Sign in:
 Email
 Password  save:
  
 Company Reports 
 
 
Membership is free, please Sign Up.
  
My Recent Searches
  Help
  
   
 
 
 
     
Company Main View
  Name: Catalytic Wealth RIA LLC
  City: Cambridge
  State: MA
  Zip: 02138
   
Achive data
  View Filing Period:
  
 
Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $499,630,000
  Total Value Change : $277,619,000
  Securities Held Change : 50
   
All Securities Held : 272
  New Positions : 67
  Closed Positions : 17
  Increased Positions : 157
  Unchanged Positions : 14
  Decreased Positions : 34

                  Consumer Discretionary Consumer Staples Financials Health Care Industrials Information Technology Basic Materials Conglomerates Energy Utilities
 Download  
 
    Free Registration Required For Full Results

    
Holdings Found : 14     View All Holdings Currently Viewing:  Unchanged Positions     Page 1 of 1
     Menu
 Ticker Company Name Position
Rank		 New/Closed
Postion
Last
Close
     Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
    % of Company    Industry
   (SAFT)1 Year Chart         SAFT Safety Insurance Group Inc 82 - $81.69 $1,225,000 14,906 0.25% 92,000 0 0.1    Property & Casualty I...
   (ROP)1 Year Chart         ROP Roper Industries Inc 143 - $521.76 $611,000 1,089 0.12% 17,000 0 0.001    Diversified Machinery
   (ACWI)1 Year Chart         ACWI iShares MSCI ACWI Index 178 - $110.25 $447,000 4,063 0.09% 34,000 0 0.002    Closed - End Fund - E...
   (CFT)1 Year Chart         CFT iShares Barclays Credit Bond 197 - $49.87 $354,000 6,967 0.07% -3,000 0 0.005    Closed - End Fund - E...
   (SGMA)1 Year Chart         SGMA Sigmatron International Inc 199 - $4.95 $353,000 97,111 0.07% 61,000 0 0    Printed Circuit Boards
   (IVE)1 Year Chart         IVE iShares S&P 500/BARRA Value 198 - $184.16 $353,000 1,888 0.07% 25,000 0 2.292    Closed - End Fund - E...
   (SPYV)1 Year Chart         SPYV SPDR Dow Jones Wilshire Lar... 206 - $49.40 $338,000 6,753 0.07% 23,000 0 0    Closed - End Fund - E...
   (IWZ)1 Year Chart         IWZ iShares Russell 3000 Growth 207 - $117.47 $336,000 2,867 0.07% 38,000 0 0    Closed - End Fund - E...
   (VCSH)1 Year Chart         VCSH Vanguard Scottsdale Funds 215 - $76.85 $315,000 4,074 0.06% 0 0 0.001    N/A
   (IWR)1 Year Chart         IWR iShares Tr Rssll MidCap Indx 221 - $82.25 $303,000 3,600 0.06% 23,000 0 0.001    Closed - End Fund - E...
   (DGRO)1 Year Chart         DGRO iShares Core Dividend Growth 232 - $57.75 $284,000 4,888 0.06% 21,000 0 0.002    N/A
   (SCHD)1 Year Chart         SCHD Schwab US Dividend Equity ETF 238 - $79.56 $270,000 3,345 0.05% 15,000 0 0.001    N/A
   (CLY)1 Year Chart         CLY iShares Trust 251 - $49.74 $242,000 4,700 0.05% -6,000 0 0.005    Closed - End Fund - Debt
   (MAV)1 Year Chart         MAV Pioneer Municipal High Inco... 268 - $8.07 $137,000 16,845 0.03% 2,000 0 0.093    Closed - End Fund - Debt
      14 Records Found
  1    
Page 1 of 1
Free Registration Required For Full Results

  
    
    Copyright © 2024 j3sg.com | Disclaimer & Terms of use          Products & Service  About Us  Contact Us