Catalyst Financial Partners LLC Purchases in Q2 2025

Catalyst Financial Partners LLC

  • $916 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
STT
State Street Corp

Financial Services
2.64M
New
$75.33 - $106.34 $199M - $281M
2.64M $281B
IVV
Ishares Core S&P 500 ETF

ETFs
9.95K
+ 5.95%
$498.8 - $620.9 $4.96M - $6.18M
177K $110B
PFMT
Performant Financial Corp

Industrials
2.18M
New
N/A
2.18M $8.71B
IEFA
Ishares Tr

ETFs
35.3K
+ 6.78%
$67.83 - $84.09 $2.4M - $2.97M
556K $46.4B
NVDA
Nvidia Corp

Technology
5.94K
+ 5.0%
$94.31 - $157.99 $560K - $939K
125K $19.7B
MSFT
Microsoft Corp

Technology
1.95K
+ 4.65%
$354.56 - $497.45 $692K - $972K
44K $21.9B
SPY
Spdr S&P 500 ETF Trust

ETFs
4.46K
+ 19.94%
$496.48 - $617.85 $2.22M - $2.76M
26.9K $16.6B
AGG
Ishares Core U.S. Aggregate Bo

ETFs
35K
+ 17.65%
$96.84 - $99.46 $3.39M - $3.48M
233K $23.1B
AVGO
Broadcom Inc.

Technology
624
+ 2.72%
$146.29 - $275.65 $91.3K - $172K
23.6K $6.5B
IJH
Ishares Core S&P Mid Cap ETF

ETFs
14.5K
+ 3.4%
$51.16 - $62.02 $742K - $900K
441K $27.4B
AMZN
Amazon Com Inc

Consumer Cyclical
3.73K
+ 7.47%
$167.32 - $223.3 $624K - $833K
53.6K $11.8B
SMMD
Ishares Tr Russell 2500 ETF

ETFs
23.9K
+ 37.19%
$54.81 - $67.78 $1.31M - $1.62M
88.2K $5.98B
META
Meta Platforms, Inc.

Communication Services
721
+ 8.19%
$484.66 - $738.09 $349K - $532K
9.53K $7.03B
IJR
Ishares Core S&P Sm Cap ETF

ETFs
6.74K
+ 2.62%
$90.56 - $109.49 $610K - $738K
264K $28.8B
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
38.4K
+ 522.23%
$48.13 - $49.85 $1.85M - $1.92M
45.8K $2.25B
AKAM
Akamai Technologies Inc

Technology
20.1K
New
N/A
20.1K $1.6B
HTRB
Hartford Fds Total Return Bd E

ETFs
45.2K
+ 8.71%
$33.14 - $34.12 $1.5M - $1.54M
564K $19.1B
EFA
Ishares Tr Msci Eafe ETF

ETFs
13K
+ 32.3%
$72.96 - $90.39 $948K - $1.18M
53.2K $4.76B
VUG
Vanguard Growth ETF

ETFs
3.06K
New
$329.49 - $438.4 $1.01M - $1.34M
3.06K $1.34B
NFLX
Netflix Inc

Communication Services
313
+ 15.82%
$855.86 - $1339.13 $268K - $419K
2.29K $3.07B
UFPT
Ufp Technologies Inc

Healthcare
2
+ 0.01%
$186.83 - $253.3 $374 - $507
26.5K $6.46B
JPM
Jpmorgan Chase & CO

Financial Services
466
+ 2.32%
$210.28 - $289.91 $98K - $135K
20.5K $5.95B
TSLA
Tesla, Inc.

Consumer Cyclical
1.25K
+ 12.97%
$221.86 - $362.89 $277K - $453K
10.9K $3.46B
GOOG
Alphabet Inc.

Communication Services
1.25K
+ 3.8%
$146.58 - $180.01 $183K - $225K
34.1K $6.05B
GOOGL
Alphabet Inc.

