Catalytic Wealth RIA
Latest statistics and disclosures from Catalytic Wealth RIA's latest quarterly 13F-HR filing:
- Central Index Key (CIK): 0002011169
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Portfolio Holdings for Catalytic Wealth RIA
Catalytic Wealth RIA holds 222 positions in its portfolio as reported in the December 2023 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Apple (AAPL) | 6.3 | $14M | 73k | 192.53 |
|
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| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 3.5 | $7.8M | 17k | 475.31 |
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| Microsoft Corporation (MSFT) | 3.1 | $6.8M | 18k | 376.04 |
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| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 2.9 | $6.5M | 41k | 157.80 |
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| Vanguard Specialized Funds Div App Etf (VIG) | 2.6 | $5.7M | 33k | 170.40 |
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| Vanguard Intl Equity Index F Tt Wrld St Etf (VT) | 2.3 | $5.1M | 50k | 102.88 |
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| Vanguard Whitehall Fds High Div Yld (VYM) | 2.3 | $5.0M | 45k | 111.63 |
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| Alphabet Cap Stk Cl A (GOOGL) | 2.2 | $5.0M | 36k | 139.69 |
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| Proshares Tr S&p 500 Dv Arist (NOBL) | 1.9 | $4.2M | 44k | 95.20 |
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| Invesco Exchange Traded Fd T S&p 500 Garp Etf (SPGP) | 1.8 | $4.1M | 42k | 98.04 |
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| Vanguard Index Fds Mcap Vl Idxvip (VOE) | 1.8 | $4.0M | 28k | 145.01 |
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| NVIDIA Corporation (NVDA) | 1.6 | $3.7M | 7.4k | 495.22 |
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| UnitedHealth (UNH) | 1.4 | $3.2M | 6.0k | 526.47 |
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| Invesco Exchange Traded Fd T S&p500 Quality (SPHQ) | 1.4 | $3.1M | 58k | 54.08 |
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| Visa Com Cl A (V) | 1.3 | $3.0M | 11k | 260.35 |
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| Ishares Tr 0-5yr Hi Yl Cp (SHYG) | 1.3 | $2.9M | 70k | 42.22 |
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| JPMorgan Chase & Co. (JPM) | 1.3 | $2.9M | 17k | 170.10 |
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| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 1.2 | $2.7M | 6.2k | 436.80 |
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| Amazon (AMZN) | 1.1 | $2.5M | 17k | 151.94 |
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| Chevron Corporation (CVX) | 1.1 | $2.3M | 16k | 149.16 |
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| Nike CL B (NKE) | 1.0 | $2.3M | 21k | 108.57 |
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| salesforce (CRM) | 1.0 | $2.3M | 8.6k | 263.14 |
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| Westrock (WRK) | 1.0 | $2.1M | 52k | 41.52 |
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| Meta Platforms Cl A (META) | 0.9 | $2.0M | 5.7k | 353.96 |
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| Johnson & Johnson (JNJ) | 0.9 | $2.0M | 13k | 156.74 |
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| Mastercard Incorporated Cl A (MA) | 0.9 | $1.9M | 4.5k | 426.51 |
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| Astrazeneca Sponsored Adr (AZN) | 0.8 | $1.8M | 26k | 67.35 |
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| Ishares Tr S&p Mc 400vl Etf (IJJ) | 0.8 | $1.8M | 15k | 114.04 |
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| Ishares U S Etf Tr Blackrock Sh Dur (NEAR) | 0.8 | $1.7M | 35k | 50.52 |
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| Alphabet Cap Stk Cl C (GOOG) | 0.8 | $1.7M | 12k | 140.93 |
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| Bank of America Corporation (BAC) | 0.8 | $1.7M | 50k | 33.67 |
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| Cisco Systems (CSCO) | 0.7 | $1.6M | 32k | 50.52 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.7 | $1.6M | 4.4k | 356.66 |
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| Spdr Gold Tr Gold Shs (GLD) | 0.7 | $1.5M | 8.0k | 191.17 |
