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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78464A805
78464A805
Shares:
6969(-26.0%)
Value:
$474.0M(-29.5%)
46138G649
46138G649
Shares:
2455(-31.4%)
Value:
$473.9M(-37.1%)
Haleon plc
HLN|405552100
Shares:
46014(-22.3%)
Value:
$473.5M(-16.2%)
Air Products & Chemicals, Inc.
APD|009158106
Shares:
1603(+20.9%)
Value:
$472.9M(+23.0%)
ReposiTrak, Inc.
TRAK|700215304
Shares:
23319(-30.2%)
Value:
$472.7M(-36.1%)
SECURITY NATIONAL FINANCIAL CORP
SNFCA|814785309
Shares:
38975(-4.3%)
Value:
$471.6M(-3.8%)
FIRST UNITED CORP/MD/
FUNC|33741H107
Shares:
15697(-24.5%)
Value:
$471.2M(-32.7%)
WESTINGHOUSE AIR BRAKE TECHNOLOGIES CORP
WAB|929740108
Shares:
2598(+67.1%)
Value:
$471.2M(+59.8%)
TopBuild Corp
BLD|89055F103
Shares:
1544(-0.5%)
Value:
$470.8M(-2.5%)
46435U515
46435U515
Shares:
18550(+0.0%)
Value:
$468.6M(+1.4%)
FS KKR Capital Corp
FSK|302635206
Shares:
22350(-6.8%)
Value:
$468.2M(-10.2%)
Fresenius Medical Care AG
FMS|358029106
Shares:
18704(-4.2%)
Value:
$465.7M(+5.3%)
METHANEX CORP
MEOH|59151K108
Shares:
13145(-16.1%)
Value:
$461.2M(-41.1%)
VIRCO MFG CORPORATION
VIRC|927651109
Shares:
48683(-39.8%)
Value:
$460.5M(-44.4%)
SELECT MEDICAL HOLDINGS CORP
SEM|81619Q105
Shares:
27552
Value:
$460.1M
MSCI Inc.
MSCI|55354G100
Shares:
812(+23.2%)
Value:
$459.3M(+16.1%)
WEST FRASER TIMBER CO., LTD
WFG|952845105
Shares:
5942(-8.4%)
Value:
$457.2M(-18.6%)
WHITE MOUNTAINS INSURANCE GROUP LTD
WTM|G9618E107
Shares:
236(-1.7%)
Value:
$454.5M(-2.6%)
BRADY CORP
BRC|104674106
Shares:
6428(-7.0%)
Value:
$454.0M(-11.0%)
CITIZENS FINANCIAL GROUP INC/RI
CFG|174610105
Shares:
11051(-20.5%)
Value:
$452.8M(-25.6%)