Ritholtz Wealth Management Top Holdings and 13F Report (2025)

About Ritholtz Wealth Management

Investment Activity

Ritholtz Wealth Management has $3.40 billion in total holdings as of December 31, 2024.
Ritholtz Wealth Management owns shares of 852 different stocks, but just 131 companies or ETFs make up 80% of its holdings.
Approximately 5.60% of the portfolio was purchased this quarter.
About 2.62% of the portfolio was sold this quarter.
This quarter, Ritholtz Wealth Management has purchased 867 new stocks and bought additional shares in 389 stocks.
Ritholtz Wealth Management sold shares of 380 stocks and completely divested from 73 stocks this quarter.

Largest Holdings

Vanguard Total Stock Market ETF: $241,966,722
Invesco QQQ: $215,276,053
iShares Core S&P 500 ETF: $209,999,157
iShares 0-5 Year TIPS Bond ETF: $158,158,026
Apple: $128,665,987

Largest New Holdings this Quarter

Charter Communications: $1,132,855 Holding
CBRE Group: $1,008,176 Holding
HNI: $875,739 Holding
Kraft Heinz: $840,345 Holding
PALANTIR TECHNOLOGIES INC: $807,798 Holding

Largest Purchases this Quarter

iShares 0-5 Year TIPS Bond ETF: 59,199 shares (about $5.96M)
Apple: 22,592 shares (about $5.66M)
iShares Core S&P 500 ETF: 9,098 shares (about $5.36M)
Invesco QQQ: 8,675 shares (about $4.43M)
Fidelity Total Bond ETF: 95,073 shares (about $4.27M)

Largest Sales this Quarter

Vanguard Russell 1000 Growth ETF: 37,459 shares (about $3.87M)
ResMed: 9,923 shares (about $2.27M)
Honda Motor: 57,257 shares (about $1.63M)
ASML: 1,866 shares (about $1.29M)
Vodafone Group Public: 151,897 shares (about $1.29M)

