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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
VFMOVanguard Wellington Fd
Recent Activity
Increased 2.19%
2.14%
$72.544M
441,345 shares@ $164.37 avg price
NVDANvidia Corporation
Recent Activity
Increased 6.48%
1.99%
$67.455M
505,074 shares@ $133.56 avg price
DFSVDimensional Etf Trust
Recent Activity
Increased 3.87%
1.91%
$64.917M
2.109M shares@ $30.78 avg price
MSFTMicrosoft Corp
Recent Activity
Increased 3.69%
1.89%
$64.093M
152,060 shares@ $421.51 avg price
AMZNAmazon Com Inc
Recent Activity
Increased 6.93%
1.28%
$43.53M
198,414 shares@ $219.4 avg price
DISVDimensional Etf Trust
Recent Activity
Increased 5.09%
1.11%
$37.769M
1.421M shares@ $26.57 avg price
IMTMIshares Tr
Recent Activity
Increased 4.54%
1%
$33.936M
907,373 shares@ $37.4 avg price
IGSBIshares Tr
Recent Activity
Increased 6.59%
0.97%
$32.713M
632,748 shares@ $51.71 avg price
LQDIshares Tr
Recent Activity
Increased 2.2%
0.81%
$27.246M
255,019 shares@ $106.85 avg price
DFEVDimensional Etf Trust
Recent Activity
Increased 5.44%
0.79%
$26.674M
1.018M shares@ $26.22 avg price