Catalytic Wealth Ria, LLC New Holdings in Q1 2025

Catalytic Wealth Ria, LLC

  • $545 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
Blackrock ETF Trust Ii
53.6K
New
N/A
53.6K $2.65B
TLT
Ishares Barclays 20+ Year Trea

ETFs
25.4K
New
$85.29 - $92.57 $2.17M - $2.35M
25.4K $2.32B
Ishares Bitcoin Trust ETF
46.8K
New
N/A
46.8K $2.19B
VUSB
Vanguard Bd Index Fds
32.4K
New
N/A
32.4K $1.61B
BSV
Vanguard Bd Index Fd Inc Short

ETFs
8.75K
New
$76.94 - $78.28 $673K - $685K
8.75K $685M
SHYG
Ishares 0 5 Year High Yield CO

ETFs
15K
New
$42.38 - $43.28 $634K - $648K
15K $636M
AVIV
American Centy ETF Tr Avantis
9.08K
New
$51.51 - $58.54 $467K - $531K
9.08K $514M
IGEB
Ishares Tr Edge Invt Grade Enh

ETFs
10.6K
New
$43.76 - $45.31 $464K - $481K
10.6K $478M
MGC
Vanguard Mega Cap ETF

ETFs
2.35K
New
$199.2 - $222.69 $468K - $523K
2.35K $473M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
21.5K
New
$18.36 - $20.51 $395K - $441K
21.5K $425M
SCHP
Schwab Strategic Us Tips ETF

ETFs
15.7K
New
$25.69 - $26.89 $404K - $423K
15.7K $423M
VGIT
Vanguard Intermediate Term Tre

ETFs
7.1K
New
$57.44 - $59.4 $408K - $421K
7.1K $421M
MCO
Moodys Corp

Financial Services
903
New
$437.8 - $527.48 $395K - $476K
903 $421M
FALN
Ishares Tr Fallen Angels Usd B

ETFs
15.4K
New
$26.64 - $27.14 $410K - $417K
15.4K $412M
CCL
Carnival Corp

Consumer Cyclical
19.1K
New
$19.08 - $28.49 $365K - $545K
19.1K $374M
Ishares Ethereum Tr
22.8K
New
N/A
22.8K $315M
FLOT
Ishares Tr Fltg Rate Nt ETF

ETFs
6.02K
New
$50.87 - $51.09 $306K - $307K
6.02K $307M
UBER
Uber Technologies, Inc

Technology
4.12K
New
$63.17 - $81.49 $260K - $336K
4.12K $300M
VGLT
Vanguard Long Term Treasury Et

ETFs
4.65K
New
$53.99 - $58.43 $251K - $271K
4.65K $268M
SBAC
Sba Communications Corp

Real Estate
1.21K
New
$192.76 - $224.91 $232K - $271K
1.21K $265M
HSY
Hershey CO

Consumer Defensive
1.54K
New
$144.74 - $186.36 $223K - $288K
1.54K $264M
ECL
Ecolab Inc.

Basic Materials
1K
New
$229.72 - $269.82 $230K - $270K
1K $254M
DELL
Dell Technologies Inc.

Technology
2.77K
New
$90.34 - $124.66 $250K - $345K
2.77K $252M
ESGE
Ishares, Inc. Ishares Esg Awar

ETFs
7.15K
New
$32.74 - $36.2 $234K - $259K
7.15K $250M
IBM
International Business Machines Corp

Technology
993
New
$217.4 - $264.74 $216K - $263K
993 $247M
SNN
Smith & Nephew PLC

Healthcare
8.49K
New
$23.89 - $30.34 $203K - $258K
8.49K $241M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
3.6K
New
$64.88 - $72.1 $233K - $259K
3.6K $237M
SO
Southern CO

Utilities
2.53K
New
$80.96 - $92.96 $205K - $235K
2.53K $232M
Lam Research Corp
3.17K
New
N/A
3.17K $231M
ORLY
O Reilly Automotive Inc

Consumer Cyclical
159
New
$1187.71 - $1432.58 $189K - $228K
159 $228M
SAFT
Safety Insurance Group Inc

Financial Services
2.87K
New
$75.27 - $82.53 $216K - $237K
2.87K $226M
ALL
Allstate Corp

Financial Services
1.08K
New
$180.99 - $210.18 $196K - $228K
1.08K $224M
NEE
Nextera Energy Inc

Utilities
3.09K
New
$66.96 - $76.16 $207K - $236K
3.09K $219M
VRTX
Vertex Pharmaceuticals Inc

Healthcare
451
New
$402.49 - $513.76 $182K - $232K
451 $219M
CI
Cigna Corp

Healthcare
646
New
$274.49 - $329.0 $177K - $213K
646 $212M
LQDH
Ishares U S ETF Tr Int Rate He

ETFs
2.24K
New
$92.03 - $93.95 $206K - $210K
2.24K $207M
AOS
Smith A O Corp

Industrials
3.14K
New
$65.16 - $72.69 $205K - $228K
3.14K $205M
AEP
American Electric Power CO Inc

Utilities
1.88K
New
$90.32 - $109.27 $170K - $205K
1.88K $205M
IAU
Ishares Gold Trust

ETFs
3.42K
New
$49.74 - $58.96 $170K - $202K
3.42K $202M
SHV
Ishares Tr

ETFs
1.83K
New
$110.11 - $110.51 $201K - $202K
1.83K $202M
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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