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
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