Rialto Wealth Management, LLC Purchases in Q4 2024

Rialto Wealth Management, LLC

  • $303 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
HYG
Ishares Tr

ETFs
19.7K
New
$78.09 - $80.04 $1.54M - $1.58M
19.7K $1.55B
IVE
Ishares S&P 500 Value ETF

ETFs
8.07K
New
$189.5 - $206.17 $1.53M - $1.66M
8.07K $1.54B
QQQ
Invesco Qqq Trust, Series 1

ETFs
2.82K
New
$481.22 - $538.17 $1.36M - $1.52M
2.82K $1.44B
SCHE
Schwab Strategic Tr Us Emergin

ETFs
50.9K
New
$26.63 - $30.23 $1.36M - $1.54M
50.9K $1.36B
FALN
Ishares Tr Fallen Angels Usd B

ETFs
48.8K
New
$26.55 - $27.32 $1.3M - $1.33M
48.8K $1.3B
SPHY
Spdr Ser Tr Spdr Portfolio Hig

ETFs
54.6K
New
$23.29 - $23.93 $1.27M - $1.31M
54.6K $1.28B
SYK
Stryker Corp

Healthcare
3.35K
New
$345.14 - $392.15 $1.15M - $1.31M
3.35K $1.2B
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
42.8K
New
$27.54 - $83.04 $1.18M - $3.56M
42.8K $1.19B
AVDE
American Centy ETF Tr Avantis

ETFs
18.6K
New
$60.9 - $66.69 $1.13M - $1.24M
18.6K $1.14B
SHYL
Dbx ETF Tr Deutsche X Trackers

ETFs
25.4K
New
$44.57 - $45.47 $1.13M - $1.16M
25.4K $1.14B
IUSB
Ishares Core Total Usd Bond Ma

ETFs
22.7K
New
$45.07 - $47.1 $1.03M - $1.07M
22.7K $1.03B
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
28.3K
New
$33.92 - $36.6 $959K - $1.03M
28.3K $978M
DFEM
Dimensional ETF Tr Emerging Mk

ETFs
36.8K
New
$26.16 - $28.82 $963K - $1.06M
36.8K $964M
ICE
Intercontinental Exchange, Inc.

Financial Services
6.21K
New
$148.29 - $166.93 $921K - $1.04M
6.21K $926M
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
1.47K
New
$563.99 - $620.12 $827K - $910K
1.47K $836M
RTX
Raytheon Technologies Corp

Industrials
7.11K
New
$114.45 - $127.21 $814K - $905K
7.11K $823M
SPIB
Spdr Portfolio Intermediate Te

ETFs
25K
New
$32.65 - $33.68 $815K - $841K
25K $818M
AMGN
Amgen Inc

Healthcare
2.95K
New
$258.78 - $328.31 $764K - $969K
2.95K $769M
IWM
Ishares Russell 2000 ETF

ETFs
3.4K
New
$216.13 - $242.4 $734K - $823K
3.4K $751M
VUG
Vanguard Growth ETF

ETFs
1.82K
New
$378.79 - $428.11 $688K - $777K
1.82K $745M
JBI
Janus International Group, Inc.

Industrials
96.7K
New
$7.02 - $10.41 $679K - $1.01M
96.7K $711M
SHOP
Shopify Inc.

Technology
6.57K
New
$78.14 - $119.49 $513K - $785K
6.57K $698M
IWD
Ishares Russell 1000 Val ETF

ETFs
3.65K
New
$183.23 - $199.79 $669K - $729K
3.65K $676M
AVEM
American Centy ETF Tr Avantis

ETFs
11.5K
New
$58.59 - $66.14 $672K - $758K
11.5K $674M
EFV
Msci Eafe Value ETF

ETFs
12.7K
New
$51.78 - $57.15 $657K - $726K
12.7K $666M
CARR
Carrier Global Corp

Industrials
9.57K
New
$66.69 - $82.65 $638K - $791K
9.57K $653M
VGSH
Vanguard

ETFs
11.1K
New
$58.02 - $58.88 $643K - $653K
11.1K $645M
IWN
Ishares Russell2000 Val ETF

ETFs
3.84K
New
$162.69 - $181.35 $625K - $697K
3.84K $631M
VOE
Vanguard Mid Cap Value Index F

ETFs
3.66K
New
$160.89 - $176.18 $588K - $644K
3.66K $591M
META
Meta Platforms, Inc.

Communication Services
998
New
$554.08 - $632.68 $553K - $631K
998 $585M
SLQD
Ishares 0 5 Year Investment Gr

ETFs
11.7K
New
$49.58 - $50.28 $581K - $589K
11.7K $583M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
1.21K
New
$442.29 - $483.08 $535K - $584K
1.21K $548M
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
23.7K
New
$22.39 - $23.45 $530K - $556K
23.7K $544M
SUB
Ishares Short Term National Mu

ETFs
5.07K
New
$104.94 - $106.2 $532K - $538K
5.07K $535M
FLOT
Ishares Tr Fltg Rate Nt ETF

ETFs
10.5K
New
$50.73 - $51.08 $531K - $535K
10.5K $533M
MRK
Merck & Co., Inc.

Healthcare
5.34K
New
$96.31 - $114.76 $515K - $613K
5.34K $532M
IVOG
Vanguard S&P Mid Cap 400 Growt

ETFs
4.52K
New
$112.69 - $123.97 $510K - $561K
4.52K $510M
IBHE
Ishares Ibonds 2025 Term High

ETFs
21.8K
New
$23.08 - $23.28 $503K - $508K
21.8K $506M
IWO
Ishares Russell 2000 Gwt ETF

ETFs
1.75K
New
$278.19 - $315.36 $487K - $552K
1.75K $504M
IWF
Ishares Russell 1000 Gr ETF

ETFs
1.24K
New
$370.24 - $418.94 $459K - $519K
1.24K $498M
PFF
Ishares Trust Ishares Pfd And

ETFs
15.7K
New
$31.23 - $33.51 $490K - $526K
15.7K $493M
SCHA
Schwab Strategic Tr Us Small C

ETFs
18.3K
New
$25.33 - $51.16 $463K - $935K
18.3K $473M
JPM
Jpmorgan Chase & CO

Financial Services
1.87K
New
$205.18 - $250.29 $384K - $468K
1.87K $448M
CVX
Chevron Corp

Energy
3.05K
New
$141.15 - $162.53 $431K - $496K
3.05K $442M
VTWV
Vanguard Russell 2000 Value Et

ETFs
3.05K
New
$143.69 - $159.92 $439K - $488K
3.05K $442M
DFAU
Dimensional ETF Tr

ETFs
10.6K
New
$39.27 - $42.38 $418K - $451K
10.6K $431M
AVUV
American Centy ETF Tr Avantis

ETFs
4.4K
New
$94.37 - $106.41 $415K - $468K
4.4K $425M
PEP
Pepsico Inc

Consumer Defensive
2.79K
New
$151.29 - $176.1 $421K - $490K
2.79K $423M
DISV
Dimensional ETF Tr Dimensional

ETFs
15.5K
New
$26.18 - $28.77 $405K - $445K
15.5K $411M
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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