Catalytic Wealth Ria, LLC Incresed Positions in Q3 2025

Catalytic Wealth Ria, LLC

  • $3.04 Trillion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
UNH
Unitedhealth Group Inc

Healthcare
12.3K
+ 69.92%
$237.77 - $353.61 $2.93M - $4.35M
29.9K $10.3B
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
CSCO
Cisco Systems, Inc.

Technology
67.5K
+ 102.43%
$66.2 - $71.79 $4.47M - $4.84M
133K $9.12B
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
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
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
MDT
Medtronic PLC

Healthcare
26.1K
+ 77.8%
$87.67 - $95.74 $2.29M - $2.5M
59.7K $5.68B
VUG
Vanguard Growth ETF

ETFs
3.95K
+ 18.91%
$433.97 - $484.08 $1.71M - $1.91M
24.8K $11.9B
DIS
Walt Disney CO

Communication Services
25.4K
+ 145.06%
$112.25 - $124.0 $2.85M - $3.14M
42.8K $4.91B
QCOM
Qualcomm Inc

Technology
15.5K
+ 83.59%
$145.84 - $173.55 $2.26M - $2.68M
34K $5.65B
AMD
Advanced Micro Devices Inc

Technology
15.2K
+ 122.74%
$134.8 - $184.42 $2.04M - $2.8M
27.5K $4.45B
KO
Coca Cola CO

Consumer Defensive
43.1K
+ 108.66%
$65.67 - $71.67 $2.83M - $3.09M
82.7K $5.49B
VEA
Vanguard Ftse Developed Market

ETFs
42.6K
+ 102.46%
$56.02 - $60.3 $2.39M - $2.57M
84.2K $5.05B
CB
Chubb LTD

Financial Services
9.81K
+ 56.57%
$265.99 - $289.59 $2.61M - $2.84M
27.2K $7.67B
MCD
Mcdonalds Corp

Consumer Cyclical
8.25K
+ 89.79%
$291.67 - $316.99 $2.41M - $2.61M
17.4K $5.3B
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
Track This Portfolio

Track Catalytic Wealth Ria, LLC Portfolio

Follow Catalytic Wealth Ria, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Catalytic Wealth Ria, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Catalytic Wealth Ria, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email