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
Priority Technology Hldgs In
12.3K
+ 99.13%
N/A
24.8K $0
CRDA
Crawford & CO Class A

ETFs
17.2K
+ 81.43%
N/A
38.4K $0
Annaly Capital Management In
5.65K
+ 36.83%
N/A
21K $0
Brookfield Asset Managmt LTD
8.18K
+ 166.92%
N/A
13.1K $0
Brookfield Corp
3.68K
+ 9.73%
N/A
41.5K $0
Bunge Global Sa
489
+ 17.12%
N/A
3.35K $0
Phinia Inc
9.44K
+ 50.75%
N/A
28K $0
Natwest Group PLC
73.9K
+ 56.62%
N/A
205K $0
Acres Commercial Realty Corp
142
+ 0.55%
N/A
25.9K $0
WDS
Woodside Energy Group LTD

Energy
5.14K
+ 10.72%
$14.38 - $18.32 $73.9K - $94.1K
53.1K $825K
LYB
Lyondell Basell Industries N.V.

Basic Materials
1.13K
+ 28.19%
$72.97 - $96.75 $82.3K - $109K
5.13K $381K
EXP
Eagle Materials Inc

Basic Materials
476
+ 16.24%
$246.48 - $315.29 $117K - $150K
3.41K $840K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
259
+ 1.32%
$113.92 - $127.38 $29.5K - $33K
19.8K $2.28M
VBR
Vanguard Small Cap Value ETF

ETFs
23
+ 0.52%
$197.36 - $217.3 $4.54K - $5K
4.42K $874K
A
Agilent Technologies, Inc.

Healthcare
177
+ 8.12%
$125.69 - $146.56 $22.2K - $25.9K
2.36K $316K
TGT
Target Corp

Consumer Defensive
565
+ 13.99%
$121.59 - $160.69 $68.7K - $90.8K
4.61K $622K
VDC
Vanguard Consumer Staples ETF

ETFs
1
+ 0.08%
$210.96 - $223.62 $211 - $224
1.22K $257K
PG
Procter & Gamble CO

Consumer Defensive
2.42K
+ 3.19%
$161.05 - $179.7 $390K - $435K
78.3K $13.1M
XLU
Utilities Sector Spdr

ETFs
26
+ 0.93%
$74.89 - $82.93 $1.95K - $2.16K
2.83K $214K
CNXN
Pc Connection Inc

Technology
137
+ 3.53%
$63.65 - $75.45 $8.72K - $10.3K
4.01K $278K
DPZ
Dominos Pizza Inc

Consumer Cyclical
20
+ 0.9%
$408.59 - $476.19 $8.17K - $9.52K
2.24K $938K
OC
Owens Corning

Industrials
466
+ 2.92%
$169.41 - $210.81 $78.9K - $98.2K
16.4K $2.79M
PGR
Progressive Corp

Financial Services
349
+ 4.8%
$239.6 - $268.88 $83.6K - $93.8K
7.62K $1.83M
CB
Chubb LTD

Financial Services
236
+ 3.31%
$271.57 - $301.89 $64.1K - $71.2K
7.37K $2.03M
SCHE
Schwab Strategic Tr Us Emergin

ETFs
79
+ 0.86%
$26.63 - $30.23 $2.1K - $2.39K
9.26K $246K
NTAP
Net App, Inc.

Technology
207
+ 3.34%
$115.31 - $131.11 $23.9K - $27.1K
6.41K $743K
STRW
Strawberry Fields Reit, Inc.
580
+ 4.36%
$9.83 - $12.81 $5.7K - $7.43K
13.9K $145K
DLS
Wisdomtree Tr Intl Small Cap D

ETFs
1.67K
+ 7.81%
$62.71 - $68.47 $105K - $115K
23.1K $1.45M
CNC
Centene Corp

Healthcare
589
+ 14.02%
$56.71 - $73.94 $33.4K - $43.6K
4.79K $290K
VOE
Vanguard Mid Cap Value Index F

ETFs
24
+ 0.42%
$160.89 - $176.18 $3.86K - $4.23K
5.74K $928K
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
20
+ 0.46%
$60.13 - $67.31 $1.2K - $1.35K
4.39K $266K
EQR
Equity Residential

Real Estate
33
+ 0.26%
$69.12 - $77.48 $2.28K - $2.56K
12.9K $928K
RIO
Rio Tinto PLC

Basic Materials
12.6K
+ 20.07%
$58.59 - $71.15 $736K - $893K
75.1K $4.42M
DUK
Duke Energy Corp

Utilities
174
+ 2.47%
$105.76 - $120.76 $18.4K - $21K
7.21K $776K
WM
Waste Management Inc

Industrials
348
+ 1.89%
$201.79 - $228.46 $70.2K - $79.5K
18.8K $3.78M
CSL
Carlisle Companies Inc

Industrials
149
+ 12.91%
$368.67 - $480.91 $54.9K - $71.7K
1.3K $480K
FNDF
Schwab Fundamental Intl Large

ETFs
83
+ 0.82%
$32.92 - $37.15 $2.73K - $3.08K
10.2K $340K
SPGI
S&P Global Inc.

Financial Services
193
+ 2.58%
$480.36 - $529.17 $92.7K - $102K
7.69K $3.83M
ATHM
Autohome Inc.

Communication Services
778
+ 8.09%
$25.95 - $34.44 $20.2K - $26.8K
10.4K $269K
IOT
Samsara Inc.

Technology
159
+ 1.32%
$42.67 - $56.35 $6.78K - $8.96K
12.2K $533K
XLV
Select Sector Spdr Fund Health

ETFs
1
+ 0.03%
$136.28 - $154.74 $136 - $155
2.97K $408K
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
MKC
Mccormick & CO Inc

Consumer Defensive
303
+ 1.56%
$73.97 - $84.09 $22.4K - $25.5K
19.8K $1.51M
MEC
Mayville Engineering Company, Inc.

Industrials
1.95K
+ 8.33%
$15.66 - $21.81 $30.5K - $42.4K
25.3K $397K
GIB
Cgi Inc

Technology
85
+ 0.41%
$107.0 - $116.25 $9.1K - $9.88K
20.9K $2.28M
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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