Rialto-Wealth-Management

Filing Details

13F-HR2025-03-31
Report Date
2025-03-31
Filing Date
2025-04-10
Total Holdings
994
Total Value
318568571
Accession Number
0002054966-25-000002
Form Type
13F-HR
Manager Name
Rialto-Wealth-Management
Data Enrichment
83% identified
824 identified170 unidentified

Holdings

994 positions • $318.6M total value
Manager:
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Page 6 of 50
72201R817
Shares:
Value:$407.7K
% of Portfolio:0.1% ($407.7K/$318.6M)
092528603
Shares:
Value:$404.0K
% of Portfolio:0.1% ($404.0K/$318.6M)
92206C649
Shares:
Value:$403.1K
% of Portfolio:0.1% ($403.1K/$318.6M)
Otis Worldwide Corp
Shares:
Value:$402.8K
% of Portfolio:0.1% ($402.8K/$318.6M)
921932869
Shares:
Value:$396.0K
% of Portfolio:0.1% ($396.0K/$318.6M)
CHEVRON CORP
Shares:
Value:$395.8K
% of Portfolio:0.1% ($395.8K/$318.6M)
72201R783
Shares:
Value:$372.2K
% of Portfolio:0.1% ($372.2K/$318.6M)
JOHNSON & JOHNSON
Shares:
Value:$369.2K
% of Portfolio:0.1% ($369.2K/$318.6M)
922908637
Shares:
Value:$365.2K
% of Portfolio:0.1% ($365.2K/$318.6M)
EXXON MOBIL CORP
Shares:
Value:$356.1K
% of Portfolio:0.1% ($356.1K/$318.6M)
PEPSICO INC
Shares:
Value:$356.0K
% of Portfolio:0.1% ($356.0K/$318.6M)
46435U168
Shares:
Value:$354.2K
% of Portfolio:0.1% ($354.2K/$318.6M)
Cheniere Energy, Inc.
Shares:
Value:$347.8K
% of Portfolio:0.1% ($347.8K/$318.6M)
921937827
Shares:
Value:$329.5K
% of Portfolio:0.1% ($329.5K/$318.6M)
Alphabet Inc.
Shares:
Value:$328.9K
% of Portfolio:0.1% ($328.9K/$318.6M)
AMAZON COM INC
Shares:
Value:$314.7K
% of Portfolio:0.1% ($314.7K/$318.6M)
VISA INC.
Shares:
Value:$312.2K
% of Portfolio:0.1% ($312.2K/$318.6M)
25434V609
Shares:
Value:$309.1K
% of Portfolio:0.1% ($309.1K/$318.6M)
316092501
Shares:
Value:$304.3K
% of Portfolio:0.1% ($304.3K/$318.6M)
92204A876
Shares:
Value:$282.0K
% of Portfolio:0.1% ($282.0K/$318.6M)