Ritholtz Wealth Management Reduced Holdings in Q4 2025

Ritholtz Wealth Management

  • $5.23 Billion
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
META
Meta Platforms, Inc.

Communication Services
-1.51K
- 3.96%
$609.01 - $751.67 $920K - $1.14M
36.6K $22.3M
SHY
Ishares Barclays 1 3 Year Trea

ETFs
-64.4K
- 64.08%
$82.69 - $83.12 $5.32M - $5.35M
36.1K $2.99M
ORCL
Oracle Corp

Technology
-1.65K
- 2.14%
$217.57 - $313.0 $358K - $515K
75.2K $16.5M
IVV
Ishares Core S&P 500 ETF

ETFs
-9.89K
- 1.82%
$656.2 - $690.71 $6.49M - $6.83M
535K $361M
AMT
American Tower Corp

Real Estate
-13.6K
- 69.55%
$176.64 - $193.32 $2.4M - $2.63M
5.95K $1.07M
GWW
W.W. Grainger, Inc.

Industrials
-2.73K
- 82.74%
$926.21 - $979.0 $2.53M - $2.67M
569 $527K
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
-21.5K
- 21.19%
$119.13 - $120.38 $2.57M - $2.59M
80.1K $9.57M
T
At&T Inc.

Communication Services
-66K
- 23.35%
$24.44 - $27.55 $1.61M - $1.82M
217K $5.52M
VZ
Verizon Communications Inc

Communication Services
-43.7K
- 19.17%
$38.4 - $43.83 $1.68M - $1.92M
184K $7.56M
EQNR
Equinor Asa

Energy
-94.1K
- 31.78%
$22.89 - $25.39 $2.15M - $2.39M
202K $4.91M
APP
App Lovin Corp

Technology
-485
- 4.74%
$552.64 - $704.09 $268K - $341K
9.74K $5.43M
HD
Home Depot, Inc.

Consumer Cyclical
-1.46K
- 5.09%
$358.03 - $397.02 $522K - $578K
27.2K $9.73M
ZTS
Zoetis Inc.

Healthcare
-10.9K
- 55.76%
$118.8 - $147.53 $1.29M - $1.6M
8.62K $1.02M
PSIX
Power Solutions International, Inc.

Industrials
-10.4K
- 35.72%
$57.75 - $96.39 $601K - $1M
18.7K $1.08M
ADP
Automatic Data Processing Inc

Industrials
-2.66K
- 10.43%
$250.9 - $292.94 $668K - $780K
22.9K $5.74M
PAYX
Paychex Inc

Industrials
-12.4K
- 57.12%
$111.08 - $128.59 $1.38M - $1.6M
9.33K $1.05M
EME
Emcor Group, Inc.

Industrials
-1.71K
- 9.06%
$618.96 - $777.0 $1.06M - $1.32M
17.1K $10.6M
INGR
Ingredion Inc

Consumer Defensive
-11.6K
- 71.25%
$106.45 - $121.64 $1.24M - $1.41M
4.69K $505K
ADBE
Adobe Inc.

Technology
-3.4K
- 29.17%
$325.07 - $359.91 $1.11M - $1.22M
8.26K $2.69M
ATGE
Adtalem Global Education Inc.

Consumer Defensive
-3.97K
- 22.1%
$92.22 - $153.98 $366K - $612K
14K $1.35M
FAST
Fastenal CO

Industrials
-1.01K
- 0.67%
$40.45 - $48.17 $40.9K - $48.7K
150K $6.05M
ODFL
Old Dominion Freight Line, Inc.

Industrials
-8.23K
- 32.64%
$132.29 - $144.78 $1.09M - $1.19M
17K $2.25M
CIVB
Civista Bancshares, Inc.

Financial Services
-73.1K
- 34.89%
$19.97 - $22.18 $1.46M - $1.62M
136K $2.96M
BKNG
Booking Holdings Inc.

Consumer Cyclical
-35
- 1.88%
$4804.01 - $5424.55 $168K - $190K
1.83K $8.8M
CXW
Core Civic, Inc.

