Catalyst Financial Partners LLC Incresed Positions in Q1 2025

Catalyst Financial Partners LLC

  • $543 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
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
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
FISV
Fiserv Inc

Technology
129
+ 4.45%
N/A
3.03K $668M
VEA
Vanguard Ftse Developed Market

ETFs
386
+ 2.19%
$47.4 - $52.99 $18.3K - $20.5K
18K $916M
CME
Cme Group Inc.

Financial Services
59
+ 3.57%
$225.82 - $266.54 $13.3K - $15.7K
1.71K $454M
ADI
Analog Devices Inc

Technology
462
+ 20.03%
$201.56 - $243.82 $93.1K - $113K
2.77K $558M
CB
Chubb LTD

Financial Services
65
+ 3.46%
$257.71 - $301.99 $16.8K - $19.6K
1.94K $587M
UNP
Union Pacific Corp

Industrials
153
+ 4.23%
$225.21 - $254.42 $34.5K - $38.9K
3.77K $891M
WMB
Williams Companies, Inc.

Energy
136
+ 1.35%
$54.02 - $61.09 $7.35K - $8.31K
10.2K $612M
WELL
Welltower Inc.

Real Estate
77
+ 4.33%
$124.05 - $156.86 $9.55K - $12.1K
1.85K $284M
AON
Aon PLC

Financial Services
30
+ 2.56%
$348.44 - $409.32 $10.5K - $12.3K
1.2K $479M
EQT
Eqt Corp

Energy
172
+ 2.67%
$46.16 - $54.25 $7.94K - $9.33K
6.62K $354M
KLAC
Kla Corp

Technology
25
+ 3.31%
$636.62 - $777.63 $15.9K - $19.4K
780 $530M
ADP
Automatic Data Processing Inc

Industrials
84
+ 3.95%
$286.85 - $318.64 $24.1K - $26.8K
2.21K $676M
CGGO
Capital Group Global Growth Eq

ETFs
2.51K
+ 11.65%
$28.33 - $30.84 $71.1K - $77.3K
24K $681M
HCA
Hca Healthcare, Inc.

Healthcare
36
+ 4.31%
$296.7 - $345.55 $10.7K - $12.4K
872 $301M
HIG
Hartford Financial Services Group, Inc.

Financial Services
49
+ 1.59%
$106.31 - $123.73 $5.21K - $6.06K
3.13K $387M
JNK
Spdr Bloomberg High Yield Bond

ETFs
532
+ 11.09%
$94.86 - $97.12 $50.5K - $51.7K
5.33K $508M
SPGI
S&P Global Inc.

Financial Services
67
+ 5.26%
$478.26 - $543.77 $32K - $36.4K
1.34K $681M
CRWD
Crowd Strike Holdings, Inc.

Technology
102
+ 9.84%
$308.86 - $455.36 $31.5K - $46.4K
1.14K $402M
PLD
Prologis, Inc.

Real Estate
241
+ 7.67%
$103.59 - $124.04 $25K - $29.9K
3.39K $378M
PAYX
Paychex Inc

Industrials
25
+ 0.87%
$136.06 - $154.52 $3.4K - $3.86K
2.91K $449M
SYK
Stryker Corp

Healthcare
65
+ 4.48%
$355.18 - $399.9 $23.1K - $26K
1.52K $564M
DGRO
Ishares Core Dividend Growth E

ETFs
585
+ 7.92%
$60.46 - $64.42 $35.4K - $37.7K
7.97K $492M
PFE
Pfizer Inc

Healthcare
2.36K
+ 13.46%
$25.01 - $27.13 $59K - $64K
19.9K $504M
TRV
Travelers Companies, Inc.

Financial Services
38
+ 3.31%
$232.43 - $265.13 $8.83K - $10.1K
1.19K $314M
AFL
Aflac Inc

Financial Services
147
+ 6.24%
$100.99 - $111.19 $14.8K - $16.3K
2.5K $278M
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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