Catalytic Wealth Ria, LLC Portfolio Holdings
Catalytic Wealth Ria, LLC
- $569 Billion
- Q4 2024
Catalytic Wealth Ria, LLC has filed its 13F form on February 07, 2025 for Q4 2024 where it was disclosed a total value porftolio of $569 Billion distributed in 289 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Salesforce, Inc. with a value of $71.2B, Apple Inc. with a value of $27.3B, Microsoft Corp with a value of $22.7B, Alphabet Inc. with a value of $19.2B, and Spdr S&P 500 ETF Trust with a value of $16B.
Examining the 13F form we can see an decrease of $3.69B in the current position value, from $573B to 569B.
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
$569 Billion
ETFs: $183 Billion
Technology: $163 Billion
Communication Services: $38.9 Billion
Financial Services: $38.2 Billion
Healthcare: $29.9 Billion
Real Estate: $29.4 Billion
Consumer Cyclical: $23.7 Billion
Industrials: $16.8 Billion
Other: $22.7 Billion
Stock Holdings Table Market Cap. of $50 Millions to $300 Millions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
|---|
Summary
- Portfolio
- No. of Stocks 289
- Current Value $569 Billion
- Prior Value $573 Billion
- Filing
- Period Q4 2024
- Filing Date February 07, 2025
- Form Type 13F-HR
- Activity in Q4 2024
- New Purchases 28 stocks
- Additional Purchases 102 stocks
- Sold out of 0 stocks
- Reduced holdings in 140 stocks