Rialto Wealth Management, LLC Q1 2025 Filing

Filed April 10, 2025

Portfolio Value

$318.6M

Holdings

994

Report Date

Q1 2025

Filing Type

13F-HR

All Holdings (994 positions)

StockValue
SLYGSPDR SER TR
$90K
APDAIR PRODS & CHEMS INC
$90K
BMYBRISTOL-MYERS SQUIBB CO
$90K
JHMDJOHN HANCOCK EXCHANGE TRADED
$89K
GWXSPDR INDEX SHS FDS
$89K
MUMICRON TECHNOLOGY INC
$88K
KOCOCA COLA CO
$85K
PLTRPALANTIR TECHNOLOGIES INC
$83K
GOOGALPHABET INC
$83K
BSCPINVESCO EXCH TRD SLF IDX FD
$82K
INDAISHARES TR
$82K
VDEVANGUARD WORLD FD
$82K
NBTBNBT BANCORP INC
$78K
ACNACCENTURE PLC IRELAND
$78K
AMATAPPLIED MATLS INC
$78K
SWKSTANLEY BLACK & DECKER INC
$78K
WMTWALMART INC
$77K
HUBBHUBBELL INC
$77K
PAYOPAYONEER GLOBAL INC
$76K
MAMASTERCARD INCORPORATED
$76K
SCHPSCHWAB STRATEGIC TR
$75K
BACBANK AMERICA CORP
$75K
DFCFDIMENSIONAL ETF TRUST
$74K
VGTVANGUARD WORLD FD
$74K
VFHVANGUARD WORLD FD
$74K
DUHPDIMENSIONAL ETF TRUST
$73K
VTIPVANGUARD MALVERN FDS
$72K
SSNCSS&C TECHNOLOGIES HLDGS INC
$72K
NFLXNETFLIX INC
$71K
KKRKKR & CO INC
$69K
DFSUDIMENSIONAL ETF TRUST
$69K
IYFISHARES TR
$68K
JHMMJOHN HANCOCK EXCHANGE TRADED
$67K
EWXSPDR INDEX SHS FDS
$67K
SCHDSCHWAB STRATEGIC TR
$65K
INTCINTEL CORP
$65K
RQICOHEN & STEERS QUALITY INCOM
$64K
GEVGE VERNOVA INC
$64K
GSGOLDMAN SACHS GROUP INC
$63K
UNHUNITEDHEALTH GROUP INC
$63K
DFUSDIMENSIONAL ETF TRUST
$63K
DFIVDIMENSIONAL ETF TRUST
$62K
LMTLOCKHEED MARTIN CORP
$62K
SHYISHARES TR
$62K
SPEMSPDR INDEX SHS FDS
$62K
PHBINVESCO EXCH TRADED FD TR II
$60K
TERTERADYNE INC
$60K
EEMISHARES TR
$60K
LOWLOWES COS INC
$59K
CSCOCISCO SYS INC
$59K
ACWIISHARES TR
$58K
BIVVANGUARD BD INDEX FDS
$58K
BDXBECTON DICKINSON & CO
$58K
IYRISHARES TR
$57K
IWRISHARES TR
$57K
PKGPACKAGING CORP AMER
$56K
BILZPIMCO ETF TR
$54K
KEYKEYCORP
$53K
ORCLORACLE CORP
$52K
PGRPROGRESSIVE CORP
$52K
SEICSEI INVTS CO
$51K
BSJRINVESCO EXCH TRD SLF IDX FD
$50K
XAIXDBX ETF TR
$49K
KBESPDR SER TR
$48K
BIDUNBAIDU INC
$46K
IJJISHARES TR
$46K
ESGDISHARES TR
$45K
AFLAFLAC INC
$45K
USBUS BANCORP DEL
$45K
HESHESS CORP
$44K
CWISPDR INDEX SHS FDS
$44K
AXPAMERICAN EXPRESS CO
$43K
INTUINTUIT
$43K
IBMINTERNATIONAL BUSINESS MACHS
$43K
TJXTJX COS INC NEW
$42K
IDEVISHARES TR
$41K
MGCVANGUARD WORLD FD
$41K
DFASDIMENSIONAL ETF TRUST
$41K
TSLATESLA INC
$41K
IFFINTERNATIONAL FLAVORS&FRAGRA
$39K
GSLCGOLDMAN SACHS ETF TR
$39K
FUTYFIDELITY COVINGTON TRUST
$38K
FCFSFIRSTCASH HOLDINGS INC
$37K
LVLNSPDR SER TR
$35K
DFAEDIMENSIONAL ETF TRUST
$35K
SPSMSPDR SER TR
$34K
WSOWATSCO INC
$33K
KELKELLANOVA
$33K
TRMBTRIMBLE INC
$33K
AVGOBROADCOM INC
$32K
DFARDIMENSIONAL ETF TRUST
$32K
STZCONSTELLATION BRANDS INC
$32K
CVNACARVANA CO
$32K
DHRDANAHER CORPORATION
$32K
XYLXYLEM INC
$32K
ABTABBOTT LABS
$32K
KNTKKINETIK HOLDINGS INC
$31K
IBKRINTERACTIVE BROKERS GROUP IN
$31K
CNCCENTENE CORP DEL
$31K
PNCPNC FINL SVCS GROUP INC
$31K
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