Catalytic Wealth Ria, LLC Purchases in Q4 2024

Catalytic Wealth Ria, LLC

  • $569 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
134K
New
$48.33 - $49.08 $6.46M - $6.56M
134K $6.47B
BRK-A
Berkshire Hathaway Inc

Financial Services
6
New
$664750.0 - $724132.5 $3.99M - $4.34M
6 $4.09B
Bitwise Bitcoin ETF Tr
52.5K
New
N/A
52.5K $2.67B
GOOG
Alphabet Inc.

Communication Services
161
+ 0.16%
$163.08 - $198.16 $26.3K - $31.9K
101K $19.2B
CB
Chubb LTD

Financial Services
8.19K
+ 329.47%
$271.57 - $301.89 $2.23M - $2.47M
10.7K $2.95B
TXN
Texas Instruments Inc

Technology
11.2K
New
N/A
11.2K $2.1B
META
Meta Platforms, Inc.

Communication Services
2.07K
+ 30.27%
$554.08 - $632.68 $1.15M - $1.31M
8.92K $5.22B
JPM
Jpmorgan Chase & CO

Financial Services
1.48K
+ 5.08%
$205.18 - $250.29 $304K - $371K
30.7K $7.36B
GS
Goldman Sachs Group Inc

Financial Services
1.13K
+ 22.3%
$486.1 - $608.57 $548K - $686K
6.18K $3.54B
WELL
Welltower Inc.

Real Estate
7.64K
+ 49.67%
$123.11 - $139.3 $940K - $1.06M
23K $2.9B
VUG
Vanguard Growth ETF

ETFs
1.02K
+ 5.6%
$378.79 - $428.11 $388K - $438K
19.3K $7.93B
Bitwise Ethereum ETF
33.7K
New
N/A
33.7K $808M
TECH
Bio Techne Corp

Healthcare
11.2K
New
$66.37 - $78.17 $741K - $873K
11.2K $805M
Ishares Tr
29.2K
New
N/A
29.2K $742M
QQQ
Invesco Qqq Trust, Series 1

ETFs
950
+ 9.46%
$481.22 - $538.17 $457K - $511K
11K $5.62B
MA
Mastercard Inc

Financial Services
829
+ 11.87%
$491.3 - $536.15 $407K - $444K
7.81K $4.11B
WMT
Walmart Inc.

Consumer Defensive
2.79K
+ 6.97%
$79.1 - $95.7 $220K - $267K
42.7K $3.86B
TSLA
Tesla, Inc.

Consumer Cyclical
104
+ 2.84%
$213.65 - $479.86 $22.2K - $49.9K
3.76K $1.52B
AMT
American Tower Corp

Real Estate
4.43K
+ 80.67%
$179.4 - $232.01 $794K - $1.03M
9.92K $1.82B
DLR
Digital Realty Trust, Inc.

Real Estate
2.38K
+ 35.95%
$156.46 - $195.69 $373K - $466K
9K $1.6B
TMUS
T Mobile Us, Inc.

Communication Services
1.59K
+ 14.33%
$206.1 - $246.94 $328K - $393K
12.7K $2.8B
Arista Networks Inc
4.26K
New
N/A
4.26K $470M
VGT
Vanguard Information Technolog

ETFs
591
+ 27.93%
$571.78 - $647.97 $338K - $383K
2.71K $1.68B
MSI
Motorola Solutions, Inc.

Technology
824
+ 54.82%
$449.08 - $504.6 $370K - $416K
2.33K $1.08B
INDA
Ishares Msci India Index Fund

ETFs
7.01K
New
$52.64 - $58.16 $369K - $408K
7.01K $369M
MCHP
Microchip Technology Inc

Technology
6.33K
New
$55.51 - $79.05 $351K - $501K
6.33K $363M
PTCT
Ptc Therapeutics, Inc.

Healthcare
8.03K
New
$34.99 - $52.07 $281K - $418K
8.03K $363M
SUI
Sun Communities Inc

Real Estate
3.14K
+ 105.65%
$119.89 - $139.05 $376K - $437K
6.11K $752M
VCLT
Vanguard Lg Trm Corp Bd ETF

ETFs
4.58K
New
$74.68 - $81.45 $342K - $373K
4.58K $343M
SE
Sea LTD

Consumer Cyclical
3.22K
New
$93.56 - $117.41 $301K - $377K
3.22K $341M
MRK
Merck & Co., Inc.

Healthcare
6.28K
+ 29.28%
$96.31 - $114.76 $605K - $721K
27.7K $2.76B
VO
Vanguard Mid Cap ETF

ETFs
1.2K
+ 9.38%
$261.5 - $284.63 $314K - $342K
14K $3.7B
WY
Weyerhaeuser CO

Real Estate
13.3K
+ 141.15%
$27.21 - $33.7 $361K - $447K
22.7K $638M
Listed Fd Tr
5.75K
New
N/A
5.75K $313M
BYD
Boyd Gaming Corp

Consumer Cyclical
4.23K
New
$62.5 - $75.64 $264K - $320K
4.23K $307M
IWF
Ishares Russell 1000 Gr ETF

ETFs
283
+ 4.28%
$370.24 - $418.94 $105K - $119K
6.9K $2.77B
QCOM
Qualcomm Inc

Technology
2.67K
+ 34.71%
$150.4 - $178.04 $402K - $476K
10.4K $1.59B
GDDY
Go Daddy Inc.

Technology
1.41K
New
$153.16 - $209.03 $216K - $295K
1.41K $278M
Ge Vernova Inc
824
New
N/A
824 $271M
BX
Blackstone Inc.

Financial Services
1.56K
New
$148.45 - $199.05 $231K - $310K
1.56K $269M
Blackrock Inc
252
New
N/A
252 $258M
NOW
Service Now, Inc.

Technology
21
+ 1.56%
$867.18 - $1148.42 $18.2K - $24.1K
1.37K $1.45B
VB
Vanguard Small Cap ETF

ETFs
925
+ 13.26%
$233.76 - $261.58 $216K - $242K
7.9K $1.9B
CWS
Advisorshares Tr Advisorshares

ETFs
4.48K
+ 31.47%
$64.77 - $71.56 $290K - $320K
18.7K $1.21B
PEP
Pepsico Inc

Consumer Defensive
3.08K
+ 23.31%
$151.29 - $176.1 $467K - $543K
16.3K $2.48B
PLTR
Palantir Technologies Inc.

Technology
74
+ 1.27%
$36.46 - $82.38 $2.7K - $6.1K
5.89K $445M
SPG
Simon Property Group Inc

Real Estate
1.2K
+ 19.29%
$167.23 - $183.84 $200K - $220K
7.41K $1.28B
NFLX
Netflix Inc

Communication Services
112
+ 16.33%
$687.65 - $936.56 $77K - $105K
798 $711M
COLD
Americold Realty Trust

Real Estate
10.4K
New
$21.03 - $27.78 $220K - $290K
10.4K $224M
Activity Summary
Buys All Purchases 130 New Holdings 28 Increased Positions 102 Sells All Sells 140 Reductions 140 Sold out 0 Options Calls 0 Puts 0
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