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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
ELMDElectromed Inc
Recent Activity
New Position
0.02%
$487,693
16,504 shares@ $29.55 avg price
ELSEquity Lifestyle Pptys Inc
Recent Activity
New Position
0.02%
$484,382
7,273 shares@ $66.61 avg price
STRTStrattec Sec Corp
Recent Activity
New Position
0.02%
$474,706
11,522 shares@ $41.2 avg price
DORMDorman Prods Inc
Recent Activity
New Position
0.02%
$465,473
3,593 shares@ $129.55 avg price
DBEFDbx Etf Tr
Recent Activity
New Position
0.02%
$419,507
10,133 shares@ $41.41 avg price
SBFGSb Finl Group Inc
Recent Activity
New Position
0.02%
$408,079
19,516 shares@ $20.91 avg price
CELHCelsius Hldgs Inc
Recent Activity
New Position
0.02%
$389,411
14,784 shares@ $26.35 avg price
AXRAmrep Corp
Recent Activity
New Position
0.02%
$384,116
12,233 shares@ $31.4 avg price
LAURLaureate Education Inc
Recent Activity
New Position
0.02%
$380,066
20,780 shares@ $18.29 avg price
HOODRobinhood Mkts Inc
Recent Activity
New Position
0.02%
$374,687
10,056 shares@ $37.27 avg price