Rialto Wealth Management, LLC New Holdings in Q4 2024

Rialto Wealth Management, LLC

  • $303 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
7.88K
New
$51.54 - $52.55 $406K - $414K
7.88K $407M
DFIS
Dimensional ETF Tr Dimensional

ETFs
16.5K
New
$24.25 - $26.7 $401K - $441K
16.5K $406M
CORP
Pimco Investment Grade Corp Bd

ETFs
4.21K
New
$95.1 - $99.41 $401K - $419K
4.21K $401M
VV
Vanguard Large Cap ETF

ETFs
1.42K
New
$260.27 - $280.65 $370K - $399K
1.42K $383M
GOOGL
Alphabet Inc.

Communication Services
1.99K
New
$161.86 - $196.66 $323K - $392K
1.99K $377M
DFAT
Dimensional ETF Tr U S Target

ETFs
6.69K
New
$54.54 - $61.04 $365K - $409K
6.69K $373M
HYS
Pimco ETF Tr 1 5 Yr High Yield

ETFs
3.97K
New
$93.52 - $95.37 $372K - $379K
3.97K $372M
BLV
Vanguard Bd Index Fd Inc Long

ETFs
5.37K
New
$68.25 - $75.42 $367K - $405K
5.37K $367M
OTIS
Otis Worldwide Corp

Industrials
3.89K
New
$92.57 - $106.01 $360K - $412K
3.89K $360M
MCD
Mcdonalds Corp

Consumer Cyclical
1.16K
New
$288.47 - $316.54 $336K - $368K
1.16K $337M
IWS
Ishares Russell Midcap Value E

ETFs
2.5K
New
$128.08 - $140.32 $321K - $351K
2.5K $324M
LNG
Cheniere Energy, Inc.

Energy
1.5K
New
$181.07 - $225.92 $272K - $339K
1.5K $322M
BSV
Vanguard Bd Index Fd Inc Short

ETFs
4.15K
New
$77.02 - $78.58 $319K - $326K
4.15K $320M
JNJ
Johnson & Johnson

Healthcare
2.21K
New
$143.34 - $165.86 $317K - $367K
2.21K $320M
IYW
Ishares Dj Us Tech ETF

ETFs
2K
New
$148.14 - $166.23 $296K - $332K
2K $319M
XOM
Exxon Mobil Corp

Energy
2.96K
New
$105.51 - $125.37 $313K - $372K
2.96K $319M
XLU
Utilities Sector Spdr

ETFs
4.08K
New
$74.89 - $82.93 $306K - $339K
4.08K $309M
FNCL
Fidelity Covington Tr Msci Fin

ETFs
4.38K
New
$63.19 - $73.31 $277K - $321K
4.38K $301M
DIS
Walt Disney CO

Communication Services
2.64K
New
$92.39 - $117.6 $244K - $310K
2.64K $294M
CRM
Salesforce, Inc.

Technology
877
New
$270.87 - $367.87 $238K - $323K
877 $293M
VTV
Vanguard Value ETF

ETFs
1.72K
New
$168.32 - $181.87 $289K - $312K
1.72K $291M
DFAI
Dimensional ETF Tr

ETFs
9.88K
New
$29.0 - $31.6 $286K - $312K
9.88K $288M
VONG
Vanguard Russell 1000 Growth E

ETFs
2.76K
New
$95.27 - $107.82 $263K - $298K
2.76K $285M
DFSV
Dimensional ETF Tr Dimensional

ETFs
9.14K
New
$30.18 - $33.87 $276K - $310K
9.14K $281M
ITOT
Ishares Core S&P Total U.S. St

ETFs
2.17K
New
$124.26 - $134.12 $270K - $291K
2.17K $279M
VPU
Vanguard Utilities ETF

ETFs
1.66K
New
$160.52 - $179.11 $266K - $297K
1.66K $271M
XLK
Technology Sector Spdr

ETFs
1.16K
New
$220.26 - $241.44 $256K - $281K
1.16K $270M
RXO
Rxo, Inc.
11.2K
New
$23.46 - $31.9 $262K - $357K
11.2K $267M
VT
Vanguard Total World Stk Index

ETFs
2.26K
New
$117.09 - $123.07 $265K - $278K
2.26K $265M
V
Visa Inc.

Financial Services
840
New
$273.87 - $320.91 $230K - $270K
840 $265M
SPAB
Spdr Portfolio Aggregate Bond

ETFs
10.5K
New
$24.94 - $26.14 $261K - $273K
10.5K $261M
HD
Home Depot, Inc.

Consumer Cyclical
670
New
$385.02 - $431.37 $258K - $289K
670 $261M
Vanguard Malvern Fds
3.43K
New
N/A
3.43K $260M
DVY
Ishares Tr

ETFs
1.97K
New
$129.55 - $143.41 $255K - $282K
1.97K $258M
American Centy ETF Tr
3.81K
New
N/A
3.81K $249M
FHLC
Fidelity Covington Tr Msci Hea

ETFs
3.74K
New
$64.85 - $73.04 $243K - $273K
3.74K $245M
BSCR
Invesco Et Self Idxd Fd Tr Bul

ETFs
12.5K
New
$19.42 - $19.76 $243K - $247K
12.5K $244M
IWB
Ishares Tr Russell 1000 ETF

ETFs
754
New
$311.11 - $335.64 $235K - $253K
754 $243M
MUB
Ishares National Muni Bond ETF

ETFs
2.28K
New
$105.78 - $108.7 $241K - $248K
2.28K $243M
SCHH
Schwab Strategic U.S. Reit ETF

ETFs
11.5K
New
$20.55 - $23.26 $236K - $267K
11.5K $242M
AN
Autonation, Inc.

Consumer Cyclical
1.42K
New
$155.47 - $182.16 $221K - $259K
1.42K $241M
FLRN
Spdr Bloomberg Investment Grad

ETFs
7.5K
New
$30.67 - $30.84 $230K - $231K
7.5K $230M
HSY
Hershey CO

Consumer Defensive
1.31K
New
$168.67 - $193.65 $220K - $253K
1.31K $221M
Vanguard Wellington Fd
2.17K
New
N/A
2.17K $218M
Cooper Cos Inc
2.34K
New
N/A
2.34K $215M
PG
Procter & Gamble CO

Consumer Defensive
1.28K
New
$161.05 - $179.7 $206K - $230K
1.28K $214M
SCHV
Schwab Strategic Tr Us Large C

ETFs
8.03K
New
$25.79 - $80.4 $207K - $646K
8.03K $209M
VSS
Vanguard Intl Eqty Ftse All Wo

ETFs
1.81K
New
$114.08 - $125.68 $206K - $227K
1.81K $207M
ABBV
Abb Vie Inc.

Healthcare
1.09K
New
$164.99 - $203.87 $179K - $222K
1.09K $193M
Activity Summary
Buys All Purchases 521 New Holdings 521 Increased Positions 0 Sells All Sells 0 Reductions 0 Sold out 0 Options Calls 0 Puts 0
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