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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$9.3B
$302,000 0.01% of portfolio
11,156
Q1 2025 Reduced 25.62%
$5.97B
$277,000 0.01% of portfolio
1,653
Q1 2025 Reduced 11.98%
$3.24B
$436,000 0.01% of portfolio
15,737
Q1 2025 Added 51.33%
$9.81B
$240,000 0.01% of portfolio
4,490
Q1 2025 Reduced 0.42%
$9.1B
$428,000 0.01% of portfolio
3,673
Q1 2025 Added 108.1%
$9.32B
$217,000 0.01% of portfolio
6,394
Q1 2025 Reduced 7.33%
$4.95B
$288,000 0.01% of portfolio
1,921
Q1 2025 Reduced 8.61%
$7.33B
$298,000 0.01% of portfolio
14,809
Q1 2025 Reduced 12.07%
$4.74B
$289,000 0.01% of portfolio
8,801
Q1 2025 Reduced 26.97%
$2.96B
$353,000 0.01% of portfolio
4,498
Q1 2025 Reduced 15.51%
$8.73B
$381,000 0.01% of portfolio
7,578
Q1 2025 New
$6.54B
$225,000 0.01% of portfolio
1,979
Q1 2025 Added 22.46%
$4.15B
$450,000 0.01% of portfolio
11,741
Q1 2025 Reduced 3.78%
$2.19B
$236,000 0.01% of portfolio
4,434
Q1 2025 New
$2.56B
$231,000 0.01% of portfolio
2,185
Q1 2025 Reduced 23.95%
$4.5B
$454,000 0.01% of portfolio
236
Q1 2025 Reduced 1.67%
$8.77B
$450,000 0.01% of portfolio
2,209
Q1 2025 Reduced 22.71%
$3.76B
$353,000 0.01% of portfolio
2,140
Q1 2025 Reduced 34.28%
$4.43B
$347,000 0.01% of portfolio
10,532
Q1 2025 New
$3.4B
$284,000 0.01% of portfolio
2,221
Q1 2025 New
$6.18B
$457,000 0.01% of portfolio
5,942
Q1 2025 Reduced 8.4%
$3.89B
$216,000 0.01% of portfolio
3,032
Q1 2025 Reduced 24.69%
$3.41B
$42,000 0.0% of portfolio
10,879
Q1 2025 New
$2.48B
$116,000 0.0% of portfolio
31,268
Q1 2025 New
$3.4B
$164,000 0.0% of portfolio
17,588
Q1 2025 New
$3.75B
$93,000 0.0% of portfolio
15,000
Q1 2025 New
$2.04B
$153,000 0.0% of portfolio
15,958
Q1 2025 Reduced 10.47%

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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