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
SNPS
Synopsys Inc

Technology
-2
- 50.0%
$380.9 - $517.66 $762 - $1.04K
2 $1K
Tempus Ai Inc
-1
- 10.0%
N/A
9 $0
AGO
Assured Guaranty LTD

Financial Services
-2
- 33.33%
$76.56 - $90.18 $153 - $180
4 $0
ASB
Associated Banc Corp

Financial Services
-9
- 17.65%
$18.91 - $24.56 $170 - $221
42 $1K
Arista Networks Inc
-1
- 4.76%
N/A
20 $0
ARES
Ares Management Corp

Financial Services
-4
- 40.0%
$118.04 - $175.83 $472 - $703
6 $1K
TW
Tradeweb Markets Inc.

Financial Services
-1
- 25.0%
$125.37 - $149.02 $125 - $149
3 $0
UCBI
United Community Banks Inc

Financial Services
-6
- 14.29%
N/A
36 $1K
ADPT
Adaptive Biotechnologies Corp

Healthcare
-7
- 11.67%
$6.83 - $12.16 $47.8 - $85.1
53 $0
GATX
Gatx Corp

Industrials
-1
- 33.33%
$141.27 - $159.24 $141 - $159
2 $0
WTRG
Essential Utilities, Inc.

Utilities
-17
- 38.64%
$36.92 - $41.39 $628 - $704
27 $1K
EQH
Equitable Holdings, Inc.

Financial Services
-14
- 36.84%
$43.98 - $56.1 $616 - $785
24 $1K
JCI
Johnson Controls International PLC

Industrials
-13
- 38.24%
$71.14 - $105.62 $925 - $1.37K
21 $2K
KBH
Kb Home

Consumer Cyclical
-2
- 25.0%
$50.15 - $58.93 $100 - $118
6 $0
KMPR
Kemper Corp

Financial Services
-5
- 62.5%
$55.12 - $67.26 $276 - $336
3 $0
DTM
Dt Midstream, Inc.

Energy
-2
- 10.0%
$87.23 - $109.91 $174 - $220
18 $1K
Kodiak Gas Svcs Inc
-11
- 84.62%
N/A
2 $0
KOP
Koppers Holdings Inc.

Basic Materials
-2
- 11.11%
$23.5 - $33.32 $47 - $66.6
16 $0
DFH
Dream Finders Homes, Inc.

Consumer Cyclical
-20
- 95.24%
$20.4 - $25.29 $408 - $506
1 $0
LBRT
Liberty Energy Inc.

Energy
-28
- 80.0%
$10.0 - $16.08 $280 - $450
7 $0
LTH
Life Time Group Holdings, Inc.

Consumer Cyclical
-8
- 44.44%
$26.63 - $32.97 $213 - $264
10 $0
EVRG
Evergy, Inc.

Utilities
-5
- 62.5%
$64.06 - $69.64 $320 - $348
3 $0
ES
Eversource Energy

Utilities
-4
- 25.0%
$54.25 - $65.89 $217 - $264
12 $0
IRM
Iron Mountain Inc

Real Estate
-13
- 56.52%
$76.93 - $105.25 $1K - $1.37K
10 $1K
BSCQ
Invesco Et Self Idxd Fd Tr Bul

ETFs
-1
- 0.01%
$19.44 - $19.56 $19.4 - $19.6
9.93K $193K
Ge Vernova Inc
-1
- 0.48%
N/A
208 $0
FYBR
Frontier Communications Parent, Inc.

Communication Services
-7
- 33.33%
$35.51 - $36.83 $249 - $258
14 $0
G
Genpact LTD

Technology
-7
- 70.0%
$40.65 - $50.56 $285 - $354
3 $0
GNW
Genworth Financial Inc

Financial Services
-44
- 57.14%
$6.12 - $7.89 $269 - $347
33 $0
GPN
Global Payments Inc

Industrials
-6
- 75.0%
$67.47 - $99.6 $405 - $598
2 $0
FHN
First Horizon Corp

Financial Services
-37
- 39.78%
$16.21 - $21.2 $600 - $784
56 $1K
PEAK
Healthpeak Properties, Inc.

Real Estate
-36
- 37.89%
N/A
59 $1K
HEI
Heico Corp

Industrials
-1
- 50.0%
$236.44 - $328.0 $236 - $328
1 $0
HRI
Herc Holdings Inc

Industrials
-2
- 50.0%
$102.34 - $142.19 $205 - $284
2 $0
FAF
First American Financial Corp

Financial Services
-1
- 12.5%
$54.11 - $67.0 $54.1 - $67
7 $0
HI
Hillenbrand, Inc.

Industrials
-17
- 89.47%
$18.62 - $24.76 $317 - $421
2 $0
FNF
Fidelity National Financial, Inc.

Financial Services
-2
- 25.0%
$53.62 - $66.59 $107 - $133
6 $0
Ftai Aviation LTD
-1
- 20.0%
N/A
4 $0
LITE
Lumentum Holdings Inc.

Technology
-1
- 12.5%
$49.56 - $95.06 $49.6 - $95.1
7 $0
MTDR
Matador Resources CO

Energy
-6
- 60.0%
$36.67 - $52.23 $220 - $313
4 $0
MOD
Modine Manufacturing CO

Consumer Cyclical
-4
- 66.67%
$69.3 - $105.57 $277 - $422
2 $0
NNI
Nelnet Inc

Financial Services
-2
- 50.0%
$101.27 - $121.3 $203 - $243
2 $0
KIM
Kimco Realty Corp

Real Estate
-9
- 8.57%
$18.7 - $21.69 $168 - $195
96 $2K
TAP
Molson Coors Beverage CO

Consumer Defensive
-2
- 16.67%
$47.24 - $62.46 $94.5 - $125
10 $0
MS
Morgan Stanley

Financial Services
-2
- 7.14%
$99.83 - $140.86 $200 - $282
26 $3K
NDAQ
Nasdaq, Inc.

Financial Services
-7
- 26.92%
$66.4 - $89.42 $465 - $626
19 $1K
MUR
Murphy Oil Corp

Energy
-13
- 68.42%
$19.62 - $29.21 $255 - $380
6 $0
MP
Mp Materials Corp.

Basic Materials
-17
- 89.47%
$18.77 - $37.74 $319 - $642
2 $0
MLI
Mueller Industries Inc

Industrials
-2
- 22.22%
$68.45 - $79.6 $137 - $159
7 $0
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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