Catalytic Wealth Ria, LLC Portfolio Holdings

Catalytic Wealth Ria, LLC

  • $573 Billion
  • Q3 2024

Catalytic Wealth Ria, LLC has filed its 13F form on November 04, 2024 for Q3 2024 where it was disclosed a total value porftolio of $573 Billion distributed in 296 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Salesforce, Inc. with a value of $65.8B, Apple Inc. with a value of $27.2B, Microsoft Corp with a value of $23.8B, Alphabet Inc. with a value of $16.8B, and Spdr S&P 500 ETF Trust with a value of $16.4B.

Examining the 13F form we can see an increase of $66.1B in the current position value, from $507B to 573B.

Catalytic Wealth Ria, LLC is based out at Cambridge, MA

Below you can find more details about Catalytic Wealth Ria, LLC portfolio as well as his latest detailed transactions.

Portfolio value $573 Billion
ETFs: $187 Billion
Technology: $157 Billion
Healthcare: $36.7 Billion
Communication Services: $36 Billion
Financial Services: $32.8 Billion
Real Estate: $27.5 Billion
Consumer Cyclical: $25.9 Billion
Industrials: $21.7 Billion
Other: $27.7 Billion

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$342B
$65.8 Billion 11.5% of portfolio
240,497
Q3 2024 Reduced 0.4%
$4.16T
$27.2 Billion 4.75% of portfolio
116,813
Q3 2024 Added 9.98%
$3.27T
$23.8 Billion 4.16% of portfolio
55,402
Q3 2024 Reduced 24.9%
$1.2T
$16.8 Billion 2.94% of portfolio
100,546
Q3 2024 Reduced 2.51%
$349B
$13 Billion 2.27% of portfolio
106,866
Q3 2024 Added 50.21%
$1.17T
$10.3 Billion 1.8% of portfolio
62,046
Q3 2024 Added 22.16%
$2.31T
$9.41 Billion 1.64% of portfolio
50,516
Q3 2024 Added 11.25%
$52.9B
$8.65 Billion 1.51% of portfolio
23,775
Q3 2024 Added 3.96%
$713B
$6.16 Billion 1.08% of portfolio
29,209
Q3 2024 Added 43.51%
$478B
$5.82 Billion 1.02% of portfolio
9,959
Q3 2024 Added 8.82%
$1.36T
$3.92 Billion 0.68% of portfolio
6,845
Q3 2024 Added 0.47%
$525B
$3.91 Billion 0.68% of portfolio
14,230
Q3 2024 Reduced 12.61%
$145B
$3.85 Billion 0.67% of portfolio
32,770
Q3 2024 Added 33.07%
$87.6B
$3.81 Billion 0.67% of portfolio
9,797
Q3 2024 Added 44.48%
$207B
$3.64 Billion 0.64% of portfolio
5,890
Q3 2024 Added 38.85%
$511B
$3.45 Billion 0.6% of portfolio
6,985
Q3 2024 Added 15.13%
$252B
$3.23 Billion 0.56% of portfolio
39,949
Q3 2024 Added 3.9%
$12.9B
$3.22 Billion 0.56% of portfolio
83,938
Q3 2024 Added 2.29%
$595B
$2.86 Billion 0.5% of portfolio
6,219
Q3 2024 Added 15.57%
$755B
$2.88 Billion 0.5% of portfolio
3,254
Q3 2024 Added 2.33%
$16.2B
$2.76 Billion 0.48% of portfolio
11,549
Q3 2024 Reduced 5.48%
$1.05T
$2.65 Billion 0.46% of portfolio
15,269
Q3 2024 Added 67.2%
$3.88B
$2.59 Billion 0.45% of portfolio
193,227
Q2 2024 New
$198B
$2.5 Billion 0.44% of portfolio
5,053
Q3 2024 Added 7.03%
$96.9B
$2.5 Billion 0.44% of portfolio
28,247
Q3 2024 Reduced 4.22%
$282B
$2.45 Billion 0.43% of portfolio
16,616
Q3 2024 Reduced 3.1%
$253B
$2.44 Billion 0.43% of portfolio
21,463
Q3 2024 Added 21.04%
$278B
$2.29 Billion 0.4% of portfolio
11,111
Q3 2024 Added 9.07%
$246B
$2.31 Billion 0.4% of portfolio
43,435
Q3 2024 Added 16.87%
$206B
$2.26 Billion 0.39% of portfolio
29,008
Q3 2024 Added 7.04%
$210B
$2.25 Billion 0.39% of portfolio
13,228
Q3 2024 Added 16.17%
$98.7B
$2.15 Billion 0.38% of portfolio
17,032
Q3 2024 Added 59.37%
$108B
$1.98 Billion 0.35% of portfolio
21,998
Q3 2024 Added 25.0%
$58.6B
$1.97 Billion 0.34% of portfolio
15,371
Q3 2024 Added 61.09%
$198B
$1.87 Billion 0.33% of portfolio
15,689
Q3 2024 Added 4.95%
$405B
$1.82 Billion 0.32% of portfolio
4,495
Q3 2024 Added 63.81%
$227B
$1.85 Billion 0.32% of portfolio
5,240
Q3 2024 Added 75.84%
$83.4B
$1.81 Billion 0.32% of portfolio
15,673
Q3 2024 Added 6.52%
$403B
$1.85 Billion 0.32% of portfolio
10,664
Q3 2024 Added 33.33%
$172B
$1.71 Billion 0.3% of portfolio
14,111
Q3 2024 Reduced 2.2%
$135B
$1.7 Billion 0.3% of portfolio
5,119
Q3 2024 Added 74.65%
$357B
$1.67 Billion 0.29% of portfolio
42,204
Q3 2024 Reduced 4.95%
$156B
$1.48 Billion 0.26% of portfolio
7,169
Q3 2024 Reduced 5.91%
$463B
$1.49 Billion 0.26% of portfolio
8,748
Q3 2024 Added 26.47%
$381B
$1.41 Billion 0.25% of portfolio
8,715
Q3 2024 Added 0.52%
$317B
$1.45 Billion 0.25% of portfolio
7,324
Q3 2024 Reduced 7.19%
$92.2B
$1.35 Billion 0.24% of portfolio
9,923
Q3 2024 Reduced 1.11%
$141B
$1.37 Billion 0.24% of portfolio
4,244
Q3 2024 Reduced 3.89%
$178B
$1.31 Billion 0.23% of portfolio
7,698
Q3 2024 Added 4.96%

Summary

  • Portfolio
  • No. of Stocks 296
  • Current Value $573 Billion
  • Prior Value $507 Billion
  • Filing
  • Period Q3 2024
  • Filing Date November 04, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 41 stocks
  • Additional Purchases 120 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 113 stocks
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