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| Honeywell International (HON) | 0.7 | $1.5M | 7.3k | 209.71 |
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| Ishares Tr Iboxx Inv Cp Etf (LQD) | 0.7 | $1.5M | 14k | 110.66 |
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| United Parcel Service CL B (UPS) | 0.7 | $1.5M | 9.4k | 157.23 |
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| Ishares Tr Ishs 1-5yr Invs (IGSB) | 0.7 | $1.5M | 29k | 51.27 |
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| Ishares Tr Core S&p500 Etf (IVV) | 0.7 | $1.5M | 3.1k | 477.63 |
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| Novo-nordisk A S Adr (NVO) | 0.6 | $1.4M | 14k | 103.45 |
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| Abbvie (ABBV) | 0.6 | $1.4M | 9.3k | 154.97 |
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| Eli Lilly & Co. (LLY) | 0.6 | $1.4M | 2.4k | 582.92 |
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| Wal-Mart Stores (WMT) | 0.6 | $1.4M | 8.9k | 157.65 |
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| Costco Wholesale Corporation (COST) | 0.6 | $1.3M | 1.9k | 660.08 |
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| McDonald's Corporation (MCD) | 0.6 | $1.3M | 4.3k | 296.51 |
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| Ishares Tr Russell 3000 Etf (IWV) | 0.6 | $1.3M | 4.6k | 273.74 |
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| Ishares Tr Rusel 2500 Etf (SMMD) | 0.6 | $1.2M | 20k | 61.57 |
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| CVS Caremark Corporation (CVS) | 0.6 | $1.2M | 16k | 78.96 |
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| J P Morgan Exchange Traded F Ultra Shrt Inc (JPST) | 0.5 | $1.2M | 23k | 50.23 |
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| Merck & Co (MRK) | 0.5 | $1.1M | 11k | 109.02 |
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| Raytheon Technologies Corp (RTX) | 0.5 | $1.1M | 14k | 84.14 |
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| Safety Insurance (SAFT) | 0.5 | $1.1M | 15k | 75.99 |
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| Vanguard Index Fds Sml Cp Grw Etf (VBK) | 0.5 | $1.1M | 4.7k | 241.77 |
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| Lowe's Companies (LOW) | 0.5 | $1.1M | 5.0k | 222.55 |
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| Pepsi (PEP) | 0.5 | $1.1M | 6.5k | 169.84 |
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| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.5 | $1.1M | 2.7k | 409.52 |
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| Comcast Corp Cl A (CMCSA) | 0.5 | $1.1M | 25k | 43.85 |
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| Nuveen Div. Advantage Muni. Fund (NAD) | 0.5 | $1.0M | 91k | 11.45 |
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| Thermo Fisher Scientific (TMO) | 0.5 | $1.0M | 2.0k | 530.79 |
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| Pfizer (PFE) | 0.5 | $1.0M | 36k | 28.79 |
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| Kinder Morgan (KMI) | 0.4 | $985k | 56k | 17.64 |
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| Servicenow (NOW) | 0.4 | $957k | 1.4k | 706.49 |
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| ConocoPhillips (COP) | 0.4 | $940k | 8.1k | 116.07 |
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| Accenture Plc Ireland Shs Class A (ACN) | 0.4 | $935k | 2.7k | 350.91 |
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| Asml Holding N V N Y Registry Shs (ASML) | 0.4 | $902k | 1.2k | 756.92 |
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| Metropcs Communications (TMUS) | 0.4 | $892k | 5.6k | 160.33 |
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| Sap Se Spon Adr (SAP) | 0.4 | $872k | 5.6k | 154.59 |
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| Ishares Tr S&p 100 Etf (OEF) | 0.4 | $866k | 3.9k | 223.39 |
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| Ishares Tr Shrt Nat Mun Etf (SUB) | 0.4 | $855k | 8.1k | 105.43 |
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| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.4 | $852k | 11k | 75.10 |
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| TJX Companies (TJX) | 0.4 | $840k | 9.0k | 93.81 |
