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
BSCQ
Invesco Et Self Idxd Fd Tr Bul

ETFs
9.93K
New
$19.38 - $19.58 $192K - $194K
9.93K $193M
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
5.65K
New
$34.13 - $37.35 $193K - $211K
5.65K $193M
IBHG
Ishares Tr Ibonds 2027 Term Hi
8.02K
New
$22.11 - $22.54 $177K - $181K
8.02K $178M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
1.39K
New
$126.68 - $134.74 $176K - $187K
1.39K $177M
COST
Costco Wholesale Corp

Consumer Defensive
189
New
$873.59 - $994.69 $165K - $188K
189 $173M
VIOV
Vanguard S&P Small Cap 600 Val

ETFs
1.84K
New
$89.88 - $101.38 $165K - $186K
1.84K $172M
BABA
Alibaba Group Holding LTD

Consumer Cyclical
2K
New
$82.28 - $117.52 $165K - $235K
2K $170M
GOOG
Alphabet Inc.

Communication Services
880
New
$163.08 - $198.16 $144K - $174K
880 $168M
VIG
Vanguard Dividend Appreciation

ETFs
831
New
N/A
831 $163M
BSCS
Invesco ETF Fd Tr Invesco Bull

ETFs
8.03K
New
$20.08 - $20.61 $161K - $165K
8.03K $162M
VOOG
Vanguard S&P 500 Growth ETF

ETFs
426
New
$340.59 - $380.5 $145K - $162K
426 $156M
IWP
Ishares Russell Mid Cap Growth

ETFs
1.23K
New
$116.4 - $138.52 $143K - $170K
1.23K $156M
DFAE
Dimensional ETF Tr

ETFs
6.11K
New
$25.36 - $28.15 $155K - $172K
6.11K $155M
FVD
First Tr Value Line Divid Inde

ETFs
3.49K
New
$43.4 - $46.7 $151K - $163K
3.49K $152M
CDNS
Cadence Design Systems Inc

Technology
500
New
$249.1 - $324.54 $125K - $162K
500 $150M
GE
General Electric CO

Industrials
878
New
$159.95 - $194.23 $140K - $171K
878 $146M
BK
Bank Of New York Mellon Corp

Financial Services
1.89K
New
$70.82 - $81.87 $134K - $155K
1.89K $145M
PAYX
Paychex Inc

Industrials
1.04K
New
$135.86 - $148.73 $141K - $154K
1.04K $145M
VZ
Verizon Communications Inc

Communication Services
3.62K
New
$39.6 - $45.21 $143K - $163K
3.62K $145M
UNH
Unitedhealth Group Inc

Healthcare
281
New
$485.52 - $625.25 $136K - $176K
281 $142M
VGT
Vanguard Information Technolog

ETFs
222
New
$571.78 - $647.97 $127K - $144K
222 $138M
MBB
Ishares Tr

ETFs
1.49K
New
$91.26 - $95.82 $136K - $142K
1.49K $136M
TIP
Ishares Tr Tips Bd ETF

ETFs
1.25K
New
$106.33 - $110.69 $133K - $138K
1.25K $133M
IVOV
Vanguard S&P Mid Cap 400 Value

ETFs
1.35K
New
$94.54 - $104.98 $127K - $141K
1.35K $129M
UNP
Union Pacific Corp

Industrials
559
New
$223.15 - $249.32 $125K - $139K
559 $127M
IGIB
Ishares Trust Ishares 5 10 Yea

ETFs
2.47K
New
$51.33 - $53.74 $127K - $133K
2.47K $127M
AMD
Advanced Micro Devices Inc

Technology
1.05K
New
$118.88 - $172.8 $125K - $181K
1.05K $127M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
642
New
$172.07 - $207.36 $110K - $133K
642 $127M
FV
First Trust Dorsey Wright Focu

ETFs
2.12K
New
$57.47 - $62.82 $122K - $133K
2.12K $125M
Arm Holdings PLC
1K
New
N/A
1K $123M
LLY
Eli Lilly & CO

Healthcare
156
New
$727.2 - $932.06 $113K - $145K
156 $121M
IWY
Ishares Tr Russell 200 Growth

ETFs
500
New
$216.72 - $244.71 $108K - $122K
500 $118M
VOT
Vanguard Mid Cap Growth Index

ETFs
430
New
$241.48 - $274.89 $104K - $118K
430 $109M
VDE
Vanguard Energy ETF

ETFs
899
New
$116.67 - $136.78 $105K - $123K
899 $109M
GMF
Spdr Index Shs Fund Spdr S&P E

ETFs
942
New
$115.56 - $130.43 $109K - $123K
942 $109M
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
1.88K
New
$53.94 - $58.15 $102K - $109K
1.88K $106M
CSWC
Capital Southwest Corp

Financial Services
4.81K
New
$20.85 - $25.85 $100K - $124K
4.81K $105M
PAYO
Payoneer Global Inc.

Technology
10.4K
New
$7.59 - $11.05 $79K - $115K
10.4K $105M
FISV
Fiserv Inc

Technology
500
New
N/A
500 $103M
AMT
American Tower Corp

Real Estate
560
New
$179.4 - $232.01 $100K - $130K
560 $103M
XME
Spdr Ser Tr Spdr S&P Metals &

ETFs
1.81K
New
$56.27 - $69.89 $102K - $126K
1.81K $102M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
1.48K
New
$66.77 - $71.52 $98.5K - $105K
1.48K $102M
SCHI
Schwab Strategic Tr 5 10 Yr C

ETFs
4.57K
New
$22.02 - $46.16 $101K - $211K
4.57K $101M
SPSB
Spdr Portfolio Short Term Corp

ETFs
3.35K
New
$29.77 - $30.19 $99.8K - $101K
3.35K $100M
SPYD
Spdr Portfolio S&P 500 High Di

ETFs
2.31K
New
$43.02 - $47.32 $99.5K - $109K
2.31K $100M
SLYG
Spdr S&P 600 Small Cap Growth

ETFs
1.09K
New
$89.9 - $100.66 $97.7K - $109K
1.09K $98.2M
ESGV
Vanguard World Fd Esg U.S. Sto

ETFs
923
New
$100.18 - $109.1 $92.5K - $101K
923 $96.8M
LQD
Ishares Iboxx $ Investment Gra

ETFs
900
New
$106.56 - $113.11 $95.9K - $102K
900 $96.2M
HUBB
Hubbell Inc

Industrials
229
New
$418.89 - $472.12 $95.9K - $108K
229 $95.9M
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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