Rialto Wealth Management, LLC Purchases in Q2 2025

Rialto Wealth Management, LLC

  • $342 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
AMZN
Amazon Com Inc

Consumer Cyclical
40
+ 2.42%
$167.32 - $223.3 $6.69K - $8.93K
1.69K $371K
DFUV
Dimensional ETF Tr Us Marketwi

ETFs
6
+ 0.01%
$36.25 - $42.28 $218 - $254
40.5K $1.71M
AN
Autonation, Inc.

Consumer Cyclical
7
+ 0.49%
$155.71 - $201.03 $1.09K - $1.41K
1.43K $283K
PLTR
Palantir Technologies Inc.

Technology
12
+ 1.21%
$74.01 - $144.25 $888 - $1.73K
1K $136K
VONG
Vanguard Russell 1000 Growth E

ETFs
54
+ 1.96%
$82.51 - $109.2 $4.46K - $5.9K
2.81K $307K
JPM
Jpmorgan Chase & CO

Financial Services
35
+ 3.91%
$210.28 - $289.91 $7.36K - $10.1K
929 $269K
GE
General Electric CO

Industrials
9
+ 1.1%
$166.81 - $257.39 $1.5K - $2.32K
827 $212K
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
957
+ 60.84%
$34.72 - $42.74 $33.2K - $40.9K
2.53K $108K
AMD
Advanced Micro Devices Inc

Technology
29
+ 2.82%
$78.21 - $143.81 $2.27K - $4.17K
1.06K $149K
IUSB
Ishares Core Total Usd Bond Ma

ETFs
818
+ 3.72%
$45.12 - $46.23 $36.9K - $37.8K
22.8K $1.06M
MU
Micron Technology Inc

Technology
8
+ 0.79%
$64.72 - $127.91 $518 - $1.02K
1.02K $126K
NFLX
Netflix Inc

Communication Services
4
+ 5.26%
$855.86 - $1339.13 $3.42K - $5.36K
80 $107K
ORCL
Oracle Corp

Technology
28
+ 7.47%
$122.82 - $218.63 $3.44K - $6.12K
403 $88K
SCHA
Schwab Strategic Tr Us Small C

ETFs
15
+ 0.08%
$20.42 - $25.3 $306 - $380
18.3K $463K
DFAT
Dimensional ETF Tr U S Target

ETFs
305
+ 5.08%
$44.8 - $53.97 $13.7K - $16.5K
6.31K $340K
CDNS
Cadence Design Systems Inc

Technology
7
+ 1.39%
$231.64 - $323.08 $1.62K - $2.26K
510 $157K
ITA
Ishares Tr

ETFs
138
+ 265.38%
$135.31 - $188.64 $18.7K - $26K
190 $35K
GS
Goldman Sachs Group Inc

Financial Services
8
+ 6.9%
$462.22 - $707.75 $3.7K - $5.66K
124 $87K
IBHG
Ishares Tr Ibonds 2027 Term Hi
1.02K
+ 12.72%
$21.56 - $22.54 $22K - $23K
9.04K $203K
AVGO
Broadcom Inc.

Technology
9
+ 4.64%
$146.29 - $275.65 $1.32K - $2.48K
203 $55K
AMAT
Applied Materials Inc

Technology
6
+ 1.12%
$126.95 - $183.52 $762 - $1.1K
543 $99K
CVNA
Carvana Co.

Consumer Cyclical
5
+ 3.25%
$162.57 - $345.64 $813 - $1.73K
159 $53K
LNG
Cheniere Energy, Inc.

Energy
14
+ 0.93%
$197.25 - $244.33 $2.76K - $3.42K
1.52K $369K
SCHH
Schwab Strategic U.S. Reit ETF

ETFs
1.08K
+ 9.32%
$18.94 - $21.67 $20.4K - $23.3K
12.6K $266K
GOOG
Alphabet Inc.

Communication Services
48
+ 9.06%
$146.58 - $180.01 $7.04K - $8.64K
578 $102K
FFIV
F5, Inc.

Technology
68
+ 2266.67%
$239.25 - $295.9 $16.3K - $20.1K
71 $20K
HUBB
Hubbell Inc

Industrials
4
+ 1.72%
$315.94 - $408.41 $1.26K - $1.63K
236 $96K
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
12
+ 0.25%
$32.66 - $40.75 $392 - $489
4.88K $197K
APH
Amphenol Corp

Technology
17
+ 3.92%
$59.09 - $98.75 $1K - $1.68K
451 $44K
LBRDK
Liberty Broadband Corp

Communication Services
167
New
$73.65 - $101.29 $12.3K - $16.9K
167 $16K
SNOW
Snowflake Inc.

Technology
73
New
$130.53 - $223.77 $9.53K - $16.3K
73 $16K
BK
Bank Of New York Mellon Corp

Financial Services
16
+ 0.84%
$73.31 - $91.62 $1.17K - $1.47K
1.91K $174K
VGSH
Vanguard

ETFs
223
+ 1.98%
$58.32 - $58.95 $13K - $13.1K
11.5K $676K
WMT
Walmart Inc.

Consumer Defensive
72
+ 8.2%
$81.79 - $99.98 $5.89K - $7.2K
950 $92K
VIOV
Vanguard S&P Small Cap 600 Val

ETFs
125
+ 6.95%
$71.94 - $86.02 $8.99K - $10.8K
1.92K $164K
BAC
Bank Of America Corp

Financial Services
62
+ 3.47%
$34.39 - $47.46 $2.13K - $2.94K
1.85K $87K
COIN
Coinbase Global, Inc.

Technology
22
+ 68.75%
$151.47 - $375.07 $3.33K - $8.25K
54 $18K
COST
Costco Wholesale Corp

Consumer Defensive
5
+ 2.56%
$908.13 - $1056.85 $4.54K - $5.28K
200 $197K
INTU
Intuit Inc

Technology
1
+ 1.43%
$544.07 - $787.63 $544 - $788
71 $55K
MUB
Ishares National Muni Bond ETF

ETFs
164
+ 2.87%
$102.31 - $105.8 $16.8K - $17.4K
5.88K $614K
V
Visa Inc.

Financial Services
27
+ 3.03%
$308.27 - $373.31 $8.32K - $10.1K
918 $325K
MA
Mastercard Inc

Financial Services
18
+ 13.04%
$479.92 - $590.74 $8.64K - $10.6K
156 $87K
SOFI
So Fi Technologies, Inc.

Financial Services
676
+ 1827.03%
$9.5 - $18.21 $6.42K - $12.3K
713 $12K
IBKR
Interactive Brokers Group, Inc.

Financial Services
576
+ 306.38%
$50.53 - $212.53 $29.1K - $122K
764 $42K
INDA
Ishares Msci India Index Fund

ETFs
71
+ 4.45%
$49.13 - $55.86 $3.49K - $3.97K
1.67K $92K
KKR
Kkr & Co. Inc.

Financial Services
3
+ 0.5%
$92.79 - $134.29 $278 - $403
603 $80K
AXP
American Express CO

Financial Services
8
+ 5.0%
$231.39 - $318.98 $1.85K - $2.55K
168 $53K
CSCO
Cisco Systems, Inc.

Technology
37
+ 3.87%
$53.19 - $69.38 $1.97K - $2.57K
992 $68K
IDXX
Idexx Laboratories Inc

Healthcare
3
+ 4.17%
$361.04 - $536.34 $1.08K - $1.61K
75 $40K
Activity Summary
Buys All Purchases 1246 New Holdings 785 Increased Positions 461 Sells All Sells 249 Reductions 249 Sold out 0 Options Calls 0 Puts 0
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