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
Search and click to pin securities to the top
Page 3 of 46
Tesla, Inc.
TSLA|88160R101
Shares:
38686(-0.4%)
Value:
$10.0B(-36.1%)
ALTRIA GROUP, INC.
MO|02209S103
Shares:
165110(+5.2%)
Value:
$9.9B(+20.7%)
EXXON MOBIL CORP
XOM|30231G102
Shares:
82351(+17.9%)
Value:
$9.8B(+30.3%)
Philip Morris International Inc.
PM|718172109
Shares:
61487(+14.1%)
Value:
$9.8B(+50.5%)
UNITEDHEALTH GROUP INC
UNH|91324P102
Shares:
18406(+10.7%)
Value:
$9.6B(+14.6%)
464287457
464287457
Shares:
115347(+22.5%)
Value:
$9.5B(+23.6%)
TRAVELERS COMPANIES, INC.
TRV|89417E109
Shares:
35985(+2.7%)
Value:
$9.5B(+12.8%)
FAIR ISAAC CORP
FICO|303250104
Shares:
4923(-6.4%)
Value:
$9.1B(-13.3%)
921943858
VEA|921943858
Shares:
176078(-47.0%)
Value:
$9.0B(-43.7%)
MCKESSON CORP
MCK|58155Q103
Shares:
13200(+1.3%)
Value:
$8.9B(+19.6%)
BERKSHIRE HATHAWAY INC
BRK-A|084670108
Shares:
11(+450.0%)
Value:
$8.8B(+544.9%)
UNION PACIFIC CORP
UNP|907818108
Shares:
36274(+17.1%)
Value:
$8.6B(+21.3%)
922908736
VUG|922908736
Shares:
23054(+39.9%)
Value:
$8.5B(+26.4%)
HARTFORD INSURANCE GROUP, INC.
HIG|416515104
Shares:
67631(+2.7%)
Value:
$8.4B(+16.2%)
AbbVie Inc.
ABBV|00287Y109
Shares:
39735(+3.7%)
Value:
$8.3B(+22.3%)
HOME DEPOT, INC.
HD|437076102
Shares:
22705(+4.7%)
Value:
$8.3B(-1.4%)
EMCOR Group, Inc.
EME|29084Q100
Shares:
21619(-2.1%)
Value:
$8.0B(-20.3%)
HSBC HOLDINGS PLC
HSBC|404280406
Shares:
137797(-2.3%)
Value:
$7.9B(+13.4%)
BANK OF AMERICA CORP /DE/
BAC|060505104
Shares:
183019(+1.4%)
Value:
$7.6B(-3.7%)
SAP SE
SAP|803054204
Shares:
28097(+0.2%)
Value:
$7.5B(+9.3%)