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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
ADBEAdobe Inc
Recent Activity
Decreased -4.73%
0.22%
$7.286M
16,385 shares@ $444.69 avg price
VZVerizon Communications Inc
Recent Activity
Decreased -0.38%
0.21%
$6.969M
174,269 shares@ $40.0 avg price
VUGVanguard Index Fds
Recent Activity
Decreased -2.36%
0.2%
$6.766M
16,484 shares@ $410.44 avg price
SHYGIshares Tr
Recent Activity
Decreased -8.74%
0.19%
$6.374M
149,578 shares@ $42.61 avg price
MFCManulife Finl Corp
Recent Activity
Decreased -2.57%
0.19%
$6.156M
200,452 shares@ $30.72 avg price
MLIMueller Inds Inc
Recent Activity
Decreased -1.17%
0.16%
$5.424M
68,349 shares@ $79.36 avg price
SHVIshares Tr
Recent Activity
Decreased -1.37%
0.16%
$5.369M
48,758 shares@ $110.12 avg price
ASMLAsml Holding N V
Recent Activity
Decreased -20.1%
0.16%
$5.139M
7,415 shares@ $693.04 avg price
SLYVSpdr Ser Tr
Recent Activity
Decreased -0.31%
0.16%
$5.128M
58,775 shares@ $87.26 avg price
SHELShell Plc
Recent Activity
Decreased -6.05%
0.15%
$4.957M
79,127 shares@ $62.66 avg price