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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
IEMGIshares Inc
Recent Activity
Increased 6.49%
0.77%
$26.018M
498,246 shares@ $52.22 avg price
GOOGLAlphabet Inc
Recent Activity
Increased 6.93%
0.74%
$24.958M
131,844 shares@ $189.31 avg price
SUBIshares Tr
Recent Activity
Increased 1.61%
0.7%
$23.763M
225,282 shares@ $105.49 avg price
ORIOld Rep Intl Corp
Recent Activity
Decreased -1.07%
0.63%
$21.319M
589,072 shares@ $36.19 avg price
GOOGAlphabet Inc
Recent Activity
Increased 5.57%
0.62%
$21.066M
110,620 shares@ $190.45 avg price
AVGOBroadcom Inc
Recent Activity
Increased 1.37%
0.57%
$19.105M
82,404 shares@ $231.84 avg price
BRK.BBerkshire Hathaway Inc Del
Recent Activity
Increased 4.27%
0.55%
$18.558M
40,941 shares@ $453.28 avg price
JPMJpmorgan Chase & Co.
Recent Activity
Increased 5.47%
0.55%
$18.493M
77,147 shares@ $239.72 avg price
WMTWalmart Inc
Recent Activity
Increased 5.58%
0.55%
$18.462M
204,338 shares@ $90.35 avg price
VVisa Inc
Recent Activity
Increased 1.34%
0.55%
$18.437M
58,338 shares@ $316.05 avg price