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
PEP
Pepsico Inc

Consumer Defensive
-411
- 14.76%
$142.64 - $156.42 $58.6K - $64.3K
2.37K $355K
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
-2
- 0.03%
$51.52 - $52.37 $103 - $105
7.88K $412K
DFAT
Dimensional ETF Tr U S Target

ETFs
-689
- 10.29%
$50.44 - $58.1 $34.8K - $40K
6K $309K
BLV
Vanguard Bd Index Fd Inc Long

ETFs
-1.72K
- 32.01%
$66.9 - $71.57 $115K - $123K
3.65K $255K
MCD
Mcdonalds Corp

Consumer Cyclical
-492
- 42.27%
$279.74 - $321.29 $138K - $158K
672 $209K
IWS
Ishares Russell Midcap Value E

ETFs
-1.16K
- 46.49%
$122.59 - $135.24 $143K - $157K
1.34K $167K
XLU
Utilities Sector Spdr

ETFs
-720
- 17.63%
$74.7 - $80.27 $53.8K - $57.8K
3.36K $262K
VTV
Vanguard Value ETF

ETFs
-91
- 5.3%
$167.73 - $179.21 $15.3K - $16.3K
1.63K $277K
DFSV
Dimensional ETF Tr Dimensional

ETFs
-1.41K
- 15.46%
$27.56 - $32.1 $38.9K - $45.4K
7.73K $217K
ITOT
Ishares Core S&P Total U.S. St

ETFs
-50
- 2.3%
$120.29 - $134.6 $6.01K - $6.73K
2.12K $257K
VT
Vanguard Total World Stk Index

ETFs
-11
- 0.49%
$115.08 - $123.97 $1.27K - $1.36K
2.25K $260K
DVY
Ishares Tr

ETFs
-36
- 1.83%
$128.58 - $138.1 $4.63K - $4.97K
1.93K $256K
FHLC
Fidelity Covington Tr Msci Hea

ETFs
-700
- 18.71%
$65.44 - $70.64 $45.8K - $49.4K
3.04K $206K
BSCR
Invesco Et Self Idxd Fd Tr Bul

ETFs
-605
- 4.84%
$19.43 - $19.62 $11.8K - $11.9K
11.9K $233K
FLRN
Spdr Bloomberg Investment Grad

ETFs
-4.54K
- 60.57%
$30.71 - $30.87 $139K - $140K
2.96K $91K
HSY
Hershey CO

Consumer Defensive
-400
- 30.65%
$144.74 - $186.36 $57.9K - $74.5K
905 $154K
VSS
Vanguard Intl Eqty Ftse All Wo

ETFs
-50
- 2.77%
$110.75 - $119.78 $5.54K - $5.99K
1.76K $204K
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
-776
- 13.75%
$33.84 - $37.77 $26.3K - $29.3K
4.87K $178K
VIOV
Vanguard S&P Small Cap 600 Val

ETFs
-40
- 2.18%
$82.81 - $96.53 $3.31K - $3.86K
1.8K $150K
GOOG
Alphabet Inc.

Communication Services
-350
- 39.77%
$156.06 - $207.71 $54.6K - $72.7K
530 $82K
VOOG
Vanguard S&P 500 Growth ETF

ETFs
-24
- 5.63%
$333.37 - $384.99 $8K - $9.24K
402 $134K
IWP
Ishares Russell Mid Cap Growth

ETFs
-43
- 3.5%
$114.9 - $139.6 $4.94K - $6K
1.19K $139K
DFAE
Dimensional ETF Tr

ETFs
-4.78K
- 78.18%
$24.64 - $26.86 $118K - $128K
1.33K $34K
GE
General Electric CO

Industrials
-60
- 6.83%
$168.59 - $212.13 $10.1K - $12.7K
818 $163K
VZ
Verizon Communications Inc

