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
JHMD
John Hancock ETF Tr Multifacto

ETFs
2.94K
New
$32.06 - $35.14 $94.3K - $103K
2.94K $94.3M
GILD
Gilead Sciences, Inc.

Healthcare
1K
New
$83.95 - $97.9 $84K - $97.9K
1K $92.4M
XLF
Financial Sector Spdr

ETFs
1.9K
New
$44.89 - $51.34 $85.3K - $97.5K
1.9K $91.8M
JEPI
J P Morgan Exchange Traded Fd

ETFs
1.59K
New
$57.53 - $60.83 $91.4K - $96.7K
1.59K $91.4M
TER
Teradyne, Inc

Technology
722
New
$102.58 - $133.62 $74.1K - $96.5K
722 $90.9M
KKR
Kkr & Co. Inc.

Financial Services
600
New
$129.87 - $162.87 $77.9K - $97.7K
600 $88.7M
NBTB
Nbt Bancorp Inc

Financial Services
1.83K
New
$42.64 - $52.33 $78K - $95.7K
1.83K $87.4M
APD
Air Products & Chemicals, Inc.

Basic Materials
301
New
$285.5 - $335.62 $85.9K - $101K
301 $87.3M
GWX
Spdr Index Shs Fd Spdr S&P Int

ETFs
2.79K
New
$30.93 - $33.94 $86.2K - $94.6K
2.79K $86.3M
WMT
Walmart Inc.

Consumer Defensive
954
New
$79.1 - $95.7 $75.5K - $91.3K
954 $86.2M
PSX
Phillips 66

Energy
744
New
$110.35 - $138.93 $82.1K - $103K
744 $84.8M
MU
Micron Technology Inc

Technology
1K
New
$84.16 - $113.41 $84.2K - $113K
1K $84.2M
BMY
Bristol Myers Squibb CO

Healthcare
1.49K
New
$51.92 - $59.94 $77.2K - $89.1K
1.49K $84M
INDA
Ishares Msci India Index Fund

ETFs
1.59K
New
$52.64 - $58.16 $83.9K - $92.7K
1.59K $83.9M
PLTR
Palantir Technologies Inc.

Technology
1.11K
New
$36.46 - $82.38 $40.3K - $91.1K
1.11K $83.6M
BSCP
Invesco Et Seld Idxd Fd Tr Bul

ETFs
3.99K
New
$20.6 - $20.71 $82.2K - $82.6K
3.99K $82.4M
SWK
Stanley Black & Decker, Inc.

Industrials
1K
New
$79.07 - $109.36 $79.1K - $109K
1K $80.3M
MO
Altria Group, Inc.

Consumer Defensive
1.52K
New
$49.06 - $57.74 $74.3K - $87.5K
1.52K $79.2M
T
At&T Inc.

Communication Services
3.44K
New
$21.22 - $23.88 $73.1K - $82.2K
3.44K $78.4M
BAC
Bank Of America Corp

Financial Services
1.72K
New
$39.22 - $47.77 $67.5K - $82.3K
1.72K $75.7M
SHY
Ishares Barclays 1 3 Year Trea

ETFs
914
New
$81.68 - $82.93 $74.7K - $75.8K
914 $74.9M
DUHP
Dimensional ETF Tr Dimensional

ETFs
2.19K
New
$33.62 - $35.69 $73.6K - $78.1K
2.19K $73.9M
KO
Coca Cola CO

Consumer Defensive
1.18K
New
$61.74 - $71.71 $72.6K - $84.3K
1.18K $73.2M
VFH
Vanguard Financial ETF

ETFs
619
New
$108.87 - $126.2 $67.4K - $78.1K
619 $73.1M
DFSU
Dimensional ETF Tr Dimen Us Su
1.92K
New
N/A
1.92K $72.8M
SCHP
Schwab Strategic Us Tips ETF

ETFs
2.79K
New
$25.74 - $53.78 $71.9K - $150K
2.79K $72.1M
DFCF
Dimensional ETF Tr Core Fxd In

ETFs
1.74K
New
$41.17 - $43.34 $71.8K - $75.5K
1.74K $71.9M
MA
Mastercard Inc

Financial Services
136
New
$491.3 - $536.15 $66.8K - $72.9K
136 $71.6M
ACN
Accenture PLC

Technology
200
New
$343.9 - $376.86 $68.8K - $75.4K
200 $70.4M
JHMM
John Hancock Multifactor Mid C

ETFs
1.18K
New
$59.61 - $64.8 $70K - $76.1K
1.18K $70.2M
EWX
Spdr S&P Emerging Markets Smal

ETFs
1.18K
New
$58.61 - $64.79 $69.2K - $76.5K
1.18K $69.2M
LOW
Lowes Companies Inc

Consumer Cyclical
280
New
$244.52 - $284.07 $68.5K - $79.5K
280 $69.1M
ORCL
Oracle Corp

Technology
406
New
$165.41 - $192.43 $67.2K - $78.1K
406 $67.7M
IYF
Ishares Tr

ETFs
602
New
$102.7 - $119.05 $61.8K - $71.7K
602 $66.6M
LMT
Lockheed Martin Corp

Industrials
136
New
$479.66 - $614.62 $65.2K - $83.6K
136 $66.1M
DFUS
Dimensional ETF Tr U S Equity

ETFs
1.04K
New
$61.52 - $66.5 $63.7K - $68.8K
1.04K $66M
GS
Goldman Sachs Group Inc

Financial Services
115
New
$486.1 - $608.57 $55.9K - $70K
115 $65.9M
Ge Vernova Inc
200
New
N/A
200 $65.8M
SSNC
Ss&C Technologies Holdings Inc

Technology
848
New
$69.93 - $77.36 $59.3K - $65.6K
848 $64.2M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
2.34K
New
$26.93 - $84.95 $63K - $199K
2.34K $63.9M
PKG
Packaging Corp Of America

Consumer Cyclical
280
New
$211.98 - $248.85 $59.4K - $69.7K
280 $63M
RQI
Cohen & Steers Quality Income Realty Fund Inc

Financial Services
5.11K
New
$11.91 - $14.14 $60.9K - $72.3K
5.11K $62.6M
NFLX
Netflix Inc

Communication Services
70
New
$687.65 - $936.56 $48.1K - $65.6K
70 $62.4M
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
1.57K
New
$38.37 - $42.82 $60.4K - $67.4K
1.57K $60.4M
PHB
Invesco Fd Tr Ii Fundamental H

ETFs
3.31K
New
$18.04 - $18.54 $59.6K - $61.3K
3.31K $59.8M
IWR
Ishares Russell Mid Cap ETF

ETFs
667
New
$87.25 - $95.52 $58.2K - $63.7K
667 $59M
OKE
Oneok Inc

Energy
586
New
$92.28 - $117.05 $54.1K - $68.6K
586 $58.8M
ACWI
Ishares Msci Acwi ETF

ETFs
500
New
$117.05 - $123.03 $58.5K - $61.5K
500 $58.8M
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
1.19K
New
$48.33 - $49.08 $57.5K - $58.4K
1.19K $57.6M
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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