Catalytic Wealth Ria, LLC Top Holdings and 13F Report (2025)

About Catalytic Wealth Ria, LLC

Investment Activity

Catalytic Wealth Ria, LLC has $544.83 million in total holdings as of March 31, 2025.
Catalytic Wealth Ria, LLC owns shares of 305 different stocks, but just 92 companies or ETFs make up 80% of its holdings.
Approximately 6.45% of the portfolio was purchased this quarter.
About 4.97% of the portfolio was sold this quarter.
This quarter, Catalytic Wealth Ria, LLC has purchased 289 new stocks and bought additional shares in 141 stocks.
Catalytic Wealth Ria, LLC sold shares of 101 stocks and completely divested from 25 stocks this quarter.

Largest Holdings

Salesforce: $57,321,696
Apple: $24,641,992
Microsoft: $19,382,434
Alphabet: $15,527,543
SPDR S&P 500 ETF Trust: $15,381,531

Largest New Holdings this Quarter

092528843 - BLACKROCK ETF TRUST II: $2,652,678 Holding
464287432 - iShares 20+ Year Treasury Bond ETF: $2,315,530 Holding
46438F101 - ISHARES BITCOIN TRUST ETF: $2,193,011 Holding
92203C303 - Vanguard Ultra-Short Bond ETF: $1,614,604 Holding
921937827 - Vanguard Short-Term Bond ETF: $685,028 Holding

Largest Purchases this Quarter

BLACKROCK ETF TRUST II: 53,557 shares (about $2.65M)
ARISTA NETWORKS INC: 30,433 shares (about $2.36M)
iShares 20+ Year Treasury Bond ETF: 25,437 shares (about $2.32M)
ISHARES BITCOIN TRUST ETF: 46,849 shares (about $2.19M)
Vanguard Ultra-Short Bond ETF: 32,386 shares (about $1.61M)

Largest Sales this Quarter

TCW ETF TRUST: 70,546 shares (about $2.34M)
NVIDIA: 12,038 shares (about $1.30M)
Microsoft: 2,262 shares (about $849.13K)
SAP: 1,780 shares (about $477.82K)
Visa: 1,238 shares (about $433.87K)

