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
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
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
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
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
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
IWY
Ishares Tr Russell 200 Growth

ETFs
1.5K
+ 54.34%
$210.19 - $243.33 $316K - $366K
4.27K $901M
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
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
NFLX
Netflix Inc

Communication Services
145
+ 7.91%
$828.4 - $1058.6 $120K - $153K
1.98K $1.85B
ABT
Abbott Laboratories

Healthcare
396
+ 4.99%
$111.1 - $140.22 $44K - $55.5K
8.33K $1.11B
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
UNH
Unitedhealth Group Inc

Healthcare
206
+ 4.6%
$461.52 - $548.18 $95.1K - $113K
4.69K $2.45B
T
At&T Inc.

Communication Services
543
+ 1.73%
$21.56 - $28.28 $11.7K - $15.4K
31.9K $902M
ORLY
O Reilly Automotive Inc

Consumer Cyclical
44
+ 8.78%
$1187.71 - $1432.58 $52.3K - $63K
545 $781M
IBM
International Business Machines Corp

Technology
159
+ 3.3%
$217.4 - $264.74 $34.6K - $42.1K
4.98K $1.24B
BSX
Boston Scientific Corp

Healthcare
942
+ 13.22%
$89.38 - $106.18 $84.2K - $100K
8.07K $814M
WM
Waste Management Inc

Industrials
491
+ 24.08%
$200.54 - $233.78 $98.5K - $115K
2.53K $586M
TMUS
T Mobile Us, Inc.

Communication Services
93
+ 3.0%
$211.3 - $272.83 $19.7K - $25.4K
3.19K $851M
AMT
American Tower Corp

Real Estate
458
+ 25.93%
$173.46 - $217.6 $79.4K - $99.7K
2.22K $484M
META
Meta Platforms, Inc.

Communication Services
408
+ 4.86%
$576.36 - $736.67 $235K - $301K
8.81K $5.08B
ORI
Old Republic International Corp

Financial Services
112
+ 0.22%
$33.46 - $39.22 $3.75K - $4.39K
50.7K $1.99B
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
2.83K
+ 13.84%
$42.5 - $46.71 $120K - $132K
23.3K $1.05B
ELV
Elevance Health, Inc.

Healthcare
215
+ 26.41%
$365.9 - $436.25 $78.7K - $93.8K
1.03K $448M
INTC
Intel Corp

Technology
3.3K
+ 12.6%
$19.1 - $27.39 $63K - $90.3K
29.5K $669M
ROP
Roper Technologies Inc

Industrials
172
+ 29.76%
$502.71 - $593.81 $86.5K - $102K
750 $442M
EEM
Ishares Msci Emerging Markets

ETFs
2.78K
+ 31.26%
$40.81 - $45.34 $113K - $126K
11.7K $509M
MCD
Mcdonalds Corp

Consumer Cyclical
181
+ 5.1%
$279.74 - $321.29 $50.6K - $58.2K
3.73K $1.16B
GLW
Corning Inc

Technology
3.09K
+ 68.62%
$44.91 - $54.25 $139K - $168K
7.6K $348M
WFC
Wells Fargo & Company

Financial Services
1.57K
+ 14.42%
$66.78 - $81.42 $105K - $128K
12.5K $895M
PLTR
Palantir Technologies Inc.

Technology
835
+ 15.05%
$64.98 - $124.62 $54.3K - $104K
6.38K $539M
Linde PLC
52
+ 2.62%
N/A
2.03K $947M
PG
Procter & Gamble CO

Consumer Defensive
150
+ 0.47%
$158.56 - $176.26 $23.8K - $26.4K
31.9K $5.43B
DE
Deere & CO

Industrials
79
+ 5.25%
$408.57 - $509.27 $32.3K - $40.2K
1.58K $743M
MCK
Mckesson Corp

Healthcare
14
+ 1.54%
$566.21 - $672.99 $7.93K - $9.42K
924 $622M
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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