Catalytic Wealth Ria, LLC Portfolio Holdings

Catalytic Wealth Ria, LLC

  • $545 Billion
  • Q1 2025

Catalytic Wealth Ria, LLC has filed its 13F form on May 12, 2025 for Q1 2025 where it was disclosed a total value porftolio of $545 Billion distributed in 305 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Salesforce, Inc. with a value of $57.3B, Apple Inc. with a value of $24.6B, Microsoft Corp with a value of $19.4B, Alphabet Inc. with a value of $15.5B, and Spdr S&P 500 ETF Trust with a value of $15.4B.

Examining the 13F form we can see an decrease of $24.1B in the current position value, from $569B to 545B.

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 $545 Billion
ETFs: $187 Billion
Technology: $133 Billion
Financial Services: $39.3 Billion
Communication Services: $34.4 Billion
Real Estate: $31.6 Billion
Healthcare: $30.9 Billion
Consumer Cyclical: $21.2 Billion
Industrials: $15.8 Billion
Other: $25.1 Billion

Stock Holdings Table ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$15.4 Billion 2.82% of portfolio
27,497
Q1 2025 Added 0.96%
$0
$8.2 Billion 1.5% of portfolio
42,255
Q1 2025 Reduced 3.81%
$0
$8.06 Billion 1.48% of portfolio
29,340
Q1 2025 Added 3.21%
$0
$7.99 Billion 1.47% of portfolio
15,540
Q1 2025 Reduced 1.51%
$0
$7.9 Billion 1.45% of portfolio
21,309
Q1 2025 Added 10.31%
$0
$7.41 Billion 1.36% of portfolio
79,834
Q3 2024 Added 0.08%
$0
$7.35 Billion 1.35% of portfolio
126,018
Q1 2025 Added 0.04%
$0
$7.02 Billion 1.29% of portfolio
40,509
Q1 2025 Reduced 1.14%
$0
$6.53 Billion 1.2% of portfolio
130,933
Q1 2025 Reduced 1.97%
$0
$5.49 Billion 1.01% of portfolio
42,595
Q1 2025 Reduced 3.16%
$0
$5.21 Billion 0.96% of portfolio
49,858
Q1 2025 Reduced 0.05%
$0
$5.14 Billion 0.94% of portfolio
10,964
Q1 2025 Reduced 0.21%
$0
$4.58 Billion 0.84% of portfolio
45,905
Q1 2025 Added 0.47%
$0
$4.27 Billion 0.78% of portfolio
26,579
Q1 2025 Reduced 0.97%
$0
$4.17 Billion 0.76% of portfolio
62,817
Q1 2025 Added 2.62%
$0
$3.66 Billion 0.67% of portfolio
35,794
Q1 2025 Reduced 2.85%
$0
$2.96 Billion 0.54% of portfolio
58,208
Q1 2025 Reduced 0.79%
$0
$2.91 Billion 0.53% of portfolio
25,069
Q4 2024 Added 0.0%
$0
$2.6 Billion 0.48% of portfolio
4,634
Q1 2025 Added 0.22%
$0
$2.59 Billion 0.47% of portfolio
7,159
Q1 2025 Added 3.72%
$0
$2.52 Billion 0.46% of portfolio
12,607
Q1 2025 Added 5.95%
$0
$2.52 Billion 0.46% of portfolio
30,797
Q1 2025 Added 3.7%
$0
$2.47 Billion 0.45% of portfolio
14,313
Q1 2025 Added 4.06%
$0
$2.46 Billion 0.45% of portfolio
29,523
Q1 2025 Reduced 2.85%
$0
$2.32 Billion 0.43% of portfolio
25,437
Q1 2025 New
$0
$2.29 Billion 0.42% of portfolio
45,039
Q1 2025 Added 30.88%
$0
$2.23 Billion 0.41% of portfolio
9,130
Q1 2025 Added 5.54%
$0
$2.11 Billion 0.39% of portfolio
23,261
Q1 2025 Added 22.31%
$0
$2.14 Billion 0.39% of portfolio
17,912
Q1 2025 Reduced 1.41%
$0
$2.15 Billion 0.39% of portfolio
35,928
Q1 2025 Reduced 0.32%
$0
$2.03 Billion 0.37% of portfolio
8,057
Q1 2025 Added 3.45%
$0
$1.75 Billion 0.32% of portfolio
7,889
Q1 2025 Reduced 0.15%
$0
$1.62 Billion 0.3% of portfolio
35,700
Q1 2025 Added 25.19%
$0
$1.51 Billion 0.28% of portfolio
2,778
Q1 2025 Added 2.62%
$0
$1.48 Billion 0.27% of portfolio
4,655
Q1 2025 Reduced 0.43%
$106B
$1.44 Billion 0.26% of portfolio
4,989
Q1 2025 Added 144.56%
$0
$1.26 Billion 0.23% of portfolio
19,190
Q1 2025 Added 2.63%
$0
$1.25 Billion 0.23% of portfolio
11,523
Q1 2025 Reduced 4.15%
$0
$1.19 Billion 0.22% of portfolio
22,705
Q1 2025 Reduced 4.04%
$0
$1.19 Billion 0.22% of portfolio
11,843
Q1 2025 Added 96.56%
$0
$1.13 Billion 0.21% of portfolio
11,631
Q1 2025 Reduced 13.58%
$0
$1.11 Billion 0.2% of portfolio
17,812
Q1 2025 Reduced 1.65%
$0
$1.05 Billion 0.19% of portfolio
3,881
Q1 2025 Reduced 0.1%
$0
$1.05 Billion 0.19% of portfolio
17,794
Q2 2024 New
$0
$885 Million 0.16% of portfolio
18,286
Q4 2024 Reduced 19.49%
$0
$879 Million 0.16% of portfolio
4,259
Q1 2025 Reduced 3.69%
$0
$812 Million 0.15% of portfolio
31,764
Q1 2025 Added 3.67%
$0
$815 Million 0.15% of portfolio
30,452
Q1 2025 Added 3.66%
$0
$819 Million 0.15% of portfolio
4,792
Q1 2025 Reduced 2.54%

Summary

  • Portfolio
  • No. of Stocks 305
  • Current Value $545 Billion
  • Prior Value $569 Billion
  • Filing
  • Period Q1 2025
  • Filing Date May 12, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 41 stocks
  • Additional Purchases 141 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 101 stocks
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