Ritholtz Wealth Management Sells in Q4 2025

Ritholtz Wealth Management

  • $5.23 Billion
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
EFV
Msci Eafe Value ETF

ETFs
-1.01K
- 3.77%
$66.73 - $70.99 $67.7K - $72K
25.9K $1.82M
PKX
Posco Holdings Inc.

Basic Materials
-550
- 11.89%
$45.13 - $57.47 $24.8K - $31.6K
4.08K $221K
AIZ
Assurant, Inc.

Financial Services
-123
- 6.12%
$207.7 - $228.59 $25.5K - $28.1K
1.89K $431K
SELF
Global Self Storage, Inc.

Real Estate
-1.01K
- 7.17%
$4.86 - $5.12 $4.9K - $5.16K
13.1K $66K
STLD
Steel Dynamics Inc

Basic Materials
-32
- 0.66%
N/A
4.85K $475K
NANR
Spdr Index Shs Fds S&P North A

ETFs
-82
- 2.4%
$61.67 - $65.65 $5.06K - $5.38K
3.34K $217K
STRL
Sterling Construction CO Inc

Industrials
-7
- 1.05%
$326.6 - $411.07 $2.29K - $2.88K
662 $224K
FVD
First Tr Value Line Divid Inde

ETFs
-37
- 0.75%
$45.0 - $46.25 $1.67K - $1.71K
4.87K $223K
VIG
Vanguard Dividend Appreciation

ETFs
-8
- 0.06%
N/A
13.4K $2.44M
IBDS
Ishares Tr Ibonds Dec 2027 Ter

ETFs
-42
- 0.34%
$24.24 - $24.37 $1.02K - $1.02K
12.4K $301K
MMMB
Mama Mancini'S Holdings, Inc.

Consumer Defensive
-592
- 2.82%
N/A
20.4K $78K
NTR
Nutrien Ltd.

Basic Materials
-94
- 1.45%
$53.64 - $61.11 $5.04K - $5.74K
6.38K $378K
TGT
Target Corp

Consumer Defensive
-29
- 0.68%
$85.53 - $97.77 $2.48K - $2.84K
4.26K $383K
UGP
Ultrapar Holdings Inc

Energy
-3.14K
- 1.74%
$3.74 - $4.36 $11.7K - $13.7K
177K $738K
Sb Finl Group Inc
-10.1K
- 51.75%
N/A
9.38K $0
VUSB
Vanguard Bd Index Fds
-201
- 4.27%
N/A
4.5K $0
Zymeworks Inc
-384
- 1.55%
N/A
24.3K $0
Thomson Reuters Corp
-597
- 13.38%
N/A
3.87K $0
Perion Network LTD
-51
- 0.47%
N/A
10.9K $0
ESCA
Escalade Inc

Consumer Cyclical
-283
- 1.77%
$11.41 - $12.91 $3.23K - $3.65K
15.7K $200K
Canadian Pacific Kansas City
-187
- 2.81%
N/A
6.47K $0
CECE
Ceco Environmental Corp

Industrials
-444
- 3.32%
N/A
12.9K $0
Celestica Inc
-3.53K
- 7.67%
N/A
42.5K $0
CRH.L
Crh PLC

Basic Materials
-91
- 0.22%
N/A
41.6K $0
Cineverse Corp
-16.7K
- 23.27%
N/A
55.2K $0
Linde PLC
-844
- 13.47%
N/A
5.42K $0
Labcorp Holdings Inc
-661
- 30.02%
N/A
1.54K $0
Coreweave Inc
-500
- 2.69%
N/A
18.1K $0
Bunge Global Sa
-105
- 2.77%
N/A
3.68K $0
Flutter Entmt PLC
-139
- 7.35%
N/A
1.75K $0
Npk International Inc
-375
- 3.59%
N/A
10.1K $0
Onity Group Inc
-3.76K
- 38.14%
N/A
6.1K $0
Annaly Capital Management In
-4.34K
- 23.25%
N/A
14.3K $0
Arm Holdings PLC
-100
- 4.1%
N/A
2.34K $0
Bk Technologies Corporation
-6.52K
- 17.16%
N/A
31.5K $0
BWEN
Broadwind, Inc.

Industrials
-2.4K
- 15.74%
$2.0 - $2.63 $4.8K - $6.32K
12.9K $32K
Core Natural Resources Inc
-103
- 1.33%
N/A
7.67K $0
Rb Global Inc
-531
- 2.34%
N/A
22.2K $0
Pro Dex Inc Colo
-7.51K
- 51.4%
N/A
7.1K $0
Priority Technology Hldgs In
-14.8K
- 25.06%
N/A
44.2K $0
Phinia Inc
-6.47K
- 23.76%
N/A
20.8K $0
First Svgs Finl Group Inc
-5.53K
- 27.17%
N/A
14.8K $0
Paramount Skydance Corp
-1K
- 5.35%
N/A
17.7K $0
SUSA
Ishares Tr Msci Usa Esg Select

ETFs
-42
- 1.01%
$132.94 - $139.8 $5.58K - $5.87K
4.1K $562K
GPOR
Gulfport Energy Corp

Energy
-175
- 13.54%
$175.92 - $211.88 $30.8K - $37.1K
1.12K $235K
XT
Ishares Tr Exponential Technol

ETFs
-472
- 2.24%
$71.46 - $75.47 $33.7K - $35.6K
20.6K $1.52M
IOT
Samsara Inc.

Technology
-116
- 0.98%
$36.42 - $40.49 $4.22K - $4.7K
11.7K $443K
DOLE
Dole PLC

Consumer Defensive
-325
- 2.32%
$12.68 - $13.95 $4.12K - $4.53K
13.7K $191K
NRIM
Northrim Bancorp Inc

Financial Services
-651
- 4.12%
$20.12 - $23.5 $13.1K - $15.3K
15.1K $348K
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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