Catalyst Financial Partners LLC Incresed Positions in Q4 2024

Catalyst Financial Partners LLC

  • $532 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
IVV
Ishares Core S&P 500 ETF

ETFs
5.71K
+ 3.63%
$570.51 - $610.59 $3.26M - $3.49M
163K $95.9B
PG
Procter & Gamble CO

Consumer Defensive
14.4K
+ 83.5%
$161.05 - $179.7 $2.32M - $2.59M
31.7K $5.32B
AAPL
Apple Inc.

Technology
2.4K
+ 2.49%
$221.69 - $259.02 $533K - $622K
99K $24.8B
NVDA
Nvidia Corp

Technology
5.27K
+ 4.72%
$117.0 - $148.88 $616K - $784K
117K $15.7B
TSLA
Tesla, Inc.

Consumer Cyclical
1.13K
+ 12.39%
$213.65 - $479.86 $242K - $543K
10.3K $4.15B
AMZN
Amazon Com Inc

Consumer Cyclical
741
+ 1.67%
$180.88 - $232.93 $134K - $173K
45.2K $9.91B
AVGO
Broadcom Inc.

Technology
1.16K
+ 5.75%
$159.67 - $250.0 $185K - $289K
21.3K $4.94B
IJR
Ishares Core S&P Sm Cap ETF

ETFs
15.7K
+ 6.63%
$113.92 - $127.38 $1.78M - $2M
252K $29B
IJH
Ishares Core S&P Mid Cap ETF

ETFs
13.7K
+ 3.45%
$61.68 - $67.87 $846K - $930K
411K $25.6B
GOOGL
Alphabet Inc.

Communication Services
502
+ 1.75%
$161.86 - $196.66 $81.3K - $98.7K
29.1K $5.52B
IWR
Ishares Russell Mid Cap ETF

ETFs
8.31K
+ 35.11%
$87.25 - $95.52 $725K - $794K
32K $2.83B
JPM
Jpmorgan Chase & CO

Financial Services
256
+ 1.35%
$205.18 - $250.29 $52.5K - $64.1K
19.3K $4.62B
SPY
Spdr S&P 500 ETF Trust

ETFs
458
+ 2.41%
$567.81 - $607.81 $260K - $278K
19.5K $11.4B
SMMD
Ishares Tr Russell 2500 ETF

ETFs
6.19K
+ 14.08%
$66.67 - $74.08 $413K - $459K
50.2K $3.41B
V
Visa Inc.

Financial Services
217
+ 2.56%
$273.87 - $320.91 $59.4K - $69.6K
8.7K $2.75B
CRM
Salesforce, Inc.

Technology
210
+ 4.19%
$270.87 - $367.87 $56.9K - $77.3K
5.22K $1.74B
NFLX
Netflix Inc

Communication Services
54
+ 3.03%
$687.65 - $936.56 $37.1K - $50.6K
1.83K $1.63B
IWY
Ishares Tr Russell 200 Growth

ETFs
1.49K
+ 115.91%
$216.72 - $244.71 $322K - $364K
2.77K $651M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
594
+ 147.76%
$521.84 - $558.82 $310K - $332K
996 $537M
VTI
Vanguard Total Stock Market Et

ETFs
845
+ 9.27%
$280.04 - $302.45 $237K - $256K
9.96K $2.89B
MSFT
Microsoft Corp

Technology
1.5K
+ 3.8%
$406.35 - $454.46 $608K - $680K
40.8K $17.2B
META
Meta Platforms, Inc.

Communication Services
298
+ 3.68%
$554.08 - $632.68 $165K - $189K
8.4K $4.92B
WMT
Walmart Inc.

Consumer Defensive
516
+ 2.26%
$79.1 - $95.7 $40.8K - $49.4K
23.4K $2.11B
BAC
Bank Of America Corp

Financial Services
2.74K
+ 9.42%
$39.22 - $47.77 $107K - $131K
31.8K $1.4B
JEF
Jefferies Financial Group Inc.