Sector Allocation Over Time

Selling

Neutral

Buying

Latest 13F Holdings and Changes Since Previous Quarterly Filing

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
VTI Vanguard Total Stock Market ETF	$241,966,722	$4,040,241 ▲	1.7%	834,915	7.1%	ETF
QQQ Invesco QQQ	$215,276,053	$4,434,924 ▲	2.1%	421,094	6.3%	Finance
IVV iShares Core S&P 500 ETF	$209,999,157	$5,355,809 ▲	2.6%	356,729	6.2%	ETF
STIP iShares 0-5 Year TIPS Bond ETF	$158,158,026	$5,955,421 ▲	3.9%	1,572,147	4.6%	ETF
AAPL Apple	$128,665,987	$5,657,486 ▲	4.6%	513,801	3.8%	Computer and Technology
SPY SPDR S&P 500 ETF Trust	$109,858,223	$4,186,951 ▲	4.0%	187,446	3.2%	Finance
AGG iShares Core U.S. Aggregate Bond ETF	$88,926,903	$2,975,800 ▲	3.5%	917,718	2.6%	Finance
IEFA iShares Core MSCI EAFE ETF	$85,629,352	$4,220,032 ▲	5.2%	1,218,403	2.5%	ETF
FBND Fidelity Total Bond ETF	$83,234,109	$4,265,925 ▲	5.4%	1,855,006	2.4%	ETF
BND Vanguard Total Bond Market ETF	$82,774,049	$3,225,380 ▲	4.1%	1,151,078	2.4%	ETF
VFMO Vanguard U.S. Momentum Factor ETF	$72,543,873	$1,552,639 ▲	2.2%	441,345	2.1%	ETF
NVDA NVIDIA	$67,454,905	$4,103,996 ▲	6.5%	505,074	2.0%	Computer and Technology
DFSV Dimensional US Small Cap Value ETF	$64,917,375	$2,418,045 ▲	3.9%	2,109,077	1.9%	ETF
MSFT Microsoft	$64,093,495	$2,276,107 ▲	3.7%	152,060	1.9%	Computer and Technology
AMZN Amazon.com	$43,530,123	$2,818,508 ▲	6.9%	198,414	1.3%	Retail/Wholesale
DISV Dimensional International Small Cap Value ETF	$37,768,820	$1,827,325 ▲	5.1%	1,421,484	1.1%	ETF
IMTM iShares MSCI Intl Momentum Factor ETF	$33,935,734	$1,471,353 ▲	4.5%	907,373	1.0%	ETF
IGSB iShares 1-5 Year Investment Grade Corporate Bond ETF	$32,713,072	$2,020,384 ▲	6.6%	632,748	1.0%	Manufacturing
LQD iShares iBoxx $ Investment Grade Corporate Bond ETF	$27,246,241	$585,056 ▲	2.2%	255,019	0.8%	Finance
DFEV Dimensional Emerging Markets Value ETF	$26,673,508	$1,374,558 ▲	5.4%	1,017,684	0.8%	ETF
IEMG iShares Core MSCI Emerging Markets ETF	$26,018,397	$1,583,884 ▲	6.5%	498,246	0.8%	ETF
GOOGL Alphabet	$24,958,143	$1,616,627 ▲	6.9%	131,844	0.7%	Computer and Technology
SUB iShares Short-Term National Muni Bond ETF	$23,762,761	$375,087 ▲	1.6%	225,282	0.7%	ETF
ORI Old Republic International	$21,318,509	$231,073 ▼	-1.1%	589,072	0.6%	Finance
GOOG Alphabet	$21,066,496	$1,110,647 ▲	5.6%	110,620	0.6%	Computer and Technology
AVGO Broadcom	$19,104,532	$256,879 ▲	1.4%	82,404	0.6%	Computer and Technology
BRK.B Berkshire Hathaway	$18,557,596	$759,238 ▲	4.3%	40,941	0.5%	Finance
JPM JPMorgan Chase & Co.	$18,492,911	$958,840 ▲	5.5%	77,147	0.5%	Finance
WMT Walmart	$18,461,921	$974,514 ▲	5.6%	204,338	0.5%	Retail/Wholesale
V Visa	$18,437,246	$242,088 ▲	1.3%	58,338	0.5%	Business Services
META Meta Platforms	$18,374,264	$118,272 ▲	0.6%	31,382	0.5%	Computer and Technology
COST Costco Wholesale	$18,136,759	$841,141 ▲	4.9%	19,794	0.5%	Retail/Wholesale
LLY Eli Lilly and Company	$16,365,094	$6,176 ▼	0.0%	21,198	0.5%	Medical
VEA Vanguard FTSE Developed Markets ETF	$15,887,169	$305,761 ▼	-1.9%	332,229	0.5%	ETF
TSLA Tesla	$15,681,792	$1,418,275 ▲	9.9%	38,832	0.5%	Auto/Tires/Trucks
