Ritholtz Wealth Management Purchases in Q1 2025

Ritholtz Wealth Management

  • $3.29 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
NSC
Norfolk Southern Corp

Industrials
321
+ 5.1%
$227.69 - $259.76 $73.1K - $83.4K
6.62K $1.57M
HRB
H&R Block Inc

Consumer Cyclical
410
+ 1.27%
$49.96 - $55.97 $20.5K - $22.9K
32.6K $1.79M
APD
Air Products & Chemicals, Inc.

Basic Materials
277
+ 20.89%
$283.24 - $338.07 $78.5K - $93.6K
1.6K $472K
KTB
Kontoor Brands, Inc.

Consumer Cyclical
3.57K
+ 52.63%
$59.37 - $95.63 $212K - $341K
10.3K $663K
NDSN
Nordson Corp

Industrials
542
+ 16.45%
$200.12 - $224.07 $108K - $121K
3.84K $773K
MLM
Martin Marietta Materials Inc

Basic Materials
246
+ 28.41%
$460.39 - $552.64 $113K - $136K
1.11K $531K
KKR
Kkr & Co. Inc.

Financial Services
1.52K
+ 52.95%
$108.17 - $167.07 $165K - $255K
4.4K $508K
REG
Regency Centers Corp

Real Estate
1.12K
+ 40.16%
$68.83 - $77.74 $77.4K - $87.4K
3.92K $289K
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
1.1K
+ 25.11%
$59.28 - $66.1 $65.4K - $72.9K
5.5K $349K
TGT
Target Corp

Consumer Defensive
2.15K
+ 46.62%
$103.65 - $142.5 $223K - $306K
6.75K $704K
SCHG
Schwab Strategic Tr Us Large C

ETFs
4.79K
+ 28.95%
$24.91 - $29.02 $119K - $139K
21.3K $533K
SNX
Td Synnex Corp

Technology
1.02K
+ 40.33%
$103.96 - $144.69 $106K - $147K
3.54K $367K
PSA
Public Storage

Real Estate
236
+ 2.99%
$288.99 - $313.98 $68.2K - $74.1K
8.12K $2.43M
CHD
Church & Dwight CO Inc

Consumer Defensive
206
+ 2.42%
$101.42 - $113.2 $20.9K - $23.3K
8.72K $960K
MSCI
Msci Inc.

Financial Services
153
+ 23.22%
$541.46 - $628.34 $82.8K - $96.1K
812 $459K
DOX
Amdocs LTD

Technology
507
+ 18.86%
$82.21 - $92.02 $41.7K - $46.7K
3.2K $292K
BAP
Credicorp LTD

Financial Services
188
+ 2.09%
$178.97 - $197.4 $33.6K - $37.1K
9.2K $1.71M
XLE
Energy Sector Spdr

ETFs
329
+ 7.32%
$85.7 - $93.96 $28.2K - $30.9K
4.83K $445K
COF
Capital One Financial Corp

Financial Services
274
+ 2.59%
$163.87 - $209.82 $44.9K - $57.5K
10.8K $1.94M
SCI
Service Corp International

Consumer Cyclical
689
+ 7.43%
$75.99 - $84.16 $52.4K - $58K
9.97K $799K
FNDF
Schwab Fundamental Intl Large

ETFs
687
+ 6.71%
$32.9 - $37.45 $22.6K - $25.7K
10.9K $398K
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
132
+ 0.96%
$58.01 - $64.46 $7.66K - $8.51K
13.9K $869K
IWB
Ishares Tr Russell 1000 ETF

ETFs
243
+ 24.42%
$302.31 - $337.54 $73.5K - $82K
1.24K $377K
ROP
Roper Technologies Inc

Industrials
33
+ 6.32%
$502.71 - $593.81 $16.6K - $19.6K
555 $327K
JNPR
Juniper Networks Inc

