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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
AMDAdvanced Micro Devices Inc
Recent Activity
Exited
0%
$747,788
4,610 shares@ $162.21 avg price
MUMicron Technology Inc
Recent Activity
Exited
0%
$741,829
5,640 shares@ $131.53 avg price
WRKWestrock Co
Recent Activity
Exited
0%
$388,811
7,736 shares@ $50.26 avg price
TELTe Connectivity Ltd
Recent Activity
Exited
0%
$379,234
2,521 shares@ $150.43 avg price
LRCXLam Research Corp
Recent Activity
Exited
0%
$286,445
269 shares@ $1064.86 avg price
MYIBlackrock Muniyield Quality
Recent Activity
Exited
0%
$282,206
25,242 shares@ $11.19 avg price
BLKBlackrock Inc
Recent Activity
Exited
0%
$261,390
332 shares@ $787.32 avg price
ODFLOld Dominion Freight Line In
Recent Activity
Exited
0%
$241,765
1,369 shares@ $176.6 avg price
WPCWp Carey Inc
Recent Activity
Exited
0%
$222,017
4,033 shares@ $55.06 avg price
NGVTIngevity Corp
Recent Activity
Exited
0%
$217,632
4,979 shares@ $43.71 avg price