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| Nuveen Insured Tax-Free Adv Munici (NEA) | 0.4 | $811k | 74k | 11.00 |
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| Automatic Data Processing (ADP) | 0.4 | $787k | 3.4k | 232.97 |
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| Linde SHS (LIN) | 0.3 | $767k | 1.9k | 410.71 |
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| Abbott Laboratories (ABT) | 0.3 | $762k | 6.9k | 110.07 |
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| Zoetis Cl A (ZTS) | 0.3 | $754k | 3.8k | 197.37 |
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| Qualcomm (QCOM) | 0.3 | $745k | 5.1k | 144.63 |
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| Ishares Tr Core S&p Ttl Stk (ITOT) | 0.3 | $739k | 7.0k | 105.23 |
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| Canadian Natl Ry (CNI) | 0.3 | $722k | 5.7k | 125.63 |
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| Boeing Company (BA) | 0.3 | $718k | 2.8k | 260.66 |
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| Medtronic SHS (MDT) | 0.3 | $717k | 8.7k | 82.38 |
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| D.R. Horton (DHI) | 0.3 | $716k | 4.7k | 151.98 |
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| Oracle Corporation (ORCL) | 0.3 | $705k | 6.7k | 105.43 |
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| Home Depot (HD) | 0.3 | $697k | 2.0k | 346.55 |
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| Duke Energy Corp Com New (DUK) | 0.3 | $697k | 7.2k | 97.04 |
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| MercadoLibre (MELI) | 0.3 | $685k | 436.00 | 1571.54 |
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| Procter & Gamble Company (PG) | 0.3 | $682k | 4.7k | 146.54 |
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| Intuit (INTU) | 0.3 | $665k | 1.1k | 625.03 |
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| Chubb (CB) | 0.3 | $663k | 2.9k | 226.00 |
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| Palo Alto Networks (PANW) | 0.3 | $657k | 2.2k | 294.88 |
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| Paypal Holdings (PYPL) | 0.3 | $645k | 11k | 61.41 |
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| Ishares Tr Core Msci Eafe (IEFA) | 0.3 | $638k | 9.1k | 70.35 |
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| Nucor Corporation (NUE) | 0.3 | $638k | 3.7k | 174.04 |
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| Totalenergies Se Sponsored Ads (TTE) | 0.3 | $636k | 9.4k | 67.38 |
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| Parker-Hannifin Corporation (PH) | 0.3 | $626k | 1.4k | 460.70 |
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| Sherwin-Williams Company (SHW) | 0.3 | $608k | 1.9k | 311.90 |
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| Norfolk Southern (NSC) | 0.3 | $608k | 2.6k | 236.38 |
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| Mondelez Intl Cl A (MDLZ) | 0.3 | $600k | 8.3k | 72.43 |
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| BP Sponsored Adr (BP) | 0.3 | $597k | 17k | 35.40 |
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| Roper Industries (ROP) | 0.3 | $594k | 1.1k | 545.17 |
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| S&p Global (SPGI) | 0.3 | $592k | 1.3k | 440.52 |
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| Intuitive Surgical Com New (ISRG) | 0.3 | $586k | 1.7k | 337.36 |
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| Ishares Tr Core S&p Scp Etf (IJR) | 0.3 | $585k | 5.4k | 108.25 |
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| Carrier Global Corporation (CARR) | 0.3 | $577k | 10k | 57.45 |
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| Dollar General (DG) | 0.3 | $577k | 4.2k | 135.95 |
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| Teradyne (TER) | 0.3 | $558k | 5.1k | 108.52 |
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| Booking Holdings (BKNG) | 0.2 | $546k | 154.00 | 3547.22 |
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| Shell Spon Ads (SHEL) | 0.2 | $524k | 8.0k | 65.80 |
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| Starbucks Corporation (SBUX) | 0.2 | $517k | 5.4k | 96.01 |
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| Ishares Tr Msci Usa Qlt Fct (QUAL) | 0.2 | $513k | 3.5k | 147.14 |