TSM Taiwan Semiconductor Manufacturing	$13,759,229	$445,534 ▲	3.3%	69,671	0.4%	Computer and Technology
PG Procter & Gamble	$13,130,073	$405,883 ▲	3.2%	78,318	0.4%	Consumer Staples
ORCL Oracle	$11,897,241	$243,461 ▼	-2.0%	71,395	0.3%	Computer and Technology
IEF iShares 7-10 Year Treasury Bond ETF	$11,781,744	$187,119 ▲	1.6%	127,439	0.3%	ETF
FICO Fair Isaac	$10,474,283	$447,959 ▼	-4.1%	5,261	0.3%	Computer and Technology
NVO Novo Nordisk A/S	$10,393,493	$201,374 ▲	2.0%	120,826	0.3%	Medical
EME EMCOR Group	$10,022,627	$168,398 ▲	1.7%	22,081	0.3%	Construction
MA Mastercard	$9,480,158	$347,529 ▲	3.8%	18,004	0.3%	Business Services
NVS Novartis	$8,998,573	$373,671 ▼	-4.0%	92,473	0.3%	Medical
TRV Travelers Companies	$8,439,620	$197,049 ▲	2.4%	35,035	0.2%	Finance
HD Home Depot	$8,439,115	$358,648 ▲	4.4%	21,695	0.2%	Retail/Wholesale
UNH UnitedHealth Group	$8,414,557	$888,805 ▼	-9.6%	16,634	0.2%	Medical
JNJ Johnson & Johnson	$8,374,617	$779,064 ▼	-8.5%	57,908	0.2%	Medical
MO Altria Group	$8,210,271	$370,684 ▲	4.7%	157,014	0.2%	Consumer Staples
GILD Gilead Sciences	$8,149,614	$3,638,082 ▲	80.6%	88,228	0.2%	Medical
PHM PulteGroup	$8,037,635	$1,823,651 ▲	29.3%	73,807	0.2%	Construction
CELESTICA INC	$8,025,485	$743,938 ▼	-8.5%	86,950	0.2%	COM
BAC Bank of America	$7,934,386	$279,390 ▲	3.6%	180,532	0.2%	Finance
SHY iShares 1-3 Year Treasury Bond ETF	$7,719,056	$313,573 ▼	-3.9%	94,158	0.2%	Manufacturing
XOM Exxon Mobil	$7,515,189	$22,267 ▲	0.3%	69,863	0.2%	Oils/Energy
MCK McKesson	$7,429,072	$172,106 ▲	2.4%	13,036	0.2%	Medical
ADBE Adobe	$7,286,185	$362,419 ▼	-4.7%	16,385	0.2%	Computer and Technology
HIG The Hartford Financial Services Group	$7,203,593	$86,864 ▲	1.2%	65,846	0.2%	Finance
UNP Union Pacific	$7,065,308	$1,909,136 ▲	37.0%	30,983	0.2%	Transportation
HSBC HSBC	$6,979,199	$767,124 ▲	12.3%	141,108	0.2%	Finance
VZ Verizon Communications	$6,969,033	$26,713 ▼	-0.4%	174,269	0.2%	Computer and Technology
SAP SAP	$6,900,535	$220,851 ▲	3.3%	28,027	0.2%	Computer and Technology
ABBV AbbVie	$6,806,263	$43,536 ▲	0.6%	38,302	0.2%	Medical
VUG Vanguard Growth ETF	$6,765,576	$164,173 ▼	-2.4%	16,484	0.2%	ETF
RELX Relx	$6,732,793	$35,473 ▲	0.5%	148,234	0.2%	Computer and Technology
PM Philip Morris International	$6,484,979	$2,188,337 ▲	50.9%	53,884	0.2%	Consumer Staples
APPLOVIN CORP	$6,435,150	$1,441,691 ▲	28.9%	19,872	0.2%	COM CL A
SHYG iShares 0-5 Year High Yield Corporate Bond ETF	$6,373,514	$611,112 ▼	-8.7%	149,578	0.2%	ETF
BTI British American Tobacco	$6,328,075	$668,652 ▲	11.8%	174,231	0.2%	Consumer Staples
UBS UBS Group	$6,270,278	$890,409 ▲	16.6%	206,803	0.2%	Finance
CL Colgate-Palmolive	$6,249,601	$647,551 ▲	11.6%	68,745	0.2%	Consumer Staples
MFC Manulife Financial	$6,155,896	$162,579 ▼	-2.6%	200,452	0.2%	Finance
HON Honeywell International	$5,848,732	$82,224 ▲	1.4%	25,892	0.2%	Multi-Sector Conglomerates
ADP Automatic Data Processing	$5,692,344	$161,585 ▲	2.9%	19,446	0.2%	Business Services
MLI Mueller Industries	$5,424,140	$64,757 ▼	-1.2%	68,349	0.2%	Industrial Products