Technology
1.73K
+ 31.27%
$34.38 - $39.03 $59.4K - $67.4K
7.25K $262K
SHV
Ishares Tr

ETFs
350
+ 0.72%
$110.11 - $110.51 $38.5K - $38.7K
49.1K $5.42M
PNR
Pentair PLC

Industrials
937
+ 44.75%
$84.0 - $105.35 $78.7K - $98.7K
3.03K $265K
MTB
M&T Bank Corp

Financial Services
544
+ 12.13%
$170.47 - $201.98 $92.7K - $110K
5.03K $898K
JOET
Virtus ETF Tr Ii Virtus Terran

ETFs
1.73K
+ 23.83%
$35.58 - $40.4 $61.6K - $70K
9K $327K
LFVN
Lifevantage Corp

Consumer Defensive
13.2K
+ 27.8%
$14.42 - $25.62 $190K - $337K
60.5K $882K
NKE
Nike, Inc.

Consumer Cyclical
2.1K
+ 30.61%
$63.29 - $81.72 $133K - $171K
8.94K $567K
CARR
Carrier Global Corp

Industrials
1.01K
+ 34.01%
$62.07 - $70.55 $62.5K - $71K
3.97K $251K
AXS
Axis Capital Holdings LTD

Financial Services
34
+ 0.89%
$85.54 - $100.24 $2.91K - $3.41K
3.85K $386K
IWM
Ishares Russell 2000 ETF

ETFs
474
+ 20.83%
$198.1 - $229.79 $93.9K - $109K
2.75K $548K
HNI
Hni Corp

Industrials
3.38K
+ 19.41%
$43.17 - $51.26 $146K - $173K
20.8K $920K
DRI
Darden Restaurants Inc

Consumer Cyclical
1
+ 0.05%
$180.02 - $208.56 $180 - $209
2.14K $443K
MNST
Monster Beverage Corp

Consumer Defensive
267
+ 5.48%
$46.16 - $58.58 $12.3K - $15.6K
5.14K $300K
DKS
Dick'S Sporting Goods, Inc.

Consumer Cyclical
325
+ 37.1%
$186.55 - $250.04 $60.6K - $81.3K
1.2K $242K
LUMN
Lumen Technologies, Inc.

Communication Services
10.9K
New
$3.92 - $5.92 $42.6K - $64.4K
10.9K $42K
BNL
Broadstone Net Lease, Inc.

Real Estate
673
+ 2.77%
$15.2 - $17.25 $10.2K - $11.6K
24.9K $424K
PAC
Pacific Airport Group

Industrials
40
+ 1.34%
$178.82 - $203.81 $7.15K - $8.15K
3.03K $561K
OTIS
Otis Worldwide Corp

Industrials
69
+ 2.43%
$90.77 - $104.01 $6.26K - $7.18K
2.91K $300K
DHX
Dhi Group, Inc.

Industrials
27K
New
$1.39 - $3.28 $37.5K - $88.4K
27K $37K
FCX
Freeport Mcmoran Inc

Basic Materials
1.04K
+ 5.8%
$34.5 - $43.01 $35.9K - $44.8K
19K $719K
EXPE
Expedia Group, Inc.

Consumer Cyclical
1.16K
+ 13.24%
$157.11 - $206.52 $181K - $239K
9.88K $1.66M
PLPC
Preformed Line Products CO

Industrials
39
+ 1.56%
$120.05 - $152.34 $4.68K - $5.94K
2.54K $355K
VOE
Vanguard Mid Cap Value Index F

ETFs
312
+ 5.43%
$156.61 - $168.02 $48.9K - $52.4K
6.05K $963K
NEE
Nextera Energy Inc

Utilities
818
+ 2.64%
$66.96 - $76.16 $54.8K - $62.3K
31.8K $2.25M
TFC
Truist Financial Corp

Financial Services
1.11K
+ 19.72%
$39.48 - $48.15 $43.8K - $53.4K
6.74K $277K
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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