Ritholtz Wealth Management Purchases in Q4 2024

Ritholtz Wealth Management

  • $3.37 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
LPX
Louisiana Pacific Corp

Industrials
2.91K
+ 64.98%
$98.02 - $120.27 $285K - $350K
7.38K $764K
CBT
Cabot Corp

Basic Materials
3.46K
+ 165.47%
$90.64 - $117.0 $313K - $404K
5.54K $506K
SCSC
Scansource, Inc.

Technology
5.83K
+ 63.49%
$42.41 - $53.11 $247K - $310K
15K $712K
CMI
Cummins Inc

Industrials
330
+ 5.54%
$324.93 - $383.42 $107K - $127K
6.28K $2.19M
WLFC
Willis Lease Finance Corp

Industrials
681
+ 32.47%
$144.72 - $231.63 $98.6K - $158K
2.78K $576K
SONY
Sony Group Corp

Technology
135K
+ 392.36%
$17.53 - $96.8 $2.36M - $13M
169K $3.58M
WELL
Welltower Inc.

Real Estate
2.07K
New
$123.11 - $139.3 $255K - $289K
2.07K $261K
RY
Royal Bank Of Canada

Financial Services
3.4K
+ 9.3%
$119.72 - $128.02 $407K - $435K
39.9K $4.81M
SNFCA
Security National Financial Corp

Financial Services
15.1K
+ 58.83%
$9.12 - $13.42 $138K - $202K
40.7K $490K
IDT
Idt Corp

Communication Services
2.92K
+ 23.42%
$37.73 - $53.3 $110K - $156K
15.4K $731K
NRIM
Northrim Bancorp Inc

Financial Services
2.98K
+ 93.98%
$64.07 - $88.5 $191K - $264K
6.15K $479K
SCHW
Schwab Charles Corp

Financial Services
1.43K
+ 8.85%
$63.31 - $82.85 $90.5K - $118K
17.6K $1.3M
AYI
Acuity Brands Inc

Industrials
586
+ 12.15%
$292.13 - $333.45 $171K - $195K
5.41K $1.58M
DDWM
Wisdomtree Tr Currency Hedged

ETFs
7.32K
New
$34.04 - $35.66 $249K - $261K
7.32K $251K
FDX
Fedex Corp

Industrials
886
New
$260.5 - $305.15 $231K - $270K
886 $249K
ABT
Abbott Laboratories

Healthcare
2.53K
+ 6.05%
$111.93 - $119.39 $284K - $302K
44.4K $5.03M
DSP
Viant Technology Inc.

Technology
5.79K
+ 34.72%
$10.7 - $21.04 $62K - $122K
22.5K $432K
IHG
Intercontinental Hotels Group PLC

Consumer Cyclical
524
+ 4.16%
$109.13 - $130.93 $57.2K - $68.6K
13.1K $1.64M
TFC
Truist Financial Corp

Financial Services
5.63K
New
$41.51 - $48.1 $234K - $271K
5.63K $244K
DON
Wisdomtree Tr U.S. Midcap Divi

ETFs
4.79K
New
$50.53 - $55.55 $242K - $266K
4.79K $244K
CIEN
Ciena Corp

Technology
2.89K
New
$61.45 - $91.14 $177K - $263K
2.89K $244K
FFIV
F5, Inc.

Technology
974
New
$213.56 - $263.36 $208K - $257K
974 $244K
MFIN
Medallion Financial Corp

Financial Services
20.7K
+ 56.32%
$7.95 - $10.32 $165K - $214K
57.6K $540K
IBM
International Business Machines Corp

Technology
1.16K
+ 10.92%
$204.9 - $238.04 $237K - $275K
11.8K $2.58M
SPG
Simon Property Group Inc

Real Estate
1.22K
+ 12.35%
$167.23 - $183.84 $204K - $224K
11.1K $1.91M
FUNC
First United Corp

Financial Services
5.37K
+ 34.87%
$29.63 - $36.17 $159K - $194K
20.8K $700K
MTZ
Mastec Inc

Industrials
1.77K
New
$119.94 - $147.94 $212K - $261K
1.77K $240K
CZWI
Citizens Community Bancorp Inc.

Financial Services
14.7K
New
$13.8 - $16.96 $203K - $250K
14.7K $239K
BK
Bank Of New York Mellon Corp

Financial Services
1.29K
+ 4.67%
$70.82 - $81.87 $91.4K - $106K
28.9K $2.22M
DE
Deere & CO

Industrials
510
+ 17.53%
$389.45 - $466.0 $199K - $238K
3.42K $1.45M
DB
Deutsche Bank Aktiengesellschaft

Financial Services
15.9K
+ 10.86%
$16.2 - $17.97 $258K - $286K
163K $2.77M
IWF
Ishares Russell 1000 Gr ETF

ETFs
399
+ 15.5%
$370.24 - $418.94 $148K - $167K
2.97K $1.19M
APO
Apollo Global Management, Inc.

Financial Services
1.39K
New
$131.36 - $178.61 $182K - $248K
1.39K $228K
AFCG
Afc Gamma, Inc.

Real Estate
40.8K
+ 67.15%
$8.33 - $10.46 $340K - $427K
102K $846K
SXC
Sun Coke Energy, Inc.

Basic Materials
12.1K
+ 25.48%
$8.38 - $12.72 $101K - $154K
59.5K $636K
SMMD
Ishares Tr Russell 2500 ETF

ETFs
3.32K
New
$66.67 - $74.08 $222K - $246K
3.32K $225K
MATX
Matson, Inc.

Industrials
2.45K
+ 17.82%
$131.18 - $167.37 $321K - $410K
16.2K $2.18M
JLL
Jones Lang Lasalle Inc

Real Estate
1.02K
+ 48.2%
$246.93 - $283.67 $251K - $288K
3.12K $790K
DOCU
Docusign, Inc.

Technology
2.48K
New
$61.42 - $106.99 $152K - $265K
2.48K $222K
KFY
Korn Ferry

Industrials
3.29K
New
$66.56 - $79.4 $219K - $261K
3.29K $221K
SUB
Ishares Short Term National Mu

ETFs
3.56K
+ 1.6%
$104.94 - $106.2 $373K - $378K
225K $23.8M
FLEX
Flex Ltd.

Technology
4.84K
+ 80.54%
$32.52 - $41.3 $157K - $200K
10.9K $416K
CVX
Chevron Corp

Energy
1.82K
+ 9.27%
$141.15 - $162.53 $256K - $295K
21.4K $3.1M
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
6.23K
New
$33.92 - $36.6 $211K - $228K
6.23K $215K
PWR
Quanta Services, Inc.

Industrials
440
+ 10.56%
$296.05 - $346.6 $130K - $153K
4.61K $1.46M
TJX
Tjx Companies Inc

Consumer Cyclical
1.32K
+ 7.95%
$112.15 - $127.2 $148K - $167K
17.9K $2.16M
CFFI
C & F Financial Corp

Financial Services
3.07K
New
$58.28 - $79.4 $179K - $243K
3.07K $211K
PNR
Pentair PLC

Industrials
2.09K
New
$95.0 - $109.21 $199K - $229K
2.09K $210K
MMM
3 M CO

Industrials
2.06K
+ 27.02%
$124.74 - $137.12 $257K - $283K
9.69K $1.25M
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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