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

About Catalytic Wealth Ria, LLC

Investment Activity

Catalytic Wealth Ria, LLC has $1.22 billion in total holdings as of June 30, 2025.
Catalytic Wealth Ria, LLC owns shares of 526 different stocks, but just 136 companies or ETFs make up 80% of its holdings.
Approximately 54.38% of the portfolio was purchased this quarter.
About 1.89% of the portfolio was sold this quarter.
This quarter, Catalytic Wealth Ria, LLC has purchased 305 new stocks and bought additional shares in 213 stocks.
Catalytic Wealth Ria, LLC sold shares of 73 stocks and completely divested from 10 stocks this quarter.

Largest Holdings

Meta Platforms: $70,143,068
Salesforce: $61,649,755
Microsoft: $59,029,940
NVIDIA: $54,947,218
Apple: $46,926,493

Largest New Holdings this Quarter

75734B100 - REDDIT INC: $7,973,735 Holding
871607107 - Synopsys: $6,752,508 Holding
97717X552 - WisdomTree Europe Hedged SmallCap Equity Fund: $4,819,772 Holding
26603R106 - DUOLINGO INC: $4,353,592 Holding
25809K105 - DOORDASH INC: $4,199,298 Holding

Largest Purchases this Quarter

Meta Platforms: 85,254 shares (about $62.93M)
NVIDIA: 270,197 shares (about $42.69M)
Microsoft: 67,042 shares (about $33.35M)
Apple: 117,785 shares (about $24.17M)
Amazon.com: 94,956 shares (about $20.83M)

Largest Sales this Quarter

iShares Core S&P Small-Cap ETF: 20,483 shares (about $2.24M)
ProShares S&P 500 Aristocrats ETF: 16,015 shares (about $1.61M)
The Goldman Sachs Group: 2,268 shares (about $1.61M)
Vanguard Short-Term Inflation-Protected Securities ETF: 26,779 shares (about $1.35M)
Invesco S&P 500 Equal Weight ETF: 6,721 shares (about $1.22M)