Sector Allocation Over Time

Selling

Neutral

Buying

Latest 13F Holdings and Changes Since Previous Quarterly Filing

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
CRM Salesforce	$57,321,696	$144,378 ▲	0.3%	213,600	10.5%	Computer and Technology
AAPL Apple	$24,641,992	$395,391 ▲	1.6%	110,935	4.5%	Computer and Technology
MSFT Microsoft	$19,382,434	$849,129 ▼	-4.2%	51,633	3.6%	Computer and Technology
GOOG Alphabet	$15,527,543	$205,911 ▼	-1.3%	99,389	2.9%	Computer and Technology
SPY SPDR S&P 500 ETF Trust	$15,381,531	$146,001 ▲	1.0%	27,497	2.8%	Finance
AMZN Amazon.com	$8,676,617	$397,834 ▼	-4.4%	45,604	1.6%	Retail/Wholesale
TCW ETF TRUST	$8,432,214	$2,337,630 ▼	-21.7%	254,471	1.5%	COMPOUNDERS ETF
NVDA NVIDIA	$8,409,408	$1,304,676 ▼	-13.4%	77,592	1.5%	Computer and Technology
VIG Vanguard Dividend Appreciation ETF	$8,197,047	$324,933 ▼	-3.8%	42,255	1.5%	ETF
VTI Vanguard Total Stock Market ETF	$8,063,771	$250,928 ▲	3.2%	29,340	1.5%	ETF
VOO Vanguard S&P 500 ETF	$7,986,248	$122,826 ▼	-1.5%	15,540	1.5%	ETF
VUG Vanguard Growth ETF	$7,901,806	$738,674 ▲	10.3%	21,309	1.5%	ETF
JPM JPMorgan Chase & Co.	$7,733,328	$204,580 ▲	2.7%	31,526	1.4%	Finance
GOOGL Alphabet	$7,642,622	$70,361 ▼	-0.9%	49,422	1.4%	Computer and Technology
IVW iShares S&P 500 Growth ETF	$7,410,990		0.0%	79,834	1.4%	ETF
IJH iShares Core S&P Mid-Cap ETF	$7,353,150	$2,859 ▲	0.0%	126,018	1.3%	ETF
PSA Public Storage	$7,334,999	$70,034 ▲	1.0%	24,508	1.3%	Finance
RSP Invesco S&P 500 Equal Weight ETF	$7,017,374	$81,072 ▼	-1.1%	40,509	1.3%	ETF
VTIP Vanguard Short-Term Inflation-Protected Securities ETF	$6,533,552	$131,287 ▼	-2.0%	130,933	1.2%	Manufacturing
META Meta Platforms	$5,636,233	$496,823 ▲	9.7%	9,779	1.0%	Computer and Technology
VYM Vanguard High Dividend Yield ETF	$5,493,051	$179,125 ▼	-3.2%	42,595	1.0%	ETF
IJR iShares Core S&P Small-Cap ETF	$5,213,651	$2,405 ▼	0.0%	49,858	1.0%	ETF
QQQ Invesco QQQ	$5,141,239	$10,785 ▼	-0.2%	10,964	0.9%	Finance
UNH UnitedHealth Group	$4,962,008	$46,090 ▼	-0.9%	9,474	0.9%	Medical
BRK.A Berkshire Hathaway	$4,790,650		0.0%	6	0.9%	Finance
SPGP Invesco S&P 500 GARP ETF	$4,584,991	$21,274 ▲	0.5%	45,905	0.8%	ETF
VOE Vanguard Mid-Cap Value ETF	$4,266,993	$41,740 ▼	-1.0%	26,579	0.8%	ETF
MA Mastercard	$4,178,867	$104,143 ▼	-2.4%	7,624	0.8%	Business Services
SPHQ Invesco S&P 500 Quality ETF	$4,167,280	$106,277 ▲	2.6%	62,817	0.8%	ETF
REMITLY GLOBAL INC	$4,019,122		0.0%	193,227	0.7%	COM
WELL Welltower	$3,806,656	$281,906 ▲	8.0%	24,846	0.7%	Finance
TJX TJX Companies	$3,789,076	$176,975 ▲	4.9%	31,109	0.7%	Retail/Wholesale
WMT Walmart	$3,770,844	$19,138 ▲	0.5%	42,953	0.7%	Retail/Wholesale
NOBL ProShares S&P 500 Aristocrats ETF	$3,657,431	$107,187 ▼	-2.8%	35,794	0.7%	ETF
TMUS T-Mobile US	$3,598,185	$210,168 ▲	6.2%	13,491	0.7%	Computer and Technology
