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 |
|---|---|---|---|---|---|---|---|---|---|
| RTX CORPORATION | COM | 51 | $1,144,977 | 13,608 | 0.00 | 13,608 | +Inf | 12-31-2023 | |
| SAFETY INS GROUP INC | COM | 52 | $1,132,707 | 14,906 | 0.00 | 14,906 | +Inf | 12-31-2023 | |
| VANGUARD INDEX FDS | SML CP GRW ETF | 53 | $1,126,648 | 4,660 | 0.00 | 4,660 | +Inf | 12-31-2023 | |
| LOWES COS INC | COM | 54 | $1,108,299 | 4,980 | 0.00 | 4,980 | +Inf | 12-31-2023 |
