Catalytic Wealth Ria, LLC Reduced Holdings in Q2 2025

Catalytic Wealth Ria, LLC

  • $1.22 Trillion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-20.5K
- 41.08%
$90.56 - $109.49 $1.85M - $2.24M
29.4K $3.21B
NOBL
Proshares S&P 500 Dividend Ari

ETFs
-16K
- 44.74%
$90.85 - $102.31 $1.45M - $1.64M
19.8K $1.99B
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
-26.8K
- 20.45%
$49.57 - $50.27 $1.33M - $1.35M
104K $5.24B
VYM
Vanguard Whitehall Fds (Vangua

ETFs
-9.1K
- 21.36%
$114.78 - $133.31 $1.04M - $1.21M
33.5K $4.47B
RSP
Invesco S&P 500 Equal Weight E

ETFs
-6.72K
- 16.59%
$152.93 - $181.74 $1.03M - $1.22M
33.8K $6.14B
MRK
Merck & Co., Inc.

Healthcare
-6.4K
- 22.09%
$73.47 - $87.12 $470K - $558K
22.6K $1.79B
GS
Goldman Sachs Group Inc

Financial Services
-2.27K
- 39.23%
$462.22 - $707.75 $1.05M - $1.61M
3.51K $2.49B
FTSM
First Tr Enhanced Traded Fd Iv

ETFs
-6.67K
- 18.57%
$59.8 - $60.07 $399K - $401K
29.3K $1.75B
APP
App Lovin Corp

Technology
-1.8K
- 51.02%
$219.37 - $417.89 $394K - $751K
1.73K $604M
VOE
Vanguard Mid Cap Value Index F

ETFs
-2.61K
- 9.82%
$141.87 - $164.49 $370K - $429K
24K $3.94B
NEAR
Blackrock Short Maturity Bond

ETFs
-5.66K
- 9.72%
$50.41 - $51.17 $285K - $290K
52.6K $2.69B
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
-5.05K
- 22.22%
$51.68 - $52.76 $261K - $266K
17.7K $932M
AVSC
American Centy ETF Tr Avantis
-5.97K
- 32.67%
$42.39 - $51.76 $253K - $309K
12.3K $635M
IJJ
Ishares S&P Midcap 400 Value E

ETFs
-2.18K
- 12.18%
$103.88 - $123.68 $227K - $270K
15.7K $1.94B
FALN
Ishares Tr Fallen Angels Usd B

ETFs
-6.67K
- 43.38%
$25.27 - $27.14 $169K - $181K
8.71K $236M
AMH
American Homes 4 Rent

Real Estate
-89
- 0.1%
$32.8 - $39.31 $2.92K - $3.5K
86.4K $3.12B
IUSG
Ishares Core S&P U.S Growth Et

ETFs
-1.43K
- 49.91%
$113.67 - $150.4 $163K - $215K
1.44K $216M
TTE
Total Energies Se

Energy
-1.82K
- 30.35%
N/A
4.18K $257M
SPGP
Invesco Exchange Traded Fd Tr

ETFs
-4.55K
- 9.91%
$86.05 - $107.7 $391K - $490K
41.4K $4.45B
PUK
Prudential PLC

Financial Services
-9.62K
- 30.33%
$18.03 - $25.49 $174K - $245K
22.1K $553M
NAD
Nuveen Quality Municipal Income Fund

Financial Services
-9.41K
- 15.81%
$10.78 - $11.57 $101K - $109K
50.1K $566M
SPG
Simon Property Group Inc

Real Estate
-481
- 6.0%
$140.37 - $171.44 $67.5K - $82.5K
7.53K $1.21B
NEA
Nuveen Amt Free Quality Municipal Income Fund

Financial Services
-9.29K
- 15.28%
$10.29 - $11.24 $95.6K - $104K
51.5K $562M
Blackrock ETF Trust Ii
-1.42K
- 2.66%
N/A
52.1K $2.54B
SAP
Sap Se

