Rialto Wealth Management, LLC Sells in Q1 2025

Rialto Wealth Management, LLC

  • $307 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-70
- 0.18%
$507.05 - $563.67 $35.5K - $39.5K
38.9K $19.9M
VONE
Vanguard Russell 1000 ETF

ETFs
-312
- 0.86%
$250.16 - $278.79 $78K - $87K
35.9K $9.06M
IVV
Ishares Core S&P 500 ETF

ETFs
-251
- 1.75%
$554.06 - $615.85 $139K - $155K
14.1K $7.85M
SCHC
Schwab Strategic Tr Intl Small

ETFs
-5.64K
- 2.83%
$33.57 - $37.22 $189K - $210K
193K $6.99M
VB
Vanguard Small Cap ETF

ETFs
-3
- 0.01%
$217.89 - $252.64 $654 - $758
24.8K $5.5M
VO
Vanguard Mid Cap ETF

ETFs
-213
- 0.98%
$251.87 - $277.95 $53.6K - $59.2K
21.6K $5.55M
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
-30.8K
- 53.54%
$91.45 - $91.75 $2.81M - $2.82M
26.7K $2.45M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
-2.64K
- 0.99%
$18.36 - $20.51 $48.5K - $54.1K
264K $5.26M
VCIT
Vanguard Intermediate Term Cor

ETFs
-101
- 0.18%
$79.17 - $82.04 $8K - $8.29K
56.8K $4.64M
DFIC
Dimensional ETF Tr Dimensional

ETFs
-1.45K
- 0.89%
$25.54 - $28.79 $37.1K - $41.9K
163K $4.56M
VONV
Vanguard Russell 1000 Value Et

ETFs
-61
- 0.14%
$80.21 - $86.14 $4.89K - $5.25K
44.7K $3.66M
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
-2.14K
- 1.42%
$22.46 - $23.26 $48.1K - $49.8K
149K $3.45M
VTI
Vanguard Total Stock Market Et

ETFs
-281
- 2.7%
$271.18 - $303.12 $76.2K - $85.2K
10.1K $2.77M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
-4.55K
- 3.56%
$21.23 - $23.75 $96.7K - $108K
123K $2.65M
MDYV
Spdr S&P 400 Mid Cap Value ETF

ETFs
-1.06K
- 3.01%
$75.47 - $84.24 $79.6K - $88.9K
34K $2.61M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
-2.99K
- 5.54%
$50.39 - $50.66 $151K - $152K
51K $2.58M
VNQ
Vanguard Specialized Funds Van

ETFs
-227
- 0.8%
$85.55 - $94.34 $19.4K - $21.4K
28.3K $2.54M
IWV
Ishares Russell 3000 ETF

ETFs
-138
- 1.99%
$313.1 - $349.83 $43.2K - $48.3K
6.79K $2.14M
SLYV
Spdr S&P 600 Small Cap Value E

ETFs
-16
- 0.06%
$77.33 - $90.16 $1.24K - $1.44K
25.8K $2.01M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-441
- 0.87%
$42.5 - $46.71 $18.7K - $20.6K
50.4K $2.28M
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
-247
- 0.7%
$59.28 - $66.1 $14.6K - $16.3K
35K $2.25M
SCHX
Schwab Strategic Tr Us Large C

ETFs
-231
- 0.25%
$21.75 - $24.28 $5.02K - $5.61K
90.6K $1.99M
HIW
Highwoods Properties, Inc.

