Catalytic Wealth Ria, LLC Sells in Q3 2024

Catalytic Wealth Ria, LLC

  • $573 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
MSFT
Microsoft Corp

Technology
-18.4K
- 24.9%
$395.15 - $467.56 $7.26M - $8.59M
55.4K $23.8B
GOOG
Alphabet Inc.

Communication Services
-2.59K
- 2.51%
$149.54 - $192.66 $388K - $499K
101K $16.8B
SHYG
Ishares 0 5 Year High Yield CO

ETFs
-43K
- 24.18%
$41.95 - $43.42 $1.8M - $1.87M
135K $5.86B
IRM
Iron Mountain Inc

Real Estate
-11.3K
- 63.28%
$89.69 - $119.32 $1.01M - $1.34M
6.53K $776M
NFLX
Netflix Inc

Communication Services
-1.2K
- 63.61%
$598.55 - $722.26 $718K - $866K
686 $487M
IEFA
Ishares Tr

ETFs
-8.72K
- 58.55%
$70.09 - $78.74 $611K - $687K
6.17K $482M
QQQ
Invesco Qqq Trust, Series 1

ETFs
-1.4K
- 12.24%
$434.77 - $502.96 $609K - $704K
10K $4.9B
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-1.94K
- 11.89%
$475.2 - $527.7 $921K - $1.02M
14.4K $7.58B
SAFT
Safety Insurance Group Inc

Financial Services
-6.27K
- 42.09%
$74.85 - $88.81 $470K - $557K
8.63K $706M
SHEL
Shell PLC

Energy
-4.54K
- 38.34%
$65.65 - $73.28 $298K - $333K
7.3K $481M
ADBE
Adobe Inc.

Technology
-600
- 49.34%
$508.13 - $586.55 $305K - $352K
616 $319M
CVX
Chevron Corp

Energy
-532
- 3.1%
$137.88 - $161.97 $73.4K - $86.2K
16.6K $2.45B
VUG
Vanguard Growth ETF

ETFs
-1.06K
- 5.47%
$341.08 - $391.94 $361K - $415K
18.3K $7.02B
HON
Honeywell International Inc

Industrials
-450
- 5.91%
$196.73 - $220.21 $88.5K - $99.1K
7.17K $1.48B
PLTR
Palantir Technologies Inc.

Technology
-8.29K
- 58.78%
$24.09 - $37.95 $200K - $315K
5.82K $216M
ABNB
Airbnb, Inc.

Consumer Cyclical
-515
- 20.63%
$113.01 - $154.34 $58.2K - $79.5K
1.98K $251M
COP
Conocophillips

Energy
-168
- 1.98%
$102.3 - $116.61 $17.2K - $19.6K
8.31K $874M
BAC
Bank Of America Corp

Financial Services
-2.2K
- 4.95%
$36.65 - $44.13 $80.6K - $97K
42.2K $1.67B
EMR
Emerson Electric CO

Industrials
-773
- 17.94%
$98.19 - $118.87 $75.9K - $91.9K
3.54K $387M
XOM
Exxon Mobil Corp

Energy
-773
- 17.39%
$109.72 - $119.0 $84.8K - $92K
3.67K $431M
PFE
Pfizer Inc

Healthcare
-3.55K
- 13.89%
$27.7 - $31.39 $98.3K - $111K
22K $637M
ENTG
Entegris Inc

Technology
-50
- 2.06%
$98.09 - $146.48 $4.9K - $7.32K
2.38K $267M
MCK
Mckesson Corp

Healthcare
-17
- 3.17%
$479.06 - $630.38 $8.14K - $10.7K
519 $257M
TTE
Total Energies Se

Energy
-502
- 5.7%
$68.61 - $68.61 $34.4K - $34.4K
8.31K $537M
Linde PLC
-266
- 12.37%
N/A
1.88K $898M
SHOP
Shopify Inc.

Technology
-1.79K
- 25.57%
$52.26 - $80.75 $93.6K - $145K
5.21K $418M
DDOG
Datadog, Inc.

Technology
-49
- 1.89%
$104.97 - $134.56 $5.14K - $6.59K
2.55K $293M
NUE
Nucor Corp

Basic Materials
-105
- 2.96%
$137.77 - $166.14 $14.5K - $17.4K
3.44K $517M
Natwest Group PLC
-10.2K
- 22.09%
N/A
35.9K $336M
UNP
Union Pacific Corp

Industrials
-303
- 14.72%
$221.78 - $256.09 $67.2K - $77.6K
1.76K $433M
PANW
Palo Alto Networks Inc

Technology
-109
- 6.23%
$294.18 - $368.01 $32.1K - $40.1K
1.64K $561M
HYG
Ishares Tr

ETFs
-770
- 8.12%
$76.72 - $80.36 $59.1K - $61.9K
8.71K $700M
WM
Waste Management Inc

Industrials
-77
- 3.24%
$196.96 - $223.45 $15.2K - $17.2K
2.3K $478M
DIS
Walt Disney CO

Communication Services
-210
- 7.16%
$85.6 - $98.61 $18K - $20.7K
2.72K $262M
VO
Vanguard Mid Cap ETF

ETFs
-1.26K
- 8.94%
$237.84 - $263.83 $299K - $332K
12.8K $3.38B
EOG
Eog Resources Inc

Energy
-115
- 4.45%
$117.9 - $132.65 $13.6K - $15.3K
2.47K $304M
UPS
United Parcel Service Inc

Industrials
-111
- 1.11%
$123.32 - $147.38 $13.7K - $16.4K
9.92K $1.35B
INVH
Invitation Homes Inc.

Real Estate
-269
- 1.63%
$33.2 - $37.28 $8.93K - $10K
16.2K $573M
AMGN
Amgen Inc

Healthcare
-172
- 3.89%
$309.38 - $337.38 $53.2K - $58K
4.24K $1.37B
VZ
Verizon Communications Inc

Communication Services
-684
- 11.38%
$38.89 - $45.0 $26.6K - $30.8K
5.33K $239M
ADI
Analog Devices Inc

Technology
-36
- 1.73%
$200.56 - $243.33 $7.22K - $8.76K
2.04K $470M
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
-70
- 6.74%
$210.25 - $231.86 $14.7K - $16.2K
968 $216M
VTV
Vanguard Value ETF

ETFs
-1.22K
- 8.12%
$159.75 - $174.57 $194K - $212K
13.7K $2.4B
WCN
Waste Connections, Inc.

Industrials
-32
- 1.68%
$173.92 - $186.5 $5.57K - $5.97K
1.88K $335M
MDLZ
Mondelez International, Inc.

Consumer Defensive
-1.17K
- 10.49%
$64.35 - $75.71 $75.2K - $88.5K
9.98K $735M
RELX
Relx PLC

Communication Services
-341
- 2.47%
$44.1 - $48.86 $15K - $16.7K
13.5K $639M
EFA
Ishares Tr Msci Eafe ETF

ETFs
-920
- 5.85%
$75.32 - $84.37 $69.3K - $77.6K
14.8K $1.24B
CSX
Csx Corp

Industrials
-213
- 1.52%
$32.48 - $35.45 $6.92K - $7.55K
13.8K $476M
MSI
Motorola Solutions, Inc.

Technology
-223
- 12.92%
$385.65 - $450.49 $86K - $100K
1.5K $676M
Activity Summary
Buys All Purchases 161 New Holdings 41 Increased Positions 120 Sells All Sells 113 Reductions 113 Sold out 0 Options Calls 0 Puts 0
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