Catalina Capital Group, LLC Q2 2025 Filing

Filed July 21, 2025

Portfolio Value

$151.1B

Holdings

163

Report Date

Q2 2025

Filing Type

13F-HR

All Holdings (163 positions)

StockValue
USFRWISDOMTREE TR
$13.3B
JPSTJ P MORGAN EXCHANGE TRADED F
$6.8B
IVVISHARES TR
$6.6B
AAPLAPPLE INC
$6.2B
NVDANVIDIA CORPORATION
$5.8B
PJANINNOVATOR ETFS TRUST
$5.6B
DGRWWISDOMTREE TR
$5.2B
MSFTMICROSOFT CORP
$5.0B
SPYMSPDR SERIES TRUST
$4.4B
RSPINVESCO EXCHANGE TRADED FD T
$4.1B
AMZNAMAZON COM INC
$3.6B
METAMETA PLATFORMS INC
$3.1B
SBUXSTARBUCKS CORP
$3.0B
AQLTISHARES TR
$2.7B
KAPRINNOVATOR ETFS TRUST
$2.3B
SPYSPDR S&P 500 ETF TR
$2.2B
IYWISHARES TR
$1.9B
GOOGALPHABET INC
$1.9B
BRK/BBERKSHIRE HATHAWAY INC DEL
$1.8B
KOCOCA COLA CO
$1.6B
QUALISHARES TR
$1.5B
VIGVANGUARD SPECIALIZED FUNDS
$1.4B
EFVISHARES TR
$1.3B
NFLXNETFLIX INC
$1.3B
NDQINVESCO QQQ TR
$1.3B
DYNFBLACKROCK ETF TRUST
$1.2B
IVWISHARES TR
$1.2B
ORCLORACLE CORP
$1.2B
AVGOBROADCOM INC
$1.2B
CELHCELSIUS HLDGS INC
$1.1B
GOOGLALPHABET INC
$1.1B
IUSBISHARES TR
$983.7M
ISRGINTUITIVE SURGICAL INC
$983.0M
FCALFIRST TR EXCH TRADED FD III
$956.7M
IVEISHARES TR
$951.3M
LLYELI LILLY & CO
$922.2M
HDHOME DEPOT INC
$921.5M
PJULINNOVATOR ETFS TRUST
$895.9M
RLTYCOHEN & STEERS REAL ESTATE O
$888.8M
FDECFIRST TR EXCHNG TRADED FD VI
$880.2M
SCHZSCHWAB STRATEGIC TR
$860.1M
IEMGISHARES INC
$844.4M
PDECINNOVATOR ETFS TRUST
$832.0M
AJGGALLAGHER ARTHUR J & CO
$779.5M
XTENBONDBLOXX ETF TRUST
$769.2M
RSGREPUBLIC SVCS INC
$764.5M
TJXTJX COS INC NEW
$730.6M
GBTCGRAYSCALE BITCOIN TRUST ETF
$721.1M
JPMJPMORGAN CHASE & CO.
$716.1M
GAPRFIRST TR EXCHNG TRADED FD VI
$692.9M
COSTCOSTCO WHSL CORP NEW
$634.9M
IWFISHARES TR
$607.2M
EFGISHARES TR
$596.1M
FAPRFIRST TR EXCHNG TRADED FD VI
$588.4M
GDECFIRST TR EXCHNG TRADED FD VI
$569.2M
VVISA INC
$548.8M
FTECFIDELITY COVINGTON TRUST
$543.6M
PMAYINNOVATOR ETFS TRUST
$542.7M
KDECINNOVATOR ETFS TRUST
$542.2M
XLGINVESCO EXCHANGE TRADED FD T
$529.4M
VTIVANGUARD INDEX FDS
$527.2M
GJANFIRST TR EXCHNG TRADED FD VI
$524.2M
GSGOLDMAN SACHS GROUP INC
$518.1M
THROBLACKROCK ETF TRUST
$511.3M
RBBRBB BANCORP
$509.5M
TSLATESLA INC
$501.3M
FSCOFS CREDIT OPPORTUNITIES CORP
$479.9M
ABBVABBVIE INC
$460.7M
MBBISHARES TR
$458.8M
NPFDNUVEEN VRIABL RAT PFD & INM
$454.0M
WMTWALMART INC
$451.4M
MAMASTERCARD INCORPORATED
$441.8M
SABASABA CAPITAL INCOME & OPPORT
$430.8M
BKBANK NEW YORK MELLON CORP
$430.0M
SDHYPGIM SHORT DUR HIG YLD OPP F
$426.2M
BLKBLACKROCK INC
$421.8M
PECOPHILLIPS EDISON & CO INC
$416.5M
KYNKAYNE ANDERSON ENERGY INFRST
$414.6M
PGPROCTER AND GAMBLE CO
$385.7M
CATCATERPILLAR INC
$384.3M
KLMNINVESCO EXCH TRADED FD TR II
$381.7M
FSEPFIRST TR EXCHNG TRADED FD VI
$372.8M
NZFNUVEEN MUNICIPAL CREDIT INC
$371.8M
PLTRPALANTIR TECHNOLOGIES INC
$356.7M
SYKSTRYKER CORPORATION
$354.5M
FNOVFIRST TR EXCHNG TRADED FD VI
$348.4M
ETNEATON CORP PLC
$347.4M
AXPAMERICAN EXPRESS CO
$339.1M
IAGGISHARES TR
$329.0M
BANXARROWMARK FINANCIAL CORP
$328.1M
BINCBLACKROCK ETF TRUST II
$326.6M
UNHUNITEDHEALTH GROUP INC
$325.0M
PANWPALO ALTO NETWORKS INC
$323.1M
GLDMWORLD GOLD TR
$318.8M
4I1PHILIP MORRIS INTL INC
$312.4M
GJUNFIRST TR EXCHNG TRADED FD VI
$304.9M
DDTOINNOVATOR ETFS TRUST
$304.2M
CSCOCISCO SYS INC
$302.9M
MSDLMORGAN STANLEY DIRECT LENDIN
$301.4M
BCSFBAIN CAP SPECIALTY FIN INC
$290.4M
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