Catalytic Wealth Ria, LLC Incresed Positions in Q2 2025

Catalytic Wealth Ria, LLC

  • $1.22 Trillion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
LOW
Lowes Companies Inc

Consumer Cyclical
3.08K
+ 66.42%
$210.83 - $235.28 $649K - $724K
7.72K $1.71B
PNC
Pnc Financial Services Group, Inc.

Financial Services
3.16K
+ 105.83%
$149.76 - $186.42 $473K - $589K
6.15K $1.15B
VZ
Verizon Communications Inc

Communication Services
14.7K
+ 234.44%
$41.67 - $45.62 $611K - $669K
20.9K $905M
SHW
Sherwin Williams CO

Basic Materials
1.83K
+ 120.94%
$313.51 - $363.51 $574K - $666K
3.35K $1.15B
VUSB
Vanguard Bd Index Fds
12.4K
+ 38.35%
N/A
44.8K $2.23B
AMT
American Tower Corp

Real Estate
2.57K
+ 24.29%
$203.96 - $228.19 $525K - $587K
13.2K $2.91B
QUAL
Ishares Msci Usa Quality Facto

ETFs
2.99K
+ 62.48%
$152.42 - $182.82 $456K - $547K
7.79K $1.42B
MCHP
Microchip Technology Inc

Technology
6.38K
+ 96.48%
$35.34 - $71.6 $225K - $457K
13K $914M
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
2.81K
+ 294.85%
$212.1 - $244.27 $595K - $686K
3.76K $822M
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
5.75K
+ 48.54%
$100.04 - $100.54 $575K - $578K
17.6K $1.77B
ECL
Ecolab Inc.

Basic Materials
2.03K
+ 202.4%
$225.65 - $270.95 $457K - $549K
3.03K $816M
BX
Blackstone Inc.

Financial Services
3.55K
+ 226.29%
$120.07 - $151.11 $426K - $536K
5.11K $765M
LMT
Lockheed Martin Corp

Industrials
1.13K
+ 108.33%
$430.82 - $486.45 $487K - $550K
2.18K $1.01B
UNH
Unitedhealth Group Inc

Healthcare
8.13K
+ 85.86%
$274.35 - $599.47 $2.23M - $4.88M
17.6K $5.49B
ORLY
O Reilly Automotive Inc

Consumer Cyclical
8.21K
+ 5162.26%
$87.84 - $1441.89 $721K - $11.8M
8.37K $754M
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
MSI
Motorola Solutions, Inc.

Technology
1.3K
+ 56.12%
$394.72 - $440.39 $514K - $574K
3.63K $1.52B
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
CARR
Carrier Global Corp

Industrials
5.58K
+ 70.97%
$55.55 - $75.83 $310K - $423K
13.4K $984M
CI
Cigna Corp

Healthcare
1.41K
+ 218.89%
$301.89 - $340.04 $427K - $481K
2.06K $681M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
7
+ 0.01%
$51.16 - $62.02 $358 - $434
126K $7.82B
NSC
Norfolk Southern Corp

Industrials
1.53K
+ 52.45%
$206.34 - $257.46 $315K - $393K
4.44K $1.14B
IWD
Ishares Russell 1000 Val ETF

ETFs
2.24K
+ 187.7%
$166.82 - $194.23 $374K - $436K
3.44K $668M
IEFA
Ishares Tr

ETFs
4.77K
+ 96.81%
$67.83 - $84.09 $324K - $401K
9.7K $810M
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
MDT
Medtronic PLC

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

Technology
3.74K
+ 130.09%
$84.71 - $108.69 $317K - $407K
6.62K $699M
WM
Waste Management Inc

Industrials
1.87K
+ 75.61%
$216.47 - $242.1 $405K - $453K
4.35K $995M
COP
Conocophillips

Energy
5.5K
+ 77.45%
$82.66 - $106.1 $455K - $584K
12.6K $1.13B
EOG
Eog Resources Inc

Energy
3.27K
+ 125.26%
$104.61 - $129.97 $342K - $425K
5.89K $704M
AEP
American Electric Power CO Inc

Utilities
3.46K
+ 184.08%
$98.59 - $109.11 $341K - $377K
5.34K $554M
AVIV
American Centy ETF Tr Avantis
4.11K
+ 45.28%
$50.27 - $62.84 $207K - $258K
13.2K $821M
NVO
Novo Nordisk A S

Healthcare
4.49K
+ 47.54%
$58.08 - $81.05 $261K - $364K
13.9K $962M
IRM
Iron Mountain Inc

Real Estate
1.86K
+ 27.68%
$76.93 - $105.25 $143K - $196K
8.6K $882M
BCS
Barclays PLC

Financial Services
5.29K
+ 8.78%
$12.69 - $18.61 $67.1K - $98.5K
65.5K $1.22B
ALL
Allstate Corp

Financial Services
1.48K
+ 136.57%
$180.53 - $212.64 $267K - $314K
2.56K $516M
Smurfit Westrock PLC
7.02K
+ 89.87%
N/A
14.8K $640M
AJG
Arthur J. Gallagher & Co.

Financial Services
1.01K
+ 72.25%
$310.86 - $348.77 $312K - $351K
2.4K $767M
IJT
Ishares S&P Small Cap 600 Grow

ETFs
2K
+ 95.37%
$108.87 - $133.04 $218K - $266K
4.1K $545M
APD
Air Products & Chemicals, Inc.

Basic Materials
1.01K
+ 76.46%
$248.61 - $294.96 $250K - $297K
2.32K $656M
O
Realty Income Corp

Real Estate
4.5K
+ 57.16%
$52.27 - $58.52 $235K - $263K
12.4K $712M
LHX
L3 Harris Technologies, Inc.

Industrials
781
+ 57.98%
$200.21 - $256.99 $156K - $201K
2.13K $534M
IR
Ingersoll Rand Inc.

Industrials
2.77K
+ 46.77%
$66.75 - $84.94 $185K - $235K
8.69K $723M
HST
Host Hotels & Resorts, Inc.

Real Estate
14K
+ 87.59%
$12.7 - $16.07 $178K - $225K
29.9K $460M
EXR
Extra Space Storage Inc.

Real Estate
1.59K
+ 44.15%
$126.61 - $152.99 $201K - $243K
5.2K $766M
SCHG
Schwab Strategic Tr Us Large C

ETFs
5.1K
+ 26.73%
$22.27 - $29.21 $114K - $149K
24.2K $707M
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
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