VO Vanguard Mid-Cap ETF	$3,521,370	$99,827 ▼	-2.8%	13,616	0.6%	ETF
CB Chubb	$3,441,176	$215,621 ▲	6.7%	11,395	0.6%	Finance
V Visa	$3,372,126	$433,869 ▼	-11.4%	9,622	0.6%	Business Services
AMH American Homes 4 Rent	$3,269,695	$56,337 ▲	1.8%	86,477	0.6%	Finance
GS The Goldman Sachs Group	$3,158,102	$217,970 ▼	-6.5%	5,781	0.6%	Finance
CVX Chevron	$3,073,452	$28,272 ▲	0.9%	18,372	0.6%	Energy
BRK.B Berkshire Hathaway	$3,059,672	$59,116 ▲	2.0%	5,745	0.6%	Finance
NEAR iShares Short Duration Bond Active ETF	$2,961,041	$23,705 ▼	-0.8%	58,208	0.5%	ETF
VT Vanguard Total World Stock ETF	$2,906,743		0.0%	25,069	0.5%	ETF
ARISTA NETWORKS INC	$2,687,626	$2,357,949 ▲	715.2%	34,688	0.5%	COM SHS
BLACKROCK ETF TRUST II	$2,652,678	$2,652,678 ▲	New Holding	53,557	0.5%	ISHARES HIGH YIE
LLY Eli Lilly and Company	$2,620,612	$58,640 ▼	-2.2%	3,173	0.5%	Medical
PEP PepsiCo	$2,620,202	$174,380 ▲	7.1%	17,475	0.5%	Consumer Staples
IVV iShares Core S&P 500 ETF	$2,603,689	$5,619 ▲	0.2%	4,634	0.5%	ETF
MRK Merck & Co., Inc.	$2,600,968	$110,404 ▲	4.4%	28,977	0.5%	Medical
IWF iShares Russell 1000 Growth ETF	$2,585,043	$92,800 ▲	3.7%	7,159	0.5%	ETF
ESGD iShares ESG Aware MSCI EAFE ETF	$2,515,807	$89,859 ▲	3.7%	30,797	0.5%	Manufacturing
IWM iShares Russell 2000 ETF	$2,515,004	$141,241 ▲	6.0%	12,607	0.5%	Finance
MDT Medtronic	$2,501,253	$152,043 ▲	6.5%	27,835	0.5%	Medical
COST Costco Wholesale	$2,479,835	$14,187 ▼	-0.6%	2,622	0.5%	Retail/Wholesale
VTV Vanguard Value ETF	$2,472,481	$96,564 ▲	4.1%	14,313	0.5%	ETF
IJK iShares S&P Mid-Cap 400 Growth ETF	$2,458,675	$72,204 ▼	-2.9%	29,523	0.5%	ETF
CSCO Cisco Systems	$2,417,551	$32,027 ▲	1.3%	39,176	0.4%	Computer and Technology
TMO Thermo Fisher Scientific	$2,412,365	$107,482 ▼	-4.3%	4,848	0.4%	Medical
TT Trane Technologies	$2,328,454	$1,011 ▲	0.0%	6,911	0.4%	Construction
TLT iShares 20+ Year Treasury Bond ETF	$2,315,530	$2,315,530 ▲	New Holding	25,437	0.4%	ETF
AMT American Tower	$2,304,166	$146,662 ▲	6.8%	10,589	0.4%	Finance
VEA Vanguard FTSE Developed Markets ETF	$2,289,332	$540,170 ▲	30.9%	45,039	0.4%	ETF
VOT Vanguard Mid-Cap Growth ETF	$2,233,563	$117,183 ▲	5.5%	9,130	0.4%	ETF
ISHARES BITCOIN TRUST ETF	$2,193,011	$2,193,011 ▲	New Holding	46,849	0.4%	SHS BEN INT
TXN Texas Instruments	$2,167,362	$153,823 ▲	7.6%	12,061	0.4%	Computer and Technology
FTSM First Trust Enhanced Short Maturity ETF	$2,149,932	$7,001 ▼	-0.3%	35,928	0.4%	Manufacturing
IJJ iShares S&P Mid-Cap 400 Value ETF	$2,144,604	$30,651 ▼	-1.4%	17,912	0.4%	ETF
AZN AstraZeneca	$2,131,500	$44,615 ▼	-2.1%	29,000	0.4%	Medical
VNQ Vanguard Real Estate ETF	$2,106,051	$384,161 ▲	22.3%	23,261	0.4%	ETF
VBK Vanguard Small-Cap Growth ETF	$2,028,511	$67,726 ▲	3.5%	8,057	0.4%	ETF
RTX RTX	$1,812,053	$6,226 ▲	0.3%	13,680	0.3%	Aerospace
