Ritholtz Wealth Management Purchases in Q1 2025

Ritholtz Wealth Management

  • $3.29 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
RUSHA
Rush Enterprises Inc Tx

Consumer Cyclical
4.43K
New
$52.01 - $61.99 $231K - $275K
4.43K $236K
USFD
Us Foods Holding Corp.

Consumer Defensive
3.61K
New
$63.38 - $72.02 $228K - $260K
3.61K $235K
FNV
Franco Nevada Corp

Basic Materials
1.49K
New
$120.72 - $157.56 $180K - $235K
1.49K $235K
BURL
Burlington Stores, Inc.

Consumer Cyclical
981
New
$228.41 - $293.71 $224K - $288K
981 $233K
GFI
Gold Fields LTD

Basic Materials
158
+ 0.61%
$13.84 - $22.09 $2.19K - $3.49K
25.9K $572K
TXN
Texas Instruments Inc

Technology
1.2K
+ 14.61%
N/A
9.37K $1.82M
FISV
Fiserv Inc

Technology
1.82K
+ 35.66%
N/A
6.93K $867K
CRUS
Cirrus Logic, Inc.

Technology
2.27K
+ 57.81%
$97.89 - $111.4 $222K - $253K
6.19K $617K
DFUV
Dimensional ETF Tr Us Marketwi

ETFs
5.53K
New
$39.96 - $43.3 $221K - $239K
5.53K $227K
ED
Consolidated Edison Inc

Utilities
2.05K
New
$88.0 - $110.59 $180K - $227K
2.05K $226K
BK
Bank Of New York Mellon Corp

Financial Services
236
+ 0.82%
$75.42 - $88.95 $17.8K - $21K
29.2K $2.45M
ITT
Itt Inc.

Industrials
1.7K
New
$128.71 - $153.88 $218K - $261K
1.7K $219K
NI
Nisource Inc.

Utilities
5.41K
New
$35.57 - $41.23 $193K - $223K
5.41K $217K
SHO
Sunstone Hotel Investors, Inc.

Real Estate
21.2K
New
N/A
21.2K $215K
RYAAY
Ryanair Holdings PLC

Industrials
5.08K
New
$41.54 - $50.08 $211K - $254K
5.08K $215K
ATGE
Adtalem Global Education Inc.

Consumer Defensive
51
+ 0.24%
$89.88 - $110.11 $4.58K - $5.62K
21.3K $2.14M
GLPI
Gaming & Leisure Properties, Inc.

Real Estate
4.2K
New
$45.62 - $51.12 $192K - $215K
4.2K $213K
SCHV
Schwab Strategic Tr Us Large C

ETFs
8.05K
New
$25.77 - $27.6 $208K - $222K
8.05K $211K
VLGEA
Village Super Market Inc

Consumer Defensive
5.43K
New
$30.38 - $38.01 $165K - $206K
5.43K $206K
UPS
United Parcel Service Inc

Industrials
2.21K
+ 95.13%
$109.66 - $136.26 $242K - $301K
4.53K $498K
Z
Zillow Group Inc Cl C Cap Stk

Communication Services
3K
New
$68.37 - $87.97 $205K - $264K
3K $206K
PANW
Palo Alto Networks Inc

Technology
1.78K
+ 19.93%
$167.82 - $208.28 $299K - $371K
10.7K $1.83M
SOI
Solaris Oilfield Infrastructure, Inc.

Energy
15K
+ 13.29%
N/A
128K $1.72M
CLH
Clean Harbors Inc

Industrials
1.02K
New
$188.14 - $246.1 $192K - $252K
1.02K $201K
VIV
Telefonica Brasil S.A.

Communication Services
13.4K
+ 19.06%
$7.5 - $9.4 $101K - $126K
83.9K $731K
INTC
Intel Corp

Technology
6.16K
+ 31.15%
$19.1 - $27.39 $118K - $169K
25.9K $589K
FTNT
Fortinet, Inc.

Technology
1.89K
+ 38.4%
$92.49 - $114.57 $174K - $216K
6.79K $653K
LYB
Lyondell Basell Industries N.V.

Basic Materials
2.99K
+ 58.28%
$69.82 - $78.67 $209K - $235K
8.12K $571K
JXN
Jackson Financial Inc.

Financial Services
3.01K
+ 15.74%
$79.36 - $97.88 $239K - $294K
22.1K $1.85M
MTZ
Mastec Inc

Industrials
1.91K
+ 108.1%
$108.66 - $160.79 $207K - $307K
3.67K $428K
VNQ
Vanguard Specialized Funds Van

ETFs
2K
+ 17.26%
$85.55 - $94.34 $171K - $189K
13.6K $1.22M
MCO
Moodys Corp

Financial Services
432
+ 21.39%
$437.8 - $527.48 $189K - $228K
2.45K $1.14M
CBOE
Cboe Global Markets, Inc.

Financial Services
48
+ 0.87%
$190.84 - $226.29 $9.16K - $10.9K
5.59K $1.27M
ABC
Amerisourcebergen Corp

Healthcare
979
+ 8.72%
N/A
12.2K $2.26M
WAB
Westinghouse Air Brake Technologies Corp

Industrials
1.04K
+ 67.07%
$175.5 - $209.86 $183K - $219K
2.6K $471K
ADEA
Adeia Inc.

Technology
13.2K
New
$12.48 - $17.23 $165K - $228K
13.2K $175K
TJX
Tjx Companies Inc

Consumer Cyclical
1.25K
+ 6.97%
$112.81 - $126.16 $141K - $157K
19.1K $2.33M
SYK
Stryker Corp

Healthcare
276
+ 5.19%
$355.18 - $399.9 $98K - $110K
5.6K $2.08M
MD
Mednax, Inc.

Healthcare
10.2K
+ 73.73%
$12.44 - $17.23 $127K - $176K
24.1K $349K
ATHM
Autohome Inc.

Communication Services
5.34K
+ 51.33%
$25.21 - $31.07 $135K - $166K
15.7K $436K
CNI
Canadian National Railway CO

Industrials
2.07K
+ 23.26%
$95.46 - $106.79 $197K - $221K
11K $1.07M
CGAU
Centerra Gold Inc.

Basic Materials
15.8K
+ 16.33%
$5.5 - $6.93 $87.1K - $110K
113K $716K
LX
Lexin Fintech Holdings Ltd.

Financial Services
16.3K
New
$5.65 - $11.43 $92.1K - $186K
16.3K $164K
ORLA
Orla Mining Ltd.

Basic Materials
17.6K
New
$5.49 - $9.35 $96.6K - $164K
17.6K $164K
DDS
Dillard'S, Inc.

Consumer Cyclical
900
+ 41.84%
$353.25 - $508.77 $318K - $458K
3.05K $1.09M
CHTR
Charter Communications, Inc.

Communication Services
209
+ 6.32%
$334.89 - $384.77 $70K - $80.4K
3.51K $1.3M
JKHY
Henry Jack & Associates Inc

Technology
768
+ 29.28%
$166.47 - $191.28 $128K - $147K
3.39K $619K
MU
Micron Technology Inc

Technology
1.22K
+ 6.13%
$86.89 - $109.38 $106K - $133K
21.1K $1.83M
MKC
Mccormick & CO Inc

Consumer Defensive
462
+ 2.34%
$71.24 - $84.73 $32.9K - $39.1K
20.2K $1.67M
Activity Summary
Buys All Purchases 542 New Holdings 126 Increased Positions 416 Sells All Sells 335 Reductions 335 Sold out 0 Options Calls 1 Puts 0
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