Rialto Wealth Management, LLC Sells in Q3 2025

Rialto Wealth Management, LLC

  • $363 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
IWS
Ishares Russell Midcap Value E

ETFs
-225
- 16.79%
$132.83 - $140.61 $29.9K - $31.6K
1.12K $155K
PAYX
Paychex Inc

Industrials
-6
- 0.57%
$126.69 - $147.99 $760 - $888
1.04K $131K
VIOV
Vanguard S&P Small Cap 600 Val

ETFs
-406
- 21.1%
$85.31 - $97.03 $34.6K - $39.4K
1.52K $144K
IVOV
Vanguard S&P Mid Cap 400 Value

ETFs
-265
- 20.0%
$94.73 - $102.36 $25.1K - $27.1K
1.06K $106K
AMT
American Tower Corp

Real Estate
-1
- 0.18%
$192.32 - $232.35 $192 - $232
570 $109K
FFIV
F5, Inc.

Technology
-59
- 83.1%
$290.76 - $334.59 $17.2K - $19.7K
12 $3K
LBRDK
Liberty Broadband Corp

Communication Services
-165
- 98.8%
$58.3 - $100.8 $9.62K - $16.6K
2 $0
ACN
Accenture PLC

Technology
-7
- 2.82%
$232.56 - $304.78 $1.63K - $2.13K
241 $59K
SNOW
Snowflake Inc.

Technology
-65
- 89.04%
$191.73 - $241.0 $12.5K - $15.7K
8 $1K
DFSD
Dimensional ETF Tr Short Durat

ETFs
-237
- 42.93%
$47.86 - $48.43 $11.3K - $11.5K
315 $15K
UPS
United Parcel Service Inc

Industrials
-105
- 92.92%
$82.58 - $105.54 $8.67K - $11.1K
8 $0
HYS
Pimco ETF Tr 1 5 Yr High Yield

ETFs
-138
- 3.47%
$94.11 - $95.78 $13K - $13.2K
3.84K $367K
VOT
Vanguard Mid Cap Growth Index

ETFs
-47
- 10.93%
$282.75 - $294.19 $13.3K - $13.8K
383 $112K
FVD
First Tr Value Line Divid Inde

ETFs
-329
- 9.43%
$44.73 - $46.86 $14.7K - $15.4K
3.16K $146K
LLY
Eli Lilly & CO

Healthcare
-8
- 4.82%
$625.65 - $812.69 $5.01K - $6.5K
158 $120K
DHR
Danaher Corp

Healthcare
-46
- 28.05%
$181.46 - $212.2 $8.35K - $9.76K
118 $23K
ACGL
Arch Capital Group Ltd.

Financial Services
-104
- 75.36%
$85.61 - $93.54 $8.9K - $9.73K
34 $3K
T
At&T Inc.

Communication Services
-217
- 9.47%
$26.94 - $29.62 $5.85K - $6.43K
2.08K $58K
BMY
Bristol Myers Squibb CO

Healthcare
-150
- 19.53%
$43.31 - $48.98 $6.5K - $7.35K
618 $27K
STZ
Constellation Brands, Inc.

Consumer Defensive
-16
- 8.89%
$131.78 - $176.09 $2.11K - $2.82K
164 $22K
IBHF
Ishares Tr Ibonds 2026 Term Hi

ETFs
-717
- 1.07%
$23.09 - $23.43 $16.6K - $16.8K
66.5K $1.55M
IFF
International Flavors & Fragrances Inc

Basic Materials
-11
- 2.13%
$60.3 - $77.46 $663 - $852
505 $31K
AFRM
Affirm Holdings, Inc.

Technology
-89
- 92.71%
$64.05 - $92.18 $5.7K - $8.2K
7 $0
A
Agilent Technologies, Inc.