Real Estate
-57.4K
- 64.04%
$16.75 - $20.55 $962K - $1.18M
32.2K $554K
ACIW
Aci Worldwide, Inc.

Technology
-19.6K
- 35.88%
$46.97 - $53.62 $919K - $1.05M
35K $1.64M
NVO
Novo Nordisk A S

Healthcare
-14.4K
- 19.74%
$45.68 - $59.65 $660K - $862K
58.7K $2.85M
TYL
Tyler Technologies Inc

Technology
-2.08K
- 47.45%
$460.81 - $518.69 $956K - $1.08M
2.3K $1.07M
UNP
Union Pacific Corp

Industrials
-2.93K
- 8.92%
$216.37 - $237.41 $634K - $696K
29.9K $6.61M
FFIV
F5, Inc.

Technology
-2.29K
- 34.41%
$234.0 - $343.17 $536K - $786K
4.37K $1.02M
DORM
Dorman Products, Inc.

Consumer Cyclical
-2.77K
- 8.99%
$129.33 - $158.03 $358K - $438K
28K $3.69M
PSA
Public Storage

Real Estate
-3.52K
- 58.65%
$272.78 - $311.8 $961K - $1.1M
2.49K $681K
SFM
Sprouts Farmers Market, Inc.

Consumer Defensive
-6.25K
- 32.69%
$77.25 - $114.12 $483K - $714K
12.9K $1.05M
TPR
Tapestry, Inc.

Consumer Cyclical
-1.27K
- 1.73%
$98.81 - $117.14 $125K - $149K
72.2K $7.32M
UBER
Uber Technologies, Inc

Technology
-7.09K
- 14.25%
$91.62 - $100.1 $649K - $709K
42.6K $3.91M
MSI
Motorola Solutions, Inc.

Technology
-1.26K
- 21.56%
$379.98 - $462.26 $480K - $584K
4.6K $1.75M
PM
Philip Morris International Inc.

Consumer Defensive
-1.48K
- 2.09%
$144.33 - $160.86 $214K - $238K
69.5K $10.6M
SAP
Sap Se

Technology
-419
- 1.5%
$238.9 - $280.46 $100K - $118K
27.5K $6.57M
EAT
Brinker International, Inc

Consumer Cyclical
-6.1K
- 50.92%
$102.29 - $133.46 $623K - $813K
5.87K $664K
EOG
Eog Resources Inc

Energy
-7.14K
- 31.49%
$105.0 - $111.92 $749K - $799K
15.5K $1.71M
HNI
Hni Corp

Industrials
-14.3K
- 42.02%
$39.04 - $47.13 $559K - $675K
19.8K $774K
LPX
Louisiana Pacific Corp

Industrials
-8.29K
- 57.92%
$75.41 - $93.02 $625K - $771K
6.02K $454K
SPOT
Spotify Technology S.A.

Communication Services
-589
- 8.32%
$616.91 - $707.3 $363K - $417K
6.49K $4.13M
CCSI
Consensus Cloud Solutions, Inc.

Technology
-17.4K
- 28.98%
$22.37 - $29.72 $389K - $517K
42.7K $954K
CTAS
Cintas Corp

Industrials
-1.13K
- 3.77%
$182.04 - $203.64 $205K - $230K
28.8K $5.38M
HPE
Hewlett Packard Enterprise CO

Technology
-24.4K
- 21.46%
$22.5 - $26.25 $550K - $641K
89.4K $2.04M
KFY
Korn Ferry

Industrials
-10.2K
- 57.68%
$64.22 - $71.33 $654K - $726K
7.47K $485K
TMUS
T Mobile Us, Inc.

Communication Services
-1.84K
- 12.28%
$201.01 - $233.26 $369K - $429K
13.1K $2.83M
MCRI
Monarch Casino & Resort Inc

Consumer Cyclical
-3.81K
- 10.45%
$89.05 - $105.64 $339K - $402K
32.6K $3.12M
Activity Summary
Buys All Purchases 681 New Holdings 145 Increased Positions 536 Sells All Sells 400 Reductions 400 Sold out 0 Options Calls 0 Puts 0
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