Catalytic Wealth Ria, LLC New Holdings in Q2 2025

Catalytic Wealth Ria, LLC

  • $1.22 Trillion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
UL
Unilever PLC

Consumer Defensive
7.32K
New
$57.9 - $65.43 $424K - $479K
7.32K $448M
LEN
Lennar Corp

Consumer Cyclical
4.04K
New
$102.76 - $115.66 $415K - $467K
4.04K $447M
ARE
Alexandria Real Estate Equities, Inc.

Real Estate
6.12K
New
$67.83 - $92.33 $415K - $565K
6.12K $444M
AIG
American International Group, Inc.

Financial Services
5.18K
New
$77.56 - $87.72 $401K - $454K
5.18K $443M
SONY
Sony Group Corp

Technology
16.9K
New
$21.24 - $26.88 $359K - $455K
16.9K $440M
COIN
Coinbase Global, Inc.

Technology
1.24K
New
$151.47 - $375.07 $188K - $465K
1.24K $435M
USMV
Ishares Msci Usa Min Vol Facto

ETFs
4.54K
New
$85.42 - $94.39 $388K - $428K
4.54K $426M
WDAY
Workday, Inc.

Technology
1.76K
New
$210.47 - $274.71 $371K - $484K
1.76K $423M
IGV
Ishares Expanded Tech Software

ETFs
3.86K
New
$80.15 - $109.5 $309K - $422K
3.86K $422M
TWLO
Twilio Inc

Communication Services
3.39K
New
$81.34 - $124.36 $275K - $421K
3.39K $421M
JCI
Johnson Controls International PLC

Industrials
3.95K
New
$71.14 - $105.62 $281K - $417K
3.95K $417M
WIX
Wix.Com Ltd.

Technology
2.63K
New
$146.5 - $189.61 $385K - $499K
2.63K $417M
MO
Altria Group, Inc.

Consumer Defensive
6.99K
New
$55.56 - $60.91 $388K - $426K
6.99K $410M
EBAY
Ebay Inc

Consumer Cyclical
5.49K
New
$59.52 - $79.36 $327K - $436K
5.49K $409M
DHI
Horton D R Inc

Consumer Cyclical
3.17K
New
$115.1 - $129.63 $365K - $411K
3.17K $408M
RCL
Royal Caribbean Cruises LTD

Consumer Cyclical
1.29K
New
$177.93 - $313.14 $229K - $403K
1.29K $403M
ON
On Semiconductor Corp

Technology
7.65K
New
$31.95 - $54.21 $244K - $414K
7.65K $401M
VRSN
Verisign Inc

Technology
1.38K
New
$234.49 - $288.8 $323K - $398K
1.38K $398M
MPC
Marathon Petroleum Corp

Energy
2.38K
New
$118.55 - $170.08 $282K - $404K
2.38K $395M
CDW
Cdw Corp

Technology
2.19K
New
$144.49 - $190.68 $316K - $417K
2.19K $391M
URI
United Rentals, Inc.

Industrials
511
New
$551.94 - $753.4 $282K - $385K
511 $385M
VRSK
Verisk Analytics, Inc.

Industrials
1.23K
New
$277.03 - $321.33 $340K - $395K
1.23K $383M
AZO
Autozone Inc

Consumer Cyclical
103
New
$3478.38 - $3880.15 $358K - $400K
103 $382M
NEM
Newmont Corp

Basic Materials
6.54K
New
$44.18 - $59.46 $289K - $389K
6.54K $381M
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
1.35K
New
$179.95 - $278.88 $242K - $375K
1.35K $375M
TMDX
Trans Medics Group, Inc.

Healthcare
2.77K
New
$67.67 - $143.04 $188K - $396K
2.77K $371M
TDY
Teledyne Technologies Inc

Technology
720
New
$435.54 - $512.31 $314K - $369K
720 $369M
STT
State Street Corp

Financial Services
3.43K
New
$75.33 - $106.34 $258K - $365K
3.43K $365M
ESAB
Esab Corp

Industrials
3K
New
$104.48 - $130.25 $314K - $391K
3K $362M
FDX
Fedex Corp

Industrials
1.59K
New
$198.07 - $245.17 $315K - $390K
1.59K $361M
VV
Vanguard Large Cap ETF

ETFs
1.26K
New
$228.25 - $285.3 $288K - $360K
1.26K $360M
CAH
Cardinal Health Inc

Healthcare
2.14K
New
$125.0 - $168.0 $268K - $360K
2.14K $360M
FISV
Fiserv Inc

Technology
2.08K
New
N/A
2.08K $359M
KEYS
Keysight Technologies, Inc.

Technology
2.14K
New
$127.02 - $165.4 $272K - $354K
2.14K $351M
HPE
Hewlett Packard Enterprise CO

Technology
16.9K
New
$12.51 - $20.45 $211K - $345K
16.9K $345M
BK
Bank Of New York Mellon Corp

Financial Services
3.75K
New
$73.31 - $91.62 $275K - $344K
3.75K $342M
VLO
Valero Energy Corp

Energy
2.52K
New
$104.69 - $141.77 $264K - $358K
2.52K $339M
ROK
Rockwell Automation, Inc

Industrials
1.01K
New
$218.97 - $332.17 $222K - $336K
1.01K $336M
NGG
National Grid PLC

Utilities
4.51K
New
$62.74 - $74.79 $283K - $337K
4.51K $336M
ABC
Amerisourcebergen Corp

Healthcare
1.11K
New
N/A
1.11K $332M
Bank America Corp
272
New
N/A
272 $330M
IT
Gartner Inc

Technology
808
New
$377.5 - $449.52 $305K - $363K
808 $327M
RF
Regions Financial Corp

Financial Services
13.8K
New
$18.34 - $23.52 $254K - $325K
13.8K $325M
TGT
Target Corp

Consumer Defensive
3.28K
New
$88.76 - $105.77 $291K - $347K
3.28K $324M
BXP
Boston Properties Inc

Real Estate
4.78K
New
$56.86 - $74.12 $272K - $355K
4.78K $323M
EXC
Exelon Corp

Utilities
7.43K
New
$42.2 - $47.37 $313K - $352K
7.43K $322M
ADC
Agree Realty Corp

Real Estate
4.41K
New
$70.68 - $79.12 $312K - $349K
4.41K $322M
VERA
Vera Therapeutics, Inc.

Healthcare
13.6K
New
$18.86 - $32.0 $256K - $434K
13.6K $320M
Wells Fargo CO New
272
New
N/A
272 $319M
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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