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
HTRB
Hartford Fds Total Return Bd E

ETFs
247K
+ 90.97%
$33.03 - $34.09 $8.16M - $8.42M
519K $17.6B
IEFA
Ishares Tr

ETFs
24.2K
+ 4.87%
$69.57 - $78.65 $1.68M - $1.9M
521K $39.4B
AGG
Ishares Core U.S. Aggregate Bo

ETFs
9.18K
+ 4.85%
$95.85 - $99.25 $880K - $911K
198K $19.6B
SPY
Spdr S&P 500 ETF Trust

ETFs
2.93K
+ 15.07%
$551.42 - $612.93 $1.62M - $1.8M
22.4K $12.5B
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
234
+ 2.44%
$442.66 - $534.52 $104K - $125K
9.81K $5.23B
MUB
Ishares National Muni Bond ETF

ETFs
8.34K
+ 8.69%
$104.71 - $107.69 $873K - $898K
104K $11B
SCHB
Schwab Strategic Tr Us Broad M

ETFs
32.3K
New
$21.23 - $23.75 $686K - $768K
32.3K $696M
SMMD
Ishares Tr Russell 2500 ETF

ETFs
14.1K
+ 28.12%
$61.55 - $71.27 $868K - $1.01M
64.3K $4.02B
PM
Philip Morris International Inc.

Consumer Defensive
151
+ 1.07%
$117.15 - $158.79 $17.7K - $24K
14.3K $2.27B
ABBV
Abb Vie Inc.

Healthcare
504
+ 3.93%
$169.2 - $216.66 $85.3K - $109K
13.3K $2.79B
XOM
Exxon Mobil Corp

Energy
1.06K
+ 3.63%
$105.44 - $118.93 $112K - $126K
30.3K $3.6B
V
Visa Inc.

Financial Services
411
+ 4.72%
$306.92 - $362.71 $126K - $149K
9.11K $3.19B
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
18.6K
New
$18.36 - $20.51 $342K - $382K
18.6K $369M
PRF
Invesco Exchange Traded Fd Tr

ETFs
9K
+ 78.51%
$39.4 - $42.61 $355K - $383K
20.5K $827M
LLY
Eli Lilly & CO

Healthcare
98
+ 1.99%
$725.72 - $929.72 $71.1K - $91.1K
5.03K $4.15B
CVS
Cvs Health Corp

Healthcare
4.76K
New
$44.22 - $68.64 $210K - $326K
4.76K $322M
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
6.09K
New
$49.78 - $53.19 $303K - $324K
6.09K $311M
JPM
Jpmorgan Chase & CO

Financial Services
799
+ 4.15%
$225.19 - $279.95 $180K - $224K
20.1K $4.92B
MA
Mastercard Inc

Financial Services
394
+ 12.06%
$504.67 - $576.31 $199K - $227K
3.66K $2.01B
VIOO
Vanguard S&P Small Cap 600 ETF

ETFs
2.87K
New
$94.32 - $110.46 $271K - $317K
2.87K $277M
KO
Coca Cola CO

Consumer Defensive
934
+ 4.32%
$60.81 - $72.32 $56.8K - $67.5K
22.6K $1.62B
SCHX
Schwab Strategic Tr Us Large C

ETFs
13.1K
+ 48.82%
$21.75 - $24.28 $284K - $318K
39.9K $880M
DVN
Devon Energy Corp

Energy
6.92K
New
$33.15 - $38.55 $229K - $267K
6.92K $259M
IWY
Ishares Tr Russell 200 Growth

ETFs
1.5K
+ 54.34%
$210.19 - $243.33 $316K - $366K
4.27K $901M
Globalstar Inc
11.4K
New
N/A
11.4K $239M
CVX
Chevron Corp

Energy
375
+ 4.83%
$146.71 - $167.97 $55K - $63K
8.13K $1.36B
GE
General Electric CO

Industrials
244
+ 4.42%
$168.59 - $212.13 $41.1K - $51.8K
5.77K $1.15B
UBER
Uber Technologies, Inc

Technology
1.84K
+ 23.27%
$63.17 - $81.49 $116K - $150K
9.72K $708M
MNST
Monster Beverage Corp

Consumer Defensive
3.94K
New
$46.16 - $58.58 $182K - $231K
3.94K $231M
ECL
Ecolab Inc.

Basic Materials
888
New
$229.72 - $269.82 $204K - $240K
888 $225M
RTX
Raytheon Technologies Corp

Industrials
247
+ 2.22%
$114.1 - $135.66 $28.2K - $33.5K
11.4K $1.51B
PGR
Progressive Corp

Financial Services
52
+ 1.11%
$235.61 - $291.22 $12.3K - $15.1K
4.73K $1.34B
CTVA
Corteva, Inc.

Basic Materials
3.41K
New
$55.94 - $66.15 $191K - $225K
3.41K $214M
GDX
Vaneck ETF Tr Gold Miners ETF

ETFs
4.63K
New
$34.58 - $45.97 $160K - $213K
4.63K $213M
XLG
Invesco Exchange Traded Fd Tr

ETFs
4.58K
New
$45.72 - $51.73 $210K - $237K
4.58K $211M
NFLX
Netflix Inc

Communication Services
145
+ 7.91%
$828.4 - $1058.6 $120K - $153K
1.98K $1.85B
AZO
Autozone Inc

Consumer Cyclical
55
New
$3193.96 - $3828.11 $176K - $211K
55 $210M
PSX
Phillips 66

Energy
1.7K
New
$113.93 - $131.55 $193K - $223K
1.7K $210M
SLB
Schlumberger Limited

Energy
5.01K
New
$38.4 - $43.74 $192K - $219K
5.01K $209M
TDG
Trans Digm Group Inc

Industrials
151
New
$1251.32 - $1394.11 $189K - $211K
151 $209M
ABT
Abbott Laboratories

Healthcare
396
+ 4.99%
$111.1 - $140.22 $44K - $55.5K
8.33K $1.11B
ALL
Allstate Corp

Financial Services
1K
New
$180.99 - $210.18 $181K - $210K
1K $207M
VRTX
Vertex Pharmaceuticals Inc

Healthcare
236
+ 20.98%
$402.49 - $513.76 $95K - $121K
1.36K $660M
AMGN
Amgen Inc

Healthcare
285
+ 12.35%
$258.59 - $327.36 $73.7K - $93.3K
2.59K $808M
FDVV
Fidelity High Dividend ETF

ETFs
4.16K
New
$48.86 - $52.28 $203K - $217K
4.16K $206M
SPYD
Spdr Portfolio S&P 500 High Di

ETFs
4.64K
New
$42.18 - $45.16 $196K - $210K
4.64K $205M
KMI
Kinder Morgan, Inc.

Energy
7.14K
New
$26.1 - $31.22 $186K - $223K
7.14K $204M
IDV
Ishares Tr

ETFs
6.56K
New
$27.0 - $31.7 $177K - $208K
6.56K $203M
TYL
Tyler Technologies Inc

Technology
348
New
$553.41 - $646.74 $193K - $225K
348 $202M
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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