Rialto Wealth Management, LLC Portfolio Holdings

Rialto Wealth Management, LLC

  • $307 Million
  • Q1 2025

Rialto Wealth Management, LLC has filed its 13F form on April 10, 2025 for Q1 2025 where it was disclosed a total value porftolio of $307 Million distributed in 994 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Spdr Portfolio S&P 1500 Compos with a value of $22.2M, Vanguard Index Fds S&P 500 ETF with a value of $19.9M, Ishares Tr with a value of $14.4M, Vanguard Ftse Developed Market with a value of $14M, and Vanguard Bd Index Fd Inc Total with a value of $12.8M.

Examining the 13F form we can see an decrease of $303B in the current position value, from $303B to 307M.

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 $307 Million
ETFs: $273 Million
Technology: $12.5 Million
Healthcare: $4.04 Million
Industrials: $3.77 Million
Financial Services: $3.66 Million
Real Estate: $1.93 Million
Communication Services: $1.68 Million
Consumer Cyclical: $1.59 Million
Other: $4.31 Million

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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$297M
$0 0.0% of portfolio
385
Q1 2025 New
$180M
$0 0.0% of portfolio
150
Q1 2025 New
$105M
$0 0.0% of portfolio
420
Q1 2025 New
$147M
$0 0.0% of portfolio
244
Q1 2025 New
$133M
$4,000 0.0% of portfolio
1,450
Q1 2025 New
$207M
$0 0.0% of portfolio
137
Q1 2025 New
$209M
$0 0.0% of portfolio
91
Q1 2025 New
$80.9M
$0 0.0% of portfolio
701
Q1 2025 New
$206M
$0 0.0% of portfolio
243
Q1 2025 New
$138M
$0 0.0% of portfolio
98
Q1 2025 New
$287M
$9,000 0.0% of portfolio
3,600
Q4 2024 New
$83.3M
$0 0.0% of portfolio
48
Q1 2025 New
$294M
$0 0.0% of portfolio
149
Q1 2025 New
$76.1M
$12,000 0.0% of portfolio
10,752
Q4 2024 New
$152M
$0 0.0% of portfolio
159
Q1 2025 New
$86.8M
$0 0.0% of portfolio
80
Q1 2025 New
$187M
$0 0.0% of portfolio
99
Q1 2025 New
$58.5M
$0 0.0% of portfolio
134
Q1 2025 New
$66.6M
$0 0.0% of portfolio
296
Q1 2025 New
$147M
$0 0.0% of portfolio
53
Q1 2025 New
$264M
$0 0.0% of portfolio
82
Q1 2025 New
$264M
$0 0.0% of portfolio
54
Q1 2025 New
$269M
$0 0.0% of portfolio
11
Q1 2025 New
$100M
$0 0.0% of portfolio
1,313
Q1 2025 New

Summary

  • Portfolio
  • No. of Stocks 994
  • Current Value $307 Million
  • Prior Value $303 Billion
  • Filing
  • Period Q1 2025
  • Filing Date April 10, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 491 stocks
  • Additional Purchases 186 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 119 stocks
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