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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
AAPLApple Inc
Recent Activity
Increased 9.99%
4.76%
$27.217M
116,813 shares@ $233.0 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
SPYSpdr S&p 500 Etf Tr
Recent Activity
Increased 0.6%
2.87%
$16.394M
28,574 shares@ $573.76 avg price
GRWTcw Etf Trust
Recent Activity
New Position
2.41%
$13.772M
371,701 shares@ $37.05 avg price
NVDANvidia Corporation
Recent Activity
Increased 50.22%
2.27%
$12.978M
106,866 shares@ $121.45 avg price
GOOGLAlphabet Inc
Recent Activity
Increased 22.16%
1.8%
$10.29M
62,046 shares@ $165.85 avg price
VIGVanguard Specialized Funds
Recent Activity
Decreased -2.35%
1.74%
$9.94M
50,188 shares@ $198.06 avg price
AMZNAmazon Com Inc
Recent Activity
Increased 11.26%
1.65%
$9.413M
50,516 shares@ $186.33 avg price