Rialto Wealth Management, LLC Purchases in Q4 2025

Rialto Wealth Management, LLC

  • $384 Million
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
ED
Consolidated Edison Inc

Utilities
12
+ 75.0%
$96.11 - $102.39 $1.15K - $1.23K
28 $2K
SBUX
Starbucks Corp

Consumer Cyclical
14
+ 466.67%
$78.46 - $87.26 $1.1K - $1.22K
17 $1K
DDOG
Datadog, Inc.

Technology
1
+ 8.33%
$151.17 - $199.72 $151 - $200
13 $2K
DE
Deere & CO

Industrials
2
+ 100.0%
$439.11 - $480.78 $878 - $962
4 $1K
CCI
Crown Castle International Corp

Real Estate
12
+ 240.0%
$87.81 - $98.87 $1.05K - $1.19K
17 $1K
WY
Weyerhaeuser CO

Real Estate
66
New
$22.13 - $25.12 $1.46K - $1.66K
66 $1K
WU
Western Union CO

Financial Services
75
+ 93.75%
$7.93 - $9.54 $595 - $715
155 $1K
MSOS
Advisorshares Tr Pure Us Canna

ETFs
587
New
$3.36 - $5.47 $1.97K - $3.21K
587 $1K
SFM
Sprouts Farmers Market, Inc.

Consumer Defensive
9
+ 180.0%
$77.25 - $114.12 $695 - $1.03K
14 $1K
COP
Conocophillips

Energy
12
+ 13.04%
$85.66 - $95.46 $1.03K - $1.15K
104 $9K
FTNT
Fortinet, Inc.

Technology
10
+ 52.63%
$80.54 - $87.52 $805 - $875
29 $2K
SLB
Schlumberger Limited

Energy
31
+ 83.78%
$31.72 - $37.61 $983 - $1.17K
68 $2K
WWD
Woodward, Inc.

Industrials
2
+ 100.0%
$246.97 - $274.03 $494 - $548
4 $1K
LUV
Southwest Airlines CO

Industrials
11
+ 20.75%
$29.67 - $34.68 $326 - $381
64 $2K
FANG
Diamondback Energy, Inc.

Energy
7
+ 41.18%
$137.29 - $149.2 $961 - $1.04K
24 $3K
CCK
Crown Holdings Inc

Consumer Cyclical
9
+ 112.5%
$90.21 - $100.97 $812 - $909
17 $1K
DVN
Devon Energy Corp

Energy
18
+ 17.82%
$31.74 - $35.84 $571 - $645
119 $4K
CBSH
Commerce Bancshares Inc

Financial Services
14
+ 140.0%
$52.19 - $59.46 $731 - $832
24 $1K
MDLZ
Mondelez International, Inc.

Consumer Defensive
10
+ 11.11%
$55.57 - $63.17 $556 - $632
100 $5K
MNST
Monster Beverage Corp

Consumer Defensive
6
+ 17.65%
$66.31 - $71.91 $398 - $431
40 $2K
PATK
Patrick Industries Inc

Consumer Cyclical
1
+ 33.33%
$96.96 - $106.47 $97 - $106
4 $0
WSFS
Wsfs Financial Corp

Financial Services
3
+ 15.0%
$50.35 - $55.45 $151 - $166
23 $1K
Vanguard Calif Tax Free Fds
1K
New
N/A
1K $0
MKSI
Mks Instruments Inc

Technology
1
+ 10.0%
$121.26 - $158.9 $121 - $159
11 $1K
OVV
Ovintiv Inc.

Energy
5
+ 29.41%
$35.97 - $40.53 $180 - $203
22 $0
Vanguard Malvern Fds
18.7K
+ 56.21%
N/A
51.9K $0
OTTR
Otter Tail Corp

Utilities
1
+ 100.0%
$75.05 - $85.93 $75.1 - $85.9
2 $0
Vanguard Mun Bd Fds
17.6K
+ 140.61%
N/A
30.2K $0
PRK
Park National Corp

Financial Services
1
+ 100.0%
$151.13 - $162.32 $151 - $162
2 $0
Vanguard Ny Tax Free Fds
4.99K
+ 231.48%
N/A
7.14K $0
VRSK
Verisk Analytics, Inc.

Industrials
9
+ 20.0%
$208.0 - $249.55 $1.87K - $2.25K
54 $11K
PLMR
Palomar Holdings, Inc.

Financial Services
1
+ 100.0%
$109.9 - $132.45 $110 - $132
2 $0
VSAT
Viasat Inc

Technology
22
New
$29.32 - $39.82 $645 - $876
22 $0
WK
Workiva Inc

Technology
1
+ 100.0%
$81.87 - $93.31 $81.9 - $93.3
2 $0
VLY
Valley National Bancorp

Financial Services
10
+ 24.39%
$9.72 - $11.19 $97.2 - $112
51 $0
ZWS
Zurn Water Solutions Corp

Industrials
3
+ 30.0%
$45.58 - $48.14 $137 - $144
13 $0
PBF
Pbf Energy Inc.

Energy
3
+ 7.14%
$27.7 - $40.24 $83.1 - $121
45 $1K
MIR
Mirion Technologies, Inc.

Industrials
5
+ 26.32%
$22.79 - $29.75 $114 - $149
24 $0
UCBI
United Community Banks Inc

Financial Services
4
+ 10.26%
N/A
43 $1K
MTX
Minerals Technologies Inc

Basic Materials
1
+ 33.33%
$55.09 - $62.73 $55.1 - $62.7
4 $0
UBSI
United Bankshares Inc

Financial Services
3
+ 25.0%
$34.31 - $37.58 $103 - $113
15 $0
Millrose Pptys Inc
37
New
N/A
37 $0
PEGA
Pegasystems Inc

Technology
2
+ 22.22%
$53.38 - $66.64 $107 - $133
11 $0
PFSI
Penny Mac Financial Services, Inc.

Financial Services
1
+ 9.09%
$114.57 - $132.96 $115 - $133
12 $1K
UAL
United Airlines Holdings, Inc.

Industrials
5
+ 13.89%
$90.77 - $104.05 $454 - $520
41 $3K
SEAS
Sea World Entertainment, Inc.

Consumer Cyclical
1
+ 50.0%
N/A
3 $0
PAYO
Payoneer Global Inc.

Technology
1K
+ 9.6%
$5.27 - $6.2 $5.27K - $6.2K
11.4K $63K
UTL
Unitil Corp

Utilities
10
New
$46.68 - $50.19 $467 - $502
10 $0
YETI
Yeti Holdings, Inc.

Consumer Cyclical
3
+ 60.0%
$32.11 - $38.61 $96.3 - $116
8 $0
Activity Summary
Buys All Purchases 866 New Holdings 119 Increased Positions 747 Sells All Sells 324 Reductions 324 Sold out 0 Options Calls 0 Puts 0
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