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
IBMQ
Ishares Tr Ibonds Dec 2028 Ter

ETFs
6.3K
+ 26.85%
$24.91 - $25.63 $157K - $161K
29.8K $763M
AMH
American Homes 4 Rent

Real Estate
1.88K
+ 2.29%
$34.87 - $41.14 $65.6K - $77.4K
83.9K $3.22B
CWS
Advisorshares Tr Advisorshares

ETFs
1.28K
+ 9.9%
$61.66 - $68.72 $79K - $88K
14.2K $977M
IBMP
Ishares Tr Ibonds December 202

ETFs
6.31K
+ 26.77%
$24.92 - $25.47 $157K - $161K
29.9K $761M
IBMO
Ishares Tr Ibonds December 202

ETFs
6.25K
+ 26.67%
$25.26 - $25.66 $158K - $160K
29.7K $761M
IBMN
Ishares Tr Ibonds Dec 2025 Ter

ETFs
5.97K
+ 26.55%
$26.42 - $26.67 $158K - $159K
28.4K $758M
IVV
Ishares Core S&P 500 ETF

ETFs
48
+ 1.05%
$520.18 - $576.82 $25K - $27.7K
4.61K $2.66B
IBMM
Ishares Tr Ibonds Dec 2024 Ter

ETFs
6.09K
+ 26.49%
$25.97 - $26.11 $158K - $159K
29.1K $758M
AZN
Astrazeneca PLC

Healthcare
1.91K
+ 7.04%
$76.67 - $87.62 $146K - $167K
29K $2.26B
IWF
Ishares Russell 1000 Gr ETF

ETFs
204
+ 3.18%
$332.02 - $382.76 $67.7K - $78.1K
6.62K $2.48B
JNJ
Johnson & Johnson

Healthcare
45
+ 0.52%
$145.48 - $167.38 $6.55K - $7.53K
8.72K $1.41B
SHW
Sherwin Williams CO

Basic Materials
37
+ 2.38%
$294.65 - $384.0 $10.9K - $14.2K
1.59K $607M
PH
Parker Hannifin Corp

Industrials
21
+ 2.07%
$501.01 - $635.92 $10.5K - $13.4K
1.03K $653M
Canadian Pacific Kansas City
770
+ 7.75%
N/A
10.7K $915M
ESS
Essex Property Trust, Inc.

Real Estate
289
+ 14.44%
$272.82 - $272.82 $78.8K - $78.8K
2.29K $677M
NVS
Novartis Ag

Healthcare
822
+ 21.26%
$106.13 - $120.89 $87.2K - $99.4K
4.69K $539M
EXR
Extra Space Storage Inc.

Real Estate
395
+ 18.47%
$151.92 - $183.06 $60K - $72.3K
2.53K $457M
Gsk PLC
2.19K
+ 19.11%
N/A
13.7K $558M
WY
Weyerhaeuser CO

Real Estate
2.23K
+ 31.05%
$27.05 - $33.84 $60.3K - $75.4K
9.4K $318M
UDR
Udr, Inc.

Real Estate
1.86K
+ 33.11%
$39.96 - $47.13 $74.5K - $87.9K
7.49K $340M
O
Realty Income Corp

Real Estate
127
+ 1.38%
$52.36 - $63.42 $6.65K - $8.05K
9.31K $591M
NGG
National Grid PLC

Utilities
806
+ 21.52%
$57.14 - $70.48 $46.1K - $56.8K
4.55K $317M
TAK
Takeda Pharmaceutical CO LTD

Healthcare
4.47K
+ 20.59%
$13.0 - $15.08 $58.1K - $67.4K
26.2K $372M
BTI
British American Tobacco P.L.C.

Consumer Defensive
614
+ 5.63%
$31.07 - $39.36 $19.1K - $24.2K
11.5K $421M
BMY
Bristol Myers Squibb CO

Healthcare
55
+ 0.69%
$39.66 - $51.75 $2.18K - $2.85K
8K $414M
ALLE
Allegion PLC

Industrials
125
+ 5.41%
$114.67 - $145.7 $14.3K - $18.2K
2.44K $355M
WIT
Wipro LTD

Technology
12.5K
New
$5.66 - $6.89 $70.8K - $86.2K
12.5K $81.1M
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
783
+ 14.84%
$100.09 - $100.69 $78.4K - $78.8K
6.06K $610M
LQD
Ishares Iboxx $ Investment Gra

ETFs
17
+ 0.13%
$106.11 - $113.72 $1.8K - $1.93K
13.2K $1.49B
PUK
Prudential PLC

Financial Services
3.87K
+ 11.81%
$16.07 - $19.33 $62.2K - $74.8K
36.6K $679M
APD
Air Products & Chemicals, Inc.

Basic Materials
101
+ 8.67%
$247.34 - $300.11 $25K - $30.3K
1.27K $377M
QUAL
Ishares Msci Usa Quality Facto

ETFs
207
+ 4.62%
$162.64 - $179.3 $33.7K - $37.1K
4.69K $840M
SAN
Banco Santander, S.A.

Financial Services
13.6K
New
$4.37 - $5.16 $59.6K - $70.4K
13.6K $69.6M
C
Citigroup Inc

Financial Services
1.1K
+ 14.39%
$56.11 - $67.61 $61.9K - $74.6K
8.77K $549M
NMR
Nomura Holdings Inc

Financial Services
11.4K
New
$4.92 - $6.31 $55.9K - $71.7K
11.4K $59.3M
IBN
Icici Bank LTD

Financial Services
1.38K
+ 10.99%
$27.58 - $31.38 $38.1K - $43.4K
14K $417M
SLQD
Ishares 0 5 Year Investment Gr

ETFs
889
+ 12.39%
$49.07 - $50.44 $43.6K - $44.8K
8.07K $407M
Healthcare Rlty Tr
1.38K
+ 10.07%
N/A
15.1K $274M
BBD
Bank Bradesco

Financial Services
11.9K
+ 34.06%
$2.18 - $2.92 $25.9K - $34.7K
46.8K $124M
AJG
Arthur J. Gallagher & Co.

Financial Services
22
+ 1.34%
$259.22 - $299.75 $5.7K - $6.59K
1.67K $470M
DGRO
Ishares Core Dividend Growth E

ETFs
142
+ 2.91%
$57.47 - $62.76 $8.16K - $8.91K
5.03K $315M
MMYT
Make My Trip LTD

Consumer Cyclical
6
+ 0.17%
$86.09 - $86.09 $517 - $517
3.49K $324M
IJT
Ishares S&P Small Cap 600 Grow

ETFs
4
+ 0.19%
$127.29 - $141.5 $509 - $566
2.08K $290M
ING
Ing Groep Nv

Financial Services
158
+ 0.79%
$16.55 - $18.66 $2.61K - $2.95K
20.2K $367M
VGT
Vanguard Information Technolog

ETFs
3
+ 0.14%
$514.43 - $606.85 $1.54K - $1.82K
2.12K $1.24B
CTVA
Corteva, Inc.

Basic Materials
66
+ 1.75%
$50.72 - $58.78 $3.35K - $3.88K
3.84K $225M
HDV
Ishares Core High Dividend ETF

ETFs
10
+ 0.53%
$107.62 - $118.76 $1.08K - $1.19K
1.91K $224M
XLK
Technology Sector Spdr

ETFs
85
+ 1.95%
$197.34 - $237.68 $16.8K - $20.2K
4.45K $1.01B
ELV
Elevance Health, Inc.

Healthcare
53
+ 9.22%
$500.12 - $562.29 $26.5K - $29.8K
628 $327M
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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