Catalytic Wealth RIA, LLC

13F Filings History

Latest 13F report
Q3 2024 - Nov 4, 2024
Value $
$573M
Signature - Title
Jessica Riley Hale - Chief Compliance Officer
Location
Cambridge, MA
Summary
This page shows a list of all the recent 13F filings made by Catalytic Wealth RIA, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Catalytic Wealth RIA, LLC reported 296 stock holdings with total value $573M as of Q3 2024. Top holdings included CRM, AAPL, MSFT, GOOG, and SPY.
Holdings Value

List of Other Managers Reporting for Catalytic Wealth RIA, LLC:

Name Holdings Value Location File Number
BlackRock Inc. $4.41T New York, NY 028-12019
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q3 2024 296 $573M +$66.2M -$27.1M +$39.1M CRM, AAPL, MSFT, GOOG, SPY 13F-HR 11/4/2024, 04:32 PM
Q2 2024 268 $507M +$39.6M -$28.1M +$11.6M CRM, MSFT, AAPL, GOOG, SPY 13F-HR 7/31/2024, 11:04 AM
Q1 2024 272 $500M +$271M -$9.21M +$262M CRM, MSFT, AAPL, GOOG, SPY 13F-HR 5/10/2024, 04:49 PM
Q4 2023 222 $222M $0 $0 AAPL, SPY, MSFT, RSP, VIG 13F-HR 2/12/2024, 04:38 PM