41%
$0
$184 Million 5.58% of portfolio
1,777,451
Q1 2025 Added 13.06%
$0
$104 Million 3.15% of portfolio
1,413,882
Q1 2025 Added 22.83%
$0
$100 Million 3.05% of portfolio
2,198,162
Q1 2025 Added 18.5%
$0
$99.1 Million 3.01% of portfolio
1,003,356
Q1 2025 Added 9.33%
$0
$72.6 Million 2.21% of portfolio
479,873
Q1 2025 Added 8.73%
$0
$69 Million 2.1% of portfolio
2,451,943
Q1 2025 Added 16.26%
$0
$60.8 Million 1.85% of portfolio
803,603
Q1 2025 Reduced 34.04%
$0
$48 Million 1.46% of portfolio
1,647,321
Q1 2025 Added 15.89%
$0
$47.9 Million 1.45% of portfolio
1,199,058
Q1 2025 Added 32.15%
$0
$42.9 Million 1.3% of portfolio
819,974
Q1 2025 Added 29.59%
$0
$28.9 Million 0.88% of portfolio
266,527
Q1 2025 Added 4.51%
$0
$27.9 Million 0.85% of portfolio
59,605
Q1 2025 Reduced 85.85%
$0
$27.3 Million 0.83% of portfolio
1,008,414
Q1 2025 Reduced 0.91%
$0
$26.9 Million 0.82% of portfolio
500,865
Q1 2025 Added 0.53%
$0
$21.3 Million 0.65% of portfolio
38,048
Q1 2025 Reduced 79.7%
$0
$13.8 Million 0.42% of portfolio
144,672
Q1 2025 Added 13.52%
$0
$9.54 Million 0.29% of portfolio
115,347
Q1 2025 Added 22.5%
$0
$9.02 Million 0.27% of portfolio
176,078
Q1 2025 Reduced 47.0%
$0
$8.54 Million 0.26% of portfolio
23,054
Q1 2025 Added 39.86%
$0
$5.58 Million 0.17% of portfolio
123,241
Q1 2025 Added 26.61%
$0
$5.32 Million 0.16% of portfolio
45,092
Q1 2025 Added 9.74%
$0
$5.42 Million 0.16% of portfolio
49,108
Q1 2025 Added 0.72%
$0
$4.54 Million 0.14% of portfolio
89,698
Q1 2025 New
$0
$4.52 Million 0.14% of portfolio
57,850
Q1 2025 Reduced 1.57%
$0
$4.32 Million 0.13% of portfolio
41,329
Q1 2025 Added 108.56%
$0
$4.04 Million 0.12% of portfolio
15,803
Q1 2025 Reduced 10.94%
$0
$3.92 Million 0.12% of portfolio
7,628
Q1 2025 Added 24.62%
$0
$3.56 Million 0.11% of portfolio
178,457
Q1 2025 Added 327.44%
$0
$3.74 Million 0.11% of portfolio
61,279
Q1 2025 Reduced 22.73%
$0
$3.74 Million 0.11% of portfolio
29,304
Q1 2025 Reduced 14.14%
$0
$3.14 Million 0.1% of portfolio
62,918
Q1 2025 Reduced 8.29%
$0
$3.27 Million 0.1% of portfolio
42,722
Q1 2025 Reduced 2.63%
$0
$3.32 Million 0.1% of portfolio
50,761
Q1 2025 Added 189.1%
$0
$3.16 Million 0.1% of portfolio
143,353
Q1 2025 New
$0
$2.87 Million 0.09% of portfolio
16,828
Q1 2025 Added 2.72%
$0
$2.84 Million 0.09% of portfolio
53,980
Q1 2025 New
$0
$2.76 Million 0.08% of portfolio
14,830
Q1 2025 Added 139.04%
$0
$2.67 Million 0.08% of portfolio
23,010
Q1 2025 Reduced 1.13%
$0
$2.54 Million 0.08% of portfolio
44,189
Q1 2025 New
$0
$2.33 Million 0.07% of portfolio
42,273
Q4 2024 Reduced 0.32%
$0
$2.38 Million 0.07% of portfolio
13,088
Q1 2025 Reduced 0.2%
$0
$2.45 Million 0.07% of portfolio
34,554
Q1 2025 Reduced 1.73%
$0
$2.41 Million 0.07% of portfolio
19,742
Q1 2025 Reduced 4.08%
$0
$1.98 Million 0.06% of portfolio
8,930
Q1 2025 Added 1.04%
$0
$2.11 Million 0.06% of portfolio
19,017
Q1 2025 Reduced 2.74%
$0
$1.91 Million 0.06% of portfolio
14,107
Q2 2024 Reduced 4.79%
$0
$1.5 Million 0.05% of portfolio
69,872
Q1 2025 Added 3.6%

Summary

  • Portfolio
  • No. of Stocks 921
  • Current Value $3.29 Billion
  • Prior Value $3.37 Billion
  • Filing
  • Period Q1 2025
  • Filing Date April 16, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 126 stocks
  • Additional Purchases 416 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 335 stocks
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