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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$53.7B
$161,000 0.05% of portfolio
1,047
Q1 2025 Added 1.16%
$0
$150,000 0.05% of portfolio
1,799
Q1 2025 Reduced 2.18%
$0
$151,000 0.05% of portfolio
831
Q4 2024 New
$0
$167,000 0.05% of portfolio
1,340
Q1 2025 Reduced 46.49%
$25B
$154,000 0.05% of portfolio
905
Q1 2025 Reduced 30.65%
$156B
$159,000 0.05% of portfolio
1,040
Q1 2025 Added 2.16%
$203B
$163,000 0.05% of portfolio
818
Q1 2025 Reduced 6.83%
$0
$164,000 0.05% of portfolio
1,756
Q1 2025 Added 18.17%
$0
$154,000 0.05% of portfolio
3,489
Q4 2024 New
$0
$139,000 0.05% of portfolio
1,185
Q1 2025 Reduced 3.5%
$62.7B
$159,000 0.05% of portfolio
1,896
Q1 2025 Added 0.32%
$0
$115,000 0.04% of portfolio
2,115
Q4 2024 New
$0
$109,000 0.04% of portfolio
942
Q4 2024 New
$0
$117,000 0.04% of portfolio
2,387
Q1 2025 Added 25.63%
$101B
$123,000 0.04% of portfolio
569
Q1 2025 Added 1.61%
$194B
$120,000 0.04% of portfolio
4,258
Q1 2025 Added 23.67%
$137B
$133,000 0.04% of portfolio
564
Q1 2025 Added 0.89%
$0
$134,000 0.04% of portfolio
402
Q1 2025 Reduced 5.63%
$186B
$120,000 0.04% of portfolio
2,666
Q1 2025 Reduced 26.27%
$71.5B
$127,000 0.04% of portfolio
503
Q1 2025 Added 0.6%
$0
$129,000 0.04% of portfolio
2,469
Q4 2024 New
$0
$138,000 0.04% of portfolio
1,249
Q4 2024 New
$0
$121,000 0.04% of portfolio
1,325
Q1 2025 Reduced 1.63%
$133B
$113,000 0.04% of portfolio
1,017
Q1 2025 Added 1.7%
$0
$90,000 0.03% of portfolio
923
Q4 2024 New
$8.89B
$77,000 0.03% of portfolio
1,010
Q1 2025 Added 1.0%
$0
$80,000 0.03% of portfolio
630
Q1 2025 Reduced 29.92%
$0
$104,000 0.03% of portfolio
430
Q4 2024 New
$0
$102,000 0.03% of portfolio
1,806
Q4 2024 New
$808B
$106,000 0.03% of portfolio
642
Q4 2024 New
$257B
$77,000 0.03% of portfolio
878
Q1 2025 Reduced 7.97%
$0
$101,000 0.03% of portfolio
2,314
Q4 2024 New
$0
$81,000 0.03% of portfolio
1,594
Q4 2024 New
$109B
$89,000 0.03% of portfolio
1,469
Q1 2025 Reduced 1.14%
$0
$90,000 0.03% of portfolio
1,589
Q4 2024 New
$0
$97,000 0.03% of portfolio
1,882
Q4 2024 New
$0
$89,000 0.03% of portfolio
2,552
Q1 2025 Reduced 13.23%
$77.2B
$88,000 0.03% of portfolio
1,015
Q1 2025 Added 1.5%
$1.66B
$78,000 0.03% of portfolio
1,829
Q4 2024 New
$182B
$83,000 0.03% of portfolio
988
Q1 2025 Reduced 10.67%
$47.1B
$92,000 0.03% of portfolio
753
Q1 2025 Added 1.21%
$0
$102,000 0.03% of portfolio
4,572
Q4 2024 New
$0
$105,000 0.03% of portfolio
500
Q4 2024 New
$0
$89,000 0.03% of portfolio
2,786
Q4 2024 New
$0
$89,000 0.03% of portfolio
1,087
Q4 2024 New
$0
$82,000 0.03% of portfolio
3,989
Q4 2024 New
$0
$91,000 0.03% of portfolio
2,955
Q1 2025 Reduced 60.57%
$0
$96,000 0.03% of portfolio
1,478
Q1 2025 Added 0.2%
$0
$98,000 0.03% of portfolio
3,270
Q1 2025 Reduced 2.42%

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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