Catalytic Wealth Ria, LLC Incresed Positions in Q4 2024

Catalytic Wealth Ria, LLC

  • $569 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
NEA
Nuveen Amt Free Quality Municipal Income Fund

Financial Services
8.91K
+ 14.3%
$11.1 - $12.03 $98.9K - $107K
71.2K $803M
UDR
Udr, Inc.

Real Estate
1.6K
+ 21.29%
$41.3 - $46.33 $65.9K - $73.9K
9.09K $395M
BMY
Bristol Myers Squibb CO

Healthcare
239
+ 2.99%
$51.92 - $59.94 $12.4K - $14.3K
8.24K $466M
HST
Host Hotels & Resorts, Inc.

Real Estate
3K
+ 25.75%
$17.24 - $19.07 $51.6K - $57.1K
14.6K $256M
FTNT
Fortinet, Inc.

Technology
1
+ 0.04%
$76.49 - $99.21 $76.5 - $99.2
2.61K $246M
VICI
Vici Properties Inc.

Real Estate
3.85K
+ 21.98%
$28.27 - $33.19 $109K - $128K
21.4K $624M
QUAL
Ishares Msci Usa Quality Facto

ETFs
231
+ 4.93%
$176.42 - $186.91 $40.8K - $43.2K
4.92K $876M
KIM
Kimco Realty Corp

Real Estate
1.25K
+ 9.89%
$22.75 - $25.78 $28.5K - $32.3K
13.9K $326M
ILMN
Illumina, Inc.

Healthcare
154
+ 9.45%
$128.99 - $155.15 $19.9K - $23.9K
1.78K $238M
SPGP
Invesco Exchange Traded Fd Tr

ETFs
137
+ 0.3%
$103.6 - $112.52 $14.2K - $15.4K
45.7K $4.79B
IBMN
Ishares Tr Ibonds Dec 2025 Ter

ETFs
930
+ 3.27%
$26.55 - $26.67 $24.7K - $24.8K
29.4K $782M
Canadian Pacific Kansas City
2.22K
+ 20.71%
N/A
12.9K $935M
IBMO
Ishares Tr Ibonds December 202

ETFs
967
+ 3.26%
$25.4 - $25.62 $24.6K - $24.8K
30.6K $780M
UNP
Union Pacific Corp

Industrials
216
+ 12.31%
$223.15 - $249.32 $48.2K - $53.9K
1.97K $449M
EXR
Extra Space Storage Inc.

Real Estate
629
+ 24.82%
$142.35 - $178.32 $89.5K - $112K
3.16K $473M
IBMP
Ishares Tr Ibonds December 202

ETFs
972
+ 3.25%
$25.08 - $25.43 $24.4K - $24.7K
30.9K $776M
IBMQ
Ishares Tr Ibonds Dec 2028 Ter

ETFs
966
+ 3.25%
$25.06 - $25.59 $24.2K - $24.7K
30.7K $774M
Ishares Tr
968
+ 3.24%
N/A
30.9K $771M
IWO
Ishares Russell 2000 Gwt ETF

ETFs
10
+ 0.74%
$278.19 - $315.36 $2.78K - $3.15K
1.36K $392M
EOG
Eog Resources Inc

Energy
25
+ 1.01%
$118.22 - $136.54 $2.96K - $3.41K
2.49K $306M
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
20
+ 2.07%
$209.89 - $233.24 $4.2K - $4.66K
988 $210M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
6.69K
+ 200.0%
$26.93 - $84.95 $180K - $568K
10K $274M
WM
Waste Management Inc

Industrials
4
+ 0.17%
$201.79 - $228.46 $807 - $914
2.31K $465M
GIS
General Mills Inc

Consumer Defensive
264
+ 8.56%
$62.78 - $74.62 $16.6K - $19.7K
3.35K $214M
ELS
Equity Lifestyle Properties Inc

Real Estate
139
+ 2.51%
$66.06 - $72.51 $9.18K - $10.1K
5.68K $378M
CAT
Caterpillar Inc

Industrials
40
+ 3.57%
$360.37 - $416.88 $14.4K - $16.7K
1.16K $421M
ADBE
Adobe Inc.

