Catalytic Wealth Ria, LLC Purchases in Q2 2025

Catalytic Wealth Ria, LLC

  • $1.22 Trillion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
MCD
Mcdonalds Corp

Consumer Cyclical
5.11K
+ 125.5%
$285.55 - $321.23 $1.46M - $1.64M
9.19K $2.68B
PSX
Phillips 66

Energy
11.7K
New
$92.87 - $125.73 $1.09M - $1.47M
11.7K $1.39B
IVW
Ishares S&P 500 Growth ETF

ETFs
66
+ 0.08%
$82.96 - $110.1 $5.48K - $7.27K
79.9K $8.8B
KLAC
Kla Corp

Technology
1.53K
New
$576.53 - $902.94 $883K - $1.38M
1.53K $1.37B
HES
Hess Corp

Energy
9.84K
New
$126.32 - $161.29 $1.24M - $1.59M
9.84K $1.36B
SPGI
S&P Global Inc.

Financial Services
2.58K
New
$438.31 - $527.29 $1.13M - $1.36M
2.58K $1.36B
ROP
Roper Technologies Inc

Industrials
2.4K
+ 251.78%
$519.19 - $590.78 $1.25M - $1.42M
3.36K $1.9B
NEE
Nextera Energy Inc

Utilities
18.1K
+ 586.26%
$64.11 - $75.0 $1.16M - $1.36M
21.2K $1.47B
HON
Honeywell International Inc

Industrials
4.72K
+ 64.69%
$182.86 - $232.88 $863K - $1.1M
12K $2.8B
SNOW
Snowflake Inc.

Technology
5.45K
New
$130.53 - $223.77 $711K - $1.22M
5.45K $1.22B
C
Citigroup Inc

Financial Services
12.8K
+ 138.03%
$58.13 - $85.12 $743K - $1.09M
22K $1.88B
SHOP
Shopify Inc.

Technology
10.5K
New
$76.89 - $115.35 $811K - $1.22M
10.5K $1.22B
QCOM
Qualcomm Inc

Technology
7.11K
+ 62.36%
$124.66 - $159.48 $886K - $1.13M
18.5K $2.95B
MU
Micron Technology Inc

Technology
9.58K
New
$64.72 - $127.91 $620K - $1.23M
9.58K $1.18B
IWF
Ishares Russell 1000 Gr ETF

ETFs
1.7K
+ 23.68%
$320.42 - $424.58 $543K - $720K
8.85K $3.76B
USB
Us Bancorp \De\

Financial Services
25.9K
New
$36.4 - $45.76 $941K - $1.18M
25.9K $1.17B
ULTA
Ulta Beauty, Inc.

Consumer Cyclical
2.47K
New
$328.01 - $475.68 $811K - $1.18M
2.47K $1.16B
T
At&T Inc.

Communication Services
39K
New
$26.33 - $28.94 $1.03M - $1.13M
39K $1.13B
SHYG
Ishares 0 5 Year High Yield CO

ETFs
25.8K
+ 172.78%
$40.82 - $43.14 $1.06M - $1.12M
40.8K $1.76B
DE
Deere & CO

Industrials
2.08K
+ 170.61%
$412.99 - $531.48 $858K - $1.1M
3.3K $1.68B
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
15.2K
New
$68.13 - $74.77 $1.03M - $1.13M
15.2K $1.1B
NU
Nu Holdings Ltd.

Financial Services
80.2K
New
$9.6 - $13.72 $770K - $1.1M
80.2K $1.1B
LEU
Centrus Energy Corp

Energy
6K
New
$54.43 - $208.81 $327K - $1.25M
6K $1.1B
DDOG
Datadog, Inc.

Technology
7.57K
New
$87.0 - $134.33 $659K - $1.02M
7.57K $1.02B
SCHW
Schwab Charles Corp

Financial Services
10.3K
+ 197.22%
$69.06 - $91.24 $709K - $937K
15.5K $1.41B
Ge Vernova Inc
1.9K
New
N/A
1.9K $1B
AFL
Aflac Inc

Financial Services
9.44K
New
$99.77 - $112.45 $942K - $1.06M
9.44K $995M
SYK
Stryker Corp

Healthcare
2.46K
+ 269.63%
$337.37 - $395.63 $830K - $973K
3.37K $1.33B
SO
Southern CO

Utilities
10.8K
+ 425.71%
$84.91 - $92.56 $914K - $996K
13.3K $1.22B
WMB
Williams Companies, Inc.

Energy
15.6K
New
$54.33 - $62.87 $847K - $980K
15.6K $979M
PAYX
Paychex Inc

Industrials
6.44K
New
$137.01 - $159.78 $882K - $1.03M
6.44K $936M
CAT
Caterpillar Inc

Industrials
2.22K
+ 188.86%
$273.94 - $388.21 $608K - $862K
3.4K $1.32B
VO
Vanguard Mid Cap ETF

ETFs
2.18K
+ 16.03%
$228.54 - $279.83 $499K - $611K
15.8K $4.42B
CMCSA
Comcast Corp

Communication Services
25K
+ 203.1%
$32.84 - $36.72 $820K - $917K
37.3K $1.33B
AMGN
Amgen Inc

Healthcare
3.61K
+ 77.34%
$262.28 - $309.85 $948K - $1.12M
8.29K $2.31B
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
15.2K
New
$45.98 - $56.15 $700K - $855K
15.2K $855M
BABA
Alibaba Group Holding LTD

Consumer Cyclical
7.42K
New
$99.37 - $134.05 $737K - $994K
7.42K $841M
AMAT
Applied Materials Inc

Technology
3.94K
+ 134.51%
$126.95 - $183.52 $500K - $723K
6.87K $1.26B
ASAN
Asana, Inc.

Technology
61.6K
New
$12.93 - $19.0 $796K - $1.17M
61.6K $831M
TDG
Trans Digm Group Inc

Industrials
546
New
$1231.75 - $1520.64 $673K - $830K
546 $830M
GILD
Gilead Sciences, Inc.

Healthcare
7.33K
+ 341.34%
$96.91 - $113.0 $711K - $829K
9.48K $1.05B
UPST
Upstart Holdings, Inc.

Financial Services
12.2K
New
$34.8 - $64.85 $426K - $794K
12.2K $792M
DLR
Digital Realty Trust, Inc.

Real Estate
2.67K
+ 27.4%
$136.11 - $177.69 $364K - $475K
12.4K $2.17B
NDAQ
Nasdaq, Inc.

Financial Services
8.59K
New
$66.4 - $89.42 $570K - $768K
8.59K $768M
ELV
Elevance Health, Inc.

Healthcare
2.01K
+ 319.59%
$372.27 - $452.69 $747K - $909K
2.64K $1.02B
CMF
Ishares California Muni Bond E

ETFs
13.4K
New
$54.52 - $56.7 $731K - $760K
13.4K $747M
HCA
Hca Healthcare, Inc.

Healthcare
1.95K
New
$317.61 - $387.52 $618K - $754K
1.95K $745M
ZTS
Zoetis Inc.

Healthcare
4.92K
+ 143.36%
$144.41 - $170.3 $710K - $838K
8.35K $1.3B
SBUX
Starbucks Corp

Consumer Cyclical
8.04K
New
$79.69 - $99.41 $641K - $799K
8.04K $737M
Activity Summary
Buys All Purchases 444 New Holdings 231 Increased Positions 213 Sells All Sells 73 Reductions 73 Sold out 0 Options Calls 0 Puts 0
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