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
NKE
Nike, Inc.

Consumer Cyclical
2K
+ 18.57%
$53.27 - $72.04 $106K - $144K
12.7K $905M
IWM
Ishares Russell 2000 ETF

ETFs
39
+ 0.31%
$174.82 - $215.79 $6.82K - $8.42K
12.6K $2.73B
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
4.25K
+ 104.65%
$48.13 - $49.85 $205K - $212K
8.31K $408M
DEO
Diageo PLC

Consumer Defensive
2.26K
+ 39.16%
$99.86 - $115.75 $225K - $261K
8.02K $809M
VB
Vanguard Small Cap ETF

ETFs
291
+ 3.69%
$193.73 - $237.37 $56.4K - $69.1K
8.18K $1.94B
ITOT
Ishares Core S&P Total U.S. St

ETFs
742
+ 10.96%
$108.12 - $135.04 $80.2K - $100K
7.51K $1.01B
CVS
Cvs Health Corp

Healthcare
2.31K
+ 34.3%
$60.04 - $70.18 $139K - $162K
9.05K $624M
AON
Aon PLC

Financial Services
565
+ 69.75%
$335.85 - $398.81 $190K - $225K
1.38K $491M
PFE
Pfizer Inc

Healthcare
7.61K
+ 46.41%
$21.59 - $24.84 $164K - $189K
24K $582M
DXCM
Dexcom Inc

Healthcare
1.23K
+ 41.86%
$59.83 - $87.57 $73.4K - $107K
4.16K $363M
SBAC
Sba Communications Corp

Real Estate
583
+ 48.38%
$208.57 - $243.4 $122K - $142K
1.79K $420M
DPZ
Dominos Pizza Inc

Consumer Cyclical
346
+ 41.99%
$430.72 - $497.52 $149K - $172K
1.17K $527M
KIM
Kimco Realty Corp

Real Estate
7.12K
+ 46.4%
$18.7 - $21.69 $133K - $155K
22.5K $473M
MT
Arcelor Mittal

Basic Materials
3.74K
+ 39.07%
$23.47 - $31.65 $87.8K - $118K
13.3K $421M
EFV
Msci Eafe Value ETF

ETFs
977
+ 5.49%
$52.4 - $64.65 $51.2K - $63.2K
18.8K $1.19B
TLT
Ishares Barclays 20+ Year Trea

ETFs
2.31K
+ 9.1%
$83.97 - $92.85 $194K - $215K
27.8K $2.45B
SNN
Smith & Nephew PLC

Healthcare
3.37K
+ 39.71%
$24.97 - $30.63 $84.2K - $103K
11.9K $363M
KMI
Kinder Morgan, Inc.

Energy
2.45K
+ 4.69%
$25.21 - $29.4 $61.7K - $71.9K
54.6K $1.61B
MTB
M&T Bank Corp

Financial Services
501
+ 38.42%
$156.58 - $193.99 $78.4K - $97.2K
1.81K $350M
NUE
Nucor Corp

Basic Materials
582
+ 16.17%
$103.22 - $131.43 $60.1K - $76.5K
4.18K $542M
DGRO
Ishares Core Dividend Growth E

ETFs
1.37K
+ 27.95%
$55.22 - $63.94 $75.4K - $87.3K
6.25K $400M
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
LQDH
Ishares U S ETF Tr Int Rate He

ETFs
721
+ 32.22%
$88.49 - $92.4 $63.8K - $66.6K
2.96K $273M
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
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
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
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
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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