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
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
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
CINF
Cincinnati Financial Corp

Financial Services
12
+ 0.59%
$133.67 - $147.81 $1.6K - $1.77K
2.05K $303M
ANSS
Ansys Inc

Technology
72
+ 11.56%
$316.56 - $360.36 $22.8K - $25.9K
695 $220M
MCO
Moodys Corp

Financial Services
26
+ 5.76%
$437.8 - $527.48 $11.4K - $13.7K
477 $222M
BDX
Becton Dickinson & CO

Healthcare
15
+ 1.09%
$222.79 - $249.08 $3.34K - $3.74K
1.39K $317M
PH
Parker Hannifin Corp

Industrials
26
+ 6.36%
$591.65 - $707.05 $15.4K - $18.4K
435 $264M
VIG
Vanguard Dividend Appreciation

ETFs
76
+ 1.15%
N/A
6.7K $1.3B
TFC
Truist Financial Corp

Financial Services
432
+ 6.31%
$39.48 - $48.15 $17.1K - $20.8K
7.28K $299M
APH
Amphenol Corp

Technology
269
+ 5.39%
$61.62 - $78.55 $16.6K - $21.1K
5.26K $345M
AIZ
Assurant, Inc.

Financial Services
4
+ 0.37%
$198.92 - $218.67 $796 - $875
1.08K $227M
AME
Ametek Inc

Industrials
39
+ 3.28%
$170.39 - $190.43 $6.65K - $7.43K
1.23K $211M
Ge Vernova Inc
101
+ 6.99%
N/A
1.55K $472M
Te Connectivity PLC
2
+ 0.08%
N/A
2.36K $334M
OKE
Oneok Inc

Energy
4
+ 0.1%
$89.57 - $109.85 $358 - $439
4.19K $415M
HLT
Hilton Worldwide Holdings Inc.

Consumer Cyclical
53
+ 5.84%
$221.78 - $273.45 $11.8K - $14.5K
961 $219M
TMO
Thermo Fisher Scientific Inc.

Healthcare
72
+ 3.89%
$497.6 - $606.74 $35.8K - $43.7K
1.92K $956M
SPG
Simon Property Group Inc

Real Estate
12
+ 0.83%
$159.48 - $187.78 $1.91K - $2.25K
1.45K $241M
CARR
Carrier Global Corp

Industrials
130
+ 3.52%
$62.07 - $70.55 $8.07K - $9.17K
3.83K $243M
BAC
Bank Of America Corp

Financial Services
1.42K
+ 4.47%
$39.61 - $47.74 $56.3K - $67.8K
33.2K $1.39B
CDNS
Cadence Design Systems Inc

Technology
163
+ 14.25%
$233.96 - $324.52 $38.1K - $52.9K
1.31K $332M
MAR
Marriott International Inc

Consumer Cyclical
101
+ 11.61%
$237.01 - $304.45 $23.9K - $30.7K
971 $231M
VT
Vanguard Total World Stk Index

ETFs
8
+ 0.1%
$115.08 - $123.97 $921 - $992
8.23K $955M
GS
Goldman Sachs Group Inc

Financial Services
50
+ 3.37%
$524.81 - $672.19 $26.2K - $33.6K
1.53K $837M
SNPS
Synopsys Inc

Technology
28
+ 6.0%
$428.58 - $551.54 $12K - $15.4K
495 $212M
WMT
Walmart Inc.

Consumer Defensive
502
+ 2.15%
$84.5 - $105.05 $42.4K - $52.7K
23.9K $2.1B
CMI
Cummins Inc

Industrials
26
+ 3.77%
$312.92 - $386.07 $8.14K - $10K
715 $224M
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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