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.
Stock Holdings Table Market Cap. of $50 Millions to $300 Millions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
|---|
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