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
TER
Teradyne, Inc

Technology
656
+ 12.65%
$67.96 - $91.05 $44.6K - $59.7K
5.84K $525M
PHG
Koninklijke Philips Nv

Healthcare
5.29K
+ 24.82%
$21.67 - $25.64 $115K - $136K
26.6K $638M
GDDY
Go Daddy Inc.

Technology
531
+ 42.38%
$162.11 - $192.36 $86.1K - $102K
1.78K $321M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
1.91K
+ 8.9%
$17.76 - $22.1 $34K - $42.3K
23.4K $518M
SLQD
Ishares 0 5 Year Investment Gr

ETFs
1.67K
+ 10.48%
$49.79 - $50.59 $83.1K - $84.4K
17.6K $890M
SUI
Sun Communities Inc

Real Estate
813
+ 12.03%
$114.62 - $132.25 $93.2K - $108K
7.57K $958M
XLF
Financial Sector Spdr

ETFs
1.47K
+ 35.59%
$43.92 - $52.37 $64.5K - $76.9K
5.59K $293M
ING
Ing Groep Nv

Financial Services
1.83K
+ 9.39%
$16.62 - $21.98 $30.4K - $40.2K
21.3K $466M
WY
Weyerhaeuser CO

Real Estate
6.63K
+ 26.25%
$24.69 - $29.48 $164K - $195K
31.9K $819M
RELX
Relx PLC

Communication Services
659
+ 7.31%
$45.31 - $55.66 $29.9K - $36.7K
9.67K $525M
ALLE
Allegion PLC

Industrials
204
+ 8.16%
$118.52 - $145.64 $24.2K - $29.7K
2.71K $390M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
2.86K
+ 28.49%
$24.32 - $27.87 $69.5K - $79.7K
12.9K $342M
AOS
Smith A O Corp

Industrials
852
+ 27.13%
$59.63 - $70.52 $50.8K - $60.1K
3.99K $262M
Natwest Group PLC
988
+ 5.3%
N/A
19.6K $278M
UPS
United Parcel Service Inc

Industrials
1.31K
+ 15.24%
$91.92 - $110.2 $121K - $145K
9.94K $1B
OPEN
Opendoor Technologies Inc.

Real Estate
102K
New
$0.51 - $1.09 $52.1K - $111K
102K $54.4M
IGEB
Ishares Tr Edge Invt Grade Enh

ETFs
1.1K
+ 10.32%
$43.65 - $45.44 $47.8K - $49.8K
11.7K $532M
USIG
Ishares Tr Broad Usd Inbd Etfv

ETFs
965
+ 7.42%
$49.73 - $51.44 $48K - $49.6K
14K $718M
BYND
Beyond Meat, Inc.

Consumer Defensive
13.9K
New
$2.28 - $3.49 $31.7K - $48.6K
13.9K $48.6M
AVUV
American Centy ETF Tr Avantis

ETFs
312
+ 6.91%
$75.17 - $91.21 $23.5K - $28.5K
4.83K $440M
INVH
Invitation Homes Inc.

Real Estate
3.01K
+ 11.73%
$30.53 - $35.47 $91.7K - $107K
28.6K $939M
HPP
Hudson Pacific Properties, Inc.

Real Estate
15.9K
New
$1.86 - $3.08 $29.6K - $49K
15.9K $43.6M
VCLT
Vanguard Lg Trm Corp Bd ETF

ETFs
560
+ 12.53%
$72.12 - $76.23 $40.4K - $42.7K
5.03K $382M
ESGE
Ishares, Inc. Ishares Esg Awar

ETFs
222
+ 3.11%
$30.87 - $39.17 $6.85K - $8.7K
7.37K $289M
ESS
Essex Property Trust, Inc.

Real Estate
327
+ 13.46%
N/A
2.76K $781M
HYG
Ishares Tr

ETFs
272
+ 4.38%
$75.75 - $80.65 $20.6K - $21.9K
6.48K $522M
HIW
Highwoods Properties, Inc.

Real Estate
489
+ 4.17%
$25.31 - $31.85 $12.4K - $15.6K
12.2K $379M
AZN
Astrazeneca PLC

Healthcare
1.94K
+ 6.68%
$64.87 - $75.0 $126K - $145K
30.9K $2.16B
HONE
Harbor One Bancorp, Inc.

Financial Services
992
+ 7.72%
$9.06 - $11.79 $8.99K - $11.7K
13.8K $162M
IUSB
Ishares Core Total Usd Bond Ma

ETFs
467
+ 6.52%
$45.12 - $46.23 $21.1K - $21.6K
7.63K $353M
SHV
Ishares Tr

ETFs
203
+ 11.12%
$110.06 - $110.46 $22.3K - $22.4K
2.03K $224M
UDR
Udr, Inc.

Real Estate
1.51K
+ 14.99%
$38.09 - $45.36 $57.4K - $68.4K
11.6K $472M
PPL
Ppl Corp

Utilities
1.35K
+ 9.14%
$33.45 - $36.5 $45K - $49.1K
16.1K $545M
Gsk PLC
136
+ 0.85%
N/A
16.2K $621M
PSA
Public Storage

Real Estate
489
+ 2.0%
$266.31 - $309.77 $130K - $151K
25K $7.33B
SHEL
Shell PLC

Energy
128
+ 3.79%
$59.75 - $73.05 $7.65K - $9.35K
3.51K $247M
Healthcare Rlty Tr
1.43K
+ 5.81%
N/A
26.1K $414M
SNY
Sanofi

Healthcare
1.54K
+ 11.81%
$47.62 - $55.44 $73.5K - $85.5K
14.6K $705M
TMUS
T Mobile Us, Inc.

Communication Services
1.51K
+ 11.22%
$220.99 - $268.54 $335K - $407K
15K $3.58B
BP
Bp PLC

Energy
1.89K
+ 7.43%
$26.11 - $33.81 $49.2K - $63.8K
27.3K $817M
COLD
Americold Realty Trust

Real Estate
679
+ 5.95%
$16.31 - $21.47 $11.1K - $14.6K
12.1K $201M
TECH
Bio Techne Corp

Healthcare
284
+ 2.52%
$46.66 - $58.38 $13.3K - $16.6K
11.5K $593M
BMY
Bristol Myers Squibb CO

Healthcare
980
+ 12.09%
$44.12 - $59.6 $43.2K - $58.4K
9.09K $421M
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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