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

About Ritholtz Wealth Management

Investment Activity

Ritholtz Wealth Management has $3.35 billion in total holdings as of March 31, 2025.
Ritholtz Wealth Management owns shares of 920 different stocks, but just 160 companies or ETFs make up 80% of its holdings.
Approximately 11.71% of the portfolio was purchased this quarter.
About 11.31% of the portfolio was sold this quarter.
This quarter, Ritholtz Wealth Management has purchased 852 new stocks and bought additional shares in 416 stocks.
Ritholtz Wealth Management sold shares of 335 stocks and completely divested from 58 stocks this quarter.

Largest Holdings

Vanguard Total Stock Market ETF: $292,587,240
iShares Core S&P 500 ETF: $199,629,560
iShares 0-5 Year TIPS Bond ETF: $183,912,825
Apple: $115,741,190
Vanguard Total Bond Market ETF: $103,849,626

Largest New Holdings this Quarter

78464A508 - SPDR Portfolio S&P 500 Value ETF: $4,580,877 Holding
78464A383 - SPDR Portfolio Mortgage Backed Bond ETF: $3,160,934 Holding
464288638 - iShares 5-10 Year Investment Grade Corporate Bond ETF: $2,835,030 Holding
46434V381 - iShares Exponential Technologies ETF: $2,543,519 Holding
09290D101 - BLACKROCK INC: $2,107,407 Holding

Largest Purchases this Quarter

Vanguard Total Stock Market ETF: 229,658 shares (about $63.12M)
iShares 0-5 Year TIPS Bond ETF: 205,304 shares (about $21.24M)
Vanguard Total Bond Market ETF: 262,804 shares (about $19.30M)
Fidelity Total Bond ETF: 343,156 shares (about $15.67M)
iShares MSCI Intl Momentum Factor ETF: 291,685 shares (about $11.65M)

Largest Sales this Quarter

Invesco QQQ: 361,489 shares (about $169.51M)
SPDR S&P 500 ETF Trust: 149,398 shares (about $83.57M)
iShares Core MSCI EAFE ETF: 414,800 shares (about $31.38M)
Vanguard FTSE Developed Markets ETF: 156,151 shares (about $7.94M)
iShares 0-5 Year High Yield Corporate Bond ETF: 115,194 shares (about $4.90M)