Technology
-747
- 22.68%
$237.53 - $309.8 $177K - $231K
2.55K $775M
ACWI
Ishares Msci Acwi ETF

ETFs
-1.18K
- 29.24%
$103.59 - $128.6 $122K - $152K
2.85K $367M
EFA
Ishares Tr Msci Eafe ETF

ETFs
-1.89K
- 20.92%
$72.96 - $90.39 $138K - $171K
7.13K $638M
SUB
Ishares Short Term National Mu

ETFs
-932
- 17.14%
$104.77 - $106.34 $97.6K - $99.1K
4.51K $479M
TDOC
Teladoc Health, Inc.

Healthcare
-12.8K
- 54.29%
$6.51 - $8.71 $83.4K - $112K
10.8K $94M
SPYD
Spdr Portfolio S&P 500 High Di

ETFs
-1.12K
- 8.64%
$38.81 - $44.28 $43.5K - $49.6K
11.8K $503M
SPHQ
Invesco Exchange Traded Fd Tr

ETFs
-5.31K
- 8.46%
$59.24 - $71.39 $315K - $379K
57.5K $4.1B
FLOT
Ishares Tr Fltg Rate Nt ETF

ETFs
-1.18K
- 19.59%
$50.1 - $51.02 $59.1K - $60.2K
4.84K $247M
SCHV
Schwab Strategic Tr Us Large C

ETFs
-2.36K
- 20.94%
$23.55 - $27.67 $55.5K - $65.2K
8.9K $246M
VNQ
Vanguard Specialized Funds Van

ETFs
-48
- 0.21%
$79.79 - $91.42 $3.83K - $4.39K
23.2K $2.07B
VTV
Vanguard Value ETF

ETFs
-524
- 3.66%
$153.67 - $176.74 $80.5K - $92.6K
13.8K $2.44B
IGLB
Ishares 10+ Year Investment Gr

ETFs
-695
- 9.41%
$47.55 - $50.44 $33K - $35.1K
6.69K $336M
WCN
Waste Connections, Inc.

Industrials
-93
- 6.6%
$183.26 - $199.95 $17K - $18.6K
1.32K $246M
HSY
Hershey CO

Consumer Defensive
-72
- 4.67%
$151.29 - $173.13 $10.9K - $12.5K
1.47K $244M
OHI
Omega Healthcare Investors Inc

Real Estate
-1
- 0.01%
$35.55 - $39.05 $35.6 - $39.1
13K $475M
IBMN
Ishares Tr Ibonds Dec 2025 Ter

ETFs
-623
- 2.05%
$26.41 - $26.76 $16.5K - $16.7K
29.8K $798M
IBMO
Ishares Tr Ibonds December 202

ETFs
-650
- 2.05%
$25.32 - $25.63 $16.5K - $16.7K
31.1K $797M
IBMP
Ishares Tr Ibonds December 202

ETFs
-654
- 2.04%
$24.98 - $25.35 $16.3K - $16.6K
31.4K $795M
MGC
Vanguard Mega Cap ETF

ETFs
-304
- 12.94%
$179.23 - $224.92 $54.5K - $68.4K
2.05K $460M
IBMQ
Ishares Tr Ibonds Dec 2028 Ter

ETFs
-653
- 2.05%
$24.88 - $25.41 $16.2K - $16.6K
31.2K $793M
Ishares Tr
-655
- 2.05%
N/A
31.4K $792M
IBN
Icici Bank LTD

Financial Services
-765
- 8.02%
$30.16 - $34.39 $23.1K - $26.3K
8.77K $295M
Ishares Tr
-496
- 1.63%
N/A
29.9K $767M
VGIT
Vanguard Intermediate Term Tre

ETFs
-70
- 0.99%
$58.63 - $59.9 $4.1K - $4.19K
7.03K $420M
BSV
Vanguard Bd Index Fd Inc Short

ETFs
-51
- 0.58%
$77.74 - $78.78 $3.96K - $4.02K
8.7K $685M
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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