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 |
|---|---|---|---|---|---|---|---|---|---|
| NOVARTIS AG | SPONSORED ADR | 151 | $322,902 | 3,198 | 0.00 | 3,198 | +Inf | 12-31-2023 | |
| CATERPILLAR INC | COM | 152 | $321,689 | 1,088 | 0.00 | 1,088 | +Inf | 12-31-2023 | |
| VANGUARD SCOTTSDALE FDS | SHRT TRM CORP BD | 153 | $315,205 | 4,074 | 0.00 | 4,074 | +Inf | 12-31-2023 | |
| SPDR SER TR | PRTFLO S&P500 VL | 154 | $314,892 | 6,753 | 0.00 | 6,753 | +Inf | 12-31-2023 |
