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 37 of 46
CarGurus, Inc.
CARG|141788109
Shares:
11196(-0.1%)
Value:
$326.1M(-20.4%)
AEGON LTD.
AEG|0076CA104
Shares:
49328(+0.0%)
Value:
$325.1M(+11.9%)
Electromed, Inc.
ELMD|285409108
Shares:
13584(-17.7%)
Value:
$324.1M(-33.5%)
Restaurant Brands International Inc.
QSR|76131D103
Shares:
4809(-2.7%)
Value:
$320.4M(-0.5%)
DOCUSIGN, INC.
DOCU|256163106
Shares:
3926(+58.5%)
Value:
$319.6M(+43.4%)
SB FINANCIAL GROUP, INC.
SBFG|78408D105
Shares:
15312(-21.5%)
Value:
$318.8M(-21.9%)
FLOWSERVE CORP
FLS|34354P105
Shares:
6514
Value:
$318.1M
DocGo Inc.
DCGO|256086109
Shares:
119803
Value:
$316.3M
464287465
EFA|464287465
Shares:
3863(+0.5%)
Value:
$315.8M(+8.7%)
Crane NXT, Co.
CXT|224441105
Shares:
6075(-6.9%)
Value:
$312.2M(-17.8%)
MONROE CAPITAL Corp
MRCC|610335101
Shares:
40022(+8.5%)
Value:
$312.2M(-0.4%)
233051200
DBEF|233051200
Shares:
7201(-28.9%)
Value:
$311.8M(-25.7%)
L3HARRIS TECHNOLOGIES, INC. /DE/
LHX|502431109
Shares:
1489(-2.5%)
Value:
$311.7M(-2.9%)
Ituran Location & Control Ltd.
ITRN|M6158M104
Shares:
8605
Value:
$311.2M
46432F339
QUAL|46432F339
Shares:
1816(+11.3%)
Value:
$310.4M(+6.8%)
ALLIANT ENERGY CORP
LNT|018802108
Shares:
4805(+0.0%)
Value:
$309.2M(+8.8%)
464288521
464288521
Shares:
5363(+0.3%)
Value:
$308.9M(+0.9%)
REGENERON PHARMACEUTICALS, INC.
REGN|75886F107
Shares:
486(+7.8%)
Value:
$308.1M(-4.1%)
315948109
315948109
Shares:
4278(+17.7%)
Value:
$307.9M(+3.9%)
ULTRAPAR HOLDINGS INC
UGP|90400P101
Shares:
99615(-59.3%)
Value:
$306.8M(-52.3%)