HoldingsChannel.com
Ritholtz Wealth Management Top Holdings
As of  09/30/2022, below is a summary of the Ritholtz Wealth Management top holdings by largest position size, as per the latest 13f filing made by Ritholtz Wealth Management. In the Ritholtz Wealth Management-top-holdings-table below, each of the top holdings by name is presented in the first column, followed by the amount of shares held by Ritholtz Wealth Management in that top holding, then the share count change between reporting periods, and finally the Ritholtz Wealth Management top holding position size for that row.

   EntityAmountChange
 06/30/2022 to 09/30/2022
Position Size
($ in 1000's)
ISHARES TR (SHY) 4,563,961 +49,363 $370,639
     SHY4,563,961+49,363$370,639
VANGUARD INDEX FDS (VTI) 687,128 +10,019 $123,319
     VTI687,128+10,019$123,319
VANGUARD BD INDEX FDS (BSV) 951,012 -53,446 $71,155
     BSV951,012-53,446$71,155
APPLE INC 471,836 +122,397 $65,208
     AAPL471,836+122,397$65,208
ISHARES TR (STIP) 589,430 -15,959 $56,650
     STIP589,430-15,959$56,650
ISHARES TR (IEFA) 1,020,312 +84,470 $53,740
     IEFA1,020,312+84,470$53,740
ISHARES TR (IGSB) 946,836 +51,303 $46,660
     IGSB946,836+51,303$46,660
ISHARES TR (SHV) 410,839 -160 $45,192
     SHV410,839-160$45,192
VANGUARD WELLINGTON FD (VFMO) 353,581 +49,827 $37,396
     VFMO353,581+49,827$37,396
ISHARES TR (AGG) 298,518 +182 $28,759
     AGG298,518+182$28,759
MICROSOFT CORP 119,854 +52,983 $27,914
     MSFT119,854+52,983$27,914
ISHARES TR (SUB) 240,167 +19,536 $24,656
     SUB240,167+19,536$24,656
ISHARES INC (IEMG) 499,002 +29,772 $21,447
     IEMG499,002+29,772$21,447
ISHARES TR (IMTM) 788,711 +178,859 $21,185
     IMTM788,711+178,859$21,185
AMAZON COM INC 184,184 +93,496 $20,813
     AMZN184,184+93,496$20,813
VANGUARD TAX MANAGED FDS (VEA) 479,635 +90,580 $17,440
     VEA479,635+90,580$17,440
TESLA INC 53,692 +43,234 $14,242
     TSLA53,692+43,234$14,242
ALPHABET INC 139,356 +135,569 $13,329
     GOOGL139,356+135,569$13,329
BERKSHIRE HATHAWAY INC DEL      $11,301
     BRK.B39,280+18,901$10,488
     BRK.A2UNCH$813
OLD REP INTL CORP 531,758 +725 $11,130
     ORI531,758+725$11,130
JOHNSON & JOHNSON 65,902 +38,747 $10,766
     JNJ65,902+38,747$10,766
SPDR S&P 500 ETF TR (SPY) 28,440 +23,641 $10,158
     SPY28,440+12,141$10,158
UNITEDHEALTH GROUP INC 19,820 +10,159 $10,010
     UNH19,820+10,159$10,010
INVESCO QQQ TR 36,034 +15,273 $9,631
     QQQ36,034+15,273$9,631
BLUE OWL CAPITAL INC 979,727 +979,727 $9,043
     OWL979,727+979,727$9,043
LILLY ELI & CO 26,690 +17,064 $8,630
     LLY26,690+17,064$8,630
ISHARES TR (IVV) 21,739 UNCH $7,797
     IVV21,739UNCH$7,797
OLD DOMINION FREIGHT LINE IN 30,273 +4,556 $7,531
     ODFL30,273+4,556$7,531
ABBVIE INC 51,219 +13,193 $6,874
     ABBV51,219+13,193$6,874
ALPHABET INC 71,143 +68,334 $6,840
     GOOG71,143+68,334$6,840
JPMORGAN CHASE & CO 62,100 +21,262 $6,489
     JPM62,100+21,262$6,489
VISA INC 34,998 +15,397 $6,217
     V34,998+15,397$6,217
EXXON MOBIL CORP 70,504 +22,858 $6,156
     XOM70,504+22,858$6,156
CHEVRON CORP NEW 40,289 +15,104 $5,788
     CVX40,289+15,104$5,788
BOOKING HOLDINGS INC 3,492 +455 $5,738
     BKNG3,492+455$5,738
MCKESSON CORP 16,717 +14,442 $5,682
     MCK16,717+14,442$5,682
PHILIP MORRIS INTL INC 68,341 +48,461 $5,673
     PM68,341+48,461$5,673
VANGUARD MALVERN FDS (VTIP) 115,417 +79,423 $5,553
     VTIP115,417+79,423$5,553
LOCKHEED MARTIN CORP 14,356 +11,255 $5,546
     LMT14,356+11,255$5,546
PEPSICO INC 33,655 +15,996 $5,494
     PEP33,655+15,996$5,494
HEICO CORP NEW      $5,407
     HEI.A47,172+15$5,407
CISCO SYS INC 135,050 +105,752 $5,402
     CSCO135,050+105,752$5,402
PROLOGIS INC. 52,209 +11,139 $5,304
     PLD52,209+11,139$5,304
NVR INC 1,323 +64 $5,275
     NVR1,323+64$5,275
BK OF AMERICA CORP 170,953 +85,558 $5,163
     BAC170,953+85,558$5,163
COPART INC 46,987 +105 $4,999
     CPRT46,987+105$4,999
ISHARES TR (IBDP) 204,704 -2,777 $4,985
     IBDP204,704-2,777$4,985
MOODYS CORP 20,368 +3,696 $4,952
     MCO20,368+3,696$4,952
TRAVELERS COMPANIES INC 32,267 +25,095 $4,943
     TRV32,267+25,095$4,943
HOME DEPOT INC 17,817 +7,655 $4,916
     HD17,817+7,655$4,916

See Full List: All Stocks Held By Ritholtz Wealth Management
— Including:
     • Biggest new positions
     • Biggest exits
     • Biggest increased positions
     • Biggest decreased positions

See Details: Top 10 Stocks Held By Ritholtz Wealth Management

Size ($ in 1000's)
At 09/30/2022: $1,883,218
At 06/30/2022: $1,587,360

Combined Holding Report Includes:
RITHOLTZ WEALTH MANAGEMENT
Betterment LLC

Ritholtz Wealth Management holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Ritholtz Wealth Management 13F filings. Link to 13F filings: SEC filings

Ritholtz Wealth Management Top Holdings 13F Filings | www.HoldingsChannel.com

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