Technology
61
+ 9.9%
$437.39 - $552.96 $26.7K - $33.7K
677 $301M
SCHG
Schwab Strategic Tr Us Large C

ETFs
13.7K
+ 261.37%
$25.93 - $105.3 $356K - $1.44M
19K $529M
ORCL
Oracle Corp

Technology
56
+ 0.64%
$165.41 - $192.43 $9.26K - $10.8K
8.8K $1.47B
VZ
Verizon Communications Inc

Communication Services
17
+ 0.32%
$39.6 - $45.21 $673 - $769
5.35K $214M
LHX
L3 Harris Technologies, Inc.

Industrials
11
+ 0.96%
$208.94 - $264.22 $2.3K - $2.91K
1.15K $242M
TER
Teradyne, Inc

Technology
79
+ 1.54%
$102.58 - $133.62 $8.1K - $10.6K
5.2K $655M
ADI
Analog Devices Inc

Technology
7
+ 0.34%
$206.35 - $236.48 $1.44K - $1.66K
2.05K $436M
AMH
American Homes 4 Rent

Real Estate
1.05K
+ 1.25%
$35.02 - $39.25 $36.7K - $41.2K
85K $3.18B
VT
Vanguard Total World Stk Index

ETFs
1
+ 0.0%
$117.09 - $123.07 $117 - $123
25.1K $2.95B
MCD
Mcdonalds Corp

Consumer Cyclical
12
+ 0.29%
$288.47 - $316.54 $3.46K - $3.8K
4.09K $1.19B
SCHV
Schwab Strategic Tr Us Large C

ETFs
6.84K
+ 154.74%
$25.79 - $80.4 $176K - $550K
11.3K $293M
VTV
Vanguard Value ETF

ETFs
5
+ 0.04%
$168.32 - $181.87 $842 - $909
13.8K $2.33B
TTE
Total Energies Se

Energy
61
+ 0.73%
N/A
8.37K $456M
Gsk PLC
353
+ 2.58%
N/A
14K $474M
LMT
Lockheed Martin Corp

Industrials
12
+ 1.2%
$479.66 - $614.62 $5.76K - $7.38K
1.01K $491M
BUD
Anheuser Busch In Bev Sa

Consumer Defensive
1.08K
+ 11.5%
$49.78 - $66.55 $53.9K - $72.1K
10.5K $526M
JNJ
Johnson & Johnson

Healthcare
354
+ 4.06%
$143.34 - $165.86 $50.7K - $58.7K
9.07K $1.31B
KO
Coca Cola CO

Consumer Defensive
93
+ 0.82%
$61.74 - $71.71 $5.74K - $6.67K
11.4K $708M
MDLZ
Mondelez International, Inc.

Consumer Defensive
273
+ 2.74%
$59.25 - $72.99 $16.2K - $19.9K
10.3K $612M
ZTS
Zoetis Inc.

Healthcare
34
+ 0.85%
$162.24 - $194.42 $5.52K - $6.61K
4.03K $656M
PHG
Koninklijke Philips Nv

Healthcare
259
+ 1.39%
$24.71 - $32.66 $6.4K - $8.46K
18.9K $478M
VEA
Vanguard Ftse Developed Market

ETFs
612
+ 1.81%
$47.57 - $52.44 $29.1K - $32.1K
34.4K $1.65B
AMGN
Amgen Inc

Healthcare
220
+ 5.18%
$258.78 - $328.31 $56.9K - $72.2K
4.46K $1.16B
Activity Summary
Buys All Purchases 130 New Holdings 28 Increased Positions 102 Sells All Sells 140 Reductions 140 Sold out 0 Options Calls 0 Puts 0
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