QCOM QUALCOMM	$1,751,000	$158,065 ▲	9.9%	11,399	0.3%	Computer and Technology
VB Vanguard Small-Cap ETF	$1,749,284	$2,661 ▼	-0.2%	7,889	0.3%	ETF
VWO Vanguard FTSE Emerging Markets ETF	$1,615,782	$325,148 ▲	25.2%	35,700	0.3%	ETF
VUSB Vanguard Ultra-Short Bond ETF	$1,614,604	$1,614,604 ▲	New Holding	32,386	0.3%	ETF
PLD Prologis	$1,608,546	$53,100 ▲	3.4%	14,389	0.3%	Finance
ABBV AbbVie	$1,601,152	$83,179 ▲	5.5%	7,642	0.3%	Medical
HON Honeywell International	$1,544,928	$5,506 ▼	-0.4%	7,296	0.3%	Multi-Sector Conglomerates
BAC Bank of America	$1,517,219	$26,248 ▲	1.8%	36,358	0.3%	Finance
JNJ Johnson & Johnson	$1,508,812	$4,809 ▲	0.3%	9,098	0.3%	Medical
VGT Vanguard Information Technology ETF	$1,506,732	$38,509 ▲	2.6%	2,778	0.3%	ETF
KMI Kinder Morgan	$1,488,867	$20,656 ▲	1.4%	52,186	0.3%	Energy
IWV iShares Russell 3000 ETF	$1,478,614	$6,353 ▼	-0.4%	4,655	0.3%	ETF
AMGN Amgen	$1,455,920	$65,116 ▲	4.7%	4,673	0.3%	Medical
PG Procter & Gamble	$1,452,149	$67,145 ▲	4.8%	8,521	0.3%	Consumer Staples
GLD SPDR Gold Shares	$1,437,530	$849,725 ▲	144.6%	4,989	0.3%	Finance
DLR Digital Realty Trust	$1,398,224	$108,041 ▲	8.4%	9,758	0.3%	Finance
SPG Simon Property Group	$1,330,467	$100,146 ▲	8.1%	8,011	0.2%	Finance
CCI Crown Castle	$1,303,500	$154,156 ▲	13.4%	12,506	0.2%	Finance
MCD McDonald's	$1,272,595	$5,310 ▼	-0.4%	4,074	0.2%	Retail/Wholesale
CWS AdvisorShares Focused Equity ETF	$1,256,369	$32,146 ▲	2.6%	19,190	0.2%	ETF
LQD iShares iBoxx $ Investment Grade Corporate Bond ETF	$1,252,435	$54,236 ▼	-4.2%	11,523	0.2%	Finance
TSM Taiwan Semiconductor Manufacturing	$1,239,854	$216,796 ▼	-14.9%	7,469	0.2%	Computer and Technology
MINT PIMCO Enhanced Short Maturity Exchange-Traded Fund	$1,191,643	$585,407 ▲	96.6%	11,843	0.2%	ETF
IGSB iShares 1-5 Year Investment Grade Corporate Bond ETF	$1,189,061	$50,013 ▼	-4.0%	22,705	0.2%	Manufacturing
IJS iShares S&P Small-Cap 600 Value ETF	$1,133,790	$178,096 ▼	-13.6%	11,631	0.2%	ETF
TSLA Tesla	$1,130,715	$155,237 ▲	15.9%	4,363	0.2%	Auto/Tires/Trucks
SMMD iShares Russell 2500 ETF	$1,113,962	$18,637 ▼	-1.6%	17,812	0.2%	ETF
EQIX Equinix	$1,096,646	$21,199 ▼	-1.9%	1,345	0.2%	Finance

Showing largest 100 holdings. View all holdings.

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Catalytic Wealth Ria, LLC Top Holdings and 13F Report (2025)

About Catalytic Wealth Ria, LLC

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools

About MarketBeat

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Catalytic Wealth Ria, LLC Top Holdings and 13F Report (2025)

About Catalytic Wealth Ria, LLC

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Map of 500 Largest Holdings ofCatalytic Wealth Ria, LLC

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

MarketBeat All Access Features

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools