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Home > Institutional Investor > Catalytic Wealth Ria, Llc > Profile

Instuitional Investor - Catalytic Wealth Ria, Llc

Fund Profile
Filing Period:
Fund Name: Catalytic Wealth Ria, Llc
Portfolio Value $222,006,389
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Apple Inc.
 AAPL 72,516 $13,961,505 6.28%
2.
Spdr S & P 500 Etf Trust
 SPY 16,462 $7,824,553 3.52%
3.
Microsoft Corp
 MSFT 18,178 $6,835,655 3.07%
4.
Invesco Exchange Traded Fd T
 41,112 $6,487,474 2.92%
5.
Vanguard Specialized Funds
 33,412 $5,693,405 2.56%
Insider Monkey Quarterly Strategy
+334.6% Insider Monkey Quarterly Strategy
+149.4% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through November 14th, 2024)