Catalytic Wealth Ria, LLC has filed its 13F form on July 31, 2024 for Q2 2024 where it was disclosed a total value porftolio of $507 Billion distributed in 268 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Salesforce, Inc. with a value of $62.1B, Microsoft Corp with a value of $33B, Apple Inc. with a value of $22.4B, Alphabet Inc. with a value of $18.9B, and Spdr S&P 500 ETF Trust with a value of $15.5B.
Examining the 13F form we can see an increase of $6.92B in the current position value, from $500B to 507B.
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
$507 Billion
ETFs: $176 Billion
Technology: $152 Billion
Communication Services: $36.5 Billion
Healthcare: $29.7 Billion
Financial Services: $25.7 Billion
Consumer Cyclical: $21.9 Billion
Real Estate: $21.1 Billion
Industrials: $17 Billion
Other: $23.3 Billion
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions