Ritholtz Wealth Management Purchases in Q4 2024

Ritholtz Wealth Management

  • $3.37 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
AAPL
Apple Inc.

Technology
22.6K
+ 4.6%
$221.69 - $259.02 $5.01M - $5.85M
514K $129M
QQQ
Invesco Qqq Trust, Series 1

ETFs
8.68K
+ 2.1%
$481.22 - $538.17 $4.17M - $4.67M
421K $215M
NVDA
Nvidia Corp

Technology
27.7K
+ 5.91%
$117.0 - $148.88 $3.24M - $4.13M
497K $66.7M
VTI
Vanguard Total Stock Market Et

ETFs
13.9K
+ 1.7%
$280.04 - $302.45 $3.9M - $4.22M
835K $242M
IVV
Ishares Core S&P 500 ETF

ETFs
9.1K
+ 2.62%
$570.51 - $610.59 $5.19M - $5.56M
357K $210M
AMZN
Amazon Com Inc

Consumer Cyclical
12.8K
+ 6.92%
$180.88 - $232.93 $2.32M - $2.99M
198K $43.5M
TSLA
Tesla, Inc.

Consumer Cyclical
3.51K
+ 9.94%
$213.65 - $479.86 $750K - $1.69M
38.8K $15.7M
SPY
Spdr S&P 500 ETF Trust

ETFs
7.14K
+ 3.96%
$567.81 - $607.81 $4.06M - $4.34M
187K $110M
AVGO
Broadcom Inc.

Technology
1.11K
+ 1.36%
$159.67 - $250.0 $177K - $277K
82.4K $19.1M
STIP
Ishares Barclays 0 5 Year Tips

ETFs
59.2K
+ 3.91%
$100.24 - $101.35 $5.93M - $6M
1.57M $158M
APP
App Lovin Corp

Technology
4.45K
+ 28.87%
$130.67 - $401.5 $582K - $1.79M
19.9K $6.44M
GILD
Gilead Sciences, Inc.

Healthcare
39.4K
+ 80.64%
$83.95 - $97.9 $3.31M - $3.86M
88.2K $8.15M
GOOG
Alphabet Inc.

Communication Services
5.83K
+ 5.57%
$163.08 - $198.16 $951K - $1.16M
111K $21.1M
JPM
Jpmorgan Chase & CO

Financial Services
4K
+ 5.47%
$205.18 - $250.29 $821K - $1M
77.1K $18.5M
MDT
Medtronic PLC

Healthcare
40.2K
+ 282.57%
$79.61 - $92.24 $3.2M - $3.71M
54.5K $4.35M
VFMO
Vanguard Wellington Fd U S Mom

ETFs
9.45K
+ 2.19%
$159.11 - $178.39 $1.5M - $1.69M
441K $72.5M
WMT
Walmart Inc.

Consumer Defensive
10.8K
+ 5.57%
$79.1 - $95.7 $853K - $1.03M
204K $18.5M
V
Visa Inc.

Financial Services
766
+ 1.33%
$273.87 - $320.91 $210K - $246K
58.3K $18.4M
DFSV
Dimensional ETF Tr Dimensional

ETFs
78.6K
+ 3.87%
$30.18 - $33.87 $2.37M - $2.66M
2.11M $64.9M
PM
Philip Morris International Inc.

Consumer Defensive
18.2K
+ 50.93%
$118.38 - $133.06 $2.15M - $2.42M
53.9K $6.48M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
2.26K
+ 3.35%
$172.07 - $207.36 $388K - $468K
69.7K $13.8M
T
At&T Inc.

Communication Services
85.2K
+ 99.13%
$21.22 - $23.88 $1.81M - $2.03M
171K $3.9M
IDCC
Inter Digital, Inc.

