Ritholtz Wealth Management

Filing Details

13F-HR • 2025-03-31
SEC
Report Date
2025-03-31
Filing Date
2025-04-17
Total Holdings
920
Total Value
3290494340
Accession Number
0001085146-25-002136
Form Type
13F-HR
CIK
0001698218
Manager Name
Ritholtz Wealth Management
Data Enrichment
90% identified
829 identified91 unidentified

Holdings

920 positions
Manager:
SEC
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Page 11 of 46
Bank of New York Mellon Corp
BK|064058100
Shares:
29170(+0.8%)
Value:
$2.4B(+10.1%)
COCA COLA FEMSA SAB DE CV
KOF|191241108
Shares:
26698(-4.8%)
Value:
$2.4B(+11.6%)
Public Storage
PSA|74460D109
Shares:
8120(+3.0%)
Value:
$2.4B(+3.0%)
BP PLC
BP|055622104
Shares:
71878(+14.2%)
Value:
$2.4B(+30.5%)
US BANCORP \DE\
USB|902973304
Shares:
57462(+6.0%)
Value:
$2.4B(-6.4%)
922042874
VGK|922042874
Shares:
34554(-1.7%)
Value:
$2.4B(+8.7%)
GoDaddy Inc.
GDDY|380237107
Shares:
13451(+0.3%)
Value:
$2.4B(-8.5%)
464287150
ITOT|464287150
Shares:
19742(-4.1%)
Value:
$2.4B(-9.0%)
Walt Disney Co
DIS|254687106
Shares:
23964(+3.8%)
Value:
$2.4B(-8.0%)
Motorola Solutions, Inc.
MSI|620076307
Shares:
5383(+12.3%)
Value:
$2.4B(+6.3%)
Allison Transmission Holdings Inc
ALSN|01973R101
Shares:
24602(+18.4%)
Value:
$2.4B(+4.8%)
Chubb Ltd
CB|H1467J104
Shares:
7791(+5.8%)
Value:
$2.4B(+15.6%)
INTUITIVE SURGICAL INC
ISRG|46120E602
Shares:
4738(+6.1%)
Value:
$2.3B(+0.7%)
Matson, Inc.
MATX|57686G105
Shares:
18239(+12.7%)
Value:
$2.3B(+7.1%)
TENET HEALTHCARE CORP
THC|88033G407
Shares:
17362(+4.8%)
Value:
$2.3B(+11.7%)
JOYY Inc.
JOYY|46591M109
Shares:
55612(+50.2%)
Value:
$2.3B(+50.7%)
TJX COMPANIES INC /DE/
TJX|872540109
Shares:
19117(+7.0%)
Value:
$2.3B(+7.8%)
ENBRIDGE INC
ENB|29250N105
Shares:
52179(-18.2%)
Value:
$2.3B(-14.6%)
78463X202
78463X202
Shares:
42273(+0.0%)
Value:
$2.3B(+13.0%)
PROGRESSIVE CORP/OH/
PGR|743315103
Shares:
8126(+6.7%)
Value:
$2.3B(+26.0%)