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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$26.2B
$276 Million 0.05% of portfolio
9,576
Q1 2025 Reduced 29.5%
$179B
$284 Million 0.05% of portfolio
6,251
Q1 2025 Added 16.95%
$48.4B
$275 Million 0.05% of portfolio
1,410
Q1 2025 Reduced 15.01%
$25.3B
$264 Million 0.05% of portfolio
1,543
Q1 2025 New
$0
$268 Million 0.05% of portfolio
4,646
Q1 2025 New
$0
$261 Million 0.05% of portfolio
2,097
Q1 2025 Added 0.91%
$47.2B
$282 Million 0.05% of portfolio
1,347
Q1 2025 Added 16.93%
$86.3B
$298 Million 0.05% of portfolio
696
Q1 2025 Reduced 18.98%
$82.3B
$277 Million 0.05% of portfolio
2,875
Q1 2025 Added 10.36%
$25.5B
$265 Million 0.05% of portfolio
1,205
Q1 2025 New
$0
$299 Million 0.05% of portfolio
11,257
Q4 2024 Added 154.74%
$0
$281 Million 0.05% of portfolio
10,035
Q4 2024 Added 200.0%
$76B
$254 Million 0.05% of portfolio
1,001
Q1 2025 New
$250B
$247 Million 0.05% of portfolio
3,377
Q1 2025 Reduced 5.64%
$104B
$282 Million 0.05% of portfolio
419
Q1 2025 Reduced 9.5%
$0
$250 Million 0.05% of portfolio
7,149
Q1 2025 New
$90.3B
$273 Million 0.05% of portfolio
628
Q1 2025 Added 7.35%
$31.2B
$252 Million 0.05% of portfolio
2,765
Q1 2025 New
$53.2B
$202 Million 0.04% of portfolio
3,423
Q1 2025 New
$0
$225 Million 0.04% of portfolio
1,195
Q1 2025 Reduced 0.25%
$140B
$219 Million 0.04% of portfolio
3,094
Q1 2025 New
Natwest Group PLC
-
$222 Million 0.04% of portfolio
-
Q1 2025 Reduced 40.9%
$4.68B
$245 Million 0.04% of portfolio
11,416
Q1 2025 Added 9.26%
$53.1B
$205 Million 0.04% of portfolio
1,878
Q1 2025 New
$0
$202 Million 0.04% of portfolio
1,825
Q1 2025 New
$134B
$241 Million 0.04% of portfolio
2,148
Q1 2025 Reduced 0.92%
$11.2B
$227 Million 0.04% of portfolio
15,962
Q1 2025 Added 9.12%
$5.6B
$228 Million 0.04% of portfolio
159
Q1 2025 New
$116B
$219 Million 0.04% of portfolio
451
Q1 2025 New
$0
$231 Million 0.04% of portfolio
1,907
Q3 2024 Added 0.53%
$53B
$224 Million 0.04% of portfolio
1,083
Q1 2025 New
$28.8B
$237 Million 0.04% of portfolio
1,106
Q1 2025 Added 9.61%
$0
$202 Million 0.04% of portfolio
4,062
Q1 2025 Reduced 66.5%
$1.16B
$226 Million 0.04% of portfolio
2,868
Q1 2025 New
$13B
$241 Million 0.04% of portfolio
8,494
Q1 2025 New
$8.24B
$205 Million 0.04% of portfolio
3,141
Q1 2025 New
$98.9B
$232 Million 0.04% of portfolio
2,528
Q1 2025 New
$0
$237 Million 0.04% of portfolio
3,598
Q1 2025 New
Lam Research Corp
-
$231 Million 0.04% of portfolio
-
Q1 2025 New
$33.8B
$200 Million 0.04% of portfolio
2,929
Q1 2025 Added 6.82%
$28.1B
$226 Million 0.04% of portfolio
1,253
Q1 2025 Reduced 11.07%
$144B
$227 Million 0.04% of portfolio
1,105
Q1 2025 Reduced 3.83%
$96.7B
$212 Million 0.04% of portfolio
646
Q1 2025 New
$0
$207 Million 0.04% of portfolio
2,238
Q1 2025 New
$32.9B
$233 Million 0.04% of portfolio
1,304
Q1 2025 Added 8.4%
$102B
$219 Million 0.04% of portfolio
1,567
Q1 2025 Added 0.58%
$0
$205 Million 0.04% of portfolio
4,125
Q1 2025 Reduced 2.0%
$53.2B
$239 Million 0.04% of portfolio
942
Q1 2025 Reduced 3.88%
$109B
$232 Million 0.04% of portfolio
952
Q1 2025 Reduced 3.64%

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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