CATALYTIC WEALTH RIA, LLC Top 13F Holdings - WhaleWisdom.com

Catalytic Wealth Ria is a large advisory firm with 107 clients and discretionary assets under management (AUM) of $1,714,816,648 (Form ADV from 2024-06-04). Their last reported 13F …

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$1714816648
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CATALYTIC WEALTH RIA, LLC Top 13F Holdings - WhaleWisdom.com

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Catalytic Wealth Ria is a large advisory firm with 107 clients and discretionary assets under management (AUM) of $1,714,816,648 (Form ADV from 2024-06-04). Their last reported 13F …

whalewisdom.com

$2.34
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Catalytic Wealth Ria 13F Annual Report (2024) - Wallmine

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Recent trades. In the most recent 13F filing, Catalytic Wealth Ria revealed that it had opened a new position in Remitly Global Inc and bought 193,227 shares worth $2.34 billion. The …

wallmine.com

$573
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Catalytic Wealth RIA, LLC Q3 2024 13F Top Portfolio Holdings

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Catalytic Wealth RIA, LLC reported 296 holdings with total value $573 M as of Q3 2024. Top holdings included CRM, AAPL, MSFT, GOOG, and SPY. Catalytic Wealth RIA, LLC Q3 2024 …

13f.info

4%
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Catalytic Wealth RIA LLC Purchases 6,666 Shares Of ... - MarketBeat

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2 days ago · November 15, 2024. Catalytic Wealth RIA LLC lifted its position in Broadcom Inc. (NASDAQ:AVGO - Free Report) by 1,022.4% in the 3rd quarter, according to its most recent …

marketbeat.com

$500
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Catalytic Wealth RIA, LLC Q1 2024 13F Top Portfolio Holdings

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Catalytic Wealth RIA, LLC reported 272 holdings with total value $500 M as of Q1 2024. Top holdings included CRM, MSFT, AAPL, GOOG, and SPY. Catalytic Wealth RIA, LLC Q1 2024 …

13f.info

8%
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The Home Depot, Inc. (NYSE:HD) Shares Acquired By Catalytic …

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6 days ago · Catalytic Wealth RIA LLC boosted its position in The Home Depot, Inc. (NYSE:HD - Free Report) by 63.8% in the 3rd quarter, according to the company in its most recent Form …

marketbeat.com

5%
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Catalytic Wealth RIA LLC Purchases 8,856 Shares Of ... - ETF Daily …

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1 day ago · Catalytic Wealth RIA LLC lifted its holdings in JPMorgan Chase & Co. by 43.5% in the 3rd quarter, according to the company in its most recent filing with the Securities and …

etfdailynews.com

$507
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Catalytic Wealth RIA, LLC Q2 2024 13F Top Portfolio Holdings

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May 10, 2024 · Catalytic Wealth RIA, LLC reported 268 holdings with total value $507 M as of Q2 2024. Top holdings included CRM, MSFT, AAPL, GOOG, and SPY. Catalytic Wealth RIA, LLC …

13f.info

6%
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Catalytic Wealth RIA LLC Has $3.91 Million Stock Holdings

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6 days ago · Catalytic Wealth RIA LLC trimmed its position in shares of Visa Inc. (NYSE:V - Free Report) by 12.6% during the third quarter, according to the company in its most recent Form …

marketbeat.com

6%
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Catalytic Wealth RIA LLC Sells 1,199 Shares Of Netflix ... - MarketBeat

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5 days ago · Catalytic Wealth RIA LLC lessened its position in shares of Netflix, Inc. (NASDAQ:NFLX - Free Report) by 63.6% in the third quarter, according to the company in its …

marketbeat.com

2%
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Invesco QQQ (NASDAQ:QQQ) Shares Sold By Catalytic Wealth RIA …

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6 days ago · November 11, 2024. Catalytic Wealth RIA LLC lessened its holdings in shares of Invesco QQQ (NASDAQ:QQQ - Free Report) by 12.2% in the 3rd quarter, according to the …

marketbeat.com