Real Estate
-3.26K
- 5.38%
$27.69 - $30.78 $90.2K - $100K
57.3K $1.67M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
-979
- 2.69%
$49.25 - $50.66 $48.2K - $49.6K
35.4K $1.75M
DFUV
Dimensional ETF Tr Us Marketwi

ETFs
-796
- 1.93%
$39.96 - $43.3 $31.8K - $34.5K
40.5K $1.66M
SPYG
Spdr Portfolio

ETFs
-54
- 0.28%
$80.05 - $92.39 $4.32K - $4.99K
19K $1.52M
JNK
Spdr Bloomberg High Yield Bond

ETFs
-274
- 1.64%
$94.86 - $97.12 $26K - $26.6K
16.4K $1.57M
ISTB
Ihares Core 1 5 Years Usd Bond

ETFs
-647
- 1.98%
$47.59 - $48.35 $30.8K - $31.3K
32K $1.55M
HYG
Ishares Tr

ETFs
-767
- 3.89%
$78.51 - $80.11 $60.2K - $61.4K
18.9K $1.49M
QQQ
Invesco Qqq Trust, Series 1

ETFs
-737
- 26.11%
$468.34 - $539.52 $345K - $398K
2.09K $978K
SCHE
Schwab Strategic Tr Us Emergin

ETFs
-1.69K
- 3.31%
$25.81 - $28.52 $43.5K - $48.1K
49.2K $1.36M
FALN
Ishares Tr Fallen Angels Usd B

ETFs
-80
- 0.16%
$26.64 - $27.14 $2.13K - $2.17K
48.7K $1.31M
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
-7.18K
- 16.77%
$25.58 - $29.24 $184K - $210K
35.6K $932K
SHYL
Dbx ETF Tr Deutsche X Trackers

ETFs
-778
- 3.06%
$44.41 - $45.43 $34.6K - $35.3K
24.6K $1.1M
IUSB
Ishares Core Total Usd Bond Ma

ETFs
-734
- 3.23%
$44.72 - $46.25 $32.8K - $33.9K
22K $1.01M
SPIB
Spdr Portfolio Intermediate Te

ETFs
-4.35K
- 17.41%
$32.5 - $33.3 $141K - $145K
20.6K $685K
IWM
Ishares Russell 2000 ETF

ETFs
-22
- 0.65%
$198.1 - $229.79 $4.36K - $5.06K
3.38K $676K
SHOP
Shopify Inc.

Technology
-28
- 0.43%
$90.59 - $129.31 $2.54K - $3.62K
6.54K $632K
EFV
Msci Eafe Value ETF

ETFs
-32
- 0.25%
$51.88 - $60.73 $1.66K - $1.94K
12.7K $753K
IWN
Ishares Russell2000 Val ETF

ETFs
-143
- 3.72%
$149.27 - $169.4 $21.3K - $24.2K
3.7K $559K
VOE
Vanguard Mid Cap Value Index F

ETFs
-340
- 9.3%
$156.61 - $168.02 $53.2K - $57.1K
3.32K $527K
SLQD
Ishares 0 5 Year Investment Gr

ETFs
-109
- 0.93%
$49.6 - $50.28 $5.41K - $5.48K
11.6K $583K
IVOG
Vanguard S&P Mid Cap 400 Growt

ETFs
-685
- 15.14%
$101.13 - $119.79 $69.3K - $82.1K
3.84K $396K
IBHE
Ishares Ibonds 2025 Term High

ETFs
-6.56K
- 30.09%
$23.16 - $23.32 $152K - $153K
15.2K $354K
IWO
Ishares Russell 2000 Gwt ETF

ETFs
-28
- 1.6%
$254.58 - $302.92 $7.13K - $8.48K
1.72K $443K
PFF
Ishares Trust Ishares Pfd And

ETFs
-1.82K
- 11.6%
$30.73 - $32.26 $55.9K - $58.7K
13.9K $428K
JPM
Jpmorgan Chase & CO

Financial Services
-976
- 52.19%
$225.19 - $279.95 $220K - $273K
894 $219K
CVX
Chevron Corp

Energy
-688
- 22.53%
$146.71 - $167.97 $101K - $116K
2.37K $395K
VTWV
Vanguard Russell 2000 Value Et

ETFs
-25
- 0.82%
$131.51 - $149.24 $3.29K - $3.73K
3.03K $403K
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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