Rialto Wealth Management, LLC Reduced Holdings in Q4 2025

Rialto Wealth Management, LLC

  • $384 Million
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
CTVA
Corteva, Inc.

Basic Materials
-345
- 71.13%
$61.0 - $66.48 $21K - $22.9K
140 $9K
XYL
Xylem Inc.

Industrials
-151
- 71.56%
$142.73 - $152.95 $21.6K - $23.1K
60 $8K
HON
Honeywell International Inc

Industrials
-4
- 0.29%
$194.07 - $220.67 $776 - $883
1.39K $271K
APH
Amphenol Corp

Technology
-192
- 42.01%
$121.7 - $143.85 $23.4K - $27.6K
265 $35K
CR
Crane Holdings, Co.

Industrials
-100
- 96.15%
$175.03 - $193.18 $17.5K - $19.3K
4 $0
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
-8
- 0.54%
$577.77 - $604.78 $4.62K - $4.84K
1.46K $857K
VTWV
Vanguard Russell 2000 Value Et

ETFs
-80
- 3.59%
$151.74 - $159.89 $12.1K - $12.8K
2.15K $330K
MDYV
Spdr S&P 400 Mid Cap Value ETF

ETFs
-27
- 0.27%
$80.59 - $84.32 $2.18K - $2.28K
9.91K $812K
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
-201
- 25.25%
$77.73 - $78.84 $15.6K - $15.8K
595 $46K
FE
Firstenergy Corp

Utilities
-347
- 89.2%
$45.46 - $47.69 $15.8K - $16.5K
42 $1K
INOD
Innodata Inc

Technology
-125
- 26.32%
$56.8 - $93.19 $7.1K - $11.6K
350 $20K
GOSS
Gossamer Bio, Inc.

Healthcare
-5K
- 46.5%
$2.09 - $2.71 $10.5K - $13.6K
5.75K $15K
MO
Altria Group, Inc.

Consumer Defensive
-10
- 0.64%
$56.38 - $66.65 $564 - $667
1.54K $89K
ROP
Roper Technologies Inc

Industrials
-24
- 92.31%
$443.27 - $520.0 $10.6K - $12.5K
2 $0
TTWO
Take Two Interactive Software Inc

Communication Services
-40
- 90.91%
$232.0 - $262.29 $9.28K - $10.5K
4 $0
IVE
Ishares S&P 500 Value ETF

ETFs
-164
- 2.03%
$202.52 - $212.07 $33.2K - $34.8K
7.93K $1.66M
ROAD
Construction Partners, Inc.

Industrials
-79
- 98.75%
$106.12 - $126.64 $8.38K - $10K
1 $0
IFF
International Flavors & Fragrances Inc

Basic Materials
-170
- 33.66%
$59.55 - $67.43 $10.1K - $11.5K
335 $22K
SWK
Stanley Black & Decker, Inc.

Industrials
-1
- 0.1%
$64.43 - $75.42 $64.4 - $75.4
1.03K $67K
DOCS
Doximity, Inc.

Healthcare
-119
- 95.2%
$47.07 - $73.53 $5.6K - $8.75K
6 $0
BSCS
Invesco ETF Fd Tr Invesco Bull

ETFs
-401
- 4.47%
$20.53 - $20.66 $8.23K - $8.28K
8.58K $176K
FTEC
Fidelity Covington Tr Msci Inf

ETFs
-34
- 66.67%
$219.27 - $238.71 $7.46K - $8.12K
17 $3K
BKNG
Booking Holdings Inc.

Consumer Cyclical
-1
- 16.67%
$4804.01 - $5424.55 $4.8K - $5.42K
5 $24K
IWB
Ishares Tr Russell 1000 ETF

ETFs
-27
- 3.58%
$358.39 - $376.54 $9.68K - $10.2K
727 $267K
VONE
Vanguard Russell 1000 ETF

ETFs
-227
- 0.7%
$296.54 - $311.51 $67.3K - $70.7K
32.2K $9.8M
SPSB
Spdr Portfolio Short Term Corp

ETFs
-222
- 3.86%
$30.13 - $30.32 $6.69K - $6.73K
5.53K $166K
DFAI
Dimensional ETF Tr

ETFs
-518
- 3.22%
$35.82 - $37.52 $18.6K - $19.4K
15.6K $576K
AMT
American Tower Corp

Real Estate
-7
- 1.23%
$176.64 - $193.32 $1.24K - $1.35K
563 $101K
GRBK
Green Brick Partners, Inc.

Consumer Cyclical
-136
- 97.84%
N/A
3 $0
SPAB
Spdr Portfolio Aggregate Bond

ETFs
-234
- 13.72%
$25.75 - $26.12 $6.03K - $6.11K
1.47K $37K
VOE
Vanguard Mid Cap Value Index F

ETFs
-23
- 0.74%
$169.53 - $176.53 $3.9K - $4.06K
3.07K $532K
INTC
Intel Corp

Technology
-218
- 61.58%
$34.71 - $41.53 $7.57K - $9.05K
136 $4K
STZ
Constellation Brands, Inc.

Consumer Defensive
-47
- 28.66%
$127.65 - $142.97 $6K - $6.72K
117 $15K
DFSV
Dimensional ETF Tr Dimensional

ETFs
-109
- 1.49%
$30.55 - $32.35 $3.33K - $3.53K
7.21K $226K
HOOD
Robinhood Markets, Inc.

Technology
-38
- 33.04%
$121.53 - $152.46 $4.62K - $5.79K
77 $9K
MA
Mastercard Inc

Financial Services
-2
- 1.25%
$536.85 - $580.45 $1.07K - $1.16K
158 $84K
VDE
Vanguard Energy ETF

ETFs
-46
- 62.16%
$120.37 - $129.34 $5.54K - $5.95K
28 $3K
RGTI
Rigetti Computing, Inc.

Technology
-185
- 55.22%
$25.2 - $56.12 $4.66K - $10.4K
150 $3K
KNTK
Kinetik Holdings Inc.

Energy
-16
- 2.6%
$32.89 - $40.81 $526 - $653
600 $20K
DGRO
Ishares Core Dividend Growth E

ETFs
-88
- 24.79%
$66.93 - $69.17 $5.89K - $6.09K
267 $18K
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
-90
- 6.06%
$76.84 - $80.86 $6.92K - $7.28K
1.4K $110K
HALO
Halozyme Therapeutics, Inc.

Healthcare
-67
- 84.81%
$64.1 - $74.94 $4.29K - $5.02K
12 $0
BSCQ
Invesco Et Self Idxd Fd Tr Bul

ETFs
-255
- 2.57%
$19.54 - $19.6 $4.98K - $5K
9.67K $189K
MUB
Ishares National Muni Bond ETF

ETFs
-72
- 1.22%
$106.36 - $107.61 $7.66K - $7.75K
5.81K $621K
SLQD
Ishares 0 5 Year Investment Gr

ETFs
-42
- 0.36%
$50.59 - $50.93 $2.12K - $2.14K
11.6K $585K
AMP
Ameriprise Financial Inc

Financial Services
-2
- 3.23%
$440.8 - $497.79 $882 - $996
60 $26K
SQ
Block, Inc.

Technology
-80
- 46.24%
N/A
93 $5K
WSO
Watsco Inc

Industrials
-1
- 1.52%
$343.12 - $414.9 $343 - $415
65 $22K
ESGD
Ishares Trust Ishares Esg Awar

ETFs
-52
- 9.4%
$91.84 - $96.06 $4.78K - $5K
501 $47K
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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