Rialto Wealth Management, LLC Q4 2024 Filing

Filed February 7, 2025

Portfolio Value

$302.8M

Holdings

521

Report Date

Q4 2024

Filing Type

13F-HR

All Holdings (521 positions)

StockValue
JHMDJOHN HANCOCK EXCHANGE TRADED
$94K
GILDGILEAD SCIENCES INC
$92K
XLFSELECT SECTOR SPDR TR
$92K
JEPIJ P MORGAN EXCHANGE TRADED F
$91K
TERTERADYNE INC
$91K
KKRKKR & CO INC
$89K
NBTBNBT BANCORP INC
$87K
APDAIR PRODS & CHEMS INC
$87K
GWXSPDR INDEX SHS FDS
$86K
WMTWALMART INC
$86K
AMATAPPLIED MATLS INC
$85K
PSXPHILLIPS 66
$85K
MUMICRON TECHNOLOGY INC
$84K
BMYBRISTOL-MYERS SQUIBB CO
$84K
INDAISHARES TR
$84K
PLTRPALANTIR TECHNOLOGIES INC
$84K
BSCPINVESCO EXCH TRD SLF IDX FD
$82K
SWKSTANLEY BLACK & DECKER INC
$80K
MOALTRIA GROUP INC
$79K
TAT&T INC
$78K
BACBANK AMERICA CORP
$76K
SHYISHARES TR
$75K
DUHPDIMENSIONAL ETF TRUST
$74K
KOCOCA COLA CO
$73K
VFHVANGUARD WORLD FD
$73K
DFSUDIMENSIONAL ETF TRUST
$73K
SCHPSCHWAB STRATEGIC TR
$72K
DFCFDIMENSIONAL ETF TRUST
$72K
MAMASTERCARD INCORPORATED
$72K
ACNACCENTURE PLC IRELAND
$70K
JHMMJOHN HANCOCK EXCHANGE TRADED
$70K
EWXSPDR INDEX SHS FDS
$69K
LOWLOWES COS INC
$69K
ORCLORACLE CORP
$68K
IYFISHARES TR
$67K
LMTLOCKHEED MARTIN CORP
$66K
DFUSDIMENSIONAL ETF TRUST
$66K
GSGOLDMAN SACHS GROUP INC
$66K
GEVGE VERNOVA INC
$66K
SSNCSS&C TECHNOLOGIES HLDGS INC
$64K
SCHDSCHWAB STRATEGIC TR
$64K
PKGPACKAGING CORP AMER
$63K
RQICOHEN & STEERS QUALITY INCOM
$63K
NFLXNETFLIX INC
$62K
SPEMSPDR INDEX SHS FDS
$60K
PHBINVESCO EXCH TRADED FD TR II
$60K
IWRISHARES TR
$59K
OKEONEOK INC NEW
$59K
ACWIISHARES TR
$59K
VTIPVANGUARD MALVERN FDS
$58K
EEMISHARES TR
$57K
KEYKEYCORP
$57K
BDXBECTON DICKINSON & CO
$57K
BIVVANGUARD BD INDEX FDS
$57K
DFIVDIMENSIONAL ETF TRUST
$56K
INTCINTEL CORP
$56K
IYRISHARES TR
$56K
TSLATESLA INC
$55K
SEICSEI INVTS CO
$55K
CSCOCISCO SYS INC
$55K
BILZPIMCO ETF TR
$54K
XAIXDBX ETF TR
$52K
KBESPDR SER TR
$51K
IJJISHARES TR
$48K
DFASDIMENSIONAL ETF TRUST
$47K
AXPAMERICAN EXPRESS CO
$46K
MGCVANGUARD WORLD FD
$45K
PGRPROGRESSIVE CORP
$43K
ESGDISHARES TR
$43K
BIDUNBAIDU INC
$42K
IFFINTERNATIONAL FLAVORS&FRAGRA
$42K
INTUINTUIT
$41K
AFLAFLAC INC
$41K
GSLCGOLDMAN SACHS ETF TR
$40K
IDEVISHARES TR
$39K
SPSMSPDR SER TR
$37K
HESHESS CORP
$37K
FUTYFIDELITY COVINGTON TRUST
$37K
STZCONSTELLATION BRANDS INC
$37K
CWISPDR INDEX SHS FDS
$36K
LVLNSPDR SER TR
$36K
TRMBTRIMBLE INC
$35K
IBMINTERNATIONAL BUSINESS MACHS
$35K
DHRDANAHER CORPORATION
$34K
SDYSPDR SER TR
$34K
KNTKKINETIK HOLDINGS INC
$34K
VUSBVANGUARD BD INDEX FDS
$34K
IBKRINTERACTIVE BROKERS GROUP IN
$33K
USBUS BANCORP DEL
$33K
DGROISHARES TR
$33K
PNCPNC FINL SVCS GROUP INC
$32K
DFARDIMENSIONAL ETF TRUST
$32K
KELKELLANOVA
$32K
QUALISHARES TR
$32K
FCFSFIRSTCASH HOLDINGS INC
$31K
CVNACARVANA CO
$31K
VXFVANGUARD INDEX FDS
$31K
WSOWATSCO INC
$31K
XYLXYLEM INC
$31K
PFFDGLOBAL X FDS
$31K
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