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
SNOW
Snowflake Inc.

Technology
22.4K
+ 411.98%
$191.73 - $241.0 $4.3M - $5.41M
27.9K $6.29B
Lam Research Corp
31.9K
+ 146.96%
N/A
53.6K $7.18B
XOM
Exxon Mobil Corp

Energy
42.4K
+ 96.95%
$105.83 - $117.22 $4.49M - $4.97M
86.2K $9.71B
PLTR
Palantir Technologies Inc.

Technology
23.1K
+ 139.58%
$130.68 - $186.97 $3.02M - $4.32M
39.7K $7.24B
MS
Morgan Stanley

Financial Services
28.7K
+ 132.39%
$139.09 - $161.16 $3.98M - $4.62M
50.3K $7.99B
WRBY
Warby Parker Inc.

Healthcare
179K
New
$21.37 - $28.56 $3.82M - $5.1M
179K $4.93B
UNH
Unitedhealth Group Inc

Healthcare
12.3K
+ 69.92%
$237.77 - $353.61 $2.93M - $4.35M
29.9K $10.3B
IEMG
Ishares Inc

ETFs
70.2K
New
N/A
70.2K $4.62B
DGRO
Ishares Core Dividend Growth E

ETFs
67.1K
+ 1073.12%
$64.12 - $68.08 $4.3M - $4.57M
73.4K $4.99B
ASAN
Asana, Inc.

Technology
343K
+ 557.33%
$12.8 - $15.35 $4.39M - $5.27M
405K $5.41B
ICE
Intercontinental Exchange, Inc.

Financial Services
28.2K
+ 145.17%
$167.28 - $188.45 $4.72M - $5.32M
47.7K $8.03B
BMY
Bristol Myers Squibb CO

Healthcare
97.9K
+ 1077.67%
$43.31 - $48.98 $4.24M - $4.8M
107K $4.83B
PWR
Quanta Services, Inc.

Industrials
9.79K
+ 106.68%
$372.29 - $421.68 $3.64M - $4.13M
19K $7.86B
SHYG
Ishares 0 5 Year High Yield CO

ETFs
96.7K
+ 237.01%
$42.75 - $43.37 $4.13M - $4.19M
138K $5.96B
COF
Capital One Financial Corp

Financial Services
19.6K
+ 154.46%
$207.29 - $229.74 $4.07M - $4.51M
32.4K $6.88B
ISRG
Intuitive Surgical Inc

Healthcare
11.1K
+ 123.64%
$433.66 - $544.47 $4.79M - $6.02M
20K $8.94B
Linde PLC
8.36K
+ 93.55%
N/A
17.3K $8.21B
COIN
Coinbase Global, Inc.

Technology
11.6K
+ 931.69%
$297.99 - $419.78 $3.44M - $4.85M
12.8K $4.32B
PEP
Pepsico Inc

Consumer Defensive
25.4K
+ 69.34%
$133.81 - $152.16 $3.4M - $3.87M
62.1K $8.72B
ETN
Eaton Corp PLC

Industrials
9.94K
+ 112.03%
$342.99 - $392.76 $3.41M - $3.91M
18.8K $7.04B
BAC
Bank Of America Corp

Financial Services
66.3K
+ 71.93%
$44.92 - $52.42 $2.98M - $3.48M
159K $8.18B
Tidal Trust Iii
144K
New
N/A
144K $3.8B
MRK
Merck & Co., Inc.

Healthcare
43.8K
+ 194.16%
$77.6 - $87.37 $3.4M - $3.83M
66.4K $5.57B
Blackrock Inc
2.97K
+ 152.75%
N/A
4.92K $5.73B
AVUV
American Centy ETF Tr Avantis

ETFs
36K
+ 745.27%
$90.37 - $102.12 $3.25M - $3.68M
40.8K $4.06B
WFC
Wells Fargo & Company

Financial Services
41.5K
+ 108.3%
$77.05 - $85.16 $3.2M - $3.53M
79.8K $6.69B
DUOL
Duolingo, Inc.

Technology
14.1K
+ 132.87%
$271.18 - $403.06 $3.83M - $5.69M
24.7K $7.96B
VIG
Vanguard Dividend Appreciation

ETFs
14.3K
+ 35.67%
N/A
54.4K $11.7B
BKNG
Booking Holdings Inc.

Consumer Cyclical
726
+ 70.83%
$5364.25 - $5815.92 $3.89M - $4.22M
1.75K $9.45B
PLD
Prologis, Inc.

Real Estate
26.9K
+ 64.78%
$104.08 - $115.35 $2.8M - $3.1M
68.3K $7.82B
ADI
Analog Devices Inc

Technology
13.2K
+ 93.74%
$220.68 - $255.63 $2.92M - $3.38M
27.3K $6.72B
TXN
Texas Instruments Inc

Technology
22.3K
+ 69.92%
N/A
54.1K $9.94B
BRK-A
Berkshire Hathaway Inc

Financial Services
4
+ 36.36%
$692600.0 - $759798.0 $2.77M - $3.04M
15 $11.3B
GS
Goldman Sachs Group Inc

Financial Services
3.72K
+ 105.92%
$696.56 - $806.32 $2.59M - $3M
7.23K $5.76B
RTX
Raytheon Technologies Corp

Industrials
16.3K
+ 73.8%
$144.19 - $167.33 $2.36M - $2.73M
38.5K $6.44B
GE
General Electric CO

Industrials
9.55K
+ 127.64%
$244.75 - $305.63 $2.34M - $2.92M
17K $5.12B
RBLX
Roblox Corp

Communication Services
22.3K
+ 788.27%
$100.65 - $141.56 $2.25M - $3.16M
25.1K $3.48B
LOW
Lowes Companies Inc

Consumer Cyclical
11.8K
+ 152.39%
$215.01 - $273.02 $2.53M - $3.21M
19.5K $4.89B
ADBE
Adobe Inc.

Technology
9.33K
+ 177.74%
$333.65 - $392.1 $3.11M - $3.66M
14.6K $5.14B
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
6.6K
+ 29.32%
$224.68 - $282.71 $1.48M - $1.87M
29.1K $8.13B
PG
Procter & Gamble CO

Consumer Defensive
20.6K
+ 84.68%
$150.47 - $161.22 $3.1M - $3.32M
45K $6.91B
BA
Boeing CO

Industrials
13.8K
+ 471.2%
$209.79 - $237.38 $2.9M - $3.28M
16.7K $3.61B
UNP
Union Pacific Corp

Industrials
12.3K
+ 93.48%
$214.91 - $237.16 $2.64M - $2.92M
25.5K $6.02B
MCK
Mckesson Corp

Healthcare
3.61K
+ 90.97%
$659.01 - $772.54 $2.38M - $2.79M
7.57K $5.85B
CTAS
Cintas Corp

Industrials
15.1K
+ 115.01%
$199.29 - $226.27 $3M - $3.41M
28.2K $5.78B
KKR
Kkr & Co. Inc.

Financial Services
22.4K
+ 128.67%
$129.95 - $152.16 $2.91M - $3.41M
39.8K $5.17B
SQ
Block, Inc.

Technology
36.6K
+ 88.32%
N/A
78K $5.64B
INTU
Intuit Inc

Technology
4.69K
+ 127.46%
$646.03 - $807.39 $3.03M - $3.79M
8.38K $5.72B
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
48.4K
New
$53.81 - $57.52 $2.6M - $2.78M
48.4K $2.78B
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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