Catalytic Wealth Ria, LLC Incresed Positions in Q3 2024

Catalytic Wealth Ria, LLC

  • $573 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
AAPL
Apple Inc.

Technology
10.6K
+ 9.98%
$207.23 - $234.82 $2.2M - $2.49M
117K $27.2B
NVDA
Nvidia Corp

Technology
35.7K
+ 50.21%
$98.91 - $134.91 $3.53M - $4.82M
107K $13B
PSA
Public Storage

Real Estate
905
+ 3.96%
$283.13 - $365.01 $256K - $330K
23.8K $8.65B
JPM
Jpmorgan Chase & CO

Financial Services
8.86K
+ 43.51%
$194.9 - $224.8 $1.73M - $1.99M
29.2K $6.16B
TT
Trane Technologies PLC

Industrials
3.02K
+ 44.48%
$314.21 - $388.71 $948K - $1.17M
9.8K $3.81B
COST
Costco Wholesale Corp

Consumer Defensive
1.46K
+ 62.91%
$801.83 - $917.05 $1.17M - $1.34M
3.77K $3.34B
TMO
Thermo Fisher Scientific Inc.

Healthcare
1.65K
+ 38.85%
$531.86 - $624.21 $877K - $1.03M
5.89K $3.64B
UNH
Unitedhealth Group Inc

Healthcare
807
+ 8.82%
$488.01 - $604.18 $394K - $488K
9.96K $5.82B
TJX
Tjx Companies Inc

Consumer Cyclical
8.14K
+ 33.07%
$107.93 - $120.23 $879K - $979K
32.8K $3.85B
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
6.14K
+ 67.2%
$147.95 - $191.05 $908K - $1.17M
15.3K $2.65B
WELL
Welltower Inc.

Real Estate
5.83K
+ 61.09%
$104.0 - $129.74 $606K - $756K
15.4K $1.97B
PLD
Prologis, Inc.

Real Estate
6.35K
+ 59.37%
$111.95 - $132.43 $710K - $840K
17K $2.15B
ACN
Accenture PLC

Technology
2.26K
+ 75.84%
$295.44 - $355.81 $668K - $804K
5.24K $1.85B
SPY
Spdr S&P 500 ETF Trust

ETFs
168
+ 0.59%
$517.38 - $573.86 $86.9K - $96.4K
28.6K $16.4B
HD
Home Depot, Inc.

Consumer Cyclical
1.75K
+ 63.81%
$333.64 - $405.2 $584K - $710K
4.5K $1.82B
ETN
Eaton Corp PLC

Industrials
2.19K
+ 74.65%
$272.52 - $333.02 $596K - $729K
5.12K $1.7B
MA
Mastercard Inc

Financial Services
918
+ 15.13%
$429.6 - $500.99 $394K - $460K
6.99K $3.45B
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
838
+ 15.57%
$405.19 - $478.57 $340K - $401K
6.22K $2.86B
AMZN
Amazon Com Inc

Consumer Cyclical
5.11K
+ 11.25%
$161.02 - $200.0 $823K - $1.02M
50.5K $9.41B
WMT
Walmart Inc.

Consumer Defensive
1.5K
+ 3.9%
$66.91 - $81.4 $100K - $122K
39.9K $3.23B
SYK
Stryker Corp

Healthcare
1.67K
+ 181.02%
$315.94 - $371.96 $527K - $621K
2.59K $936M
MDT
Medtronic PLC

Healthcare
4.4K
+ 25.0%
$76.84 - $91.03 $338K - $400K
22K $1.98B
CSCO
Cisco Systems, Inc.

Technology
6.27K
+ 16.87%
$44.74 - $53.22 $280K - $334K
43.4K $2.31B
PG
Procter & Gamble CO

Consumer Defensive
2.67K
+ 33.33%
$160.76 - $177.82 $429K - $474K
10.7K $1.85B
IJR
Ishares Core S&P Sm Cap ETF

ETFs
2
+ 0.0%
$105.53 - $118.34 $211 - $237
50.7K $5.93B
ORCL
Oracle Corp

Technology
1.83K
+ 26.47%
$125.9 - $170.35 $231K - $312K
8.75K $1.49B
TMUS
T Mobile Us, Inc.

Communication Services
924
+ 9.07%
$175.14 - $206.36 $162K - $191K
11.1K $2.29B
META
Meta Platforms, Inc.

Communication Services
32
+ 0.47%
$453.41 - $572.44 $14.5K - $18.3K
6.85K $3.92B
EQIX
Equinix Inc

Real Estate
397
+ 39.9%
$749.0 - $890.01 $297K - $353K
1.39K $1.24B
ECL
Ecolab Inc.

Basic Materials
1.6K
+ 187.35%
$228.86 - $255.76 $366K - $409K
2.45K $627M
NEAR
Blackrock Short Maturity Bond

ETFs
7.19K
+ 13.83%
$50.09 - $51.31 $360K - $369K
59.2K $3.03B
PEP
Pepsico Inc

Consumer Defensive
1.84K
+ 16.17%
$161.9 - $179.3 $298K - $330K
13.2K $2.25B
GS
Goldman Sachs Group Inc

Financial Services
332
+ 7.03%
$459.02 - $510.25 $152K - $169K
5.05K $2.5B
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
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
SCHG
Schwab Strategic Tr Us Large C

ETFs
2.89K
+ 122.27%
$92.63 - $105.69 $268K - $305K
5.25K $547M
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
VOT
Vanguard Mid Cap Growth Index

ETFs
758
+ 9.68%
$218.05 - $243.47 $165K - $185K
8.59K $2.09B
SNY
Sanofi

Healthcare
3.5K
+ 37.47%
$48.54 - $58.53 $170K - $205K
12.9K $741M
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
MRK
Merck & Co., Inc.

Healthcare
3.73K
+ 21.04%
$111.15 - $128.97 $415K - $481K
21.5K $2.44B
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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