Catalytic Wealth Ria, LLC Incresed Positions in Q1 2025

Catalytic Wealth Ria, LLC

  • $545 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
Arista Networks Inc
30.4K
+ 715.23%
N/A
34.7K $2.69B
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
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
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
CVX
Chevron Corp

Energy
169
+ 0.93%
$146.71 - $167.97 $24.8K - $28.4K
18.4K $3.07B
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
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
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
7.18K
+ 25.19%
$42.5 - $46.71 $305K - $336K
35.7K $1.62B
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
CCI
Crown Castle International Corp

Real Estate
1.48K
+ 13.41%
$84.33 - $106.39 $125K - $157K
12.5K $1.3B
AMGN
Amgen Inc

Healthcare
209
+ 4.68%
$258.59 - $327.36 $54K - $68.4K
4.67K $1.46B
ESGD
Ishares Trust Ishares Esg Awar

ETFs
1.1K
+ 3.7%
$75.32 - $84.77 $82.9K - $93.2K
30.8K $2.52B
RTX
Raytheon Technologies Corp

Industrials
47
+ 0.34%
$114.1 - $135.66 $5.36K - $6.38K
13.7K $1.81B
TJX
Tjx Companies Inc

Consumer Cyclical
1.45K
+ 4.9%
$112.81 - $126.16 $164K - $183K
31.1K $3.79B
SNY
Sanofi

Healthcare
2.3K
+ 21.4%
$48.15 - $59.42 $111K - $137K
13.1K $724M
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
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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