RITHOLTZ WEALTH MANAGEMENT
Top Portfolio Positions
983 positions ·
$2,836,351,893 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio |
|---|---|---|---|---|
| QQQ |
Invesco Qqq Trust, Series 1
|
304,400 | $175,693,592 | 6.19% |
| AAPL |
Apple Inc.
Technology
|
650,779 | $165,161,202 | 5.82% |
| NVDA |
Nvidia Corp
Technology
|
680,965 | $118,760,296 | 4.19% |
| MSFT |
Microsoft Corp
Technology
|
184,681 | $68,363,365 | 2.41% |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
269,083 | $56,041,916 | 1.98% |
| GOOGL |
Alphabet Inc.
Communication Services
|
165,581 | $47,614,472 | 1.68% |
| AVGO |
Broadcom Inc.
Technology
|
102,648 | $31,770,582 | 1.12% |
| WMT |
Walmart Inc.
Consumer Defensive
|
248,416 | $30,873,140 | 1.09% |
| SPY |
Spdr S&P 500 ETF Trust
|
44,018 | $28,626,666 | 1.01% |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
97,008 | $28,535,873 | 1.01% |
Portfolio Trend
Holdings in CX
Shares Held
Position Value (USD)
15 of 15 shown
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $3,216,218 | 281,138 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $3,236,273 | 281,660 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $2,277,113 | 253,294 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $1,615,105 | 233,060 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $911,770 | 162,526 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $816,790 | 144,821 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $893,759 | 146,518 | Shares | Sole | 2024-10-10 | |
| 2024-06-30 | $1,071,826 | 167,735 | Shares | Sole | 2024-08-01 | |
| 2024-03-31 | $1,900,668 | 210,951 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 | $1,526,773 | 197,003 | Shares | Sole | 2024-01-18 | |
| 2023-09-30 | $1,193,686 | 183,644 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $1,066,757 | 150,672 | Shares | Sole | 2023-07-17 | |
| 2023-03-31 | $579,787 | 104,844 | Shares | Sole | 2023-04-20 | |
| 2022-12-31 | $289,797 | 71,555 | Shares | Sole | 2023-01-19 | |
| 2022-09-30 | $56,087 | 16,352 | Shares | Sole | 2022-10-19 | |
| No quarters match your search. | ||||||