Rialto Wealth Management, LLC Purchases in Q3 2025

Rialto Wealth Management, LLC

  • $363 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
SPMD
Spdr Portfolio

ETFs
45
+ 1.1%
$54.43 - $58.29 $2.45K - $2.62K
4.15K $237K
OTEX
Open Text Corp

Technology
387
New
$27.93 - $38.16 $10.8K - $14.8K
387 $14K
DFAR
Dimensional ETF Tr Dimensional

ETFs
550
+ 40.26%
$22.9 - $24.1 $12.6K - $13.3K
1.92K $45K
AMAT
Applied Materials Inc

Technology
5
+ 0.92%
$156.25 - $204.95 $781 - $1.02K
548 $112K
APH
Amphenol Corp

Technology
6
+ 1.33%
$97.39 - $125.4 $584 - $752
457 $56K
GS
Goldman Sachs Group Inc

Financial Services
1
+ 0.81%
$696.56 - $806.32 $697 - $806
125 $99K
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
8
+ 0.16%
$39.8 - $42.86 $318 - $343
4.89K $209K
MO
Altria Group, Inc.

Consumer Defensive
3
+ 0.19%
$57.75 - $67.68 $173 - $203
1.55K $102K
MUB
Ishares National Muni Bond ETF

ETFs
1
+ 0.02%
$103.24 - $106.68 $103 - $107
5.88K $626K
AMGN
Amgen Inc

Healthcare
6
+ 0.2%
$271.18 - $309.22 $1.63K - $1.86K
2.97K $837K
DFIV
Dimensional ETF Tr

ETFs
112
+ 6.95%
$42.66 - $46.53 $4.78K - $5.21K
1.72K $79K
TJX
Tjx Companies Inc

Consumer Cyclical
26
+ 7.34%
$121.35 - $144.54 $3.16K - $3.76K
380 $54K
URI
United Rentals, Inc.

Industrials
1
+ 2.44%
$774.14 - $975.23 $774 - $975
42 $40K
IBKR
Interactive Brokers Group, Inc.

Financial Services
2
+ 0.26%
$56.32 - $68.81 $113 - $138
766 $52K
ROAD
Construction Partners, Inc.

Industrials
80
New
$93.43 - $136.74 $7.47K - $10.9K
80 $10K
DOCS
Doximity, Inc.

Healthcare
122
+ 4066.67%
$57.33 - $75.12 $6.99K - $9.16K
125 $9K
WBD
Warner Bros. Discovery, Inc.

Communication Services
451
+ 425.47%
$10.78 - $19.82 $4.86K - $8.94K
557 $10K
HSY
Hershey CO

Consumer Defensive
3
+ 0.72%
$161.95 - $193.45 $486 - $580
419 $78K
HDSN
Hudson Technologies Inc

Basic Materials
1K
New
$8.02 - $10.44 $8.02K - $10.4K
1K $9K
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
8
+ 0.54%
$72.65 - $78.68 $581 - $629
1.49K $116K
PKG
Packaging Corp Of America

Consumer Cyclical
2
+ 0.7%
$191.41 - $220.25 $383 - $441
286 $62K
SLYG
Spdr S&P 600 Small Cap Growth

ETFs
45
+ 5.72%
$87.69 - $96.0 $3.95K - $4.32K
832 $78K
BSCR
Invesco Et Self Idxd Fd Tr Bul

ETFs
401
+ 3.37%
$19.61 - $19.79 $7.86K - $7.94K
12.3K $242K
BAC
Bank Of America Corp

Financial Services
27
+ 1.46%
$44.92 - $52.42 $1.21K - $1.42K
1.88K $96K
RGTI
Rigetti Computing, Inc.

Technology
335
New
$11.33 - $32.1 $3.8K - $10.8K
335 $9K
IDXX
Idexx Laboratories Inc

Healthcare
1
+ 1.33%
$514.61 - $682.78 $515 - $683
76 $48K
QCOM
Qualcomm Inc

Technology
5
+ 0.48%
$145.84 - $173.55 $729 - $868
1.04K $172K
MCD
Mcdonalds Corp

Consumer Cyclical
1
+ 0.15%
$291.67 - $316.99 $292 - $317
676 $205K
GRBK
Green Brick Partners, Inc.

Consumer Cyclical
137
+ 6850.0%
N/A
139 $7K
GLW
Corning Inc

Technology
8
+ 3.42%
$51.6 - $82.03 $413 - $656
242 $19K
SEMR
Se Mrush Holdings, Inc.

Technology
1K
New
$7.08 - $10.0 $7.08K - $10K
1K $7K
CVNA
Carvana Co.

Consumer Cyclical
1
+ 0.63%
$326.09 - $392.66 $326 - $393
160 $60K
HOOD
Robinhood Markets, Inc.

Technology
17
+ 17.35%
$91.27 - $143.18 $1.55K - $2.43K
115 $16K
ETN
Eaton Corp PLC

Industrials
16
+ 177.78%
$342.99 - $392.76 $5.49K - $6.28K
25 $9K
FCFS
First Cash Holdings, Inc.

Financial Services
2
+ 0.79%
$120.08 - $158.42 $240 - $317
255 $40K
SSNC
Ss&C Technologies Holdings Inc

Technology
7
+ 0.81%
$81.85 - $90.2 $573 - $631
876 $77K
WMT
Walmart Inc.

Consumer Defensive
4
+ 0.42%
$94.4 - $104.27 $378 - $417
954 $98K
GD
General Dynamics Corp

Industrials
2
+ 2.11%
$293.92 - $341.0 $588 - $682
97 $33K
APP
App Lovin Corp

Technology
2
+ 18.18%
$335.1 - $718.54 $670 - $1.44K
13 $9K
ITT
Itt Inc.

Industrials
2
+ 0.97%
$155.93 - $182.88 $312 - $366
209 $37K
BDX
Becton Dickinson & CO

Healthcare
1
+ 0.38%
$172.41 - $199.66 $172 - $200
262 $49K
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
18
New
$275.84 - $326.36 $4.97K - $5.87K
18 $5K
HUBB
Hubbell Inc

Industrials
1
+ 0.42%
$410.51 - $450.93 $411 - $451
237 $101K
CMI
Cummins Inc

Industrials
2
+ 4.0%
$327.85 - $426.39 $656 - $853
52 $21K
CAT
Caterpillar Inc

Industrials
3
+ 8.57%
$390.92 - $477.15 $1.17K - $1.43K
38 $18K
KLAC
Kla Corp

Technology
1
+ 4.76%
$843.9 - $1078.6 $844 - $1.08K
22 $23K
HALO
Halozyme Therapeutics, Inc.

Healthcare
77
+ 3850.0%
$52.92 - $78.28 $4.07K - $6.03K
79 $5K
NOC
Northrop Grumman Corp

Industrials
3
+ 9.68%
$498.9 - $609.32 $1.5K - $1.83K
34 $20K
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
42
+ 4.78%
$42.26 - $47.16 $1.77K - $1.98K
921 $42K
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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