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
DHR
Danaher Corp

Healthcare
722
+ 54.33%
$239.25 - $280.76 $173K - $203K
2.05K $570M
SPG
Simon Property Group Inc

Real Estate
830
+ 15.43%
$146.09 - $170.11 $121K - $141K
6.21K $1.05B
VBK
Vanguard Small Cap Growth ETF

ETFs
393
+ 5.33%
$240.48 - $267.94 $94.5K - $105K
7.77K $2.08B
DEO
Diageo PLC

Consumer Defensive
1.17K
+ 25.2%
$120.02 - $140.77 $140K - $164K
5.79K $813M
AVGO
Broadcom Inc.

Technology
6.67K
+ 1022.39%
$136.27 - $1745.86 $908K - $11.6M
7.32K $1.26B
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
2.22K
+ 8.41%
$41.9 - $48.26 $92.8K - $107K
28.6K $1.37B
INTU
Intuit Inc

Technology
393
+ 46.4%
$602.97 - $670.49 $237K - $264K
1.24K $770M
DLR
Digital Realty Trust, Inc.

Real Estate
956
+ 16.87%
$144.47 - $162.98 $138K - $156K
6.62K $1.07B
DHI
Horton D R Inc

Consumer Cyclical
83
+ 2.2%
$135.21 - $197.06 $11.2K - $16.4K
3.86K $737M
VICI
Vici Properties Inc.

Real Estate
3.9K
+ 28.66%
$27.64 - $34.08 $108K - $133K
17.5K $584M
Ishares Tr
6.35K
+ 26.96%
N/A
29.9K $762M
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
PHG
Koninklijke Philips Nv

Healthcare
245
+ 1.33%
$25.08 - $32.73 $6.14K - $8.02K
18.6K $609M
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
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
C
Citigroup Inc

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