Ritholtz Wealth Management Incresed Positions in Q3 2025

Ritholtz Wealth Management

  • $5.05 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
VTI
Vanguard Total Stock Market Et

ETFs
64.3K
+ 4.91%
$303.93 - $329.86 $19.5M - $21.2M
1.37M $451M
IVV
Ishares Core S&P 500 ETF

ETFs
10.9K
+ 2.05%
$620.67 - $670.08 $6.79M - $7.33M
545K $365M
AAPL
Apple Inc.

Technology
25K
+ 4.67%
$202.38 - $256.87 $5.06M - $6.42M
560K $143M
NVDA
Nvidia Corp

Technology
44.5K
+ 7.39%
$153.3 - $186.58 $6.83M - $8.31M
647K $121M
QQQ
Invesco Qqq Trust, Series 1

ETFs
6.41K
+ 1.68%
$546.99 - $602.2 $3.51M - $3.86M
389K $234M
VFMO
Vanguard Wellington Fd U S Mom

ETFs
30.6K
+ 5.13%
$170.68 - $192.95 $5.23M - $5.91M
628K $120M
DFSV
Dimensional ETF Tr Dimensional

ETFs
239K
+ 7.44%
$29.2 - $32.74 $6.98M - $7.82M
3.45M $110M
STIP
Ishares Barclays 0 5 Year Tips

ETFs
122K
+ 6.01%
$102.4 - $103.88 $12.5M - $12.6M
2.15M $222M
GOOGL
Alphabet Inc.

Communication Services
13.9K
+ 10.02%
$174.36 - $254.72 $2.42M - $3.54M
152K $37.1M
SPY
Spdr S&P 500 ETF Trust

ETFs
3.36K
+ 1.8%
$617.65 - $666.84 $2.07M - $2.24M
190K $127M
FBND
Fidelity Merrimack Str Tr Tota

ETFs
167K
+ 4.62%
$45.26 - $46.63 $7.55M - $7.78M
3.78M $175M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
79.8K
+ 7.45%
$97.75 - $100.75 $7.81M - $8.04M
1.15M $116M
MSFT
Microsoft Corp

Technology
10.1K
+ 5.99%
$491.09 - $535.64 $4.96M - $5.41M
179K $92.6M
DISV
Dimensional ETF Tr Dimensional

ETFs
75.9K
+ 3.73%
$32.78 - $35.79 $2.49M - $2.72M
2.11M $75.2M
TSLA
Tesla, Inc.

Consumer Cyclical
3.42K
+ 6.81%
$293.94 - $444.72 $1.01M - $1.52M
53.7K $23.9M
IEFA
Ishares Tr

ETFs
30.3K
+ 2.46%
$81.7 - $87.53 $2.47M - $2.65M
1.26M $110M
AVGO
Broadcom Inc.

Technology
6.59K
+ 7.68%
$264.74 - $369.57 $1.74M - $2.43M
92.3K $30.5M
BND
Vanguard Bd Index Fd Inc Total

ETFs
74.8K
+ 4.51%
$72.57 - $74.72 $5.43M - $5.59M
1.73M $129M
IMTM
Ishares Msci Intl Momentum Fac

ETFs
68.1K
+ 4.63%
$44.58 - $48.01 $3.03M - $3.27M
1.54M $73.6M
FAST
Fastenal CO

Industrials
102K
+ 212.62%
$42.47 - $50.39 $4.35M - $5.16M
151K $7.38M
ORCL
Oracle Corp

Technology
2.19K
+ 2.93%
$218.96 - $328.33 $480K - $719K
76.9K $21.6M
IDXX
Idexx Laboratories Inc

Healthcare
7.77K
+ 852.3%
$514.61 - $682.78 $4M - $5.31M
8.69K $5.55M
LQD
Ishares Iboxx $ Investment Gra

ETFs
37.6K
+ 12.94%
$107.66 - $112.36 $4.05M - $4.23M
328K $36.6M
C
Citigroup Inc

Financial Services
30.4K
+ 33.62%
$85.57 - $103.49 $2.6M - $3.15M
121K $12.3M
JNJ
Johnson & Johnson

Healthcare
11.5K
+ 15.85%
$155.17 - $185.42 $1.79M - $2.14M
84.4K $15.6M
TPR
Tapestry, Inc.

Consumer Cyclical
28.5K
+ 63.27%
$86.48 - $116.14 $2.46M - $3.31M
73.5K $8.32M
JPM
Jpmorgan Chase & CO

Financial Services
6.37K
+ 7.3%
$282.78 - $316.06 $1.8M - $2.01M
93.6K $29.5M
DFEV
Dimensional ETF Tr Emerging Mk

ETFs
56K
+ 4.49%
$29.97 - $32.38 $1.68M - $1.81M
1.3M $41.6M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
844
+ 1.25%
$224.68 - $282.71 $190K - $239K
68.3K $19.1M
AMZN
Amazon Com Inc

Consumer Cyclical
16.6K
+ 7.33%
$211.65 - $238.24 $3.52M - $3.97M
244K $53.5M
PRI
Primerica, Inc.

Financial Services
12.4K
+ 255.51%
$255.46 - $285.58 $3.16M - $3.54M
17.2K $4.78M
BABA
Alibaba Group Holding LTD

Consumer Cyclical
2.35K
+ 5.1%
$103.83 - $179.9 $244K - $423K
48.4K $8.65M
BKNG
Booking Holdings Inc.

Consumer Cyclical
675
+ 56.68%
$5364.25 - $5815.92 $3.62M - $3.93M
1.87K $10.1M
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
25.7K
+ 33.87%
$117.65 - $120.08 $3.03M - $3.09M
102K $12.2M
NVR
Nvr Inc

Consumer Cyclical
367
+ 225.15%
$7301.0 - $8543.0 $2.68M - $3.14M
530 $4.26M
MCO
Moodys Corp

Financial Services
6.32K
+ 218.96%
$472.69 - $521.32 $2.99M - $3.29M
9.2K $4.38M
SHYG
Ishares 0 5 Year High Yield CO

ETFs
63.4K
+ 62.17%
$42.75 - $43.37 $2.71M - $2.75M
165K $7.16M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
3.72K
+ 37.99%
$567.77 - $614.76 $2.11M - $2.29M
13.5K $8.28M
HD
Home Depot, Inc.

Consumer Cyclical
3.87K
+ 15.64%
$357.4 - $423.42 $1.38M - $1.64M
28.6K $11.6M
SYF
Synchrony Financial

Financial Services
32.8K
+ 73.85%
$67.53 - $76.86 $2.22M - $2.52M
77.2K $5.49M
ORI
Old Republic International Corp

Financial Services
3.14K
+ 0.54%
$35.74 - $42.47 $112K - $133K
581K $24.7M
ABBV
Abb Vie Inc.

Healthcare
2.11K
+ 5.08%
$184.85 - $231.54 $391K - $489K
43.7K $10.1M
PINC
Premier, Inc.

Healthcare
49.4K
+ 29.21%
$20.88 - $28.25 $1.03M - $1.4M
219K $6.08M
EXPE
Expedia Group, Inc.

Consumer Cyclical
8.07K
+ 60.13%
$171.01 - $228.24 $1.38M - $1.84M
21.5K $4.59M
USB
Us Bancorp \De\

Financial Services
42.3K
+ 54.19%
$43.94 - $50.41 $1.86M - $2.13M
120K $5.81M
WMT
Walmart Inc.

Consumer Defensive
8.64K
+ 3.93%
$94.4 - $104.27 $816K - $901K
229K $23.6M
META
Meta Platforms, Inc.

Communication Services
2.95K
+ 8.38%
$695.21 - $791.73 $2.05M - $2.33M
38.1K $28M
BPOP
Popular, Inc.

Financial Services
12K
+ 40.79%
$111.3 - $128.04 $1.33M - $1.53M
41.3K $5.24M
PHM
Pultegroup Inc

Consumer Cyclical
2.59K
+ 4.22%
$108.0 - $141.42 $280K - $366K
63.9K $8.44M
Activity Summary
Buys All Purchases 630 New Holdings 141 Increased Positions 489 Sells All Sells 367 Reductions 367 Sold out 0 Options Calls 0 Puts 1
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