Catalyst Financial Partners LLC Incresed Positions in Q2 2025

Catalyst Financial Partners LLC

  • $916 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
IVV
Ishares Core S&P 500 ETF

ETFs
9.95K
+ 5.95%
$498.8 - $620.9 $4.96M - $6.18M
177K $110B
IEFA
Ishares Tr

ETFs
35.3K
+ 6.78%
$67.83 - $84.09 $2.4M - $2.97M
556K $46.4B
NVDA
Nvidia Corp

Technology
5.94K
+ 5.0%
$94.31 - $157.99 $560K - $939K
125K $19.7B
MSFT
Microsoft Corp

Technology
1.95K
+ 4.65%
$354.56 - $497.45 $692K - $972K
44K $21.9B
SPY
Spdr S&P 500 ETF Trust

ETFs
4.46K
+ 19.94%
$496.48 - $617.85 $2.22M - $2.76M
26.9K $16.6B
AGG
Ishares Core U.S. Aggregate Bo

ETFs
35K
+ 17.65%
$96.84 - $99.46 $3.39M - $3.48M
233K $23.1B
AVGO
Broadcom Inc.

Technology
624
+ 2.72%
$146.29 - $275.65 $91.3K - $172K
23.6K $6.5B
IJH
Ishares Core S&P Mid Cap ETF

ETFs
14.5K
+ 3.4%
$51.16 - $62.02 $742K - $900K
441K $27.4B
IEMG
Ishares Inc

ETFs
19.8K
+ 10.43%
N/A
209K $12.6B
AMZN
Amazon Com Inc

Consumer Cyclical
3.73K
+ 7.47%
$167.32 - $223.3 $624K - $833K
53.6K $11.8B
META
Meta Platforms, Inc.

Communication Services
721
+ 8.19%
$484.66 - $738.09 $349K - $532K
9.53K $7.03B
IJR
Ishares Core S&P Sm Cap ETF

ETFs
6.74K
+ 2.62%
$90.56 - $109.49 $610K - $738K
264K $28.8B
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
38.4K
+ 522.23%
$48.13 - $49.85 $1.85M - $1.92M
45.8K $2.25B
HTRB
Hartford Fds Total Return Bd E

ETFs
45.2K
+ 8.71%
$33.14 - $34.12 $1.5M - $1.54M
564K $19.1B
EFA
Ishares Tr Msci Eafe ETF

ETFs
13K
+ 32.3%
$72.96 - $90.39 $948K - $1.18M
53.2K $4.76B
NFLX
Netflix Inc

Communication Services
313
+ 15.82%
$855.86 - $1339.13 $268K - $419K
2.29K $3.07B
UFPT
Ufp Technologies Inc

Healthcare
2
+ 0.01%
$186.83 - $253.3 $374 - $507
26.5K $6.46B
JPM
Jpmorgan Chase & CO

Financial Services
466
+ 2.32%
$210.28 - $289.91 $98K - $135K
20.5K $5.95B
TSLA
Tesla, Inc.

Consumer Cyclical
1.25K
+ 12.97%
$221.86 - $362.89 $277K - $453K
10.9K $3.46B
GOOG
Alphabet Inc.

Communication Services
1.25K
+ 3.8%
$146.58 - $180.01 $183K - $225K
34.1K $6.05B
GOOGL
Alphabet Inc.

Communication Services
808
+ 2.62%
$144.7 - $178.6 $117K - $144K
31.7K $5.59B
VTI
Vanguard Total Stock Market Et

ETFs
1.29K
+ 13.69%
$243.75 - $303.93 $315K - $393K
10.7K $3.26B
CGGO
Capital Group Global Growth Eq

ETFs
18.1K
+ 75.11%
$25.31 - $32.17 $457K - $581K
42.1K $1.35B
ORCL
Oracle Corp

Technology
431
+ 6.33%
$122.82 - $218.63 $52.9K - $94.2K
7.24K $1.58B
CEG
Constellation Energy Corp

Utilities
167
+ 4.56%
$170.96 - $322.76 $28.6K - $53.9K
3.83K $1.24B
COF
Capital One Financial Corp

Financial Services
2.03K
+ 133.6%
$150.57 - $212.76 $306K - $432K
3.55K $756M
WMT
Walmart Inc.

