Catalytic Wealth Ria, LLC Reduced Holdings in Q3 2025

Catalytic Wealth Ria, LLC

  • $3.04 Trillion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
-51.4K
- 49.36%
$49.78 - $50.75 $2.56M - $2.61M
52.7K $2.67B
RSP
Invesco S&P 500 Equal Weight E

ETFs
-7.77K
- 22.98%
$181.56 - $190.33 $1.41M - $1.48M
26K $4.94B
SPGP
Invesco Exchange Traded Fd Tr

ETFs
-8.78K
- 21.24%
$107.27 - $113.94 $942K - $1M
32.6K $3.7B
VOE
Vanguard Mid Cap Value Index F

ETFs
-5.46K
- 22.78%
$164.63 - $174.58 $899K - $953K
18.5K $3.23B
SPHQ
Invesco Exchange Traded Fd Tr

ETFs
-10.7K
- 18.59%
$70.77 - $73.59 $756K - $787K
46.8K $3.43B
VBK
Vanguard Small Cap Growth ETF

ETFs
-1.97K
- 24.81%
$276.51 - $305.12 $546K - $602K
5.98K $1.78B
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
-5.88K
- 38.82%
$72.01 - $74.44 $424K - $438K
9.27K $681M
EUSC
Wisdomtree Tr Europe Hedged Sm

ETFs
-13.2K
- 12.71%
N/A
90.3K $4.41B
SMMD
Ishares Tr Russell 2500 ETF

ETFs
-5.59K
- 32.64%
$67.91 - $74.71 $379K - $417K
11.5K $850M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
-3.87K
- 11.56%
$132.9 - $142.03 $514K - $550K
29.6K $4.18B
SUI
Sun Communities Inc

Real Estate
-1.53K
- 20.16%
$116.6 - $131.28 $178K - $200K
6.04K $780M
DAWN
Day One Biopharmaceuticals, Inc.

Healthcare
-30K
- 37.5%
$5.8 - $7.59 $174K - $228K
50K $353M
DPZ
Dominos Pizza Inc

Consumer Cyclical
-336
- 28.72%
$422.75 - $485.53 $142K - $163K
834 $360M
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
-2.51K
- 14.21%
$52.39 - $53.11 $131K - $133K
15.2K $803M
IJJ
Ishares S&P Midcap 400 Value E

ETFs
-1.58K
- 10.02%
$122.57 - $132.57 $193K - $209K
14.2K $1.84B
ITOT
Ishares Core S&P Total U.S. St

ETFs
-1.27K
- 16.93%
$135.0 - $146.02 $172K - $186K
6.24K $909M
COLD
Americold Realty Trust

Real Estate
-1.29K
- 10.68%
$12.14 - $16.98 $15.7K - $21.9K
10.8K $132M
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
-139
- 19.72%
$435.72 - $463.74 $60.6K - $64.5K
566 $262M
MT
Arcelor Mittal

Basic Materials
-3.01K
- 22.57%
$30.39 - $36.94 $91.3K - $111K
10.3K $373M
NEAR
Blackrock Short Maturity Bond

ETFs
-1.08K
- 2.06%
$50.8 - $51.32 $55K - $55.6K
51.5K $2.64B
KEYS
Keysight Technologies, Inc.

Technology
-384
- 17.94%
$158.51 - $178.15 $60.9K - $68.4K
1.76K $307M
LQD
Ishares Iboxx $ Investment Gra

ETFs
-579
- 5.04%
$107.66 - $112.36 $62.3K - $65.1K
10.9K $1.22B
NOBL
Proshares S&P 500 Dividend Ari

ETFs
-849
- 4.29%
$101.12 - $106.18 $85.9K - $90.1K
18.9K $1.95B
WCN
Waste Connections, Inc.

