Catalyst Financial Partners LLC Purchases in Q3 2025

Catalyst Financial Partners LLC

  • $829 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
TFC
Truist Financial Corp

Financial Services
4.67K
New
$42.83 - $47.07 $200K - $220K
4.67K $214M
IWM
Ishares Russell 2000 ETF

ETFs
310
+ 5.89%
$214.92 - $244.84 $66.6K - $75.9K
5.58K $1.35B
NOC
Northrop Grumman Corp

Industrials
86
+ 5.87%
$498.9 - $609.32 $42.9K - $52.4K
1.55K $944M
KKR
Kkr & Co. Inc.

Financial Services
1.64K
New
$129.95 - $152.16 $212K - $249K
1.64K $212M
WMT
Walmart Inc.

Consumer Defensive
727
+ 2.8%
$94.4 - $104.27 $68.6K - $75.8K
26.7K $2.75B
URI
United Rentals, Inc.

Industrials
220
New
$774.14 - $975.23 $170K - $215K
220 $210M
NTAP
Net App, Inc.

Technology
1.75K
New
$101.1 - $126.36 $177K - $221K
1.75K $208M
NXPI
Nxp Semiconductors N.V.

Technology
899
New
$205.16 - $239.07 $184K - $215K
899 $205M
VNQ
Vanguard Specialized Funds Van

ETFs
2.24K
New
$88.47 - $93.24 $198K - $209K
2.24K $205M
EBAY
Ebay Inc

Consumer Cyclical
2.21K
New
$75.33 - $100.77 $167K - $223K
2.21K $201M
PEP
Pepsico Inc

Consumer Defensive
1.07K
+ 19.3%
$133.81 - $152.16 $144K - $163K
6.63K $932M
AMD
Advanced Micro Devices Inc

Technology
326
+ 4.64%
$134.8 - $184.42 $43.9K - $60.1K
7.35K $1.19B
Arista Networks Inc
165
+ 4.29%
N/A
4.01K $585M
TMO
Thermo Fisher Scientific Inc.

Healthcare
101
+ 5.8%
$404.94 - $499.99 $40.9K - $50.5K
1.84K $893M
Lam Research Corp
182
+ 4.12%
N/A
4.6K $615M
XOM
Exxon Mobil Corp

Energy
333
+ 1.14%
$105.83 - $117.22 $35.2K - $39K
29.5K $3.32B
LOW
Lowes Companies Inc

Consumer Cyclical
170
+ 3.72%
$215.01 - $273.02 $36.6K - $46.4K
4.74K $1.19B
BAC
Bank Of America Corp

Financial Services
477
+ 1.38%
$44.92 - $52.42 $21.4K - $25K
35K $1.81B
TJX
Tjx Companies Inc

Consumer Cyclical
77
+ 1.01%
$121.35 - $144.54 $9.34K - $11.1K
7.67K $1.11B
MS
Morgan Stanley

Financial Services
204
+ 2.8%
$139.09 - $161.16 $28.4K - $32.9K
7.49K $1.19B
Blackrock Inc
51
+ 5.74%
N/A
939 $1.09B
GS
Goldman Sachs Group Inc

Financial Services
24
+ 1.51%
$696.56 - $806.32 $16.7K - $19.4K
1.61K $1.28B
ORLY
O Reilly Automotive Inc

Consumer Cyclical
194
+ 2.49%
$89.32 - $107.82 $17.3K - $20.9K
7.99K $862M
XLG
Invesco Exchange Traded Fd Tr

ETFs
2.22K
+ 40.54%
$51.78 - $57.89 $115K - $128K
7.69K $443M
Te Connectivity PLC
131
+ 5.24%
N/A
2.63K $577M
IWR
Ishares Russell Mid Cap ETF

ETFs
340
+ 1.27%
$92.26 - $97.51 $31.4K - $33.2K
27.2K $2.62B
JEF
Jefferies Financial Group Inc.

Financial Services
20
+ 0.14%
$54.67 - $70.36 $1.09K - $1.41K
14.4K $940M
Ge Vernova Inc
37
+ 2.39%
N/A
1.58K $973M
KLAC
Kla Corp

Technology
5
+ 0.64%
$843.9 - $1078.6 $4.22K - $5.39K
789 $851M
APH
Amphenol Corp

Technology
55
+ 0.97%
$97.39 - $125.4 $5.36K - $6.9K
5.72K $708M
NSC
Norfolk Southern Corp

Industrials
144
+ 6.2%
$259.49 - $300.41 $37.4K - $43.3K
2.47K $741M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
141
+ 0.49%
$49.43 - $54.52 $6.97K - $7.69K
28.8K $1.56B
META
Meta Platforms, Inc.

Communication Services
240
+ 2.52%
$695.21 - $791.73 $167K - $190K
9.77K $7.17B
NEE
Nextera Energy Inc

Utilities
936
+ 8.28%
$69.77 - $77.54 $65.3K - $72.6K
12.2K $924M
MO
Altria Group, Inc.

Consumer Defensive
687
+ 5.52%
$57.75 - $67.68 $39.7K - $46.5K
13.1K $867M
C
Citigroup Inc

Financial Services
361
+ 6.41%
$85.57 - $103.49 $30.9K - $37.4K
5.99K $608M
AMAT
Applied Materials Inc

Technology
19
+ 0.34%
$156.25 - $204.95 $2.97K - $3.89K
5.61K $1.15B
MPC
Marathon Petroleum Corp

Energy
14
+ 0.32%
$158.59 - $198.69 $2.22K - $2.78K
4.35K $839M
NEM
Newmont Corp

Basic Materials
232
+ 6.19%
$57.35 - $85.25 $13.3K - $19.8K
3.98K $335M
VLO
Valero Energy Corp

Energy
188
+ 8.03%
$131.77 - $175.63 $24.8K - $33K
2.53K $430M
SNPS
Synopsys Inc

Technology
255
+ 45.37%
$387.78 - $645.35 $98.9K - $165K
817 $403M
MRK
Merck & Co., Inc.

Healthcare
527
+ 3.59%
$77.6 - $87.37 $40.9K - $46K
15.2K $1.28B
UBER
Uber Technologies, Inc

Technology
695
+ 7.6%
$86.91 - $99.57 $60.4K - $69.2K
9.84K $964M
MA
Mastercard Inc

Financial Services
147
+ 4.14%
$550.18 - $598.96 $80.9K - $88K
3.7K $2.1B
NDMO
Nuveen Dynamic Municipal Opportunities Fund

ETFs
10.4K
New
$9.6 - $10.5 $99.5K - $109K
10.4K $108M
D
Dominion Energy, Inc

Utilities
1.04K
+ 11.63%
$56.32 - $62.1 $58.5K - $64.5K
9.97K $610M
SCHW
Schwab Charles Corp

Financial Services
466
+ 3.57%
$91.03 - $98.69 $42.4K - $46K
13.5K $1.29B
GD
General Dynamics Corp

Industrials
21
+ 1.12%
$293.92 - $341.0 $6.17K - $7.16K
1.89K $646M
BA
Boeing CO

Industrials
401
+ 20.61%
$209.79 - $237.38 $84.1K - $95.2K
2.35K $507M
Activity Summary
Buys All Purchases 225 New Holdings 25 Increased Positions 200 Sells All Sells 65 Reductions 65 Sold out 0 Options Calls 0 Puts 0
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