Catalytic Wealth Ria, LLC Portfolio Holdings

Catalytic Wealth Ria, LLC

  • $500 Billion
  • Q1 2024

Catalytic Wealth Ria, LLC has filed its 13F form on May 10, 2024 for Q1 2024 where it was disclosed a total value porftolio of $500 Billion distributed in 272 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Salesforce, Inc. with a value of $79.4B, Microsoft Corp with a value of $29.8B, Apple Inc. with a value of $17.8B, Alphabet Inc. with a value of $17.1B, and Spdr S&P 500 ETF Trust with a value of $14.8B.

Examining the 13F form we can see an increase of $278B in the current position value, from $222B to 500B.

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 $500 Billion
ETFs: $170 Billion
Technology: $155 Billion
Communication Services: $34.3 Billion
Healthcare: $30.8 Billion
Financial Services: $26.8 Billion
Consumer Cyclical: $22.5 Billion
Industrials: $18.3 Billion
Real Estate: $14.2 Billion
Other: $23.6 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$234B
$79.4 Billion 15.89% of portfolio
263,669
Q1 2024 Added 2,981.69%
$3.09T
$29.8 Billion 5.96% of portfolio
70,837
Q1 2024 Added 289.69%
$3.09T
$17.8 Billion 3.57% of portfolio
103,925
Q1 2024 Added 43.31%
$1.06T
$17.1 Billion 3.43% of portfolio
112,427
Q1 2024 Added 823.88%
$0
$14.8 Billion 2.96% of portfolio
28,242
Q1 2024 Added 71.56%
$0
$9.22 Billion 1.84% of portfolio
50,477
Q1 2024 Added 51.07%
$1.8T
$8.16 Billion 1.63% of portfolio
45,223
Q1 2024 Added 170.12%
$0
$7.83 Billion 1.57% of portfolio
30,114
Q1 2024 Added 2,564.96%
$0
$7.72 Billion 1.54% of portfolio
127,045
Q1 2024 Added 9,903.54%
$1.03T
$7.59 Billion 1.52% of portfolio
50,299
Q1 2024 Added 40.93%
$2.73T
$7.22 Billion 1.44% of portfolio
7,985
Q1 2024 Added 8.18%
$0
$7.16 Billion 1.43% of portfolio
42,292
Q1 2024 Added 2.87%
$0
$6.74 Billion 1.35% of portfolio
79,770
Q1 2024 Added 603.44%
$48.1B
$6.51 Billion 1.3% of portfolio
22,456
Q1 2024 New
$0
$6.43 Billion 1.29% of portfolio
13,383
Q1 2024 Added 115.37%
$0
$6.23 Billion 1.25% of portfolio
51,493
Q1 2024 Added 14.1%
$0
$5.71 Billion 1.14% of portfolio
51,677
Q1 2024 Added 856.8%
$0
$5.38 Billion 1.08% of portfolio
48,686
Q1 2024 Reduced 2.46%
$0
$5.31 Billion 1.06% of portfolio
124,729
Q1 2024 Added 79.57%
$0
$4.86 Billion 0.97% of portfolio
45,681
Q1 2024 Added 9.28%
$0
$4.4 Billion 0.88% of portfolio
43,428
Q1 2024 Reduced 1.44%
$0
$4.37 Billion 0.88% of portfolio
28,044
Q1 2024 Added 0.57%
$445B
$4.24 Billion 0.85% of portfolio
15,209
Q1 2024 Added 33.16%
$463B
$4.23 Billion 0.85% of portfolio
8,542
Q1 2024 Added 41.92%
$0
$4.19 Billion 0.84% of portfolio
9,443
Q1 2024 Added 256.34%
$594B
$4.06 Billion 0.81% of portfolio
20,274
Q1 2024 Added 17.7%
$0
$3.66 Billion 0.73% of portfolio
60,566
Q1 2024 Added 4.29%
$1.05T
$3.46 Billion 0.69% of portfolio
7,131
Q1 2024 Added 24.34%
$0
$3.3 Billion 0.66% of portfolio
13,193
Q1 2024 Added 786.03%
$12.5B
$2.9 Billion 0.58% of portfolio
78,937
Q1 2024 New
$0
$2.73 Billion 0.55% of portfolio
34,104
Q1 2024 New
$318B
$2.7 Billion 0.54% of portfolio
17,126
Q1 2024 Added 8.83%
$0
$2.67 Billion 0.53% of portfolio
29,244
Q1 2024 New
$426B
$2.66 Billion 0.53% of portfolio
5,520
Q1 2024 Added 23.27%
$0
$2.6 Billion 0.52% of portfolio
12,375
Q1 2024 New
$779B
$2.59 Billion 0.52% of portfolio
3,324
Q1 2024 Added 36.85%
$383B
$2.49 Billion 0.5% of portfolio
15,772
Q1 2024 Added 25.6%
$0
$2.38 Billion 0.48% of portfolio
47,175
Q1 2024 Added 36.28%
$13.6B
$2.39 Billion 0.48% of portfolio
11,197
Q1 2024 New
$318B
$2.25 Billion 0.45% of portfolio
17,060
Q1 2024 Added 61.89%
$0
$2.18 Billion 0.44% of portfolio
4,150
Q1 2024 Added 36.07%
$120B
$2.19 Billion 0.44% of portfolio
23,287
Q1 2024 Added 9.81%
$178B
$2.16 Billion 0.43% of portfolio
35,824
Q1 2024 Added 303.2%
$223B
$2.15 Billion 0.43% of portfolio
3,703
Q1 2024 Added 89.51%
$539B
$2.12 Billion 0.43% of portfolio
5,053
Q1 2024 Added 14.4%
$0
$2.08 Billion 0.42% of portfolio
6,170
Q1 2024 Added 657.06%
$75.9B
$2.04 Billion 0.41% of portfolio
6,793
Q1 2024 New
$13.6B
$2.04 Billion 0.41% of portfolio
41,260
Q1 2024 Reduced 20.0%
$0
$2.04 Billion 0.41% of portfolio
19,878
Q1 2024 New

Summary

  • Portfolio
  • No. of Stocks 272
  • Current Value $500 Billion
  • Prior Value $222 Billion
  • Filing
  • Period Q1 2024
  • Filing Date May 10, 2024
  • Form Type 13F-HR
  • Activity in Q1 2024
  • New Purchases 67 stocks
  • Additional Purchases 157 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 34 stocks
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