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
CVX
Chevron Corp

Energy
8.23K
+ 44.78%
$133.73 - $168.51 $1.1M - $1.39M
26.6K $3.81B
GD
General Dynamics Corp

Industrials
2.52K
New
$247.68 - $291.66 $624K - $735K
2.52K $735M
ADSK
Autodesk, Inc.

Technology
2.37K
New
N/A
2.37K $735M
CCI
Crown Castle International Corp

Real Estate
7.15K
+ 57.18%
$94.83 - $107.06 $678K - $766K
19.7K $2.02B
APO
Apollo Global Management, Inc.

Financial Services
4.97K
New
$108.68 - $145.07 $540K - $721K
4.97K $706M
INTC
Intel Corp

Technology
31.3K
New
$18.13 - $22.69 $567K - $709K
31.3K $700M
CEG
Constellation Energy Corp

Utilities
2.15K
New
$170.96 - $322.76 $367K - $694K
2.15K $694M
MCO
Moodys Corp

Financial Services
1.28K
+ 142.19%
$396.7 - $501.59 $509K - $644K
2.19K $1.1B
CL
Colgate Palmolive CO

Consumer Defensive
7.4K
New
$87.57 - $96.0 $648K - $710K
7.4K $673M
VST
Vistra Corp.

Utilities
2.47K
+ 98.84%
$98.07 - $195.04 $242K - $481K
4.96K $961M
FXE
Invesco Currency Shares Euro Trust

ETFs
5.99K
New
$99.56 - $108.79 $597K - $652K
5.99K $652M
MAR
Marriott International Inc

Consumer Cyclical
2.37K
New
$211.12 - $274.14 $500K - $650K
2.37K $648M
PGNY
Progyny, Inc.

Healthcare
29.4K
New
$20.52 - $23.42 $604K - $689K
29.4K $647M
DOCU
Docusign, Inc.

Technology
8.31K
New
$70.35 - $93.84 $584K - $779K
8.31K $647M
CCL
Carnival Corp

Consumer Cyclical
17.1K
+ 89.32%
$16.43 - $28.12 $281K - $481K
36.2K $1.02B
GLW
Corning Inc

Technology
12.2K
New
$39.07 - $52.59 $476K - $641K
12.2K $641M
LOW
Lowes Companies Inc

Consumer Cyclical
3.08K
+ 66.42%
$210.83 - $235.28 $649K - $724K
7.72K $1.71B
PNC
Pnc Financial Services Group, Inc.

Financial Services
3.16K
+ 105.83%
$149.76 - $186.42 $473K - $589K
6.15K $1.15B
VZ
Verizon Communications Inc

Communication Services
14.7K
+ 234.44%
$41.67 - $45.62 $611K - $669K
20.9K $905M
SHW
Sherwin Williams CO

Basic Materials
1.83K
+ 120.94%
$313.51 - $363.51 $574K - $666K
3.35K $1.15B
VUSB
Vanguard Bd Index Fds
12.4K
+ 38.35%
N/A
44.8K $2.23B
RSG
Republic Services, Inc.

Industrials
2.5K
New
$227.2 - $258.07 $568K - $645K
2.5K $616M
AME
Ametek Inc

Industrials
3.4K
New
$151.41 - $182.75 $514K - $620K
3.4K $614M
BA
Boeing CO

Industrials
2.93K
New
$136.59 - $217.51 $400K - $638K
2.93K $614M
AMT
American Tower Corp

Real Estate
2.57K
+ 24.29%
$203.96 - $228.19 $525K - $587K
13.2K $2.91B
QUAL
Ishares Msci Usa Quality Facto

ETFs
2.99K
+ 62.48%
$152.42 - $182.82 $456K - $547K
7.79K $1.42B
MCHP
Microchip Technology Inc

Technology
6.38K
+ 96.48%
$35.34 - $71.6 $225K - $457K
13K $914M
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
2.81K
+ 294.85%
$212.1 - $244.27 $595K - $686K
3.76K $822M
EA
Electronic Arts Inc.

Communication Services
3.68K
New
$132.53 - $159.7 $488K - $588K
3.68K $588M
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
5.75K
+ 48.54%
$100.04 - $100.54 $575K - $578K
17.6K $1.77B
TFC
Truist Financial Corp

Financial Services
13.4K
New
$34.79 - $42.99 $466K - $576K
13.4K $576M
DUK
Duke Energy Corp

Utilities
4.82K
New
$112.46 - $124.05 $543K - $598K
4.82K $569M
CMI
Cummins Inc

Industrials
1.74K
New
$267.12 - $336.65 $464K - $584K
1.74K $569M
VRTX
Vertex Pharmaceuticals Inc

Healthcare
1.31K
+ 291.35%
$421.16 - $509.5 $553K - $669K
1.77K $786M
JBL
Jabil Inc

Technology
2.59K
New
$116.88 - $218.1 $303K - $565K
2.59K $565M
ECL
Ecolab Inc.

Basic Materials
2.03K
+ 202.4%
$225.65 - $270.95 $457K - $549K
3.03K $816M
NXPI
Nxp Semiconductors N.V.

Technology
2.53K
New
$153.5 - $218.72 $389K - $554K
2.53K $553M
CDNS
Cadence Design Systems Inc

Technology
1.79K
New
$231.64 - $323.08 $414K - $578K
1.79K $551M
WSO
Watsco Inc

Industrials
1.24K
New
$421.84 - $520.66 $522K - $644K
1.24K $546M
IOT
Samsara Inc.

Technology
13.7K
New
$33.46 - $47.74 $459K - $655K
13.7K $546M
BX
Blackstone Inc.

Financial Services
3.55K
+ 226.29%
$120.07 - $151.11 $426K - $536K
5.11K $765M
LMT
Lockheed Martin Corp

Industrials
1.13K
+ 108.33%
$430.82 - $486.45 $487K - $550K
2.18K $1.01B
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
954
New
$468.22 - $566.51 $447K - $540K
954 $540M
DB
Deutsche Bank Aktiengesellschaft

Financial Services
18.3K
New
$19.5 - $30.4 $356K - $555K
18.3K $535M
UNH
Unitedhealth Group Inc

Healthcare
8.13K
+ 85.86%
$274.35 - $599.47 $2.23M - $4.88M
17.6K $5.49B
ORLY
O Reilly Automotive Inc

Consumer Cyclical
8.21K
+ 5162.26%
$87.84 - $1441.89 $721K - $11.8M
8.37K $754M
MPWR
Monolithic Power Systems Inc

Technology
714
New
$455.19 - $737.73 $325K - $527K
714 $522M
DAWN
Day One Biopharmaceuticals, Inc.

Healthcare
80K
New
$6.16 - $7.97 $493K - $638K
80K $520M
FAST
Fastenal CO

Industrials
12.3K
New
$40.65 - $83.16 $501K - $1.03M
12.3K $518M
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
Track This Portfolio

Track Catalytic Wealth Ria, LLC Portfolio

Follow Catalytic Wealth Ria, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Catalytic Wealth Ria, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Catalytic Wealth Ria, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email