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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
NVONovo-nordisk A S
Recent Activity
Increased 1.98%
0.31%
$10.393M
120,826 shares@ $86.03 avg price
EMEEmcor Group Inc
Recent Activity
Increased 1.71%
0.3%
$10.023M
22,081 shares@ $453.91 avg price
MAMastercard Incorporated
Recent Activity
Increased 3.81%
0.28%
$9.48M
18,004 shares@ $526.56 avg price
NVSNovartis Ag
Recent Activity
Decreased -3.98%
0.27%
$8.999M
92,473 shares@ $97.32 avg price
TRVTravelers Companies Inc
Recent Activity
Increased 2.4%
0.25%
$8.44M
35,035 shares@ $240.9 avg price
HDHome Depot Inc
Recent Activity
Increased 4.44%
0.25%
$8.439M
21,695 shares@ $388.99 avg price
UNHUnitedhealth Group Inc
Recent Activity
Decreased -9.55%
0.25%
$8.415M
16,634 shares@ $505.87 avg price
JNJJohnson & Johnson
Recent Activity
Decreased -8.51%
0.25%
$8.375M
57,908 shares@ $144.62 avg price
MOAltria Group Inc
Recent Activity
Increased 4.73%
0.25%
$8.21M
157,014 shares@ $52.3 avg price
GILDGilead Sciences Inc
Recent Activity
Increased 80.64%
0.24%
$8.15M
88,228 shares@ $92.37 avg price