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| Canadian Pacific Kansas City (CP) | 0.2 | $510k | 6.4k | 79.06 |
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| Deere & Company (DE) | 0.2 | $505k | 1.3k | 399.87 |
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| Spdr Ser Tr Prtflo S&p500 Hi (SPYD) | 0.2 | $503k | 13k | 39.19 |
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| Invesco Van Kampen Muni Opp Trust (VMO) | 0.2 | $503k | 52k | 9.61 |
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| Ishares Tr Iboxx Hi Yd Etf (HYG) | 0.2 | $502k | 6.5k | 77.39 |
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| Blackrock Muniyield Insured Fund (MYI) | 0.2 | $475k | 41k | 11.64 |
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| CSX Corporation (CSX) | 0.2 | $466k | 13k | 34.67 |
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| Anheuser Busch Inbev Sa Sponsored Adr (BUD) | 0.2 | $462k | 7.1k | 64.62 |
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| Barclays Adr (BCS) | 0.2 | $451k | 57k | 7.88 |
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| Relx Sponsored Adr (RELX) | 0.2 | $449k | 11k | 39.66 |
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| Lockheed Martin Corporation (LMT) | 0.2 | $449k | 990.00 | 453.24 |
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| Emerson Electric (EMR) | 0.2 | $443k | 4.5k | 97.33 |
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| Eaton Corp SHS (ETN) | 0.2 | $440k | 1.8k | 240.82 |
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| PNC Financial Services (PNC) | 0.2 | $440k | 2.8k | 154.85 |
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| Prologis (PLD) | 0.2 | $431k | 3.2k | 133.30 |
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| Eaton Vance Municipal Bond Fund (EIM) | 0.2 | $416k | 41k | 10.13 |
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| Hdfc Bank Sponsored Ads (HDB) | 0.2 | $415k | 6.2k | 67.11 |
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| Ishares Tr Msci Acwi Etf (ACWI) | 0.2 | $414k | 4.1k | 101.77 |
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| Prudential Adr (PUK) | 0.2 | $404k | 18k | 22.45 |
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| PPL Corporation (PPL) | 0.2 | $401k | 15k | 27.10 |
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| British Amern Tob Sponsored Adr (BTI) | 0.2 | $395k | 14k | 29.29 |
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| Union Pacific Corporation (UNP) | 0.2 | $389k | 1.6k | 245.62 |
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| American Tower Reit (AMT) | 0.2 | $388k | 1.8k | 215.88 |
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| Motorola Solutions Com New (MSI) | 0.2 | $383k | 1.2k | 313.09 |
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| Netflix (NFLX) | 0.2 | $380k | 780.00 | 486.88 |
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| Adobe Systems Incorporated (ADBE) | 0.2 | $374k | 627.00 | 596.60 |
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| Diageo Spon Adr New (DEO) | 0.2 | $368k | 2.5k | 145.66 |
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| GSK Sponsored Adr (GSK) | 0.2 | $367k | 9.9k | 37.06 |
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| Koninklijke Philips N V Ny Regis Shs New (PHG) | 0.2 | $363k | 16k | 23.33 |
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| Ishares Tr Usd Inv Grde Etf (USIG) | 0.2 | $357k | 7.0k | 51.26 |
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| Waste Management (WM) | 0.2 | $357k | 2.0k | 179.10 |
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| Pimco Etf Tr Enhan Shrt Ma Ac (MINT) | 0.2 | $355k | 3.6k | 99.79 |
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| Ishares Tr Core S&p Mcp Etf (IJH) | 0.2 | $352k | 1.3k | 277.15 |
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| Bristol Myers Squibb (BMY) | 0.2 | $350k | 6.8k | 51.31 |
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| Vanguard Index Fds Mid Cap Etf (VO) | 0.2 | $346k | 1.5k | 232.64 |
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| Sanofi Sponsored Adr (SNY) | 0.2 | $346k | 7.0k | 49.73 |
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| Equinix (EQIX) | 0.2 | $342k | 424.00 | 805.39 |
