Rialto Wealth Management, LLC
Position in SWX — Southwest Gas Holdings, Inc.
CIK 2054966
SYRACUSE, NY
Position in SWX
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$2,217
+$566 QoQ
Shares Held
25
+31.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#379
of 409 holders
Holding Since
Jun 2025
5 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in SWX Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Gas
Utilities · as of Jun 30, 2026Rialto Wealth Management, LLC holds $19,245 across 13 Utilities - Regulated Gas names. SWX ranks #3 (11.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NI |
Nisource Inc.
|
96 | $4,564 | |
| 2 | ATO |
Atmos Energy Corp
|
26 | $4,479 | |
| 3 | SWX |
Southwest Gas Holdings, Inc.
This page
|
25 | $2,217 | |
| 4 | NJR |
New Jersey Resources Corp
|
39 | $2,185 | |
| 5 | UGI |
Ugi Corp /Pa/
|
57 | $1,968 | |
| 6 | BIPC |
Brookfield Infrastructure Corp
|
37 | $1,424 | |
| 7 | OGS |
ONE Gas, Inc.
|
8 | $616 | |
| 8 | RGCO |
Rgc Resources Inc
|
22 | $525 |
All Filings in SWX
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,217 | 25 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $1,651 | 19 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $1,360 | 17 | Shares | Sole | 2026-01-12 | |
| 2025-09-30 | $1,331 | 17 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $1,264 | 17 | Shares | Sole | 2025-08-06 | |
| No filing history on record for this holder in this stock. | ||||||