Ritholtz Wealth Management Reduced Holdings in Q4 2024

Ritholtz Wealth Management

  • $3.37 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
CEIX
Consol Energy Inc.

Energy
-1.69K
- 7.77%
$101.36 - $133.33 $172K - $226K
20.1K $2.14M
ASGN
Asgn Inc

Technology
-735
- 9.52%
$83.2 - $100.79 $61.2K - $74.1K
6.98K $581K
RS
Reliance Steel & Aluminum CO

Basic Materials
-174
- 3.84%
$264.2 - $326.32 $46K - $56.8K
4.36K $1.17M
GFI
Gold Fields LTD

Basic Materials
-5.02K
- 16.3%
$13.16 - $18.91 $66K - $94.8K
25.7K $339K
CBOE
Cboe Global Markets, Inc.

Financial Services
-408
- 6.85%
$191.61 - $217.84 $78.2K - $88.9K
5.54K $1.08M
ACU
Acme United Corp

Consumer Defensive
-2.22K
- 19.75%
$36.41 - $45.17 $81K - $100K
9.03K $337K
VV
Vanguard Large Cap ETF

ETFs
-930
- 4.98%
$260.27 - $280.65 $242K - $261K
17.7K $4.79M
LSEA
Landsea Homes Corp

Real Estate
-3.71K
- 15.83%
$8.49 - $12.63 $31.5K - $46.9K
19.7K $167K
AOA
Ishares Tr Core Aggressive All

ETFs
-255
- 0.58%
$76.61 - $79.88 $19.5K - $20.4K
43.9K $3.36M
MELI
Mercadolibre Inc

Consumer Cyclical
-29
- 14.43%
$1666.0 - $2117.3 $48.3K - $61.4K
172 $292K
SO
Southern CO

Utilities
-143
- 1.05%
$81.5 - $94.15 $11.7K - $13.5K
13.5K $1.11M
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
-90
- 0.97%
$209.89 - $233.24 $18.9K - $21K
9.16K $1.95M
ASR
Southeast Airport Group

Industrials
-141
- 4.4%
$255.48 - $282.16 $36K - $39.8K
3.07K $790K
HWKN
Hawkins Inc

Basic Materials
-809
- 21.97%
$106.23 - $137.61 $85.9K - $111K
2.87K $352K
NEU
Newmarket Corp

Basic Materials
-143
- 8.18%
$519.96 - $563.85 $74.4K - $80.6K
1.61K $848K
UVV
Universal Corp

Consumer Defensive
-2.56K
- 17.59%
$49.67 - $57.99 $127K - $149K
12K $658K
THO
Thor Industries Inc

Consumer Cyclical
-174
- 2.57%
$94.35 - $115.54 $16.4K - $20.1K
6.59K $630K
CF
Cf Industries Holdings, Inc.

Basic Materials
-1.21K
- 7.39%
$81.39 - $94.14 $98.2K - $114K
15.1K $1.29M
FF
Future Fuel Corp.

Basic Materials
-8.86K
- 6.4%
$5.0 - $6.29 $44.3K - $55.7K
130K $685K
VOYA
Voya Financial, Inc.

Financial Services
-152
- 1.62%
$65.93 - $83.9 $10K - $12.8K
9.21K $633K
BNL
Broadstone Net Lease, Inc.

Real Estate
-1.5K
- 5.82%
$15.86 - $18.7 $23.8K - $28.1K
24.3K $384K
UBSI
United Bankshares Inc

Financial Services
-2.91K
- 24.24%
$35.53 - $43.29 $103K - $126K
9.08K $340K
SHV
Ishares Tr

ETFs
-681
- 1.38%
$109.92 - $110.57 $74.9K - $75.3K
48.8K $5.37M
UPS
United Parcel Service Inc

Industrials
-535
- 18.73%
$122.65 - $138.35 $65.6K - $74K
2.32K $292K
AMR
Alpha Metallurgical Resources, Inc.