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
META Meta Platforms	$70,143,068	$62,925,269 ▲	871.8%	95,033	5.7%	Computer and Technology
CRM Salesforce	$61,649,755	$3,403,171 ▲	5.8%	226,080	5.0%	Computer and Technology
MSFT Microsoft	$59,029,940	$33,347,253 ▲	129.8%	118,675	4.8%	Computer and Technology
NVDA NVIDIA	$54,947,218	$42,688,450 ▲	348.2%	347,789	4.5%	Computer and Technology
AAPL Apple	$46,926,493	$24,165,954 ▲	106.2%	228,720	3.8%	Computer and Technology
GOOG Alphabet	$38,030,923	$20,400,343 ▲	115.7%	214,392	3.1%	Computer and Technology
AMZN Amazon.com	$30,837,458	$20,832,397 ▲	208.2%	140,560	2.5%	Retail/Wholesale
GOOGL Alphabet	$28,751,207	$20,041,572 ▲	230.1%	163,146	2.3%	Computer and Technology
SPY SPDR S&P 500 ETF Trust	$18,226,432	$1,237,544 ▲	7.3%	29,500	1.5%	Finance
V Visa	$14,199,870	$10,783,579 ▲	315.7%	39,994	1.2%	Business Services
AVGO Broadcom	$14,089,574	$12,495,490 ▲	783.9%	51,114	1.2%	Computer and Technology
JPM JPMorgan Chase & Co.	$13,884,080	$4,744,377 ▲	51.9%	47,891	1.1%	Finance
BRK.B Berkshire Hathaway	$10,389,649	$7,598,900 ▲	272.3%	21,388	0.8%	Finance
VTI Vanguard Total Stock Market ETF	$10,381,301	$1,464,026 ▲	16.4%	34,157	0.8%	ETF
VOO Vanguard S&P 500 ETF	$9,674,610	$847,494 ▲	9.6%	17,032	0.8%	ETF
LLY Eli Lilly and Company	$9,348,903	$6,875,454 ▲	278.0%	11,993	0.8%	Medical
QQQ Invesco QQQ	$9,170,423	$3,122,269 ▲	51.6%	16,624	0.7%	Finance
VUG Vanguard Growth ETF	$9,147,658	$194,211 ▼	-2.1%	20,866	0.7%	ETF
IVW iShares S&P 500 Growth ETF	$8,796,990	$7,267 ▲	0.1%	79,900	0.7%	ETF
ORCL Oracle	$8,777,557	$7,157,290 ▲	441.7%	40,148	0.7%	Computer and Technology
TCW ETF TRUST	$8,734,996	$179,108 ▼	-2.0%	249,358	0.7%	COMPOUNDERS ETF
MA Mastercard	$8,478,551	$4,194,320 ▲	97.9%	15,088	0.7%	Business Services
VIG Vanguard Dividend Appreciation ETF	$8,204,197	$444,134 ▼	-5.1%	40,085	0.7%	ETF
COST Costco Wholesale	$8,117,522	$5,521,895 ▲	212.7%	8,200	0.7%	Retail/Wholesale
BRK.A Berkshire Hathaway	$8,016,800	$3,644,000 ▲	83.3%	11	0.7%	Finance
REDDIT INC	$7,973,735	$7,973,735 ▲	New Holding	52,957	0.7%	CL A
IJH iShares Core S&P Mid-Cap ETF	$7,816,071	$434 ▲	0.0%	126,025	0.6%	ETF
NOW ServiceNow	$7,529,658	$6,375,124 ▲	552.2%	7,324	0.6%	Computer and Technology
IVV iShares Core S&P 500 ETF	$7,493,251	$4,615,912 ▲	160.4%	12,068	0.6%	ETF
PSA Public Storage	$7,334,620	$143,482 ▲	2.0%	24,997	0.6%	Finance
WMT Walmart	$6,852,070	$2,652,102 ▲	63.1%	70,076	0.6%	Retail/Wholesale
TJX TJX Companies	$6,792,567	$2,950,917 ▲	76.8%	55,005	0.6%	Retail/Wholesale
SNPS Synopsys	$6,752,508	$6,752,508 ▲	New Holding	13,171	0.6%	Computer and Technology
TXN Texas Instruments	$6,611,451	$4,107,346 ▲	164.0%	31,844	0.5%	Computer and Technology
NFLX Netflix	$6,500,137	$5,822,537 ▲	859.3%	4,854	0.5%	Consumer Discretionary
ARISTA NETWORKS INC	$6,253,392	$2,704,463 ▲	76.2%	61,122	0.5%	COM SHS
RSP Invesco S&P 500 Equal Weight ETF	$6,140,631	$1,221,475 ▼	-16.6%	33,788	0.5%	ETF
BKNG Booking	$5,933,971	$4,949,800 ▲	502.9%	1,025	0.5%	Retail/Wholesale
HD Home Depot	$5,626,214	$4,722,060 ▲	522.3%	15,345	0.5%	Retail/Wholesale
ABBV AbbVie	$5,562,846	$4,144,338 ▲	292.2%	29,969	0.5%	Medical
UNH UnitedHealth Group	$5,493,263	$2,537,608 ▲	85.9%	17,608	0.4%	Medical
TSLA Tesla	$5,331,288	$3,945,337 ▲	284.7%	16,783	0.4%	Auto/Tires/Trucks
VTIP Vanguard Short-Term Inflation-Protected Securities ETF	$5,235,831	$1,346,183 ▼	-20.5%	104,154	0.4%	Manufacturing
TSM Taiwan Semiconductor Manufacturing	$5,099,422	$3,407,768 ▲	201.4%	22,515	0.4%	Computer and Technology
CB Chubb	$5,025,483	$1,724,124 ▲	52.2%	17,346	0.4%	Finance
ISRG Intuitive Surgical	$4,858,085	$3,777,243 ▲	349.5%	8,940	0.4%	Medical
PEP PepsiCo	$4,841,379	$2,533,980 ▲	109.8%	36,666	0.4%	Consumer Staples
EUSC WisdomTree Europe Hedged SmallCap Equity Fund	$4,819,772	$4,819,772 ▲	New Holding	103,473	0.4%	Finance
XOM Exxon Mobil	$4,715,984	$3,965,596 ▲	528.5%	43,748	0.4%	Energy
CSCO Cisco Systems	$4,570,338	$1,852,307 ▲	68.1%	65,874	0.4%	Computer and Technology
VYM Vanguard High Dividend Yield ETF	$4,465,218	$1,213,121 ▼	-21.4%	33,495	0.4%	ETF
SPGP Invesco S&P 500 GARP ETF	$4,453,990	$489,922 ▼	-9.9%	41,356	0.4%	ETF
VO Vanguard Mid-Cap ETF	$4,421,034	$610,869 ▲	16.0%	15,799	0.4%	ETF
BAC Bank of America	$4,364,743	$2,644,285 ▲	153.7%	92,239	0.4%	Finance
