test

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
SPHQInvesco Exchange Traded Fd T
Recent Activity
Increased 0.88%
0.74%
$4.19M
62,286 shares@ $67.27 avg price
METAMeta Platforms Inc
Recent Activity
Increased 0.47%
0.69%
$3.918M
6,845 shares@ $572.45 avg price
TJXTjx Cos Inc New
Recent Activity
Increased 33.07%
0.68%
$3.852M
32,770 shares@ $117.55 avg price
TTTrane Technologies Plc
Recent Activity
Increased 44.48%
0.67%
$3.808M
9,797 shares@ $388.74 avg price
TMOThermo Fisher Scientific Inc
Recent Activity
Increased 38.85%
0.64%
$3.643M
5,890 shares@ $618.57 avg price
MAMastercard Incorporated
Recent Activity
Increased 15.14%
0.61%
$3.449M
6,985 shares@ $493.8 avg price
COSTCostco Whsl Corp New
Recent Activity
Increased 62.92%
0.59%
$3.345M
3,773 shares@ $886.53 avg price
WMTWalmart Inc
Recent Activity
Increased 3.9%
0.57%
$3.226M
39,949 shares@ $80.76 avg price
AMHAmerican Homes 4 Rent
Recent Activity
Increased 2.3%
0.57%
$3.222M
83,938 shares@ $38.4 avg price
NEARIshares U S Etf Tr
Recent Activity
Increased 13.83%
0.53%
$3.034M
59,214 shares@ $51.24 avg price