Rialto Wealth Management, LLC Incresed Positions in Q2 2025

Rialto Wealth Management, LLC

  • $342 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
ARIS
Aris Water Solutions, Inc.

Utilities
7
+ 43.75%
$19.97 - $33.53 $140 - $235
23 $0
UGI
Ugi Corp

Utilities
5
+ 33.33%
$30.18 - $36.59 $151 - $183
20 $0
BNDX
Vanguard Total International B

ETFs
4
+ 19.05%
$48.77 - $49.55 $195 - $198
25 $1K
Vanguard Wellington Fd
24
+ 1.11%
N/A
2.19K $0
American Centy ETF Tr
5.52K
+ 33.38%
N/A
22K $0
WFRD
Weatherford International PLC

Energy
3
+ 30.0%
$39.17 - $54.26 $118 - $163
13 $0
ATKR
Atkore Inc.

Industrials
1
+ 12.5%
$52.02 - $71.15 $52 - $71.2
9 $0
VLO
Valero Energy Corp

Energy
1
+ 6.25%
$104.69 - $141.77 $105 - $142
17 $2K
Te Connectivity PLC
8
+ 17.02%
N/A
55 $0
UCTT
Ultra Clean Holdings, Inc.

Technology
5
+ 23.81%
$17.84 - $22.81 $89.2 - $114
26 $0
K
Kellogg CO

Consumer Defensive
6
+ 1.51%
$77.85 - $82.88 $467 - $497
404 $32K
JNPR
Juniper Networks Inc

Technology
6
+ 21.43%
$33.93 - $39.93 $204 - $240
34 $1K
CHD
Church & Dwight CO Inc

Consumer Defensive
5
+ 125.0%
$91.57 - $110.76 $458 - $554
9 $0
CLX
Clorox CO

Consumer Defensive
11
+ 23.91%
$118.01 - $148.69 $1.3K - $1.64K
57 $6K
CMS
Cms Energy Corp

Utilities
5
+ 71.43%
$68.57 - $75.51 $343 - $378
12 $0
Coherent Corp
7
+ 100.0%
N/A
14 $0
DTE
Dte Energy CO

Utilities
2
+ 50.0%
$127.39 - $139.49 $255 - $279
6 $0
Corpay Inc
3
+ 150.0%
N/A
5 $0
Kenvue Inc
25
+ 36.76%
N/A
93 $0
CC
Chemours CO

Basic Materials
40
+ 114.29%
$9.4 - $13.06 $376 - $522
75 $0
CAKE
Cheesecake Factory Inc

Consumer Cyclical
10
+ 1000.0%
$44.23 - $62.66 $442 - $627
11 $0
MHO
M/I Homes, Inc.

Consumer Cyclical
1
+ 25.0%
$103.9 - $115.72 $104 - $116
5 $0
Linde PLC
10
+ 166.67%
N/A
16 $0
LNC
Lincoln National Corp

Financial Services
13
+ 44.83%
$28.95 - $37.27 $376 - $485
42 $1K
Liberty Media Corp Del
1
+ 16.67%
N/A
7 $0
Ferguson Enterprises Inc
14
+ 350.0%
N/A
18 $0
Lam Research Corp
43
+ 537.5%
N/A
51 $0
GTLS
Chart Industries Inc

Industrials
2
+ 66.67%
$115.08 - $175.5 $230 - $351
5 $0
KLXE
Klx Energy Services Holdings, Inc.

Energy
120
+ 85.71%
$1.65 - $3.41 $198 - $409
260 $0
CRGY
Crescent Energy CO

Energy
20
+ 45.45%
$7.29 - $11.18 $146 - $224
64 $0
BRY
Berry Corp (Bry)

Energy
60
+ 40.0%
$2.17 - $3.3 $130 - $198
210 $0
CVS
Cvs Health Corp

Healthcare
7
+ 4.24%
$60.04 - $70.18 $420 - $491
172 $11K
FRT
Federal Realty Investment Trust

Real Estate
1
+ 20.0%
$83.56 - $99.08 $83.6 - $99.1
6 $0
DBX
Dropbox, Inc.

Technology
8
+ 40.0%
$25.42 - $29.7 $203 - $238
28 $0
EXPE
Expedia Group, Inc.

Consumer Cyclical
2
+ 66.67%
$136.63 - $176.62 $273 - $353
5 $0
EXC
Exelon Corp

Utilities
20
+ 80.0%
$42.2 - $47.37 $844 - $947
45 $1K
ETSY
Etsy Inc

Consumer Cyclical
4
+ 133.33%
$40.8 - $63.88 $163 - $256
7 $0
ESPR
Esperion Therapeutics, Inc.

Healthcare
297
+ 100.34%
$0.73 - $1.41 $217 - $419
593 $0
ELS
Equity Lifestyle Properties Inc

Real Estate
1
+ 14.29%
$61.46 - $68.02 $61.5 - $68
8 $0
DXC
Dxc Technology CO

Technology
16
+ 88.89%
$14.03 - $17.63 $224 - $282
34 $0
FISV
Fiserv Inc

Technology
1
+ 0.17%
N/A
606 $75K
FTV
Fortive Corp

Technology
4
+ 21.05%
$52.13 - $74.29 $209 - $297
23 $1K
Ge Healthcare Technologies I
7
+ 2.93%
N/A
246 $0
IP
International Paper CO

Consumer Cyclical
9
+ 90.0%
$43.89 - $54.46 $395 - $490
19 $0
INTC
Intel Corp

Technology
17
+ 0.6%
$18.13 - $22.69 $308 - $386
2.86K $64K
NGVT
Ingevity Corp

Basic Materials
3
+ 25.0%
$29.88 - $44.53 $89.6 - $134
15 $0
ILPT
Industrial Logistics Properties Trust

Real Estate
8
+ 5.52%
$2.51 - $4.74 $20.1 - $37.9
153 $0
HPQ
Hp Inc

Technology
54
+ 20.15%
$21.88 - $29.32 $1.18K - $1.58K
322 $7K
DPZ
Dominos Pizza Inc

Consumer Cyclical
1
+ 100.0%
$430.72 - $497.52 $431 - $498
2 $0
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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