Ritholtz Wealth Management Purchases in Q4 2024

Ritholtz Wealth Management

  • $3.37 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
ADP
Automatic Data Processing Inc

Industrials
552
+ 2.92%
$280.08 - $307.97 $155K - $170K
19.4K $5.69M
KEQU
Kewaunee Scientific Corp

Consumer Cyclical
1.71K
+ 15.63%
$31.0 - $65.59 $52.9K - $112K
12.6K $827K
TMUS
T Mobile Us, Inc.

Communication Services
1.32K
+ 12.09%
$206.1 - $246.94 $271K - $325K
12.2K $2.69M
GM
General Motors CO

Consumer Cyclical
6.89K
+ 79.47%
$44.82 - $60.2 $309K - $415K
15.6K $829K
RL
Ralph Lauren Corp

Consumer Cyclical
970
+ 16.79%
$192.23 - $233.41 $186K - $226K
6.75K $1.56M
KINS
Kingstone Companies, Inc.

Financial Services
23K
+ 138.6%
$8.68 - $17.7 $200K - $408K
39.7K $587K
CRWD
Crowd Strike Holdings, Inc.

Technology
879
+ 39.79%
$275.15 - $388.2 $242K - $341K
3.09K $1.06M
TRV
Travelers Companies, Inc.

Financial Services
818
+ 2.39%
$225.97 - $266.66 $185K - $218K
35K $8.44M
DBEF
Xtrackers Msci Eafe Hedged Equ

ETFs
10.1K
New
$40.97 - $42.66 $415K - $432K
10.1K $419K
AAT
American Assets Trust, Inc.

Real Estate
17.3K
+ 21.56%
$25.42 - $28.67 $439K - $495K
97.3K $2.55M
KGC
Kinross Gold Corp

Basic Materials
45.9K
+ 30.97%
$9.03 - $10.75 $415K - $494K
194K $1.8M
JBL
Jabil Inc

Technology
309
+ 2.09%
$118.97 - $147.77 $36.8K - $45.7K
15.1K $2.17M
ENB
Enbridge Inc

Energy
6.85K
+ 12.02%
$40.4 - $43.92 $277K - $301K
63.8K $2.71M
BAP
Credicorp LTD

Financial Services
2.04K
+ 29.2%
$180.17 - $198.65 $367K - $405K
9.01K $1.65M
CELH
Celsius Holdings, Inc.

Consumer Defensive
14.8K
New
$25.66 - $34.91 $379K - $516K
14.8K $389K
AXR
Amrep Corp.

Real Estate
12.2K
New
$27.9 - $38.5 $341K - $471K
12.2K $384K
LAUR
Laureate Education, Inc.

Consumer Defensive
20.8K
New
$15.29 - $19.71 $318K - $410K
20.8K $380K
ALSN
Allison Transmission Holdings Inc

Consumer Cyclical
1.37K
+ 7.03%
$97.09 - $120.01 $133K - $164K
20.8K $2.25M
HOOD
Robinhood Markets, Inc.

Technology
10.1K
New
$22.33 - $43.2 $225K - $434K
10.1K $374K
CGAU
Centerra Gold Inc.

Basic Materials
71.8K
+ 285.17%
$5.56 - $7.6 $399K - $546K
97K $552K
COIN
Coinbase Global, Inc.

Technology
1.49K
New
$163.17 - $343.62 $243K - $511K
1.49K $369K
TPR
Tapestry, Inc.

Consumer Cyclical
2.79K
+ 28.25%
$43.54 - $66.18 $122K - $185K
12.7K $828K
AXP
American Express CO

Financial Services
446
+ 5.03%
$267.35 - $305.57 $119K - $136K
9.31K $2.76M
AIZ
Assurant, Inc.

Financial Services
1.52K
+ 59.98%
$186.6 - $228.68 $283K - $347K
4.05K $863K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
546
+ 9.79%
$521.84 - $558.82 $285K - $305K
6.12K $3.3M
TG
Tredegar Corp

Industrials
46.4K
New
$6.92 - $9.14 $321K - $424K
46.4K $356K
FHN
First Horizon Corp

Financial Services
17.5K
New
$14.91 - $21.42 $261K - $375K
17.5K $352K
ATGE
Adtalem Global Education Inc.

Consumer Defensive
329
+ 1.57%
$71.77 - $92.11 $23.6K - $30.3K
21.2K $1.93M
BMO
Bank Of Montreal

Financial Services
2.8K
+ 23.96%
$89.75 - $103.39 $251K - $289K
14.5K $1.4M
HPE
Hewlett Packard Enterprise CO

Technology
13.6K
+ 20.12%
$19.31 - $23.95 $262K - $325K
81K $1.73M
TWLO
Twilio Inc

Communication Services
3.19K
New
$63.73 - $114.96 $203K - $366K
3.19K $344K
PSA
Public Storage

Real Estate
2.33K
+ 42.0%
$289.33 - $360.21 $675K - $840K
7.88K $2.36M
KMI
Kinder Morgan, Inc.

Energy
8.01K
+ 35.29%
$22.59 - $28.54 $181K - $229K
30.7K $841K
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
4.2K
+ 11.39%
$115.08 - $119.55 $484K - $502K
41.1K $4.75M
IBEX
Ibex LTD

Technology
14.3K
+ 76.85%
$17.96 - $21.49 $256K - $307K
32.9K $706K
TRP
Tc Energy Corp

Energy
7.41K
+ 44.8%
$44.03 - $50.23 $326K - $372K
24K $1.11M
VIG
Vanguard Dividend Appreciation

ETFs
1.76K
+ 15.5%
N/A
13.1K $2.39M
CLPR
Clipper Realty Inc.

Real Estate
72K
+ 574.91%
$4.36 - $6.81 $314K - $490K
84.5K $387K
LYV
Live Nation Entertainment, Inc.

Communication Services
2.4K
New
$109.06 - $140.54 $261K - $337K
2.4K $310K
EQH
Equitable Holdings, Inc.

Financial Services
3.84K
+ 15.37%
$41.59 - $50.4 $160K - $194K
28.9K $1.36M
FLXS
Flexsteel Industries Inc

Consumer Cyclical
3.73K
+ 35.79%
$40.72 - $64.48 $152K - $240K
14.1K $768K
ACN
Accenture PLC

Technology
899
+ 17.3%
$343.9 - $376.86 $309K - $339K
6.1K $2.14M
ENR
Energizer Holdings, Inc.

Industrials
8.77K
New
$31.03 - $39.39 $272K - $346K
8.77K $306K
IXUS
Ishares Tr

ETFs
5.16K
+ 85.17%
$65.95 - $72.56 $340K - $374K
11.2K $741K
WAB
Westinghouse Air Brake Technologies Corp

Industrials
1.56K
New
$180.39 - $205.43 $281K - $319K
1.56K $294K
HLN
Haleon PLC

Healthcare
33.2K
+ 128.05%
$9.23 - $10.71 $307K - $356K
59.2K $566K
MET
Metlife Inc

Financial Services
3.56K
+ 137.12%
$78.15 - $88.25 $278K - $314K
6.15K $503K
ARGX
Argenx Se

Healthcare
414
+ 85.54%
$520.52 - $638.33 $215K - $264K
898 $552K
VGT
Vanguard Information Technolog

ETFs
409
+ 48.86%
$571.78 - $647.97 $234K - $265K
1.25K $774K
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
Track This Portfolio

Track Ritholtz Wealth Management Portfolio

Follow Ritholtz Wealth Management and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Ritholtz Wealth Management, based on Form 13F filings with the SEC.

News

Stay updated on Ritholtz Wealth Management with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email