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 Market Cap. of $10 Billions to $200 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$119B
$301 Million 0.06% of portfolio
9,539
Q1 2025 Reduced 14.06%
$58.3B
$293 Million 0.05% of portfolio
2,494
Q1 2025 Added 0.4%
$25.7B
$276 Million 0.05% of portfolio
9,576
Q1 2025 Reduced 29.5%
$183B
$284 Million 0.05% of portfolio
6,251
Q1 2025 Added 16.95%
$50.9B
$275 Million 0.05% of portfolio
1,410
Q1 2025 Reduced 15.01%
$24.5B
$264 Million 0.05% of portfolio
1,543
Q1 2025 New
$41.8B
$282 Million 0.05% of portfolio
1,347
Q1 2025 Added 16.93%
$85.2B
$298 Million 0.05% of portfolio
696
Q1 2025 Reduced 18.98%
$85.7B
$277 Million 0.05% of portfolio
2,875
Q1 2025 Added 10.36%
$26.1B
$265 Million 0.05% of portfolio
1,205
Q1 2025 New
$72.7B
$254 Million 0.05% of portfolio
1,001
Q1 2025 New
$102B
$282 Million 0.05% of portfolio
419
Q1 2025 Reduced 9.5%
$99.3B
$273 Million 0.05% of portfolio
628
Q1 2025 Added 7.35%
$24.5B
$252 Million 0.05% of portfolio
2,765
Q1 2025 New
$130B
$219 Million 0.04% of portfolio
3,094
Q1 2025 New
$55.2B
$205 Million 0.04% of portfolio
1,878
Q1 2025 New
$10.5B
$227 Million 0.04% of portfolio
15,962
Q1 2025 Added 9.12%
$87.1B
$228 Million 0.04% of portfolio
159
Q1 2025 New
$128B
$219 Million 0.04% of portfolio
451
Q1 2025 New
$54.1B
$224 Million 0.04% of portfolio
1,083
Q1 2025 New
$29.4B
$237 Million 0.04% of portfolio
1,106
Q1 2025 Added 9.61%
$12.4B
$241 Million 0.04% of portfolio
8,494
Q1 2025 New
$99.1B
$232 Million 0.04% of portfolio
2,528
Q1 2025 New
$31B
$200 Million 0.04% of portfolio
2,929
Q1 2025 Added 6.82%
$28.5B
$226 Million 0.04% of portfolio
1,253
Q1 2025 Reduced 11.07%
$144B
$227 Million 0.04% of portfolio
1,105
Q1 2025 Reduced 3.83%
$102B
$212 Million 0.04% of portfolio
646
Q1 2025 New
$30.3B
$233 Million 0.04% of portfolio
1,304
Q1 2025 Added 8.4%
$96.5B
$219 Million 0.04% of portfolio
1,567
Q1 2025 Added 0.58%
$46.1B
$239 Million 0.04% of portfolio
942
Q1 2025 Reduced 3.88%
$112B
$232 Million 0.04% of portfolio
952
Q1 2025 Reduced 3.64%
$25B
$29 Million 0.01% of portfolio
13,018
Q1 2025 Reduced 61.51%

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
Track This Portfolio

Track Catalytic Wealth Ria, LLC Portfolio

Follow Catalytic Wealth Ria, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Catalytic Wealth Ria, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Catalytic Wealth Ria, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email