Entity | Amount | Change
09/30/2023 to 12/31/2023 |
Position Size ($ in 1000's) |
---|---|---|---|
APPLE INC | 72,516 | +72,516 | $13,962 |
AAPL | 72,516 | +72,516 | $13,962 |
SPDR S&P 500 ETF TR (SPY) | 16,462 | +16,462 | $7,825 |
SPY | 16,462 | +16,462 | $7,825 |
MICROSOFT CORP | 18,178 | +18,178 | $6,836 |
MSFT | 18,178 | +18,178 | $6,836 |
INVESCO EXCHANGE TRADED FD T (RSP) | 41,112 | +41,112 | $6,487 |
RSP | 41,112 | +41,112 | $6,487 |
VANGUARD SPECIALIZED FUNDS (VIG) | 33,412 | +33,412 | $5,693 |
VIG | 33,412 | +33,412 | $5,693 |
VANGUARD INTL EQUITY INDEX F (VT) | 49,915 | +49,915 | $5,135 |
VT | 49,915 | +49,915 | $5,135 |
VANGUARD WHITEHALL FDS (VYM) | 45,131 | +45,131 | $5,038 |
VYM | 45,131 | +45,131 | $5,038 |
ALPHABET INC | 35,692 | +35,692 | $4,986 |
GOOGL | 35,692 | +35,692 | $4,986 |
PROSHARES TR (NOBL) | 44,061 | +44,061 | $4,195 |
NOBL | 44,061 | +44,061 | $4,195 |
INVESCO EXCHANGE TRADED FD T (SPGP) | 41,800 | +41,800 | $4,098 |
SPGP | 41,800 | +41,800 | $4,098 |
VANGUARD INDEX FDS (VOE) | 27,885 | +27,885 | $4,044 |
VOE | 27,885 | +27,885 | $4,044 |
NVIDIA CORPORATION | 7,381 | +7,381 | $3,655 |
NVDA | 7,381 | +7,381 | $3,655 |
UNITEDHEALTH GROUP INC | 6,019 | +6,019 | $3,169 |
UNH | 6,019 | +6,019 | $3,169 |
INVESCO EXCHANGE TRADED FD T (SPHQ) | 58,077 | +58,077 | $3,141 |
SPHQ | 58,077 | +58,077 | $3,141 |
VISA INC | 11,422 | +11,422 | $2,974 |
V | 11,422 | +11,422 | $2,974 |
ISHARES TR (SHYG) | 69,460 | +69,460 | $2,933 |
SHYG | 69,460 | +69,460 | $2,933 |
JPMORGAN CHASE & CO | 17,225 | +17,225 | $2,930 |
JPM | 17,225 | +17,225 | $2,930 |
VANGUARD INDEX FDS (VOO) | 6,214 | +6,214 | $2,714 |
VOO | 6,214 | +6,214 | $2,714 |
AMAZON COM INC | 16,742 | +16,742 | $2,544 |
AMZN | 16,742 | +16,742 | $2,544 |
CHEVRON CORP NEW | 15,736 | +15,736 | $2,347 |
CVX | 15,736 | +15,736 | $2,347 |
NIKE INC | 21,207 | +21,207 | $2,302 |
NKE | 21,207 | +21,207 | $2,302 |
SALESFORCE INC | 8,556 | +8,556 | $2,251 |
CRM | 8,556 | +8,556 | $2,251 |
WESTROCK CO | 51,575 | +51,575 | $2,141 |
WRK | 51,575 | +51,575 | $2,141 |
META PLATFORMS INC | 5,735 | +5,735 | $2,030 |
META | 5,735 | +5,735 | $2,030 |
JOHNSON & JOHNSON | 12,557 | +12,557 | $1,968 |
JNJ | 12,557 | +12,557 | $1,968 |
MASTERCARD INCORPORATED | 4,478 | +4,478 | $1,910 |
MA | 4,478 | +4,478 | $1,910 |
ASTRAZENECA PLC | 26,252 | +26,252 | $1,768 |
AZN | 26,252 | +26,252 | $1,768 |
ISHARES TR (IJJ) | 15,433 | +15,433 | $1,760 |
IJJ | 15,433 | +15,433 | $1,760 |
ISHARES U S ETF TR (NEAR) | 34,617 | +34,617 | $1,749 |
NEAR | 34,617 | +34,617 | $1,749 |
ALPHABET INC | 12,169 | +12,169 | $1,715 |
GOOG | 12,169 | +12,169 | $1,715 |
BANK AMERICA CORP | 49,737 | +49,737 | $1,675 |
BAC | 49,737 | +49,737 | $1,675 |
CISCO SYS INC | 32,078 | +32,078 | $1,621 |
CSCO | 32,078 | +32,078 | $1,621 |
BERKSHIRE HATHAWAY INC DEL | $1,575 | ||
BRK.B | 4,417 | +4,417 | $1,575 |
SPDR GOLD TR (GLD) | 8,007 | +8,007 | $1,531 |
GLD | 8,007 | +8,007 | $1,531 |
HONEYWELL INTL INC | 7,278 | +7,278 | $1,526 |
HON | 7,278 | +7,278 | $1,526 |
ISHARES TR (LQD) | 13,466 | +13,466 | $1,490 |
LQD | 13,466 | +13,466 | $1,490 |
UNITED PARCEL SERVICE INC | 9,430 | +9,430 | $1,483 |
UPS | 9,430 | +9,430 | $1,483 |
ISHARES TR (IGSB) | 28,603 | +28,603 | $1,467 |
IGSB | 28,603 | +28,603 | $1,467 |
ISHARES TR (IVV) | 3,050 | +3,050 | $1,457 |
IVV | 3,050 | +3,050 | $1,457 |
NOVO NORDISK A S | 13,923 | +13,923 | $1,440 |
NVO | 13,923 | +13,923 | $1,440 |
ABBVIE INC | 9,276 | +9,276 | $1,438 |
ABBV | 9,276 | +9,276 | $1,438 |
ELI LILLY & CO | 2,429 | +2,429 | $1,416 |
LLY | 2,429 | +2,429 | $1,416 |
WALMART INC | 8,885 | +8,885 | $1,401 |
WMT | 8,885 | +8,885 | $1,401 |
COSTCO WHSL CORP NEW | 1,940 | +1,940 | $1,281 |
COST | 1,940 | +1,940 | $1,281 |
MCDONALDS CORP | 4,302 | +4,302 | $1,276 |
MCD | 4,302 | +4,302 | $1,276 |
ISHARES TR (IWV) | 4,623 | +4,623 | $1,266 |
IWV | 4,623 | +4,623 | $1,266 |
ISHARES TR (SMMD) | 19,957 | +19,957 | $1,229 |
SMMD | 19,957 | +19,957 | $1,229 |
CVS HEALTH CORP | 15,512 | +15,512 | $1,225 |
CVS | 15,512 | +15,512 | $1,225 |
J P MORGAN EXCHANGE TRADED F (JPST) | 23,142 | +23,142 | $1,162 |
JPST | 23,142 | +23,142 | $1,162 |
MERCK & CO INC | 10,538 | +10,538 | $1,149 |
MRK | 10,538 | +10,538 | $1,149 |
See Full List: All Stocks Held By Catalytic Wealth RIA LLC
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See Details: Top 10 Stocks Held By Catalytic Wealth RIA LLC
Size ($ in 1000's)
At 12/31/2023: $222,011 At 09/30/2023: $0 Catalytic Wealth RIA LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Catalytic Wealth RIA LLC 13F filings. Link to 13F filings: SEC filings |