Catalytic Wealth Ria, LLC Incresed Positions in Q1 2025

Catalytic Wealth Ria, LLC

  • $545 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
DXCM
Dexcom Inc

Healthcare
187
+ 6.82%
$67.74 - $90.75 $12.7K - $17K
2.93K $200M
Blackrock Inc
2
+ 0.79%
N/A
254 $240M
ADI
Analog Devices Inc

Technology
13
+ 0.63%
$201.56 - $243.82 $2.62K - $3.17K
2.06K $416M
IJT
Ishares S&P Small Cap 600 Grow

ETFs
19
+ 0.91%
$121.0 - $142.28 $2.3K - $2.7K
2.1K $261M
PANW
Palo Alto Networks Inc

Technology
117
+ 3.21%
$167.82 - $208.28 $19.6K - $24.4K
3.76K $641M
TDOC
Teladoc Health, Inc.

Healthcare
584
+ 2.54%
$7.96 - $14.33 $4.65K - $8.37K
23.6K $188M
PNC
Pnc Financial Services Group, Inc.

Financial Services
146
+ 5.14%
$168.84 - $202.89 $24.7K - $29.6K
2.99K $525M
LMT
Lockheed Martin Corp

Industrials
34
+ 3.37%
$423.19 - $506.29 $14.4K - $17.2K
1.04K $466M
CARR
Carrier Global Corp

Industrials
170
+ 2.21%
$62.07 - $70.55 $10.6K - $12K
7.86K $498M
VUG
Vanguard Growth ETF

ETFs
1.99K
+ 10.31%
$369.1 - $427.61 $735K - $852K
21.3K $7.9B
HST
Host Hotels & Resorts, Inc.

Real Estate
1.33K
+ 9.12%
$14.21 - $17.45 $19K - $23.3K
16K $227M
MMYT
Make My Trip LTD

Consumer Cyclical
142
+ 4.34%
N/A
3.41K $334M
CAT
Caterpillar Inc

Industrials
16
+ 1.38%
$326.75 - $407.63 $5.23K - $6.52K
1.18K $388M
MCHP
Microchip Technology Inc

Technology
278
+ 4.39%
$48.41 - $64.3 $13.5K - $17.9K
6.61K $320M
LOW
Lowes Companies Inc

Consumer Cyclical
77
+ 1.69%
$222.66 - $268.42 $17.1K - $20.7K
4.64K $1.08B
EMR
Emerson Electric CO

Industrials
44
+ 1.22%
$108.64 - $131.17 $4.78K - $5.77K
3.66K $401M
VST
Vistra Corp.

Utilities
10
+ 0.4%
$108.49 - $191.89 $1.08K - $1.92K
2.49K $293M
BX
Blackstone Inc.

Financial Services
9
+ 0.58%
$136.53 - $186.74 $1.23K - $1.68K
1.57K $219M
SCHG
Schwab Strategic Tr Us Large C

ETFs
115
+ 0.61%
$24.91 - $29.02 $2.86K - $3.34K
19.1K $478M
BAC
Bank Of America Corp

Financial Services
629
+ 1.76%
$39.61 - $47.74 $24.9K - $30K
36.4K $1.52B
DEO
Diageo PLC

Consumer Defensive
590
+ 11.4%
$104.79 - $126.12 $61.8K - $74.4K
5.76K $604M
IRM
Iron Mountain Inc

Real Estate
582
+ 9.46%
$82.79 - $111.31 $48.2K - $64.8K
6.73K $579M
WMT
Walmart Inc.

Consumer Defensive
218
+ 0.51%
$84.5 - $105.05 $18.4K - $22.9K
43K $3.77B
IWM
Ishares Russell 2000 ETF

ETFs
708
+ 5.95%
$198.1 - $229.79 $140K - $163K
12.6K $2.52B
IVV
Ishares Core S&P 500 ETF

ETFs
10
+ 0.22%
$554.06 - $615.85 $5.54K - $6.16K
4.63K $2.6B
TECH
Bio Techne Corp

Healthcare
77
+ 0.69%
$58.47 - $78.75 $4.5K - $6.06K
11.2K $660M
VBK
Vanguard Small Cap Growth ETF

ETFs
269
+ 3.45%
$247.97 - $296.33 $66.7K - $79.7K
8.06K $2.03B
MRK
Merck & Co., Inc.

Healthcare
1.23K
+ 4.43%
$83.01 - $101.02 $102K - $124K
29K $2.6B
VTI
Vanguard Total Stock Market Et

ETFs
913
+ 3.21%
$271.18 - $303.12 $248K - $277K
29.3K $8.06B
VGT
Vanguard Information Technolog

ETFs
71
+ 2.62%
$542.38 - $646.34 $38.5K - $45.9K
2.78K $1.51B
IWF
Ishares Russell 1000 Gr ETF

ETFs
257
+ 3.72%
$360.07 - $417.26 $92.5K - $107K
7.16K $2.59B
DLR
Digital Realty Trust, Inc.

Real Estate
754
+ 8.37%
$142.1 - $183.56 $107K - $138K
9.76K $1.4B
SPGP
Invesco Exchange Traded Fd Tr

ETFs
213
+ 0.47%
$96.88 - $111.25 $20.6K - $23.7K
45.9K $4.58B
TT
Trane Technologies PLC

Industrials
3
+ 0.04%
$332.0 - $400.86 $996 - $1.2K
6.91K $2.33B
AVGO
Broadcom Inc.

Technology
225
+ 4.05%
$167.43 - $244.7 $37.7K - $55.1K
5.78K $968M
TSLA
Tesla, Inc.

Consumer Cyclical
599
+ 15.91%
$222.15 - $428.22 $133K - $257K
4.36K $1.13B
IJH
Ishares Core S&P Mid Cap ETF

ETFs
49
+ 0.04%
$57.21 - $65.8 $2.8K - $3.22K
126K $7.35B
SPY
Spdr S&P 500 ETF Trust

ETFs
261
+ 0.96%
$551.42 - $612.93 $144K - $160K
27.5K $15.4B
AAPL
Apple Inc.

Technology
1.78K
+ 1.63%
$209.68 - $247.1 $373K - $440K
111K $24.6B
CRM
Salesforce, Inc.

Technology
538
+ 0.25%
$268.36 - $359.95 $144K - $194K
214K $57.3B
Activity Summary
Buys All Purchases 182 New Holdings 41 Increased Positions 141 Sells All Sells 101 Reductions 101 Sold out 0 Options Calls 0 Puts 0
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