Catalytic Wealth Ria, LLC Sells in Q3 2024

Catalytic Wealth Ria, LLC

  • $573 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
UI
Ubiquiti Inc.

Technology
-975
- 32.77%
$147.13 - $221.72 $143K - $216K
2K $443M
IJS
Ishares S&P Smallcap 600 Value

ETFs
-1.4K
- 8.85%
$95.81 - $109.03 $134K - $153K
14.4K $1.55B
ANET
Arista Networks, Inc.

Technology
-23
- 3.33%
$311.42 - $388.21 $7.16K - $8.93K
667 $256M
CB
Chubb LTD

Financial Services
-257
- 9.37%
$252.51 - $292.2 $64.9K - $75.1K
2.49K $717M
BAH
Booz Allen Hamilton Holding Corp

Industrials
-39
- 1.38%
$138.82 - $162.76 $5.41K - $6.35K
2.8K $455M
IWD
Ishares Russell 1000 Val ETF

ETFs
-22
- 1.38%
$173.36 - $189.8 $3.81K - $4.18K
1.57K $298M
BKNG
Booking Holdings Inc.

Consumer Cyclical
-5
- 2.94%
$3305.62 - $4268.05 $16.5K - $21.3K
165 $695M
GIS
General Mills Inc

Consumer Defensive
-166
- 5.11%
$62.5 - $75.15 $10.4K - $12.5K
3.09K $228M
IWO
Ishares Russell 2000 Gwt ETF

ETFs
-25
- 1.81%
$256.4 - $289.78 $6.41K - $7.24K
1.35K $384M
NEE
Nextera Energy Inc

Utilities
-220
- 7.3%
$69.9 - $84.97 $15.4K - $18.7K
2.79K $236M
SUI
Sun Communities Inc

Real Estate
-104
- 3.38%
$117.46 - $147.6 $12.2K - $15.4K
2.97K $402M
CMCSA
Comcast Corp

Communication Services
-189
- 1.21%
$37.33 - $41.78 $7.06K - $7.9K
15.4K $643M
AON
Aon PLC

Financial Services
-50
- 5.06%
$293.16 - $351.06 $14.7K - $17.6K
939 $325M
DE
Deere & CO

Industrials
-47
- 3.74%
$344.84 - $418.0 $16.2K - $19.6K
1.21K $505M
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
-42
- 0.15%
$51.02 - $52.74 $2.14K - $2.22K
27.5K $1.45B
FND
Floor & Decor Holdings, Inc.

Consumer Cyclical
-214
- 7.63%
$89.87 - $124.16 $19.2K - $26.6K
2.59K $322M
RACE
Ferrari N.V.

Consumer Cyclical
-27
- 2.84%
$405.92 - $496.79 $11K - $13.4K
924 $434M
CAT
Caterpillar Inc

Industrials
-46
- 3.95%
$316.8 - $391.12 $14.6K - $18K
1.12K $438M
PPL
Ppl Corp

Utilities
-428
- 2.96%
$27.36 - $33.08 $11.7K - $14.2K
14K $465M
ZTS
Zoetis Inc.

Healthcare
-129
- 3.13%
$172.58 - $196.48 $22.3K - $25.3K
3.99K $780M
LMT
Lockheed Martin Corp

Industrials
-109
- 9.85%
$460.3 - $584.56 $50.2K - $63.7K
998 $583M
GE
General Electric CO

Industrials
-116
- 3.76%
$156.66 - $189.66 $18.2K - $22K
2.97K $560M
ADP
Automatic Data Processing Inc

Industrials
-145
- 4.91%
$233.44 - $279.45 $33.8K - $40.5K
2.81K $778M
PNC
Pnc Financial Services Group, Inc.

