Catalytic Wealth Ria, LLC Portfolio Holdings

Catalytic Wealth Ria, LLC

  • $545 Billion
  • Q1 2025

Catalytic Wealth Ria, LLC has filed its 13F form on May 12, 2025 for Q1 2025 where it was disclosed a total value porftolio of $545 Billion distributed in 305 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Salesforce, Inc. with a value of $57.3B, Apple Inc. with a value of $24.6B, Microsoft Corp with a value of $19.4B, Alphabet Inc. with a value of $15.5B, and Spdr S&P 500 ETF Trust with a value of $15.4B.

Examining the 13F form we can see an decrease of $24.1B in the current position value, from $569B to 545B.

Catalytic Wealth Ria, LLC is based out at Cambridge, MA

Below you can find more details about Catalytic Wealth Ria, LLC portfolio as well as his latest detailed transactions.

Portfolio value $545 Billion
ETFs: $187 Billion
Technology: $133 Billion
Financial Services: $39.3 Billion
Communication Services: $34.4 Billion
Real Estate: $31.6 Billion
Healthcare: $30.9 Billion
Consumer Cyclical: $21.2 Billion
Industrials: $15.8 Billion
Other: $25.1 Billion

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$277B
$57.3 Billion 10.52% of portfolio
213,600
Q1 2025 Added 0.25%
$3.22T
$24.6 Billion 4.52% of portfolio
110,935
Q1 2025 Added 1.63%
$3.43T
$19.4 Billion 3.56% of portfolio
51,633
Q1 2025 Reduced 4.2%
$1.06T
$15.5 Billion 2.85% of portfolio
99,389
Q1 2025 Reduced 1.31%
$2.1T
$8.68 Billion 1.59% of portfolio
45,604
Q1 2025 Reduced 4.38%
$338B
$8.41 Billion 1.54% of portfolio
77,592
Q1 2025 Reduced 13.43%
$778B
$7.73 Billion 1.42% of portfolio
31,526
Q1 2025 Added 2.72%
$1.01T
$7.64 Billion 1.4% of portfolio
49,422
Q1 2025 Reduced 0.91%
$52.7B
$7.33 Billion 1.35% of portfolio
24,508
Q1 2025 Added 0.96%
$1.41T
$5.64 Billion 1.03% of portfolio
9,779
Q1 2025 Added 9.67%
$276B
$4.96 Billion 0.91% of portfolio
9,474
Q1 2025 Reduced 0.92%
$456B
$4.79 Billion 0.88% of portfolio
6
Q4 2024 New
$548B
$4.18 Billion 0.77% of portfolio
7,624
Q1 2025 Reduced 2.43%
$3.75B
$4.02 Billion 0.74% of portfolio
193,227
Q2 2024 New
$70.7B
$3.81 Billion 0.7% of portfolio
24,846
Q1 2025 Added 8.0%
$149B
$3.79 Billion 0.7% of portfolio
31,109
Q1 2025 Added 4.9%
$303B
$3.6 Billion 0.66% of portfolio
13,491
Q1 2025 Added 6.2%
$120B
$3.44 Billion 0.63% of portfolio
11,395
Q1 2025 Added 6.68%
$587B
$3.37 Billion 0.62% of portfolio
9,622
Q1 2025 Reduced 11.4%
$13.1B
$3.27 Billion 0.6% of portfolio
86,477
Q1 2025 Added 1.75%
$210B
$3.16 Billion 0.58% of portfolio
5,781
Q1 2025 Reduced 6.46%
$655B
$3.06 Billion 0.56% of portfolio
5,745
Q1 2025 Added 1.97%
$270B
$3.07 Billion 0.56% of portfolio
18,372
Q1 2025 Added 0.93%
$197B
$2.6 Billion 0.48% of portfolio
28,977
Q1 2025 Added 4.43%
$689B
$2.62 Billion 0.48% of portfolio
3,173
Q1 2025 Reduced 2.19%
$181B
$2.62 Billion 0.48% of portfolio
17,475
Q1 2025 Added 7.13%
$108B
$2.5 Billion 0.46% of portfolio
27,835
Q1 2025 Added 6.47%
$450B
$2.48 Billion 0.46% of portfolio
2,622
Q1 2025 Reduced 0.57%
$158B
$2.41 Billion 0.44% of portfolio
4,848
Q1 2025 Reduced 4.27%
$262B
$2.42 Billion 0.44% of portfolio
39,176
Q1 2025 Added 1.34%
$101B
$2.33 Billion 0.43% of portfolio
6,911
Q1 2025 Added 0.04%
$99.5B
$2.3 Billion 0.42% of portfolio
10,589
Q1 2025 Added 6.8%
$177B
$2.17 Billion 0.4% of portfolio
12,061
Q1 2025 Added 7.64%
$220B
$2.13 Billion 0.39% of portfolio
29,000
Q1 2025 Reduced 2.05%
$197B
$1.81 Billion 0.33% of portfolio
13,680
Q1 2025 Added 0.34%
$167B
$1.75 Billion 0.32% of portfolio
11,399
Q1 2025 Added 9.92%
$98.4B
$1.61 Billion 0.3% of portfolio
14,389
Q1 2025 Added 3.41%
-
$1.61 Billion 0.3% of portfolio
-
Q1 2025 New
$328B
$1.6 Billion 0.29% of portfolio
7,642
Q1 2025 Added 5.48%
$355B
$1.52 Billion 0.28% of portfolio
36,358
Q1 2025 Added 1.76%
$152B
$1.54 Billion 0.28% of portfolio
7,296
Q1 2025 Reduced 0.36%
$401B
$1.51 Billion 0.28% of portfolio
9,098
Q1 2025 Added 0.32%
$149B
$1.46 Billion 0.27% of portfolio
4,673
Q1 2025 Added 4.68%
$63.4B
$1.49 Billion 0.27% of portfolio
52,186
Q1 2025 Added 1.41%
$398B
$1.45 Billion 0.27% of portfolio
8,521
Q1 2025 Added 4.85%
$49.1B
$1.4 Billion 0.26% of portfolio
9,758
Q1 2025 Added 8.37%
$43.5B
$1.3 Billion 0.24% of portfolio
12,506
Q1 2025 Added 13.41%
$52.4B
$1.33 Billion 0.24% of portfolio
8,011
Q1 2025 Added 8.14%
$1.03T
$1.24 Billion 0.23% of portfolio
7,469
Q1 2025 Reduced 14.88%

Summary

  • Portfolio
  • No. of Stocks 305
  • Current Value $545 Billion
  • Prior Value $569 Billion
  • Filing
  • Period Q1 2025
  • Filing Date May 12, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 41 stocks
  • Additional Purchases 141 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 101 stocks
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