Ritholtz Wealth Management Purchases in Q4 2025

Ritholtz Wealth Management

  • $5.23 Billion
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
5.73K
New
$37.61 - $39.41 $216K - $226K
5.73K $221K
SCHW
Schwab Charles Corp

Financial Services
3.42K
+ 13.0%
$91.91 - $97.71 $314K - $334K
29.7K $2.73M
NBIX
Neurocrine Biosciences Inc

Healthcare
1.52K
New
$136.63 - $154.8 $208K - $235K
1.52K $220K
FSTR
Foster L B CO

Industrials
8.31K
New
$25.58 - $28.1 $213K - $234K
8.31K $220K
VOYA
Voya Financial, Inc.

Financial Services
3.32K
+ 88.92%
$70.21 - $75.77 $233K - $252K
7.06K $499K
AME
Ametek Inc

Industrials
1.14K
New
$179.28 - $202.11 $204K - $230K
1.14K $220K
WFC
Wells Fargo & Company

Financial Services
3.02K
+ 3.62%
$77.62 - $87.3 $234K - $263K
86.3K $7.2M
IWN
Ishares Russell2000 Val ETF

ETFs
1.26K
New
$172.34 - $181.51 $216K - $228K
1.26K $219K
TER
Teradyne, Inc

Technology
1.29K
New
$132.08 - $187.59 $170K - $241K
1.29K $218K
CMA
Comerica Inc

Financial Services
2.78K
New
$69.09 - $80.21 $192K - $223K
2.78K $217K
SBUX
Starbucks Corp

Consumer Cyclical
2.44K
+ 14.2%
$78.46 - $87.26 $191K - $213K
19.6K $1.66M
SOXX
Ishares Semiconductor ETF

ETFs
724
New
$271.99 - $309.6 $197K - $224K
724 $208K
ABNB
Airbnb, Inc.

Consumer Cyclical
1.93K
+ 40.62%
$117.6 - $129.07 $227K - $249K
6.67K $784K
FIVE
Five Below, Inc

Consumer Cyclical
1.42K
New
$138.49 - $161.57 $196K - $229K
1.42K $208K
NUE
Nucor Corp

Basic Materials
1.39K
New
$131.78 - $154.43 $183K - $215K
1.39K $205K
HURN
Huron Consulting Group Inc.

Industrials
755
+ 18.05%
$145.01 - $169.61 $109K - $128K
4.94K $817K
NOV
Nov Inc.

Energy
13K
New
$12.31 - $15.72 $160K - $204K
13K $203K
OMF
One Main Holdings, Inc.

Financial Services
3.41K
New
$52.15 - $61.38 $178K - $209K
3.41K $201K
SPGI
S&P Global Inc.

Financial Services
370
+ 3.99%
$472.05 - $502.96 $175K - $186K
9.65K $4.72M
MITT
Ag Mortgage Investment Trust, Inc.

Real Estate
24.9K
+ 180.35%
$6.95 - $7.85 $173K - $196K
38.8K $298K
KTOS
Kratos Defense & Security Solutions, Inc.

Industrials
2.72K
New
$71.69 - $105.67 $195K - $288K
2.72K $197K
GS
Goldman Sachs Group Inc

Financial Services
527
+ 5.17%
$744.6 - $838.97 $392K - $442K
10.7K $8.31M
NOC
Northrop Grumman Corp

Industrials
573
+ 21.05%
$558.0 - $637.95 $320K - $366K
3.3K $1.86M
AER
Aer Cap Holdings N.V.

Industrials
597
+ 8.32%
$119.82 - $137.67 $71.5K - $82.2K
7.78K $1.06M
SPHQ
Invesco Exchange Traded Fd Tr

ETFs
2.68K
New
$72.21 - $75.0 $194K - $201K
2.68K $196K
DOV
Dover Corp

Industrials
1.07K
New
$161.16 - $183.97 $172K - $197K
1.07K $195K
PSX
Phillips 66

Energy
1.28K
+ 68.16%
$126.76 - $142.32 $162K - $182K
3.16K $449K
EMBC
Embecta Corp.

Healthcare
12.8K
+ 73.31%
$13.34 - $14.71 $170K - $188K
30.2K $439K
CVS
Cvs Health Corp

Healthcare
1.82K
+ 11.41%
$76.69 - $83.04 $139K - $151K
17.8K $1.39M
TTWO
Take Two Interactive Software Inc

Communication Services
814
New
$232.0 - $262.29 $189K - $214K
814 $191K
XLU
Utilities Sector Spdr

ETFs
2.04K
+ 30.37%
$87.89 - $92.9 $179K - $189K
8.75K $776K
GPS
Gap Inc

Consumer Cyclical
9.5K
New
N/A
9.5K $191K
FTI
Technip Fmc PLC

Energy
3.78K
+ 67.93%
$35.57 - $43.74 $134K - $165K
9.35K $408K
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
330
+ 73.99%
$577.77 - $604.78 $191K - $200K
776 $454K
MAR
Marriott International Inc

Consumer Cyclical
370
+ 11.44%
$259.04 - $291.9 $95.8K - $108K
3.61K $1.03M
DDS
Dillard'S, Inc.

Consumer Cyclical
137
+ 2.78%
$579.32 - $664.06 $79.4K - $91K
5.06K $3.21M
MPC
Marathon Petroleum Corp

Energy
343
+ 2.14%
$180.89 - $200.13 $62K - $68.6K
16.4K $3.27M
OEF
Ishares S&P 100 ETF

ETFs
690
New
N/A
690 $183K
PEBK
Peoples Bancorp Of North Carolina Inc

Financial Services
5.95K
New
$28.42 - $32.23 $169K - $192K
5.95K $182K
VFMO
Vanguard Wellington Fd U S Mom

ETFs
22.6K
+ 3.6%
$184.47 - $199.8 $4.17M - $4.52M
651K $121M
FRAF
Franklin Financial Services Corp

Financial Services
3.36K
+ 56.65%
$43.79 - $48.85 $147K - $164K
9.29K $451K
EXAS
Exact Sciences Corp

Healthcare
2.7K
New
$56.19 - $69.63 $151K - $188K
2.7K $180K
SUB
Ishares Short Term National Mu

ETFs
2.34K
+ 0.9%
$106.22 - $106.81 $249K - $250K
261K $27.8M
UHS
Universal Health Services Inc

Healthcare
275
+ 4.93%
$196.11 - $229.23 $53.9K - $63K
5.85K $1.32M
DE
Deere & CO

Industrials
161
+ 3.01%
$439.11 - $480.78 $70.7K - $77.4K
5.5K $2.62M
GOOS
Canada Goose Holdings Inc.

Consumer Cyclical
13.1K
New
$12.21 - $14.61 $160K - $192K
13.1K $173K
STT
State Street Corp

Financial Services
1.44K
+ 35.55%
$111.0 - $121.11 $160K - $175K
5.5K $642K
CBL
Cbl & Associates Properties Inc

Real Estate
3.23K
+ 9.32%
$28.1 - $32.8 $90.7K - $106K
37.8K $1.23M
SYK
Stryker Corp

Healthcare
647
+ 9.6%
$353.81 - $388.35 $229K - $251K
7.39K $2.66M
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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