Financial Services
-84
- 2.74%
$156.14 - $187.2 $13.1K - $15.7K
2.98K $550M
BUD
Anheuser Busch In Bev Sa

Consumer Defensive
-22
- 0.23%
$58.35 - $66.29 $1.28K - $1.46K
9.42K $624M
SPGP
Invesco Exchange Traded Fd Tr

ETFs
-102
- 0.22%
$96.3 - $106.49 $9.82K - $10.9K
45.6K $4.77B
IWV
Ishares Russell 3000 ETF

ETFs
-34
- 0.71%
$294.75 - $326.73 $10K - $11.1K
4.78K $1.56B
SPGI
S&P Global Inc.

Financial Services
-2
- 0.18%
$446.32 - $527.38 $893 - $1.05K
1.11K $574M
NSC
Norfolk Southern Corp

Industrials
-68
- 2.37%
$213.75 - $259.69 $14.5K - $17.7K
2.81K $698M
KO
Coca Cola CO

Consumer Defensive
-187
- 1.63%
$62.69 - $73.01 $11.7K - $13.7K
11.3K $811M
VST
Vistra Corp.

Utilities
-267
- 7.63%
$69.0 - $119.06 $18.4K - $31.8K
3.23K $383M
ISRG
Intuitive Surgical Inc

Healthcare
-38
- 1.65%
$416.14 - $494.01 $15.8K - $18.8K
2.26K $1.11B
NOW
Service Now, Inc.

Technology
-71
- 5.01%
$730.87 - $937.36 $51.9K - $66.6K
1.35K $1.2B
MMM
3 M CO

Industrials
-1
- 0.04%
$99.69 - $139.42 $99.7 - $139
2.68K $367M
ABBV
Abb Vie Inc.

Healthcare
-567
- 7.19%
$163.84 - $199.33 $92.9K - $113K
7.32K $1.45B
BCS
Barclays PLC

Financial Services
-1.43K
- 1.86%
$10.59 - $12.45 $15.1K - $17.7K
75.4K $916M
SMMD
Ishares Tr Russell 2500 ETF

ETFs
-80
- 0.39%
$61.71 - $68.15 $4.94K - $5.45K
20.2K $1.37B
KMI
Kinder Morgan, Inc.

Energy
-435
- 0.79%
$19.72 - $22.22 $8.58K - $9.67K
54.9K $1.21B
IJK
Ishares S&P Midcap 400 Growth

ETFs
-50
- 0.16%
$84.81 - $93.54 $4.24K - $4.68K
31.3K $2.88B
SAP
Sap Se

Technology
-181
- 3.15%
$197.21 - $231.0 $35.7K - $41.8K
5.57K $1.28B
ESGD
Ishares Trust Ishares Esg Awar

ETFs
-720
- 2.11%
$75.63 - $84.89 $54.5K - $61.1K
33.5K $2.82B
MCD
Mcdonalds Corp

Consumer Cyclical
-273
- 6.27%
$245.82 - $304.51 $67.1K - $83.1K
4.08K $1.24B
AMT
American Tower Corp

Real Estate
-378
- 6.44%
$192.27 - $242.73 $72.7K - $91.8K
5.49K $1.28B
APP
App Lovin Corp

Technology
-1.02K
- 17.13%
$67.14 - $130.65 $68.5K - $133K
4.94K $645M
CARR
Carrier Global Corp

Industrials
-13
- 0.15%
$61.9 - $80.88 $805 - $1.05K
8.78K $707M
IJJ
Ishares S&P Midcap 400 Value E

ETFs
-20
- 0.11%
$111.9 - $124.28 $2.24K - $2.49K
18.3K $2.26B
NOBL
Proshares S&P 500 Dividend Ari

ETFs
-2.53K
- 5.91%
$95.1 - $106.76 $240K - $270K
40.3K $4.3B
LOW
Lowes Companies Inc

Consumer Cyclical
-241
- 4.85%
$213.3 - $270.78 $51.4K - $65.3K
4.73K $1.28B
VNQ
Vanguard Specialized Funds Van

ETFs
-996
- 4.8%
$82.97 - $98.97 $82.6K - $98.6K
19.7K $1.92B
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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