Patricia Hatzfeld

@Ritholtz Wealth Management

Latest period2024 - Q4

Reported4d ago

Managed Assets$3.405B

Total 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

Current New Position Increased Decreased Exited

Investment	Portfolio %	Reported Value	Recent Activity
WELLWelltower Inc Recent Activity New Position	0.01%	$261,147 2,072 shares@ $126.04 avg price	New Position
MCRIMonarch Casino & Resort Inc Recent Activity New Position	0.01%	$254,303 3,223 shares@ $78.91 avg price	New Position
DDWMWisdomtree Tr Recent Activity New Position	0.01%	$251,662 7,320 shares@ $34.39 avg price	New Position
FDXFedex Corp Recent Activity New Position	0.01%	$249,385 886 shares@ $281.48 avg price	New Position
FFIVF5 Inc Recent Activity New Position	0.01%	$244,932 974 shares@ $251.48 avg price	New Position
CIENCiena Corp Recent Activity New Position	0.01%	$244,931 2,888 shares@ $84.81 avg price	New Position
DONWisdomtree Tr Recent Activity New Position	0.01%	$244,308 4,793 shares@ $50.98 avg price	New Position
TFCTruist Finl Corp Recent Activity New Position	0.01%	$244,147 5,628 shares@ $43.39 avg price	New Position
MTZMastec Inc Recent Activity New Position	0.01%	$240,287 1,765 shares@ $136.14 avg price	New Position
CZWICitizens Cmnty Bancorp Inc M Recent Activity New Position	0.01%	$239,719 14,716 shares@ $16.29 avg price	New Position