Ritholtz Wealth Management Purchases in Q4 2024

Ritholtz Wealth Management

  • $3.37 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
CVEO
Civeo Corp

Industrials
93
+ 0.85%
$21.43 - $28.17 $1.99K - $2.62K
11K $249K
DEO
Diageo PLC

Consumer Defensive
16
+ 0.32%
$118.0 - $139.88 $1.89K - $2.24K
4.97K $631K
VGK
Vanguard Ftse Europe ETF Ftse

ETFs
2.76K
+ 8.5%
$63.27 - $70.31 $174K - $194K
35.2K $2.23M
CRUS
Cirrus Logic, Inc.

Technology
153
+ 4.06%
$99.58 - $125.3 $15.2K - $19.2K
3.93K $390K
INVA
Innoviva, Inc.

Healthcare
2.78K
+ 3.88%
$17.35 - $20.32 $48.3K - $56.5K
74.4K $1.29M
MEC
Mayville Engineering Company, Inc.

Industrials
1.95K
+ 8.33%
$15.66 - $21.81 $30.5K - $42.4K
25.3K $397K
MKC
Mccormick & CO Inc

Consumer Defensive
303
+ 1.56%
$73.97 - $84.09 $22.4K - $25.5K
19.8K $1.51M
GIB
Cgi Inc

Technology
85
+ 0.41%
$107.0 - $116.25 $9.1K - $9.88K
20.9K $2.28M
RDY
Dr Reddys Laboratories LTD

Healthcare
63.2K
+ 362.79%
$13.99 - $79.75 $884K - $5.04M
80.6K $1.27M
WF
Woori Financial Group Inc.

Financial Services
301
+ 0.99%
$31.21 - $37.04 $9.39K - $11.1K
30.6K $955K
CL
Colgate Palmolive CO

Consumer Defensive
7.12K
+ 11.56%
$90.22 - $102.31 $643K - $729K
68.7K $6.25M
FCX
Freeport Mcmoran Inc

Basic Materials
1.24K
+ 7.41%
$38.08 - $50.82 $47.1K - $62.9K
18K $683K
PHM
Pultegroup Inc

Consumer Cyclical
16.7K
+ 29.35%
$108.86 - $149.04 $1.82M - $2.5M
73.8K $8.04M
NDSN
Nordson Corp

Industrials
2
+ 0.06%
$208.83 - $264.36 $418 - $529
3.29K $689K
AFL
Aflac Inc

Financial Services
271
+ 1.02%
$100.37 - $115.27 $27.2K - $31.2K
26.8K $2.77M
PATK
Patrick Industries Inc

Consumer Cyclical
7.47K
+ 53.91%
$82.71 - $146.16 $618K - $1.09M
21.3K $1.77M
MAS
Masco Corp

Industrials
2.95K
+ 7.9%
$72.52 - $85.73 $214K - $253K
40.3K $2.92M
LMT
Lockheed Martin Corp

Industrials
873
+ 12.98%
$479.66 - $614.62 $419K - $537K
7.6K $3.69M
VEU
Vanguard Ftse All World Ex Us

ETFs
3.06K
+ 4.01%
$57.29 - $63.1 $175K - $193K
79.3K $4.55M
VALE
Vale S.A.

Basic Materials
33.3K
+ 17.08%
$8.74 - $11.78 $291K - $392K
228K $2.02M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
2.23K
+ 2.35%
$44.04 - $49.49 $98.3K - $110K
97.3K $4.29M
RELX
Relx PLC

Communication Services
781
+ 0.53%
$44.45 - $48.63 $34.7K - $38K
148K $6.73M
HPQ
Hp Inc

Technology
1.23K
+ 1.28%
$32.46 - $39.3 $39.9K - $48.3K
97.4K $3.18M
NEE
Nextera Energy Inc

Utilities
1.41K
+ 4.78%
$69.77 - $85.43 $98.6K - $121K
31K $2.22M
TIMB
Tim S.A.

