Catalytic Wealth Ria, LLC Incresed Positions in Q4 2024

Catalytic Wealth Ria, LLC

  • $569 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
GOOG
Alphabet Inc.

Communication Services
161
+ 0.16%
$163.08 - $198.16 $26.3K - $31.9K
101K $19.2B
CB
Chubb LTD

Financial Services
8.19K
+ 329.47%
$271.57 - $301.89 $2.23M - $2.47M
10.7K $2.95B
META
Meta Platforms, Inc.

Communication Services
2.07K
+ 30.27%
$554.08 - $632.68 $1.15M - $1.31M
8.92K $5.22B
JPM
Jpmorgan Chase & CO

Financial Services
1.48K
+ 5.08%
$205.18 - $250.29 $304K - $371K
30.7K $7.36B
GS
Goldman Sachs Group Inc

Financial Services
1.13K
+ 22.3%
$486.1 - $608.57 $548K - $686K
6.18K $3.54B
WELL
Welltower Inc.

Real Estate
7.64K
+ 49.67%
$123.11 - $139.3 $940K - $1.06M
23K $2.9B
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
1.41K
+ 9.84%
$521.84 - $558.82 $738K - $790K
15.8K $8.5B
VUG
Vanguard Growth ETF

ETFs
1.02K
+ 5.6%
$378.79 - $428.11 $388K - $438K
19.3K $7.93B
QQQ
Invesco Qqq Trust, Series 1

ETFs
950
+ 9.46%
$481.22 - $538.17 $457K - $511K
11K $5.62B
MA
Mastercard Inc

Financial Services
829
+ 11.87%
$491.3 - $536.15 $407K - $444K
7.81K $4.11B
TSLA
Tesla, Inc.

Consumer Cyclical
104
+ 2.84%
$213.65 - $479.86 $22.2K - $49.9K
3.76K $1.52B
AMT
American Tower Corp

Real Estate
4.43K
+ 80.67%
$179.4 - $232.01 $794K - $1.03M
9.92K $1.82B
DLR
Digital Realty Trust, Inc.

Real Estate
2.38K
+ 35.95%
$156.46 - $195.69 $373K - $466K
9K $1.6B
TMUS
T Mobile Us, Inc.

Communication Services
1.59K
+ 14.33%
$206.1 - $246.94 $328K - $393K
12.7K $2.8B
VGT
Vanguard Information Technolog

ETFs
591
+ 27.93%
$571.78 - $647.97 $338K - $383K
2.71K $1.68B
MSI
Motorola Solutions, Inc.

Technology
824
+ 54.82%
$449.08 - $504.6 $370K - $416K
2.33K $1.08B
SUI
Sun Communities Inc

Real Estate
3.14K
+ 105.65%
$119.89 - $139.05 $376K - $437K
6.11K $752M
MRK
Merck & Co., Inc.

Healthcare
6.28K
+ 29.28%
$96.31 - $114.76 $605K - $721K
27.7K $2.76B
VO
Vanguard Mid Cap ETF

ETFs
1.2K
+ 9.38%
$261.5 - $284.63 $314K - $342K
14K $3.7B
WY
Weyerhaeuser CO

Real Estate
13.3K
+ 141.15%
$27.21 - $33.7 $361K - $447K
22.7K $638M
IWF
Ishares Russell 1000 Gr ETF

ETFs
283
+ 4.28%
$370.24 - $418.94 $105K - $119K
6.9K $2.77B
QCOM
Qualcomm Inc

Technology
2.67K
+ 34.71%
$150.4 - $178.04 $402K - $476K
10.4K $1.59B
NOW
Service Now, Inc.

