Rialto Wealth Management, LLC Q1 2025 Filing
Filed April 10, 2025
Portfolio Value
$318.6B
Holdings
994
Report Date
Q1 2025
Filing Type
13F-HR
All Holdings (994 positions)
| Stock | Value |
|---|---|
PMBSPIMCO ETF TR | $407.7M |
BINCBLACKROCK ETF TRUST II | $404.0M |
VTWVVANGUARD SCOTTSDALE FDS | $403.1M |
OTISOTIS WORLDWIDE CORP | $402.8M |
IVOGVANGUARD ADMIRAL FDS INC | $396.0M |
CVXCHEVRON CORP NEW | $395.8M |
HYSPIMCO ETF TR | $372.2M |
JNJJOHNSON & JOHNSON | $369.2M |
VVVANGUARD INDEX FDS | $365.2M |
XOMEXXON MOBIL CORP | $356.1M |
PEPPEPSICO INC | $356.0M |
IBHEISHARES TR | $354.2M |
LNGCHENIERE ENERGY INC | $347.8M |
BSVVANGUARD BD INDEX FDS | $329.5M |
GOOGLALPHABET INC | $328.9M |
AMZNAMAZON COM INC | $314.7M |
VVISA INC | $312.2M |
DFATDIMENSIONAL ETF TRUST | $309.1M |
FNCLFIDELITY COVINGTON TRUST | $304.3M |
VPUVANGUARD WORLD FD | $282.0M |
IYWISHARES TR | $280.9M |
VTVVANGUARD INDEX FDS | $280.7M |
DISDISNEY WALT CO | $272.2M |
SPABSPDR SER TR | $269.9M |
VCRBVANGUARD MALVERN FDS | $265.4M |
XLUSELECT SECTOR SPDR TR | $265.3M |
BABAALIBABA GROUP HLDG LTD | $264.5M |
VTVANGUARD INTL EQUITY INDEX F | $260.8M |
AQLTISHARES TR | $259.4M |
ITOTISHARES TR | $258.7M |
BLVVANGUARD BD INDEX FDS | $257.1M |
VONGVANGUARD SCOTTSDALE FDS | $256.1M |
HDHOME DEPOT INC | $249.6M |
SCHHSCHWAB STRATEGIC TR | $248.1M |
XLKSELECT SECTOR SPDR TR | $240.2M |
CRMSALESFORCE INC | $238.7M |
BSCRINVESCO EXCH TRD SLF IDX FD | $233.2M |
ABBVABBVIE INC | $231.3M |
IWBISHARES TR | $231.3M |
ANAUTONATION INC | $230.1M |
PGPROCTER AND GAMBLE CO | $222.2M |
JPMJPMORGAN CHASE & CO. | $219.4M |
VTESVANGUARD WELLINGTON FD | $218.1M |
DFSVDIMENSIONAL ETF TRUST | $217.6M |
RXORXO INC | $213.7M |
SCHVSCHWAB STRATEGIC TR | $213.5M |
MCDMCDONALDS CORP | $209.9M |
FHLCFIDELITY COVINGTON TRUST | $207.8M |
VSSVANGUARD INTL EQUITY INDEX F | $203.2M |
COOCOOPER COS INC | $197.0M |
BSCQINVESCO EXCH TRD SLF IDX FD | $193.4M |
COSTCOSTCO WHSL CORP NEW | $184.4M |
BSCSINVESCO EXCH TRD SLF IDX FD | $182.7M |
VYMVANGUARD WHITEHALL FDS | $179.1M |
IBHGISHARES TR | $179.0M |
SPDWSPDR INDEX SHS FDS | $177.3M |
IWSISHARES TR | $168.8M |
MBBISHARES TR | $164.7M |
GEGE AEROSPACE | $163.7M |
PAYXPAYCHEX INC | $161.5M |
VIGVANGUARD SPECIALIZED FUNDS | $161.2M |
QCOMQUALCOMM INC | $159.8M |
BKBANK NEW YORK MELLON CORP | $159.0M |
FVDFIRST TR VALUE LINE DIVID IN | $155.6M |
HSYHERSHEY CO | $154.8M |
VIOVVANGUARD ADMIRAL FDS INC | $151.0M |
IWPISHARES TR | $139.2M |
TIPISHARES TR | $138.8M |
LLYELI LILLY & CO | $138.2M |
VOOGVANGUARD ADMIRAL FDS INC | $134.5M |
FISVFISERV INC | $133.6M |
UNPUNION PAC CORP | $133.2M |
IGIBISHARES TR | $129.7M |
CDNSCADENCE DESIGN SYSTEM INC | $127.9M |
AMTAMERICAN TOWER CORP NEW | $123.8M |
IVOVVANGUARD ADMIRAL FDS INC | $122.0M |
BACVERIZON COMMUNICATIONS INC | $120.9M |
TAT&T INC | $120.4M |
XLFSELECT SECTOR SPDR TR | $118.9M |
FAIFIRST TR EXCHANGE TRADED FD | $116.0M |
GILDGILEAD SCIENCES INC | $114.0M |
GMFSPDR INDEX SHS FDS | $109.0M |
CSWCCAPITAL SOUTHWEST CORP | $107.3M |
ARMARM HOLDINGS PLC | $106.8M |
TSMTAIWAN SEMICONDUCTOR MFG LTD | $106.6M |
AMDADVANCED MICRO DEVICES INC | $105.6M |
IWYISHARES TR | $105.5M |
VOTVANGUARD INDEX FDS | $105.2M |
SCHISCHWAB STRATEGIC TR | $102.7M |
SPYDSPDR SER TR | $102.4M |
XMESPDR SER TR | $101.1M |
SPSBSPDR SER TR | $98.4M |
LQDISHARES TR | $97.8M |
JEPQJ P MORGAN EXCHANGE TRADED F | $97.5M |
SPYMSPDR SER TR | $97.2M |
PSXPHILLIPS 66 | $93.0M |
FLRNSPDR SER TR | $91.1M |
MOALTRIA GROUP INC | $90.9M |
JEPIJ P MORGAN EXCHANGE TRADED F | $90.8M |
ESGVVANGUARD WORLD FD | $90.4M |