Ritholtz Wealth Management Incresed Positions in Q4 2025

Ritholtz Wealth Management

  • $5.23 Billion
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
VTI
Vanguard Total Stock Market Et

ETFs
59.4K
+ 4.32%
$321.8 - $337.95 $19.1M - $20.1M
1.43M $473M
AAPL
Apple Inc.

Technology
23.5K
+ 4.2%
$245.27 - $275.25 $5.77M - $6.47M
584K $156M
BND
Vanguard Bd Index Fd Inc Total

ETFs
173K
+ 9.99%
$74.09 - $75.1 $12.8M - $13M
1.91M $141M
NOW
Service Now, Inc.

Technology
12.9K
+ 284.45%
$835.79 - $946.29 $10.8M - $12.3M
17.5K $14.6M
STIP
Ishares Barclays 0 5 Year Tips

ETFs
109K
+ 5.1%
$102.72 - $103.6 $11.2M - $11.3M
2.26M $232M
GOOG
Alphabet Inc.

Communication Services
13.1K
+ 10.35%
$237.49 - $291.74 $3.11M - $3.83M
140K $39.9M
GOOGL
Alphabet Inc.

Communication Services
3.85K
+ 2.53%
$236.57 - $291.31 $911K - $1.12M
156K $43.2M
AMZN
Amazon Com Inc

Consumer Cyclical
6.82K
+ 2.8%
$213.04 - $254.0 $1.45M - $1.73M
250K $58.8M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
44.4K
+ 3.85%
$99.87 - $101.27 $4.43M - $4.49M
1.2M $120M
NVDA
Nvidia Corp

Technology
21.9K
+ 3.39%
$179.83 - $207.04 $3.94M - $4.54M
669K $125M
DFSV
Dimensional ETF Tr Dimensional

ETFs
169K
+ 4.89%
$30.55 - $32.35 $5.15M - $5.46M
3.62M $114M
IEFA
Ishares Tr

ETFs
21.6K
+ 1.72%
$86.09 - $89.88 $1.86M - $1.94M
1.28M $114M
FBND
Fidelity Merrimack Str Tr Tota

ETFs
77.5K
+ 2.05%
$46.2 - $46.85 $3.58M - $3.63M
3.86M $178M
DFEV
Dimensional ETF Tr Emerging Mk

ETFs
37.3K
+ 2.86%
$31.06 - $33.86 $1.16M - $1.26M
1.34M $45.1M
IMTM
Ishares Msci Intl Momentum Fac

ETFs
55.9K
+ 3.64%
$46.88 - $48.98 $2.62M - $2.74M
1.59M $77M
BIIB
Biogen Inc.

Healthcare
16.7K
+ 142.94%
$142.26 - $167.55 $2.38M - $2.8M
28.4K $4.75M
AUPH
Aurinia Pharmaceuticals Inc.

Healthcare
174K
+ 206.24%
$11.1 - $15.68 $1.93M - $2.73M
259K $3.97M
AMD
Advanced Micro Devices Inc

Technology
3.55K
+ 13.44%
$164.01 - $264.33 $582K - $938K
29.9K $7.2M
JNJ
Johnson & Johnson

Healthcare
8.05K
+ 9.54%
$185.98 - $199.58 $1.5M - $1.61M
92.4K $18.4M
EXPE
Expedia Group, Inc.

Consumer Cyclical
6.44K
+ 29.94%
$210.33 - $273.65 $1.35M - $1.76M
27.9K $7.39M
GILD
Gilead Sciences, Inc.

Healthcare
7.87K
+ 6.17%
$110.56 - $125.2 $870K - $985K
135K $16.8M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
4.1K
+ 30.33%
$600.51 - $631.95 $2.46M - $2.59M
17.6K $10.9M
GM
General Motors CO

Consumer Cyclical
27.9K
+ 46.1%
$55.35 - $71.89 $1.54M - $2M
88.3K $6.22M
STX
Seagate Technology Holdings PLC

Technology
8.36K
+ 64.48%
$211.63 - $293.99 $1.77M - $2.46M
21.3K $5.51M
PHM
Pultegroup Inc

Consumer Cyclical
27.6K
+ 43.19%
$118.23 - $137.61 $3.26M - $3.8M
91.5K $10.8M
AVGO
Broadcom Inc.

