HoldingsChannel.com
| Entity | Amount | Change
12/31/2023 to 03/31/2024 |
Position Size ($ in 1000's) |
|---|---|---|---|
 VANGUARD INDEX FDS (VTI) |
815,898 | -2,680 | $212,052 |
| VTI | 815,898 | -2,680 | $212,052 |
| INVESCO QQQ TR |
403,731 | +12,475 | $179,261 |
| QQQ | 403,731 | +12,475 | $179,261 |
| ISHARES TR (IVV) |
339,130 | +3,510 | $178,291 |
| IVV | 339,130 | +3,510 | $178,291 |
| ISHARES TR (STIP) |
1,376,049 | +116,986 | $136,821 |
| STIP | 1,376,049 | +116,986 | $136,821 |
| SPDR S&P 500 ETF TR (SPY) |
174,584 | +4,782 | $91,320 |
| SPY | 174,584 | +4,782 | $91,320 |
| ISHARES TR (IEFA) |
1,095,474 | +18,163 | $81,306 |
| IEFA | 1,095,474 | +18,163 | $81,306 |
| FIDELITY MERRIMACK STR TR |
1,697,764 | -61,357 | $76,926 |
| FBND | 1,697,764 | -61,357 | $76,926 |
| APPLE INC |
447,941 | +8,102 | $76,813 |
| AAPL | 447,941 | +8,102 | $76,813 |
| ISHARES TR (AGG) |
777,265 | +445,707 | $76,125 |
| AGG | 777,265 | +445,707 | $76,125 |
| VANGUARD BD INDEX FDS (BND) |
1,027,661 | +1,008,031 | $74,639 |
| BND | 1,027,661 | +1,008,031 | $74,639 |
| VANGUARD WELLINGTON FD (VFMO) |
421,309 | +530 | $63,736 |
| VFMO | 421,309 | +530 | $63,736 |
| MICROSOFT CORP |
140,785 | +11,596 | $59,231 |
| MSFT | 140,785 | +11,596 | $59,231 |
| DIMENSIONAL ETF TRUST (DFSV) |
1,935,074 | +53,204 | $58,246 |
| DFSV | 1,935,074 | +53,204 | $58,246 |
| DIMENSIONAL ETF TRUST (DISV) |
1,293,654 | +59,802 | $35,174 |
| DISV | 1,293,654 | +59,802 | $35,174 |
| AMAZON COM INC |
188,905 | +9,247 | $34,075 |
| AMZN | 188,905 | +9,247 | $34,075 |
| ISHARES TR (IMTM) |
840,030 | +6,044 | $32,954 |
| IMTM | 840,030 | +6,044 | $32,954 |
| NVIDIA CORPORATION |
35,091 | -625 | $31,707 |
| NVDA | 35,091 | -625 | $31,707 |
| ISHARES TR (IGSB) |
498,054 | -459,622 | $25,540 |
| IGSB | 498,054 | -459,622 | $25,540 |
| ISHARES TR (LQD) |
227,459 | +227,459 | $24,775 |
| LQD | 227,459 | +227,459 | $24,775 |
| DIMENSIONAL ETF TRUST (DFEV) |
924,188 | +32,079 | $23,992 |
| DFEV | 924,188 | +32,079 | $23,992 |
| ISHARES TR (SUB) |
222,216 | -5,773 | $23,273 |
| SUB | 222,216 | -5,773 | $23,273 |
| ISHARES INC (IEMG) |
447,860 | -140 | $23,110 |
| IEMG | 447,860 | -140 | $23,110 |
| ALPHABET INC |
136,495 | -3,574 | $20,601 |
| GOOGL | 136,495 | -3,574 | $20,601 |
| OLD REP INTL CORP |
590,741 | +13,537 | $18,148 |
| ORI | 590,741 | +13,537 | $18,148 |
| ELI LILLY & CO |
23,284 | +202 | $18,114 |
| LLY | 23,284 | +202 | $18,114 |
| VANGUARD TAX MANAGED FDS (VEA) |
