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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OLD REPUBLIC INTERNATIONAL CORP
ORI|680223104
Shares:
585936(-0.5%)
Value:
$23.0B(+7.8%)
BERKSHIRE HATHAWAY INC
BRK-B|084670702
Shares:
42919(+4.8%)
Value:
$22.9B(+23.2%)
VISA INC.
V|92826C839
Shares:
61295(+5.1%)
Value:
$21.5B(+16.5%)
SPDR S&P 500 ETF TRUST
SPY|78462F103
Shares:
38048(-79.7%)
Value:
$21.3B(-80.6%)
Alphabet Inc.
GOOGL|02079K305
Shares:
129820(-1.5%)
Value:
$20.1B(-19.6%)
JPMORGAN CHASE & CO
JPM|46625H100
Shares:
78931(+2.3%)
Value:
$19.4B(+4.7%)
COSTCO WHOLESALE CORP /NEW
COST|22160K105
Shares:
20222(+2.2%)
Value:
$19.1B(+5.4%)
Meta Platforms, Inc.
META|30303M102
Shares:
32365(+3.1%)
Value:
$18.7B(+1.5%)
Walmart Inc.
WMT|931142103
Shares:
202209(-1.0%)
Value:
$17.8B(-3.8%)
ELI LILLY & Co
LLY|532457108
Shares:
21074(-0.6%)
Value:
$17.4B(+6.3%)
Alphabet Inc.
GOOG|02079K107
Shares:
111263(+0.6%)
Value:
$17.4B(-17.5%)
464287440
IEF|464287440
Shares:
144672(+13.5%)
Value:
$13.8B(+17.1%)
Broadcom Inc.
AVGO|11135F101
Shares:
81898(-0.6%)
Value:
$13.7B(-28.2%)
PROCTER & GAMBLE Co
PG|742718109
Shares:
77292(-1.3%)
Value:
$13.2B(+0.3%)
JOHNSON & JOHNSON
JNJ|478160104
Shares:
74799(+29.2%)
Value:
$12.4B(+48.1%)
GILEAD SCIENCES, INC.
GILD|375558103
Shares:
102440(+16.1%)
Value:
$11.5B(+40.8%)
TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD
TSM|874039100
Shares:
66498(-4.5%)
Value:
$11.0B(-19.8%)
Mastercard Inc
MA|57636Q104
Shares:
19387(+7.7%)
Value:
$10.6B(+12.1%)
NOVARTIS AG
NVS|66987V109
Shares:
91310(-1.3%)
Value:
$10.2B(+13.1%)
ORACLE CORP
ORCL|68389X105
Shares:
71881(+0.7%)
Value:
$10.0B(-15.5%)