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
OEF
Ishares S&P 100 ETF

ETFs
-4
- 0.1%
N/A
3.88K $1.05B
RELX
Relx PLC

Communication Services
-2.55K
- 22.03%
$45.34 - $51.91 $115K - $132K
9.01K $454M
PWR
Quanta Services, Inc.

Industrials
-38
- 3.88%
$236.71 - $358.03 $8.99K - $13.6K
942 $239M
ABT
Abbott Laboratories

Healthcare
-1.79K
- 20.88%
$111.1 - $140.22 $199K - $251K
6.78K $899M
HD
Home Depot, Inc.

Consumer Cyclical
-35
- 1.4%
$347.25 - $424.87 $12.2K - $14.9K
2.47K $904M
TTE
Total Energies Se

Energy
-2.36K
- 28.24%
N/A
6K $388M
RACE
Ferrari N.V.

Consumer Cyclical
-163
- 18.98%
$413.73 - $508.15 $67.4K - $82.8K
696 $298M
ESS
Essex Property Trust, Inc.

Real Estate
-406
- 14.32%
N/A
2.43K $745M
IR
Ingersoll Rand Inc.

Industrials
-17
- 0.29%
$79.44 - $94.23 $1.35K - $1.6K
5.92K $474M
BTI
British American Tobacco P.L.C.

Consumer Defensive
-2.9K
- 25.31%
$35.35 - $42.74 $102K - $124K
8.54K $353M
MSI
Motorola Solutions, Inc.

Technology
-5
- 0.21%
$411.73 - $482.1 $2.06K - $2.41K
2.32K $1.02B
QUAL
Ishares Msci Usa Quality Facto

ETFs
-125
- 2.54%
$168.16 - $186.21 $21K - $23.3K
4.79K $819M
BCS
Barclays PLC

Financial Services
-13.5K
- 18.34%
$12.69 - $16.25 $172K - $220K
60.2K $925M
GDDY
Go Daddy Inc.

Technology
-156
- 11.07%
$172.13 - $214.35 $26.9K - $33.4K
1.25K $226M
PTCT
Ptc Therapeutics, Inc.

Healthcare
-1.84K
- 22.86%
$41.81 - $57.17 $76.8K - $105K
6.2K $316M
CSX
Csx Corp

Industrials
-58
- 0.42%
$29.11 - $33.67 $1.69K - $1.95K
13.6K $400M
MT
Arcelor Mittal

Basic Materials
-4.01K
- 29.5%
$21.82 - $33.93 $87.4K - $136K
9.58K $276M
DHR
Danaher Corp

Healthcare
-44
- 3.83%
$201.62 - $250.59 $8.87K - $11K
1.11K $227M
BBD
Bank Bradesco

Financial Services
-20.8K
- 61.51%
$1.85 - $2.32 $38.5K - $48.3K
13K $29M
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
-955
- 4.04%
$51.52 - $52.37 $49.2K - $50K
22.7K $1.19B
LQD
Ishares Iboxx $ Investment Gra

ETFs
-499
- 4.15%
$105.1 - $109.61 $52.4K - $54.7K
11.5K $1.25B
IBN
Icici Bank LTD

Financial Services
-1.56K
- 14.06%
$27.55 - $31.67 $43K - $49.4K
9.54K $301M
NOBL
Proshares S&P 500 Dividend Ari

ETFs
-1.05K
- 2.85%
$97.38 - $104.52 $102K - $110K
35.8K $3.66B
WCN
Waste Connections, Inc.

Industrials
-249
- 15.01%
$169.89 - $195.19 $42.3K - $48.6K
1.41K $275M
COP
Conocophillips

Energy
-472
- 6.23%
$88.6 - $105.85 $41.8K - $50K
7.1K $746M
HYG
Ishares Tr

ETFs
-76
- 1.21%
$78.51 - $80.11 $5.97K - $6.09K
6.2K $489M
FTSM
First Tr Enhanced Traded Fd Iv

ETFs
-117
- 0.32%
$59.78 - $60.03 $6.99K - $7.02K
35.9K $2.15B
VCLT
Vanguard Lg Trm Corp Bd ETF

ETFs
-113
- 2.47%
$73.11 - $77.43 $8.26K - $8.75K
4.47K $339M
NEAR
Blackrock Short Maturity Bond

ETFs
-466
- 0.79%
$50.4 - $50.89 $23.5K - $23.7K
58.2K $2.96B
DGRO
Ishares Core Dividend Growth E

ETFs
-31
- 0.63%
$60.46 - $64.42 $1.87K - $2K
4.89K $302M
XLF
Financial Sector Spdr

ETFs
-84
- 2.0%
$47.32 - $52.19 $3.97K - $4.38K
4.13K $205M
AON
Aon PLC

Financial Services
-82
- 9.19%
$348.44 - $409.32 $28.6K - $33.6K
810 $323M
IWD
Ishares Russell 1000 Val ETF

ETFs
-3
- 0.25%
$182.82 - $196.21 $548 - $589
1.2K $225M
IEFA
Ishares Tr

ETFs
-312
- 5.96%
$69.57 - $78.65 $21.7K - $24.5K
4.93K $373M
SE
Sea LTD

Consumer Cyclical
-475
- 14.77%
$104.87 - $146.31 $49.8K - $69.5K
2.74K $358M
MCK
Mckesson Corp

Healthcare
-44
- 9.5%
$566.21 - $672.99 $24.9K - $29.6K
419 $282M
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
-36
- 3.64%
$208.48 - $244.03 $7.51K - $8.79K
952 $232M
SHEL
Shell PLC

Energy
-202
- 5.64%
$62.84 - $73.29 $12.7K - $14.8K
3.38K $247M
BMY
Bristol Myers Squibb CO

Healthcare
-133
- 1.61%
$53.9 - $63.11 $7.17K - $8.39K
8.11K $494M
AJG
Arthur J. Gallagher & Co.

Financial Services
-164
- 10.55%
$275.89 - $345.24 $45.2K - $56.6K
1.39K $480M
GILD
Gilead Sciences, Inc.

Healthcare
-20
- 0.92%
$89.14 - $117.41 $1.78K - $2.35K
2.15K $241M
COST
Costco Wholesale Corp

Consumer Defensive
-15
- 0.57%
$890.62 - $1076.86 $13.4K - $16.2K
2.62K $2.48B
MA
Mastercard Inc

Financial Services
-190
- 2.43%
$504.67 - $576.31 $95.9K - $109K
7.62K $4.18B
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
-2.63K
- 1.97%
$48.43 - $49.9 $127K - $131K
131K $6.53B
MELI
Mercadolibre Inc

Consumer Cyclical
-5
- 1.58%
$1739.0 - $2260.0 $8.7K - $11.3K
312 $609M
Linde PLC
-27
- 1.46%
N/A
1.82K $847M
MCD
Mcdonalds Corp

Consumer Cyclical
-17
- 0.42%
$279.74 - $321.29 $4.76K - $5.46K
4.07K $1.27B
LLY
Eli Lilly & CO

Healthcare
-71
- 2.19%
$725.72 - $929.72 $51.5K - $66K
3.17K $2.62B
UNH
Unitedhealth Group Inc

Healthcare
-88
- 0.92%
$461.52 - $548.18 $40.6K - $48.2K
9.47K $4.96B
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