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
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
HIW
Highwoods Properties, Inc.

Real Estate
2.43K
+ 26.15%
$27.69 - $30.78 $67.3K - $74.8K
11.7K $347M
UDR
Udr, Inc.

Real Estate
963
+ 10.6%
$40.09 - $46.04 $38.6K - $44.3K
10.1K $454M
Listed Fd Tr
2.36K
+ 41.12%
N/A
8.11K $372M
OHI
Omega Healthcare Investors Inc

Real Estate
1.47K
+ 12.77%
$35.7 - $38.33 $52.4K - $56.2K
13K $493M
ELV
Elevance Health, Inc.

Healthcare
43
+ 7.35%
$365.9 - $436.25 $15.7K - $18.8K
628 $273M
SPG
Simon Property Group Inc

Real Estate
603
+ 8.14%
$159.48 - $187.78 $96.2K - $113K
8.01K $1.33B
ADP
Automatic Data Processing Inc

Industrials
46
+ 1.76%
$286.85 - $318.64 $13.2K - $14.7K
2.66K $812M
CWS
Advisorshares Tr Advisorshares

ETFs
491
+ 2.63%
$63.1 - $68.75 $31K - $33.8K
19.2K $1.26B
SHW
Sherwin Williams CO

Basic Materials
91
+ 6.39%
$330.16 - $365.55 $30K - $33.3K
1.51K $529M
UNP
Union Pacific Corp

Industrials
119
+ 6.04%
$225.21 - $254.42 $26.8K - $30.3K
2.09K $494M
SCHW
Schwab Charles Corp

Financial Services
286
+ 5.81%
$71.24 - $83.64 $20.4K - $23.9K
5.21K $408M
LHX
L3 Harris Technologies, Inc.

Industrials
195
+ 16.93%
$194.65 - $222.86 $38K - $43.5K
1.35K $282M
VOT
Vanguard Mid Cap Growth Index

ETFs
479
+ 5.54%
$237.72 - $276.98 $114K - $133K
9.13K $2.23B
NSC
Norfolk Southern Corp

Industrials
132
+ 4.75%
$227.69 - $259.76 $30.1K - $34.3K
2.91K $690M
O
Realty Income Corp

Real Estate
20
+ 0.25%
$51.67 - $58.49 $1.03K - $1.17K
7.86K $456M
NUE
Nucor Corp

Basic Materials
181
+ 5.3%
$114.48 - $142.52 $20.7K - $25.8K
3.6K $433M
SYK
Stryker Corp

Healthcare
62
+ 7.29%
$355.18 - $399.9 $22K - $24.8K
912 $339M
IBMP
Ishares Tr Ibonds December 202

ETFs
1.13K
+ 3.67%
$25.1 - $25.34 $28.4K - $28.7K
32K $809M
Healthcare Rlty Tr
2.01K
+ 8.87%
N/A
24.7K $417M
IBMN
Ishares Tr Ibonds Dec 2025 Ter

ETFs
1.08K
+ 3.66%
$26.63 - $26.75 $28.6K - $28.8K
30.5K $815M
IBMQ
Ishares Tr Ibonds Dec 2028 Ter

ETFs
1.14K
+ 3.7%
$25.08 - $25.39 $28.5K - $28.8K
31.9K $806M
IBMO
Ishares Tr Ibonds December 202

ETFs
1.12K
+ 3.67%
$25.45 - $25.6 $28.6K - $28.7K
31.8K $812M
APD
Air Products & Chemicals, Inc.

Basic Materials
85
+ 6.9%
$283.24 - $338.07 $24.1K - $28.7K
1.32K $388M
Ishares Tr
1.16K
+ 3.74%
N/A
32K $802M
FTNT
Fortinet, Inc.

Technology
270
+ 10.36%
$92.49 - $114.57 $25K - $30.9K
2.88K $277M
Ishares Tr
1.16K
+ 3.97%
N/A
30.4K $772M
EOG
Eog Resources Inc

Energy
119
+ 4.77%
$120.54 - $138.05 $14.3K - $16.4K
2.61K $335M
Te Connectivity PLC
194
+ 7.9%
N/A
2.65K $375M
C
Citigroup Inc

Financial Services
227
+ 2.51%
$67.23 - $84.63 $15.3K - $19.2K
9.26K $657M
COLD
Americold Realty Trust

Real Estate
968
+ 9.26%
$20.74 - $23.05 $20.1K - $22.3K
11.4K $245M
WFC
Wells Fargo & Company

Financial Services
152
+ 3.59%
$66.78 - $81.42 $10.2K - $12.4K
4.39K $315M
BYD
Boyd Gaming Corp

Consumer Cyclical
692
+ 16.36%
$65.83 - $79.52 $45.6K - $55K
4.92K $324M
AVB
Avalonbay Communities Inc

Real Estate
97
+ 9.61%
$207.86 - $228.08 $20.2K - $22.1K
1.11K $237M
ALLE
Allegion PLC

Industrials
113
+ 4.73%
$123.79 - $135.5 $14K - $15.3K
2.5K $326M
INTU
Intuit Inc

Technology
35
+ 4.67%
$555.63 - $630.23 $19.4K - $22.1K
784 $481M
MTB
M&T Bank Corp

Financial Services
101
+ 8.4%
$170.47 - $201.98 $17.2K - $20.4K
1.3K $233M
DIS
Walt Disney CO

Communication Services
395
+ 13.44%
$96.87 - $114.0 $38.3K - $45K
3.33K $329M
KIM
Kimco Realty Corp

Real Estate
1.44K
+ 10.36%
$20.15 - $23.42 $29K - $33.7K
15.4K $326M
PH
Parker Hannifin Corp

Industrials
30
+ 3.31%
$591.65 - $707.05 $17.7K - $21.2K
937 $570M
BKNG
Booking Holdings Inc.

Consumer Cyclical
10
+ 6.25%
$4295.4 - $5141.88 $43K - $51.4K
170 $783M
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
Track This Portfolio

Track Catalytic Wealth Ria, LLC Portfolio

Follow Catalytic Wealth Ria, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Catalytic Wealth Ria, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Catalytic Wealth Ria, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email