Communication Services
-950
- 26.27%
$37.81 - $46.49 $35.9K - $44.2K
2.67K $120K
UNH
Unitedhealth Group Inc

Healthcare
-161
- 57.3%
$461.52 - $548.18 $74.3K - $88.3K
120 $62K
VGT
Vanguard Information Technolog

ETFs
-85
- 38.29%
$542.38 - $646.34 $46.1K - $54.9K
137 $74K
IVOV
Vanguard S&P Mid Cap 400 Value

ETFs
-22
- 1.63%
$89.89 - $100.28 $1.98K - $2.21K
1.33K $121K
AMD
Advanced Micro Devices Inc

Technology
-22
- 2.1%
$96.63 - $129.55 $2.13K - $2.85K
1.03K $105K
VDE
Vanguard Energy ETF

ETFs
-269
- 29.92%
$119.14 - $132.76 $32K - $35.7K
630 $80K
SPSB
Spdr Portfolio Short Term Corp

ETFs
-81
- 2.42%
$29.82 - $30.1 $2.42K - $2.44K
3.27K $98K
JHMD
John Hancock ETF Tr Multifacto

ETFs
-389
- 13.23%
$31.74 - $36.18 $12.3K - $14.1K
2.55K $89K
WMT
Walmart Inc.

Consumer Defensive
-76
- 7.97%
$84.5 - $105.05 $6.42K - $7.98K
878 $77K
BMY
Bristol Myers Squibb CO

Healthcare
-17
- 1.14%
$53.9 - $63.11 $916 - $1.07K
1.47K $89K
PLTR
Palantir Technologies Inc.

Technology
-118
- 10.67%
$64.98 - $124.62 $7.67K - $14.7K
988 $83K
SHY
Ishares Barclays 1 3 Year Trea

ETFs
-164
- 17.94%
$81.83 - $82.73 $13.4K - $13.6K
750 $62K
LOW
Lowes Companies Inc

Consumer Cyclical
-27
- 9.64%
$222.66 - $268.42 $6.01K - $7.25K
253 $59K
ORCL
Oracle Corp

Technology
-31
- 7.64%
$139.81 - $186.47 $4.33K - $5.78K
375 $52K
OKE
Oneok Inc

Energy
-568
- 96.93%
$89.57 - $109.85 $50.9K - $62.4K
18 $1K
DFAS
Dimensional ETF Tr U S Small C

ETFs
-33
- 4.6%
$58.81 - $68.2 $1.94K - $2.25K
684 $40K
MGC
Vanguard Mega Cap ETF

ETFs
-7
- 3.33%
$199.2 - $222.69 $1.39K - $1.56K
203 $40K
ESGD
Ishares Trust Ishares Esg Awar

ETFs
-11
- 1.95%
$75.32 - $84.77 $829 - $932
553 $45K
VUSB
Vanguard Bd Index Fds
-254
- 37.35%
N/A
426 $0
DGRO
Ishares Core Dividend Growth E

ETFs
-57
- 10.67%
$60.46 - $64.42 $3.45K - $3.67K
477 $29K
VXF
Vanguard Extended Market ETF

ETFs
-21
- 12.88%
$170.36 - $201.04 $3.58K - $4.22K
142 $24K
ABT
Abbott Laboratories

Healthcare
-14
- 5.56%
$111.1 - $140.22 $1.56K - $1.96K
238 $31K
IBMQ
Ishares Tr Ibonds Dec 2028 Ter

ETFs
-127
- 13.3%
$25.08 - $25.39 $3.19K - $3.22K
828 $20K
TEX
Terex Corp

Industrials
-352
- 68.88%
$37.65 - $48.97 $13.3K - $17.2K
159 $6K
GSIE
Goldman Sachs ETF Tr Activebet

ETFs
-65
- 10.25%
N/A
569 $17K
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
Track This Portfolio

Track Rialto Wealth Management, LLC Portfolio

Follow Rialto Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Rialto Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Rialto Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email