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
IBM
International Business Machines Corp

Technology
10
+ 5.78%
$221.03 - $294.78 $2.21K - $2.95K
183 $53K
TSLA
Tesla, Inc.

Consumer Cyclical
2
+ 1.27%
$221.86 - $362.89 $444 - $726
159 $50K
VTV
Vanguard Value ETF

ETFs
2
+ 0.12%
$153.67 - $176.74 $307 - $353
1.63K $287K
SEIC
Sei Investments CO

Financial Services
13
+ 1.96%
$66.45 - $89.86 $864 - $1.17K
676 $60K
ADBE
Adobe Inc.

Technology
21
+ 75.0%
$340.0 - $420.68 $7.14K - $8.83K
49 $18K
AMP
Ameriprise Financial Inc

Financial Services
9
+ 16.98%
$422.19 - $533.73 $3.8K - $4.8K
62 $33K
PWR
Quanta Services, Inc.

Industrials
7
+ 15.56%
$239.47 - $381.26 $1.68K - $2.67K
52 $19K
ADT
Adt Inc.

Industrials
912
New
$7.54 - $8.6 $6.88K - $7.84K
912 $7K
AVAV
Aero Vironment Inc

Industrials
25
New
$111.65 - $284.95 $2.79K - $7.12K
25 $7K
ADI
Analog Devices Inc

Technology
17
+ 18.89%
$164.6 - $238.02 $2.8K - $4.05K
107 $25K
HD
Home Depot, Inc.

Consumer Cyclical
18
+ 2.64%
$335.24 - $380.78 $6.03K - $6.85K
699 $256K
IONQ
Ion Q, Inc.

Technology
161
+ 731.82%
$20.68 - $48.04 $3.33K - $7.73K
183 $7K
SUB
Ishares Short Term National Mu

ETFs
25
+ 0.49%
$104.77 - $106.34 $2.62K - $2.66K
5.13K $545K
ITT
Itt Inc.

Industrials
10
+ 5.08%
$112.67 - $157.95 $1.13K - $1.58K
207 $32K
PM
Philip Morris International Inc.

Consumer Defensive
15
+ 8.33%
$149.23 - $184.95 $2.24K - $2.77K
195 $35K
HOOD
Robinhood Markets, Inc.

Technology
37
+ 60.66%
$34.17 - $93.63 $1.26K - $3.46K
98 $9K
TRMB
Trimble Inc.

Technology
22
+ 4.4%
$55.12 - $75.98 $1.21K - $1.67K
522 $39K
WFC
Wells Fargo & Company

Financial Services
46
+ 11.19%
$60.98 - $80.12 $2.81K - $3.69K
457 $36K
AFRM
Affirm Holdings, Inc.

Technology
96
New
$35.75 - $69.14 $3.43K - $6.64K
96 $6K
COF
Capital One Financial Corp

Financial Services
27
+ 207.69%
$150.57 - $212.76 $4.07K - $5.74K
40 $8K
DLR
Digital Realty Trust, Inc.

Real Estate
8
+ 5.76%
$136.11 - $177.69 $1.09K - $1.42K
147 $25K
DFIV
Dimensional ETF Tr

ETFs
28
+ 1.77%
$34.67 - $43.21 $971 - $1.21K
1.61K $68K
KEY
Keycorp

Financial Services
69
+ 2.08%
$13.23 - $17.42 $913 - $1.2K
3.39K $59K
TER
Teradyne, Inc

Technology
9
+ 1.25%
$67.96 - $91.05 $612 - $819
731 $65K
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
71
+ 24.57%
$55.54 - $69.09 $3.94K - $4.91K
360 $24K
CAT
Caterpillar Inc

Industrials
9
+ 34.62%
$273.94 - $388.21 $2.47K - $3.49K
35 $13K
KLAC
Kla Corp

Technology
1
+ 5.0%
$576.53 - $902.94 $577 - $903
21 $18K
LMT
Lockheed Martin Corp

Industrials
7
+ 5.04%
$430.82 - $486.45 $3.02K - $3.41K
146 $67K
MRVL
Marvell Technology, Inc.

Technology
7
+ 2.7%
$49.38 - $79.97 $346 - $560
266 $20K
MCHP
Microchip Technology Inc

Technology
27
+ 20.0%
$35.34 - $71.6 $954 - $1.93K
162 $11K
NRG
Nrg Energy, Inc.

Utilities
26
+ 173.33%
$83.61 - $162.67 $2.17K - $4.23K
41 $6K
CRM
Salesforce, Inc.

Technology
4
+ 0.45%
$236.26 - $291.15 $945 - $1.16K
893 $243K
URI
United Rentals, Inc.

Industrials
1
+ 2.5%
$551.94 - $753.4 $552 - $753
41 $30K
CB
Chubb LTD

Financial Services
15
New
$274.32 - $302.46 $4.11K - $4.54K
15 $4K
CR
Crane Holdings, Co.

Industrials
4
+ 4.0%
$132.79 - $189.89 $531 - $760
104 $19K
NYF
Ishares New York Muni Bond ETF

ETFs
90
+ 28.85%
$51.29 - $53.06 $4.62K - $4.78K
402 $20K
JBL
Jabil Inc

Technology
13
+ 92.86%
$116.88 - $218.1 $1.52K - $2.84K
27 $5K
LHX
L3 Harris Technologies, Inc.

Industrials
4
+ 6.45%
$200.21 - $256.99 $801 - $1.03K
66 $16K
NKE
Nike, Inc.

Consumer Cyclical
44
+ 39.64%
$53.27 - $72.04 $2.34K - $3.17K
155 $11K
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
55
+ 6.67%
$35.35 - $42.68 $1.94K - $2.35K
879 $37K
TRV
Travelers Companies, Inc.

Financial Services
14
+ 43.75%
$233.83 - $276.34 $3.27K - $3.87K
46 $12K
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
38
+ 5.01%
$75.05 - $77.34 $2.85K - $2.94K
796 $61K
XYL
Xylem Inc.

Industrials
9
+ 3.4%
$102.86 - $129.5 $926 - $1.17K
274 $35K
MMM
3 M CO

Industrials
16
+ 400.0%
$126.09 - $154.15 $2.02K - $2.47K
20 $3K
AIG
American International Group, Inc.

Financial Services
30
+ 500.0%
$77.56 - $87.72 $2.33K - $2.63K
36 $3K
AMT
American Tower Corp

Real Estate
2
+ 0.35%
$203.96 - $228.19 $408 - $456
571 $126K
APP
App Lovin Corp

Technology
9
+ 450.0%
$219.37 - $417.89 $1.97K - $3.76K
11 $3K
CME
Cme Group Inc.

Financial Services
9
+ 450.0%
$252.37 - $290.71 $2.27K - $2.62K
11 $3K
KO
Coca Cola CO

Consumer Defensive
59
+ 4.95%
$68.37 - $73.9 $4.03K - $4.36K
1.25K $88K
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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