Communication Services
3.21K
+ 13.18%
$142.61 - $200.59 $457K - $643K
27.5K $5.33M
IEMG
Ishares Inc

ETFs
30.3K
+ 6.48%
N/A
498K $26.7M
AMT
American Tower Corp

Real Estate
9.92K
+ 182.29%
$179.4 - $232.01 $1.78M - $2.3M
15.4K $2.82M
ERIC
Ericsson Lm Telephone CO

Technology
181K
+ 98.97%
$7.36 - $8.59 $1.33M - $1.55M
363K $2.93M
UNP
Union Pacific Corp

Industrials
8.37K
+ 37.03%
$223.15 - $249.32 $1.87M - $2.09M
31K $7.07M
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
39.1K
+ 6.58%
$51.54 - $52.55 $2.01M - $2.05M
633K $32.7M
COST
Costco Wholesale Corp

Consumer Defensive
918
+ 4.86%
$873.59 - $994.69 $802K - $913K
19.8K $18.1M
WFC
Wells Fargo & Company

Financial Services
7.95K
+ 13.68%
$54.98 - $77.35 $437K - $615K
66.1K $4.64M
HSBC
Hsbc Holdings PLC

Financial Services
15.5K
+ 12.35%
$43.83 - $49.51 $680K - $768K
141K $6.98M
BKNG
Booking Holdings Inc.

Consumer Cyclical
116
+ 12.17%
$4100.99 - $5300.34 $476K - $615K
1.07K $5.31M
EQNR
Equinor Asa

Energy
59.3K
+ 60.12%
$21.88 - $27.12 $1.3M - $1.61M
158K $3.74M
NFLX
Netflix Inc

Communication Services
200
+ 3.44%
$687.65 - $936.56 $138K - $187K
6.02K $5.37M
SOI
Solaris Oilfield Infrastructure, Inc.

Energy
90.7K
+ 408.17%
$12.98 - $13.79 $1.18M - $1.25M
113K $1.52M
EAT
Brinker International, Inc

Consumer Cyclical
5.33K
+ 64.48%
$78.76 - $137.19 $419K - $731K
13.6K $1.8M
MCK
Mckesson Corp

Healthcare
302
+ 2.37%
$482.27 - $628.5 $146K - $190K
13K $7.43M
CHTR
Charter Communications, Inc.

Communication Services
3.31K
New
$315.38 - $408.02 $1.04M - $1.35M
3.31K $1.13M
VTR
Ventas, Inc.

Real Estate
19.2K
+ 236.72%
$57.73 - $66.48 $1.11M - $1.28M
27.3K $1.61M
C
Citigroup Inc

Financial Services
8.08K
+ 13.04%
$61.31 - $72.5 $496K - $586K
70.1K $4.93M
BAC
Bank Of America Corp

Financial Services
6.36K
+ 3.65%
$39.22 - $47.77 $249K - $304K
181K $7.93M
SHOP
Shopify Inc.

Technology
2.95K
+ 10.95%
$78.14 - $119.49 $231K - $353K
29.9K $3.18M
CBRE
Cbre Group, Inc.

Real Estate
7.68K
New
$119.22 - $140.71 $915K - $1.08M
7.68K $1.01M
CRM
Salesforce, Inc.

Technology
639
+ 4.92%
$270.87 - $367.87 $173K - $235K
13.6K $4.55M
MSFT
Microsoft Corp

Technology
5.4K
+ 3.68%
$406.35 - $454.46 $2.19M - $2.45M
152K $64.1M
BMY
Bristol Myers Squibb CO

Healthcare
15.5K
+ 65.2%
$51.92 - $59.94 $807K - $932K
39.4K $2.23M
FBND
Fidelity Merrimack Str Tr Tota

ETFs
95.1K
+ 5.4%
$44.87 - $46.86 $4.27M - $4.46M
1.86M $83.2M
ACIW
Aci Worldwide, Inc.

Technology
17.6K
+ 48.77%
$48.81 - $59.2 $861K - $1.04M
53.8K $2.79M
MA
Mastercard Inc

Financial Services
660
+ 3.81%
$491.3 - $536.15 $324K - $354K
18K $9.48M
Activity Summary
Buys All Purchases 447 New Holdings 58 Increased Positions 389 Sells All Sells 380 Reductions 380 Sold out 0 Options Calls 1 Puts 0
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