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Patricia Hatzfeld

@Ritholtz Wealth Management

Latest period2024 - Q4ReportedManaged Assets$3.405BTotal holdings852
Assets growth rate2.62%Assets growth rate (2-Q avg)6.05%Continuous growth in asset value8 quarters

Portfolio positions

This chart displays the top 10 holdings in Ritholtz Wealth Management's 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 852 positions.

Assets under management

The assets under management (AUM) of Ritholtz Wealth Management over the past 10 years (40 quarters) show continuous growth in total asset value over the last 8 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 3.405B in assets, with a quarterly growth rate of 2.62% and a 2-quarter average growth rate of 6.05%. The portfolio is managed by Patricia Hatzfeld, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
ORIOld Rep Intl Corp
Recent Activity
Decreased -1.07%
0.63%
$21.319M
589,072 shares@ $36.19 avg price
LLYEli Lilly & Co
Recent Activity
Decreased -0.03%
0.49%
$16.365M
21,198 shares@ $772.02 avg price
VEAVanguard Tax-managed Fds
Recent Activity
Decreased -1.88%
0.47%
$15.887M
332,229 shares@ $47.82 avg price
ORCLOracle Corp
Recent Activity
Decreased -2%
0.35%
$11.897M
71,395 shares@ $166.64 avg price
FICOFair Isaac Corp
Recent Activity
Decreased -4.1%
0.31%
$10.474M
5,261 shares@ $1990.94 avg price
NVSNovartis Ag
Recent Activity
Decreased -3.98%
0.27%
$8.999M
92,473 shares@ $97.32 avg price
UNHUnitedhealth Group Inc
Recent Activity
Decreased -9.55%
0.25%
$8.415M
16,634 shares@ $505.87 avg price
JNJJohnson & Johnson
Recent Activity
Decreased -8.51%
0.25%
$8.375M
57,908 shares@ $144.62 avg price
CLSCelestica Inc
Recent Activity
Decreased -8.48%
0.24%
$8.025M
86,950 shares@ $92.3 avg price
SHYIshares Tr
Recent Activity
Decreased -3.9%
0.23%
$7.719M
94,158 shares@ $81.98 avg price