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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 $1,223,504,715
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Meta Platforms Inc.
 META 95,033 $70,143,068 5.73%
2.
Salesforce Inc.
 CRM 226,080 $61,649,755 5.04%
3.
Microsoft Corp
 MSFT 118,675 $59,029,940 4.82%
4.
Nvidia Corp
 NVDA 347,789 $54,947,218 4.49%
5.
Apple Inc.
 AAPL 228,720 $46,926,493 3.84%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% 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 February 19th, 2025)