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	$292,587,240	$63,119,204 ▲	27.5%	1,064,573	8.7%	ETF
IVV iShares Core S&P 500 ETF	$199,629,560	$816,441 ▼	-0.4%	355,276	6.0%	ETF
STIP iShares 0-5 Year TIPS Bond ETF	$183,912,825	$21,242,801 ▲	13.1%	1,777,451	5.5%	ETF
AAPL Apple	$115,741,190	$1,610,663 ▲	1.4%	521,052	3.5%	Computer and Technology
BND Vanguard Total Bond Market ETF	$103,849,626	$19,302,953 ▲	22.8%	1,413,882	3.1%	ETF
FBND Fidelity Total Bond ETF	$100,346,096	$15,665,072 ▲	18.5%	2,198,162	3.0%	ETF
AGG iShares Core U.S. Aggregate Bond ETF	$99,251,946	$8,471,308 ▲	9.3%	1,003,356	3.0%	Finance
VFMO Vanguard U.S. Momentum Factor ETF	$72,801,568	$5,845,086 ▲	8.7%	479,873	2.2%	ETF
DFSV Dimensional US Small Cap Value ETF	$69,022,193	$9,651,678 ▲	16.3%	2,451,943	2.1%	ETF
IEFA iShares Core MSCI EAFE ETF	$60,792,533	$31,379,602 ▼	-34.0%	803,603	1.8%	ETF
MSFT Microsoft	$58,088,707	$1,006,798 ▲	1.8%	154,742	1.7%	Computer and Technology
NVDA NVIDIA	$57,225,653	$2,602,906 ▲	4.8%	529,142	1.7%	Computer and Technology
DISV Dimensional International Small Cap Value ETF	$47,969,989	$6,576,374 ▲	15.9%	1,647,321	1.4%	ETF
IMTM iShares MSCI Intl Momentum Factor ETF	$47,890,374	$11,649,898 ▲	32.1%	1,199,058	1.4%	ETF
IGSB iShares 1-5 Year Investment Grade Corporate Bond ETF	$42,942,021	$9,805,022 ▲	29.6%	819,974	1.3%	Manufacturing
AMZN Amazon.com	$39,628,661	$1,878,436 ▲	5.0%	208,287	1.2%	Retail/Wholesale
LQD iShares iBoxx $ Investment Grade Corporate Bond ETF	$28,968,817	$1,250,804 ▲	4.5%	266,527	0.9%	Finance
QQQ Invesco QQQ	$27,949,790	$169,508,290 ▼	-85.8%	59,605	0.8%	Finance
DFEV Dimensional Emerging Markets Value ETF	$27,277,610	$250,754 ▼	-0.9%	1,008,414	0.8%	ETF
IEMG iShares Core MSCI Emerging Markets ETF	$27,031,696	$141,347 ▲	0.5%	500,865	0.8%	ETF
SUB iShares Short-Term National Muni Bond ETF	$26,302,045	$2,512,228 ▲	10.6%	249,072	0.8%	ETF
ORI Old Republic International	$22,980,403	$122,994 ▼	-0.5%	585,936	0.7%	Finance
BRK.B Berkshire Hathaway	$22,858,014	$1,053,453 ▲	4.8%	42,919	0.7%	Finance
V Visa	$21,481,345	$1,036,305 ▲	5.1%	61,295	0.6%	Business Services
SPY SPDR S&P 500 ETF Trust	$21,283,907	$83,572,675 ▼	-79.7%	38,048	0.6%	Finance
GOOGL Alphabet	$20,075,303	$312,990 ▼	-1.5%	129,820	0.6%	Computer and Technology
JPM JPMorgan Chase & Co.	$19,361,680	$437,613 ▲	2.3%	78,931	0.6%	Finance
COST Costco Wholesale	$19,125,190	$404,786 ▲	2.2%	20,222	0.6%	Retail/Wholesale
META Meta Platforms	$18,653,814	$566,560 ▲	3.1%	32,365	0.6%	Computer and Technology
WMT Walmart	$17,751,944	$186,905 ▼	-1.0%	202,209	0.5%	Retail/Wholesale
LLY Eli Lilly and Company	$17,404,877	$102,411 ▼	-0.6%	21,074	0.5%	Medical
GOOG Alphabet	$17,382,632	$100,456 ▲	0.6%	111,263	0.5%	Computer and Technology
IEF iShares 7-10 Year Treasury Bond ETF	$13,797,347	$1,643,509 ▲	13.5%	144,672	0.4%	ETF
AVGO Broadcom	$13,712,108	$84,719 ▼	-0.6%	81,898	0.4%	Computer and Technology
PG Procter & Gamble	$13,172,175	$174,852 ▼	-1.3%	77,292	0.4%	Consumer Staples
JNJ Johnson & Johnson	$12,404,640	$2,801,198 ▲	29.2%	74,799	0.4%	Medical
GILD Gilead Sciences	$11,478,354	$1,592,448 ▲	16.1%	102,440	0.3%	Medical
TSM Taiwan Semiconductor Manufacturing	$11,038,598	$526,715 ▼	-4.6%	66,498	0.3%	Computer and Technology
MA Mastercard	$10,626,362	$758,047 ▲	7.7%	19,387	0.3%	Business Services
NVS Novartis	$10,179,268	$129,652 ▼	-1.3%	91,310	0.3%	Medical
ORCL Oracle	$10,049,737	$67,948 ▲	0.7%	71,881	0.3%	Computer and Technology
TSLA Tesla	$10,025,899	$37,837 ▼	-0.4%	38,686	0.3%	Auto/Tires/Trucks
MO Altria Group	$9,909,878	$485,921 ▲	5.2%	165,110	0.3%	Consumer Staples
XOM Exxon Mobil	$9,793,961	$1,485,191 ▲	17.9%	82,351	0.3%	Energy
PM Philip Morris International	$9,759,873	$1,206,829 ▲	14.1%	61,487	0.3%	Consumer Staples
UNH UnitedHealth Group	$9,640,314	$928,102 ▲	10.7%	18,406	0.3%	Medical
SHY iShares 1-3 Year Treasury Bond ETF	$9,542,624	$1,752,960 ▲	22.5%	115,347	0.3%	Manufacturing
TRV Travelers Companies	$9,516,604	$251,237 ▲	2.7%	35,985	0.3%	Finance
FICO Fair Isaac	$9,078,800	$623,326 ▼	-6.4%	4,923	0.3%	Computer and Technology
