Rialto Wealth Management, LLC Incresed Positions in Q1 2025

Rialto Wealth Management, LLC

  • $307 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
ACN
Accenture PLC

Technology
51
+ 25.5%
$300.91 - $398.25 $15.3K - $20.3K
251 $78K
MA
Mastercard Inc

Financial Services
2
+ 1.47%
$504.67 - $576.31 $1.01K - $1.15K
138 $75K
DFCF
Dimensional ETF Tr Core Fxd In

ETFs
23
+ 1.32%
$40.79 - $42.32 $938 - $973
1.77K $74K
KO
Coca Cola CO

Consumer Defensive
15
+ 1.28%
$60.81 - $72.32 $912 - $1.08K
1.19K $85K
BAC
Bank Of America Corp

Financial Services
66
+ 3.83%
$39.61 - $47.74 $2.61K - $3.15K
1.79K $74K
T
At&T Inc.

Communication Services
815
+ 23.67%
$21.56 - $28.28 $17.6K - $23K
4.26K $120K
SWK
Stanley Black & Decker, Inc.

Industrials
10
+ 1.0%
$76.43 - $90.41 $764 - $904
1.01K $77K
MU
Micron Technology Inc

Technology
15
+ 1.5%
$86.89 - $109.38 $1.3K - $1.64K
1.02K $88K
PSX
Phillips 66

Energy
9
+ 1.21%
$113.93 - $131.55 $1.03K - $1.18K
753 $92K
AMAT
Applied Materials Inc

Technology
13
+ 2.48%
$145.06 - $195.51 $1.89K - $2.54K
537 $77K
XLF
Financial Sector Spdr

ETFs
487
+ 25.63%
$47.32 - $52.19 $23K - $25.4K
2.39K $117K
GILD
Gilead Sciences, Inc.

Healthcare
17
+ 1.7%
$89.14 - $117.41 $1.52K - $2K
1.02K $113K
HUBB
Hubbell Inc

Industrials
3
+ 1.31%
$330.91 - $456.86 $993 - $1.37K
232 $76K
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
3
+ 0.2%
$64.88 - $72.1 $195 - $216
1.48K $96K
AMT
American Tower Corp

Real Estate
9
+ 1.61%
$173.46 - $217.6 $1.56K - $1.96K
569 $123K
FISV
Fiserv Inc

Technology
105
+ 21.0%
N/A
605 $75K
LLY
Eli Lilly & CO

Healthcare
11
+ 7.05%
$725.72 - $929.72 $7.98K - $10.2K
167 $137K
UNP
Union Pacific Corp

Industrials
5
+ 0.89%
$225.21 - $254.42 $1.13K - $1.27K
564 $133K
MBB
Ishares Tr

ETFs
270
+ 18.17%
$90.37 - $94.08 $24.4K - $25.4K
1.76K $164K
PAYX
Paychex Inc

Industrials
12
+ 1.16%
$136.06 - $154.52 $1.63K - $1.85K
1.05K $161K
BK
Bank Of New York Mellon Corp

Financial Services
6
+ 0.32%
$75.42 - $88.95 $453 - $534
1.9K $159K
CDNS
Cadence Design Systems Inc

Technology
3
+ 0.6%
$233.96 - $324.52 $702 - $974
503 $127K
QCOM
Qualcomm Inc

Technology
22
+ 2.16%
$151.94 - $175.86 $3.34K - $3.87K
1.04K $159K
BSCS
Invesco ETF Fd Tr Invesco Bull

ETFs
954
+ 11.89%
$20.05 - $20.4 $19.1K - $19.5K
8.98K $182K
COST
Costco Wholesale Corp

Consumer Defensive
6
+ 3.17%
$890.62 - $1076.86 $5.34K - $6.46K
195 $184K
ABBV
Abb Vie Inc.

Healthcare
17
+ 1.56%
$169.2 - $216.66 $2.88K - $3.68K
1.1K $231K
PG
Procter & Gamble CO

Consumer Defensive
26
+ 2.03%
$158.56 - $176.26 $4.12K - $4.58K
1.3K $222K
SCHH
Schwab Strategic U.S. Reit ETF

ETFs
36
+ 0.31%
$20.2 - $22.24 $727 - $801
11.5K $245K
MUB
Ishares National Muni Bond ETF

ETFs
3.44K
+ 150.94%
$104.71 - $107.69 $360K - $370K
5.72K $601K
American Centy ETF Tr
12.7K
+ 333.98%
N/A
16.5K $0
HD
Home Depot, Inc.

Consumer Cyclical
11
+ 1.64%
$347.25 - $424.87 $3.82K - $4.67K
681 $249K
SPAB
Spdr Portfolio Aggregate Bond

ETFs
114
+ 1.09%
$24.73 - $25.62 $2.82K - $2.92K
10.6K $269K
V
Visa Inc.

Financial Services
51
+ 6.07%
$306.92 - $362.71 $15.7K - $18.5K
891 $312K
DFAI
Dimensional ETF Tr

ETFs
6.63K
+ 67.1%
$28.88 - $32.4 $191K - $215K
16.5K $519K
CRM
Salesforce, Inc.

Technology
12
+ 1.37%
$268.36 - $359.95 $3.22K - $4.32K
889 $238K
DIS
Walt Disney CO

Communication Services
118
+ 4.47%
$96.87 - $114.0 $11.4K - $13.5K
2.76K $272K
XOM
Exxon Mobil Corp

Energy
30
+ 1.01%
$105.44 - $118.93 $3.16K - $3.57K
2.99K $356K
JNJ
Johnson & Johnson

Healthcare
16
+ 0.72%
$142.06 - $167.7 $2.27K - $2.68K
2.23K $369K
BSV
Vanguard Bd Index Fd Inc Short

ETFs
63
+ 1.52%
$76.94 - $78.28 $4.85K - $4.93K
4.21K $329K
LNG
Cheniere Energy, Inc.

Energy
3
+ 0.2%
$209.32 - $253.66 $628 - $761
1.5K $347K
AMZN
Amazon Com Inc

Consumer Cyclical
145
+ 9.61%
$190.26 - $242.06 $27.6K - $35.1K
1.65K $314K
OTIS
Otis Worldwide Corp

Industrials
14
+ 0.36%
$90.77 - $104.01 $1.27K - $1.46K
3.9K $402K
GOOGL
Alphabet Inc.

Communication Services
133
+ 6.67%
$154.33 - $206.19 $20.5K - $27.4K
2.13K $328K
DFIS
Dimensional ETF Tr Dimensional

ETFs
3.95K
+ 23.87%
$23.92 - $26.89 $94.4K - $106K
20.5K $535K
DISV
Dimensional ETF Tr Dimensional

ETFs
40.3K
+ 260.2%
$26.09 - $30.21 $1.05M - $1.22M
55.7K $1.64M
AVUV
American Centy ETF Tr Avantis

ETFs
6.39K
+ 145.29%
$84.95 - $100.62 $543K - $643K
10.8K $938K
DFAU
Dimensional ETF Tr

ETFs
4.28K
+ 40.2%
$37.84 - $42.29 $162K - $181K
14.9K $570K
SCHA
Schwab Strategic Tr Us Small C

ETFs
21
+ 0.11%
$23.16 - $27.04 $486 - $568
18.3K $429K
MRK
Merck & Co., Inc.

Healthcare
27
+ 0.51%
$83.01 - $101.02 $2.24K - $2.73K
5.37K $482K
Activity Summary
Buys All Purchases 677 New Holdings 491 Increased Positions 186 Sells All Sells 119 Reductions 119 Sold out 0 Options Calls 0 Puts 0
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