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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
VTIVanguard Index Fds
Recent Activity
Increased 1.7%
7.11%
$241.967M
834,915 shares@ $289.82 avg price
QQQInvesco Qqq Tr
Recent Activity
Increased 2.11%
6.33%
$215.276M
421,094 shares@ $511.24 avg price
IVVIshares Tr
Recent Activity
Increased 2.62%
6.17%
$209.999M
356,729 shares@ $588.68 avg price
STIPIshares Tr
Recent Activity
Increased 3.92%
4.65%
$158.158M
1.572M shares@ $100.61 avg price
AAPLApple Inc
Recent Activity
Increased 4.6%
3.78%
$128.666M
513,801 shares@ $250.42 avg price
SPYSpdr S&p 500 Etf Tr
Recent Activity
Increased 3.97%
3.23%
$109.858M
187,446 shares@ $586.08 avg price
AGGIshares Tr
Recent Activity
Increased 3.47%
2.62%
$88.927M
917,718 shares@ $96.91 avg price
IEFAIshares Tr
Recent Activity
Increased 5.19%
2.52%
$85.629M
1.218M shares@ $70.28 avg price
FBNDFidelity Merrimack Str Tr
Recent Activity
Increased 5.41%
2.45%
$83.234M
1.855M shares@ $44.87 avg price
BNDVanguard Bd Index Fds
Recent Activity
Increased 4.06%
2.44%
$82.774M
1.151M shares@ $71.92 avg price