Rialto Wealth Management, LLC Reduced Holdings in Q2 2025

Rialto Wealth Management, LLC

  • $342 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
FCFS
First Cash Holdings, Inc.

Financial Services
-54
- 17.59%
$118.0 - $137.63 $6.37K - $7.43K
253 $34K
OXY
Occidental Petroleum Corp

Energy
-11
- 3.99%
$36.11 - $49.33 $397 - $543
265 $11K
DOW
Dow Inc.

Basic Materials
-51
- 62.2%
$25.81 - $34.89 $1.32K - $1.78K
31 $0
PCAR
Paccar Inc

Industrials
-23
- 67.65%
$86.4 - $99.09 $1.99K - $2.28K
11 $1K
CPT
Camden Property Trust

Real Estate
-15
- 78.95%
$106.53 - $122.8 $1.6K - $1.84K
4 $0
PRI
Primerica, Inc.

Financial Services
-6
- 75.0%
$244.39 - $290.62 $1.47K - $1.74K
2 $0
KMX
Carmax Inc

Consumer Cyclical
-21
- 72.41%
$62.27 - $82.77 $1.31K - $1.74K
8 $0
SSB
South State Corp

Financial Services
-17
- 51.52%
$80.59 - $94.67 $1.37K - $1.61K
16 $1K
TOL
Toll Brothers, Inc.

Consumer Cyclical
-6
- 27.27%
$90.5 - $114.3 $543 - $686
16 $1K
ZBH
Zimmer Biomet Holdings, Inc.

Healthcare
-1
- 2.33%
$90.21 - $112.66 $90.2 - $113
42 $3K
SJM
J M Smucker CO

Consumer Defensive
-6
- 35.29%
$94.41 - $118.52 $566 - $711
11 $1K
WCN
Waste Connections, Inc.

Industrials
-3
- 50.0%
$183.26 - $199.95 $550 - $600
3 $0
PKI
Perkinelmer Inc

Healthcare
-7
- 38.89%
N/A
11 $1K
WBS
Webster Financial Corp

Financial Services
-32
- 60.38%
$41.76 - $54.91 $1.34K - $1.76K
21 $1K
IEX
Idex Corp

Industrials
-4
- 30.77%
$160.66 - $191.29 $643 - $765
9 $1K
LKQ
Lkq Corp

Consumer Cyclical
-5
- 10.2%
$36.86 - $43.38 $184 - $217
44 $1K
WY
Weyerhaeuser CO

Real Estate
-43
- 68.25%
$24.69 - $29.48 $1.06K - $1.27K
20 $0
GL
Globe Life Inc.

Financial Services
-6
- 37.5%
$113.29 - $133.09 $680 - $799
10 $1K
ROP
Roper Technologies Inc

Industrials
-1
- 3.33%
$519.19 - $590.78 $519 - $591
29 $16K
WPC
W. P. Carey Inc.

Real Estate
-10
- 55.56%
$56.12 - $64.53 $561 - $645
8 $0
TMUS
T Mobile Us, Inc.

Communication Services
-2
- 50.0%
$220.99 - $268.54 $442 - $537
2 $0
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
-107
- 0.41%
$22.54 - $23.17 $2.41K - $2.48K
26K $598K
TMO
Thermo Fisher Scientific Inc.

Healthcare
-1
- 12.5%
$390.26 - $489.06 $390 - $489
7 $2K
OC
Owens Corning

Industrials
-11
- 84.62%
$126.32 - $147.75 $1.39K - $1.63K
2 $0
OKE
Oneok Inc

Energy
-10
- 55.56%
$78.71 - $100.37 $787 - $1K
8 $0
OII
Oceaneering International Inc

Energy
-22
- 44.9%
$15.95 - $22.55 $351 - $496
27 $0
NOG
Northern Oil & Gas, Inc.

Energy
-32
- 91.43%
$20.6 - $32.16 $659 - $1.03K
3 $0
NI
Nisource Inc.

Utilities
-13
- 40.63%
$37.11 - $40.64 $482 - $528
19 $0
PNW
Pinnacle West Capital Corp

Utilities
-12
- 80.0%
$88.3 - $95.43 $1.06K - $1.15K
3 $0
PPG
Ppg Industries Inc

Basic Materials
-11
- 42.31%
$91.66 - $115.04 $1.01K - $1.27K
15 $1K
MTB
M&T Bank Corp

Financial Services
-11
- 8.87%
$156.58 - $193.99 $1.72K - $2.13K
113 $21K
PFG
Principal Financial Group Inc

Financial Services
-6
- 40.0%
$69.56 - $86.19 $417 - $517
9 $0
SYF
Synchrony Financial

Financial Services
-14
- 53.85%
$43.81 - $66.74 $613 - $934
12 $0
LEN
Lennar Corp

Consumer Cyclical
-8
- 47.06%
$102.76 - $115.66 $822 - $925
9 $0
GIS
General Mills Inc

Consumer Defensive
-9
- 22.5%
$50.37 - $60.97 $453 - $549
31 $1K
KDP
Keurig Dr Pepper Inc.

Consumer Defensive
-18
- 40.0%
$32.56 - $35.71 $586 - $643
27 $0
TXN
Texas Instruments Inc

Technology
-4
- 3.15%
N/A
123 $23K
SCI
Service Corp International

Consumer Cyclical
-19
- 57.58%
$73.58 - $81.65 $1.4K - $1.55K
14 $1K
FULT
Fulton Financial Corp

Financial Services
-45
- 78.95%
$15.13 - $18.4 $681 - $828
12 $0
AIT
Applied Industrial Technologies Inc

Industrials
-2
- 20.0%
$206.03 - $243.28 $412 - $487
8 $1K
CHK
Chesapeake Energy Corp

Energy
-1
- 4.17%
N/A
23 $1K
ARMK
Aramark

Industrials
-39
- 60.0%
$30.39 - $42.1 $1.19K - $1.64K
26 $1K
CHRD
Oasis Petroleum Inc.

Energy
-10
- 62.5%
$82.03 - $113.54 $820 - $1.14K
6 $0
ESS
Essex Property Trust, Inc.

Real Estate
-2
- 50.0%
N/A
2 $0
EQIX
Equinix Inc

Real Estate
-1
- 33.33%
$740.07 - $914.43 $740 - $914
2 $1K
ETR
Entergy Corp

Utilities
-8
- 47.06%
$79.01 - $86.61 $632 - $693
9 $0
CG
Carlyle Group Inc.

Financial Services
-21
- 45.65%
$34.78 - $51.4 $730 - $1.08K
25 $1K
EIX
Edison International

Utilities
-1
- 2.78%
$48.32 - $59.92 $48.3 - $59.9
35 $1K
BXP
Boston Properties Inc

Real Estate
-18
- 45.0%
$56.86 - $74.12 $1.02K - $1.33K
22 $1K
Activity Summary
Buys All Purchases 1246 New Holdings 785 Increased Positions 461 Sells All Sells 249 Reductions 249 Sold out 0 Options Calls 0 Puts 0
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