Financial Services
45
+ 0.32%
$61.95 - $81.75 $2.79K - $3.68K
14.1K $1.11B
NOW
Service Now, Inc.

Technology
15
+ 1.31%
$867.18 - $1148.42 $13K - $17.2K
1.16K $1.23B
WFC
Wells Fargo & Company

Financial Services
620
+ 6.03%
$54.98 - $77.35 $34.1K - $48K
10.9K $766M
SUB
Ishares Short Term National Mu

ETFs
1.78K
+ 15.46%
$104.94 - $106.2 $187K - $189K
13.3K $1.41B
QQQ
Invesco Qqq Trust, Series 1

ETFs
317
+ 45.81%
$481.22 - $538.17 $153K - $171K
1.01K $516M
CSCO
Cisco Systems, Inc.

Technology
920
+ 4.51%
$52.45 - $60.02 $48.3K - $55.2K
21.3K $1.26B
MS
Morgan Stanley

Financial Services
90
+ 1.35%
$104.42 - $134.99 $9.4K - $12.1K
6.74K $847M
MA
Mastercard Inc

Financial Services
95
+ 2.99%
$491.3 - $536.15 $46.7K - $50.9K
3.27K $1.72B
GS
Goldman Sachs Group Inc

Financial Services
76
+ 5.41%
$486.1 - $608.57 $36.9K - $46.3K
1.48K $849M
BKNG
Booking Holdings Inc.

Consumer Cyclical
6
+ 3.7%
$4100.99 - $5300.34 $24.6K - $31.8K
168 $835M
DIS
Walt Disney CO

Communication Services
669
+ 13.28%
$92.39 - $117.6 $61.8K - $78.7K
5.71K $636M
T
At&T Inc.

Communication Services
5.51K
+ 21.32%
$21.22 - $23.88 $117K - $131K
31.3K $713M
VTV
Vanguard Value ETF

ETFs
894
+ 60.73%
$168.32 - $181.87 $150K - $163K
2.37K $401M
MUB
Ishares National Muni Bond ETF

ETFs
3.07K
+ 3.3%
$105.78 - $108.7 $325K - $333K
96K $10.2B
CRWD
Crowd Strike Holdings, Inc.

Technology
204
+ 24.49%
$275.15 - $388.2 $56.1K - $79.2K
1.04K $355M
SCHW
Schwab Charles Corp

Financial Services
70
+ 0.57%
$63.31 - $82.85 $4.43K - $5.8K
12.3K $908M
Ge Vernova Inc
38
+ 2.7%
N/A
1.44K $475M
BMY
Bristol Myers Squibb CO

Healthcare
1.49K
+ 23.96%
$51.92 - $59.94 $77.4K - $89.3K
7.71K $436M
COST
Costco Wholesale Corp

Consumer Defensive
53
+ 2.53%
$873.59 - $994.69 $46.3K - $52.7K
2.14K $1.96B
FTNT
Fortinet, Inc.

Technology
188
+ 3.95%
$76.49 - $99.21 $14.4K - $18.7K
4.95K $468M
WMB
Williams Companies, Inc.

Energy
179
+ 1.8%
$46.37 - $59.74 $8.3K - $10.7K
10.1K $547M
MCK
Mckesson Corp

Healthcare
50
+ 5.81%
$482.27 - $628.5 $24.1K - $31.4K
910 $519M
BX
Blackstone Inc.

Financial Services
344
+ 20.85%
$148.45 - $199.05 $51.1K - $68.5K
1.99K $344M
ISRG
Intuitive Surgical Inc

Healthcare
64
+ 3.46%
$471.27 - $550.62 $30.2K - $35.2K
1.92K $1B
BA
Boeing CO

Industrials
283
+ 18.73%
$138.14 - $180.72 $39.1K - $51.1K
1.79K $318M
Activity Summary
Buys All Purchases 188 New Holdings 13 Increased Positions 175 Sells All Sells 69 Reductions 69 Sold out 0 Options Calls 0 Puts 0
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