Catalytic Wealth Ria, LLC Purchases in Q2 2025

Catalytic Wealth Ria, LLC

  • $1.22 Trillion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
IDXX
Idexx Laboratories Inc

Healthcare
964
New
$361.04 - $536.34 $348K - $517K
964 $517M
EMR
Emerson Electric CO

Industrials
3.23K
+ 88.26%
$94.15 - $133.33 $304K - $430K
6.88K $917M
CSX
Csx Corp

Industrials
14.4K
+ 106.19%
$26.69 - $32.91 $385K - $475K
28K $914M
PCOR
Procore Technologies, Inc.

Technology
7.5K
New
$56.26 - $72.4 $422K - $543K
7.5K $513M
VEEV
Veeva Systems Inc

Healthcare
1.77K
New
$209.39 - $289.94 $371K - $513K
1.77K $510M
MSI
Motorola Solutions, Inc.

Technology
1.3K
+ 56.12%
$394.72 - $440.39 $514K - $574K
3.63K $1.52B
HWM
Howmet Aerospace Inc.

Industrials
2.73K
New
$112.33 - $186.13 $306K - $507K
2.73K $507M
CTSH
Cognizant Technology Solutions Corp

Technology
6.47K
New
$66.47 - $81.81 $430K - $529K
6.47K $505M
NOC
Northrop Grumman Corp

Industrials
992
New
$456.3 - $540.39 $453K - $536K
992 $496M
XLK
Technology Sector Spdr

ETFs
1.17K
+ 27.49%
$179.73 - $253.23 $210K - $297K
5.43K $1.38B
IAU
Ishares Gold Trust

ETFs
7.62K
+ 222.73%
$56.1 - $64.74 $428K - $494K
11K $689M
TRV
Travelers Companies, Inc.

Financial Services
1.82K
New
$233.83 - $276.34 $425K - $502K
1.82K $486M
CARR
Carrier Global Corp

Industrials
5.58K
+ 70.97%
$55.55 - $75.83 $310K - $423K
13.4K $984M
AFRM
Affirm Holdings, Inc.

Technology
7.01K
New
$35.75 - $69.14 $251K - $485K
7.01K $485M
GM
General Motors CO

Consumer Cyclical
9.76K
New
$42.48 - $50.46 $414K - $492K
9.76K $480M
CME
Cme Group Inc.

Financial Services
1.71K
New
$252.37 - $290.71 $432K - $497K
1.71K $472M
CI
Cigna Corp

Healthcare
1.41K
+ 218.89%
$301.89 - $340.04 $427K - $481K
2.06K $681M
MNST
Monster Beverage Corp

Consumer Defensive
7.47K
New
$55.01 - $64.24 $411K - $480K
7.47K $468M
AMP
Ameriprise Financial Inc

Financial Services
870
New
$422.19 - $533.73 $367K - $464K
870 $464M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
7
+ 0.01%
$51.16 - $62.02 $358 - $434
126K $7.82B
KR
Kroger CO

Consumer Defensive
6.42K
New
$64.62 - $74.0 $415K - $475K
6.42K $461M
TRMB
Trimble Inc.

Technology
6.06K
New
$55.12 - $75.98 $334K - $460K
6.06K $460M
DRI
Darden Restaurants Inc

Consumer Cyclical
2.06K
New
$186.58 - $225.78 $384K - $464K
2.06K $448M
UL
Unilever PLC

Consumer Defensive
7.32K
New
$57.9 - $65.43 $424K - $479K
7.32K $448M
LEN
Lennar Corp

Consumer Cyclical
4.04K
New
$102.76 - $115.66 $415K - $467K
4.04K $447M
NSC
Norfolk Southern Corp

Industrials
1.53K
+ 52.45%
$206.34 - $257.46 $315K - $393K
4.44K $1.14B
ARE
Alexandria Real Estate Equities, Inc.

Real Estate
6.12K
New
$67.83 - $92.33 $415K - $565K
6.12K $444M
AIG
American International Group, Inc.

Financial Services
5.18K
New
$77.56 - $87.72 $401K - $454K
5.18K $443M
IWD
Ishares Russell 1000 Val ETF

ETFs
2.24K
+ 187.7%
$166.82 - $194.23 $374K - $436K
3.44K $668M
SONY
Sony Group Corp

Technology
16.9K
New
$21.24 - $26.88 $359K - $455K
16.9K $440M
IEFA
Ishares Tr

ETFs
4.77K
+ 96.81%
$67.83 - $84.09 $324K - $401K
9.7K $810M
COIN
Coinbase Global, Inc.

Technology
1.24K
New
$151.47 - $375.07 $188K - $465K
1.24K $435M
VT
Vanguard Total World Stk Index

ETFs
917
+ 3.66%
$103.16 - $128.52 $94.6K - $118K
26K $3.34B
WELL
Welltower Inc.

Real Estate
2.73K
+ 10.98%
$136.49 - $155.22 $372K - $423K
27.6K $4.24B
USMV
Ishares Msci Usa Min Vol Facto

ETFs
4.54K
New
$85.42 - $94.39 $388K - $428K
4.54K $426M
MDT
Medtronic PLC

Healthcare
5.73K
+ 20.6%
$80.68 - $88.86 $463K - $510K
33.6K $2.93B
WDAY
Workday, Inc.

Technology
1.76K
New
$210.47 - $274.71 $371K - $484K
1.76K $423M
FTNT
Fortinet, Inc.

Technology
3.74K
+ 130.09%
$84.71 - $108.69 $317K - $407K
6.62K $699M
IGV
Ishares Expanded Tech Software

ETFs
3.86K
New
$80.15 - $109.5 $309K - $422K
3.86K $422M
WM
Waste Management Inc

Industrials
1.87K
+ 75.61%
$216.47 - $242.1 $405K - $453K
4.35K $995M
TWLO
Twilio Inc

Communication Services
3.39K
New
$81.34 - $124.36 $275K - $421K
3.39K $421M
MKC
Mccormick & CO Inc

Consumer Defensive
5.54K
New
$71.11 - $82.25 $394K - $456K
5.54K $420M
JCI
Johnson Controls International PLC

Industrials
3.95K
New
$71.14 - $105.62 $281K - $417K
3.95K $417M
WIX
Wix.Com Ltd.

Technology
2.63K
New
$146.5 - $189.61 $385K - $499K
2.63K $417M
MO
Altria Group, Inc.

Consumer Defensive
6.99K
New
$55.56 - $60.91 $388K - $426K
6.99K $410M
EBAY
Ebay Inc

Consumer Cyclical
5.49K
New
$59.52 - $79.36 $327K - $436K
5.49K $409M
DHI
Horton D R Inc

Consumer Cyclical
3.17K
New
$115.1 - $129.63 $365K - $411K
3.17K $408M
RCL
Royal Caribbean Cruises LTD

Consumer Cyclical
1.29K
New
$177.93 - $313.14 $229K - $403K
1.29K $403M
ON
On Semiconductor Corp

Technology
7.65K
New
$31.95 - $54.21 $244K - $414K
7.65K $401M
Activity Summary
Buys All Purchases 444 New Holdings 231 Increased Positions 213 Sells All Sells 73 Reductions 73 Sold out 0 Options Calls 0 Puts 0
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