Ritholtz Wealth Management Purchases in Q4 2025

Ritholtz Wealth Management

  • $5.23 Billion
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
LE
Lands' End, Inc.

Consumer Cyclical
39.8K
+ 191.65%
N/A
60.6K $803K
CNI
Canadian National Railway CO

Industrials
5.31K
+ 47.34%
$93.17 - $97.87 $495K - $520K
16.5K $1.58M
BMO
Bank Of Montreal

Financial Services
4.7K
+ 43.36%
$122.49 - $130.46 $576K - $614K
15.6K $1.93M
RACE
Ferrari N.V.

Consumer Cyclical
1.21K
New
$378.72 - $504.09 $459K - $611K
1.21K $505K
BHC
Bausch Health Companies Inc.

Healthcare
79.8K
New
$5.9 - $7.02 $471K - $560K
79.8K $501K
LYB
Lyondell Basell Industries N.V.

Basic Materials
13.4K
+ 48.08%
$42.38 - $49.47 $566K - $661K
41.1K $1.86M
VIPS
Vipshop Holdings LTD

Consumer Cyclical
27.3K
+ 17.3%
$17.49 - $20.68 $478K - $566K
185K $3.6M
AMPY
Amplify Energy Corp.

Energy
88.7K
New
$4.2 - $5.83 $373K - $517K
88.7K $491K
THG
Hanover Insurance Group, Inc.

Financial Services
2.69K
+ 192.7%
$168.39 - $184.62 $454K - $497K
4.09K $741K
TLK
Perusahaan Perseroan Persero Pt Telekomunikasi Indonesia Tbk

Communication Services
21.1K
+ 101.15%
$17.96 - $21.21 $379K - $448K
42K $880K
VRTX
Vertex Pharmaceuticals Inc

Healthcare
759
+ 20.78%
$402.9 - $437.15 $306K - $332K
4.41K $1.91M
CMI
Cummins Inc

Industrials
587
+ 11.37%
$407.98 - $484.34 $239K - $284K
5.75K $2.66M
AA
Alcoa Corp

Basic Materials
11.7K
+ 148.71%
$33.79 - $40.14 $397K - $471K
19.6K $738K
TJX
Tjx Companies Inc

Consumer Cyclical
3.01K
+ 12.06%
$138.56 - $147.63 $417K - $444K
28K $4.08M
NUS
Nu Skin Enterprises, Inc.

Consumer Defensive
71.2K
+ 88.05%
$9.12 - $12.01 $649K - $855K
152K $1.46M
ADM
Archer Daniels Midland CO

Consumer Defensive
8K
New
$56.0 - $63.38 $448K - $507K
8K $468K
ESS
Essex Property Trust, Inc.

Real Estate
1.71K
+ 93.48%
N/A
3.53K $962K
AXP
American Express CO

Financial Services
999
+ 7.68%
$316.26 - $372.77 $316K - $372K
14K $4.78M
KLAC
Kla Corp

Technology
223
+ 6.09%
$982.75 - $1235.28 $219K - $275K
3.89K $4.41M
DFAI
Dimensional ETF Tr

ETFs
12.3K
New
$35.82 - $37.52 $441K - $462K
12.3K $456K
JCI
Johnson Controls International PLC

Industrials
2.85K
+ 22.87%
$105.55 - $122.66 $301K - $349K
15.3K $1.82M
RIVN
Rivian Automotive, Inc.

Consumer Cyclical
29.1K
+ 200.28%
$12.5 - $18.02 $364K - $525K
43.7K $659K
NTRA
Natera, Inc.

Healthcare
2.17K
New
$160.21 - $209.5 $347K - $454K
2.17K $442K
BNS
Bank Of Nova Scotia

Financial Services
5.87K
+ 37.11%
$63.31 - $67.83 $371K - $398K
21.7K $1.46M
M
Macy'S, Inc.

