test

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
METAMeta Platforms Inc
Recent Activity
Increased 0.65%
0.54%
$18.374M
31,382 shares@ $585.51 avg price
COSTCostco Whsl Corp New
Recent Activity
Increased 4.87%
0.54%
$18.137M
19,794 shares@ $916.28 avg price
LLYEli Lilly & Co
Recent Activity
Decreased -0.03%
0.49%
$16.365M
21,198 shares@ $772.02 avg price
VEAVanguard Tax-managed Fds
Recent Activity
Decreased -1.88%
0.47%
$15.887M
332,229 shares@ $47.82 avg price
TSLATesla Inc
Recent Activity
Increased 9.95%
0.47%
$15.682M
38,832 shares@ $403.84 avg price
TSMTaiwan Semiconductor Mfg Ltd
Recent Activity
Increased 3.35%
0.41%
$13.759M
69,671 shares@ $197.49 avg price
PGProcter And Gamble Co
Recent Activity
Increased 3.19%
0.39%
$13.13M
78,318 shares@ $167.66 avg price
ORCLOracle Corp
Recent Activity
Decreased -2%
0.35%
$11.897M
71,395 shares@ $166.64 avg price
IEFIshares Tr
Recent Activity
Increased 1.62%
0.35%
$11.782M
127,439 shares@ $92.46 avg price
FICOFair Isaac Corp
Recent Activity
Decreased -4.1%
0.31%
$10.474M
5,261 shares@ $1990.94 avg price