Ritholtz Wealth Management New Holdings in Q4 2024

Ritholtz Wealth Management

  • $3.37 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
CHTR
Charter Communications, Inc.

Communication Services
3.31K
New
$315.38 - $408.02 $1.04M - $1.35M
3.31K $1.13M
CBRE
Cbre Group, Inc.

Real Estate
7.68K
New
$119.22 - $140.71 $915K - $1.08M
7.68K $1.01M
HNI
Hni Corp

Industrials
17.4K
New
$49.28 - $57.49 $857K - $1M
17.4K $875K
KHC
Kraft Heinz CO

Consumer Defensive
27.4K
New
$30.1 - $36.02 $824K - $986K
27.4K $840K
PLTR
Palantir Technologies Inc.

Technology
10.7K
New
$36.46 - $82.38 $389K - $880K
10.7K $807K
NMRK
Newmark Group, Inc.

Real Estate
62.8K
New
$12.79 - $15.98 $804K - $1M
62.8K $804K
SLGN
Silgan Holdings Inc

Consumer Cyclical
11.9K
New
$50.6 - $57.53 $602K - $685K
11.9K $619K
EE
Excelerate Energy, Inc.

Utilities
19.2K
New
$22.25 - $32.15 $427K - $617K
19.2K $580K
ELMD
Electromed, Inc.

Healthcare
16.5K
New
$20.9 - $31.06 $345K - $513K
16.5K $487K
ELS
Equity Lifestyle Properties Inc

Real Estate
7.27K
New
$66.06 - $72.51 $480K - $527K
7.27K $484K
DORM
Dorman Products, Inc.

Consumer Cyclical
3.59K
New
$108.64 - $142.83 $390K - $513K
3.59K $465K
DBEF
Xtrackers Msci Eafe Hedged Equ

ETFs
10.1K
New
$40.97 - $42.66 $415K - $432K
10.1K $419K
CELH
Celsius Holdings, Inc.

Consumer Defensive
14.8K
New
$25.66 - $34.91 $379K - $516K
14.8K $389K
AXR
Amrep Corp.

Real Estate
12.2K
New
$27.9 - $38.5 $341K - $471K
12.2K $384K
LAUR
Laureate Education, Inc.

Consumer Defensive
20.8K
New
$15.29 - $19.71 $318K - $410K
20.8K $380K
HOOD
Robinhood Markets, Inc.

Technology
10.1K
New
$22.33 - $43.2 $225K - $434K
10.1K $374K
COIN
Coinbase Global, Inc.

Technology
1.49K
New
$163.17 - $343.62 $243K - $511K
1.49K $369K
TG
Tredegar Corp

Industrials
46.4K
New
$6.92 - $9.14 $321K - $424K
46.4K $356K
FHN
First Horizon Corp

Financial Services
17.5K
New
$14.91 - $21.42 $261K - $375K
17.5K $352K
TWLO
Twilio Inc

Communication Services
3.19K
New
$63.73 - $114.96 $203K - $366K
3.19K $344K
LYV
Live Nation Entertainment, Inc.

Communication Services
2.4K
New
$109.06 - $140.54 $261K - $337K
2.4K $310K
ENR
Energizer Holdings, Inc.

Industrials
8.77K
New
$31.03 - $39.39 $272K - $346K
8.77K $306K
WAB
Westinghouse Air Brake Technologies Corp

Industrials
1.56K
New
$180.39 - $205.43 $281K - $319K
1.56K $294K
WELL
Welltower Inc.

Real Estate
2.07K
New
$123.11 - $139.3 $255K - $289K
2.07K $261K
MCRI
Monarch Casino & Resort Inc

Consumer Cyclical
3.22K
New
$73.63 - $87.56 $237K - $282K
3.22K $254K
DDWM
Wisdomtree Tr Currency Hedged

ETFs
7.32K
New
$34.04 - $35.66 $249K - $261K
7.32K $251K
FDX
Fedex Corp

Industrials
886
New
$260.5 - $305.15 $231K - $270K
886 $249K
TFC
Truist Financial Corp

Financial Services
5.63K
New
$41.51 - $48.1 $234K - $271K
5.63K $244K
DON
Wisdomtree Tr U.S. Midcap Divi

ETFs
4.79K
New
$50.53 - $55.55 $242K - $266K
4.79K $244K
FFIV
F5, Inc.

Technology
974
New
$213.56 - $263.36 $208K - $257K
974 $244K
CIEN
Ciena Corp

Technology
2.89K
New
$61.45 - $91.14 $177K - $263K
2.89K $244K
MTZ
Mastec Inc

Industrials
1.77K
New
$119.94 - $147.94 $212K - $261K
1.77K $240K
CZWI
Citizens Community Bancorp Inc.

Financial Services
14.7K
New
$13.8 - $16.96 $203K - $250K
14.7K $239K
APO
Apollo Global Management, Inc.

Financial Services
1.39K
New
$131.36 - $178.61 $182K - $248K
1.39K $228K
SMMD
Ishares Tr Russell 2500 ETF

ETFs
3.32K
New
$66.67 - $74.08 $222K - $246K
3.32K $225K
DOCU
Docusign, Inc.

Technology
2.48K
New
$61.42 - $106.99 $152K - $265K
2.48K $222K
KFY
Korn Ferry

Industrials
3.29K
New
$66.56 - $79.4 $219K - $261K
3.29K $221K
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
6.23K
New
$33.92 - $36.6 $211K - $228K
6.23K $215K
CFFI
C & F Financial Corp

Financial Services
3.07K
New
$58.28 - $79.4 $179K - $243K
3.07K $211K
PNR
Pentair PLC

Industrials
2.09K
New
$95.0 - $109.21 $199K - $229K
2.09K $210K
REG
Regency Centers Corp

Real Estate
2.8K
New
$69.77 - $75.91 $195K - $212K
2.8K $206K
JNPR
Juniper Networks Inc

Technology
5.52K
New
$35.08 - $39.26 $194K - $217K
5.52K $206K
DTM
Dt Midstream, Inc.

Energy
2.02K
New
$78.85 - $108.56 $160K - $220K
2.02K $201K
DKS
Dick'S Sporting Goods, Inc.

Consumer Cyclical
876
New
$193.7 - $235.05 $170K - $206K
876 $200K
CHK
Chesapeake Energy Corp

Energy
2.3K
New
$81.46 - $87.57 $187K - $201K
2.3K $197K
MD
Mednax, Inc.

Healthcare
13.9K
New
$11.83 - $16.08 $164K - $223K
13.9K $182K
PPIH
Perma Pipe International Holdings, Inc.

Industrials
11.6K
New
$12.75 - $17.14 $148K - $199K
11.6K $175K
RELL
Richardson Electronics, Ltd.

Technology
12.3K
New
$12.06 - $14.81 $148K - $182K
12.3K $172K
NOK
Nokia Corp

Technology
36.6K
New
$4.13 - $4.95 $151K - $181K
36.6K $162K
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
Track This Portfolio

Track Ritholtz Wealth Management Portfolio

Follow Ritholtz Wealth Management and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Ritholtz Wealth Management, based on Form 13F filings with the SEC.

News

Stay updated on Ritholtz Wealth Management with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email