Catalytic Wealth Ria, LLC Reduced Holdings in Q1 2025

Catalytic Wealth Ria, LLC

  • $545 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
GOOG
Alphabet Inc.

Communication Services
-1.32K
- 1.31%
$156.06 - $207.71 $206K - $274K
99.4K $15.5B
NVDA
Nvidia Corp

Technology
-12K
- 13.43%
$106.98 - $149.43 $1.29M - $1.8M
77.6K $8.41B
MSFT
Microsoft Corp

Technology
-2.26K
- 4.2%
$375.39 - $447.2 $849K - $1.01M
51.6K $19.4B
Tcw ETF Trust
-70.5K
- 21.71%
N/A
254K $8.43B
GOOGL
Alphabet Inc.

Communication Services
-455
- 0.91%
$154.33 - $206.19 $70.2K - $93.8K
49.4K $7.64B
AMZN
Amazon Com Inc

Consumer Cyclical
-2.09K
- 4.38%
$190.26 - $242.06 $398K - $506K
45.6K $8.68B
NVO
Novo Nordisk A S

Healthcare
-5.55K
- 37.01%
$69.3 - $90.95 $385K - $505K
9.44K $656M
NOW
Service Now, Inc.

Technology
-244
- 17.85%
$783.83 - $1170.39 $191K - $286K
1.12K $894M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-23
- 0.05%
$102.49 - $119.96 $2.36K - $2.76K
49.9K $5.21B
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-239
- 1.51%
$507.05 - $563.67 $121K - $135K
15.5K $7.99B
QQQ
Invesco Qqq Trust, Series 1

ETFs
-23
- 0.21%
$468.34 - $539.52 $10.8K - $12.4K
11K $5.14B
ORCL
Oracle Corp

Technology
-1.39K
- 15.82%
$139.81 - $186.47 $195K - $260K
7.41K $1.04B
APP
App Lovin Corp

Technology
-626
- 15.08%
$238.08 - $510.13 $149K - $319K
3.52K $934M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
-8.07K
- 66.5%
$49.25 - $50.66 $397K - $409K
4.06K $202M
VIG
Vanguard Dividend Appreciation

ETFs
-1.68K
- 3.81%
N/A
42.3K $8.2B
GS
Goldman Sachs Group Inc

Financial Services
-399
- 6.46%
$524.81 - $672.19 $209K - $268K
5.78K $3.16B
SAP
Sap Se

Technology
-1.78K
- 35.08%
$241.4 - $293.69 $430K - $523K
3.29K $884M
IJS
Ishares S&P Smallcap 600 Value

ETFs
-1.83K
- 13.58%
$96.3 - $112.23 $176K - $205K
11.6K $1.13B
Smurfit Westrock PLC
-4.71K
- 37.6%
N/A
7.81K $352M
IJK
Ishares S&P Midcap 400 Growth

ETFs
-867
- 2.85%
$81.62 - $96.63 $70.8K - $83.8K
29.5K $2.46B
ACN
Accenture PLC

Technology
-559
- 21.58%
$300.91 - $398.25 $168K - $223K
2.03K $634M
UPS
United Parcel Service Inc

Industrials
-961
- 10.03%
$109.66 - $136.26 $105K - $131K
8.62K $948M
NFLX
Netflix Inc

Communication Services
-292
- 36.59%
$828.4 - $1058.6 $242K - $309K
506 $472M
TER
Teradyne, Inc

Technology
-15
- 0.29%
$82.6 - $140.0 $1.24K - $2.1K
5.18K $428M
TMO
Thermo Fisher Scientific Inc.

Healthcare
-216
- 4.27%
$497.6 - $606.74 $107K - $131K
4.85K $2.41B
NKE
Nike, Inc.

Consumer Cyclical
-1.17K
- 9.84%
$63.29 - $81.72 $74.2K - $95.9K
10.8K $682M
EQIX
Equinix Inc

Real Estate
-26
- 1.9%
$803.0 - $959.97 $20.9K - $25K
1.35K $1.1B
ASML
Asml Holding Nv

Technology
-222
- 22.31%
$662.63 - $776.99 $147K - $172K
773 $512M
VO
Vanguard Mid Cap ETF

ETFs
-386
- 2.76%
$251.87 - $277.95 $97.2K - $107K
13.6K $3.52B
RSP
Invesco S&P 500 Equal Weight E

ETFs
-468
- 1.14%
$169.43 - $182.84 $79.3K - $85.6K
40.5K $7.02B
ETN
Eaton Corp PLC

Industrials
-50
- 2.12%
$271.83 - $371.23 $13.6K - $18.6K
2.31K $629M
VB
Vanguard Small Cap ETF

ETFs
-12
- 0.15%
$217.89 - $252.64 $2.61K - $3.03K
7.89K $1.75B
XLK
Technology Sector Spdr

ETFs
-163
- 3.69%
$206.38 - $242.18 $33.6K - $39.5K
4.26K $879M
GE
General Electric CO

Industrials
-1.22K
- 42.05%
$168.59 - $212.13 $206K - $259K
1.68K $337M
IJJ
Ishares S&P Midcap 400 Value E

ETFs
-256
- 1.41%
$117.4 - $131.02 $30.1K - $33.5K
17.9K $2.14B
EFA
Ishares Tr Msci Eafe ETF

ETFs
-2.36K
- 20.71%
$74.85 - $84.89 $176K - $200K
9.02K $737M
NEA
Nuveen Amt Free Quality Municipal Income Fund

Financial Services
-10.4K
- 14.66%
$11.13 - $11.61 $116K - $121K
60.8K $681M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
-1.39K
- 3.16%
$126.11 - $135.06 $175K - $188K
42.6K $5.49B
NAD
Nuveen Quality Municipal Income Fund

Financial Services
-9.41K
- 13.65%
$11.4 - $11.96 $107K - $113K
59.5K $686M
SMMD
Ishares Tr Russell 2500 ETF

ETFs
-298
- 1.65%
$61.55 - $71.27 $18.3K - $21.2K
17.8K $1.11B
HON
Honeywell International Inc

Industrials
-26
- 0.36%
$202.75 - $226.52 $5.27K - $5.89K
7.3K $1.54B
ISRG
Intuitive Surgical Inc

Healthcare
-100
- 4.79%
$476.63 - $610.45 $47.7K - $61K
1.99K $985M
Natwest Group PLC
-12.9K
- 40.9%
N/A
18.6K $222M
PFE
Pfizer Inc

Healthcare
-2.96K
- 15.27%
$25.01 - $27.13 $73.9K - $80.2K
16.4K $416M
ZTS
Zoetis Inc.

Healthcare
-594
- 14.75%
$156.48 - $175.67 $92.9K - $104K
3.43K $565M
IWV
Ishares Russell 3000 ETF

ETFs
-20
- 0.43%
$313.1 - $349.83 $6.26K - $7K
4.66K $1.48B
Canadian Pacific Kansas City
-760
- 5.88%
N/A
12.2K $854M
VOE
Vanguard Mid Cap Value Index F

ETFs
-260
- 0.97%
$156.61 - $168.02 $40.7K - $43.7K
26.6K $4.27B
CMCSA
Comcast Corp

Communication Services
-1.7K
- 12.15%
$33.19 - $38.23 $56.5K - $65.1K
12.3K $454M
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