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
MMM
3 M CO

Industrials
-7
- 0.26%
$124.74 - $137.12 $873 - $960
2.68K $346M
PPL
Ppl Corp

Utilities
-344
- 2.45%
$31.47 - $35.0 $10.8K - $12K
13.7K $445M
APD
Air Products & Chemicals, Inc.

Basic Materials
-34
- 2.69%
$285.5 - $335.62 $9.71K - $11.4K
1.23K $357M
ISRG
Intuitive Surgical Inc

Healthcare
-170
- 7.53%
$471.27 - $550.62 $80.1K - $93.6K
2.09K $1.09B
Natwest Group PLC
-4.35K
- 12.13%
N/A
31.5K $321M
DGRO
Ishares Core Dividend Growth E

ETFs
-111
- 2.21%
$60.73 - $64.94 $6.74K - $7.21K
4.92K $302M
ADP
Automatic Data Processing Inc

Industrials
-200
- 7.11%
$280.08 - $307.97 $56K - $61.6K
2.61K $764M
SLQD
Ishares 0 5 Year Investment Gr

ETFs
-29
- 0.36%
$49.58 - $50.28 $1.44K - $1.46K
8.04K $400M
GLD
Spdr Gold Trust

ETFs
-17
- 0.83%
$236.59 - $257.5 $4.02K - $4.38K
2.04K $494M
BTI
British American Tobacco P.L.C.

Consumer Defensive
-81
- 0.7%
$34.25 - $37.94 $2.77K - $3.07K
11.4K $415M
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
-33
- 0.54%
$100.22 - $100.73 $3.31K - $3.32K
6.03K $605M
DE
Deere & CO

Industrials
-30
- 2.48%
$389.45 - $466.0 $11.7K - $14K
1.18K $500M
AON
Aon PLC

Financial Services
-47
- 5.01%
$344.14 - $393.31 $16.2K - $18.5K
892 $320M
PNC
Pnc Financial Services Group, Inc.

Financial Services
-137
- 4.6%
$178.39 - $215.0 $24.4K - $29.5K
2.84K $548M
WDAY
Workday, Inc.

Technology
-53
- 5.98%
$233.85 - $279.91 $12.4K - $14.8K
834 $215M
GILD
Gilead Sciences, Inc.

Healthcare
-225
- 9.4%
$83.95 - $97.9 $18.9K - $22K
2.17K $200M
ABNB
Airbnb, Inc.

Consumer Cyclical
-62
- 3.13%
$125.36 - $147.37 $7.77K - $9.14K
1.92K $252M
IWV
Ishares Russell 3000 ETF

ETFs
-100
- 2.09%
$323.08 - $349.08 $32.3K - $34.9K
4.68K $1.56B
MCK
Mckesson Corp

Healthcare
-56
- 10.79%
$482.27 - $628.5 $27K - $35.2K
463 $264M
IJJ
Ishares S&P Midcap 400 Value E

ETFs
-136
- 0.74%
$121.89 - $135.52 $16.6K - $18.4K
18.2K $2.27B
MTB
M&T Bank Corp

Financial Services
-12
- 0.99%
$172.48 - $221.95 $2.07K - $2.66K
1.2K $226M
DXCM
Dexcom Inc

Healthcare
-242
- 8.11%
$65.68 - $81.01 $15.9K - $19.6K
2.74K $213M
XLK
Technology Sector Spdr

ETFs
-30
- 0.67%
$220.26 - $241.44 $6.61K - $7.24K
4.42K $1.03B
DDOG
Datadog, Inc.

Technology
-314
- 12.33%
$113.98 - $168.65 $35.8K - $53K
2.23K $319M
AVGO
Broadcom Inc.

Technology
-1.76K
- 24.05%
$159.67 - $250.0 $281K - $440K
5.56K $1.29B
MMYT
Make My Trip LTD

Consumer Cyclical
-219
- 6.28%
N/A
3.27K $367M
OEF
Ishares S&P 100 ETF

ETFs
-12
- 0.31%
N/A
3.89K $1.12B
UI
Ubiquiti Inc.

Technology
-500
- 25.0%
$223.6 - $362.72 $112K - $181K
1.5K $498M
EQIX
Equinix Inc

Real Estate
-21
- 1.51%
$865.69 - $985.0 $18.2K - $20.7K
1.37K $1.29B
WFC
Wells Fargo & Company

Financial Services
-11
- 0.26%
$54.98 - $77.35 $605 - $851
4.23K $297M
BCS
Barclays PLC

Financial Services
-1.62K
- 2.14%
$11.65 - $13.67 $18.8K - $22.1K
73.8K $981M
DESP
Despegar.Com, Corp.

Consumer Cyclical
-953
- 7.27%
$12.33 - $19.46 $11.8K - $18.5K
12.2K $234M
SHOP
Shopify Inc.

Technology
-494
- 9.48%
$78.14 - $119.49 $38.6K - $59K
4.72K $502M
BKNG
Booking Holdings Inc.

Consumer Cyclical
-5
- 3.03%
$4100.99 - $5300.34 $20.5K - $26.5K
160 $795M
AAPL
Apple Inc.

Technology
-7.66K
- 6.56%
$221.69 - $259.02 $1.7M - $1.98M
109K $27.3B
KMI
Kinder Morgan, Inc.

Energy
-3.42K
- 6.23%
$22.59 - $28.54 $77.2K - $97.6K
51.5K $1.41B
APP
App Lovin Corp

Technology
-790
- 15.99%
$130.67 - $401.5 $103K - $317K
4.15K $1.34B
AMZN
Amazon Com Inc

Consumer Cyclical
-2.82K
- 5.58%
$180.88 - $232.93 $510K - $657K
47.7K $10.5B
CRM
Salesforce, Inc.

Technology
-27.4K
- 11.41%
$270.87 - $367.87 $7.43M - $10.1M
213K $71.2B
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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