Rialto Wealth Management, LLC Purchases in Q4 2024

Rialto Wealth Management, LLC

  • $303 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
EEM
Ishares Msci Emerging Markets

ETFs
1.36K
New
$41.82 - $47.36 $57K - $64.6K
1.36K $57M
KEY
Keycorp

Financial Services
3.32K
New
$16.21 - $19.97 $53.8K - $66.3K
3.32K $56.9M
BDX
Becton Dickinson & CO

Healthcare
250
New
$220.02 - $243.75 $55K - $60.9K
250 $56.7M
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
758
New
$74.5 - $78.37 $56.5K - $59.4K
758 $56.6M
DFIV
Dimensional ETF Tr

ETFs
1.58K
New
$34.86 - $37.97 $55.2K - $60.1K
1.58K $56.2M
INTC
Intel Corp

Technology
2.8K
New
$19.07 - $26.23 $53.4K - $73.4K
2.8K $56.1M
IYR
Ishares Tr

ETFs
600
New
$90.74 - $102.87 $54.4K - $61.7K
600 $55.8M
TSLA
Tesla, Inc.

Consumer Cyclical
137
New
$213.65 - $479.86 $29.3K - $65.7K
137 $55.3M
SEIC
Sei Investments CO

Financial Services
663
New
$69.36 - $86.58 $46K - $57.4K
663 $54.7M
CSCO
Cisco Systems, Inc.

Technology
923
New
$52.45 - $60.02 $48.4K - $55.4K
923 $54.6M
Dbx ETF Tr
1.56K
New
N/A
1.56K $52.1M
KBE
Spdr S&P Bank ETF

ETFs
915
New
$51.33 - $62.76 $47K - $57.4K
915 $50.8M
IJJ
Ishares S&P Midcap 400 Value E

ETFs
384
New
$121.89 - $135.52 $46.8K - $52K
384 $48M
DFAS
Dimensional ETF Tr U S Small C

ETFs
717
New
$63.58 - $71.15 $45.6K - $51K
717 $46.7M
AXP
American Express CO

Financial Services
155
New
$267.35 - $305.57 $41.4K - $47.4K
155 $46M
MGC
Vanguard Mega Cap ETF

ETFs
210
New
$204.21 - $220.18 $42.9K - $46.2K
210 $44.7M
PGR
Progressive Corp

Financial Services
180
New
$239.6 - $268.88 $43.1K - $48.4K
180 $43.1M
ESGD
Ishares Trust Ishares Esg Awar

ETFs
564
New
$75.65 - $83.47 $42.7K - $47.1K
564 $42.9M
BIDU
Baidu, Inc.

Communication Services
500
New
$80.33 - $115.13 $40.2K - $57.6K
500 $42.2M
IFF
International Flavors & Fragrances Inc

Basic Materials
497
New
$83.96 - $106.19 $41.7K - $52.8K
497 $42M
INTU
Intuit Inc

Technology
66
New
$602.01 - $706.25 $39.7K - $46.6K
66 $41.5M
AFL
Aflac Inc

Financial Services
400
New
$100.37 - $115.27 $40.1K - $46.1K
400 $41.4M
GSLC
Goldman Sachs ETF Tr Activebet

ETFs
351
New
$111.85 - $120.71 $39.3K - $42.4K
351 $40.4M
IDEV
Ishares Core Msci Intl Develop

ETFs
602
New
$64.18 - $70.42 $38.6K - $42.4K
602 $38.8M
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
824
New
$44.33 - $49.55 $36.5K - $40.8K
824 $37M
HES
Hess Corp

Energy
277
New
$127.66 - $148.65 $35.4K - $41.2K
277 $36.8M
FUTY
Fidelity Covington Tr Msci Uti

ETFs
753
New
$48.17 - $53.38 $36.3K - $40.2K
753 $36.7M
STZ
Constellation Brands, Inc.

Consumer Defensive
166
New
$219.66 - $257.62 $36.5K - $42.8K
166 $36.7M
CWI
Spdr Ser Tr Spdr Msci Acwi Ex

ETFs
1.29K
New
$27.88 - $30.51 $35.9K - $39.2K
1.29K $35.9M
PSK
Spdr Ser Tr Spdr Ice Pfd Sec E

ETFs
1.09K
New
$32.75 - $35.81 $35.6K - $38.9K
1.09K $35.9M
TRMB
Trimble Inc.

Technology
500
New
$60.21 - $75.4 $30.1K - $37.7K
500 $35.3M
IBM
International Business Machines Corp

Technology
161
New
$204.9 - $238.04 $33K - $38.3K
161 $35.3M
DHR
Danaher Corp

Healthcare
149
New
$226.16 - $274.52 $33.7K - $40.9K
149 $34.3M
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
258
New
$131.66 - $144.0 $34K - $37.2K
258 $34.1M
KNTK
Kinetik Holdings Inc.

Energy
600
New
$45.65 - $61.95 $27.4K - $37.2K
600 $34M
VUSB
Vanguard Bd Index Fds
680
New
N/A
680 $33.7M
IBKR
Interactive Brokers Group, Inc.

Financial Services
188
New
$138.3 - $192.95 $26K - $36.3K
188 $33.2M
USB
Us Bancorp \De\

Financial Services
694
New
$43.98 - $53.66 $30.5K - $37.2K
694 $33.2M
DGRO
Ishares Core Dividend Growth E

ETFs
534
New
$60.73 - $64.94 $32.4K - $34.7K
534 $32.8M
PNC
Pnc Financial Services Group, Inc.

Financial Services
167
New
$178.39 - $215.0 $29.8K - $35.9K
167 $32.2M
DFAR
Dimensional ETF Tr Dimensional

ETFs
1.37K
New
$22.72 - $25.76 $31K - $35.2K
1.37K $31.8M
K
Kellogg CO

Consumer Defensive
392
New
$80.34 - $81.29 $31.5K - $31.9K
392 $31.7M
QUAL
Ishares Msci Usa Quality Facto

ETFs
177
New
$176.42 - $186.91 $31.2K - $33.1K
177 $31.5M
FCFS
First Cash Holdings, Inc.

Financial Services
303
New
$100.54 - $114.86 $30.5K - $34.8K
303 $31.4M
CVNA
Carvana Co.

Consumer Cyclical
154
New
$175.8 - $260.8 $27.1K - $40.2K
154 $31.3M
VXF
Vanguard Extended Market ETF

ETFs
163
New
$179.17 - $207.15 $29.2K - $33.8K
163 $31M
WSO
Watsco Inc

Industrials
65
New
$466.57 - $568.78 $30.3K - $37K
65 $30.8M
XYL
Xylem Inc.

Industrials
265
New
$116.02 - $137.45 $30.7K - $36.4K
265 $30.7M
PFFD
Global X Fds U S Pfd ETF (De)

ETFs
1.57K
New
$19.47 - $20.95 $30.5K - $32.8K
1.57K $30.6M
Activity Summary
Buys All Purchases 521 New Holdings 521 Increased Positions 0 Sells All Sells 0 Reductions 0 Sold out 0 Options Calls 0 Puts 0
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