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
SXC
Sun Coke Energy, Inc.

Basic Materials
12.1K
+ 25.48%
$8.38 - $12.72 $101K - $154K
59.5K $636K
MATX
Matson, Inc.

Industrials
2.45K
+ 17.82%
$131.18 - $167.37 $321K - $410K
16.2K $2.18M
JLL
Jones Lang Lasalle Inc

Real Estate
1.02K
+ 48.2%
$246.93 - $283.67 $251K - $288K
3.12K $790K
SUB
Ishares Short Term National Mu

ETFs
3.56K
+ 1.6%
$104.94 - $106.2 $373K - $378K
225K $23.8M
FLEX
Flex Ltd.

Technology
4.84K
+ 80.54%
$32.52 - $41.3 $157K - $200K
10.9K $416K
CVX
Chevron Corp

Energy
1.82K
+ 9.27%
$141.15 - $162.53 $256K - $295K
21.4K $3.1M
PWR
Quanta Services, Inc.

Industrials
440
+ 10.56%
$296.05 - $346.6 $130K - $153K
4.61K $1.46M
TJX
Tjx Companies Inc

Consumer Cyclical
1.32K
+ 7.95%
$112.15 - $127.2 $148K - $167K
17.9K $2.16M
MMM
3 M CO

Industrials
2.06K
+ 27.02%
$124.74 - $137.12 $257K - $283K
9.69K $1.25M
EOG
Eog Resources Inc

Energy
1.69K
+ 40.05%
$118.22 - $136.54 $200K - $231K
5.91K $724K
WMB
Williams Companies, Inc.

Energy
2.29K
+ 24.9%
$46.37 - $59.74 $106K - $137K
11.5K $622K
USB
Us Bancorp \De\

Financial Services
1.82K
+ 3.48%
$43.98 - $53.66 $80.2K - $97.8K
54.2K $2.59M
FTNT
Fortinet, Inc.

Technology
1.47K
+ 42.54%
$76.49 - $99.21 $112K - $145K
4.91K $463K
JHG
Janus Henderson Group PLC

Financial Services
2.61K
+ 14.02%
$37.65 - $45.66 $98.2K - $119K
21.2K $902K
LDOS
Leidos Holdings, Inc.

Technology
2.09K
+ 36.42%
$143.17 - $201.39 $300K - $422K
7.84K $1.13M
VCTR
Victory Capital Holdings, Inc.

Financial Services
2.14K
+ 44.4%
$54.76 - $72.24 $117K - $155K
6.96K $455K
ORCC
Owl Rock Capital Corp

Financial Services
13.9K
+ 58.55%
N/A
37.7K $504K
MTB
M&T Bank Corp

Financial Services
787
+ 21.29%
$172.48 - $221.95 $136K - $175K
4.48K $843K
WIT
Wipro LTD

Technology
146K
+ 127.89%
$3.54 - $7.24 $516K - $1.05M
260K $918K
MSI
Motorola Solutions, Inc.

Technology
266
+ 5.87%
$449.08 - $504.6 $119K - $134K
4.8K $2.22M
OPBK
Op Bancorp

Financial Services
3.74K
+ 10.4%
$12.2 - $18.26 $45.6K - $68.3K
39.7K $627K
PRG
Prog Holdings, Inc.

Industrials
6.25K
+ 45.64%
$41.69 - $49.65 $260K - $310K
19.9K $842K
BNS
Bank Of Nova Scotia

Financial Services
3.36K
+ 55.16%
$51.5 - $57.02 $173K - $192K
9.45K $507K
HST
Host Hotels & Resorts, Inc.

Real Estate
10.5K
+ 10.94%
$17.24 - $19.07 $180K - $200K
106K $1.86M
SRTS
Sensus Healthcare, Inc.

Healthcare
20.3K
+ 65.33%
$5.95 - $8.95 $121K - $181K
51.3K $351K
DECK
Deckers Outdoor Corp

Consumer Cyclical
270
+ 10.16%
$152.04 - $211.12 $41.1K - $57K
2.93K $594K
OB
Outbrain Inc.

Communication Services
1.77K
+ 2.64%
$4.27 - $7.6 $7.57K - $13.5K
69K $495K
DAL
Delta Air Lines, Inc.

Industrials
1.64K
+ 23.18%
$47.46 - $65.77 $77.9K - $108K
8.72K $527K
AXON
Axon Enterprise, Inc.

Industrials
114
+ 22.71%
$399.22 - $689.78 $45.5K - $78.6K
616 $366K
COP
Conocophillips

Energy
3.23K
+ 12.37%
$95.12 - $114.72 $307K - $371K
29.4K $2.91M
CM
Canadian Imperial Bank Of Commerce

Financial Services
2.09K
+ 14.57%
$59.58 - $67.31 $124K - $140K
16.4K $1.04M
ISRG
Intuitive Surgical Inc

Healthcare
44
+ 1.0%
$471.27 - $550.62 $20.7K - $24.2K
4.47K $2.33M
CFG
Citizens Financial Group Inc

Financial Services
2.79K
+ 25.09%
$39.92 - $48.46 $111K - $135K
13.9K $608K
BH
Biglari Holdings Inc.

Consumer Cyclical
204
+ 17.0%
$165.36 - $264.55 $33.7K - $54K
1.4K $357K
VIPS
Vipshop Holdings LTD

Consumer Cyclical
29.2K
+ 27.24%
$13.09 - $17.44 $382K - $509K
136K $1.84M
CALM
Cal Maine Foods Inc

Consumer Defensive
668
+ 23.07%
$75.41 - $112.24 $50.4K - $75K
3.56K $366K
CMPO
Compo Secure, Inc.

Industrials
6.1K
+ 14.24%
$13.6 - $16.55 $83K - $101K
49K $750K
TZOO
Travelzoo

Communication Services
19.9K
+ 57.73%
N/A
54.3K $407K
AER
Aer Cap Holdings N.V.

Industrials
1.46K
+ 18.05%
$91.85 - $100.3 $134K - $146K
9.52K $910K
RTX
Raytheon Technologies Corp

Industrials
2.44K
+ 9.51%
$114.45 - $127.21 $279K - $311K
28.1K $3.25M
MFG
Mizuho Financial Group Inc

Financial Services
12.1K
+ 10.37%
$4.05 - $5.26 $48.9K - $63.5K
128K $627K
APH
Amphenol Corp

Technology
1.64K
+ 25.52%
$62.07 - $75.35 $102K - $123K
8.06K $559K
CME
Cme Group Inc.

Financial Services
417
+ 11.53%
$221.17 - $246.02 $92.2K - $103K
4.04K $937K
ORLY
O Reilly Automotive Inc

Consumer Cyclical
48
+ 2.02%
$1146.59 - $1270.6 $55K - $61K
2.42K $2.87M
KKR
Kkr & Co. Inc.

Financial Services
631
+ 28.08%
$129.87 - $162.87 $81.9K - $103K
2.88K $425K
PAYX
Paychex Inc

Industrials
96
+ 0.5%
$135.86 - $148.73 $13K - $14.3K
19.3K $2.71M
FISV
Fiserv Inc

Technology
994
+ 24.17%
N/A
5.11K $639K
JEF
Jefferies Financial Group Inc.

Financial Services
794
+ 21.37%
$61.95 - $81.75 $49.2K - $64.9K
4.51K $353K
ABC
Amerisourcebergen Corp

Healthcare
673
+ 6.37%
N/A
11.2K $2.08M
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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