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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
VVVanguard Index Fds
Recent Activity
Decreased -4.97%
0.15%
$4.786M
17,745 shares@ $269.71 avg price
MRKMerck & Co Inc
Recent Activity
Decreased -4.57%
0.14%
$4.746M
47,707 shares@ $99.48 avg price
BLDRBuilders Firstsource Inc
Recent Activity
Decreased -6.23%
0.14%
$4.739M
33,159 shares@ $142.94 avg price
PLDPrologis Inc.
Recent Activity
Decreased -2.86%
0.14%
$4.669M
44,169 shares@ $105.71 avg price
BBVABanco Bilbao Vizcaya Argenta
Recent Activity
Decreased -1.3%
0.14%
$4.531M
466,200 shares@ $9.73 avg price
AZNAstrazeneca Plc
Recent Activity
Decreased -17.96%
0.14%
$4.48M
68,370 shares@ $65.52 avg price
TMToyota Motor Corp
Recent Activity
Decreased -2.5%
0.12%
$3.972M
20,409 shares@ $194.61 avg price
AZOAutozone Inc
Recent Activity
Decreased -1.41%
0.12%
$3.798M
1,186 shares@ $3202.0 avg price
SUSuncor Energy Inc New
Recent Activity
Decreased -13.12%
0.11%
$3.579M
100,313 shares@ $35.68 avg price
AITApplied Indl Technologies In
Recent Activity
Decreased -1.41%
0.11%
$3.578M
14,940 shares@ $239.48 avg price