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
KBR
Kbr, Inc.

Industrials
-6
- 42.86%
$45.52 - $51.61 $273 - $310
8 $0
MCK
Mckesson Corp

Healthcare
-1
- 20.0%
$659.01 - $772.54 $659 - $773
4 $3K
MKC
Mccormick & CO Inc

Consumer Defensive
-1
- 8.33%
$64.3 - $77.17 $64.3 - $77.2
11 $0
KDP
Keurig Dr Pepper Inc.

Consumer Defensive
-3
- 11.11%
$25.5 - $35.2 $76.5 - $106
24 $0
LYFT
Lyft, Inc.

Technology
-8
- 25.0%
$13.41 - $22.93 $107 - $183
24 $0
Knife River Corp
-4
- 50.0%
N/A
4 $0
DRS
Leonardo Drs, Inc.
-1
- 10.0%
N/A
9 $0
Linde PLC
-4
- 25.0%
N/A
12 $0
HNI
Hni Corp

Industrials
-1
- 33.33%
$43.18 - $52.5 $43.2 - $52.5
2 $0
PLMR
Palomar Holdings, Inc.

Financial Services
-4
- 80.0%
$112.26 - $148.79 $449 - $595
1 $0
OGN
Organon & Co.

Healthcare
-10
- 4.15%
$8.4 - $10.85 $84 - $109
231 $2K
PRGO
Perrigo CO PLC

Healthcare
-25
- 86.21%
$20.76 - $28.43 $519 - $711
4 $0
ORLY
O Reilly Automotive Inc

Consumer Cyclical
-7
- 36.84%
$89.32 - $107.82 $625 - $755
12 $1K
OPCH
Option Care Health, Inc.

Healthcare
-1
- 20.0%
$26.82 - $31.95 $26.8 - $32
4 $0
NWBI
Northwest Bancshares, Inc.

Financial Services
-3
- 25.0%
$11.5 - $13.53 $34.5 - $40.6
9 $0
PFF
Ishares Trust Ishares Pfd And

ETFs
-376
- 2.71%
$30.67 - $32.13 $11.5K - $12.1K
13.5K $426K
ALL
Allstate Corp

Financial Services
-1
- 1.47%
$192.0 - $214.65 $192 - $215
67 $14K
IONQ
Ion Q, Inc.

Technology
-36
- 19.67%
$36.79 - $75.14 $1.32K - $2.71K
147 $9K
SLQD
Ishares 0 5 Year Investment Gr

ETFs
-12
- 0.1%
$50.29 - $50.86 $603 - $610
11.6K $589K
IJJ
Ishares S&P Midcap 400 Value E

ETFs
-2
- 0.52%
$122.57 - $132.57 $245 - $265
382 $49K
VNQ
Vanguard Specialized Funds Van

ETFs
-710
- 2.4%
$88.47 - $93.24 $62.8K - $66.2K
28.9K $2.64M
LMT
Lockheed Martin Corp

Industrials
-1
- 0.68%
$410.74 - $499.21 $411 - $499
145 $72K
LOW
Lowes Companies Inc

Consumer Cyclical
-7
- 2.65%
$215.01 - $273.02 $1.51K - $1.91K
257 $64K
SPIB
Spdr Portfolio Intermediate Te

ETFs
-251
- 0.52%
$33.26 - $34.01 $8.35K - $8.54K
47.9K $1.62M
INOD
Innodata Inc

Technology
-50
- 9.52%
$36.68 - $75.94 $1.83K - $3.8K
475 $34K
MRK
Merck & Co., Inc.

Healthcare
-210
- 3.93%
$77.6 - $87.37 $16.3K - $18.3K
5.14K $431K
XOM
Exxon Mobil Corp

Energy
-53
- 1.72%
$105.83 - $117.22 $5.61K - $6.21K
3.03K $341K
DFAU
Dimensional ETF Tr

ETFs
-898
- 6.02%
$42.42 - $45.96 $38.1K - $41.3K
14K $641K
SCHV
Schwab Strategic Tr Us Large C

ETFs
-1
- 0.01%
$27.61 - $29.15 $27.6 - $29.2
8.03K $233K
VTV
Vanguard Value ETF

ETFs
-28
- 1.72%
$175.51 - $186.57 $4.91K - $5.22K
1.6K $298K
XLU
Utilities Sector Spdr

ETFs
-22
- 0.85%
$81.14 - $87.32 $1.79K - $1.92K
2.56K $223K
DFSV
Dimensional ETF Tr Dimensional

ETFs
-178
- 2.37%
$29.2 - $32.74 $5.2K - $5.83K
7.32K $233K
ITOT
Ishares Core S&P Total U.S. St

ETFs
-63
- 2.97%
$135.0 - $146.02 $8.51K - $9.2K
2.06K $299K
VO
Vanguard Mid Cap ETF

ETFs
-972
- 4.52%
$279.83 - $293.74 $272K - $286K
20.6K $6.04M
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
-1.39K
- 3.91%
$28.15 - $30.13 $39.2K - $42K
34.3K $1.02M
VPU
Vanguard Utilities ETF

ETFs
-3
- 0.21%
$175.25 - $189.41 $526 - $568
1.46K $275K
TSLA
Tesla, Inc.

Consumer Cyclical
-2
- 1.26%
$293.94 - $444.72 $588 - $889
157 $69K
CDNS
Cadence Design Systems Inc

Technology
-1
- 0.2%
$309.46 - $373.37 $309 - $373
509 $178K
AVDE
American Centy ETF Tr Avantis

ETFs
-903
- 4.58%
$73.24 - $79.04 $66.1K - $71.4K
18.8K $1.48M
VV
Vanguard Large Cap ETF

ETFs
-13
- 0.91%
$285.05 - $309.14 $3.71K - $4.02K
1.41K $433K
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
-305
- 0.72%
$48.5 - $50.19 $14.8K - $15.3K
42K $2.1M
GE
General Electric CO

Industrials
-2
- 0.24%
$244.75 - $305.63 $490 - $611
825 $248K
PLTR
Palantir Technologies Inc.

Technology
-47
- 4.7%
$130.68 - $186.97 $6.14K - $8.79K
953 $173K
VUG
Vanguard Growth ETF

ETFs
-73
- 4.06%
$433.97 - $484.08 $31.7K - $35.3K
1.73K $827K
EFV
Msci Eafe Value ETF

ETFs
-176
- 1.39%
$62.79 - $68.42 $11.1K - $12K
12.5K $846K
VTI
Vanguard Total Stock Market Et

ETFs
-632
- 6.02%
$303.93 - $329.86 $192K - $208K
9.86K $3.24M
DFEM
Dimensional ETF Tr Emerging Mk

ETFs
-3.15K
- 4.91%
$29.55 - $32.52 $93.2K - $103K
61K $1.96M
QQQ
Invesco Qqq Trust, Series 1

ETFs
-72
- 3.45%
$546.99 - $602.2 $39.4K - $43.4K
2.02K $1.21M
IWN
Ishares Russell2000 Val ETF

ETFs
-45
- 1.22%
$157.1 - $178.94 $7.07K - $8.05K
3.65K $645K
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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