Rialto Wealth Management, LLC New Holdings in Q1 2025

Rialto Wealth Management, LLC

  • $307 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
BSJR
Invesco Indx Tr

ETFs
2.21K
New
$22.4 - $22.69 $49.5K - $50.2K
2.21K $49K
BKNG
Booking Holdings Inc.

Consumer Cyclical
5
New
$4295.4 - $5141.88 $21.5K - $25.7K
5 $23K
AJG
Arthur J. Gallagher & Co.

Financial Services
61
New
$275.89 - $345.24 $16.8K - $21.1K
61 $21K
AZN
Astrazeneca PLC

Healthcare
250
New
$65.37 - $77.96 $16.3K - $19.5K
250 $18K
CI
Cigna Corp

Healthcare
47
New
$274.49 - $329.0 $12.9K - $15.5K
47 $15K
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
275
New
$54.25 - $57.64 $14.9K - $15.9K
275 $15K
TFC
Truist Financial Corp

Financial Services
345
New
$39.48 - $48.15 $13.6K - $16.6K
345 $14K
SPGI
S&P Global Inc.

Financial Services
29
New
$478.26 - $543.77 $13.9K - $15.8K
29 $14K
ELV
Elevance Health, Inc.

Healthcare
31
New
$365.9 - $436.25 $11.3K - $13.5K
31 $13K
FTEC
Fidelity Covington Tr Msci Inf

ETFs
51
New
$161.27 - $192.3 $8.22K - $9.81K
51 $8K
FBHS
Fortune Brands Home & Security, Inc.

Industrials
90
New
N/A
90 $5K
DG
Dollar General Corp

Consumer Defensive
50
New
$68.44 - $87.93 $3.42K - $4.4K
50 $4K
PBYI
Puma Biotechnology, Inc.

Healthcare
1.45K
New
$2.76 - $3.88 $4K - $5.63K
1.45K $4K
FITB
Fifth Third Bancorp

Financial Services
111
New
$37.48 - $44.96 $4.16K - $4.99K
111 $4K
SSB
South State Corp

Financial Services
33
New
$89.4 - $108.33 $2.95K - $3.57K
33 $3K
DE
Deere & CO

Industrials
7
New
$408.57 - $509.27 $2.86K - $3.56K
7 $3K
APO
Apollo Global Management, Inc.

Financial Services
23
New
$126.01 - $172.06 $2.9K - $3.96K
23 $3K
PCAR
Paccar Inc

Industrials
34
New
$96.91 - $112.51 $3.29K - $3.83K
34 $3K
HYMB
Spdr Nuveen Bloomberg High Yie

ETFs
135
New
$25.12 - $26.05 $3.39K - $3.52K
135 $3K
MS
Morgan Stanley

Financial Services
28
New
$111.68 - $141.08 $3.13K - $3.95K
28 $3K
TMO
Thermo Fisher Scientific Inc.

Healthcare
8
New
$497.6 - $606.74 $3.98K - $4.85K
8 $3K
SF
Stifel Financial Corp

Financial Services
34
New
$91.62 - $117.6 $3.12K - $4K
34 $3K
NOW
Service Now, Inc.

Technology
4
New
$783.83 - $1170.39 $3.14K - $4.68K
4 $3K
COF
Capital One Financial Corp

Financial Services
13
New
$163.87 - $209.82 $2.13K - $2.73K
13 $2K
EQIX
Equinix Inc

Real Estate
3
New
$803.0 - $959.97 $2.41K - $2.88K
3 $2K
RS
Reliance Steel & Aluminum CO

Basic Materials
7
New
$266.61 - $302.66 $1.87K - $2.12K
7 $2K
CINF
Cincinnati Financial Corp

Financial Services
14
New
$133.67 - $147.81 $1.87K - $2.07K
14 $2K
HON
Honeywell International Inc

Industrials
13
New
$202.75 - $226.52 $2.64K - $2.94K
13 $2K
CPT
Camden Property Trust

Real Estate
19
New
$109.16 - $125.53 $2.07K - $2.39K
19 $2K
SCI
Service Corp International

Consumer Cyclical
33
New
$75.99 - $84.16 $2.51K - $2.78K
33 $2K
GL
Globe Life Inc.

Financial Services
16
New
$111.2 - $131.72 $1.78K - $2.11K
16 $2K
TOL
Toll Brothers, Inc.

Consumer Cyclical
22
New
$103.02 - $140.69 $2.27K - $3.1K
22 $2K
KMX
Carmax Inc

Consumer Cyclical
29
New
$69.25 - $89.19 $2.01K - $2.59K
29 $2K
BSX
Boston Scientific Corp

Healthcare
26
New
$89.38 - $106.18 $2.32K - $2.76K
26 $2K
PKI
Perkinelmer Inc

Healthcare
18
New
N/A
18 $2K
CG
Carlyle Group Inc.

Financial Services
46
New
$40.03 - $56.96 $1.84K - $2.62K
46 $2K
BXP
Boston Properties Inc

Real Estate
40
New
$63.97 - $74.91 $2.56K - $3K
40 $2K
SCHW
Schwab Charles Corp

Financial Services
38
New
$71.24 - $83.64 $2.71K - $3.18K
38 $2K
BIIB
Biogen Inc.

Healthcare
16
New
$133.43 - $153.27 $2.13K - $2.45K
16 $2K
GIS
General Mills Inc

Consumer Defensive
40
New
$57.56 - $65.3 $2.3K - $2.61K
40 $2K
CHK
Chesapeake Energy Corp

Energy
24
New
N/A
24 $2K
VLO
Valero Energy Corp

Energy
16
New
$121.76 - $142.99 $1.95K - $2.29K
16 $2K
PRI
Primerica, Inc.

Financial Services
8
New
$271.41 - $296.43 $2.17K - $2.37K
8 $2K
MSI
Motorola Solutions, Inc.

Technology
6
New
$411.73 - $482.1 $2.47K - $2.89K
6 $2K
AWK
American Water Works Company, Inc.

Utilities
14
New
$121.01 - $149.31 $1.69K - $2.09K
14 $2K
WBS
Webster Financial Corp

Financial Services
53
New
$47.55 - $61.41 $2.52K - $3.25K
53 $2K
SJM
J M Smucker CO

Consumer Defensive
17
New
$100.41 - $118.41 $1.71K - $2.01K
17 $2K
LYB
Lyondell Basell Industries N.V.

Basic Materials
34
New
$69.82 - $78.67 $2.37K - $2.67K
34 $2K
DOW
Dow Inc.

Basic Materials
82
New
$34.36 - $41.92 $2.82K - $3.44K
82 $2K
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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