Consumer Cyclical
20.8K
+ 207.7%
$16.51 - $20.75 $343K - $431K
30.8K $615K
CB
Chubb LTD

Financial Services
1.08K
+ 12.41%
$268.2 - $296.22 $288K - $318K
9.74K $2.88M
MS
Morgan Stanley

Financial Services
2.57K
+ 7.18%
$151.86 - $169.92 $390K - $437K
38.4K $6.12M
CIEN
Ciena Corp

Technology
1.31K
+ 34.4%
$151.45 - $209.52 $198K - $273K
5.1K $977K
PUK
Prudential PLC

Financial Services
14.3K
+ 71.72%
$26.76 - $28.99 $384K - $416K
34.3K $980K
ATLO
Ames National Corp

Financial Services
19.8K
New
$19.61 - $21.39 $388K - $424K
19.8K $417K
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
14.2K
New
$28.9 - $30.17 $410K - $428K
14.2K $413K
SCHG
Schwab Strategic Tr Us Large C

ETFs
12.4K
+ 58.41%
$31.41 - $33.69 $390K - $418K
33.7K $1.09M
KE
Kimball Electronics, Inc.

Industrials
14.8K
+ 131.76%
$27.23 - $30.44 $402K - $450K
26K $736K
DFUS
Dimensional ETF Tr U S Equity

ETFs
5.43K
+ 52.34%
$71.0 - $74.64 $385K - $405K
15.8K $1.15M
SHOP
Shopify Inc.

Technology
3.27K
+ 11.08%
$146.04 - $179.01 $477K - $585K
32.8K $4.78M
LNKB
Linkbancorp, Inc.

Financial Services
53.3K
New
$6.85 - $7.73 $365K - $412K
53.3K $399K
SHYG
Ishares 0 5 Year High Yield CO

ETFs
11.6K
+ 6.98%
$42.66 - $43.29 $493K - $500K
177K $7.56M
LYG
Lloyds Banking Group PLC

Financial Services
25.7K
+ 2.65%
$4.42 - $5.03 $113K - $129K
995K $4.8M
MTZ
Mastec Inc

Industrials
2.95K
+ 35.09%
$190.08 - $221.36 $560K - $653K
11.3K $2.18M
FHI
Federated Hermes, Inc.

Financial Services
12.1K
+ 16.54%
$47.3 - $52.93 $572K - $640K
85.2K $4.19M
QCOM
Qualcomm Inc

Technology
2.28K
+ 10.62%
$153.59 - $187.68 $350K - $427K
23.7K $3.95M
NREF
Nex Point Real Estate Finance, Inc.

Real Estate
29.3K
+ 43.45%
$13.12 - $14.31 $384K - $419K
96.7K $1.34M
SII
Sprott Inc.

Financial Services
3.72K
+ 31.92%
$79.75 - $93.06 $296K - $346K
15.4K $1.35M
MNST
Monster Beverage Corp

Consumer Defensive
4.48K
+ 27.66%
$66.31 - $71.91 $297K - $322K
20.7K $1.48M
CRWD
Crowd Strike Holdings, Inc.

Technology
140
+ 2.17%
$482.23 - $557.53 $67.5K - $78.1K
6.58K $3.54M
DLTR
Dollar Tree, Inc.

Consumer Defensive
3.16K
+ 67.88%
$85.04 - $106.29 $269K - $336K
7.82K $818K
LNC
Lincoln National Corp

Financial Services
8.94K
+ 68.0%
$38.04 - $42.0 $340K - $376K
22.1K $906K
TXT
Textron Inc

Industrials
4.66K
New
$79.42 - $87.34 $370K - $407K
4.66K $376K
CMC
Commercial Metals CO

Basic Materials
6.26K
New
$55.35 - $62.05 $347K - $389K
6.26K $369K
Activity Summary
Buys All Purchases 681 New Holdings 145 Increased Positions 536 Sells All Sells 400 Reductions 400 Sold out 0 Options Calls 0 Puts 0
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