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
O
Realty Income Corp

Real Estate
-1.47K
- 15.76%
$51.76 - $64.71 $75.9K - $94.9K
7.84K $419M
ABBV
Abb Vie Inc.

Healthcare
-79
- 1.08%
$164.99 - $203.87 $13K - $16.1K
7.25K $1.29B
DEO
Diageo PLC

Consumer Defensive
-619
- 10.69%
$118.0 - $139.88 $73K - $86.6K
5.17K $658M
LOW
Lowes Companies Inc

Consumer Cyclical
-167
- 3.53%
$244.52 - $284.07 $40.8K - $47.4K
4.56K $1.13B
UPS
United Parcel Service Inc

Industrials
-339
- 3.42%
$122.65 - $138.35 $41.6K - $46.9K
9.58K $1.21B
SMMD
Ishares Tr Russell 2500 ETF

ETFs
-2.07K
- 10.25%
$66.67 - $74.08 $138K - $153K
18.1K $1.23B
RTX
Raytheon Technologies Corp

Industrials
-478
- 3.39%
$114.45 - $127.21 $54.7K - $60.8K
13.6K $1.58B
IRM
Iron Mountain Inc

Real Estate
-378
- 5.79%
$101.62 - $128.14 $38.4K - $48.4K
6.15K $647M
Linde PLC
-37
- 1.96%
N/A
1.85K $773M
SHW
Sherwin Williams CO

Basic Materials
-168
- 10.56%
$338.75 - $399.71 $56.9K - $67.2K
1.42K $484M
PFE
Pfizer Inc

Healthcare
-2.65K
- 12.03%
$24.8 - $30.19 $65.6K - $79.9K
19.4K $514M
NUE
Nucor Corp

Basic Materials
-21
- 0.61%
$115.78 - $167.74 $2.43K - $3.52K
3.42K $399M
CMCSA
Comcast Corp

Communication Services
-1.4K
- 9.08%
$37.39 - $45.14 $52.3K - $63.2K
14K $526M
RELX
Relx PLC

Communication Services
-1.91K
- 14.2%
$44.45 - $48.63 $85K - $93K
11.6K $525M
IEFA
Ishares Tr

ETFs
-934
- 15.13%
$70.06 - $77.43 $65.4K - $72.3K
5.24K $368M
IJK
Ishares S&P Midcap 400 Growth

ETFs
-900
- 2.88%
$90.66 - $99.46 $81.6K - $89.5K
30.4K $2.76B
ELV
Elevance Health, Inc.

Healthcare
-43
- 6.85%
$365.96 - $514.62 $15.7K - $22.1K
585 $216M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-43
- 0.15%
$44.04 - $49.49 $1.89K - $2.13K
28.5K $1.26B
BAH
Booz Allen Hamilton Holding Corp

Industrials
-116
- 4.15%
$128.36 - $186.0 $14.9K - $21.6K
2.68K $345M
BAC
Bank Of America Corp

Financial Services
-6.48K
- 15.34%
$39.22 - $47.77 $254K - $309K
35.7K $1.57B
ROP
Roper Technologies Inc

Industrials
-106
- 10.93%
$519.85 - $575.95 $55.1K - $61.1K
864 $449M
IJS
Ishares S&P Smallcap 600 Value

ETFs
-957
- 6.64%
$104.59 - $118.05 $100K - $113K
13.5K $1.46B
SPHQ
Invesco Exchange Traded Fd Tr

ETFs
-1.07K
- 1.72%
$65.67 - $69.79 $70.3K - $74.7K
61.2K $4.1B
IBN
Icici Bank LTD

Financial Services
-2.86K
- 20.5%
$28.69 - $31.9 $82.1K - $91.3K
11.1K $331M
PH
Parker Hannifin Corp

Industrials
-127
- 12.28%
$621.74 - $709.46 $79K - $90.1K
907 $577M
IWD
Ishares Russell 1000 Val ETF

ETFs
-370
- 23.6%
$183.23 - $199.79 $67.8K - $73.9K
1.2K $222M
GE
General Electric CO

Industrials
-63
- 2.12%
$159.95 - $194.23 $10.1K - $12.2K
2.91K $485M
BP
Bp PLC

Energy
-957
- 3.77%
$28.16 - $33.14 $26.9K - $31.7K
24.4K $722M
SPYD
Spdr Portfolio S&P 500 High Di

ETFs
-912
- 6.57%
$43.02 - $47.32 $39.2K - $43.2K
13K $561M
SPGI
S&P Global Inc.

Financial Services
-102
- 9.18%
$480.36 - $529.17 $49K - $54K
1.01K $503M
NEAR
Blackrock Short Maturity Bond

ETFs
-540
- 0.91%
$50.28 - $51.08 $27.2K - $27.6K
58.7K $2.96B
RACE
Ferrari N.V.

Consumer Cyclical
-65
- 7.03%
$422.83 - $490.34 $27.5K - $31.9K
859 $365M
VTI
Vanguard Total Stock Market Et

ETFs
-893
- 3.05%
$280.04 - $302.45 $250K - $270K
28.4K $8.24B
ING
Ing Groep Nv

Financial Services
-744
- 3.69%
$15.1 - $17.73 $11.2K - $13.2K
19.4K $305M
BBD
Bank Bradesco

Financial Services
-12.9K
- 27.68%
$1.87 - $2.77 $24.2K - $35.9K
33.8K $64.6M
WCN
Waste Connections, Inc.

Industrials
-217
- 11.57%
$171.06 - $193.25 $37.1K - $41.9K
1.66K $285M
MT
Arcelor Mittal

Basic Materials
-316
- 2.27%
$22.93 - $26.51 $7.25K - $8.38K
13.6K $314M
DPZ
Dominos Pizza Inc

Consumer Cyclical
-94
- 11.27%
$408.59 - $476.19 $38.4K - $44.8K
740 $311M
NSC
Norfolk Southern Corp

Industrials
-26
- 0.93%
$230.6 - $277.0 $6K - $7.2K
2.78K $653M
ALLE
Allegion PLC

Industrials
-49
- 2.01%
$130.63 - $153.36 $6.4K - $7.51K
2.39K $312M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
-588
- 4.62%
$49.79 - $51.14 $29.3K - $30.1K
12.1K $608M
VST
Vistra Corp.

Utilities
-747
- 23.12%
$115.74 - $166.61 $86.5K - $124K
2.48K $342M
FTSM
First Tr Enhanced Traded Fd Iv

ETFs
-543
- 1.48%
$59.74 - $60.03 $32.4K - $32.6K
36K $2.15B
CSX
Csx Corp

Industrials
-128
- 0.93%
$31.58 - $36.88 $4.04K - $4.72K
13.6K $440M
ITOT
Ishares Core S&P Total U.S. St

ETFs
-409
- 5.7%
$124.26 - $134.12 $50.8K - $54.9K
6.77K $870M
AJG
Arthur J. Gallagher & Co.

Financial Services
-114
- 6.83%
$278.49 - $315.16 $31.7K - $35.9K
1.56K $441M
SAP
Sap Se

Technology
-495
- 8.89%
$218.13 - $255.54 $108K - $126K
5.07K $1.25B
CSCO
Cisco Systems, Inc.

Technology
-4.78K
- 11.0%
$52.45 - $60.02 $251K - $287K
38.7K $2.29B
Te Connectivity PLC
-18
- 0.73%
N/A
2.46K $351M
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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