Technology
3.2K
+ 3.46%
$324.63 - $385.98 $1.04M - $1.23M
95.5K $32.7M
DISV
Dimensional ETF Tr Dimensional

ETFs
49.5K
+ 2.35%
$35.06 - $36.3 $1.73M - $1.8M
2.16M $77.5M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
3.87K
+ 8.63%
$475.68 - $513.11 $1.84M - $1.99M
48.7K $24.8M
DHI
Horton D R Inc

Consumer Cyclical
17K
+ 173.32%
$142.43 - $174.95 $2.43M - $2.98M
26.9K $3.83M
MU
Micron Technology Inc

Technology
1.92K
+ 9.12%
$181.6 - $253.3 $349K - $487K
23K $5.68M
UPS
United Parcel Service Inc

Industrials
22.1K
+ 850.58%
$82.87 - $97.4 $1.83M - $2.15M
24.7K $2.32M
CSCO
Cisco Systems, Inc.

Technology
15.3K
+ 15.62%
$67.46 - $78.0 $1.03M - $1.19M
113K $8.78M
XLK
Technology Sector Spdr

ETFs
6.97K
+ 97.82%
$278.39 - $304.13 $1.94M - $2.12M
14.1K $4.06M
BMY
Bristol Myers Squibb CO

Healthcare
42.7K
+ 214.16%
$42.6 - $49.08 $1.82M - $2.09M
62.6K $2.93M
MCY
Mercury General Corp

Financial Services
21.8K
+ 579.71%
$76.23 - $88.09 $1.66M - $1.92M
25.5K $2.25M
IEF
Ishares Barclays

ETFs
19.8K
+ 12.82%
$96.12 - $97.72 $1.9M - $1.93M
174K $16.8M
CAT
Caterpillar Inc

Industrials
1.55K
+ 11.07%
$480.82 - $585.49 $743K - $905K
15.5K $8.56M
TMO
Thermo Fisher Scientific Inc.

Healthcare
2.35K
+ 34.08%
$524.58 - $588.02 $1.23M - $1.38M
9.24K $5.24M
MLI
Mueller Industries Inc

Industrials
13K
+ 18.73%
$96.96 - $109.12 $1.26M - $1.42M
82.3K $8.8M
THFF
First Financial Corp

Financial Services
30.7K
+ 253.48%
$51.56 - $57.3 $1.58M - $1.76M
42.9K $2.43M
XOM
Exxon Mobil Corp

Energy
9.28K
+ 10.66%
$110.64 - $119.78 $1.03M - $1.11M
96.3K $11.3M
NEM
Newmont Corp

Basic Materials
16.4K
+ 67.01%
$78.63 - $98.27 $1.29M - $1.61M
40.8K $3.55M
HSBC
Hsbc Holdings PLC

Financial Services
20.4K
+ 14.54%
$65.67 - $73.49 $1.34M - $1.5M
161K $11.4M
PFE
Pfizer Inc

Healthcare
60.6K
+ 51.47%
$24.23 - $27.37 $1.47M - $1.66M
178K $4.48M
CTSH
Cognizant Technology Solutions Corp

Technology
18.9K
+ 123.29%
$65.47 - $74.66 $1.23M - $1.41M
34.1K $2.48M
ASML
Asml Holding Nv

Technology
1.15K
+ 22.32%
$936.19 - $1075.45 $1.07M - $1.23M
6.28K $6.41M
IBM
International Business Machines Corp

Technology
3.87K
+ 22.33%
$275.97 - $314.98 $1.07M - $1.22M
21.2K $6.3M
SYF
Synchrony Financial

Financial Services
16.9K
+ 21.89%
$68.02 - $75.49 $1.15M - $1.28M
94.1K $6.88M
PEP
Pepsico Inc

Consumer Defensive
8.1K
+ 33.13%
$138.84 - $153.71 $1.12M - $1.24M
32.5K $4.81M
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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