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
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
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
APD
Air Products & Chemicals, Inc.

Basic Materials
80
+ 3.83%
$283.24 - $338.07 $22.7K - $27K
2.17K $639M
SHW
Sherwin Williams CO

Basic Materials
74
+ 8.95%
$330.16 - $365.55 $24.4K - $27.1K
901 $315M
MPC
Marathon Petroleum Corp

Energy
45
+ 1.05%
$134.72 - $159.03 $6.06K - $7.16K
4.32K $630M
F
Ford Motor CO

Consumer Cyclical
3.12K
+ 28.17%
$9.12 - $10.43 $28.5K - $32.6K
14.2K $143M
Lam Research Corp
419
+ 9.47%
N/A
4.84K $352M
BND
Vanguard Bd Index Fd Inc Total

ETFs
150
+ 1.1%
$71.17 - $73.66 $10.7K - $11K
13.7K $1.01B
FAST
Fastenal CO

Industrials
69
+ 1.5%
$71.11 - $79.98 $4.91K - $5.52K
4.66K $361M
TJX
Tjx Companies Inc

Consumer Cyclical
207
+ 3.44%
$112.81 - $126.16 $23.4K - $26.1K
6.23K $759M
PEP
Pepsico Inc

Consumer Defensive
277
+ 5.23%
$142.64 - $156.42 $39.5K - $43.3K
5.58K $836M
MU
Micron Technology Inc

Technology
157
+ 2.95%
$86.89 - $109.38 $13.6K - $17.2K
5.49K $477M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
103
+ 10.34%
$507.05 - $563.67 $52.2K - $58.1K
1.1K $565M
FTNT
Fortinet, Inc.

Technology
189
+ 3.82%
$92.49 - $114.57 $17.5K - $21.7K
5.14K $495M
VLO
Valero Energy Corp

Energy
34
+ 1.48%
$121.76 - $142.99 $4.14K - $4.86K
2.34K $309M
EOG
Eog Resources Inc

Energy
112
+ 5.89%
$120.54 - $138.05 $13.5K - $15.5K
2.01K $258M
ES
Eversource Energy

Utilities
43
+ 1.15%
$55.63 - $63.8 $2.39K - $2.74K
3.77K $234M
COF
Capital One Financial Corp

Financial Services
93
+ 6.51%
$163.87 - $209.82 $15.2K - $19.5K
1.52K $273M
BA
Boeing CO

Industrials
167
+ 9.31%
$148.15 - $186.25 $24.7K - $31.1K
1.96K $334M
INTU
Intuit Inc

Technology
51
+ 4.89%
$555.63 - $630.23 $28.3K - $32.1K
1.1K $672M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
381
+ 5.46%
$49.25 - $50.66 $18.8K - $19.3K
7.36K $365M
HD
Home Depot, Inc.

Consumer Cyclical
314
+ 7.0%
$347.25 - $424.87 $109K - $133K
4.8K $1.76B
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
75
+ 10.47%
$522.96 - $601.18 $39.2K - $45.1K
791 $422M
TSCO
Tractor Supply CO

Consumer Cyclical
89
+ 2.25%
$51.66 - $57.94 $4.6K - $5.16K
4.05K $223M
JCI
Johnson Controls International PLC

Industrials
109
+ 3.46%
$76.12 - $90.6 $8.3K - $9.88K
3.26K $261M
QUAL
Ishares Msci Usa Quality Facto

ETFs
140
+ 8.02%
$168.16 - $186.21 $23.5K - $26.1K
1.89K $322M
FCX
Freeport Mcmoran Inc

Basic Materials
312
+ 4.36%
$34.5 - $43.01 $10.8K - $13.4K
7.46K $283M
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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