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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
GRWTcw Etf Trust
Recent Activity
New Position
2.41%
$13.772M
371,701 shares@ $37.05 avg price
TLTIshares Tr
Recent Activity
New Position
0.28%
$1.569M
15,991 shares@ $98.1 avg price
REGNRegeneron Pharmaceuticals
Recent Activity
New Position
0.24%
$1.334M
1,269 shares@ $1051.25 avg price
AVSCAmerican Centy Etf Tr
Recent Activity
New Position
0.22%
$1.227M
22,714 shares@ $54.03 avg price
AXPAmerican Express Co
Recent Activity
New Position
0.14%
$762,072
2,810 shares@ $271.2 avg price
TRVTravelers Companies Inc
Recent Activity
New Position
0.13%
$702,126
2,999 shares@ $234.13 avg price
VTEBVanguard Mun Bd Fds
Recent Activity
New Position
0.12%
$649,991
12,715 shares@ $51.13 avg price
ORLYOreilly Automotive Inc
Recent Activity
New Position
0.11%
$617,258
536 shares@ $1151.61 avg price
MSMorgan Stanley
Recent Activity
New Position
0.11%
$578,636
5,551 shares@ $104.24 avg price
ROKRockwell Automation Inc
Recent Activity
New Position
0.1%
$559,202
2,083 shares@ $268.46 avg price