352,246 | -1,460 | $17,672 |
| VEA | 352,246 | -1,460 | $17,672 |
| VISA INC |
59,961 | +837 | $16,734 |
| V | 59,961 | +837 | $16,734 |
 BERKSHIRE HATHAWAY INC DEL |
$16,244 | ||
| BRK.B | 35,610 | +1,507 | $14,975 |
| BRK.A | 2 | UNCH | $1,269 |
| ALPHABET INC |
101,513 | +2,111 | $15,456 |
| GOOG | 101,513 | +2,111 | $15,456 |
| JPMORGAN CHASE & CO |
71,921 | +5,146 | $14,406 |
| JPM | 71,921 | +5,146 | $14,406 |
| META PLATFORMS INC |
29,345 | +504 | $14,250 |
| META | 29,345 | +504 | $14,250 |
| NOVO NORDISK A S |
108,807 | +24,289 | $13,971 |
| NVO | 108,807 | +24,289 | $13,971 |
| COSTCO WHSL CORP NEW |
17,011 | +462 | $12,463 |
| COST | 17,011 | +462 | $12,463 |
| PROCTER AND GAMBLE CO |
74,470 | +2,801 | $12,083 |
| PG | 74,470 | +2,801 | $12,083 |
| WALMART INC |
186,880 | +126,405 | $11,245 |
| WMT | 186,880 | +126,405 | $11,245 |
| ORACLE CORP |
84,397 | +446 | $10,601 |
| ORCL | 84,397 | +446 | $10,601 |
| ISHARES TR (IEF) |
110,715 | +110,715 | $10,480 |
| IEF | 110,715 | +110,715 | $10,480 |
| BROADCOM INC |
7,470 | +475 | $9,900 |
| AVGO | 7,470 | +475 | $9,900 |
| HOME DEPOT INC |
25,029 | +768 | $9,601 |
| HD | 25,029 | +768 | $9,601 |
| ADOBE INC |
18,395 | -88 | $9,282 |
| ADBE | 18,395 | -88 | $9,282 |
| NOVARTIS AG |
94,041 | +22,538 | $9,097 |
| NVS | 94,041 | +22,538 | $9,097 |
| TAIWAN SEMICONDUCTOR MFG LTD |
65,584 | +8,291 | $8,923 |
| TSM | 65,584 | +8,291 | $8,923 |
| BUILDERS FIRSTSOURCE INC |
41,544 | -349 | $8,664 |
| BLDR | 41,544 | -349 | $8,664 |
| MASTERCARD INCORPORATED |
17,367 | +442 | $8,364 |
| MA | 17,367 | +442 | $8,364 |
| UNITEDHEALTH GROUP INC |
15,911 | -955 | $7,871 |
| UNH | 15,911 | -955 | $7,871 |
| MCKESSON CORP |
14,358 | -35 | $7,708 |
| MCK | 14,358 | -35 | $7,708 |
| EXXON MOBIL CORP |
65,677 | +1,876 | $7,634 |
| XOM | 65,677 | +1,876 | $7,634 |
| FAIR ISAAC CORP |
6,010 | -427 | $7,510 |
| FICO | 6,010 | -427 | $7,510 |
| TRAVELERS COMPANIES INC |
32,278 | +283 | $7,428 |
| TRV | 32,278 | +283 | $7,428 |
| EMCOR GROUP INC |
21,159 | -157 | $7,410 |
| EME | 21,159 | -157 | $7,410 |
See Full List: All Stocks Held By Ritholtz Wealth Management
— Including:
• Biggest new positions
• Biggest exits
• Biggest increased positions
• Biggest decreased positions
See Details: Top 10 Stocks Held By Ritholtz Wealth Management
|
Size ($ in 1000's)
At 03/31/2024: $2,899,062 At 12/31/2023: $2,577,534 Combined Holding Report Includes:
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 |
