Rialto Wealth Management, LLC has filed its 13F form on February 07, 2025 for Q4 2024 where it was disclosed a total value porftolio of $303 Billion distributed in 522 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Index Fds S&P 500 ETF with a value of $21B, Spdr Portfolio S&P 1500 Compos with a value of $18.2B, Vanguard Ftse Developed Market with a value of $13B, Vanguard Bd Index Fd Inc Total with a value of $12.5B, and Vanguard Sht Term Corp Bd ETF with a value of $11.3B.

Examining the 13F form we can see an increase of $303B in the current position value.

Rialto Wealth Management, LLC is based out at Syracuse, NY

Below you can find more details about Rialto Wealth Management, LLC portfolio as well as his latest detailed transactions.

Portfolio value $303 Billion
ETFs: $266 Billion
Technology: $14.2 Billion
Healthcare: $3.76 Billion
Industrials: $3.61 Billion
Financial Services: $3.48 Billion
Real Estate: $2.07 Billion
Basic Materials: $1.96 Billion
Communication Services: $1.8 Billion
Other: $4.5 Billion

Stock Holdings Table Market Cap. of $50 Millions to $300 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 522
  • Current Value $303 Billion
  • Filing
  • Period Q4 2024
  • Filing Date February 07, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 521 stocks
  • Additional Purchases 0 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 0 stocks
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