SHV iShares Short Treasury Bond ETF	$5,368,767	$74,985 ▼	-1.4%	48,758	0.2%	ETF
NFLX Netflix	$5,366,595	$178,263 ▲	3.4%	6,021	0.2%	Consumer Discretionary
IDCC InterDigital	$5,332,489	$620,868 ▲	13.2%	27,527	0.2%	Computer and Technology
BKNG Booking	$5,312,449	$576,468 ▲	12.2%	1,069	0.2%	Retail/Wholesale
ASML ASML	$5,138,881	$1,293,210 ▼	-20.1%	7,415	0.2%	Computer and Technology
SLYV SPDR S&P 600 Small CapValue ETF	$5,128,145	$16,403 ▼	-0.3%	58,775	0.2%	ETF
CTAS Cintas	$5,076,148	$52,070 ▲	1.0%	27,784	0.1%	Business Services
ABT Abbott Laboratories	$5,025,138	$286,508 ▲	6.0%	44,427	0.1%	Medical
SHEL Shell	$4,957,319	$319,328 ▼	-6.1%	79,127	0.1%	Oils/Energy
C Citigroup	$4,931,989	$568,959 ▲	13.0%	70,067	0.1%	Finance
RY Royal Bank of Canada	$4,811,364	$409,252 ▲	9.3%	39,925	0.1%	Finance
PNC The PNC Financial Services Group	$4,792,970	$222,938 ▲	4.9%	24,853	0.1%	Finance
VV Vanguard Large-Cap ETF	$4,785,827	$250,821 ▼	-5.0%	17,745	0.1%	ETF
IEI iShares 3-7 Year Treasury Bond ETF	$4,747,858	$485,544 ▲	11.4%	41,089	0.1%	ETF
MRK Merck & Co., Inc.	$4,745,875	$227,410 ▼	-4.6%	47,707	0.1%	Medical
BLDR Builders FirstSource	$4,739,416	$315,161 ▼	-6.2%	33,159	0.1%	Retail/Wholesale
PLD Prologis	$4,668,690	$137,622 ▼	-2.9%	44,169	0.1%	Finance
WFC Wells Fargo & Company	$4,642,100	$558,690 ▲	13.7%	66,089	0.1%	Finance
VEU Vanguard FTSE All-World ex-US ETF	$4,553,188	$175,617 ▲	4.0%	79,310	0.1%	ETF
CRM Salesforce	$4,552,186	$213,634 ▲	4.9%	13,616	0.1%	Computer and Technology
KO Coca-Cola	$4,543,929	$351,707 ▲	8.4%	72,983	0.1%	Consumer Staples
BBVA Banco Bilbao Vizcaya Argentaria	$4,531,467	$60,021 ▼	-1.3%	466,200	0.1%	Finance
GS The Goldman Sachs Group	$4,486,528	$322,389 ▲	7.7%	7,835	0.1%	Finance
AZN AstraZeneca	$4,479,577	$980,698 ▼	-18.0%	68,370	0.1%	Medical
CRH PLC	$4,440,063	$198,272 ▲	4.7%	47,990	0.1%	ORD

Showing largest 100 holdings. View all holdings.

More Institutional Buying and Selling Information

SEC Filings and Trading Data

Get 30 Days of MarketBeat All Access for Free

Start Your 30-Day Trial

In-depth profiles and analysis for 20,000 public companies.
Real-time analyst ratings, insider transactions, earnings data, and more.
Our daily ratings and market update email newsletter.

Sign In
Create Account

Your Email Address:

Your Password:

Forgot your password?

Your Email Address:

Choose a Password:

By creating a free account, you agree to our terms of service. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.

Ritholtz Wealth Management Top Holdings and 13F Report (2025)

About Ritholtz Wealth Management

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools

About MarketBeat

MarketBeat Products

Popular Tools

Financial Calendars

Terms & Info

Ritholtz Wealth Management Top Holdings and 13F Report (2025)

About Ritholtz Wealth Management

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Map of 500 Largest Holdings ofRitholtz Wealth Management

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

MarketBeat All Access Features

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools