Ritholtz Wealth Management Incresed Positions in Q4 2024

Ritholtz Wealth Management

  • $3.37 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
ENB
Enbridge Inc

Energy
6.85K
+ 12.02%
$40.4 - $43.92 $277K - $301K
63.8K $2.71M
BAP
Credicorp LTD

Financial Services
2.04K
+ 29.2%
$180.17 - $198.65 $367K - $405K
9.01K $1.65M
ALSN
Allison Transmission Holdings Inc

Consumer Cyclical
1.37K
+ 7.03%
$97.09 - $120.01 $133K - $164K
20.8K $2.25M
CGAU
Centerra Gold Inc.

Basic Materials
71.8K
+ 285.17%
$5.56 - $7.6 $399K - $546K
97K $552K
TPR
Tapestry, Inc.

Consumer Cyclical
2.79K
+ 28.25%
$43.54 - $66.18 $122K - $185K
12.7K $828K
AIZ
Assurant, Inc.

Financial Services
1.52K
+ 59.98%
$186.6 - $228.68 $283K - $347K
4.05K $863K
AXP
American Express CO

Financial Services
446
+ 5.03%
$267.35 - $305.57 $119K - $136K
9.31K $2.76M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
546
+ 9.79%
$521.84 - $558.82 $285K - $305K
6.12K $3.3M
ATGE
Adtalem Global Education Inc.

Consumer Defensive
329
+ 1.57%
$71.77 - $92.11 $23.6K - $30.3K
21.2K $1.93M
BMO
Bank Of Montreal

Financial Services
2.8K
+ 23.96%
$89.75 - $103.39 $251K - $289K
14.5K $1.4M
KMI
Kinder Morgan, Inc.

Energy
8.01K
+ 35.29%
$22.59 - $28.54 $181K - $229K
30.7K $841K
PSA
Public Storage

Real Estate
2.33K
+ 42.0%
$289.33 - $360.21 $675K - $840K
7.88K $2.36M
IBEX
Ibex LTD

Technology
14.3K
+ 76.85%
$17.96 - $21.49 $256K - $307K
32.9K $706K
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
4.2K
+ 11.39%
$115.08 - $119.55 $484K - $502K
41.1K $4.75M
TRP
Tc Energy Corp

Energy
7.41K
+ 44.8%
$44.03 - $50.23 $326K - $372K
24K $1.11M
VIG
Vanguard Dividend Appreciation

ETFs
1.76K
+ 15.5%
N/A
13.1K $2.39M
CLPR
Clipper Realty Inc.

Real Estate
72K
+ 574.91%
$4.36 - $6.81 $314K - $490K
84.5K $387K
EQH
Equitable Holdings, Inc.

Financial Services
3.84K
+ 15.37%
$41.59 - $50.4 $160K - $194K
28.9K $1.36M
FLXS
Flexsteel Industries Inc

Consumer Cyclical
3.73K
+ 35.79%
$40.72 - $64.48 $152K - $240K
14.1K $768K
ACN
Accenture PLC

Technology
899
+ 17.3%
$343.9 - $376.86 $309K - $339K
6.1K $2.14M
IXUS
Ishares Tr

ETFs
5.16K
+ 85.17%
$65.95 - $72.56 $340K - $374K
11.2K $741K
HLN
Haleon PLC

Healthcare
33.2K
+ 128.05%
$9.23 - $10.71 $307K - $356K
59.2K $566K
ARGX
Argenx Se

Healthcare
414
+ 85.54%
$520.52 - $638.33 $215K - $264K
898 $552K
MET
Metlife Inc

Financial Services
3.56K
+ 137.12%
$78.15 - $88.25 $278K - $314K
6.15K $503K
LPX
Louisiana Pacific Corp

Industrials
2.91K
+ 64.98%
$98.02 - $120.27 $285K - $350K
7.38K $764K
VGT
Vanguard Information Technolog

ETFs
409
+ 48.86%
$571.78 - $647.97 $234K - $265K
1.25K $774K
CBT
Cabot Corp

Basic Materials
3.46K
+ 165.47%
$90.64 - $117.0 $313K - $404K
5.54K $506K
SCSC
Scansource, Inc.

Technology
5.83K
+ 63.49%
$42.41 - $53.11 $247K - $310K
15K $712K
WLFC
Willis Lease Finance Corp

Industrials
681
+ 32.47%
$144.72 - $231.63 $98.6K - $158K
2.78K $576K
CMI
Cummins Inc

Industrials
330
+ 5.54%
$324.93 - $383.42 $107K - $127K
6.28K $2.19M
SONY
Sony Group Corp

Technology
135K
+ 392.36%
$17.53 - $96.8 $2.36M - $13M
169K $3.58M
IDT
Idt Corp

Communication Services
2.92K
+ 23.42%
$37.73 - $53.3 $110K - $156K
15.4K $731K
RY
Royal Bank Of Canada

Financial Services
3.4K
+ 9.3%
$119.72 - $128.02 $407K - $435K
39.9K $4.81M
SNFCA
Security National Financial Corp

Financial Services
15.1K
+ 58.83%
$9.12 - $13.42 $138K - $202K
40.7K $490K
SCHW
Schwab Charles Corp

Financial Services
1.43K
+ 8.85%
$63.31 - $82.85 $90.5K - $118K
17.6K $1.3M
NRIM
Northrim Bancorp Inc

Financial Services
2.98K
+ 93.98%
$64.07 - $88.5 $191K - $264K
6.15K $479K
AYI
Acuity Brands Inc

Industrials
586
+ 12.15%
$292.13 - $333.45 $171K - $195K
5.41K $1.58M
ABT
Abbott Laboratories

Healthcare
2.53K
+ 6.05%
$111.93 - $119.39 $284K - $302K
44.4K $5.03M
DSP
Viant Technology Inc.

Technology
5.79K
+ 34.72%
$10.7 - $21.04 $62K - $122K
22.5K $432K
IHG
Intercontinental Hotels Group PLC

Consumer Cyclical
524
+ 4.16%
$109.13 - $130.93 $57.2K - $68.6K
13.1K $1.64M
IBM
International Business Machines Corp

Technology
1.16K
+ 10.92%
$204.9 - $238.04 $237K - $275K
11.8K $2.58M
FUNC
First United Corp

Financial Services
5.37K
+ 34.87%
$29.63 - $36.17 $159K - $194K
20.8K $700K
MFIN
Medallion Financial Corp

Financial Services
20.7K
+ 56.32%
$7.95 - $10.32 $165K - $214K
57.6K $540K
SPG
Simon Property Group Inc

Real Estate
1.22K
+ 12.35%
$167.23 - $183.84 $204K - $224K
11.1K $1.91M
BK
Bank Of New York Mellon Corp

Financial Services
1.29K
+ 4.67%
$70.82 - $81.87 $91.4K - $106K
28.9K $2.22M
DE
Deere & CO

Industrials
510
+ 17.53%
$389.45 - $466.0 $199K - $238K
3.42K $1.45M
DB
Deutsche Bank Aktiengesellschaft

Financial Services
15.9K
+ 10.86%
$16.2 - $17.97 $258K - $286K
163K $2.77M
IWF
Ishares Russell 1000 Gr ETF

ETFs
399
+ 15.5%
$370.24 - $418.94 $148K - $167K
2.97K $1.19M
AFCG
Afc Gamma, Inc.

Real Estate
40.8K
+ 67.15%
$8.33 - $10.46 $340K - $427K
102K $846K
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
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