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| Pioneer Natural Resources (PXD) | 0.2 | $340k | 1.5k | 224.88 |
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| Dex (DXCM) | 0.2 | $335k | 2.7k | 124.09 |
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| Ishares Tr S&p 500 Val Etf (IVE) | 0.1 | $328k | 1.9k | 173.89 |
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| Novartis Sponsored Adr (NVS) | 0.1 | $323k | 3.2k | 100.97 |
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| Caterpillar (CAT) | 0.1 | $322k | 1.1k | 295.67 |
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| Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) | 0.1 | $315k | 4.1k | 77.37 |
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| Spdr Ser Tr Prtflo S&p500 Vl (SPYV) | 0.1 | $315k | 6.8k | 46.63 |
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| Analog Devices (ADI) | 0.1 | $308k | 1.6k | 198.56 |
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| Booz Allen Hamilton Hldg Cor Cl A (BAH) | 0.1 | $303k | 2.4k | 127.91 |
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| Ishares Tr Core S&p Us Gwt (IUSG) | 0.1 | $299k | 2.9k | 104.10 |
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| Micron Technology (MU) | 0.1 | $295k | 3.5k | 85.34 |
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| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.1 | $294k | 2.8k | 104.00 |
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| 3M Company (MMM) | 0.1 | $293k | 2.7k | 109.32 |
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| SigmaTron International (SGMA) | 0.1 | $292k | 97k | 3.01 |
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| Invesco Van Kampen Trust For Inv Grd Mun (VGM) | 0.1 | $292k | 30k | 9.89 |
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| Arthur J. Gallagher & Co. (AJG) | 0.1 | $291k | 1.3k | 224.88 |
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| Ing Groep Sponsored Adr (ING) | 0.1 | $289k | 19k | 15.02 |
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| Welltower Inc Com reit (WELL) | 0.1 | $289k | 3.2k | 90.17 |
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| Ishares Tr Rus Mid Cap Etf (IWR) | 0.1 | $280k | 3.6k | 77.73 |
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| Air Products & Chemicals (APD) | 0.1 | $280k | 1.0k | 273.80 |
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| Invesco Van Kampen Municipal Trust (VKQ) | 0.1 | $279k | 29k | 9.53 |
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| Icon SHS (ICLR) | 0.1 | $279k | 986.00 | 283.07 |
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| Amgen (AMGN) | 0.1 | $272k | 945.00 | 288.02 |
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| Te Connectivity SHS (TEL) | 0.1 | $269k | 1.9k | 140.50 |
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| Vanguard Index Fds Total Stk Mkt (VTI) | 0.1 | $268k | 1.1k | 237.19 |
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| Wp Carey (WPC) | 0.1 | $265k | 4.1k | 64.81 |
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| Digital Realty Trust (DLR) | 0.1 | $264k | 2.0k | 134.58 |
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| Ishares Tr Core Div Grwth (DGRO) | 0.1 | $263k | 4.9k | 53.82 |
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| Vanguard World Fds Inf Tech Etf (VGT) | 0.1 | $260k | 538.00 | 484.00 |
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| Icici Bank Adr (IBN) | 0.1 | $259k | 11k | 23.84 |
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| Tfii Cn (TFII) | 0.1 | $258k | 1.9k | 135.98 |
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| Aon Shs Cl A (AON) | 0.1 | $257k | 882.00 | 291.02 |
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| Western Asst High Incm Opprtnty Fnd (HIO) | 0.1 | $256k | 66k | 3.86 |
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| Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.1 | $255k | 3.3k | 76.13 |
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| Simon Property (SPG) | 0.1 | $253k | 1.8k | 142.64 |
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| Realty Income (O) | 0.1 | $248k | 4.3k | 57.42 |
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| Ishares Tr 10+ Yr Invst Grd (IGLB) | 0.1 | $248k | 4.7k | 52.69 |
