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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$20.1B
$1.6 Million 0.05% of portfolio
30,791
Q1 2025 Added 6.72%
$17.2B
$1.27 Million 0.04% of portfolio
4,012
Q1 2025 Added 7.62%
$20.9B
$1.43 Million 0.04% of portfolio
14,632
Q1 2025 Added 359.12%
$130B
$1.31 Million 0.04% of portfolio
51,799
Q1 2025 Added 54.67%
$140B
$1.33 Million 0.04% of portfolio
6,469
Q1 2025 Added 8.78%
$677M
$1.2 Million 0.04% of portfolio
130,211
Q1 2025 Added 118.98%
$73B
$1.16 Million 0.04% of portfolio
12,123
Q1 2025 Reduced 16.23%
$62.9B
$1.3 Million 0.04% of portfolio
3,514
Q1 2025 Added 6.32%
$42B
$1.37 Million 0.04% of portfolio
15,756
Q1 2025 Reduced 1.56%
$23.6B
$1.27 Million 0.04% of portfolio
5,592
Q1 2025 Added 0.87%
$0
$1.46 Million 0.04% of portfolio
34,384
Q1 2025 Reduced 77.01%
$12.4B
$1.46 Million 0.04% of portfolio
7,772
Q1 2025 Added 20.48%
$22.2B
$1.28 Million 0.04% of portfolio
12,927
Q1 2025 Added 38.29%
$23.1B
$1.19 Million 0.04% of portfolio
164
Q4 2024 Reduced 0.61%
$99.5B
$1.35 Million 0.04% of portfolio
3,824
Q1 2025 Added 23.83%
$4.8B
$1.26 Million 0.04% of portfolio
16,360
Q1 2025 Reduced 2.78%
$98.8B
$1.18 Million 0.04% of portfolio
4,451
Q1 2025 Added 10.31%
$118B
$1.45 Million 0.04% of portfolio
46,027
Q1 2025 Reduced 0.87%
$0
$1.39 Million 0.04% of portfolio
5,413
Q1 2025 Reduced 1.56%
$1.48B
$1.38 Million 0.04% of portfolio
76,372
Q1 2025 Added 2.6%
$4.64B
$1.2 Million 0.04% of portfolio
7,977
Q1 2025 Added 2.23%
$99.7B
$1.37 Million 0.04% of portfolio
7,953
Q1 2025 Added 52.33%
$20.5B
$1.27 Million 0.04% of portfolio
11,602
Q1 2025 Reduced 11.48%
$85B
$1.23 Million 0.04% of portfolio
2,027
Q1 2025 Added 33.88%
$0
$1.22 Million 0.04% of portfolio
13,588
Q1 2025 Added 17.26%
$29B
$1.33 Million 0.04% of portfolio
5,814
Q1 2025 Reduced 14.41%
$22.9B
$1.46 Million 0.04% of portfolio
94,781
Q1 2025 Added 17.05%
$83.8B
$1.21 Million 0.04% of portfolio
18,618
Q1 2025 Added 67.34%
$2.57B
$1.36 Million 0.04% of portfolio
24,324
Q1 2025 Reduced 0.12%
$46.9B
$1.19 Million 0.04% of portfolio
28,584
Q1 2025 New
$18.1B
$1.19 Million 0.04% of portfolio
4,119
Q1 2025 Reduced 5.55%
$5.1B
$1.43 Million 0.04% of portfolio
16,319
Q1 2025 Added 24.42%
$0
$1.19 Million 0.04% of portfolio
40,899
Q1 2025 New
$89.1B
$1.28 Million 0.04% of portfolio
10,488
Q1 2025 Added 45.5%
$49B
$1.46 Million 0.04% of portfolio
19,554
Q1 2025 Reduced 7.16%
$14.3B
$1.24 Million 0.04% of portfolio
17,889
Q1 2025 Reduced 55.57%
$91B
$1.34 Million 0.04% of portfolio
3,083
Q1 2025 Added 185.73%
$16.4B
$1.45 Million 0.04% of portfolio
25,568
Q1 2025 Added 153.05%
$0
$1.41 Million 0.04% of portfolio
21,077
Q1 2025 Reduced 8.73%
$45.7B
$1.17 Million 0.04% of portfolio
8,213
Q1 2025 Added 1.65%
$28.5B
$1.19 Million 0.04% of portfolio
11,676
Q1 2025 Added 22.7%
$67.6B
$1.47 Million 0.04% of portfolio
43,114
Q1 2025 New
$72.4B
$1.37 Million 0.04% of portfolio
12,534
Q1 2025 Added 7.16%
$295M
$1.28 Million 0.04% of portfolio
90,440
Q1 2025 Reduced 7.3%
$0
$1.24 Million 0.04% of portfolio
45,876
Q1 2025 New
$3.74B
$1.28 Million 0.04% of portfolio
31,459
Q1 2025 New
$19.8B
$1.4 Million 0.04% of portfolio
10,405
Q1 2025 Added 32.67%
$17.7B
$1.46 Million 0.04% of portfolio
5,356
Q1 2025 Added 194.93%
$141B
$1.43 Million 0.04% of portfolio
9,838
Q1 2025 Added 2.94%

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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