Ritholtz Wealth Management Purchases in Q4 2024

Ritholtz Wealth Management

  • $3.37 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
APD
Air Products & Chemicals, Inc.

Basic Materials
162
+ 13.92%
$285.5 - $335.62 $46.3K - $54.4K
1.33K $384K
MRCC
Monroe Capital Corp

Financial Services
2.8K
+ 8.23%
$7.82 - $8.64 $21.9K - $24.2K
36.9K $313K
MLM
Martin Marietta Materials Inc

Basic Materials
101
+ 13.2%
$516.5 - $619.58 $52.2K - $62.6K
866 $447K
JXN
Jackson Financial Inc.

Financial Services
1.27K
+ 7.13%
$84.91 - $113.74 $108K - $144K
19.1K $1.66M
IWM
Ishares Russell 2000 ETF

ETFs
162
+ 7.66%
$216.13 - $242.4 $35K - $39.3K
2.28K $502K
SCHB
Schwab Strategic Tr Us Broad M

ETFs
45K
+ 200.04%
$22.01 - $66.82 $990K - $3M
67.4K $1.53M
OKE
Oneok Inc

Energy
106
+ 4.7%
$92.28 - $117.05 $9.78K - $12.4K
2.36K $237K
PH
Parker Hannifin Corp

Industrials
41
+ 2.78%
$621.74 - $709.46 $25.5K - $29.1K
1.51K $962K
MSCI
Msci Inc.

Financial Services
36
+ 5.78%
$569.09 - $635.99 $20.5K - $22.9K
659 $395K
SHM
Spdr Nuveen Bloomberg Short Te

ETFs
933
+ 5.18%
$47.26 - $48.18 $44.1K - $45K
19K $898K
ITA
Ishares Tr

ETFs
266
+ 12.01%
$144.31 - $157.31 $38.4K - $41.8K
2.48K $360K
CCJ
Cameco Corp

Energy
119
+ 1.87%
$48.64 - $61.14 $5.79K - $7.28K
6.49K $333K
LNT
Alliant Energy Corp

Utilities
581
+ 13.75%
$56.24 - $63.63 $32.7K - $37K
4.81K $284K
CIA
Citizens, Inc.

Financial Services
2.9K
+ 6.71%
$3.59 - $5.86 $10.4K - $17K
46.1K $184K
CEG
Constellation Energy Corp

Utilities
279
+ 28.01%
$224.28 - $285.52 $62.6K - $79.7K
1.28K $286K
ICE
Intercontinental Exchange, Inc.

Financial Services
552
+ 11.82%
$148.29 - $166.93 $81.9K - $92.1K
5.22K $777K
GIFI
Gulf Island Fabrication Inc

Industrials
1.07K
+ 6.53%
$5.38 - $7.35 $5.77K - $7.88K
17.5K $119K
AON
Aon PLC

Financial Services
3
+ 0.17%
$344.14 - $393.31 $1.03K - $1.18K
1.77K $634K
IP
International Paper CO

Consumer Cyclical
2
+ 0.04%
$46.64 - $59.57 $93.3 - $119
4.71K $253K
HD
Home Depot, Inc.

Consumer Cyclical
922
+ 4.44%
$385.02 - $431.37 $355K - $398K
21.7K $8.44M
SNX
Td Synnex Corp

Technology
241
+ 10.58%
$114.71 - $125.79 $27.6K - $30.3K
2.52K $295K
FAST
Fastenal CO

Industrials
130
+ 0.6%
$69.99 - $84.35 $9.1K - $11K
21.9K $1.57M
PRU
Prudential Financial Inc

Financial Services
360
+ 4.12%
$114.59 - $129.52 $41.3K - $46.6K
9.09K $1.08M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
302
+ 0.89%
$126.68 - $134.74 $38.3K - $40.7K
34.1K $4.35M
BR
Broadridge Financial Solutions, Inc.

Technology
2
+ 0.13%
$209.64 - $236.44 $419 - $473
1.49K $336K
CHD
Church & Dwight CO Inc

Consumer Defensive
160
+ 1.92%
$99.11 - $112.25 $15.9K - $18K
8.52K $891K
JCI
Johnson Controls International PLC

Industrials
161
+ 4.45%
$74.23 - $86.6 $12K - $13.9K
3.78K $297K
WRB
Berkley W R Corp

Financial Services
12
+ 0.16%
$56.48 - $64.94 $678 - $779
7.64K $447K
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
505
+ 9.69%
$131.66 - $144.0 $66.5K - $72.7K
5.72K $755K
JOET
Virtus ETF Tr Ii Virtus Terran

ETFs
153
+ 2.15%
$36.56 - $41.07 $5.59K - $6.28K
7.27K $274K
GFF
Griffon Corp

Industrials
113
+ 2.89%
$62.88 - $85.16 $7.11K - $9.62K
4.03K $286K
IWD
Ishares Russell 1000 Val ETF

ETFs
216
+ 3.61%
$183.23 - $199.79 $39.6K - $43.2K
6.2K $1.15M
CTSH
Cognizant Technology Solutions Corp

Technology
183
+ 2.15%
$74.37 - $82.32 $13.6K - $15.1K
8.7K $669K
SKM
Sk Telecom CO LTD

Communication Services
6.67K
+ 13.86%
$21.04 - $24.27 $140K - $162K
54.8K $1.15M
BZH
Beazer Homes Usa Inc

Consumer Cyclical
5.24K
+ 26.38%
$27.34 - $35.73 $143K - $187K
25.1K $688K
YUM
Yum Brands Inc

Consumer Cyclical
146
+ 6.99%
$130.36 - $139.54 $19K - $20.4K
2.24K $299K
RSG
Republic Services, Inc.

Industrials
27
+ 0.39%
$198.0 - $218.75 $5.35K - $5.91K
7.03K $1.42M
SCHX
Schwab Strategic Tr Us Large C

ETFs
7.27K
+ 200.88%
$22.4 - $68.28 $163K - $496K
10.9K $252K
GLD
Spdr Gold Trust

ETFs
44
+ 0.73%
$236.59 - $257.5 $10.4K - $11.3K
6.09K $1.47M
TDG
Trans Digm Group Inc

Industrials
25
+ 14.45%
$1239.0 - $1442.53 $31K - $36.1K
198 $250K
GCI
Gannett Co., Inc.

Communication Services
10.3K
+ 11.91%
$4.68 - $5.81 $48.4K - $60K
97.1K $491K
XLI
Industrial Sector Spdr

ETFs
101
+ 4.06%
$131.76 - $143.99 $13.3K - $14.5K
2.59K $340K
TT
Trane Technologies PLC

Industrials
71
+ 5.79%
$369.35 - $419.14 $26.2K - $29.8K
1.3K $479K
SPMD
Spdr Portfolio

ETFs
49
+ 0.99%
$54.13 - $59.56 $2.65K - $2.92K
4.99K $272K
EFA
Ishares Tr Msci Eafe ETF

ETFs
391
+ 11.33%
$75.1 - $82.99 $29.4K - $32.4K
3.84K $290K
DVY
Ishares Tr

ETFs
86
+ 3.21%
$129.55 - $143.41 $11.1K - $12.3K
2.76K $362K
DD
Du Pont De Nemours, Inc.

Basic Materials
445
+ 17.43%
$75.95 - $88.05 $33.8K - $39.2K
3K $228K
Ge Vernova Inc
155
+ 3.99%
N/A
4.04K $0
Flutter Entmt PLC
59
+ 3.54%
N/A
1.73K $0
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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