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
EXEExpand Energy Corporation Recent Activity New Position	0.01%	$228,865 2,299 shares@ $99.55 avg price	New Position
APOApollo Global Mgmt Inc Recent Activity New Position	0.01%	$228,835 1,386 shares@ $165.11 avg price	New Position
SMMDIshares Tr Recent Activity New Position	0.01%	$225,943 3,323 shares@ $68.0 avg price	New Position
DOCUDocusign Inc Recent Activity New Position	0.01%	$222,781 2,477 shares@ $89.94 avg price	New Position
KFYKorn Ferry Recent Activity New Position	0.01%	$221,978 3,291 shares@ $67.46 avg price	New Position
CFFIC & F Finl Corp Recent Activity New Position	0.01%	$218,459 3,066 shares@ $71.26 avg price	New Position
DFACDimensional Etf Trust Recent Activity New Position	0.01%	$215,419 6,228 shares@ $34.59 avg price	New Position
PNRPentair Plc Recent Activity New Position	0.01%	$210,740 2,094 shares@ $100.64 avg price	New Position
REGRegency Ctrs Corp Recent Activity New Position	0.01%	$206,935 2,799 shares@ $73.94 avg price	New Position
JNPRJuniper Networks Inc Recent Activity New Position	0.01%	$206,814 5,522 shares@ $37.46 avg price	New Position