Catalytic Wealth Ria, LLC Purchases in Q3 2024

Catalytic Wealth Ria, LLC

  • $573 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
Tcw ETF Trust
372K
New
N/A
372K $13.8B
AAPL
Apple Inc.

Technology
10.6K
+ 9.98%
$207.23 - $234.82 $2.2M - $2.49M
117K $27.2B
NVDA
Nvidia Corp

Technology
35.7K
+ 50.21%
$98.91 - $134.91 $3.53M - $4.82M
107K $13B
PSA
Public Storage

Real Estate
905
+ 3.96%
$283.13 - $365.01 $256K - $330K
23.8K $8.65B
JPM
Jpmorgan Chase & CO

Financial Services
8.86K
+ 43.51%
$194.9 - $224.8 $1.73M - $1.99M
29.2K $6.16B
TT
Trane Technologies PLC

Industrials
3.02K
+ 44.48%
$314.21 - $388.71 $948K - $1.17M
9.8K $3.81B
TLT
Ishares Barclays 20+ Year Trea

ETFs
16K
New
$89.91 - $101.33 $1.44M - $1.62M
16K $1.57B
COST
Costco Wholesale Corp

Consumer Defensive
1.46K
+ 62.91%
$801.83 - $917.05 $1.17M - $1.34M
3.77K $3.34B
REGN
Regeneron Pharmaceuticals, Inc.

Healthcare
1.27K
New
$1024.09 - $1201.76 $1.3M - $1.53M
1.27K $1.33B
TMO
Thermo Fisher Scientific Inc.

Healthcare
1.65K
+ 38.85%
$531.86 - $624.21 $877K - $1.03M
5.89K $3.64B
UNH
Unitedhealth Group Inc

Healthcare
807
+ 8.82%
$488.01 - $604.18 $394K - $488K
9.96K $5.82B
TJX
Tjx Companies Inc

Consumer Cyclical
8.14K
+ 33.07%
$107.93 - $120.23 $879K - $979K
32.8K $3.85B
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
6.14K
+ 67.2%
$147.95 - $191.05 $908K - $1.17M
15.3K $2.65B
GOOGL
Alphabet Inc.

Communication Services
11.3K
+ 22.16%
$148.65 - $191.18 $1.67M - $2.15M
62K $10.3B
WELL
Welltower Inc.

Real Estate
5.83K
+ 61.09%
$104.0 - $129.74 $606K - $756K
15.4K $1.97B
PLD
Prologis, Inc.

Real Estate
6.35K
+ 59.37%
$111.95 - $132.43 $710K - $840K
17K $2.15B
ACN
Accenture PLC

Technology
2.26K
+ 75.84%
$295.44 - $355.81 $668K - $804K
5.24K $1.85B
SPY
Spdr S&P 500 ETF Trust

ETFs
168
+ 0.59%
$517.38 - $573.86 $86.9K - $96.4K
28.6K $16.4B
HD
Home Depot, Inc.

Consumer Cyclical
1.75K
+ 63.81%
$333.64 - $405.2 $584K - $710K
4.5K $1.82B
ETN
Eaton Corp PLC

Industrials
2.19K
+ 74.65%
$272.52 - $333.02 $596K - $729K
5.12K $1.7B
MA
Mastercard Inc

Financial Services
918
+ 15.13%
$429.6 - $500.99 $394K - $460K
6.99K $3.45B
AXP
American Express CO

Financial Services
2.81K
New
$225.92 - $271.17 $635K - $762K
2.81K $762M
TRV
Travelers Companies, Inc.

Financial Services
3K
New
$201.87 - $242.35 $605K - $727K
3K $702M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
838
+ 15.57%
$405.19 - $478.57 $340K - $401K
6.22K $2.86B
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
12.7K
New
$49.93 - $51.15 $635K - $650K
12.7K $650M
AMZN
Amazon Com Inc

Consumer Cyclical
5.11K
+ 11.25%
$161.02 - $200.0 $823K - $1.02M
50.5K $9.41B
WMT
Walmart Inc.

Consumer Defensive
1.5K
+ 3.9%
$66.91 - $81.4 $100K - $122K
39.9K $3.23B
SYK
Stryker Corp

Healthcare
1.67K
+ 181.02%
$315.94 - $371.96 $527K - $621K
2.59K $936M
ORLY
O Reilly Automotive Inc

Consumer Cyclical
536
New
$1015.62 - $1159.62 $544K - $622K
536 $617M
MDT
Medtronic PLC

Healthcare
4.4K
+ 25.0%
$76.84 - $91.03 $338K - $400K
22K $1.98B
MS
Morgan Stanley

Financial Services
5.55K
New
$92.07 - $106.96 $511K - $594K
5.55K $579M
ROK
Rockwell Automation, Inc

Industrials
2.08K
New
$248.27 - $294.37 $517K - $613K
2.08K $559M
CSCO
Cisco Systems, Inc.

Technology
6.27K
+ 16.87%
$44.74 - $53.22 $280K - $334K
43.4K $2.31B
PG
Procter & Gamble CO

Consumer Defensive
2.67K
+ 33.33%
$160.76 - $177.82 $429K - $474K
10.7K $1.85B
Labcorp Holdings Inc
2.36K
New
N/A
2.36K $527M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
2
+ 0.0%
$105.53 - $118.34 $211 - $237
50.7K $5.93B
Smurfit Westrock PLC
10.5K
New
N/A
10.5K $520M
ORCL
Oracle Corp

Technology
1.83K
+ 26.47%
$125.9 - $170.35 $231K - $312K
8.75K $1.49B
TMUS
T Mobile Us, Inc.

Communication Services
924
+ 9.07%
$175.14 - $206.36 $162K - $191K
11.1K $2.29B
AVLV
American Centy ETF Tr Avantis
7.48K
New
$60.05 - $65.83 $449K - $492K
7.48K $492M
META
Meta Platforms, Inc.

Communication Services
32
+ 0.47%
$453.41 - $572.44 $14.5K - $18.3K
6.85K $3.92B
EQIX
Equinix Inc

Real Estate
397
+ 39.9%
$749.0 - $890.01 $297K - $353K
1.39K $1.24B
AVUV
American Centy ETF Tr Avantis

ETFs
4.52K
New
$88.24 - $99.7 $399K - $450K
4.52K $433M
BK
Bank Of New York Mellon Corp

Financial Services
5.96K
New
$59.54 - $72.17 $355K - $430K
5.96K $428M
ECL
Ecolab Inc.

Basic Materials
1.6K
+ 187.35%
$228.86 - $255.76 $366K - $409K
2.45K $627M
NEAR
Blackrock Short Maturity Bond

ETFs
7.19K
+ 13.83%
$50.09 - $51.31 $360K - $369K
59.2K $3.03B
EA
Electronic Arts Inc.

Communication Services
2.77K
New
$137.32 - $151.82 $380K - $420K
2.77K $397M
Te Connectivity PLC
2.48K
New
N/A
2.48K $374M
PEP
Pepsico Inc

Consumer Defensive
1.84K
+ 16.17%
$161.9 - $179.3 $298K - $330K
13.2K $2.25B
Activity Summary
Buys All Purchases 161 New Holdings 41 Increased Positions 120 Sells All Sells 113 Reductions 113 Sold out 0 Options Calls 0 Puts 0
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