Industrials
-144
- 10.93%
$171.32 - $191.84 $24.7K - $27.6K
1.17K $206M
NEA
Nuveen Amt Free Quality Municipal Income Fund

Financial Services
-5.58K
- 10.83%
$10.62 - $11.43 $59.2K - $63.7K
45.9K $523M
VUSB
Vanguard Bd Index Fds
-885
- 1.98%
N/A
43.9K $2.2B
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
-363
- 2.06%
$100.16 - $100.7 $36.4K - $36.6K
17.2K $1.73B
HYG
Ishares Tr

ETFs
-454
- 7.01%
$79.85 - $81.32 $36.3K - $36.9K
6.02K $489M
VOT
Vanguard Mid Cap Growth Index

ETFs
-392
- 4.37%
$282.75 - $294.19 $111K - $115K
8.57K $2.52B
TLT
Ishares Barclays 20+ Year Trea

ETFs
-667
- 2.4%
$85.01 - $90.35 $56.7K - $60.3K
27.1K $2.42B
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
-654
- 7.87%
$48.5 - $50.19 $31.7K - $32.8K
7.66K $383M
SCHV
Schwab Strategic Tr Us Large C

ETFs
-1.07K
- 12.01%
$27.61 - $29.15 $29.5K - $31.2K
7.83K $228M
FLEX
Flex Ltd.

Technology
-920
- 19.89%
$48.49 - $59.33 $44.6K - $54.6K
3.71K $215M
SLQD
Ishares 0 5 Year Investment Gr

ETFs
-329
- 1.87%
$50.29 - $50.86 $16.5K - $16.7K
17.3K $878M
BSV
Vanguard Bd Index Fd Inc Short

ETFs
-63
- 0.72%
$78.11 - $79.07 $4.92K - $4.98K
8.64K $682M
CYBR
Cyber Ark Software Ltd.

Technology
-106
- 14.64%
$374.8 - $491.1 $39.7K - $52.1K
618 $299M
VCLT
Vanguard Lg Trm Corp Bd ETF

ETFs
-41
- 0.82%
$73.94 - $78.51 $3.03K - $3.22K
4.99K $387M
IGLB
Ishares 10+ Year Investment Gr

ETFs
-55
- 0.82%
$48.96 - $52.08 $2.69K - $2.86K
6.64K $342M
IJK
Ishares S&P Midcap 400 Growth

ETFs
-1.3K
- 4.63%
$91.28 - $97.59 $119K - $127K
26.8K $2.57B
SNN
Smith & Nephew PLC

Healthcare
-1.34K
- 11.27%
$29.33 - $38.7 $39.2K - $51.8K
10.5K $382M
EFV
Msci Eafe Value ETF

ETFs
-877
- 4.67%
$62.79 - $68.42 $55.1K - $60K
17.9K $1.21B
SHG
Shinhan Financial Group CO LTD

Financial Services
-3
- 0.06%
N/A
5.18K $261M
OEF
Ishares S&P 100 ETF

ETFs
-209
- 5.39%
N/A
3.67K $1.22B
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-1.81K
- 6.17%
$108.46 - $120.63 $197K - $219K
27.6K $3.28B
IWV
Ishares Russell 3000 ETF

ETFs
-101
- 2.17%
$351.04 - $379.81 $35.5K - $38.4K
4.55K $1.72B
IAU
Ishares Gold Trust

ETFs
-321
- 2.91%
$61.62 - $72.77 $19.8K - $23.4K
10.7K $781M
Fidelity Wise Origin Bitcoin
-292
- 1.21%
N/A
23.9K $2.38B
Astera Labs Inc
-445
- 12.65%
N/A
3.07K $602M
IWM
Ishares Russell 2000 ETF

ETFs
-100
- 0.79%
$214.92 - $244.84 $21.5K - $24.5K
12.5K $3.04B
Activity Summary
Buys All Purchases 777 New Holdings 332 Increased Positions 445 Sells All Sells 53 Reductions 53 Sold out 0 Options Calls 0 Puts 0
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