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 Market Cap. of $2 Billions to $10 Billions
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