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CIK: 0001698218
Total reported value
$6.7B
$6.7B
787 檔
11.9%
According to the latest 13F quarterly dataset, Ritholtz Wealth Management managed an equity portfolio of $6.7B at the end of Q1 2024, spanning 787 distinct U.S. exchange-listed positions.
During Q1 2024, Ritholtz Wealth Management's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
Showing top 200 holdings (of 787 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 7.31% | +0.57% | -0.33% | |
| 2 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 6.18% | +0.67% | +3.19% | |
| 3 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 6.15% | -0.65% | +1.05% | |
| 4 | STIP | Ishares 0-5 Year Tips Bond E | ETF-Other | 4.72% | -0.48% | +9.29% | |
| 5 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 3.15% | +1.47% | +2.82% | |
| 6 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 2.80% | -0.13% | +1.69% | |
| 7 | FBND | Fidelity Total Bond ETF | ETF-Other | 2.65% | -0.41% | -3.49% | |
| 8 | AAPL | Apple Inc | Stock-Tech | 2.65% | +0.05% | +1.84% | |
| 9 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 2.63% | -0.25% | +134.43% | |
| 10 | BND | Vanguard Total Bond Market | ETF-Other | 2.57% | -0.27% | +5135.16% | |
| 11 | VFMO | Vanguard US Momentum Factor | ETF-Other | 2.20% | +0.33% | +0.13% | |
| 12 | MSFT | Microsoft CORP | Stock-Tech | 2.04% | -0.16% | +8.98% | |
| 13 | DFSV | Dimensional US Small Cap Val | ETF-Small Cap | 2.01% | +0.01% | +2.83% | |
| 14 | DISV | Dimensional International Sm | ETF-Other | 1.21% | -0.13% | +4.85% | |
| 15 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.18% | -0.08% | +5.15% | |
| 16 | IMTM | Ishares Msci Intl Momentum F | ETF-Other | 1.14% | +0.01% | +0.72% | |
| 17 | NVDA | Nvidia CORP | Stock-Tech | 1.09% | +0.06% | -1.75% | |
| 18 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-Other | 0.88% | -0.08% | -47.99% | |
| 19 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-Corp Bonds | 0.85% | -0.06% | — | |
| 20 | DFEV | Dimensional Emrg Mrkt Val | ETF-Other | 0.83% | +0.05% | +3.60% | |
| 21 | SUB | Ishares Short-term National | ETF-Other | 0.80% | -0.08% | -2.53% | |
| 22 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 0.80% | +0.03% | -0.03% | |
| 23 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.71% | +0.06% | -2.55% | |
| 24 | ORI | Old Republic Intl CORP | Stock-Financials | 0.63% | -0.05% | +2.35% | |
| 25 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.62% | +0.05% | +0.88% | |
| 26 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.61% | -0.04% | -0.41% | |
| 27 | V | Visa Inc-class A Shares | Stock-Financials | 0.58% | +0.01% | +1.42% | |
| 28 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.53% | +0.06% | +2.12% | |
| 29 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.52% | -0.02% | +4.42% | |
| 30 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.50% | -0.01% | +7.71% | |
| 31 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.49% | -0.07% | +1.75% | |
| 32 | NVO | Novo-nordisk A/s-spons Adr | Stock-Healthcare | 0.48% | +0.01% | +28.74% | |
| 33 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.43% | -0.05% | +2.79% | |
| 34 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.42% | -0.01% | +3.91% | |
| 35 | WMT | Walmart Inc | Stock-Consumer Staples | 0.39% | -0.12% | +209.02% | |
| 36 | ORCL | Oracle CORP | Stock-Tech | 0.37% | -0.03% | +0.53% | |
| 37 | IEF | Ishares 7-10 Year Treasury B | ETF-Gov Bonds | 0.36% | -0.03% | — | |
| 38 | AVGO | Broadcom Inc | Stock-Tech | 0.34% | +0.03% | +6.79% | |
| 39 | HD | Home Depot Inc | Stock-Consumer Disc | 0.33% | -0.02% | +3.17% | |
| 40 | ADBE | Adobe Inc | Stock-Tech | 0.32% | -0.01% | -0.48% | |
| 41 | NVS | Novartis Ag-sponsored Adr | Stock-Healthcare | 0.31% | -0.03% | +31.52% | |
| 42 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 0.31% | +0.09% | +14.47% | |
| 43 | BLDR | Builders Firstsource Inc | Stock-Industrials | 0.30% | -0.01% | -0.83% | |
| 44 | MA | Mastercard Inc - A | Stock-Financials | 0.29% | -0.04% | +2.61% | |
| 45 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.27% | +0.07% | -5.66% | |
| 46 | MCK | Mckesson CORP | Stock-Healthcare | 0.27% | -0.05% | -0.24% | |
| 47 | XOM | Exxon Mobil CORP | Stock-Energy | 0.26% | -0.09% | +2.94% | |
| 48 | FICO | Fair Isaac CORP | Stock-Tech | 0.26% | +0.01% | -6.63% | |
| 49 | TRV | Travelers Cos Inc/the | Stock-Financials | 0.26% | — | +0.88% | |
| 50 | EME | Emcor Group Inc | Stock-Industrials | 0.26% | — | -0.74% |
According to official SEC Form 13F filings, Ritholtz Wealth Management reported a total U.S. public equity portfolio value of $6.7B across 787 disclosed positions in Q1 2024.
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In terms of portfolio concentration, the top 5 core holdings (including VTI, QQQ, IVV) accounted for 11.9% of total reported equity market value during Q1 2024.
During Q1 2024, Ritholtz Wealth Management's top holdings by market value included VTI (7.3%)、QQQ (6.2%)、IVV (6.2%). The largest single position, VTI, represented 7.3% of total portfolio value.
In Q1 2024, Ritholtz Wealth Management made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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