Catalytic Wealth Ria, LLC Portfolio Holdings

Catalytic Wealth Ria, LLC

  • $573 Billion
  • Q3 2024

Catalytic Wealth Ria, LLC has filed its 13F form on November 04, 2024 for Q3 2024 where it was disclosed a total value porftolio of $573 Billion distributed in 296 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Salesforce, Inc. with a value of $65.8B, Apple Inc. with a value of $27.2B, Microsoft Corp with a value of $23.8B, Alphabet Inc. with a value of $16.8B, and Spdr S&P 500 ETF Trust with a value of $16.4B.

Examining the 13F form we can see an increase of $66.1B in the current position value, from $507B to 573B.

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 $573 Billion
ETFs: $187 Billion
Technology: $157 Billion
Healthcare: $36.7 Billion
Communication Services: $36 Billion
Financial Services: $32.8 Billion
Real Estate: $27.5 Billion
Consumer Cyclical: $25.9 Billion
Industrials: $21.7 Billion
Other: $27.7 Billion

Stock Holdings Table ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$763 Million 0.13% of portfolio
29,768
Q3 2024 Added 26.85%
$0
$761 Million 0.13% of portfolio
29,903
Q3 2024 Added 26.77%
$0
$758 Million 0.13% of portfolio
29,059
Q3 2024 Added 26.49%
$0
$758 Million 0.13% of portfolio
28,447
Q3 2024 Added 26.55%
$0
$761 Million 0.13% of portfolio
29,674
Q3 2024 Added 26.67%
$0
$700 Million 0.12% of portfolio
8,714
Q3 2024 Reduced 8.12%
$0
$650 Million 0.11% of portfolio
12,715
Q3 2024 New
$0
$610 Million 0.11% of portfolio
6,058
Q3 2024 Added 14.84%
$0
$634 Million 0.11% of portfolio
13,879
Q1 2024 Added 8.12%
$0
$547 Million 0.1% of portfolio
5,250
Q3 2024 Added 122.27%
$0
$492 Million 0.09% of portfolio
7,476
Q3 2024 New
$82.6B
$500 Million 0.09% of portfolio
2,057
Q1 2024 Reduced 74.31%
$0
$433 Million 0.08% of portfolio
4,517
Q3 2024 New
$0
$482 Million 0.08% of portfolio
4,032
Q2 2024 Reduced 0.76%
$0
$482 Million 0.08% of portfolio
6,173
Q3 2024 Reduced 58.55%
$0
$378 Million 0.07% of portfolio
2,867
Q4 2023 New
$0
$384 Million 0.07% of portfolio
1,353
Q3 2024 Reduced 1.81%
$0
$357 Million 0.06% of portfolio
6,753
Q4 2023 New
$0
$315 Million 0.06% of portfolio
5,030
Q3 2024 Added 2.91%
$0
$360 Million 0.06% of portfolio
1,825
Q2 2024 Reduced 3.34%
$0
$366 Million 0.06% of portfolio
6,967
Q4 2023 New
$0
$355 Million 0.06% of portfolio
4,419
Q3 2024 New
$0
$324 Million 0.06% of portfolio
4,074
Q4 2023 New
$0
$283 Million 0.05% of portfolio
3,345
Q4 2023 New
$0
$298 Million 0.05% of portfolio
1,568
Q3 2024 Reduced 1.38%
$0
$290 Million 0.05% of portfolio
2,078
Q3 2024 Added 0.19%
$0
$252 Million 0.04% of portfolio
4,700
Q4 2023 New
$0
$224 Million 0.04% of portfolio
1,907
Q3 2024 Added 0.53%
$0
$235 Million 0.04% of portfolio
4,978
Q1 2024 New
$0
$204 Million 0.04% of portfolio
1,701
Q3 2024 New
$0
$219 Million 0.04% of portfolio
1,423
Q3 2024 New

Summary

  • Portfolio
  • No. of Stocks 296
  • Current Value $573 Billion
  • Prior Value $507 Billion
  • Filing
  • Period Q3 2024
  • Filing Date November 04, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 41 stocks
  • Additional Purchases 120 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 113 stocks
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