Catalytic Wealth Ria, LLC Holdings & Portfolio - 13F Filings Analysis - Stocknear

Catalytic Wealth Ria, LLC

CIK Number: 0002011169

1.22B
Market Value
519
# of Holdings
3 months
Avg. Holding Period
Win Rate
Peformance 3-Years

Filing Date: Jul 17, 2025

Rank Symbol Name Price % Change Shares % Change Shares Market Value Avg. Price Paid % Weight Asset Type
1 META Meta Platforms,...
727.05
+1.35% 95.03K +871.81% 70.14M 707.63 5.73% Share
2 CRM Salesforce, Inc...
238.80
+1.32% 226.08K +5.84% 61.65M 299.35 5.04% Share
3 MSFT Microsoft Corpo...
515.74
-0.76% 118.67K +129.84% 59.03M 461.07 4.82% Share
4 NVDA NVIDIA Corporat...
188.89
+0.88% 347.79K +348.23% 54.95M 139.61 4.49% Share
5 AAPL Apple Inc.
257.13
+0.66% 228.72K +106.17% 46.93M 198.36 3.84% Share
6 GOOG Alphabet Inc.
246.43
+0.36% 214.39K +115.71% 38.03M 166.95 3.11% Share
7 AMZN Amazon.com, Inc...
222.41
+0.81% 140.56K +208.22% 30.84M 204 2.52% Share
8 GOOGL Alphabet Inc.
245.69
+0.32% 163.15K +230.11% 28.75M 167.83 2.35% Share
9 SPY SPDR S&P 500 ET...
669.16
+0.11% 29.5K +7.28% 18.23M 504.47 1.49% Share
10 V Visa Inc.
346.01
-0.52% 39.99K +315.65% 14.2M 333.32 1.16% Share
11 AVGO Broadcom Inc.
338.18
+1.44% 51.11K +783.87% 14.09M 260.33 1.15% Share
12 JPM JPMorgan Chase ...
307.56
-1.01% 47.89K +51.91% 13.88M 223.94 1.13% Share
13 BRK-B Berkshire Hatha...
495.96
-0.45% 21.39K +272.29% 10.39M 458.07 0.85% Share
14 VTI Vanguard Total ...
329.77
+0.14% 34.16K +16.42% 10.38M 265.64 0.85% Share
15 VOO Vanguard S&P 50...
615.21
+0.10% 17.03K +9.60% 9.67M 482.03 0.79% Share
16 LLY Eli Lilly and C...
820.20
-0.63% 11.99K +277.97% 9.35M 741.7 0.76% Share
17 QQQ Invesco QQQ Tru...
605.72
+0.41% 16.62K +51.62% 9.17M 483.99 0.75% Share
18 VUG Vanguard Growth...
483.23
+0.28% 20.87K -2.08% 9.15M 353.16 0.75% Share
19 IVW iShares S&P 500...
121.41
+0.15% 79.9K +0.08% 8.8M 83.26 0.72% Share
20 ORCL Oracle Corporat...
289.01
0.00% 40.15K +441.74% 8.78M 200.6 0.72% Share
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