Healthcare
-52
- 81.25%
$112.04 - $128.75 $5.83K - $6.7K
12 $1K
KO
Coca Cola CO

Consumer Defensive
-4
- 0.32%
$65.67 - $71.67 $263 - $287
1.25K $82K
COIN
Coinbase Global, Inc.

Technology
-16
- 29.63%
$297.99 - $419.78 $4.77K - $6.72K
38 $12K
DGRO
Ishares Core Dividend Growth E

ETFs
-122
- 25.58%
$64.12 - $68.08 $7.82K - $8.31K
355 $24K
SOFI
So Fi Technologies, Inc.

Financial Services
-435
- 61.01%
$17.64 - $29.81 $7.67K - $13K
278 $7K
CRK
Comstock Resources Inc

Energy
-31
- 5.68%
$15.03 - $25.26 $466 - $783
515 $10K
FHLC
Fidelity Covington Tr Msci Hea

ETFs
-109
- 11.71%
$61.56 - $66.95 $6.71K - $7.3K
822 $54K
ISRG
Intuitive Surgical Inc

Healthcare
-7
- 35.0%
$433.66 - $544.47 $3.04K - $3.81K
13 $5K
BBIO
Bridge Bio Pharma, Inc.

Healthcare
-104
- 47.93%
$42.78 - $54.29 $4.45K - $5.65K
113 $5K
CI
Cigna Corp

Healthcare
-5
- 8.93%
$262.23 - $334.39 $1.31K - $1.67K
51 $14K
ROP
Roper Technologies Inc

Industrials
-3
- 10.34%
$495.03 - $573.0 $1.49K - $1.72K
26 $12K
MDLZ
Mondelez International, Inc.

Consumer Defensive
-55
- 37.93%
$60.9 - $70.75 $3.35K - $3.89K
90 $5K
MTB
M&T Bank Corp

Financial Services
-25
- 22.12%
$183.74 - $204.05 $4.59K - $5.1K
88 $17K
VHT
Vanguard Health Care ETF

ETFs
-20
- 19.42%
$239.12 - $259.95 $4.78K - $5.2K
83 $21K
PM
Philip Morris International Inc.

Consumer Defensive
-2
- 1.03%
$157.77 - $183.27 $316 - $367
193 $31K
XYL
Xylem Inc.

Industrials
-63
- 22.99%
$129.67 - $147.5 $8.17K - $9.29K
211 $31K
SCHH
Schwab Strategic U.S. Reit ETF

ETFs
-426
- 3.38%
$20.76 - $21.78 $8.84K - $9.28K
12.2K $262K
DE
Deere & CO

Industrials
-6
- 75.0%
$457.26 - $524.37 $2.74K - $3.15K
2 $0
SBAC
Sba Communications Corp

Real Estate
-1
- 1.35%
$191.35 - $239.35 $191 - $239
73 $14K
FIS
Fidelity National Information Services, Inc.

Technology
-29
- 78.38%
$63.37 - $82.35 $1.84K - $2.39K
8 $0
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
-74
- 20.56%
$68.24 - $73.73 $5.05K - $5.46K
286 $21K
VRSK
Verisk Analytics, Inc.

Industrials
-1
- 2.17%
$242.3 - $312.95 $242 - $313
45 $11K
CMCSA
Comcast Corp

Communication Services
-57
- 27.94%
$31.41 - $36.33 $1.79K - $2.07K
147 $4K
PSA
Public Storage

Real Estate
-4
- 10.53%
$271.94 - $298.09 $1.09K - $1.19K
34 $9K
GWW
W.W. Grainger, Inc.

Industrials
-1
- 50.0%
$932.44 - $1059.49 $932 - $1.06K
1 $0
AIG
American International Group, Inc.

Financial Services
-23
- 63.89%
$76.34 - $85.87 $1.76K - $1.98K
13 $1K
Activity Summary
Buys All Purchases 915 New Holdings 103 Increased Positions 812 Sells All Sells 314 Reductions 314 Sold out 0 Options Calls 0 Puts 0
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