Ritholtz Wealth Management Portfolio Holdings
Ritholtz Wealth Management
- $3.37 Billion
- Q4 2024
Ritholtz Wealth Management has filed its 13F form on January 14, 2025 for Q4 2024 where it was disclosed a total value porftolio of $3.37 Billion distributed in 853 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Vanguard Total Stock Market Et with a value of $242M, Invesco Qqq Trust, Series 1 with a value of $215M, Ishares Core S&P 500 ETF with a value of $210M, Ishares Barclays 0 5 Year Tips with a value of $158M, and Apple Inc. with a value of $129M.
Examining the 13F form we can see an increase of $85M in the current position value, from $3.28B to 3.37B.
Below you can find more details about Ritholtz Wealth Management portfolio as well as his latest detailed transactions.
Portfolio value
$3.37 Billion
ETFs: $1.78 Billion
Technology: $444 Million
Financial Services: $278 Million
Consumer Cyclical: $174 Million
Industrials: $155 Million
Healthcare: $146 Million
Communication Services: $124 Million
Consumer Defensive: $120 Million
Other: $140 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
Summary
- Portfolio
- No. of Stocks 853
- Current Value $3.37 Billion
- Prior Value $3.28 Billion
- Filing
- Period Q4 2024
- Filing Date January 14, 2025
- Form Type 13F-HR
- Activity in Q4 2024
- New Purchases 58 stocks
- Additional Purchases 389 stocks
- Sold out of 0 stocks
- Reduced holdings in 380 stocks