Catalytic Wealth Ria, LLC Purchases in Q3 2025

Catalytic Wealth Ria, LLC

  • $3.04 Trillion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
VXF
Vanguard Extended Market ETF

ETFs
1.35K
New
$193.58 - $213.07 $260K - $287K
1.35K $282M
TRGP
Targa Resources Corp.

Energy
1.74K
+ 119.22%
$160.52 - $174.4 $279K - $303K
3.19K $535M
PRU
Prudential Financial Inc

Financial Services
2.78K
+ 134.32%
$100.68 - $109.89 $280K - $305K
4.85K $503M
Aptiv PLC
3.25K
New
N/A
3.25K $280M
TROW
Price T Rowe Group Inc

Financial Services
2.6K
+ 113.12%
$98.67 - $111.52 $256K - $289K
4.89K $502M
NPK
National Presto Industries Inc

Industrials
2.5K
New
$95.36 - $116.43 $238K - $291K
2.5K $280M
BIIB
Biogen Inc.

Healthcare
2K
New
$122.68 - $148.84 $245K - $298K
2K $280M
EMN
Eastman Chemical CO

Basic Materials
4.44K
New
$58.79 - $81.56 $261K - $362K
4.44K $280M
NWS
News Corp New Cl B Com Stk (De

Communication Services
8.1K
New
$31.68 - $35.17 $257K - $285K
8.1K $280M
TXG
10x Genomics, Inc.

Healthcare
23.9K
New
$11.34 - $14.64 $271K - $350K
23.9K $280M
UNM
Unum Group

Financial Services
3.69K
+ 109.8%
$68.55 - $82.12 $253K - $303K
7.04K $548M
PWZ
Invesco California Amt Free Mu

ETFs
11.5K
New
$22.77 - $24.07 $262K - $277K
11.5K $275M
Rubrik Inc.
3.35K
New
N/A
3.35K $275M
ELAN
Elanco Animal Health Inc

Healthcare
13.6K
New
$13.68 - $20.14 $186K - $273K
13.6K $273M
IBN
Icici Bank LTD

Financial Services
10K
+ 114.05%
$30.23 - $34.41 $303K - $344K
18.8K $568M
DRVN
Driven Brands Holdings Inc.

Consumer Cyclical
16.9K
New
$16.03 - $19.21 $271K - $324K
16.9K $272M
CLX
Clorox CO

Consumer Defensive
2.21K
New
$117.67 - $131.43 $260K - $290K
2.21K $272M
SCHG
Schwab Strategic Tr Us Large C

ETFs
6.47K
+ 26.76%
$28.92 - $32.19 $187K - $208K
30.7K $978M
OXY
Occidental Petroleum Corp

Energy
5.19K
+ 103.2%
$42.54 - $48.1 $221K - $250K
10.2K $483M
PKG
Packaging Corp Of America

Consumer Cyclical
1.24K
New
$191.41 - $220.25 $237K - $273K
1.24K $270M
VICI
Vici Properties Inc.

Real Estate
8.24K
+ 60.27%
$31.43 - $33.93 $259K - $280K
21.9K $715M
MTG
Mgic Investment Corp

Financial Services
9.48K
New
$25.06 - $28.92 $237K - $274K
9.48K $269M
QRVO
Qorvo, Inc.

Technology
2.95K
New
$83.6 - $96.31 $247K - $284K
2.95K $269M
OKE
Oneok Inc

Energy
3.64K
New
$71.36 - $83.47 $260K - $304K
3.64K $266M
ONEQ
Fidelity Nasdaq Composite Inde

ETFs
2.95K
New
$79.52 - $89.63 $235K - $265K
2.95K $263M
Listed Fds Tr
3.02K
+ 42.39%
N/A
10.1K $658M
ALC
Alcon Inc

Healthcare
3.52K
New
$73.24 - $92.22 $258K - $325K
3.52K $263M
PEG
Public Service Enterprise Group Inc

Utilities
3.17K
+ 99.13%
$79.99 - $90.14 $254K - $286K
6.37K $532M
MSM
Msc Industrial Direct CO Inc

Industrials
2.83K
New
$84.9 - $92.9 $241K - $263K
2.83K $261M
AVY
Avery Dennison Corp

Industrials
1.61K
New
$158.71 - $184.63 $255K - $297K
1.61K $261M
WAT
Waters Corp

Healthcare
870
New
$277.72 - $357.04 $242K - $311K
870 $261M
MSCI
Msci Inc.

Financial Services
466
+ 117.97%
$526.48 - $588.0 $245K - $274K
861 $489M
LFUS
Littelfuse Inc

Technology
1K
New
$228.23 - $271.17 $229K - $272K
1K $260M
CTRE
Care Trust Reit, Inc.

Real Estate
7.49K
New
$30.29 - $34.8 $227K - $261K
7.49K $260M
IVZ
Invesco Ltd.

Financial Services
11.3K
New
$16.17 - $23.0 $183K - $260K
11.3K $260M
CBOE
Cboe Global Markets, Inc.

Financial Services
1.06K
New
$231.35 - $253.24 $245K - $268K
1.06K $259M
CFR
Cullen/Frost Bankers, Inc.

Financial Services
2.05K
New
$122.0 - $138.74 $250K - $284K
2.05K $259M
IEUR
Ishares Tr Ishares Core Msci E

ETFs
3.81K
New
$64.17 - $68.19 $244K - $260K
3.81K $259M
CMS
Cms Energy Corp

Utilities
3.54K
New
$69.37 - $74.67 $245K - $264K
3.54K $259M
KHC
Kraft Heinz CO

Consumer Defensive
9.93K
New
$25.63 - $28.94 $254K - $287K
9.93K $258M
ESGD
Ishares Trust Ishares Esg Awar

ETFs
1.53K
+ 4.97%
$87.05 - $93.19 $133K - $143K
32.3K $3.01B
WEN
Wendy'S CO

Consumer Cyclical
28.1K
New
$9.09 - $11.88 $255K - $333K
28.1K $257M
ARES
Ares Management Corp

Financial Services
1.61K
New
$159.89 - $192.76 $257K - $310K
1.61K $257M
PFG
Principal Financial Group Inc

Financial Services
3.09K
New
$75.53 - $82.95 $234K - $257K
3.09K $257M
RPRX
Royalty Pharma PLC

Healthcare
7.25K
New
$34.9 - $37.91 $253K - $275K
7.25K $256M
HDV
Ishares Core High Dividend ETF

ETFs
2K
+ 105.09%
$118.16 - $123.66 $237K - $248K
3.91K $479M
STWD
Starwood Property Trust, Inc.

Real Estate
13.2K
New
$19.37 - $20.97 $255K - $277K
13.2K $255M
AKAM
Akamai Technologies Inc

Technology
3.37K
New
N/A
3.37K $255M
Solventum Corp
3.47K
New
N/A
3.47K $254M
Activity Summary
Buys All Purchases 777 New Holdings 332 Increased Positions 445 Sells All Sells 53 Reductions 53 Sold out 0 Options Calls 0 Puts 0
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