Communication Services
5K
+ 7.97%
$11.71 - $17.19 $58.5K - $85.9K
67.7K $796K
ODFL
Old Dominion Freight Line, Inc.

Industrials
12
+ 0.09%
$176.4 - $231.84 $2.12K - $2.78K
13.1K $2.31M
KO
Coca Cola CO

Consumer Defensive
5.65K
+ 8.39%
$61.74 - $71.71 $349K - $405K
73K $4.54M
BND
Vanguard Bd Index Fd Inc Total

ETFs
44.9K
+ 4.05%
$71.75 - $75.11 $3.22M - $3.37M
1.15M $82.8M
CMCSA
Comcast Corp

Communication Services
972
+ 1.04%
$37.39 - $45.14 $36.3K - $43.9K
94.9K $3.56M
SHW
Sherwin Williams CO

Basic Materials
67
+ 0.72%
$338.75 - $399.71 $22.7K - $26.8K
9.4K $3.19M
BABA
Alibaba Group Holding LTD

Consumer Cyclical
5.1K
+ 13.61%
$82.28 - $117.52 $419K - $599K
42.5K $3.61M
UBER
Uber Technologies, Inc

Technology
1.33K
+ 3.76%
$59.93 - $86.34 $79.8K - $115K
36.8K $2.22M
HIG
Hartford Financial Services Group, Inc.

Financial Services
794
+ 1.22%
$107.06 - $123.74 $85K - $98.2K
65.8K $7.2M
PDD
Pinduoduo Inc.

Consumer Cyclical
414
+ 3.07%
$94.39 - $154.27 $39.1K - $63.9K
13.9K $1.35M
BHP
Bhp Group LTD

Basic Materials
6.67K
+ 10.82%
$48.78 - $62.43 $326K - $417K
68.3K $3.34M
IEF
Ishares Barclays

ETFs
2.02K
+ 1.61%
$92.08 - $98.18 $186K - $199K
127K $11.8M
CTAS
Cintas Corp

Industrials
285
+ 1.04%
$182.7 - $226.47 $52.1K - $64.5K
27.8K $5.08M
XOM
Exxon Mobil Corp

Energy
207
+ 0.3%
$105.51 - $125.37 $21.8K - $26K
69.9K $7.52M
ABBV
Abb Vie Inc.

Healthcare
245
+ 0.64%
$164.99 - $203.87 $40.4K - $49.9K
38.3K $6.81M
DFEV
Dimensional ETF Tr Emerging Mk

ETFs
52.4K
+ 5.43%
$26.16 - $29.13 $1.37M - $1.53M
1.02M $26.7M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
30.7K
+ 3.46%
$96.64 - $101.23 $2.97M - $3.11M
918K $88.9M
LQD
Ishares Iboxx $ Investment Gra

ETFs
5.48K
+ 2.19%
$106.56 - $113.11 $584K - $619K
255K $27.2M
IMTM
Ishares Msci Intl Momentum Fac

ETFs
39.3K
+ 4.53%
$37.33 - $40.39 $1.47M - $1.59M
907K $33.9M
DISV
Dimensional ETF Tr Dimensional

ETFs
68.8K
+ 5.08%
$26.18 - $28.77 $1.8M - $1.98M
1.42M $37.8M
NVO
Novo Nordisk A S

Healthcare
2.34K
+ 1.98%
$85.0 - $120.04 $199K - $281K
121K $10.4M
IEFA
Ishares Tr

ETFs
60K
+ 5.18%
$70.06 - $77.43 $4.21M - $4.65M
1.22M $85.6M
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
Track This Portfolio

Track Ritholtz Wealth Management Portfolio

Follow Ritholtz Wealth Management and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Ritholtz Wealth Management, based on Form 13F filings with the SEC.

News

Stay updated on Ritholtz Wealth Management with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email