Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| CATALYTIC WEALTH RIA LLC | 02-12-2024 | 12-31-2023 | 222 | 222,006,389 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| APPLE INC | COM | 1 | $13,961,505 | 72,516 | 0.01 | 72,516 | +Inf | 12-31-2023 | |
| SPDR S&P 500 ETF TR | TR UNIT | 2 | $7,824,553 | 16,462 | 0.00 | 16,462 | +Inf | 12-31-2023 | |
| MICROSOFT CORP | COM | 3 | $6,835,655 | 18,178 | 0.00 | 18,178 | +Inf | 12-31-2023 | |
| INVESCO EXCHANGE TRADED FD T | S&P500 EQL WGT | 4 | $6,487,474 | 41,112 | 0.00 | 41,112 | +Inf | 12-31-2023 |
