Portfolio (Quarterly)
Guide ↗
Rialto Wealth Management, LLC
· CIK 0002054966| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 901 | ZM | ZOOM COMMUNICATIONS INC | Technology | 40.0 | $3K | 0.00% | +20.0 | +100.0% | $86.33 | +12.8% |
| 902 | INDI | INDIE SEMICONDUCTOR INC | Technology | 767.0 | $3K | 0.00% | +121.0 | +18.7% | $4.49 | -13.0% |
| 903 | LNT | ALLIANT ENERGY CORP | Utilities | 45.0 | $3K | 0.00% | +17.0 | +60.7% | $76.31 | -10.5% |
| 904 | WDAY | WORKDAY INC | Technology | 28.0 | $3K | 0.00% | -19.0 | -40.4% | $122.43 | +60.4% |
| 905 | RGA | REINSURANCE GROUP AMER INC | Financial Services | 16.0 | $3K | 0.00% | +2.0 | +14.3% | $212.69 | +15.5% |
| 906 | NPO | ENPRO INC | Industrials | 9.0 | $3K | 0.00% | +7.0 | +350.0% | $377.00 | -18.1% |
| 907 | GOSS | GOSSAMER BIO INC | Healthcare | 20,552.0 | $3K | 0.00% | — | — | $0.16 | +7.2% |
| 908 | ATR | APTARGROUP INC | Healthcare | 27.0 | $3K | 0.00% | +15.0 | +125.0% | $125.22 | +7.0% |
| 909 | — | EXPAND ENERGY CORPORATION | — | 37.0 | $3K | 0.00% | +14.0 | +60.9% | $91.22 | — |
| 910 | CVGI | COMMERCIAL VEH GROUP INC | Consumer Cyclical | 730.0 | $3K | 0.00% | — | — | $4.62 | -32.2% |
| 911 | WAL | WESTERN ALLIANCE BANCORP | Financial Services | 41.0 | $3K | 0.00% | -3.0 | -6.8% | $82.22 | -4.4% |
| 912 | DXCM | DEXCOM INC | Healthcare | 50.0 | $3K | 0.00% | +14.0 | +38.9% | $67.36 | +33.9% |
| 913 | PODD | INSULET CORP | Healthcare | 22.0 | $3K | 0.00% | +16.0 | +266.7% | $152.27 | -5.6% |
| 914 | SM | SM ENERGY COMPANY | Energy | 128.0 | $3K | 0.00% | +36.0 | +39.1% | $26.10 | +38.4% |
| 915 | NOV | NOV INC | Energy | 180.0 | $3K | 0.00% | +64.0 | +55.2% | $18.55 | +11.8% |
| 916 | MTG | MGIC INVT CORP WIS | Financial Services | 118.0 | $3K | 0.00% | +35.0 | +42.2% | $28.20 | +10.6% |
| 917 | NDSN | NORDSON CORP | Industrials | 11.0 | $3K | 0.00% | +5.0 | +83.3% | $301.73 | +10.9% |
| 918 | TNET | TRINET GROUP INC | Industrials | 67.0 | $3K | 0.00% | +50.0 | +294.1% | $49.49 | +41.5% |
| 919 | AES | AES CORP | Utilities | 226.0 | $3K | 0.00% | +105.0 | +86.8% | $14.66 | +0.4% |
| 920 | RMD | RESMED INC | Healthcare | 17.0 | $3K | 0.00% | +5.0 | +41.7% | $194.88 | +21.9% |
① Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.
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%