Rialto Wealth Management, LLC Reduced Holdings in Q2 2025

Rialto Wealth Management, LLC

  • $342 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
BND
Vanguard Bd Index Fd Inc Total

ETFs
-24.7K
- 14.11%
$72.02 - $73.82 $1.78M - $1.82M
151K $11.1M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
-7.42K
- 14.56%
$50.36 - $50.68 $374K - $376K
43.6K $2.21M
AAPL
Apple Inc.

Technology
-92
- 0.59%
$172.42 - $223.89 $15.9K - $20.6K
15.5K $3.18M
CVX
Chevron Corp

Energy
-716
- 30.26%
$133.73 - $168.51 $95.8K - $121K
1.65K $236K
FHLC
Fidelity Covington Tr Msci Hea

ETFs
-2.11K
- 69.4%
$61.03 - $67.59 $129K - $143K
931 $59K
DVY
Ishares Tr

ETFs
-845
- 43.74%
$118.37 - $134.86 $100K - $114K
1.09K $144K
SCHO
Schwab Short Term Us Treasury

ETFs
-4.32K
- 3.94%
$24.19 - $24.45 $104K - $106K
105K $2.57M
HSY
Hershey CO

Consumer Defensive
-489
- 54.03%
$151.29 - $173.13 $74K - $84.7K
416 $69K
FALN
Ishares Tr Fallen Angels Usd B

ETFs
-3.16K
- 6.49%
$25.27 - $27.14 $80K - $85.9K
45.6K $1.24M
VIG
Vanguard Dividend Appreciation

ETFs
-336
- 40.43%
N/A
495 $90K
MRK
Merck & Co., Inc.

Healthcare
-24
- 0.45%
$73.47 - $87.12 $1.76K - $2.09K
5.35K $423K
IYF
Ishares Tr

ETFs
-490
- 81.4%
$99.23 - $120.99 $48.6K - $59.3K
112 $13K
BMY
Bristol Myers Squibb CO

Healthcare
-701
- 47.72%
$44.12 - $59.6 $30.9K - $41.8K
768 $35K
T
At&T Inc.

Communication Services
-1.97K
- 46.17%
$26.33 - $28.94 $51.8K - $56.9K
2.29K $66K
XLU
Utilities Sector Spdr

ETFs
-779
- 23.16%
$73.09 - $82.77 $56.9K - $64.5K
2.59K $211K
IWF
Ishares Russell 1000 Gr ETF

ETFs
-285
- 22.98%
$320.42 - $424.58 $91.3K - $121K
955 $405K
HYG
Ishares Tr

ETFs
-918
- 4.85%
$75.75 - $80.65 $69.5K - $74K
18K $1.45M
UNH
Unitedhealth Group Inc

Healthcare
-44
- 36.67%
$274.35 - $599.47 $12.1K - $26.4K
76 $23K
IVOG
Vanguard S&P Mid Cap 400 Growt

ETFs
-644
- 16.78%
$91.51 - $113.03 $58.9K - $72.8K
3.19K $361K
BLV
Vanguard Bd Index Fd Inc Long

ETFs
-468
- 12.82%
$66.5 - $71.25 $31.1K - $33.3K
3.18K $221K
VPU
Vanguard Utilities ETF

ETFs
-192
- 11.63%
$158.36 - $178.82 $30.4K - $34.3K
1.46K $257K
SLYG
Spdr S&P 600 Small Cap Growth

ETFs
-300
- 27.6%
$72.61 - $88.75 $21.8K - $26.6K
787 $69K
CMCSA
Comcast Corp

Communication Services
-476
- 70.0%
$32.84 - $36.72 $15.6K - $17.5K
204 $7K
XLF
Financial Sector Spdr

ETFs
-487
- 20.4%
$43.92 - $52.37 $21.4K - $25.5K
1.9K $99K
GWX
Spdr Index Shs Fd Spdr S&P Int

ETFs
-748
- 26.85%
$28.98 - $37.18 $21.7K - $27.8K
2.04K $75K
FLRN
Spdr Bloomberg Investment Grad

ETFs
-344
- 11.64%
$30.29 - $30.83 $10.4K - $10.6K
2.61K $80K
PAYX
Paychex Inc

Industrials
-1
- 0.1%
$137.01 - $159.78 $137 - $160
1.05K $152K
SPAB
Spdr Portfolio Aggregate Bond

ETFs
-350
- 3.31%
$24.98 - $25.66 $8.74K - $8.98K
10.2K $261K
LLY
Eli Lilly & CO

Healthcare
-1
- 0.6%
$713.71 - $898.95 $714 - $899
166 $129K
AFL
Aflac Inc

Financial Services
-37
- 9.14%
$99.77 - $112.45 $3.69K - $4.16K
368 $38K
UPS
United Parcel Service Inc

Industrials
-43
- 27.56%
$91.92 - $110.2 $3.95K - $4.74K
113 $11K
BBIO
Bridge Bio Pharma, Inc.

Healthcare
-212
- 49.42%
$30.14 - $45.12 $6.39K - $9.57K
217 $9K
CSX
Csx Corp

Industrials
-170
- 69.39%
$26.69 - $32.91 $4.54K - $5.59K
75 $2K
FBHS
Fortune Brands Home & Security, Inc.

Industrials
-86
- 95.56%
N/A
4 $0
EWC
Ishares Msci Canada ETF

ETFs
-165
- 37.25%
$37.17 - $46.2 $6.13K - $7.62K
278 $12K
BSCP
Invesco Et Seld Idxd Fd Tr Bul

ETFs
-220
- 5.52%
$20.66 - $20.74 $4.55K - $4.56K
3.77K $77K
ACN
Accenture PLC

Technology
-3
- 1.2%
$279.23 - $323.21 $838 - $970
248 $74K
VEU
Vanguard Ftse All World Ex Us

ETFs
-57
- 36.54%
$54.19 - $67.22 $3.09K - $3.83K
99 $6K
PKG
Packaging Corp Of America

Consumer Cyclical
-1
- 0.35%
$175.97 - $201.36 $176 - $201
284 $53K
AJG
Arthur J. Gallagher & Co.

Financial Services
-3
- 4.92%
$310.86 - $348.77 $933 - $1.05K
58 $18K
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
-37
- 0.14%
$91.43 - $91.74 $3.38K - $3.39K
26.7K $2.45M
SF
Stifel Financial Corp

Financial Services
-27
- 79.41%
$76.49 - $103.78 $2.07K - $2.8K
7 $0
APO
Apollo Global Management, Inc.

Financial Services
-19
- 82.61%
$108.68 - $145.07 $2.06K - $2.76K
4 $0
CAG
Conagra Brands Inc.

Consumer Defensive
-50
- 65.79%
$20.4 - $26.78 $1.02K - $1.34K
26 $0
DKS
Dick'S Sporting Goods, Inc.

Consumer Cyclical
-7
- 5.0%
$167.22 - $212.42 $1.17K - $1.49K
133 $26K
BIIB
Biogen Inc.

Healthcare
-10
- 62.5%
$113.38 - $135.49 $1.13K - $1.35K
6 $0
LYB
Lyondell Basell Industries N.V.

Basic Materials
-28
- 82.35%
$53.23 - $70.65 $1.49K - $1.98K
6 $0
FITB
Fifth Third Bancorp

Financial Services
-46
- 41.44%
$33.32 - $41.51 $1.53K - $1.91K
65 $2K
ALLY
Ally Financial Inc.

Financial Services
-41
- 69.49%
$30.09 - $38.95 $1.23K - $1.6K
18 $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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