Consumer Defensive
2.09K
+ 8.75%
$81.79 - $99.98 $171K - $209K
26K $2.54B
PLTR
Palantir Technologies Inc.

Technology
784
+ 12.28%
$74.01 - $144.25 $58K - $113K
7.17K $977M
COST
Costco Wholesale Corp

Consumer Defensive
321
+ 14.72%
$908.13 - $1056.85 $292K - $339K
2.5K $2.48B
ETN
Eaton Corp PLC

Industrials
126
+ 2.95%
$246.52 - $356.99 $31.1K - $45K
4.4K $1.57B
GE
General Electric CO

Industrials
304
+ 5.27%
$166.81 - $257.39 $50.7K - $78.2K
6.07K $1.56B
VEA
Vanguard Ftse Developed Market

ETFs
4.98K
+ 27.66%
$45.65 - $57.01 $227K - $284K
23K $1.31B
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
5.44K
+ 23.38%
$39.89 - $49.46 $217K - $269K
28.7K $1.42B
NOW
Service Now, Inc.

Technology
88
+ 7.53%
$721.65 - $1040.18 $63.5K - $91.5K
1.26K $1.29B
IBM
International Business Machines Corp

Technology
440
+ 8.84%
$221.03 - $294.78 $97.3K - $130K
5.42K $1.6B
PM
Philip Morris International Inc.

Consumer Defensive
37
+ 0.26%
$149.23 - $184.95 $5.52K - $6.84K
14.4K $2.61B
VB
Vanguard Small Cap ETF

ETFs
1.21K
+ 48.81%
$193.73 - $237.37 $234K - $287K
3.69K $874M
AMD
Advanced Micro Devices Inc

Technology
274
+ 4.06%
$78.21 - $143.81 $21.4K - $39.4K
7.02K $997M
CSCO
Cisco Systems, Inc.

Technology
1.95K
+ 8.9%
$53.19 - $69.38 $104K - $135K
23.8K $1.65B
GS
Goldman Sachs Group Inc

Financial Services
57
+ 3.72%
$462.22 - $707.75 $26.3K - $40.3K
1.59K $1.12B
AMAT
Applied Materials Inc

Technology
487
+ 9.53%
$126.95 - $183.52 $61.8K - $89.4K
5.6K $1.02B
TT
Trane Technologies PLC

Industrials
82
+ 3.64%
$315.21 - $437.41 $25.8K - $35.9K
2.34K $1.02B
IVW
Ishares S&P 500 Growth ETF

ETFs
1.2K
+ 16.47%
$82.96 - $110.1 $99.1K - $132K
8.45K $930M
JNK
Spdr Bloomberg High Yield Bond

ETFs
2.51K
+ 47.17%
$91.23 - $97.27 $229K - $245K
7.84K $763M
BAC
Bank Of America Corp

Financial Services
1.31K
+ 3.95%
$34.39 - $47.46 $45.1K - $62.3K
34.5K $1.63B
INTU
Intuit Inc

Technology
68
+ 6.21%
$544.07 - $787.63 $37K - $53.6K
1.16K $916M
ISRG
Intuitive Surgical Inc

Healthcare
273
+ 13.86%
$451.58 - $565.94 $123K - $155K
2.24K $1.22B
RLY
Ssga Active ETF Tr

ETFs
7.55K
+ 24.93%
$25.82 - $29.59 $195K - $223K
37.8K $1.1B
SYK
Stryker Corp

Healthcare
490
+ 32.34%
$337.37 - $395.63 $165K - $194K
2.01K $793M
Activity Summary
Buys All Purchases 216 New Holdings 32 Increased Positions 184 Sells All Sells 68 Reductions 68 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Catalyst Financial Partners LLC Portfolio

Follow Catalyst Financial Partners LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Catalyst Financial Partners LLC, based on Form 13F filings with the SEC.

News

Stay updated on Catalyst Financial Partners LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email