Portfolio (Quarterly)
Guide ↗
Rialto Wealth Management, LLC
· CIK 0002054966| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 41 | MORN | MORNINGSTAR INC | Financial Services | 3 | $508.0 | — | SOLD |
| 42 | DMRC | DIGIMARC CORP NEW | Technology | 103 | $506.0 | — | SOLD |
| 43 | SMPL | SIMPLY GOOD FOODS CO | Consumer Defensive | 35 | $503.0 | — | SOLD |
| 44 | APLE | APPLE HOSPITALITY REIT INC | Real Estate | 43 | $495.0 | — | SOLD |
| 45 | YELP | YELP INC | Communication Services | 20 | $495.0 | — | SOLD |
| 46 | LINE | LINEAGE INC | Real Estate | 15 | $492.0 | — | SOLD |
| 47 | PDM | PIEDMONT REALTY TRUST INC | Real Estate | 74 | $487.0 | — | SOLD |
| 48 | SKT | TANGER INC | Real Estate | 14 | $476.0 | — | SOLD |
| 49 | LPSN | LIVEPERSON INC | Technology | 183 | $467.0 | — | SOLD |
| 50 | LCID | LUCID GROUP INC | Consumer Cyclical | 49 | $467.0 | — | SOLD |
| 51 | LPRO | OPEN LENDING CORP | Financial Services | 371 | $464.0 | — | SOLD |
| 52 | BBBY | BED BATH & BEYOND INC | Consumer Cyclical | 100 | $464.0 | — | SOLD |
| 53 | DDD | 3D SYS CORP DEL | Technology | 242 | $455.0 | — | SOLD |
| 54 | TTD | THE TRADE DESK INC | Technology | 20 | $454.0 | — | SOLD |
| 55 | OKLO | OKLO INC | Utilities | 9 | $447.0 | — | SOLD |
| 56 | AGNC | AGNC INVT CORP | Real Estate | 44 | $442.0 | — | SOLD |
| 57 | FNKO | FUNKO INC | Consumer Cyclical | 140 | $441.0 | — | SOLD |
| 58 | TBCH | TURTLE BEACH CORP | Technology | 43 | $437.0 | — | SOLD |
| 59 | ENR | ENERGIZER HLDGS INC | Industrials | 26 | $427.0 | — | SOLD |
| 60 | — | KULR TECHNOLOGY GROUP INC | — | 179 | $425.0 | — | 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%