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
GS
Goldman Sachs Group Inc

Financial Services
332
+ 7.03%
$459.02 - $510.25 $152K - $169K
5.05K $2.5B
MT
Arcelor Mittal

Basic Materials
13.9K
New
$21.09 - $26.26 $293K - $365K
13.9K $365M
CL
Colgate Palmolive CO

Consumer Defensive
3.48K
New
$95.54 - $108.77 $333K - $379K
3.48K $362M
SCHV
Schwab Strategic Tr Us Large C

ETFs
4.42K
New
$73.43 - $80.37 $324K - $355K
4.42K $355M
DUK
Duke Energy Corp

Utilities
960
+ 6.52%
$99.35 - $117.71 $95.4K - $113K
15.7K $1.81B
NEA
Nuveen Amt Free Quality Municipal Income Fund

Financial Services
25.9K
+ 71.12%
$11.31 - $11.96 $293K - $310K
62.3K $746M
IR
Ingersoll Rand Inc.

Industrials
2.89K
+ 48.7%
$86.9 - $100.4 $251K - $290K
8.81K $865M
Cooper Cos Inc
2.89K
New
N/A
2.89K $318M
VB
Vanguard Small Cap ETF

ETFs
826
+ 13.43%
$214.77 - $237.72 $177K - $196K
6.98K $1.65B
NAD
Nuveen Quality Municipal Income Fund

Financial Services
23.3K
+ 58.56%
$11.72 - $12.38 $273K - $288K
63K $780M
VEA
Vanguard Ftse Developed Market

ETFs
3.88K
+ 12.96%
$47.6 - $53.31 $185K - $207K
33.8K $1.78B
FTSM
First Tr Enhanced Traded Fd Iv

ETFs
4.87K
+ 15.34%
$59.61 - $60.15 $290K - $293K
36.6K $2.19B
KIM
Kimco Realty Corp

Real Estate
12.7K
New
$19.24 - $24.06 $244K - $305K
12.7K $294M
VOT
Vanguard Mid Cap Growth Index

ETFs
758
+ 9.68%
$218.05 - $243.47 $165K - $185K
8.59K $2.09B
XYL
Xylem Inc.

Industrials
2.17K
New
$126.14 - $141.53 $274K - $307K
2.17K $293M
SNY
Sanofi

Healthcare
3.5K
+ 37.47%
$48.54 - $58.53 $170K - $205K
12.9K $741M
FTV
Fortive Corp

Technology
3.56K
New
$67.01 - $79.2 $238K - $282K
3.56K $281M
LHX
L3 Harris Technologies, Inc.

Industrials
1.14K
New
$221.96 - $243.27 $253K - $278K
1.14K $271M
SPHQ
Invesco Exchange Traded Fd Tr

ETFs
543
+ 0.88%
$61.47 - $67.36 $33.4K - $36.6K
62.3K $4.19B
ABT
Abbott Laboratories

Healthcare
1.45K
+ 14.76%
$100.07 - $118.13 $145K - $171K
11.3K $1.28B
CCI
Crown Castle International Corp

Real Estate
1.19K
+ 20.65%
$95.29 - $120.24 $114K - $143K
6.96K $826M
IVW
Ishares S&P 500 Growth ETF

ETFs
64
+ 0.08%
$84.77 - $97.13 $5.43K - $6.22K
79.8K $7.64B
SCHW
Schwab Charles Corp

Financial Services
4.67K
+ 91.68%
$61.74 - $76.08 $288K - $355K
9.77K $633M
OHI
Omega Healthcare Investors Inc

Real Estate
6.25K
New
$33.55 - $41.29 $210K - $258K
6.25K $254M
MRK
Merck & Co., Inc.

Healthcare
3.73K
+ 21.04%
$111.15 - $128.97 $415K - $481K
21.5K $2.44B
WFC
Wells Fargo & Company

Financial Services
4.25K
New
$51.58 - $60.97 $219K - $259K
4.25K $240M
DHR
Danaher Corp

Healthcare
722
+ 54.33%
$239.25 - $280.76 $173K - $203K
2.05K $570M
SPG
Simon Property Group Inc

Real Estate
830
+ 15.43%
$146.09 - $170.11 $121K - $141K
6.21K $1.05B
VBK
Vanguard Small Cap Growth ETF

ETFs
393
+ 5.33%
$240.48 - $267.94 $94.5K - $105K
7.77K $2.08B
DEO
Diageo PLC

Consumer Defensive
1.17K
+ 25.2%
$120.02 - $140.77 $140K - $164K
5.79K $813M
XLV
Select Sector Spdr Fund Health

ETFs
1.42K
New
$143.3 - $157.24 $204K - $224K
1.42K $219M
PWR
Quanta Services, Inc.

Industrials
735
New
$239.58 - $298.23 $176K - $219K
735 $219M
WDAY
Workday, Inc.

Technology
887
New
$207.75 - $264.68 $184K - $235K
887 $217M
MTB
M&T Bank Corp

Financial Services
1.22K
New
$146.49 - $179.85 $178K - $219K
1.22K $216M
HDB
Hdfc Bank LTD

Financial Services
3.45K
New
$58.04 - $66.97 $200K - $231K
3.45K $216M
AVGO
Broadcom Inc.

Technology
6.67K
+ 1022.39%
$136.27 - $1745.86 $908K - $11.6M
7.32K $1.26B
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
2.22K
+ 8.41%
$41.9 - $48.26 $92.8K - $107K
28.6K $1.37B
INTU
Intuit Inc

Technology
393
+ 46.4%
$602.97 - $670.49 $237K - $264K
1.24K $770M
ILMN
Illumina, Inc.

Healthcare
1.63K
New
$105.28 - $135.9 $172K - $221K
1.63K $212M
HIW
Highwoods Properties, Inc.

Real Estate
6.31K
New
$25.97 - $33.6 $164K - $212K
6.31K $211M
DLR
Digital Realty Trust, Inc.

Real Estate
956
+ 16.87%
$144.47 - $162.98 $138K - $156K
6.62K $1.07B
HST
Host Hotels & Resorts, Inc.

Real Estate
11.6K
New
$15.92 - $18.86 $185K - $219K
11.6K $205M
DHI
Horton D R Inc

Consumer Cyclical
83
+ 2.2%
$135.21 - $197.06 $11.2K - $16.4K
3.86K $737M
VIOG
Vanguard S&P Small Cap 600 Gro

ETFs
1.7K
New
$109.24 - $121.48 $186K - $207K
1.7K $204M
FTNT
Fortinet, Inc.

Technology
2.6K
New
$55.39 - $77.55 $144K - $202K
2.6K $202M
GILD
Gilead Sciences, Inc.

Healthcare
2.39K
New
$66.59 - $83.99 $159K - $201K
2.39K $201M
VICI
Vici Properties Inc.

Real Estate
3.9K
+ 28.66%
$27.64 - $34.08 $108K - $133K
17.5K $584M
ELS
Equity Lifestyle Properties Inc

Real Estate
2.21K
+ 66.25%
$63.6 - $76.23 $140K - $168K
5.54K $395M
Ishares Tr
6.35K
+ 26.96%
N/A
29.9K $762M
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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