Catalytic Wealth Ria, LLC Incresed Positions in Q2 2025

Catalytic Wealth Ria, LLC

  • $1.22 Trillion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
DHR
Danaher Corp

Healthcare
11.8K
+ 1064.25%
$174.64 - $205.16 $2.05M - $2.41M
12.9K $2.54B
PEP
Pepsico Inc

Consumer Defensive
19.2K
+ 109.82%
$128.02 - $151.37 $2.46M - $2.9M
36.7K $4.84B
CSCO
Cisco Systems, Inc.

Technology
26.7K
+ 68.15%
$53.19 - $69.38 $1.42M - $1.85M
65.9K $4.57B
IBM
International Business Machines Corp

Technology
6.79K
+ 683.48%
$221.03 - $294.78 $1.5M - $2M
7.78K $2.29B
MDLZ
Mondelez International, Inc.

Consumer Defensive
30.1K
+ 285.38%
$63.54 - $68.5 $1.91M - $2.06M
40.7K $2.74B
JNJ
Johnson & Johnson

Healthcare
13.6K
+ 149.87%
$146.36 - $159.82 $2M - $2.18M
22.7K $3.47B
KO
Coca Cola CO

Consumer Defensive
27.6K
+ 229.96%
$68.37 - $73.9 $1.89M - $2.04M
39.7K $2.81B
Lam Research Corp
18.6K
+ 585.05%
N/A
21.7K $2.11B
DIS
Walt Disney CO

Communication Services
14.2K
+ 424.54%
$81.72 - $124.01 $1.16M - $1.75M
17.5K $2.17B
Blackrock Inc
1.69K
+ 665.75%
N/A
1.95K $2.04B
PLTR
Palantir Technologies Inc.

Technology
10.3K
+ 165.04%
$74.01 - $144.25 $763K - $1.49M
16.6K $2.26B
EQIX
Equinix Inc

Real Estate
2.21K
+ 164.09%
$740.07 - $914.43 $1.63M - $2.02M
3.55K $2.83B
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
1.49K
+ 9.6%
$456.74 - $568.03 $681K - $848K
17K $9.67B
ACN
Accenture PLC

Technology
5.48K
+ 269.87%
$279.23 - $323.21 $1.53M - $1.77M
7.51K $2.25B
GE
General Electric CO

Industrials
5.8K
+ 344.36%
$166.81 - $257.39 $967K - $1.49M
7.48K $1.93B
CB
Chubb LTD

Financial Services
5.95K
+ 52.22%
$274.32 - $302.46 $1.63M - $1.8M
17.3K $5.03B
TMO
Thermo Fisher Scientific Inc.

Healthcare
5.01K
+ 103.24%
$390.26 - $489.06 $1.95M - $2.45M
9.85K $3.99B
ADP
Automatic Data Processing Inc

Industrials
5.08K
+ 191.23%
$276.76 - $326.81 $1.41M - $1.66M
7.74K $2.39B
Te Connectivity PLC
8.11K
+ 305.81%
N/A
10.8K $1.81B
TT
Trane Technologies PLC

Industrials
1.68K
+ 24.35%
$315.21 - $437.41 $530K - $736K
8.59K $3.76B
DELL
Dell Technologies Inc.

Technology
10.9K
+ 395.44%
$71.63 - $125.98 $783K - $1.38M
13.7K $1.68B
RTX
Raytheon Technologies Corp

Industrials
8.45K
+ 61.78%
$113.75 - $148.48 $961K - $1.25M
22.1K $3.23B
MCD
Mcdonalds Corp

Consumer Cyclical
5.11K
+ 125.5%
$285.55 - $321.23 $1.46M - $1.64M
9.19K $2.68B
IVW
Ishares S&P 500 Growth ETF

ETFs
66
+ 0.08%
$82.96 - $110.1 $5.48K - $7.27K
79.9K $8.8B
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
C
Citigroup Inc

Financial Services
12.8K
+ 138.03%
$58.13 - $85.12 $743K - $1.09M
22K $1.88B
QCOM
Qualcomm Inc

Technology
7.11K
+ 62.36%
$124.66 - $159.48 $886K - $1.13M
18.5K $2.95B
IWF
Ishares Russell 1000 Gr ETF

ETFs
1.7K
+ 23.68%
$320.42 - $424.58 $543K - $720K
8.85K $3.76B
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
SCHW
Schwab Charles Corp

Financial Services
10.3K
+ 197.22%
$69.06 - $91.24 $709K - $937K
15.5K $1.41B
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
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
AMAT
Applied Materials Inc

Technology
3.94K
+ 134.51%
$126.95 - $183.52 $500K - $723K
6.87K $1.26B
GILD
Gilead Sciences, Inc.

Healthcare
7.33K
+ 341.34%
$96.91 - $113.0 $711K - $829K
9.48K $1.05B
DLR
Digital Realty Trust, Inc.

Real Estate
2.67K
+ 27.4%
$136.11 - $177.69 $364K - $475K
12.4K $2.17B
ELV
Elevance Health, Inc.

Healthcare
2.01K
+ 319.59%
$372.27 - $452.69 $747K - $909K
2.64K $1.02B
ZTS
Zoetis Inc.

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

Energy
8.23K
+ 44.78%
$133.73 - $168.51 $1.1M - $1.39M
26.6K $3.81B
CCI
Crown Castle International Corp

Real Estate
7.15K
+ 57.18%
$94.83 - $107.06 $678K - $766K
19.7K $2.02B
MCO
Moodys Corp

Financial Services
1.28K
+ 142.19%
$396.7 - $501.59 $509K - $644K
2.19K $1.1B
VST
Vistra Corp.

Utilities
2.47K
+ 98.84%
$98.07 - $195.04 $242K - $481K
4.96K $961M
CCL
Carnival Corp

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