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 30 of 46
BEAZER HOMES USA INC
BZH|07556Q881
Shares:
25082(+0.0%)
Value:
$511.4M(-25.7%)
KKR & Co. Inc.
KKR|48251W104
Shares:
4402(+53.0%)
Value:
$508.9M(+19.5%)
SS&C Technologies Holdings Inc
SSNC|78467J100
Shares:
6089
Value:
$508.6M
FIRST CITIZENS BANCSHARES INC /DE/
FCNCA|31946M103
Shares:
273(-2.1%)
Value:
$506.4M(-14.1%)
Murphy USA Inc.
MUSA|626755102
Shares:
1076(+10.6%)
Value:
$505.6M(+3.5%)
Trane Technologies plc
TT|G8994E103
Shares:
1493(+15.1%)
Value:
$503.0M(+5.0%)
ClearBridge Energy Midstream Opportunity Fund Inc.
EMO|18469P209
Shares:
10069
Value:
$499.6M
CHIPOTLE MEXICAN GRILL INC
CMG|169656105
Shares:
9934(+20.1%)
Value:
$498.8M(-0.0%)
UNITED PARCEL SERVICE INC
UPS|911312106
Shares:
4531(+95.1%)
Value:
$498.4M(+70.2%)
Concrete Pumping Holdings, Inc.
BBCP|206704108
Shares:
90847
Value:
$496.0M
Kyndryl Holdings, Inc.
KD|50155Q100
Shares:
15792
Value:
$495.9M
NETGEAR, INC.
NTGR|64111Q104
Shares:
20225
Value:
$494.7M
464287309
IVW|464287309
Shares:
5322(+0.0%)
Value:
$494.0M(-8.6%)
BELDEN INC.
BDC|077454106
Shares:
4906(-7.7%)
Value:
$491.8M(-17.9%)
Liberty Global Ltd.
LBTYK|G61188127
Shares:
40645
Value:
$486.5M
INVESTORS TITLE CO
ITIC|461804106
Shares:
2009(-18.5%)
Value:
$484.3M(-17.0%)
ANNALY CAPITAL MANAGEMENT INC
NLY|035710839
Shares:
23721(+13.0%)
Value:
$481.8M(+25.4%)
Robinhood Markets, Inc.
HOOD|770700102
Shares:
11559(+14.9%)
Value:
$481.1M(+28.4%)
Blue Owl Capital Corp
OBDC|69121K104
Shares:
32559(-13.6%)
Value:
$477.3M(-16.3%)
922908595
VBK|922908595
Shares:
1895(+1.5%)
Value:
$477.0M(-8.8%)