Catalytic Wealth Ria, LLC New Holdings in Q3 2024

Catalytic Wealth Ria, LLC

  • $573 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
Tcw ETF Trust
372K
New
N/A
372K $13.8B
TLT
Ishares Barclays 20+ Year Trea

ETFs
16K
New
$89.91 - $101.33 $1.44M - $1.62M
16K $1.57B
REGN
Regeneron Pharmaceuticals, Inc.

Healthcare
1.27K
New
$1024.09 - $1201.76 $1.3M - $1.53M
1.27K $1.33B
AVSC
American Centy ETF Tr Avantis
22.7K
New
$49.07 - $56.13 $1.11M - $1.27M
22.7K $1.23B
AXP
American Express CO

Financial Services
2.81K
New
$225.92 - $271.17 $635K - $762K
2.81K $762M
TRV
Travelers Companies, Inc.

Financial Services
3K
New
$201.87 - $242.35 $605K - $727K
3K $702M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
12.7K
New
$49.93 - $51.15 $635K - $650K
12.7K $650M
ORLY
O Reilly Automotive Inc

Consumer Cyclical
536
New
$1015.62 - $1159.62 $544K - $622K
536 $617M
MS
Morgan Stanley

Financial Services
5.55K
New
$92.07 - $106.96 $511K - $594K
5.55K $579M
ROK
Rockwell Automation, Inc

Industrials
2.08K
New
$248.27 - $294.37 $517K - $613K
2.08K $559M
Smurfit Westrock PLC
10.5K
New
N/A
10.5K $520M
AVLV
American Centy ETF Tr Avantis
7.48K
New
$60.05 - $65.83 $449K - $492K
7.48K $492M
AVUV
American Centy ETF Tr Avantis

ETFs
4.52K
New
$88.24 - $99.7 $399K - $450K
4.52K $433M
BK
Bank Of New York Mellon Corp

Financial Services
5.96K
New
$59.54 - $72.17 $355K - $430K
5.96K $428M
EA
Electronic Arts Inc.

Communication Services
2.77K
New
$137.32 - $151.82 $380K - $420K
2.77K $397M
Te Connectivity PLC
2.48K
New
N/A
2.48K $374M
MT
Arcelor Mittal

Basic Materials
13.9K
New
$21.09 - $26.26 $293K - $365K
13.9K $365M
CL
Colgate Palmolive CO

Consumer Defensive
3.48K
New
$95.54 - $108.77 $333K - $379K
3.48K $362M
SCHV
Schwab Strategic Tr Us Large C

ETFs
4.42K
New
$73.43 - $80.37 $324K - $355K
4.42K $355M
Cooper Cos Inc
2.89K
New
N/A
2.89K $318M
KIM
Kimco Realty Corp

Real Estate
12.7K
New
$19.24 - $24.06 $244K - $305K
12.7K $294M
XYL
Xylem Inc.

Industrials
2.17K
New
$126.14 - $141.53 $274K - $307K
2.17K $293M
FTV
Fortive Corp

Technology
3.56K
New
$67.01 - $79.2 $238K - $282K
3.56K $281M
LHX
L3 Harris Technologies, Inc.

Industrials
1.14K
New
$221.96 - $243.27 $253K - $278K
1.14K $271M
OHI
Omega Healthcare Investors Inc

Real Estate
6.25K
New
$33.55 - $41.29 $210K - $258K
6.25K $254M
WFC
Wells Fargo & Company

Financial Services
4.25K
New
$51.58 - $60.97 $219K - $259K
4.25K $240M
XLV
Select Sector Spdr Fund Health

ETFs
1.42K
New
$143.3 - $157.24 $204K - $224K
1.42K $219M
PWR
Quanta Services, Inc.

Industrials
735
New
$239.58 - $298.23 $176K - $219K
735 $219M
WDAY
Workday, Inc.

Technology
887
New
$207.75 - $264.68 $184K - $235K
887 $217M
MTB
M&T Bank Corp

Financial Services
1.22K
New
$146.49 - $179.85 $178K - $219K
1.22K $216M
HDB
Hdfc Bank LTD

Financial Services
3.45K
New
$58.04 - $66.97 $200K - $231K
3.45K $216M
ILMN
Illumina, Inc.

Healthcare
1.63K
New
$105.28 - $135.9 $172K - $221K
1.63K $212M
HIW
Highwoods Properties, Inc.

Real Estate
6.31K
New
$25.97 - $33.6 $164K - $212K
6.31K $211M
HST
Host Hotels & Resorts, Inc.

Real Estate
11.6K
New
$15.92 - $18.86 $185K - $219K
11.6K $205M
VIOG
Vanguard S&P Small Cap 600 Gro

ETFs
1.7K
New
$109.24 - $121.48 $186K - $207K
1.7K $204M
FTNT
Fortinet, Inc.

Technology
2.6K
New
$55.39 - $77.55 $144K - $202K
2.6K $202M
GILD
Gilead Sciences, Inc.

Healthcare
2.39K
New
$66.59 - $83.99 $159K - $201K
2.39K $201M
WIT
Wipro LTD

Technology
12.5K
New
$5.66 - $6.89 $70.8K - $86.2K
12.5K $81.1M
SAN
Banco Santander, S.A.

Financial Services
13.6K
New
$4.37 - $5.16 $59.6K - $70.4K
13.6K $69.6M
NMR
Nomura Holdings Inc

Financial Services
11.4K
New
$4.92 - $6.31 $55.9K - $71.7K
11.4K $59.3M
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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