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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$271B
$57.3 Billion 10.52% of portfolio
213,600
Q1 2025 Added 0.25%
$3.22T
$24.6 Billion 4.52% of portfolio
110,935
Q1 2025 Added 1.63%
$3.65T
$19.4 Billion 3.56% of portfolio
51,633
Q1 2025 Reduced 4.2%
$1.02T
$15.5 Billion 2.85% of portfolio
99,389
Q1 2025 Reduced 1.31%
$0
$15.4 Billion 2.82% of portfolio
27,497
Q1 2025 Added 0.96%
$2.17T
$8.68 Billion 1.59% of portfolio
45,604
Q1 2025 Reduced 4.38%
Tcw ETF Trust
-
$8.43 Billion 1.55% of portfolio
-
Q1 2025 Reduced 21.71%
$369B
$8.41 Billion 1.54% of portfolio
77,592
Q1 2025 Reduced 13.43%
$0
$8.2 Billion 1.5% of portfolio
42,255
Q1 2025 Reduced 3.81%
$0
$8.06 Billion 1.48% of portfolio
29,340
Q1 2025 Added 3.21%
$0
$7.99 Billion 1.47% of portfolio
15,540
Q1 2025 Reduced 1.51%
$0
$7.9 Billion 1.45% of portfolio
21,309
Q1 2025 Added 10.31%
$825B
$7.73 Billion 1.42% of portfolio
31,526
Q1 2025 Added 2.72%
$996B
$7.64 Billion 1.4% of portfolio
49,422
Q1 2025 Reduced 0.91%
$0
$7.41 Billion 1.36% of portfolio
79,834
Q3 2024 Added 0.08%
$51.9B
$7.33 Billion 1.35% of portfolio
24,508
Q1 2025 Added 0.96%
$0
$7.02 Billion 1.29% of portfolio
40,509
Q1 2025 Reduced 1.14%
$0
$6.53 Billion 1.2% of portfolio
130,933
Q1 2025 Reduced 1.97%
$1.6T
$5.64 Billion 1.03% of portfolio
9,779
Q1 2025 Added 9.67%
$0
$5.49 Billion 1.01% of portfolio
42,595
Q1 2025 Reduced 3.16%
$0
$5.21 Billion 0.96% of portfolio
49,858
Q1 2025 Reduced 0.05%
$0
$5.14 Billion 0.94% of portfolio
10,964
Q1 2025 Reduced 0.21%
$286B
$4.96 Billion 0.91% of portfolio
9,474
Q1 2025 Reduced 0.92%
$444B
$4.79 Billion 0.88% of portfolio
6
Q4 2024 New
$0
$4.58 Billion 0.84% of portfolio
45,905
Q1 2025 Added 0.47%
$0
$4.27 Billion 0.78% of portfolio
26,579
Q1 2025 Reduced 0.97%
$532B
$4.18 Billion 0.77% of portfolio
7,624
Q1 2025 Reduced 2.43%
$0
$4.17 Billion 0.76% of portfolio
62,817
Q1 2025 Added 2.62%
$3.42B
$4.02 Billion 0.74% of portfolio
193,227
Q2 2024 New
$71.5B
$3.81 Billion 0.7% of portfolio
24,846
Q1 2025 Added 8.0%
$145B
$3.79 Billion 0.7% of portfolio
31,109
Q1 2025 Added 4.9%
$266B
$3.77 Billion 0.69% of portfolio
42,953
Q1 2025 Added 0.51%
$0
$3.66 Billion 0.67% of portfolio
35,794
Q1 2025 Reduced 2.85%
$286B
$3.6 Billion 0.66% of portfolio
13,491
Q1 2025 Added 6.2%
$0
$3.52 Billion 0.65% of portfolio
13,616
Q1 2025 Reduced 2.76%
$119B
$3.44 Billion 0.63% of portfolio
11,395
Q1 2025 Added 6.68%
$575B
$3.37 Billion 0.62% of portfolio
9,622
Q1 2025 Reduced 11.4%
$12.8B
$3.27 Billion 0.6% of portfolio
86,477
Q1 2025 Added 1.75%
$226B
$3.16 Billion 0.58% of portfolio
5,781
Q1 2025 Reduced 6.46%
$642B
$3.06 Billion 0.56% of portfolio
5,745
Q1 2025 Added 1.97%
$281B
$3.07 Billion 0.56% of portfolio
18,372
Q1 2025 Added 0.93%
$0
$2.96 Billion 0.54% of portfolio
58,208
Q1 2025 Reduced 0.79%
$0
$2.91 Billion 0.53% of portfolio
25,069
Q4 2024 Added 0.0%
Blackrock ETF Trust Ii
-
$2.65 Billion 0.49% of portfolio
-
Q1 2025 New
Arista Networks Inc
-
$2.69 Billion 0.49% of portfolio
-
Q1 2025 Added 715.23%
$203B
$2.6 Billion 0.48% of portfolio
28,977
Q1 2025 Added 4.43%
$739B
$2.62 Billion 0.48% of portfolio
3,173
Q1 2025 Reduced 2.19%
$181B
$2.62 Billion 0.48% of portfolio
17,475
Q1 2025 Added 7.13%
$0
$2.6 Billion 0.48% of portfolio
4,634
Q1 2025 Added 0.22%

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
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