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
SO
Southern CO

Utilities
2.53K
New
$80.96 - $92.96 $205K - $235K
2.53K $232M
Lam Research Corp
3.17K
New
N/A
3.17K $231M
ORLY
O Reilly Automotive Inc

Consumer Cyclical
159
New
$1187.71 - $1432.58 $189K - $228K
159 $228M
SAFT
Safety Insurance Group Inc

Financial Services
2.87K
New
$75.27 - $82.53 $216K - $237K
2.87K $226M
ALL
Allstate Corp

Financial Services
1.08K
New
$180.99 - $210.18 $196K - $228K
1.08K $224M
NEE
Nextera Energy Inc

Utilities
3.09K
New
$66.96 - $76.16 $207K - $236K
3.09K $219M
VRTX
Vertex Pharmaceuticals Inc

Healthcare
451
New
$402.49 - $513.76 $182K - $232K
451 $219M
CI
Cigna Corp

Healthcare
646
New
$274.49 - $329.0 $177K - $213K
646 $212M
LQDH
Ishares U S ETF Tr Int Rate He

ETFs
2.24K
New
$92.03 - $93.95 $206K - $210K
2.24K $207M
TJX
Tjx Companies Inc

Consumer Cyclical
1.45K
+ 4.9%
$112.81 - $126.16 $164K - $183K
31.1K $3.79B
AOS
Smith A O Corp

Industrials
3.14K
New
$65.16 - $72.69 $205K - $228K
3.14K $205M
AEP
American Electric Power CO Inc

Utilities
1.88K
New
$90.32 - $109.27 $170K - $205K
1.88K $205M
IAU
Ishares Gold Trust

ETFs
3.42K
New
$49.74 - $58.96 $170K - $202K
3.42K $202M
SHV
Ishares Tr

ETFs
1.83K
New
$110.11 - $110.51 $201K - $202K
1.83K $202M
JNJ
Johnson & Johnson

Healthcare
29
+ 0.32%
$142.06 - $167.7 $4.12K - $4.86K
9.1K $1.51B
PUK
Prudential PLC

Financial Services
953
+ 3.1%
$14.54 - $21.92 $13.9K - $20.9K
31.7K $682M
XOM
Exxon Mobil Corp

Energy
947
+ 15.75%
$105.44 - $118.93 $99.9K - $113K
6.96K $828M
CVS
Cvs Health Corp

Healthcare
152
+ 2.31%
$44.22 - $68.64 $6.72K - $10.4K
6.74K $457M
QCOM
Qualcomm Inc

Technology
1.03K
+ 9.92%
$151.94 - $175.86 $156K - $181K
11.4K $1.75B
KO
Coca Cola CO

Consumer Defensive
643
+ 5.65%
$60.81 - $72.32 $39.1K - $46.5K
12K $861M
BUD
Anheuser Busch In Bev Sa

Consumer Defensive
496
+ 4.72%
$46.15 - $63.53 $22.9K - $31.5K
11K $677M
Gsk PLC
2.03K
+ 14.48%
N/A
16K $621M
INVH
Invitation Homes Inc.

Real Estate
2.29K
+ 9.81%
$30.28 - $34.85 $69.3K - $79.7K
25.6K $893M
VTV
Vanguard Value ETF

ETFs
559
+ 4.06%
$167.73 - $179.21 $93.8K - $100K
14.3K $2.47B
VICI
Vici Properties Inc.

Real Estate
2.15K
+ 10.08%
$28.21 - $32.68 $60.8K - $70.4K
23.5K $768M
PEP
Pepsico Inc

Consumer Defensive
1.16K
+ 7.13%
$142.64 - $156.42 $166K - $182K
17.5K $2.62B
IGLB
Ishares 10+ Year Investment Gr

ETFs
2.69K
+ 57.17%
$48.32 - $51.22 $130K - $138K
7.39K $371M
PLD
Prologis, Inc.

Real Estate
475
+ 3.41%
$103.59 - $124.04 $49.2K - $58.9K
14.4K $1.61B
BP
Bp PLC

Energy
972
+ 3.98%
$29.93 - $35.31 $29.1K - $34.3K
25.4K $858M
CSCO
Cisco Systems, Inc.

Technology
519
+ 1.34%
$58.74 - $64.87 $30.5K - $33.7K
39.2K $2.42B
SUI
Sun Communities Inc

Real Estate
645
+ 10.55%
$120.53 - $136.43 $77.7K - $88K
6.76K $869M
ROP
Roper Technologies Inc

Industrials
90
+ 10.42%
$502.71 - $593.81 $45.2K - $53.4K
954 $562M
WM
Waste Management Inc

Industrials
171
+ 7.42%
$200.54 - $233.78 $34.3K - $40K
2.48K $573M
IUSB
Ishares Core Total Usd Bond Ma

ETFs
2.18K
+ 43.81%
$44.72 - $46.25 $97.5K - $101K
7.16K $330M
MDLZ
Mondelez International, Inc.

Consumer Defensive
300
+ 2.93%
$56.12 - $68.15 $16.8K - $20.4K
10.6K $716M
WY
Weyerhaeuser CO

Real Estate
2.56K
+ 11.3%
$27.29 - $31.39 $69.9K - $80.4K
25.2K $739M
PG
Procter & Gamble CO

Consumer Defensive
394
+ 4.85%
$158.56 - $176.26 $62.5K - $69.4K
8.52K $1.45B
AMH
American Homes 4 Rent

Real Estate
1.49K
+ 1.75%
$34.43 - $37.81 $51.3K - $56.3K
86.5K $3.27B
PPL
Ppl Corp

Utilities
1.02K
+ 7.46%
$31.68 - $36.11 $32.4K - $36.9K
14.7K $532M
PLTR
Palantir Technologies Inc.

Technology
361
+ 6.13%
$64.98 - $124.62 $23.5K - $45K
6.25K $528M
KMI
Kinder Morgan, Inc.

Energy
724
+ 1.41%
$26.1 - $31.22 $18.9K - $22.6K
52.2K $1.49B
ING
Ing Groep Nv

Financial Services
31
+ 0.16%
$15.51 - $20.74 $481 - $643
19.5K $381M
DE
Deere & CO

Industrials
39
+ 3.31%
$408.57 - $509.27 $15.9K - $19.9K
1.22K $572M
VZ
Verizon Communications Inc

Communication Services
906
+ 16.95%
$37.81 - $46.49 $34.3K - $42.1K
6.25K $284M
DPZ
Dominos Pizza Inc

Consumer Cyclical
84
+ 11.35%
$402.33 - $489.71 $33.8K - $41.1K
824 $379M
PSA
Public Storage

Real Estate
234
+ 0.96%
$288.99 - $313.98 $67.6K - $73.5K
24.5K $7.33B
TXN
Texas Instruments Inc

Technology
856
+ 7.64%
N/A
12.1K $2.17B
SPHQ
Invesco Exchange Traded Fd Tr

ETFs
1.6K
+ 2.62%
$65.27 - $71.18 $105K - $114K
62.8K $4.17B
PHG
Koninklijke Philips Nv

Healthcare
2.44K
+ 12.92%
$24.92 - $28.61 $60.8K - $69.8K
21.3K $542M
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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