VEA Vanguard FTSE Developed Markets ETF	$8,950,050	$7,937,160 ▼	-47.0%	176,078	0.3%	ETF
MCK McKesson	$8,883,387	$110,369 ▲	1.3%	13,200	0.3%	Medical
BRK.A Berkshire Hathaway	$8,782,858	$7,185,975 ▲	450.0%	11	0.3%	Finance
UNP Union Pacific	$8,569,383	$1,249,948 ▲	17.1%	36,274	0.3%	Transportation
VUG Vanguard Growth ETF	$8,548,778	$2,436,257 ▲	39.9%	23,054	0.3%	ETF
HIG The Hartford Financial Services Group	$8,367,961	$220,857 ▲	2.7%	67,631	0.2%	Finance
ABBV AbbVie	$8,325,320	$300,244 ▲	3.7%	39,735	0.2%	Medical
HD Home Depot	$8,321,246	$370,159 ▲	4.7%	22,705	0.2%	Retail/Wholesale
EME EMCOR Group	$7,990,870	$170,766 ▼	-2.1%	21,619	0.2%	Construction
HSBC HSBC	$7,913,679	$190,151 ▼	-2.3%	137,797	0.2%	Finance
BAC Bank of America	$7,637,366	$103,782 ▲	1.4%	183,019	0.2%	Finance
SAP SAP	$7,542,367	$18,791 ▲	0.2%	28,097	0.2%	Computer and Technology
VZ Verizon Communications	$7,528,465	$376,398 ▼	-4.8%	165,971	0.2%	Computer and Technology
RELX Relx	$7,257,145	$215,352 ▼	-2.9%	143,962	0.2%	Computer and Technology
NVO Novo Nordisk A/S	$7,243,243	$1,146,945 ▼	-13.7%	104,309	0.2%	Medical
ADP Automatic Data Processing	$7,060,362	$1,119,136 ▲	18.8%	23,109	0.2%	Business Services
NFLX Netflix	$6,854,797	$1,240,223 ▲	22.1%	7,351	0.2%	Consumer Discretionary
BTI British American Tobacco	$6,641,014	$566,936 ▼	-7.9%	160,527	0.2%	Consumer Staples
MDT Medtronic	$6,594,320	$1,698,273 ▲	34.7%	73,384	0.2%	Medical
BBVA Banco Bilbao Vizcaya Argentaria	$6,512,734	$163,086 ▲	2.6%	478,174	0.2%	Finance
ABT Abbott Laboratories	$6,411,264	$518,000 ▲	8.8%	48,332	0.2%	Medical
ADBE Adobe	$6,351,611	$67,501 ▲	1.1%	16,561	0.2%	Computer and Technology
IDCC InterDigital	$6,283,729	$592,543 ▲	10.4%	30,393	0.2%	Computer and Technology
CELESTICA INC	$6,273,197	$579,332 ▼	-8.5%	79,599	0.2%	COM
CTAS Cintas	$5,990,667	$280,141 ▲	4.9%	29,147	0.2%	Business Services
BABA Alibaba Group	$5,898,099	$273,847 ▲	4.9%	44,605	0.2%	Retail/Wholesale
MFC Manulife Financial	$5,862,774	$381,307 ▼	-6.1%	188,211	0.2%	Finance
KO Coca-Cola	$5,807,680	$580,625 ▲	11.1%	81,090	0.2%	Consumer Staples
CL Colgate-Palmolive	$5,774,821	$666,581 ▼	-10.3%	61,631	0.2%	Consumer Staples
SHEL Shell	$5,695,755	$102,665 ▼	-1.8%	77,726	0.2%	Energy
PLD Prologis	$5,629,345	$691,651 ▲	14.0%	50,356	0.2%	Finance
VWO Vanguard FTSE Emerging Markets ETF	$5,577,905	$1,172,192 ▲	26.6%	123,241	0.2%	ETF
UBS UBS Group	$5,552,918	$781,464 ▼	-12.3%	181,290	0.2%	Finance
AZN AstraZeneca	$5,547,128	$521,924 ▲	10.4%	75,471	0.2%	Medical
T AT&T	$5,501,505	$661,554 ▲	13.7%	194,537	0.2%	Computer and Technology
SHV iShares Short Treasury Bond ETF	$5,424,489	$38,661 ▲	0.7%	49,108	0.2%	ETF
IEI iShares 3-7 Year Treasury Bond ETF	$5,326,929	$472,893 ▲	9.7%	45,092	0.2%	ETF
HON Honeywell International	$5,253,961	$228,691 ▼	-4.2%	24,812	0.2%	Multi-Sector Conglomerates
MLI Mueller Industries	$5,208,492	$4,416 ▲	0.1%	68,407	0.2%	Industrials
WFC Wells Fargo & Company	$5,046,721	$302,166 ▲	6.4%	70,298	0.2%	Finance
AMT American Tower	$5,041,157	$1,697,721 ▲	50.8%	23,167	0.2%	Finance
C Citigroup	$5,029,731	$55,656 ▲	1.1%	70,851	0.2%	Finance
SONY Sony Group	$4,921,236	$626,294 ▲	14.6%	193,826	0.1%	Consumer Staples
RTX RTX	$4,919,133	$1,196,635 ▲	32.1%	37,137	0.1%	Aerospace
PHM PulteGroup	$4,858,642	$2,728,726 ▼	-36.0%	47,263	0.1%	Construction
ACIW ACI Worldwide	$4,847,908	$1,904,674 ▲	64.7%	88,611	0.1%	Computer and Technology
EQNR Equinor ASA	$4,812,169	$638,105 ▲	15.3%	181,935	0.1%	Energy
BKNG Booking	$4,811,011	$115,206 ▼	-2.3%	1,044	0.1%	Retail/Wholesale
CVX Chevron	$4,755,619	$1,173,890 ▲	32.8%	28,427	0.1%	Energy
CSCO Cisco Systems	$4,754,869	$1,136,017 ▲	31.4%	77,052	0.1%	Computer and Technology
WM Waste Management	$4,735,992	$394,029 ▲	9.1%	20,457	0.1%	Business Services

Showing largest 100 holdings. View all holdings.

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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

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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