Catalyst Financial Partners LLC Sells in Q4 2024

Catalyst Financial Partners LLC

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

ETFs
-8.83K
- 66.41%
$189.5 - $206.17 $1.67M - $1.82M
4.47K $852M
JNJ
Johnson & Johnson

Healthcare
-1.73K
- 5.73%
$143.34 - $165.86 $249K - $288K
28.5K $4.13B
EFA
Ishares Tr Msci Eafe ETF

ETFs
-1.51K
- 3.61%
$75.1 - $82.99 $113K - $125K
40.4K $3.05B
ACWX
Ishares Msci Acwi Ex Us ETF

ETFs
-3.76K
- 10.81%
$52.1 - $57.26 $196K - $215K
31K $1.62B
BND
Vanguard Bd Index Fd Inc Total

ETFs
-4.3K
- 24.04%
$71.75 - $75.11 $308K - $323K
13.6K $977M
MRK
Merck & Co., Inc.

Healthcare
-432
- 2.55%
$96.31 - $114.76 $41.6K - $49.6K
16.5K $1.64B
PEP
Pepsico Inc

Consumer Defensive
-962
- 15.36%
$151.29 - $176.1 $146K - $169K
5.3K $806M
TMO
Thermo Fisher Scientific Inc.

Healthcare
-61
- 3.19%
$501.29 - $612.85 $30.6K - $37.4K
1.85K $962M
DHR
Danaher Corp

Healthcare
-95
- 2.5%
$226.16 - $274.52 $21.5K - $26.1K
3.71K $851M
ADBE
Adobe Inc.

Technology
-113
- 6.02%
$437.39 - $552.96 $49.4K - $62.5K
1.77K $785M
ELV
Elevance Health, Inc.

Healthcare
-104
- 11.33%
$365.96 - $514.62 $38.1K - $53.5K
814 $300M
PFE
Pfizer Inc

Healthcare
-4.3K
- 19.71%
$24.8 - $30.19 $107K - $130K
17.5K $465M
CEG
Constellation Energy Corp

Utilities
-116
- 3.0%
$224.28 - $285.52 $26K - $33.1K
3.76K $840M
DVY
Ishares Tr

ETFs
-1.05K
- 18.95%
$129.55 - $143.41 $135K - $150K
4.47K $587M
MDLZ
Mondelez International, Inc.

Consumer Defensive
-324
- 3.37%
$59.25 - $72.99 $19.2K - $23.6K
9.3K $555M
TXN
Texas Instruments Inc

Technology
-50
- 0.71%
N/A
6.96K $1.31B
CSX
Csx Corp

Industrials
-2.74K
- 13.48%
$31.58 - $36.88 $86.4K - $101K
17.6K $567M
IR
Ingersoll Rand Inc.

Industrials
-914
- 14.44%
$90.46 - $105.35 $82.7K - $96.3K
5.41K $490M
PLD
Prologis, Inc.

Real Estate
-519
- 14.17%
$101.4 - $126.96 $52.6K - $65.9K
3.14K $332M
UBER
Uber Technologies, Inc

Technology
-141
- 1.76%
$59.93 - $86.34 $8.45K - $12.2K
7.89K $476M
REGN
Regeneron Pharmaceuticals, Inc.

Healthcare
-6
- 1.82%
$701.85 - $1046.91 $4.21K - $6.28K
323 $230M
LOW
Lowes Companies Inc

Consumer Cyclical
-41
- 1.0%
$244.52 - $284.07 $10K - $11.6K
4.06K $1B
JNK
Spdr Bloomberg High Yield Bond

ETFs
-972
- 16.85%
$94.77 - $97.36 $92.1K - $94.6K
4.8K $458M
NOC
Northrop Grumman Corp

Industrials
-34
- 2.27%
$466.52 - $543.88 $15.9K - $18.5K
1.47K $688M
MPC
Marathon Petroleum Corp

Energy
-9
- 0.21%
$131.65 - $174.84 $1.18K - $1.57K
4.28K $597M
GILD
Gilead Sciences, Inc.

Healthcare
-1.56K
- 29.32%
$83.95 - $97.9 $131K - $153K
3.77K $348M
CMCSA
Comcast Corp

Communication Services
-479
- 2.61%
$37.39 - $45.14 $17.9K - $21.6K
17.9K $671M
CCI
Crown Castle International Corp

Real Estate
-138
- 4.66%
$89.78 - $119.11 $12.4K - $16.4K
2.83K $256M
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
-641
- 7.03%
$55.45 - $61.08 $35.5K - $39.2K
8.48K $470M
HWM
Howmet Aerospace Inc.

Industrials
-1.38K
- 19.23%
$99.72 - $120.09 $138K - $166K
5.8K $635M
DUK
Duke Energy Corp

Utilities
-357
- 6.66%
$105.76 - $120.76 $37.8K - $43.1K
5K $539M
CI
Cigna Corp

Healthcare
-8
- 0.79%
$265.59 - $358.58 $2.12K - $2.87K
1K $277M
UNP
Union Pacific Corp

Industrials
-11
- 0.3%
$223.15 - $249.32 $2.45K - $2.74K
3.62K $825M
RTX
Raytheon Technologies Corp

Industrials
-52
- 0.47%
$114.45 - $127.21 $5.95K - $6.61K
11.1K $1.29B
DD
Du Pont De Nemours, Inc.

Basic Materials
-314
- 10.06%
$75.95 - $88.05 $23.8K - $27.6K
2.81K $214M
ES
Eversource Energy

Utilities
-355
- 8.69%
$55.9 - $67.73 $19.8K - $24K
3.73K $214M
SBUX
Starbucks Corp

Consumer Cyclical
-254
- 4.58%
$87.44 - $102.5 $22.2K - $26K
5.29K $483M
AIZ
Assurant, Inc.

Financial Services
-362
- 25.1%
$186.6 - $228.68 $67.5K - $82.8K
1.08K $230M
NSC
Norfolk Southern Corp

Industrials
-107
- 4.8%
$230.6 - $277.0 $24.7K - $29.6K
2.12K $499M
VOYA
Voya Financial, Inc.

Financial Services
-258
- 7.14%
$65.93 - $83.9 $17K - $21.6K
3.36K $231M
TGT
Target Corp

Consumer Defensive
-137
- 8.24%
$121.59 - $160.69 $16.7K - $22K
1.53K $206M
EXC
Exelon Corp

Utilities
-589
- 5.82%
$36.22 - $40.97 $21.3K - $24.1K
9.53K $359M
LHX
L3 Harris Technologies, Inc.

Industrials
-7
- 0.43%
$208.94 - $264.22 $1.46K - $1.85K
1.61K $338M
HUBS
Hubspot Inc

Technology
-185
- 35.65%
$514.07 - $757.4 $95.1K - $140K
334 $233M
SO
Southern CO

Utilities
-123
- 3.58%
$81.5 - $94.15 $10K - $11.6K
3.31K $273M
HES
Hess Corp

Energy
-191
- 5.84%
$127.66 - $148.65 $24.4K - $28.4K
3.08K $409M
BDX
Becton Dickinson & CO

Healthcare
-57
- 3.99%
$220.02 - $243.75 $12.5K - $13.9K
1.37K $311M
HUBB
Hubbell Inc

Industrials
-63
- 8.99%
$418.89 - $472.12 $26.4K - $29.7K
638 $267M
FIS
Fidelity National Information Services, Inc.

Technology
-232
- 4.87%
$80.14 - $90.95 $18.6K - $21.1K
4.53K $366M
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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