Ritholtz Wealth Management
Filing Details
13F-HR • 2025-03-31
Filing Details
13F-HR • 2025-03-31- 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% identified829 identified91 unidentified
Holdings
920 positions
Manager:
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Page 8 of 46
03073E105
Shares:
12212(+8.7%)
Value:
$3.4B(+34.5%)
464289859
Shares:
42722(-2.6%)
Value:
$3.3B(-2.8%)
78464A383
Shares:
143353
Value:
$3.2B
922020805
Shares:
62918(-8.3%)
Value:
$3.1B(-5.5%)
Instrument | Shares | Other Manager | Value | ||
---|---|---|---|---|---|
364.3K | All Managers (Combined) | $3.4M | |||
(cusip03073E105)✕ | 12.2K | All Managers (Combined) | $3.4M | ||
50.8K | All Managers (Combined) | $3.3M | |||
13.4K | All Managers (Combined) | $3.3M | |||
Conocophillips(COPcusip20825C104) | 31.7K | All Managers (Combined) | $3.3M | ||
38.2K | All Managers (Combined) | $3.3M | |||
7.4K | All Managers (Combined) | $3.3M | |||
Barclays Plc(BCScusip06738E204) | 214.4K | All Managers (Combined) | $3.3M | ||
21.5K | All Managers (Combined) | $3.3M | |||
(cusip464289859)✕ | 42.7K | All Managers (Combined) | $3.3M | ||
18.3K | All Managers (Combined) | $3.2M | |||
Comcast Corp(CMCSAcusip20030N101) | 86.4K | All Managers (Combined) | $3.2M | ||
Caterpillar Inc(CATcusip149123101) | 9.6K | QoQ +0.04% (-4) | All Managers (Combined) | $3.2M | |
(cusip78464A383)✕ | 143.4K | QoQ NEW(+143.4K) YoY NEW(+143.4K) | All Managers (Combined) | $3.2M | QoQ NEW(+$3.2M) YoY NEW(+$3.2M) |
Qualcomm Inc/De(QCOMcusip747525103) | 20.5K | All Managers (Combined) | $3.2M | ||
(cusip922020805)✕ | 62.9K | All Managers (Combined) | $3.1M | ||
9.1K | QoQ +5.99% (+514)YoY +3.79% (+332) | All Managers (Combined) | $3.1M | ||
9.0K | All Managers (Combined) | $3.1M | |||
11.3K | QoQ +5.45% (+586)YoY +8.97% (+932) | All Managers (Combined) | $3.1M | ||
Suncor Energy Inc(SUcusip867224107) | 78.7K | All Managers (Combined) | $3.0M |