Communication Services
808
+ 2.62%
$144.7 - $178.6 $117K - $144K
31.7K $5.59B
OMFL
Invesco Exchange Traded Self I

ETFs
13.9K
New
$48.43 - $57.78 $671K - $801K
13.9K $801M
VV
Vanguard Large Cap ETF

ETFs
2.6K
New
$228.25 - $285.3 $593K - $742K
2.6K $742M
VTI
Vanguard Total Stock Market Et

ETFs
1.29K
+ 13.69%
$243.75 - $303.93 $315K - $393K
10.7K $3.26B
CGGO
Capital Group Global Growth Eq

ETFs
18.1K
+ 75.11%
$25.31 - $32.17 $457K - $581K
42.1K $1.35B
ORCL
Oracle Corp

Technology
431
+ 6.33%
$122.82 - $218.63 $52.9K - $94.2K
7.24K $1.58B
CEG
Constellation Energy Corp

Utilities
167
+ 4.56%
$170.96 - $322.76 $28.6K - $53.9K
3.83K $1.24B
COF
Capital One Financial Corp

Financial Services
2.03K
+ 133.6%
$150.57 - $212.76 $306K - $432K
3.55K $756M
VO
Vanguard Mid Cap ETF

ETFs
1.68K
New
$228.54 - $279.83 $384K - $470K
1.68K $470M
ONEQ
Fidelity Nasdaq Composite Inde

ETFs
5.65K
New
$60.22 - $80.1 $340K - $452K
5.65K $452M
WMT
Walmart Inc.

Consumer Defensive
2.09K
+ 8.75%
$81.79 - $99.98 $171K - $209K
26K $2.54B
PLTR
Palantir Technologies Inc.

Technology
784
+ 12.28%
$74.01 - $144.25 $58K - $113K
7.17K $977M
COST
Costco Wholesale Corp

Consumer Defensive
321
+ 14.72%
$908.13 - $1056.85 $292K - $339K
2.5K $2.48B
ETN
Eaton Corp PLC

Industrials
126
+ 2.95%
$246.52 - $356.99 $31.1K - $45K
4.4K $1.57B
GE
General Electric CO

Industrials
304
+ 5.27%
$166.81 - $257.39 $50.7K - $78.2K
6.07K $1.56B
VEA
Vanguard Ftse Developed Market

ETFs
4.98K
+ 27.66%
$45.65 - $57.01 $227K - $284K
23K $1.31B
IWF
Ishares Russell 1000 Gr ETF

ETFs
867
New
$320.42 - $424.58 $278K - $368K
867 $368M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
5.44K
+ 23.38%
$39.89 - $49.46 $217K - $269K
28.7K $1.42B
NOW
Service Now, Inc.

Technology
88
+ 7.53%
$721.65 - $1040.18 $63.5K - $91.5K
1.26K $1.29B
IBM
International Business Machines Corp

Technology
440
+ 8.84%
$221.03 - $294.78 $97.3K - $130K
5.42K $1.6B
PM
Philip Morris International Inc.

Consumer Defensive
37
+ 0.26%
$149.23 - $184.95 $5.52K - $6.84K
14.4K $2.61B
VB
Vanguard Small Cap ETF

ETFs
1.21K
+ 48.81%
$193.73 - $237.37 $234K - $287K
3.69K $874M
EFV
Msci Eafe Value ETF

ETFs
4.91K
New
$52.4 - $64.65 $257K - $317K
4.91K $311M
VGT
Vanguard Information Technolog

ETFs
469
New
$470.37 - $663.28 $221K - $311K
469 $311M
AMD
Advanced Micro Devices Inc

Technology
274
+ 4.06%
$78.21 - $143.81 $21.4K - $39.4K
7.02K $997M
Activity Summary
Buys All Purchases 216 New Holdings 32 Increased Positions 184 Sells All Sells 68 Reductions 68 Sold out 0 Options Calls 0 Puts 0
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