Portfolio (Quarterly)
Guide ↗
Rialto Wealth Management, LLC
· CIK 0002054966| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 1 | VOT | VANGUARD INDEX FDS | — | 383 | $107K | 0.03% | SOLD |
| 2 | SLYG | SPDR SERIES TRUST | — | 832 | $78K | 0.02% | SOLD |
| 3 | SCHI | SCHWAB STRATEGIC TR | — | 2,536 | $58K | 0.01% | SOLD |
| 4 | FUTY | FIDELITY COVINGTON TRUST | — | 753 | $42K | 0.01% | SOLD |
| 5 | FBND | FIDELITY MERRIMACK STR TR | — | 702 | $32K | 0.01% | SOLD |
| 6 | XBI | SPDR SERIES TRUST | — | 193 | $24K | 0.01% | SOLD |
| 7 | — | ASTRAZENECA PLC | — | 250 | $23K | 0.01% | SOLD |
| 8 | SEV | APTERA MOTORS CORP | Consumer Cyclical | 3,320 | $14K | 0.00% | SOLD |
| 9 | — | MAGIC SOFTWARE ENTERPRISES L | — | 510 | $13K | 0.00% | SOLD |
| 10 | TDIV | FIRST TR EXCHANGE TRADED FD | — | 119 | $12K | 0.00% | SOLD |
| 11 | ALAB | ASTERA LABS INC | Technology | 59 | $10K | 0.00% | SOLD |
| 12 | PAAS | PAN AMERN SILVER CORP | Basic Materials | 180 | $9K | 0.00% | SOLD |
| 13 | TSEM | TOWER SEMICONDUCTOR LTD | Technology | 78 | $9K | 0.00% | SOLD |
| 14 | FJAN | FIRST TR EXCHNG TRADED FD VI | — | 150 | $8K | 0.00% | SOLD |
| 15 | LQD | ISHARES TR | — | 38 | $4K | 0.00% | SOLD |
| 16 | RXRX | RECURSION PHARMACEUTICALS IN | Healthcare | 772 | $3K | 0.00% | SOLD |
| 17 | MSOS | ADVISORSHARES TR | — | 587 | $3K | 0.00% | SOLD |
| 18 | — | VENTYX BIOSCIENCES INC | — | 296 | $3K | 0.00% | SOLD |
| 19 | — | COMERICA INC | — | 22 | $2K | — | SOLD |
| 20 | FICO | FAIR ISAAC CORP | Technology | 1 | $2K | — | SOLD |
Sector Allocation
Technology
31.9%
Financial Services
21.0%
Industrials
11.9%
Healthcare
10.1%
Consumer Cyclical
9.1%
Communication Services
4.7%
Energy
3.6%
Consumer Defensive
2.8%
Real Estate
2.4%
Utilities
1.9%