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
$91.9B
$2.31 Million 0.07% of portfolio
52,179
Q1 2025 Reduced 18.23%
$141B
$2.27 Million 0.07% of portfolio
22,088
Q1 2025 Added 1.76%
$31.2B
$2.26 Million 0.07% of portfolio
10,111
Q1 2025 Added 299.8%
$4.81B
$2.14 Million 0.07% of portfolio
21,298
Q1 2025 Added 0.24%
$156B
$2.28 Million 0.07% of portfolio
2,868
Q1 2025 Added 12.34%
$8.54B
$2.35 Million 0.07% of portfolio
24,602
Q1 2025 Added 18.37%
$3.83B
$2.34 Million 0.07% of portfolio
18,239
Q1 2025 Added 12.66%
$0
$2.33 Million 0.07% of portfolio
42,273
Q4 2024 Reduced 0.32%
$155B
$2.37 Million 0.07% of portfolio
23,964
Q1 2025 Added 3.84%
$89.9B
$2.46 Million 0.07% of portfolio
3,614
Q1 2025 Reduced 4.77%
$22B
$2.16 Million 0.07% of portfolio
23,679
Q1 2025 Reduced 14.32%
$136B
$2.16 Million 0.07% of portfolio
4,606
Q1 2025 Added 34.72%
$0
$2.38 Million 0.07% of portfolio
13,088
Q1 2025 Reduced 0.2%
$171B
$2.35 Million 0.07% of portfolio
4,738
Q1 2025 Added 6.11%
$22.3B
$2.28 Million 0.07% of portfolio
22,794
Q1 2025 Added 9.2%
$38.4B
$2.26 Million 0.07% of portfolio
12,212
Q1 2025 Added 8.72%
$70.3B
$2.36 Million 0.07% of portfolio
5,383
Q1 2025 Added 12.26%
$119B
$2.35 Million 0.07% of portfolio
7,791
Q1 2025 Added 5.78%
$86.8B
$2.43 Million 0.07% of portfolio
71,878
Q1 2025 Added 14.19%
$24.6B
$2.15 Million 0.07% of portfolio
77,753
Q1 2025 Reduced 20.19%
$61.7B
$2.45 Million 0.07% of portfolio
29,170
Q1 2025 Added 0.82%
$105B
$2.25 Million 0.07% of portfolio
36,904
Q1 2025 Reduced 6.31%
$0
$2.45 Million 0.07% of portfolio
34,554
Q1 2025 Reduced 1.73%
$162B
$2.14 Million 0.07% of portfolio
35,971
Q1 2025 Reduced 20.12%
$56.8B
$2.43 Million 0.07% of portfolio
57,462
Q1 2025 Added 5.99%
$0
$2.41 Million 0.07% of portfolio
19,742
Q1 2025 Reduced 4.08%
$130B
$2.25 Million 0.07% of portfolio
31,784
Q1 2025 Added 2.64%
$2.87B
$2.33 Million 0.07% of portfolio
55,612
Q1 2025 Added 50.2%
$148B
$2.33 Million 0.07% of portfolio
19,117
Q1 2025 Added 6.97%
$7.29B
$2.24 Million 0.07% of portfolio
90,220
Q1 2025 Reduced 1.6%
$21.6B
$2.2 Million 0.07% of portfolio
41,557
Q1 2025 Added 28.12%
$20.3B
$2.44 Million 0.07% of portfolio
26,698
Q1 2025 Reduced 4.77%
$0
$1.98 Million 0.06% of portfolio
8,930
Q1 2025 Added 1.04%
$62.5B
$1.94 Million 0.06% of portfolio
10,844
Q1 2025 Added 2.59%
$128B
$2.11 Million 0.06% of portfolio
37,976
Q1 2025 Reduced 10.77%
$0
$2.11 Million 0.06% of portfolio
19,017
Q1 2025 Reduced 2.74%
$24.7B
$1.97 Million 0.06% of portfolio
8,956
Q1 2025 New
$0
$1.91 Million 0.06% of portfolio
14,107
Q2 2024 Reduced 4.79%
$46.7B
$1.82 Million 0.06% of portfolio
23,465
Q1 2025 Added 7.19%
$427M
$1.94 Million 0.06% of portfolio
79,682
Q1 2025 Added 142.5%
$107B
$1.83 Million 0.06% of portfolio
6,744
Q1 2025 Added 3.75%
$7.92B
$2.03 Million 0.06% of portfolio
129,600
Q1 2025 Reduced 4.96%
$131B
$2.08 Million 0.06% of portfolio
5,598
Q1 2025 Added 5.19%
$74.8B
$1.83 Million 0.06% of portfolio
21,094
Q1 2025 Added 6.13%
$6.44B
$1.9 Million 0.06% of portfolio
15,296
Q1 2025 New
$6.15B
$1.85 Million 0.06% of portfolio
22,098
Q1 2025 Added 15.74%
$44.9B
$2.01 Million 0.06% of portfolio
19,331
Q1 2025 New
$1.01B
$1.89 Million 0.06% of portfolio
40,852
Q1 2025 Added 84.89%
$18.2B
$2.12 Million 0.06% of portfolio
6,398
Q1 2025 Reduced 1.61%

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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