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
EXR
Extra Space Storage Inc.

Real Estate
1.59K
+ 44.15%
$126.61 - $152.99 $201K - $243K
5.2K $766M
ROST
Ross Stores, Inc.

Consumer Cyclical
1.8K
New
$126.62 - $154.26 $228K - $277K
1.8K $229M
XYL
Xylem Inc.

Industrials
1.77K
New
$102.86 - $129.5 $182K - $229K
1.77K $229M
SCHG
Schwab Strategic Tr Us Large C

ETFs
5.1K
+ 26.73%
$22.27 - $29.21 $114K - $149K
24.2K $707M
MSCI
Msci Inc.

Financial Services
395
New
$506.56 - $576.74 $200K - $228K
395 $228M
TOST
Toast, Inc.

Technology
5.12K
New
$30.03 - $45.23 $154K - $231K
5.12K $227M
LPLA
Lpl Financial Holdings Inc.

Financial Services
595
New
$283.31 - $388.96 $169K - $231K
595 $223M
NKE
Nike, Inc.

Consumer Cyclical
2K
+ 18.57%
$53.27 - $72.04 $106K - $144K
12.7K $905M
AXON
Axon Enterprise, Inc.

Industrials
269
New
$497.13 - $827.94 $134K - $223K
269 $223M
PRU
Prudential Financial Inc

Financial Services
2.07K
New
$95.12 - $112.71 $197K - $233K
2.07K $222M
CPRT
Copart Inc

Consumer Cyclical
4.47K
New
$47.72 - $63.84 $213K - $285K
4.47K $219M
RMD
Resmed Inc

Healthcare
848
New
$204.54 - $258.0 $173K - $219K
848 $219M
ESGU
Ishares Trust Ishares Esg Awar

ETFs
1.61K
New
$108.06 - $135.3 $174K - $218K
1.61K $218M
Labcorp Holdings Inc
827
New
N/A
827 $217M
EXPD
Expeditors International Of Washington Inc

Industrials
1.89K
New
$102.84 - $122.24 $195K - $232K
1.89K $216M
CSGP
Costar Group, Inc.

Real Estate
2.69K
New
$72.62 - $83.22 $195K - $224K
2.69K $216M
MET
Metlife Inc

Financial Services
2.68K
New
$68.42 - $82.49 $184K - $221K
2.68K $216M
BAX
Baxter International Inc

Healthcare
7.1K
New
$27.8 - $34.02 $197K - $242K
7.1K $215M
IWM
Ishares Russell 2000 ETF

ETFs
39
+ 0.31%
$174.82 - $215.79 $6.82K - $8.42K
12.6K $2.73B
OXY
Occidental Petroleum Corp

Energy
5.03K
New
$36.11 - $49.33 $182K - $248K
5.03K $211M
WPC
W. P. Carey Inc.

Real Estate
3.38K
New
$56.12 - $64.53 $190K - $218K
3.38K $211M
CHD
Church & Dwight CO Inc

Consumer Defensive
2.18K
New
$91.57 - $110.76 $200K - $242K
2.18K $210M
PTC
Ptc Inc.

Technology
1.21K
New
$136.74 - $173.24 $166K - $210K
1.21K $209M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
4.25K
+ 104.65%
$48.13 - $49.85 $205K - $212K
8.31K $408M
XLI
Industrial Sector Spdr

ETFs
1.39K
New
$116.42 - $147.52 $162K - $205K
1.39K $205M
DEO
Diageo PLC

Consumer Defensive
2.26K
+ 39.16%
$99.86 - $115.75 $225K - $261K
8.02K $809M
KMB
Kimberly Clark Corp

Consumer Defensive
1.56K
New
$126.84 - $145.22 $198K - $227K
1.56K $202M
Ge Healthcare Technologies I
2.71K
New
N/A
2.71K $201M
LULU
Lululemon Athletica Inc.

Consumer Cyclical
843
New
$225.56 - $335.19 $190K - $283K
843 $200M
VB
Vanguard Small Cap ETF

ETFs
291
+ 3.69%
$193.73 - $237.37 $56.4K - $69.1K
8.18K $1.94B
ITOT
Ishares Core S&P Total U.S. St

ETFs
742
+ 10.96%
$108.12 - $135.04 $80.2K - $100K
7.51K $1.01B
F
Ford Motor CO

Consumer Cyclical
16.6K
New
$8.69 - $10.85 $144K - $180K
16.6K $180M
KEY
Keycorp

Financial Services
10.4K
New
$13.23 - $17.42 $137K - $180K
10.4K $180M
CVS
Cvs Health Corp

Healthcare
2.31K
+ 34.3%
$60.04 - $70.18 $139K - $162K
9.05K $624M
AON
Aon PLC

Financial Services
565
+ 69.75%
$335.85 - $398.81 $190K - $225K
1.38K $491M
PFE
Pfizer Inc

Healthcare
7.61K
+ 46.41%
$21.59 - $24.84 $164K - $189K
24K $582M
DXCM
Dexcom Inc

Healthcare
1.23K
+ 41.86%
$59.83 - $87.57 $73.4K - $107K
4.16K $363M
ASML
Asml Holding Nv

Technology
68
+ 8.8%
$595.37 - $815.24 $40.5K - $55.4K
841 $674M
SBAC
Sba Communications Corp

Real Estate
583
+ 48.38%
$208.57 - $243.4 $122K - $142K
1.79K $420M
DPZ
Dominos Pizza Inc

Consumer Cyclical
346
+ 41.99%
$430.72 - $497.52 $149K - $172K
1.17K $527M
KIM
Kimco Realty Corp

Real Estate
7.12K
+ 46.4%
$18.7 - $21.69 $133K - $155K
22.5K $473M
MT
Arcelor Mittal

Basic Materials
3.74K
+ 39.07%
$23.47 - $31.65 $87.8K - $118K
13.3K $421M
EFV
Msci Eafe Value ETF

ETFs
977
+ 5.49%
$52.4 - $64.65 $51.2K - $63.2K
18.8K $1.19B
TLT
Ishares Barclays 20+ Year Trea

ETFs
2.31K
+ 9.1%
$83.97 - $92.85 $194K - $215K
27.8K $2.45B
SNN
Smith & Nephew PLC

Healthcare
3.37K
+ 39.71%
$24.97 - $30.63 $84.2K - $103K
11.9K $363M
KMI
Kinder Morgan, Inc.

Energy
2.45K
+ 4.69%
$25.21 - $29.4 $61.7K - $71.9K
54.6K $1.61B
MTB
M&T Bank Corp

Financial Services
501
+ 38.42%
$156.58 - $193.99 $78.4K - $97.2K
1.81K $350M
NUE
Nucor Corp

Basic Materials
582
+ 16.17%
$103.22 - $131.43 $60.1K - $76.5K
4.18K $542M
DGRO
Ishares Core Dividend Growth E

ETFs
1.37K
+ 27.95%
$55.22 - $63.94 $75.4K - $87.3K
6.25K $400M
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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