Catalyst Financial Partners LLC Purchases in Q4 2024

Catalyst Financial Partners LLC

  • $532 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
USB
Us Bancorp \De\

Financial Services
288
+ 4.0%
$43.98 - $53.66 $12.7K - $15.5K
7.48K $358M
PRF
Invesco Exchange Traded Fd Tr

ETFs
772
+ 7.22%
$40.15 - $42.9 $31K - $33.1K
11.5K $462M
INTU
Intuit Inc

Technology
32
+ 3.16%
$602.01 - $706.25 $19.3K - $22.6K
1.04K $656M
MSI
Motorola Solutions, Inc.

Technology
45
+ 9.07%
$449.08 - $504.6 $20.2K - $22.7K
541 $250M
MO
Altria Group, Inc.

Consumer Defensive
244
+ 2.17%
$49.06 - $57.74 $12K - $14.1K
11.5K $600M
ETN
Eaton Corp PLC

Industrials
74
+ 1.78%
$326.96 - $377.52 $24.2K - $27.9K
4.23K $1.4B
SYK
Stryker Corp

Healthcare
77
+ 5.61%
$345.14 - $392.15 $26.6K - $30.2K
1.45K $522M
ORLY
O Reilly Automotive Inc

Consumer Cyclical
6
+ 1.21%
$1146.59 - $1270.6 $6.88K - $7.62K
501 $594M
CMI
Cummins Inc

Industrials
20
+ 2.99%
$324.93 - $383.42 $6.5K - $7.67K
689 $240M
CME
Cme Group Inc.

Financial Services
19
+ 1.16%
$221.17 - $246.02 $4.2K - $4.67K
1.65K $384M
SPG
Simon Property Group Inc

Real Estate
90
+ 6.66%
$167.23 - $183.84 $15.1K - $16.5K
1.44K $248M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
188
+ 2.0%
$442.29 - $483.08 $83.2K - $90.8K
9.58K $4.34B
MCD
Mcdonalds Corp

Consumer Cyclical
233
+ 7.03%
$288.47 - $316.54 $67.2K - $73.8K
3.55K $1.03B
EFV
Msci Eafe Value ETF

ETFs
651
+ 18.59%
$51.78 - $57.15 $33.7K - $37.2K
4.15K $218M
TRV
Travelers Companies, Inc.

Financial Services
35
+ 3.14%
$225.97 - $266.66 $7.91K - $9.33K
1.15K $277M
FDX
Fedex Corp

Industrials
30
+ 3.21%
$260.5 - $305.15 $7.82K - $9.15K
964 $271M
JCI
Johnson Controls International PLC

Industrials
144
+ 4.78%
$74.23 - $86.6 $10.7K - $12.5K
3.15K $249M
SCHX
Schwab Strategic Tr Us Large C

ETFs
17.9K
+ 200.0%
$22.4 - $68.28 $400K - $1.22M
26.8K $621M
AJG
Arthur J. Gallagher & Co.

Financial Services
45
+ 5.42%
$278.49 - $315.16 $12.5K - $14.2K
875 $248M
DE
Deere & CO

Industrials
12
+ 0.8%
$389.45 - $466.0 $4.67K - $5.59K
1.51K $638M
PH
Parker Hannifin Corp

Industrials
20
+ 5.14%
$621.74 - $709.46 $12.4K - $14.2K
409 $260M
GLW
Corning Inc

Technology
65
+ 1.46%
$44.11 - $49.76 $2.87K - $3.23K
4.51K $214M
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
104
+ 2.38%
$49.03 - $53.35 $5.1K - $5.55K
4.47K $229M
AME
Ametek Inc

Industrials
11
+ 0.93%
$165.89 - $197.38 $1.82K - $2.17K
1.19K $214M
PM
Philip Morris International Inc.

Consumer Defensive
218
+ 1.56%
$118.38 - $133.06 $25.8K - $29K
14.2K $1.7B
D
Dominion Energy, Inc

Utilities
709
+ 10.15%
$52.63 - $60.92 $37.3K - $43.2K
7.69K $414M
SNPS
Synopsys Inc

Technology
40
+ 9.37%
$485.36 - $588.0 $19.4K - $23.5K
467 $227M
MCO
Moodys Corp

Financial Services
22
+ 5.13%
$454.04 - $500.88 $9.99K - $11K
451 $213M
WELL
Welltower Inc.

Real Estate
87
+ 5.15%
$123.11 - $139.3 $10.7K - $12.1K
1.78K $224M
TFC
Truist Financial Corp

Financial Services
29
+ 0.43%
$41.51 - $48.1 $1.2K - $1.39K
6.85K $297M
MET
Metlife Inc

Financial Services
91
+ 2.17%
$78.15 - $88.25 $7.11K - $8.03K
4.29K $352M
SPGI
S&P Global Inc.

Financial Services
50
+ 4.09%
$480.36 - $529.17 $24K - $26.5K
1.27K $634M
ROP
Roper Technologies Inc

Industrials
37
+ 6.84%
$519.85 - $575.95 $19.2K - $21.3K
578 $300M
UPS
United Parcel Service Inc

Industrials
200
+ 7.78%
$122.65 - $138.35 $24.5K - $27.7K
2.77K $349M
WM
Waste Management Inc

Industrials
48
+ 2.41%
$201.79 - $228.46 $9.69K - $11K
2.04K $411M
FNDX
Schwab Fundamental U S Large C

ETFs
6K
+ 200.0%
$23.49 - $71.77 $141K - $430K
8.99K $213M
MDT
Medtronic PLC

Healthcare
491
+ 11.77%
$79.61 - $92.24 $39.1K - $45.3K
4.66K $373M
CB
Chubb LTD

Financial Services
58
+ 3.19%
$271.57 - $301.89 $15.8K - $17.5K
1.88K $519M
NKE
Nike, Inc.

Consumer Cyclical
407
+ 12.49%
$73.36 - $89.13 $29.9K - $36.3K
3.67K $277M
CVX
Chevron Corp

Energy
48
+ 0.62%
$141.15 - $162.53 $6.78K - $7.8K
7.76K $1.12B
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
24
+ 1.41%
$209.89 - $233.24 $5.04K - $5.6K
1.72K $366M
AFL
Aflac Inc

Financial Services
46
+ 1.99%
$100.37 - $115.27 $4.62K - $5.3K
2.36K $244M
Te Connectivity PLC
28
+ 1.2%
N/A
2.36K $337M
HIG
Hartford Financial Services Group, Inc.

Financial Services
90
+ 3.01%
$107.06 - $123.74 $9.64K - $11.1K
3.08K $337M
SHW
Sherwin Williams CO

Basic Materials
50
+ 6.44%
$338.75 - $399.71 $16.9K - $20K
827 $281M
HD
Home Depot, Inc.

Consumer Cyclical
136
+ 3.13%
$385.02 - $431.37 $52.4K - $58.7K
4.48K $1.74B
ICE
Intercontinental Exchange, Inc.

Financial Services
43
+ 2.01%
$148.29 - $166.93 $6.38K - $7.18K
2.18K $325M
EFG
Msci Eafe Growth ETF

ETFs
34
+ 1.63%
$96.83 - $106.88 $3.29K - $3.63K
2.12K $206M
INTC
Intel Corp

Technology
2.89K
+ 12.41%
$19.07 - $26.23 $55.1K - $75.8K
26.2K $525M
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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