Catalytic Wealth Ria, LLC Portfolio Holdings
Catalytic Wealth Ria, LLC
- $1.22 Trillion
- Q2 2025
Catalytic Wealth Ria, LLC has filed its 13F form on July 17, 2025 for Q2 2025 where it was disclosed a total value porftolio of $1.22 Trillion distributed in 526 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Meta Platforms, Inc. with a value of $70.1B, Salesforce, Inc. with a value of $61.6B, Microsoft Corp with a value of $59B, Nvidia Corp with a value of $54.9B, and Apple Inc. with a value of $46.9B.
Examining the 13F form we can see an increase of $679B in the current position value, from $545B to 1.22T.
Catalytic Wealth Ria, LLC is based out at Cambridge, MA
Below you can find more details about Catalytic Wealth Ria, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$1.22 Trillion
Technology: $353 Billion
ETFs: $219 Billion
Communication Services: $162 Billion
Financial Services: $113 Billion
Consumer Cyclical: $80.7 Billion
Healthcare: $74.6 Billion
Industrials: $57.5 Billion
Real Estate: $41.2 Billion
Other: $72.5 Billion
Stock Holdings Table ETFs Only
Summary
- Portfolio
- No. of Stocks 526
- Current Value $1.22 Trillion
- Prior Value $545 Billion
- Filing
- Period Q2 2025
- Filing Date July 17, 2025
- Form Type 13F-HR
- Activity in Q2 2025
- New Purchases 231 stocks
- Additional Purchases 213 stocks
- Sold out of 0 stocks
- Reduced holdings in 73 stocks