Technology
21
+ 1.56%
$867.18 - $1148.42 $18.2K - $24.1K
1.37K $1.45B
VB
Vanguard Small Cap ETF

ETFs
925
+ 13.26%
$233.76 - $261.58 $216K - $242K
7.9K $1.9B
CWS
Advisorshares Tr Advisorshares

ETFs
4.48K
+ 31.47%
$64.77 - $71.56 $290K - $320K
18.7K $1.21B
PEP
Pepsico Inc

Consumer Defensive
3.08K
+ 23.31%
$151.29 - $176.1 $467K - $543K
16.3K $2.48B
PLTR
Palantir Technologies Inc.

Technology
74
+ 1.27%
$36.46 - $82.38 $2.7K - $6.1K
5.89K $445M
SPG
Simon Property Group Inc

Real Estate
1.2K
+ 19.29%
$167.23 - $183.84 $200K - $220K
7.41K $1.28B
NFLX
Netflix Inc

Communication Services
112
+ 16.33%
$687.65 - $936.56 $77K - $105K
798 $711M
XOM
Exxon Mobil Corp

Energy
2.34K
+ 63.74%
$105.51 - $125.37 $247K - $293K
6.01K $647M
AVLV
American Centy ETF Tr Avantis
2.93K
+ 39.17%
$65.51 - $71.22 $192K - $209K
10.4K $695M
CVX
Chevron Corp

Energy
1.59K
+ 9.55%
$141.15 - $162.53 $224K - $258K
18.2K $2.64B
OHI
Omega Healthcare Investors Inc

Real Estate
5.24K
+ 83.97%
$37.51 - $42.56 $197K - $223K
11.5K $435M
CCI
Crown Castle International Corp

Real Estate
4.06K
+ 58.34%
$89.78 - $119.11 $365K - $484K
11K $1B
INVH
Invitation Homes Inc.

Real Estate
7.09K
+ 43.61%
$31.4 - $34.69 $223K - $246K
23.3K $746M
HON
Honeywell International Inc

Industrials
153
+ 2.13%
$202.84 - $236.0 $31K - $36.1K
7.32K $1.65B
Smurfit Westrock PLC
2K
+ 19.01%
N/A
12.5K $674M
ESS
Essex Property Trust, Inc.

Real Estate
545
+ 23.8%
N/A
2.84K $809M
Healthcare Rlty Tr
7.57K
+ 50.16%
N/A
22.7K $384M
MDT
Medtronic PLC

Healthcare
4.15K
+ 18.84%
$79.61 - $92.24 $330K - $382K
26.1K $2.09B
VBK
Vanguard Small Cap Growth ETF

ETFs
23
+ 0.3%
$264.18 - $304.19 $6.08K - $7K
7.79K $2.18B
VOT
Vanguard Mid Cap Growth Index

ETFs
60
+ 0.7%
$241.48 - $274.89 $14.5K - $16.5K
8.65K $2.2B
PANW
Palo Alto Networks Inc

Technology
2K
+ 121.88%
$181.96 - $405.9 $364K - $812K
3.64K $663M
PWR
Quanta Services, Inc.

Industrials
245
+ 33.33%
$296.05 - $346.6 $72.5K - $84.9K
980 $310M
C
Citigroup Inc

Financial Services
264
+ 3.01%
$61.31 - $72.5 $16.2K - $19.1K
9.03K $636M
HIW
Highwoods Properties, Inc.

Real Estate
2.98K
+ 47.27%
$29.37 - $36.37 $87.6K - $108K
9.29K $284M
DIS
Walt Disney CO

Communication Services
214
+ 7.86%
$92.39 - $117.6 $19.8K - $25.2K
2.94K $327M
EMR
Emerson Electric CO

Industrials
74
+ 2.09%
$108.13 - $134.33 $8K - $9.94K
3.61K $448M
IVV
Ishares Core S&P 500 ETF

ETFs
10
+ 0.22%
$570.51 - $610.59 $5.71K - $6.11K
4.62K $2.72B
Activity Summary
Buys All Purchases 130 New Holdings 28 Increased Positions 102 Sells All Sells 140 Reductions 140 Sold out 0 Options Calls 0 Puts 0
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