Rialto Wealth Management, LLC Reduced Holdings in Q3 2025

Rialto Wealth Management, LLC

  • $363 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
ZBH
Zimmer Biomet Holdings, Inc.

Healthcare
-28
- 66.67%
$90.62 - $107.71 $2.54K - $3.02K
14 $1K
WM
Waste Management Inc

Industrials
-5
- 4.07%
$213.88 - $237.1 $1.07K - $1.19K
118 $26K
COF
Capital One Financial Corp

Financial Services
-9
- 22.5%
$207.29 - $229.74 $1.87K - $2.07K
31 $6K
CB
Chubb LTD

Financial Services
-7
- 46.67%
$265.99 - $289.59 $1.86K - $2.03K
8 $2K
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
-28
- 40.58%
$38.58 - $58.24 $1.08K - $1.63K
41 $1K
CL
Colgate Palmolive CO

Consumer Defensive
-22
- 73.33%
$79.36 - $93.33 $1.75K - $2.05K
8 $0
UNP
Union Pacific Corp

Industrials
-23
- 3.99%
$214.91 - $237.16 $4.94K - $5.45K
553 $130K
DUHP
Dimensional ETF Tr Dimensional

ETFs
-201
- 9.19%
$35.76 - $37.93 $7.19K - $7.62K
1.99K $75K
ABT
Abbott Laboratories

Healthcare
-12
- 4.96%
$120.51 - $136.62 $1.45K - $1.64K
230 $30K
SFM
Sprouts Farmers Market, Inc.

Consumer Defensive
-11
- 68.75%
$108.8 - $169.61 $1.2K - $1.87K
5 $0
CNHI
Cnh Industrial N.V.

Industrials
-55
- 48.67%
N/A
58 $0
AFL
Aflac Inc

Financial Services
-32
- 8.7%
$98.09 - $111.7 $3.14K - $3.57K
336 $37K
ALSN
Allison Transmission Holdings Inc

Consumer Cyclical
-5
- 45.45%
$84.43 - $97.93 $422 - $490
6 $0
SHW
Sherwin Williams CO

Basic Materials
-1
- 11.11%
$330.88 - $375.23 $331 - $375
8 $2K
KEX
Kirby Corp

Industrials
-4
- 44.44%
$82.64 - $120.83 $331 - $483
5 $0
KNX
Knight Swift Transportation Holdings Inc.

Industrials
-2
- 8.33%
$39.13 - $48.22 $78.3 - $96.4
22 $0
AVY
Avery Dennison Corp

Industrials
-2
- 28.57%
$158.71 - $184.63 $317 - $369
5 $0
SJM
J M Smucker CO

Consumer Defensive
-4
- 36.36%
$102.24 - $113.2 $409 - $453
7 $0
ED
Consolidated Edison Inc

Utilities
-11
- 40.74%
$95.57 - $105.36 $1.05K - $1.16K
16 $1K
ALE
Allete Inc

Utilities
-8
- 50.0%
$62.45 - $66.45 $500 - $532
8 $0
ABNB
Airbnb, Inc.

Consumer Cyclical
-3
- 30.0%
$118.3 - $142.16 $355 - $426
7 $0
AKAM
Akamai Technologies Inc

Technology
-8
- 61.54%
N/A
5 $0
VSH
Vishay Intertechnology Inc

Technology
-27
- 34.18%
$13.76 - $17.88 $372 - $483
52 $0
CCI
Crown Castle International Corp

Real Estate
-12
- 70.59%
$92.96 - $113.91 $1.12K - $1.37K
5 $0
EEM
Ishares Msci Emerging Markets

ETFs
-164
- 12.02%
$48.07 - $53.4 $7.88K - $8.76K
1.2K $64K
VOE
Vanguard Mid Cap Value Index F

ETFs
-198
- 6.03%
$164.63 - $174.58 $32.6K - $34.6K
3.09K $539K
KR
Kroger CO

Consumer Defensive
-4
- 9.52%
$64.52 - $74.35 $258 - $297
38 $2K
LAMR
Lamar Advertising CO

Real Estate
-4
- 1.92%
$114.98 - $128.82 $460 - $515
204 $24K
VIG
Vanguard Dividend Appreciation

ETFs
-4
- 0.81%
N/A
491 $89K
VEL
Velocity Financial, Inc.

Financial Services
-30
- 50.0%
$16.33 - $19.19 $490 - $576
30 $0
REG
Regency Centers Corp

Real Estate
-20
- 74.07%
$68.62 - $73.81 $1.37K - $1.48K
7 $0
RS
Reliance Steel & Aluminum CO

Basic Materials
-1
- 10.0%
$277.33 - $343.66 $277 - $344
9 $2K
OGE
Oge Energy Corp.

Utilities
-17
- 50.0%
$43.46 - $46.27 $739 - $787
17 $0
PKI
Perkinelmer Inc

Healthcare
-9
- 81.82%
N/A
2 $0
MSCI
Msci Inc.

Financial Services
-1
- 2.94%
$526.48 - $588.0 $526 - $588
33 $18K
WRB
Berkley W R Corp

Financial Services
-3
- 18.75%
$67.78 - $76.62 $203 - $230
13 $0
MIDD
Middleby Corp

Industrials
-3
- 42.86%
$118.3 - $150.16 $355 - $450
4 $0
MCHP
Microchip Technology Inc

Technology
-3
- 1.85%
$60.95 - $75.26 $183 - $226
159 $10K
IEX
Idex Corp

Industrials
-7
- 77.78%
$157.53 - $185.69 $1.1K - $1.3K
2 $0
CDW
Cdw Corp

Technology
-4
- 44.44%
$156.97 - $182.84 $628 - $731
5 $0
MAR
Marriott International Inc

Consumer Cyclical
-2
- 40.0%
$255.35 - $282.87 $511 - $566
3 $0
CELH
Celsius Holdings, Inc.

Consumer Defensive
-20
- 66.67%
$42.74 - $62.88 $855 - $1.26K
10 $0
LULU
Lululemon Athletica Inc.

Consumer Cyclical
-1
- 20.0%
$159.87 - $247.68 $160 - $248
4 $0
AXS
Axis Capital Holdings LTD

Financial Services
-7
- 53.85%
$93.33 - $102.44 $653 - $717
6 $0
CME
Cme Group Inc.

Financial Services
-1
- 9.09%
$258.83 - $287.1 $259 - $287
10 $2K
BAH
Booz Allen Hamilton Holding Corp

Industrials
-4
- 30.77%
$97.53 - $115.95 $390 - $464
9 $0
DRI
Darden Restaurants Inc

Consumer Cyclical
-1
- 9.09%
$184.73 - $220.27 $185 - $220
10 $1K
ZTS
Zoetis Inc.

Healthcare
-6
- 40.0%
$141.13 - $159.19 $847 - $955
9 $1K
FTNT
Fortinet, Inc.

Technology
-5
- 20.83%
$74.39 - $107.65 $372 - $538
19 $1K
Activity Summary
Buys All Purchases 915 New Holdings 103 Increased Positions 812 Sells All Sells 314 Reductions 314 Sold out 0 Options Calls 0 Puts 0
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