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
SBAC
Sba Communications Corp

Real Estate
2.36K
+ 132.16%
$191.35 - $239.35 $452K - $566K
4.15K $803M
DRI
Darden Restaurants Inc

Consumer Cyclical
2.29K
+ 111.43%
$184.73 - $220.27 $423K - $505K
4.35K $827M
FISV
Fiserv Inc

Technology
3.63K
+ 174.4%
N/A
5.71K $737M
VRSN
Verisign Inc

Technology
1.38K
+ 100.15%
$263.02 - $305.98 $363K - $422K
2.76K $770M
XLF
Financial Sector Spdr

ETFs
6.66K
+ 118.99%
$51.37 - $54.25 $342K - $361K
12.2K $660M
TECH
Bio Techne Corp

Healthcare
5.69K
+ 49.35%
$49.87 - $58.78 $284K - $335K
17.2K $958M
NXPI
Nxp Semiconductors N.V.

Technology
1.48K
+ 58.63%
$205.16 - $239.07 $304K - $355K
4.02K $914M
PCOR
Procore Technologies, Inc.

Technology
4.4K
+ 58.68%
$61.62 - $76.64 $271K - $337K
11.9K $868M
APD
Air Products & Chemicals, Inc.

Basic Materials
1.38K
+ 59.38%
$265.78 - $299.3 $367K - $413K
3.7K $1.01B
BXP
Boston Properties Inc

Real Estate
4.32K
+ 90.28%
$62.11 - $78.93 $268K - $341K
9.1K $677M
NRG
Nrg Energy, Inc.

Utilities
2.13K
+ 134.11%
$144.77 - $173.91 $309K - $371K
3.72K $602M
CCL
Carnival Corp

Consumer Cyclical
10.8K
+ 29.66%
$28.37 - $32.49 $305K - $349K
47K $1.36B
ARE
Alexandria Real Estate Equities, Inc.

Real Estate
3.28K
+ 53.65%
$71.86 - $87.45 $236K - $287K
9.4K $783M
JCI
Johnson Controls International PLC

Industrials
2.9K
+ 73.56%
$103.24 - $111.73 $300K - $324K
6.85K $753M
AZN
Astrazeneca PLC

Healthcare
1.59K
+ 5.13%
$68.72 - $82.11 $109K - $130K
32.5K $2.5B
DLR
Digital Realty Trust, Inc.

Real Estate
1.96K
+ 15.77%
$161.21 - $180.02 $316K - $353K
14.4K $2.49B
ABC
Amerisourcebergen Corp

Healthcare
974
+ 87.91%
N/A
2.08K $651M
HIW
Highwoods Properties, Inc.

Real Estate
9.64K
+ 78.94%
$28.32 - $32.39 $273K - $312K
21.8K $695M
SRE
Sempra Energy

Utilities
2.82K
+ 74.09%
$74.14 - $89.98 $209K - $254K
6.63K $597M
MGC
Vanguard Mega Cap ETF

ETFs
1.06K
+ 52.0%
$224.2 - $245.55 $239K - $261K
3.11K $759M
EXR
Extra Space Storage Inc.

Real Estate
2.3K
+ 44.18%
$134.36 - $152.88 $308K - $351K
7.49K $1.06B
TTWO
Take Two Interactive Software Inc

Communication Services
1.04K
+ 82.55%
$217.37 - $259.96 $225K - $269K
2.29K $592M
RJF
Raymond James Financial Inc

Financial Services
1.45K
+ 79.5%
$154.64 - $176.43 $225K - $257K
3.28K $567M
EXPD
Expeditors International Of Washington Inc

Industrials
2.17K
+ 114.47%
$111.37 - $124.95 $241K - $271K
4.06K $498M
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
TROW
Price T Rowe Group Inc

Financial Services
2.6K
+ 113.12%
$98.67 - $111.52 $256K - $289K
4.89K $502M
IUSG
Ishares Core S&P U.S Growth Et

ETFs
1.57K
+ 109.4%
$148.97 - $165.88 $234K - $261K
3.01K $495M
UNM
Unum Group

Financial Services
3.69K
+ 109.8%
$68.55 - $82.12 $253K - $303K
7.04K $548M
IBN
Icici Bank LTD

Financial Services
10K
+ 114.05%
$30.23 - $34.41 $303K - $344K
18.8K $568M
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
VICI
Vici Properties Inc.

Real Estate
8.24K
+ 60.27%
$31.43 - $33.93 $259K - $280K
21.9K $715M
Listed Fds Tr
3.02K
+ 42.39%
N/A
10.1K $658M
PEG
Public Service Enterprise Group Inc

Utilities
3.17K
+ 99.13%
$79.99 - $90.14 $254K - $286K
6.37K $532M
MSCI
Msci Inc.

Financial Services
466
+ 117.97%
$526.48 - $588.0 $245K - $274K
861 $489M
ESGD
Ishares Trust Ishares Esg Awar

ETFs
1.53K
+ 4.97%
$87.05 - $93.19 $133K - $143K
32.3K $3.01B
HDV
Ishares Core High Dividend ETF

ETFs
2K
+ 105.09%
$118.16 - $123.66 $237K - $248K
3.91K $479M
NKE
Nike, Inc.

Consumer Cyclical
3.82K
+ 29.97%
$69.24 - $79.24 $264K - $303K
16.6K $1.16B
NGG
National Grid PLC

Utilities
3.51K
+ 77.83%
$67.98 - $74.38 $239K - $261K
8.02K $583M
KEY
Keycorp

Financial Services
12K
+ 115.93%
$17.37 - $19.39 $208K - $233K
22.3K $418M
Ge Healthcare Technologies I
3.07K
+ 113.44%
N/A
5.78K $434M
Labcorp Holdings Inc
742
+ 89.72%
N/A
1.57K $450M
IRM
Iron Mountain Inc

Real Estate
2.34K
+ 27.22%
$89.46 - $104.46 $209K - $244K
10.9K $1.12B
BAX
Baxter International Inc

Healthcare
12.5K
+ 176.58%
$21.71 - $31.23 $272K - $392K
19.6K $447M
VO
Vanguard Mid Cap ETF

ETFs
41
+ 0.26%
$279.83 - $293.74 $11.5K - $12K
15.8K $4.65B
WY
Weyerhaeuser CO

Real Estate
10.4K
+ 32.69%
$24.1 - $26.83 $251K - $280K
42.3K $1.05B
Barrick Mng Corp
2.06K
+ 15.67%
N/A
15.2K $498M
ROK
Rockwell Automation, Inc

Industrials
570
+ 56.32%
$328.67 - $358.52 $187K - $204K
1.58K $553M
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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