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
WSO
Watsco Inc

Industrials
352
+ 28.46%
$381.94 - $489.97 $134K - $172K
1.59K $642M
XLI
Industrial Sector Spdr

ETFs
557
+ 40.04%
$147.94 - $154.99 $82.4K - $86.3K
1.95K $300M
RACE
Ferrari N.V.

Consumer Cyclical
197
+ 31.72%
$436.24 - $517.65 $85.9K - $102K
818 $397M
HPP
Hudson Pacific Properties, Inc.

Real Estate
33.1K
+ 208.46%
$2.41 - $3.07 $79.9K - $102K
49K $135M
WPC
W. P. Carey Inc.

Real Estate
1.08K
+ 31.87%
$61.29 - $68.7 $66.1K - $74.1K
4.46K $301M
NDAQ
Nasdaq, Inc.

Financial Services
1.11K
+ 12.93%
$86.73 - $96.94 $96.4K - $108K
9.7K $858M
Healthcare Rlty Tr
1.73K
+ 6.62%
N/A
27.8K $502M
LULU
Lululemon Athletica Inc.

Consumer Cyclical
776
+ 92.05%
$159.87 - $247.68 $124K - $192K
1.62K $288M
UDR
Udr, Inc.

Real Estate
3.46K
+ 29.9%
$36.71 - $41.37 $127K - $143K
15K $559M
XLY
Select Sector Spdr Consumer Di

ETFs
253
+ 23.49%
$216.09 - $242.18 $54.7K - $61.3K
1.33K $319M
UL
Unilever PLC

Consumer Defensive
1.39K
+ 19.0%
$58.43 - $65.01 $81.3K - $90.4K
8.71K $517M
IEFA
Ishares Tr

ETFs
357
+ 3.68%
$81.7 - $87.53 $29.2K - $31.2K
10.1K $878M
Smurfit Westrock PLC
1.66K
+ 11.18%
N/A
16.5K $702M
WIX
Wix.Com Ltd.

Technology
55
+ 2.09%
$115.43 - $184.24 $6.35K - $10.1K
2.69K $477M
MKC
Mccormick & CO Inc

Consumer Defensive
1.63K
+ 29.49%
$64.3 - $77.17 $105K - $126K
7.17K $480M
IR
Ingersoll Rand Inc.

Industrials
743
+ 8.55%
$74.98 - $89.02 $55.7K - $66.1K
9.43K $779M
TMDX
Trans Medics Group, Inc.

Healthcare
1.02K
+ 36.92%
$103.61 - $132.04 $106K - $135K
3.79K $426M
ADC
Agree Realty Corp

Real Estate
867
+ 19.66%
$70.53 - $75.05 $61.1K - $65.1K
5.28K $375M
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
16
+ 1.68%
$567.09 - $607.37 $9.07K - $9.72K
970 $578M
KMI
Kinder Morgan, Inc.

Energy
3.33K
+ 6.1%
$26.23 - $28.5 $87.4K - $94.9K
58K $1.64B
FICO
Fair Isaac Corp

Technology
44
+ 34.65%
$1311.26 - $1869.83 $57.7K - $82.3K
171 $256M
NAD
Nuveen Quality Municipal Income Fund

Financial Services
216
+ 0.43%
$11.04 - $11.83 $2.38K - $2.56K
50.3K $588M
MMYT
Make My Trip LTD

Consumer Cyclical
328
+ 9.62%
N/A
3.74K $350M
CHD
Church & Dwight CO Inc

Consumer Defensive
370
+ 16.95%
$85.84 - $99.09 $31.8K - $36.7K
2.55K $224M
Natwest Group PLC
943
+ 4.81%
N/A
20.6K $291M
USIG
Ishares Tr Broad Usd Inbd Etfv

ETFs
7
+ 0.05%
$50.73 - $52.47 $355 - $367
14K $730M
LQDH
Ishares U S ETF Tr Int Rate He

ETFs
83
+ 2.81%
$92.14 - $93.55 $7.65K - $7.76K
3.04K $285M
TFLO
Ishares Treasury Floating Rate

ETFs
186
+ 3.79%
$50.45 - $50.65 $9.38K - $9.42K
5.09K $258M
IGEB
Ishares Tr Edge Invt Grade Enh

ETFs
23
+ 0.2%
$44.82 - $46.28 $1.03K - $1.06K
11.7K $540M
Canadian Pacific Kansas City
875
+ 7.27%
N/A
12.9K $961M
VGIT
Vanguard Intermediate Term Tre

ETFs
83
+ 1.18%
$58.97 - $60.36 $4.89K - $5.01K
7.11K $427M
IEF
Ishares Barclays

ETFs
20
+ 0.76%
$93.91 - $97.26 $1.88K - $1.95K
2.65K $256M
SHV
Ishares Tr

ETFs
24
+ 1.18%
$110.06 - $110.49 $2.64K - $2.65K
2.05K $227M
LPLA
Lpl Financial Holdings Inc.

Financial Services
48
+ 8.07%
$332.69 - $399.0 $16K - $19.2K
643 $214M
SNY
Sanofi

Healthcare
142
+ 0.97%
$45.07 - $51.35 $6.4K - $7.29K
14.7K $696M
TOST
Toast, Inc.

Technology
488
+ 9.54%
$36.51 - $49.3 $17.8K - $24.1K
5.6K $205M
BUD
Anheuser Busch In Bev Sa

Consumer Defensive
1.17K
+ 11.37%
$57.1 - $70.52 $66.7K - $82.4K
11.5K $683M
GDDY
Go Daddy Inc.

Technology
382
+ 21.41%
$133.35 - $178.59 $50.9K - $68.2K
2.17K $296M
DEO
Diageo PLC

Consumer Defensive
158
+ 1.97%
$93.64 - $115.33 $14.8K - $18.2K
8.18K $781M
UPS
United Parcel Service Inc

Industrials
1.49K
+ 14.96%
$82.58 - $105.54 $123K - $157K
11.4K $954M
AMT
American Tower Corp

Real Estate
1.68K
+ 12.73%
$192.32 - $232.35 $322K - $389K
14.8K $2.85B
INVH
Invitation Homes Inc.

Real Estate
1.19K
+ 4.15%
$28.9 - $32.78 $34.4K - $39K
29.8K $875M
ELV
Elevance Health, Inc.

Healthcare
329
+ 12.49%
$274.66 - $395.76 $90.4K - $130K
2.96K $958M
AMH
American Homes 4 Rent

Real Estate
3.7K
+ 4.29%
$32.47 - $36.74 $120K - $136K
90.1K $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
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