Ritholtz Wealth Management Portfolio Holdings
Ritholtz Wealth Management
- $3.28 Billion
- Q3 2024
Ritholtz Wealth Management has filed its 13F form on October 10, 2024 for Q3 2024 where it was disclosed a total value porftolio of $3.28 Billion distributed in 868 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 $232M, Invesco Qqq Trust, Series 1 with a value of $201M, Ishares Core S&P 500 ETF with a value of $201M, Ishares Barclays 0 5 Year Tips with a value of $153M, and Apple Inc. with a value of $114M.
Examining the 13F form we can see an increase of $281M in the current position value, from $3B to 3.28B.
Below you can find more details about Ritholtz Wealth Management portfolio as well as his latest detailed transactions.
Portfolio value
$3.28 Billion
ETFs: $1.75 Billion
Technology: $411 Million
Financial Services: $258 Million
Healthcare: $167 Million
Consumer Cyclical: $159 Million
Industrials: $153 Million
Consumer Defensive: $118 Million
Communication Services: $111 Million
Other: $148 Million
Stock Holdings Table Market Cap. of $300 Millions to $2 Billions
Summary
- Portfolio
- No. of Stocks 868
- Current Value $3.28 Billion
- Prior Value $3 Billion
- Filing
- Period Q3 2024
- Filing Date October 10, 2024
- Form Type 13F-HR
- Activity in Q3 2024
- New Purchases 105 stocks
- Additional Purchases 392 stocks
- Sold out of 0 stocks
- Reduced holdings in 344 stocks