Basic Materials
-111
- 5.49%
$198.56 - $251.73 $22K - $27.9K
1.91K $382K
ANF
Abercrombie & Fitch CO

Consumer Cyclical
-869
- 23.77%
$131.26 - $163.78 $114K - $142K
2.79K $416K
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
-221
- 1.58%
$58.88 - $64.8 $13K - $14.3K
13.8K $812K
PDS
Precision Drilling Corp

Energy
-1.39K
- 8.61%
$55.86 - $66.38 $77.9K - $92.5K
14.8K $903K
GMS
Gms Inc.

Industrials
-318
- 2.75%
$84.83 - $103.84 $27K - $33K
11.2K $952K
CRI
Carters Inc

Consumer Cyclical
-744
- 15.14%
$50.33 - $67.47 $37.4K - $50.2K
4.17K $226K
APT
Alpha Pro Tech LTD

Industrials
-15K
- 43.89%
$4.77 - $6.01 $71.5K - $90.1K
19.2K $102K
F
Ford Motor CO

Consumer Cyclical
-7.65K
- 37.73%
$9.69 - $11.4 $74.1K - $87.2K
12.6K $124K
GOLD
Barrick Gold Corp

Basic Materials
-502
- 2.76%
$15.23 - $21.19 $7.65K - $10.6K
17.7K $273K
E
Eni Spa

Energy
-1.4K
- 8.85%
$26.32 - $31.82 $36.9K - $44.6K
14.4K $394K
MG
Mistras Group, Inc.

Industrials
-2.22K
- 7.96%
$8.4 - $12.31 $18.7K - $27.4K
25.7K $232K
STE
Steris PLC

Healthcare
-5
- 0.22%
$204.34 - $235.7 $1.02K - $1.18K
2.28K $469K
AIG
American International Group, Inc.

Financial Services
-916
- 2.48%
$70.0 - $79.22 $64.1K - $72.6K
36K $2.62M
ECL
Ecolab Inc.

Basic Materials
-237
- 18.34%
$234.32 - $261.43 $55.5K - $62K
1.06K $247K
ASX
Ase Technology Holding Co., Ltd.

Technology
-14.1K
- 7.24%
$9.49 - $10.74 $134K - $151K
180K $1.82M
WFG
West Fraser Timber Co., LTD

Basic Materials
-107
- 1.62%
$84.65 - $101.14 $9.06K - $10.8K
6.49K $561K
SHG
Shinhan Financial Group CO LTD

Financial Services
-2.34K
- 2.96%
N/A
76.5K $2.65M
NOC
Northrop Grumman Corp

Industrials
-2
- 0.15%
$466.52 - $543.88 $933 - $1.09K
1.36K $640K
MT
Arcelor Mittal

Basic Materials
-1.44K
- 9.95%
$22.93 - $26.51 $33.1K - $38.2K
13.1K $301K
MGM
Mgm Resorts International

Consumer Cyclical
-801
- 7.08%
$33.44 - $41.99 $26.8K - $33.6K
10.5K $364K
CX
Cemex Sab De Cv

Basic Materials
-1.7K
- 1.16%
$5.17 - $6.16 $8.77K - $10.5K
145K $816K
CVE
Cenovus Energy Inc.

Energy
-3.17K
- 18.98%
$14.35 - $18.36 $45.4K - $58.1K
13.5K $204K
TSQ
Townsquare Media, Inc.

Communication Services
-5.58K
- 26.69%
$9.09 - $10.56 $50.7K - $58.9K
15.3K $139K
IT
Gartner Inc

Technology
-39
- 1.64%
$481.22 - $551.8 $18.8K - $21.5K
2.33K $1.13M
RSP
Invesco S&P 500 Equal Weight E

ETFs
-320
- 10.12%
$174.22 - $187.62 $55.8K - $60K
2.84K $498K
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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