Catalytic Wealth Ria, LLC Portfolio Holdings

Catalytic Wealth Ria, LLC

  • $573 Billion
  • Q3 2024

Catalytic Wealth Ria, LLC has filed its 13F form on November 04, 2024 for Q3 2024 where it was disclosed a total value porftolio of $573 Billion distributed in 296 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Salesforce, Inc. with a value of $65.8B, Apple Inc. with a value of $27.2B, Microsoft Corp with a value of $23.8B, Alphabet Inc. with a value of $16.8B, and Spdr S&P 500 ETF Trust with a value of $16.4B.

Examining the 13F form we can see an increase of $66.1B in the current position value, from $507B to 573B.

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 $573 Billion
ETFs: $187 Billion
Technology: $157 Billion
Healthcare: $36.7 Billion
Communication Services: $36 Billion
Financial Services: $32.8 Billion
Real Estate: $27.5 Billion
Consumer Cyclical: $25.9 Billion
Industrials: $21.7 Billion
Other: $27.7 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$316B
$2.45 Billion 0.43% of portfolio
16,616
Q3 2024 Reduced 3.1%
$0
$2.48 Billion 0.43% of portfolio
6,619
Q3 2024 Added 3.18%
$244B
$2.44 Billion 0.43% of portfolio
21,463
Q3 2024 Added 21.04%
$0
$2.4 Billion 0.42% of portfolio
13,749
Q3 2024 Reduced 8.12%
$0
$2.26 Billion 0.4% of portfolio
18,304
Q3 2024 Reduced 0.11%
$293B
$2.29 Billion 0.4% of portfolio
11,111
Q3 2024 Added 9.07%
$236B
$2.31 Billion 0.4% of portfolio
43,435
Q3 2024 Added 16.87%
$196B
$2.26 Billion 0.39% of portfolio
29,008
Q3 2024 Added 7.04%
$219B
$2.25 Billion 0.39% of portfolio
13,228
Q3 2024 Added 16.17%
$105B
$2.15 Billion 0.38% of portfolio
17,032
Q3 2024 Added 59.37%
$0
$2.19 Billion 0.38% of portfolio
36,588
Q3 2024 Added 15.34%
$0
$2.09 Billion 0.37% of portfolio
8,591
Q3 2024 Added 9.68%
$0
$2.08 Billion 0.36% of portfolio
7,765
Q3 2024 Added 5.33%
$116B
$1.98 Billion 0.35% of portfolio
21,998
Q3 2024 Added 25.0%
$0
$1.92 Billion 0.34% of portfolio
19,742
Q3 2024 Reduced 4.8%
$63B
$1.97 Billion 0.34% of portfolio
15,371
Q3 2024 Added 61.09%
$418B
$1.82 Billion 0.32% of portfolio
4,495
Q3 2024 Added 63.81%
$223B
$1.85 Billion 0.32% of portfolio
5,240
Q3 2024 Added 75.84%
$86.4B
$1.81 Billion 0.32% of portfolio
15,673
Q3 2024 Added 6.52%
$402B
$1.85 Billion 0.32% of portfolio
10,664
Q3 2024 Added 33.33%
$0
$1.78 Billion 0.31% of portfolio
33,800
Q3 2024 Added 12.96%
$174B
$1.71 Billion 0.3% of portfolio
14,111
Q3 2024 Reduced 2.2%
$143B
$1.7 Billion 0.3% of portfolio
5,119
Q3 2024 Added 74.65%
$0
$1.65 Billion 0.29% of portfolio
6,976
Q3 2024 Added 13.43%
$375B
$1.67 Billion 0.29% of portfolio
42,204
Q3 2024 Reduced 4.95%
$0
$1.56 Billion 0.27% of portfolio
4,775
Q3 2024 Reduced 0.71%
$0
$1.55 Billion 0.27% of portfolio
14,415
Q3 2024 Reduced 8.85%
$0
$1.57 Billion 0.27% of portfolio
15,991
Q3 2024 New
$154B
$1.48 Billion 0.26% of portfolio
7,169
Q3 2024 Reduced 5.91%
$495B
$1.49 Billion 0.26% of portfolio
8,748
Q3 2024 Added 26.47%
$0
$1.49 Billion 0.26% of portfolio
13,170
Q3 2024 Added 0.13%
$403B
$1.41 Billion 0.25% of portfolio
8,715
Q3 2024 Added 0.52%
$0
$1.45 Billion 0.25% of portfolio
27,525
Q3 2024 Reduced 0.15%
$292B
$1.45 Billion 0.25% of portfolio
7,324
Q3 2024 Reduced 7.19%
$0
$1.37 Billion 0.24% of portfolio
20,179
Q3 2024 Reduced 0.39%
$97.8B
$1.35 Billion 0.24% of portfolio
9,923
Q3 2024 Reduced 1.11%
$152B
$1.37 Billion 0.24% of portfolio
4,244
Q3 2024 Reduced 3.89%
$0
$1.37 Billion 0.24% of portfolio
28,559
Q3 2024 Added 8.41%
$180B
$1.31 Billion 0.23% of portfolio
7,698
Q3 2024 Added 4.96%
$81.1B
$1.33 Billion 0.23% of portfolio
1,269
Q3 2024 New
$91.5B
$1.28 Billion 0.22% of portfolio
5,488
Q3 2024 Reduced 6.44%
$203B
$1.28 Billion 0.22% of portfolio
11,260
Q3 2024 Added 14.76%
$0
$1.24 Billion 0.22% of portfolio
2,116
Q3 2024 Added 0.14%
$66.8B
$1.26 Billion 0.22% of portfolio
7,318
Q3 2024 Added 1,022.39%
$167B
$1.28 Billion 0.22% of portfolio
4,726
Q3 2024 Reduced 4.85%
$81.7B
$1.24 Billion 0.22% of portfolio
1,392
Q3 2024 Added 39.9%
$215B
$1.24 Billion 0.22% of portfolio
4,079
Q3 2024 Reduced 6.27%
$267B
$1.28 Billion 0.22% of portfolio
5,569
Q3 2024 Reduced 3.15%
$0
$1.24 Billion 0.22% of portfolio
14,797
Q3 2024 Reduced 5.85%

Summary

  • Portfolio
  • No. of Stocks 296
  • Current Value $573 Billion
  • Prior Value $507 Billion
  • Filing
  • Period Q3 2024
  • Filing Date November 04, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 41 stocks
  • Additional Purchases 120 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 113 stocks
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