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
VTV
Vanguard Value ETF

ETFs
3.46K
+ 25.07%
$175.51 - $186.57 $607K - $645K
17.2K $3.22B
BK
Bank Of New York Mellon Corp

Financial Services
6.48K
+ 172.6%
$90.65 - $109.75 $587K - $711K
10.2K $1.11B
SYK
Stryker Corp

Healthcare
2.33K
+ 69.0%
$368.57 - $403.53 $857K - $939K
5.7K $2.11B
MLM
Martin Marietta Materials Inc

Basic Materials
1.14K
+ 206.15%
$546.36 - $631.12 $623K - $719K
1.69K $1.07B
XEL
Xcel Energy Inc

Utilities
8.68K
+ 243.66%
$67.56 - $80.65 $586K - $700K
12.2K $987M
DE
Deere & CO

Industrials
1.99K
+ 60.41%
$457.26 - $524.37 $910K - $1.04M
5.29K $2.42B
TDG
Trans Digm Group Inc

Industrials
644
+ 117.95%
$1271.04 - $1620.83 $819K - $1.04M
1.19K $1.57B
WMB
Williams Companies, Inc.

Energy
11.4K
+ 73.44%
$56.52 - $64.01 $647K - $733K
27K $1.71B
SHW
Sherwin Williams CO

Basic Materials
2.05K
+ 61.2%
$330.88 - $375.23 $677K - $768K
5.39K $1.87B
AZO
Autozone Inc

Consumer Cyclical
152
+ 147.57%
$3649.42 - $4354.54 $555K - $662K
255 $1.09B
EW
Edwards Lifesciences Corp

Healthcare
8.9K
+ 228.79%
$73.75 - $81.83 $656K - $728K
12.8K $995M
SAP
Sap Se

Technology
2.91K
+ 114.1%
$252.42 - $311.93 $734K - $906K
5.45K $1.46B
KMB
Kimberly Clark Corp

Consumer Defensive
5.51K
+ 352.43%
$121.72 - $136.77 $671K - $754K
7.08K $880M
CME
Cme Group Inc.

Financial Services
2.53K
+ 147.98%
$258.83 - $287.1 $655K - $727K
4.24K $1.15B
ESS
Essex Property Trust, Inc.

Real Estate
2.63K
+ 95.25%
N/A
5.38K $1.44B
BCS
Barclays PLC

Financial Services
25K
+ 38.19%
$17.88 - $21.05 $447K - $527K
90.6K $1.87B
AME
Ametek Inc

Industrials
3.32K
+ 97.73%
$176.44 - $192.03 $585K - $637K
6.71K $1.26B
EXC
Exelon Corp

Utilities
13.9K
+ 187.61%
$42.73 - $45.54 $595K - $635K
21.4K $961M
AIG
American International Group, Inc.

Financial Services
8.49K
+ 164.1%
$76.34 - $85.87 $648K - $729K
13.7K $1.07B
AWK
American Water Works Company, Inc.

Utilities
4.52K
+ 215.05%
$135.05 - $147.0 $610K - $664K
6.62K $921M
HON
Honeywell International Inc

Industrials
4.22K
+ 35.09%
$207.7 - $240.4 $876K - $1.01M
16.2K $3.42B
AFL
Aflac Inc

Financial Services
5.01K
+ 53.06%
$98.09 - $111.7 $491K - $559K
14.4K $1.61B
SNPS
Synopsys Inc

Technology
1.77K
+ 13.42%
$387.78 - $645.35 $686K - $1.14M
14.9K $7.37B
VRSK
Verisk Analytics, Inc.

Industrials
2.75K
+ 223.94%
$242.3 - $312.95 $666K - $861K
3.98K $1B
VLO
Valero Energy Corp

Energy
3.04K
+ 120.44%
$131.77 - $175.63 $401K - $534K
5.56K $947M
PAYX
Paychex Inc

Industrials
5.74K
+ 89.25%
$126.69 - $147.99 $728K - $850K
12.2K $1.54B
VEEV
Veeva Systems Inc

Healthcare
1.98K
+ 111.86%
$269.2 - $297.91 $533K - $590K
3.75K $1.12B
RF
Regions Financial Corp

Financial Services
21.5K
+ 155.24%
$24.03 - $27.41 $516K - $589K
35.3K $931M
BYD
Boyd Gaming Corp

Consumer Cyclical
6.57K
+ 146.8%
$79.66 - $87.38 $523K - $574K
11K $955M
MPWR
Monolithic Power Systems Inc

Technology
509
+ 71.29%
$711.24 - $922.81 $362K - $470K
1.22K $1.13B
PCAR
Paccar Inc

Industrials
5.87K
+ 186.99%
$92.91 - $102.86 $545K - $603K
9K $885M
AFRM
Affirm Holdings, Inc.

Technology
7.61K
+ 108.49%
$64.05 - $92.18 $487K - $701K
14.6K $1.07B
TFC
Truist Financial Corp

Financial Services
11.9K
+ 89.1%
$42.83 - $47.07 $512K - $562K
25.4K $1.16B
MTB
M&T Bank Corp

Financial Services
2.88K
+ 159.61%
$183.74 - $204.05 $529K - $588K
4.69K $926M
CMF
Ishares California Muni Bond E

ETFs
9.76K
+ 72.81%
$55.16 - $57.13 $538K - $558K
23.2K $1.32B
RCL
Royal Caribbean Cruises LTD

Consumer Cyclical
1.71K
+ 132.74%
$301.44 - $365.84 $515K - $624K
2.99K $968M
EBAY
Ebay Inc

Consumer Cyclical
5.21K
+ 94.97%
$75.33 - $100.77 $393K - $525K
10.7K $973M
ITW
Illinois Tool Works Inc

Industrials
2.06K
+ 104.52%
$252.31 - $269.41 $520K - $555K
4.03K $1.05B
MPC
Marathon Petroleum Corp

Energy
2.59K
+ 108.96%
$158.59 - $198.69 $411K - $515K
4.97K $957M
DELL
Dell Technologies Inc.

Technology
2.08K
+ 15.19%
$120.96 - $141.77 $252K - $295K
15.8K $2.24B
CMCSA
Comcast Corp

Communication Services
22.7K
+ 60.93%
$31.41 - $36.33 $714K - $825K
60K $1.89B
HSY
Hershey CO

Consumer Defensive
2.75K
+ 186.61%
$161.95 - $193.45 $445K - $531K
4.22K $789M
F
Ford Motor CO

Consumer Cyclical
43.3K
+ 260.36%
$10.82 - $12.09 $468K - $523K
59.9K $717M
WDAY
Workday, Inc.

Technology
2.21K
+ 125.43%
$213.69 - $247.69 $472K - $547K
3.97K $956M
SPYD
Spdr Portfolio S&P 500 High Di

ETFs
11.7K
+ 98.68%
$42.43 - $45.05 $496K - $527K
23.5K $1.04B
MCHP
Microchip Technology Inc

Technology
9.53K
+ 73.35%
$60.95 - $75.26 $581K - $717K
22.5K $1.45B
VRTX
Vertex Pharmaceuticals Inc

Healthcare
1.57K
+ 88.78%
$366.54 - $479.53 $574K - $751K
3.33K $1.3B
QS
Quantum Scape Corp

Consumer Cyclical
21.4K
+ 48.59%
$6.36 - $14.64 $136K - $314K
65.6K $808M
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
19.6K
+ 128.67%
$38.58 - $58.24 $755K - $1.14M
34.8K $1.36B
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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