Catalytic Wealth Ria, LLC Reduced Holdings in Q4 2024

Catalytic Wealth Ria, LLC

  • $569 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
Tcw ETF Trust
-46.7K
- 12.56%
N/A
325K $10.7B
NKE
Nike, Inc.

Consumer Cyclical
-16.3K
- 57.79%
$73.36 - $89.13 $1.2M - $1.45M
11.9K $902M
VIG
Vanguard Dividend Appreciation

ETFs
-6.26K
- 12.47%
N/A
43.9K $8.6B
TT
Trane Technologies PLC

Industrials
-2.89K
- 29.49%
$369.35 - $419.14 $1.07M - $1.21M
6.91K $2.55B
MSFT
Microsoft Corp

Technology
-1.51K
- 2.72%
$406.35 - $454.46 $612K - $685K
53.9K $22.7B
TMO
Thermo Fisher Scientific Inc.

Healthcare
-826
- 14.02%
$501.29 - $612.85 $414K - $506K
5.06K $2.63B
UNH
Unitedhealth Group Inc

Healthcare
-397
- 3.99%
$485.52 - $625.25 $193K - $248K
9.56K $4.84B
NVDA
Nvidia Corp

Technology
-17.2K
- 16.13%
$117.0 - $148.88 $2.02M - $2.57M
89.6K $12B
ACN
Accenture PLC

Technology
-2.65K
- 50.57%
$343.9 - $376.86 $911K - $999K
2.59K $911M
COST
Costco Wholesale Corp

Consumer Defensive
-1.14K
- 30.11%
$873.59 - $994.69 $992K - $1.13M
2.64K $2.42B
ETN
Eaton Corp PLC

Industrials
-2.76K
- 53.84%
$326.96 - $377.52 $901K - $1.04M
2.36K $784M
GOOGL
Alphabet Inc.

Communication Services
-12.2K
- 19.61%
$161.86 - $196.66 $1.97M - $2.39M
49.9K $9.44B
HD
Home Depot, Inc.

Consumer Cyclical
-1.99K
- 44.36%
$385.02 - $431.37 $768K - $860K
2.5K $973M
PLD
Prologis, Inc.

Real Estate
-3.12K
- 18.31%
$101.4 - $126.96 $316K - $396K
13.9K $1.47B
SYK
Stryker Corp

Healthcare
-1.74K
- 67.19%
$345.14 - $392.15 $601K - $683K
850 $306M
NOBL
Proshares S&P 500 Dividend Ari

ETFs
-3.41K
- 8.47%
$99.2 - $108.47 $338K - $370K
36.8K $3.67B
NVO
Novo Nordisk A S

Healthcare
-697
- 4.44%
$85.0 - $120.04 $59.2K - $83.7K
15K $1.29B
VYM
Vanguard Whitehall Fds (Vangua

ETFs
-4.21K
- 8.74%
$126.68 - $134.74 $534K - $568K
44K $5.61B
ESGD
Ishares Trust Ishares Esg Awar

ETFs
-3.78K
- 11.29%
$75.65 - $83.47 $286K - $316K
29.7K $2.26B
PG
Procter & Gamble CO

Consumer Defensive
-2.54K
- 23.79%
$161.05 - $179.7 $409K - $456K
8.13K $1.36B
V
Visa Inc.

Financial Services
-3.37K
- 23.68%
$273.87 - $320.91 $923K - $1.08M
10.9K $3.43B
SPY
Spdr S&P 500 ETF Trust

ETFs
-1.34K
- 4.68%
$567.81 - $607.81 $760K - $813K
27.2K $16B
MELI
Mercadolibre Inc

Consumer Cyclical
-144
- 31.24%
$1666.0 - $2117.3 $240K - $305K
317 $539M
LLY
Eli Lilly & CO

Healthcare
-10
- 0.31%
$727.2 - $932.06 $7.27K - $9.32K
3.24K $2.5B
EFA
Ishares Tr Msci Eafe ETF

ETFs
-3.42K
- 23.11%
$75.1 - $82.99 $257K - $284K
11.4K $860M
RSP
Invesco S&P 500 Equal Weight E

ETFs
-1.15K
- 2.73%
$174.22 - $187.62 $200K - $215K
41K $7.18B
VOE
Vanguard Mid Cap Value Index F

ETFs
-1.04K
- 3.72%
$160.89 - $176.18 $167K - $183K
26.8K $4.34B
IR
Ingersoll Rand Inc.

Industrials
-2.88K
- 32.63%
$90.46 - $105.35 $260K - $303K
5.94K $537M
ABT
Abbott Laboratories

Healthcare
-2.69K
- 23.9%
$111.93 - $119.39 $301K - $321K
8.57K $969M
ASML
Asml Holding Nv

Technology
-208
- 17.29%
$658.43 - $872.27 $137K - $181K
995 $690M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-585
- 9.41%
$442.29 - $483.08 $259K - $283K
5.63K $2.55B
DHR
Danaher Corp

Healthcare
-902
- 43.98%
$226.16 - $274.52 $204K - $248K
1.15K $264M
INTU
Intuit Inc

Technology
-491
- 39.6%
$602.01 - $706.25 $296K - $347K
749 $471M
SUB
Ishares Short Term National Mu

ETFs
-2.67K
- 32.93%
$104.94 - $106.2 $280K - $284K
5.44K $574M
TJX
Tjx Companies Inc

Consumer Cyclical
-3.11K
- 9.5%
$112.15 - $127.2 $349K - $396K
29.7K $3.58B
SCHW
Schwab Charles Corp

Financial Services
-4.85K
- 49.62%
$63.31 - $82.85 $307K - $402K
4.92K $364M
SHEL
Shell PLC

Energy
-3.72K
- 50.95%
$60.63 - $70.23 $225K - $261K
3.58K $224M
DHI
Horton D R Inc

Consumer Cyclical
-428
- 11.09%
$137.24 - $194.56 $58.7K - $83.3K
3.43K $480M
CVS
Cvs Health Corp

Healthcare
-1.86K
- 22.01%
$43.78 - $67.46 $81.4K - $125K
6.59K $296M
AVSC
American Centy ETF Tr Avantis
-4.43K
- 19.49%
$52.7 - $59.57 $233K - $264K
18.3K $994M
VNQ
Vanguard Specialized Funds Van

ETFs
-724
- 3.67%
$87.85 - $98.6 $63.6K - $71.4K
19K $1.69B
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
-3.87K
- 14.04%
$51.54 - $52.55 $199K - $203K
23.7K $1.22B
SNY
Sanofi

Healthcare
-2.1K
- 16.3%
$45.89 - $57.31 $96.1K - $120K
10.8K $519M
VEU
Vanguard Ftse All World Ex Us

ETFs
-2.49K
- 17.72%
$57.29 - $63.1 $142K - $157K
11.5K $662M
HYG
Ishares Tr

ETFs
-2.44K
- 27.94%
$78.09 - $80.04 $190K - $195K
6.28K $494M
LQD
Ishares Iboxx $ Investment Gra

ETFs
-1.15K
- 8.72%
$106.56 - $113.11 $122K - $130K
12K $1.28B
PUK
Prudential PLC

Financial Services
-5.86K
- 15.98%
$15.52 - $18.99 $90.9K - $111K
30.8K $491M
CARR
Carrier Global Corp

Industrials
-1.09K
- 12.43%
$66.69 - $82.65 $72.8K - $90.3K
7.69K $525M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-781
- 1.54%
$113.92 - $127.38 $89K - $99.5K
49.9K $5.75B
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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