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Jessica Riley Hale

@Catalytic Wealth Ria, Llc

Latest period2024 - Q3ReportedManaged Assets$572.646MTotal holdings296
Assets growth rate13.05%Assets growth rate (2-Q avg)7.22%Continuous growth in asset value3 quarters

Portfolio positions

This chart displays the top 10 holdings in Catalytic Wealth Ria, Llc's 2024 - Q3 portfolio, based on their 13F SEC filing, out of a total of 296 positions.

Assets under management

The assets under management (AUM) of Catalytic Wealth Ria, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 3 quarters. As of the latest 13F SEC filing for 2024 - Q3, they manage 572.646M in assets, with a quarterly growth rate of 13.05% and a 2-quarter average growth rate of 7.22%. The portfolio is managed by Jessica Riley Hale, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
CRMSalesforce Inc
Recent Activity
Decreased -0.4%
11.5%
$65.826M
240,497 shares@ $273.72 avg price
MSFTMicrosoft Corp
Recent Activity
Decreased -24.9%
4.17%
$23.839M
55,402 shares@ $430.3 avg price
GOOGAlphabet Inc
Recent Activity
Decreased -2.51%
2.94%
$16.81M
100,546 shares@ $167.2 avg price
VIGVanguard Specialized Funds
Recent Activity
Decreased -2.35%
1.74%
$9.94M
50,188 shares@ $198.06 avg price
VTIVanguard Index Fds
Recent Activity
Decreased -2.48%
1.45%
$8.302M
29,320 shares@ $283.16 avg price
IJHIshares Tr
Recent Activity
Decreased -0.45%
1.38%
$7.85M
125,969 shares@ $62.32 avg price
VOOVanguard Index Fds
Recent Activity
Decreased -11.88%
1.33%
$7.58M
14,365 shares@ $527.68 avg price
RSPInvesco Exchange Traded Fd T
Recent Activity
Decreased -0.26%
1.32%
$7.547M
42,125 shares@ $179.16 avg price
VUGVanguard Index Fds
Recent Activity
Decreased -5.46%
1.23%
$7.023M
18,293 shares@ $383.93 avg price
VYMVanguard Whitehall Fds
Recent Activity
Decreased -3.72%
1.08%
$6.179M
48,196 shares@ $128.2 avg price