Rialto Wealth Management, LLC New Holdings in Q4 2024

Rialto Wealth Management, LLC

  • $303 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
39K
New
$521.84 - $558.82 $20.4M - $21.8M
39K $21B
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
255K
New
$69.3 - $74.3 $17.7M - $19M
255K $18.2B
VEA
Vanguard Ftse Developed Market

ETFs
272K
New
$47.57 - $52.44 $13M - $14.3M
272K $13B
BND
Vanguard Bd Index Fd Inc Total

ETFs
175K
New
$71.75 - $75.11 $12.5M - $13.1M
175K $12.5B
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
145K
New
$77.86 - $79.27 $11.3M - $11.5M
145K $11.3B
IEFA
Ishares Tr

ETFs
158K
New
$70.06 - $77.43 $11.1M - $12.2M
158K $11.1B
VONE
Vanguard Russell 1000 ETF

ETFs
36.2K
New
$257.18 - $277.76 $9.31M - $10.1M
36.2K $9.65B
IVV
Ishares Core S&P 500 ETF

ETFs
14.3K
New
$570.51 - $610.59 $8.17M - $8.74M
14.3K $8.43B
SCHC
Schwab Strategic Tr Intl Small

ETFs
199K
New
$33.93 - $38.37 $6.75M - $7.63M
199K $6.83B
VB
Vanguard Small Cap ETF

ETFs
24.8K
New
$233.76 - $261.58 $5.81M - $6.5M
24.8K $5.97B
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
57.5K
New
$91.29 - $91.8 $5.25M - $5.27M
57.5K $5.25B
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
266K
New
$18.41 - $40.87 $4.9M - $10.9M
266K $4.92B
SPY
Spdr S&P 500 ETF Trust

ETFs
8.02K
New
$567.81 - $607.81 $4.55M - $4.87M
8.02K $4.7B
AVDV
American Centy ETF Tr Avantis

ETFs
70.4K
New
$63.85 - $70.4 $4.5M - $4.96M
70.4K $4.58B
VCIT
Vanguard Intermediate Term Cor

ETFs
56.9K
New
$80.13 - $83.77 $4.56M - $4.76M
56.9K $4.57B
MSFT
Microsoft Corp

Technology
10.4K
New
$406.35 - $454.46 $4.24M - $4.74M
10.4K $4.4B
DFIC
Dimensional ETF Tr Dimensional

ETFs
164K
New
$25.61 - $28.0 $4.2M - $4.59M
164K $4.24B
VBR
Vanguard Small Cap Value ETF

ETFs
19.6K
New
$197.36 - $217.3 $3.88M - $4.27M
19.6K $3.89B
AAPL
Apple Inc.

Technology
15.4K
New
$221.69 - $259.02 $3.41M - $3.98M
15.4K $3.85B
VONV
Vanguard Russell 1000 Value Et

ETFs
44.8K
New
$80.87 - $87.69 $3.62M - $3.93M
44.8K $3.64B
USRT
Ishares Core U.S. Reit ETF

ETFs
60K
New
$55.97 - $62.75 $3.36M - $3.77M
60K $3.44B
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
151K
New
$22.63 - $47.53 $3.42M - $7.19M
151K $3.43B
NVDA
Nvidia Corp

Technology
23K
New
$117.0 - $148.88 $2.69M - $3.43M
23K $3.09B
VTI
Vanguard Total Stock Market Et

ETFs
10.4K
New
$280.04 - $302.45 $2.92M - $3.15M
10.4K $3.02B
IJR
Ishares Core S&P Sm Cap ETF

ETFs
25.6K
New
$113.92 - $127.38 $2.92M - $3.26M
25.6K $2.95B
SCHB
Schwab Strategic Tr Us Broad M

ETFs
128K
New
$22.01 - $66.82 $2.82M - $8.55M
128K $2.9B
MDYV
Spdr S&P 400 Mid Cap Value ETF

ETFs
35.1K
New
$78.43 - $87.17 $2.75M - $3.06M
35.1K $2.81B
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
54K
New
$50.37 - $50.6 $2.72M - $2.73M
54K $2.72B
IJH
Ishares Core S&P Mid Cap ETF

ETFs
42.4K
New
$61.68 - $67.87 $2.62M - $2.88M
42.4K $2.64B
SCHO
Schwab Short Term Us Treasury

ETFs
107K
New
$24.06 - $48.88 $2.58M - $5.24M
107K $2.58B
VNQ
Vanguard Specialized Funds Van

ETFs
28.5K
New
$87.85 - $98.6 $2.5M - $2.81M
28.5K $2.54B
VTWO
Vanguard Russell 2000 ETF

ETFs
27.2K
New
$87.42 - $98.06 $2.38M - $2.66M
27.2K $2.43B
IWV
Ishares Russell 3000 ETF

ETFs
6.93K
New
$323.08 - $349.08 $2.24M - $2.42M
6.93K $2.31B
SLYV
Spdr S&P 600 Small Cap Value E

ETFs
25.8K
New
$84.34 - $95.14 $2.17M - $2.45M
25.8K $2.25B
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
50.8K
New
$44.04 - $49.49 $2.24M - $2.52M
50.8K $2.24B
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
35.3K
New
$60.13 - $67.31 $2.12M - $2.37M
35.3K $2.14B
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
46.6K
New
$45.17 - $47.23 $2.1M - $2.2M
46.6K $2.11B
SCHX
Schwab Strategic Tr Us Large C

ETFs
90.8K
New
$22.4 - $68.28 $2.03M - $6.2M
90.8K $2.11B
EFA
Ishares Tr Msci Eafe ETF

ETFs
24.6K
New
$75.1 - $82.99 $1.85M - $2.04M
24.6K $1.86B
HIW
Highwoods Properties, Inc.

Real Estate
60.6K
New
$29.37 - $36.37 $1.78M - $2.2M
60.6K $1.85B
VGIT
Vanguard Intermediate Term Tre

ETFs
31.9K
New
$57.78 - $60.4 $1.84M - $1.93M
31.9K $1.85B
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
36.4K
New
$49.79 - $51.14 $1.81M - $1.86M
36.4K $1.82B
AVTR
Avantor, Inc.

Basic Materials
84.4K
New
$19.72 - $25.54 $1.66M - $2.16M
84.4K $1.78B
AGG
Ishares Core U.S. Aggregate Bo

ETFs
18.2K
New
$96.64 - $101.23 $1.76M - $1.84M
18.2K $1.77B
IEMG
Ishares Inc

ETFs
33.5K
New
N/A
33.5K $1.75B
DFUV
Dimensional ETF Tr Us Marketwi

ETFs
41.3K
New
$40.38 - $44.35 $1.67M - $1.83M
41.3K $1.69B
SPYG
Spdr Portfolio

ETFs
19K
New
$81.74 - $91.38 $1.55M - $1.74M
19K $1.67B
JNK
Spdr Bloomberg High Yield Bond

ETFs
16.7K
New
$94.77 - $97.36 $1.58M - $1.63M
16.7K $1.6B
ISTB
Ihares Core 1 5 Years Usd Bond

ETFs
32.7K
New
$47.58 - $48.56 $1.55M - $1.59M
32.7K $1.56B
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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