Catalytic Wealth Ria, LLC Purchases in Q1 2025

Catalytic Wealth Ria, LLC

  • $545 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
Blackrock ETF Trust Ii
53.6K
New
N/A
53.6K $2.65B
TLT
Ishares Barclays 20+ Year Trea

ETFs
25.4K
New
$85.29 - $92.57 $2.17M - $2.35M
25.4K $2.32B
Arista Networks Inc
30.4K
+ 715.23%
N/A
34.7K $2.69B
Ishares Bitcoin Trust ETF
46.8K
New
N/A
46.8K $2.19B
VUSB
Vanguard Bd Index Fds
32.4K
New
N/A
32.4K $1.61B
GLD
Spdr Gold Trust

ETFs
2.95K
+ 144.56%
$243.19 - $288.14 $717K - $850K
4.99K $1.44B
WELL
Welltower Inc.

Real Estate
1.84K
+ 8.0%
$124.05 - $156.86 $228K - $289K
24.8K $3.81B
TMUS
T Mobile Us, Inc.

Communication Services
788
+ 6.2%
$211.3 - $272.83 $167K - $215K
13.5K $3.6B
BSV
Vanguard Bd Index Fd Inc Short

ETFs
8.75K
New
$76.94 - $78.28 $673K - $685K
8.75K $685M
VEA
Vanguard Ftse Developed Market

ETFs
10.6K
+ 30.88%
$47.4 - $52.99 $504K - $563K
45K $2.29B
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
5.82K
+ 96.56%
$100.32 - $100.76 $584K - $586K
11.8K $1.19B
AVIV
American Centy ETF Tr Avantis
9.08K
New
$51.51 - $58.54 $467K - $531K
9.08K $514M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
111
+ 1.97%
$442.66 - $534.52 $49.1K - $59.3K
5.75K $3.06B
CB
Chubb LTD

Financial Services
714
+ 6.68%
$257.71 - $301.99 $184K - $216K
11.4K $3.44B
AMT
American Tower Corp

Real Estate
674
+ 6.8%
$173.46 - $217.6 $117K - $147K
10.6K $2.3B
IGEB
Ishares Tr Edge Invt Grade Enh

ETFs
10.6K
New
$43.76 - $45.31 $464K - $481K
10.6K $478M
MGC
Vanguard Mega Cap ETF

ETFs
2.35K
New
$199.2 - $222.69 $468K - $523K
2.35K $473M
CVX
Chevron Corp

Energy
169
+ 0.93%
$146.71 - $167.97 $24.8K - $28.4K
18.4K $3.07B
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
21.5K
New
$18.36 - $20.51 $395K - $441K
21.5K $425M
AMAT
Applied Materials Inc

Technology
2.93K
New
$145.06 - $195.51 $425K - $573K
2.93K $425M
SCHP
Schwab Strategic Us Tips ETF

ETFs
15.7K
New
$25.69 - $26.89 $404K - $423K
15.7K $423M
VGIT
Vanguard Intermediate Term Tre

ETFs
7.1K
New
$57.44 - $59.4 $408K - $421K
7.1K $421M
MCO
Moodys Corp

Financial Services
903
New
$437.8 - $527.48 $395K - $476K
903 $421M
META
Meta Platforms, Inc.

Communication Services
862
+ 9.67%
$576.36 - $736.67 $497K - $635K
9.78K $5.64B
MDT
Medtronic PLC

Healthcare
1.69K
+ 6.47%
$79.84 - $94.5 $135K - $160K
27.8K $2.5B
VNQ
Vanguard Specialized Funds Van

ETFs
4.24K
+ 22.31%
$85.55 - $94.34 $363K - $400K
23.3K $2.11B
FALN
Ishares Tr Fallen Angels Usd B

ETFs
15.4K
New
$26.64 - $27.14 $410K - $417K
15.4K $412M
SLQD
Ishares 0 5 Year Investment Gr

ETFs
7.89K
+ 98.15%
$49.6 - $50.28 $391K - $397K
15.9K $801M
JPM
Jpmorgan Chase & CO

Financial Services
834
+ 2.72%
$225.19 - $279.95 $188K - $233K
31.5K $7.73B
CCL
Carnival Corp

Consumer Cyclical
19.1K
New
$19.08 - $28.49 $365K - $545K
19.1K $374M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
7.18K
+ 25.19%
$42.5 - $46.71 $305K - $336K
35.7K $1.62B
Ishares Ethereum Tr
22.8K
New
N/A
22.8K $315M
USIG
Ishares Tr Broad Usd Inbd Etfv

ETFs
6.03K
+ 86.61%
$49.67 - $51.43 $300K - $310K
13K $664M
ABBV
Abb Vie Inc.

Healthcare
397
+ 5.48%
$169.2 - $216.66 $67.2K - $86K
7.64K $1.6B
FLOT
Ishares Tr Fltg Rate Nt ETF

ETFs
6.02K
New
$50.87 - $51.09 $306K - $307K
6.02K $307M
CCI
Crown Castle International Corp

Real Estate
1.48K
+ 13.41%
$84.33 - $106.39 $125K - $157K
12.5K $1.3B
UBER
Uber Technologies, Inc

Technology
4.12K
New
$63.17 - $81.49 $260K - $336K
4.12K $300M
AMGN
Amgen Inc

Healthcare
209
+ 4.68%
$258.59 - $327.36 $54K - $68.4K
4.67K $1.46B
VGLT
Vanguard Long Term Treasury Et

ETFs
4.65K
New
$53.99 - $58.43 $251K - $271K
4.65K $268M
SBAC
Sba Communications Corp

Real Estate
1.21K
New
$192.76 - $224.91 $232K - $271K
1.21K $265M
HSY
Hershey CO

Consumer Defensive
1.54K
New
$144.74 - $186.36 $223K - $288K
1.54K $264M
ESGD
Ishares Trust Ishares Esg Awar

ETFs
1.1K
+ 3.7%
$75.32 - $84.77 $82.9K - $93.2K
30.8K $2.52B
ECL
Ecolab Inc.

Basic Materials
1K
New
$229.72 - $269.82 $230K - $270K
1K $254M
DELL
Dell Technologies Inc.

Technology
2.77K
New
$90.34 - $124.66 $250K - $345K
2.77K $252M
ESGE
Ishares, Inc. Ishares Esg Awar

ETFs
7.15K
New
$32.74 - $36.2 $234K - $259K
7.15K $250M
IBM
International Business Machines Corp

Technology
993
New
$217.4 - $264.74 $216K - $263K
993 $247M
SNN
Smith & Nephew PLC

Healthcare
8.49K
New
$23.89 - $30.34 $203K - $258K
8.49K $241M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
3.6K
New
$64.88 - $72.1 $233K - $259K
3.6K $237M
RTX
Raytheon Technologies Corp

Industrials
47
+ 0.34%
$114.1 - $135.66 $5.36K - $6.38K
13.7K $1.81B
Activity Summary
Buys All Purchases 182 New Holdings 41 Increased Positions 141 Sells All Sells 101 Reductions 101 Sold out 0 Options Calls 0 Puts 0
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