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| BlackRock Corporate High Yield Fund VI (HYT) | 0.1 | $247k | 26k | 9.43 |
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| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.1 | $247k | 815.00 | 303.17 |
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| Ishares Tr Rus 1000 Val Etf (IWD) | 0.1 | $244k | 1.5k | 165.25 |
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| Atlassian Corporation Cl A (TEAM) | 0.1 | $244k | 1.0k | 237.86 |
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| Ishares Tr 0-5yr Invt Gr Cp (SLQD) | 0.1 | $240k | 4.9k | 49.20 |
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| Arista Networks (ANET) | 0.1 | $239k | 1.0k | 235.51 |
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| Crown Castle Intl (CCI) | 0.1 | $236k | 2.1k | 115.19 |
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| Unilever Spon Adr New (UL) | 0.1 | $236k | 4.9k | 48.48 |
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| Takeda Pharmaceutical Sponsored Ads (TAK) | 0.1 | $233k | 16k | 14.27 |
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| Ryanair Holdings Sponsored Ads (RYAAY) | 0.1 | $232k | 1.7k | 133.36 |
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| Snowflake Cl A (SNOW) | 0.1 | $231k | 1.2k | 199.00 |
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| Leggett & Platt (LEG) | 0.1 | $229k | 8.8k | 26.17 |
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| Essex Property Trust (ESS) | 0.1 | $228k | 919.00 | 247.94 |
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| Us Bancorp Del Com New (USB) | 0.1 | $227k | 5.2k | 43.28 |
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| Old Dominion Freight Line (ODFL) | 0.1 | $226k | 558.00 | 405.33 |
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| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.1 | $222k | 4.6k | 47.90 |
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| Ingevity (NGVT) | 0.1 | $216k | 4.6k | 47.22 |
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| Stmicroelectronics N V Ny Registry (STM) | 0.1 | $214k | 4.3k | 50.13 |
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| Waste Connections (WCN) | 0.1 | $212k | 1.4k | 149.27 |
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| Verizon Communications (VZ) | 0.1 | $212k | 5.6k | 37.70 |
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| BlackRock MuniHoldings Fund (MHD) | 0.1 | $212k | 18k | 11.91 |
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| McKesson Corporation (MCK) | 0.1 | $210k | 453.00 | 462.98 |
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| Danaher Corporation (DHR) | 0.1 | $209k | 904.00 | 231.34 |
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| Invitation Homes (INVH) | 0.1 | $209k | 6.1k | 34.11 |
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| Airbnb Com Cl A (ABNB) | 0.1 | $208k | 1.5k | 136.14 |
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| Makemytrip Limited Mauritius SHS (MMYT) | 0.1 | $207k | 4.4k | 46.98 |
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| Datadog Cl A Com (DDOG) | 0.1 | $205k | 1.7k | 121.38 |
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| Equity Lifestyle Properties (ELS) | 0.1 | $204k | 2.9k | 70.54 |
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| EOG Resources (EOG) | 0.1 | $203k | 1.7k | 120.95 |
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| BlackRock MuniVest Fund (MVF) | 0.1 | $175k | 25k | 7.12 |
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| Harborone Bancorp Com New (HONE) | 0.1 | $154k | 13k | 11.98 |
|
|
| Western Asset Hgh Yld Dfnd (HYI) | 0.1 | $149k | 12k | 12.09 |
|
|
| Pioneer Municipal High Income Advantage (MAV) | 0.1 | $135k | 17k | 8.02 |
|
|
| Banco Bradesco S A Sp Adr Pfd New (BBD) | 0.1 | $123k | 35k | 3.50 |
|
|
| Natwest Group Spons Adr (NWG) | 0.1 | $113k | 20k | 5.63 |
|
|
| Sumitomo Mitsui Finl Group I Sponsored Adr (SMFG) | 0.0 | $108k | 11k | 9.68 |
|
|
| Allspring Income Opportunit Inc Oppty Fd (EAD) | 0.0 | $78k | 12k | 6.52 |
|
|
| Nokia Corp Sponsored Adr (NOK) | 0.0 | $44k | 13k | 3.42 |
|
Past Filings by Catalytic Wealth RIA
SEC 13F filings are viewable for Catalytic Wealth RIA going back to 2023
- Catalytic Wealth RIA 2023 Q4 filed Feb. 12, 2024