Ritholtz Wealth Management Portfolio Holdings

Ritholtz Wealth Management

  • $3.29 Billion
  • Q1 2025

Ritholtz Wealth Management has filed its 13F form on April 16, 2025 for Q1 2025 where it was disclosed a total value porftolio of $3.29 Billion distributed in 921 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 $291M, Ishares Core S&P 500 ETF with a value of $200M, Ishares Barclays 0 5 Year Tips with a value of $184M, Apple Inc. with a value of $116M, and Vanguard Bd Index Fd Inc Total with a value of $104M.

Examining the 13F form we can see an decrease of $72.5M in the current position value, from $3.37B to 3.29B.

Below you can find more details about Ritholtz Wealth Management portfolio as well as his latest detailed transactions.

Portfolio value $3.29 Billion
ETFs: $1.66 Billion
Technology: $407 Million
Financial Services: $311 Million
Healthcare: $171 Million
Consumer Cyclical: $167 Million
Industrials: $159 Million
Consumer Defensive: $129 Million
Communication Services: $126 Million
Other: $160 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$94.8B
$4.74 Million 0.14% of portfolio
20,457
Q1 2025 Added 9.07%
$0
$4.54 Million 0.14% of portfolio
89,698
Q1 2025 New
$0
$4.52 Million 0.14% of portfolio
57,850
Q1 2025 Reduced 1.57%
$174B
$4.45 Million 0.14% of portfolio
8,154
Q1 2025 Added 4.07%
$69.5B
$4.65 Million 0.14% of portfolio
17,564
Q1 2025 Reduced 11.61%
$229B
$4.75 Million 0.14% of portfolio
77,052
Q1 2025 Added 31.39%
$39B
$4.72 Million 0.14% of portfolio
65,247
Q1 2025 Added 13.89%
$229B
$4.22 Million 0.13% of portfolio
13,525
Q1 2025 Added 2.08%
$151B
$4.25 Million 0.13% of portfolio
8,367
Q1 2025 Added 8.87%
$173B
$4.34 Million 0.13% of portfolio
63,321
Q1 2025 Added 6.95%
$0
$4.32 Million 0.13% of portfolio
41,329
Q1 2025 Added 108.56%
$47.8B
$4.12 Million 0.13% of portfolio
172,877
Q1 2025 Added 6.36%
$36.4B
$4.34 Million 0.13% of portfolio
64,015
Q1 2025 Added 1.39%
$254B
$4.16 Million 0.13% of portfolio
6,281
Q1 2025 Reduced 15.29%
$247B
$3.79 Million 0.12% of portfolio
14,134
Q1 2025 Added 3.8%
$61.5B
$3.97 Million 0.12% of portfolio
22,587
Q1 2025 Reduced 9.12%
$18.3B
$3.79 Million 0.12% of portfolio
30,333
Q1 2025 Reduced 8.52%
$148B
$4.08 Million 0.12% of portfolio
13,090
Q1 2025 Added 19.75%
$54.2B
$4.09 Million 0.12% of portfolio
99,515
Q1 2025 Added 0.62%
$35.3B
$3.91 Million 0.12% of portfolio
28,377
Q1 2025 Reduced 0.8%
$0
$4.04 Million 0.12% of portfolio
15,803
Q1 2025 Reduced 10.94%
$0
$3.92 Million 0.12% of portfolio
7,628
Q1 2025 Added 24.62%
$136B
$3.54 Million 0.11% of portfolio
35,059
Q1 2025 Added 7.39%
$94.3B
$3.54 Million 0.11% of portfolio
58,918
Q1 2025 Reduced 21.58%
$0
$3.56 Million 0.11% of portfolio
178,457
Q1 2025 Added 327.44%
$162B
$3.77 Million 0.11% of portfolio
33,423
Q1 2025 Reduced 16.29%
$214B
$3.51 Million 0.11% of portfolio
14,115
Q1 2025 Added 20.1%
$111B
$3.73 Million 0.11% of portfolio
6,788
Q1 2025 Added 18.34%
$326B
$3.49 Million 0.11% of portfolio
13,084
Q1 2025 Added 7.33%
$51B
$3.51 Million 0.11% of portfolio
51,808
Q1 2025 Reduced 3.7%
$185B
$3.47 Million 0.11% of portfolio
29,751
Q1 2025 Added 1.7%
$8.55B
$3.49 Million 0.11% of portfolio
15,473
Q1 2025 Added 3.57%
$69.6B
$3.47 Million 0.11% of portfolio
21,062
Q1 2025 Added 7.12%
$198B
$3.66 Million 0.11% of portfolio
40,807
Q1 2025 Reduced 14.46%
$0
$3.74 Million 0.11% of portfolio
61,279
Q1 2025 Reduced 22.73%
$0
$3.74 Million 0.11% of portfolio
29,304
Q1 2025 Reduced 14.14%
$0
$3.14 Million 0.1% of portfolio
62,918
Q1 2025 Reduced 8.29%
$155B
$3.16 Million 0.1% of portfolio
9,587
Q1 2025 Added 0.04%
$0
$3.27 Million 0.1% of portfolio
42,722
Q1 2025 Reduced 2.63%
$241B
$3.24 Million 0.1% of portfolio
18,340
Q1 2025 Reduced 10.14%
$58.3B
$3.29 Million 0.1% of portfolio
214,396
Q1 2025 Reduced 0.94%
$150B
$3.19 Million 0.1% of portfolio
86,351
Q1 2025 Reduced 8.97%
$113B
$3.32 Million 0.1% of portfolio
31,658
Q1 2025 Added 7.83%
$25.7B
$3.41 Million 0.1% of portfolio
364,342
Q1 2025 Reduced 13.2%
$70.9B
$3.33 Million 0.1% of portfolio
13,439
Q1 2025 Reduced 14.3%
$0
$3.32 Million 0.1% of portfolio
50,761
Q1 2025 Added 189.1%
$153B
$3.15 Million 0.1% of portfolio
20,507
Q1 2025 Added 9.44%
$17.2B
$3.29 Million 0.1% of portfolio
21,542
Q1 2025 Added 1.79%
$52.2B
$3.44 Million 0.1% of portfolio
22,274
Q1 2025 Added 15.46%

Summary

  • Portfolio
  • No. of Stocks 921
  • Current Value $3.29 Billion
  • Prior Value $3.37 Billion
  • Filing
  • Period Q1 2025
  • Filing Date April 16, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 126 stocks
  • Additional Purchases 416 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 335 stocks
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