Catalytic Wealth Ria, LLC Portfolio Holdings
Catalytic Wealth Ria, LLC
- $507 Billion
- Q2 2024
Catalytic Wealth Ria, LLC has filed its 13F form on July 31, 2024 for Q2 2024 where it was disclosed a total value porftolio of $507 Billion distributed in 268 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Salesforce, Inc. with a value of $62.1B, Microsoft Corp with a value of $33B, Apple Inc. with a value of $22.4B, Alphabet Inc. with a value of $18.9B, and Spdr S&P 500 ETF Trust with a value of $15.5B.
Examining the 13F form we can see an increase of $6.92B in the current position value, from $500B to 507B.
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.
Stock Holdings Table ETFs Only
Summary
- Portfolio
- No. of Stocks 268
- Current Value $507 Billion
- Prior Value $500 Billion
- Filing
- Period Q2 2024
- Filing Date July 31, 2024
- Form Type 13F-HR
- Activity in Q2 2024
- New Purchases 19 stocks
- Additional Purchases 112 stocks
- Sold out of 0 stocks
- Reduced holdings in 118 stocks