PLD Prologis	$4,358,906	$2,846,334 ▲	188.2%	41,466	0.4%	Finance
DUOLINGO INC	$4,353,592	$4,353,592 ▲	New Holding	10,618	0.4%	CL A COM
WELL Welltower	$4,238,951	$419,375 ▲	11.0%	27,574	0.3%	Finance
DOORDASH INC	$4,199,298	$4,199,298 ▲	New Holding	17,035	0.3%	CL A
LINDE PLC	$4,192,123	$3,338,215 ▲	390.9%	8,935	0.3%	SHS
PH Parker-Hannifin	$4,138,435	$3,483,969 ▲	532.3%	5,925	0.3%	Industrials
SPHQ Invesco S&P 500 Quality ETF	$4,097,789	$378,532 ▼	-8.5%	57,505	0.3%	ETF
TMO Thermo Fisher Scientific	$3,994,997	$2,029,327 ▲	103.2%	9,853	0.3%	Medical
VOE Vanguard Mid-Cap Value ETF	$3,941,855	$429,414 ▼	-9.8%	23,968	0.3%	ETF
PG Procter & Gamble	$3,879,442	$2,521,876 ▲	185.8%	24,350	0.3%	Consumer Staples
CVX Chevron	$3,808,711	$1,178,024 ▲	44.8%	26,599	0.3%	Energy
GLD SPDR Gold Shares	$3,769,326	$2,248,488 ▲	147.8%	12,365	0.3%	Finance
IWF iShares Russell 1000 Growth ETF	$3,759,344	$719,685 ▲	23.7%	8,854	0.3%	ETF
TT Trane Technologies	$3,759,102	$736,161 ▲	24.4%	8,594	0.3%	Construction
ABT Abbott Laboratories	$3,712,937	$2,790,789 ▲	302.6%	27,299	0.3%	Medical
REMITLY GLOBAL INC	$3,626,871		0.0%	193,227	0.3%	COM
HOOD Robinhood Markets	$3,608,500	$3,608,500 ▲	New Holding	38,540	0.3%	Finance
PANW Palo Alto Networks	$3,579,358	$2,810,321 ▲	365.4%	17,491	0.3%	Computer and Technology
TMUS T-Mobile US	$3,575,091	$360,726 ▲	11.2%	15,005	0.3%	Computer and Technology
ICE Intercontinental Exchange	$3,566,840	$3,566,840 ▲	New Holding	19,441	0.3%	Finance
JNJ Johnson & Johnson	$3,472,466	$2,082,746 ▲	149.9%	22,733	0.3%	Medical
PWR Quanta Services	$3,468,506	$3,112,355 ▲	873.9%	9,174	0.3%	Construction
LIND Lindblad Expeditions	$3,466,795	$3,466,795 ▲	New Holding	297,069	0.3%	Consumer Discretionary
ADI Analog Devices	$3,359,176	$2,868,141 ▲	584.1%	14,113	0.3%	Computer and Technology
VT Vanguard Total World Stock ETF	$3,339,759	$117,854 ▲	3.7%	25,986	0.3%	ETF
RTX RTX	$3,231,574	$1,234,017 ▲	61.8%	22,131	0.3%	Aerospace
IJR iShares Core S&P Small-Cap ETF	$3,210,424	$2,238,608 ▼	-41.1%	29,375	0.3%	ETF
SPOT Spotify Technology	$3,181,392	$3,181,392 ▲	New Holding	4,146	0.3%	Computer and Technology
UBER Uber Technologies	$3,181,064	$2,796,575 ▲	727.3%	34,095	0.3%	Computer and Technology
ETN Eaton	$3,168,286	$2,342,568 ▲	283.7%	8,875	0.3%	Industrials
AMH American Homes 4 Rent	$3,116,015	$3,210 ▼	-0.1%	86,388	0.3%	Finance
WFC Wells Fargo & Company	$3,070,839	$2,719,433 ▲	773.9%	38,328	0.3%	Finance
MS Morgan Stanley	$3,048,233	$3,048,233 ▲	New Holding	21,640	0.2%	Finance
UNP Union Pacific	$3,026,932	$2,546,065 ▲	529.5%	13,156	0.2%	Transportation
QCOM QUALCOMM	$2,947,425	$1,132,020 ▲	62.4%	18,507	0.2%	Computer and Technology
MDT Medtronic	$2,926,210	$499,833 ▲	20.6%	33,569	0.2%	Medical
CTAS Cintas	$2,920,934	$2,920,934 ▲	New Holding	13,106	0.2%	Business Services
AMT American Tower	$2,908,844	$568,463 ▲	24.3%	13,161	0.2%	Finance
MCK McKesson	$2,904,007	$2,596,972 ▲	845.8%	3,963	0.2%	Medical
INTU Intuit	$2,900,054	$2,282,552 ▲	369.6%	3,682	0.2%	Computer and Technology
EQIX Equinix	$2,825,509	$1,755,602 ▲	164.1%	3,552	0.2%	Finance
BLOCK INC	$2,812,845	$2,812,845 ▲	New Holding	41,408	0.2%	CL A
KO CocaCola	$2,805,591	$1,955,318 ▲	230.0%	39,655	0.2%	Consumer Staples
HON Honeywell International	$2,798,286	$1,099,194 ▲	64.7%	12,016	0.2%	Multi-Sector Conglomerates
PGR Progressive	$2,770,807	$2,770,807 ▲	New Holding	10,383	0.2%	Finance
ESGD iShares ESG Aware MSCI EAFE ETF	$2,747,708		0.0%	30,797	0.2%	Manufacturing

Showing largest 100 holdings. View all holdings.

More Institutional Buying and Selling Information

SEC Filings and Trading Data

Get 30 Days of MarketBeat All Access for Free

Start Your 30-Day Trial

In-depth profiles and analysis for 20,000 public companies.
Real-time analyst ratings, insider transactions, earnings data, and more.
Our daily ratings and market update email newsletter.

Sign In
Create Account

Your Email Address:

Your Password:

Forgot your password?

Your Email Address:

Choose a Password:

By creating a free account, you agree to our terms of service. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.

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

MarketBeat Products

Popular Tools

Financial Calendars

Terms & Info

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