Portfolio (Quarterly)
Guide ↗
Rialto Wealth Management, LLC
· CIK 0002054966| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 21 | BBJP | J P MORGAN EXCHANGE TRADED F | — | 23 | $2K | — | SOLD |
| 22 | INFQ | INFLEQTION INC | Technology | 150 | $1K | — | SOLD |
| 23 | BLD | TOPBUILD COR | Industrials | 4 | $1K | — | SOLD |
| 24 | SRPT | SAREPTA THERAPEUTICS INC | Healthcare | 50 | $1K | — | SOLD |
| 25 | BBCA | J P MORGAN EXCHANGE TRADED F | — | 11 | $1K | — | SOLD |
| 26 | BBAX | J P MORGAN EXCHANGE TRADED F | — | 17 | $1K | — | SOLD |
| 27 | BBEU | J P MORGAN EXCHANGE TRADED F | — | 13 | $942.0 | — | SOLD |
| 28 | SAM | BOSTON BEER INC | Consumer Defensive | 4 | $922.0 | — | SOLD |
| 29 | VRRM | VERRA MOBILITY CORP | Technology | 62 | $886.0 | — | SOLD |
| 30 | PBH | PRESTIGE CONSMR HEALTHCARE I | Healthcare | 14 | $830.0 | — | SOLD |
| 31 | EPAM | EPAM SYS INC | Technology | 6 | $813.0 | — | SOLD |
| 32 | CLBK | COLUMBIA FINL INC | Financial Services | 38 | $666.0 | — | SOLD |
| 33 | FDP | FRESH DEL MONTE PRODUCE INC | Consumer Defensive | 15 | $604.0 | — | SOLD |
| 34 | — | SOLV ENERGY INC | — | 20 | $601.0 | — | SOLD |
| 35 | CDLX | CARDLYTICS INC | Communication Services | 540 | $567.0 | — | SOLD |
| 36 | — | APARTMENT INVT & MGMT CO | — | 139 | $566.0 | — | SOLD |
| 37 | BRBR | BELLRING BRANDS INC | Consumer Defensive | 33 | $531.0 | — | SOLD |
| 38 | — | UNITED SEC BANCSHARES CALIF | — | 50 | $526.0 | — | SOLD |
| 39 | EPRT | ESSENTIAL PPTYS RLTY TR INC | Real Estate | 17 | $517.0 | — | SOLD |
| 40 | HCKT | HACKETT GROUP INC | Technology | 39 | $508.0 | — | SOLD |
Sector Allocation
Technology
34.7%
Financial Services
21.0%
Industrials
12.3%
Healthcare
9.4%
Consumer Cyclical
7.8%
Communication Services
3.6%
Energy
3.2%
Real Estate
2.8%
Consumer Defensive
2.4%
Utilities
2.1%