Catalyst Financial Partners LLC Purchases in Q1 2025

Catalyst Financial Partners LLC

  • $543 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
VNQ
Vanguard Specialized Funds Van

ETFs
2.23K
New
$85.55 - $94.34 $191K - $211K
2.23K $202M
WTW
Willis Towers Watson PLC

Financial Services
597
New
$306.61 - $340.78 $183K - $203K
597 $202M
UNH
Unitedhealth Group Inc

Healthcare
206
+ 4.6%
$461.52 - $548.18 $95.1K - $113K
4.69K $2.45B
T
At&T Inc.

Communication Services
543
+ 1.73%
$21.56 - $28.28 $11.7K - $15.4K
31.9K $902M
ORLY
O Reilly Automotive Inc

Consumer Cyclical
44
+ 8.78%
$1187.71 - $1432.58 $52.3K - $63K
545 $781M
IBM
International Business Machines Corp

Technology
159
+ 3.3%
$217.4 - $264.74 $34.6K - $42.1K
4.98K $1.24B
BSX
Boston Scientific Corp

Healthcare
942
+ 13.22%
$89.38 - $106.18 $84.2K - $100K
8.07K $814M
WM
Waste Management Inc

Industrials
491
+ 24.08%
$200.54 - $233.78 $98.5K - $115K
2.53K $586M
TMUS
T Mobile Us, Inc.

Communication Services
93
+ 3.0%
$211.3 - $272.83 $19.7K - $25.4K
3.19K $851M
AMT
American Tower Corp

Real Estate
458
+ 25.93%
$173.46 - $217.6 $79.4K - $99.7K
2.22K $484M
ORI
Old Republic International Corp

Financial Services
112
+ 0.22%
$33.46 - $39.22 $3.75K - $4.39K
50.7K $1.99B
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
2.83K
+ 13.84%
$42.5 - $46.71 $120K - $132K
23.3K $1.05B
ELV
Elevance Health, Inc.

Healthcare
215
+ 26.41%
$365.9 - $436.25 $78.7K - $93.8K
1.03K $448M
INTC
Intel Corp

Technology
3.3K
+ 12.6%
$19.1 - $27.39 $63K - $90.3K
29.5K $669M
ROP
Roper Technologies Inc

Industrials
172
+ 29.76%
$502.71 - $593.81 $86.5K - $102K
750 $442M
EEM
Ishares Msci Emerging Markets

ETFs
2.78K
+ 31.26%
$40.81 - $45.34 $113K - $126K
11.7K $509M
MCD
Mcdonalds Corp

Consumer Cyclical
181
+ 5.1%
$279.74 - $321.29 $50.6K - $58.2K
3.73K $1.16B
GLW
Corning Inc

Technology
3.09K
+ 68.62%
$44.91 - $54.25 $139K - $168K
7.6K $348M
WFC
Wells Fargo & Company

Financial Services
1.57K
+ 14.42%
$66.78 - $81.42 $105K - $128K
12.5K $895M
PLTR
Palantir Technologies Inc.

Technology
835
+ 15.05%
$64.98 - $124.62 $54.3K - $104K
6.38K $539M
Linde PLC
52
+ 2.62%
N/A
2.03K $947M
PG
Procter & Gamble CO

Consumer Defensive
150
+ 0.47%
$158.56 - $176.26 $23.8K - $26.4K
31.9K $5.43B
DE
Deere & CO

Industrials
79
+ 5.25%
$408.57 - $509.27 $32.3K - $40.2K
1.58K $743M
MCK
Mckesson Corp

Healthcare
14
+ 1.54%
$566.21 - $672.99 $7.93K - $9.42K
924 $622M
GILD
Gilead Sciences, Inc.

Healthcare
238
+ 6.31%
$89.14 - $117.41 $21.2K - $27.9K
4.01K $449M
MDLZ
Mondelez International, Inc.

Consumer Defensive
358
+ 3.85%
$56.12 - $68.15 $20.1K - $24.4K
9.66K $655M
CTAS
Cintas Corp

Industrials
141
+ 4.61%
$182.09 - $208.14 $25.7K - $29.3K
3.2K $657M
COST
Costco Wholesale Corp

Consumer Defensive
36
+ 1.68%
$890.62 - $1076.86 $32.1K - $38.8K
2.18K $2.06B
MO
Altria Group, Inc.

Consumer Defensive
141
+ 1.23%
$50.81 - $60.02 $7.16K - $8.46K
11.6K $698M
VTV
Vanguard Value ETF

ETFs
509
+ 21.51%
$167.73 - $179.21 $85.4K - $91.2K
2.88K $497M
VZ
Verizon Communications Inc

Communication Services
61
+ 0.36%
$37.81 - $46.49 $2.31K - $2.84K
17.2K $782M
AIG
American International Group, Inc.

Financial Services
78
+ 1.27%
$70.5 - $86.94 $5.5K - $6.78K
6.22K $541M
PANW
Palo Alto Networks Inc

Technology
679
+ 32.75%
$167.82 - $208.28 $114K - $141K
2.75K $470M
EXC
Exelon Corp

Utilities
230
+ 2.41%
$37.3 - $46.08 $8.58K - $10.6K
9.76K $450M
NOC
Northrop Grumman Corp

Industrials
51
+ 3.48%
$433.45 - $513.82 $22.1K - $26.2K
1.52K $777M
CSCO
Cisco Systems, Inc.

Technology
571
+ 2.68%
$58.74 - $64.87 $33.5K - $37K
21.9K $1.35B
ICE
Intercontinental Exchange, Inc.

Financial Services
210
+ 9.63%
$142.8 - $176.36 $30K - $37K
2.39K $412M
SCHW
Schwab Charles Corp

Financial Services
433
+ 3.53%
$71.24 - $83.64 $30.8K - $36.2K
12.7K $994M
CI
Cigna Corp

Healthcare
100
+ 9.98%
$274.49 - $329.0 $27.4K - $32.9K
1.1K $363M
ITW
Illinois Tool Works Inc

Industrials
388
+ 20.39%
$244.9 - $274.48 $95K - $106K
2.29K $568M
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
118
+ 6.85%
$208.48 - $244.03 $24.6K - $28.8K
1.84K $449M
AJG
Arthur J. Gallagher & Co.

Financial Services
85
+ 9.71%
$275.89 - $345.24 $23.5K - $29.3K
960 $331M
DUK
Duke Energy Corp

Utilities
88
+ 1.76%
$105.87 - $121.97 $9.32K - $10.7K
5.09K $621M
IWR
Ishares Russell Mid Cap ETF

ETFs
2.21K
+ 6.9%
$82.81 - $92.93 $183K - $205K
34.2K $2.91B
MDT
Medtronic PLC

Healthcare
378
+ 8.1%
$79.84 - $94.5 $30.2K - $35.7K
5.04K $453M
RLY
Ssga Active ETF Tr

ETFs
1.26K
+ 4.33%
$27.21 - $28.6 $34.2K - $36K
30.3K $864M
SBUX
Starbucks Corp

Consumer Cyclical
406
+ 7.67%
$91.75 - $115.81 $37.3K - $47K
5.7K $559M
QCOM
Qualcomm Inc

Technology
486
+ 4.57%
$151.94 - $175.86 $73.8K - $85.5K
11.1K $1.71B
BMY
Bristol Myers Squibb CO

Healthcare
642
+ 8.33%
$53.9 - $63.11 $34.6K - $40.5K
8.35K $509M
Activity Summary
Buys All Purchases 222 New Holdings 25 Increased Positions 197 Sells All Sells 48 Reductions 48 Sold out 0 Options Calls 0 Puts 0
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