Catalyst Financial Partners LLC Reduced Holdings in Q1 2025

Catalyst Financial Partners LLC

  • $543 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
TSLA
Tesla, Inc.

Consumer Cyclical
-638
- 6.21%
$222.15 - $428.22 $142K - $273K
9.63K $2.5B
IEMG
Ishares Inc

ETFs
-22.1K
- 10.45%
N/A
189K $10.2B
IWV
Ishares Russell 3000 ETF

ETFs
-2.32K
- 58.14%
$313.1 - $349.83 $725K - $811K
1.67K $530M
MRK
Merck & Co., Inc.

Healthcare
-2.77K
- 16.73%
$83.01 - $101.02 $230K - $279K
13.8K $1.24B
SUB
Ishares Short Term National Mu

ETFs
-2.88K
- 21.6%
$105.3 - $106.24 $303K - $306K
10.4K $1.1B
VTI
Vanguard Total Stock Market Et

ETFs
-511
- 5.13%
$271.18 - $303.12 $139K - $155K
9.45K $2.6B
VB
Vanguard Small Cap ETF

ETFs
-385
- 13.44%
$217.89 - $252.64 $83.9K - $97.3K
2.48K $550M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
-1.17K
- 13.49%
$64.88 - $72.1 $75.6K - $84K
7.47K $491M
CEG
Constellation Energy Corp

Utilities
-92
- 2.45%
$201.63 - $347.44 $18.5K - $32K
3.66K $739M
QQQ
Invesco Qqq Trust, Series 1

ETFs
-121
- 11.99%
$468.34 - $539.52 $56.7K - $65.3K
888 $416M
PYPL
Pay Pal Holdings, Inc.

Financial Services
-188
- 5.2%
$65.15 - $91.81 $12.2K - $17.3K
3.43K $224M
CSX
Csx Corp

Industrials
-873
- 4.97%
$29.11 - $33.67 $25.4K - $29.4K
16.7K $491M
UPS
United Parcel Service Inc

Industrials
-279
- 10.07%
$109.66 - $136.26 $30.6K - $38K
2.49K $274M
CMCSA
Comcast Corp

Communication Services
-1.62K
- 9.04%
$33.19 - $38.23 $53.7K - $61.9K
16.3K $600M
IVW
Ishares S&P 500 Growth ETF

ETFs
-76
- 1.04%
$92.45 - $106.69 $7.03K - $8.11K
7.25K $673M
INCY
Incyte Corp

Healthcare
-55
- 0.73%
$60.0 - $75.26 $3.3K - $4.14K
7.44K $450M
BX
Blackstone Inc.

Financial Services
-6
- 0.3%
$136.53 - $186.74 $819 - $1.12K
1.99K $278M
USB
Us Bancorp \De\

Financial Services
-470
- 6.28%
$40.92 - $50.9 $19.2K - $23.9K
7.01K $296M
IR
Ingersoll Rand Inc.

Industrials
-46
- 0.85%
$79.44 - $94.23 $3.65K - $4.33K
5.37K $430M
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
-2.22K
- 24.41%
$33.84 - $37.77 $75K - $83.7K
6.86K $250M
TXN
Texas Instruments Inc

Technology
-1
- 0.01%
N/A
6.96K $1.25B
EMR
Emerson Electric CO

Industrials
-55
- 2.02%
$108.64 - $131.17 $5.98K - $7.21K
2.66K $292M
FIS
Fidelity National Information Services, Inc.

Technology
-86
- 1.9%
$68.12 - $83.42 $5.86K - $7.17K
4.45K $332M
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
-528
- 6.23%
$54.25 - $57.64 $28.6K - $30.4K
7.95K $438M
Brookfield Corp
-31
- 0.52%
N/A
5.94K $311M
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
-284
- 6.35%
$48.06 - $53.73 $13.6K - $15.3K
4.19K $204M
VOYA
Voya Financial, Inc.

Financial Services
-287
- 8.55%
$65.1 - $75.67 $18.7K - $21.7K
3.07K $208M
LHX
L3 Harris Technologies, Inc.

Industrials
-56
- 3.48%
$194.65 - $222.86 $10.9K - $12.5K
1.55K $325M
SYY
Sysco Corp

Consumer Defensive
-81
- 1.79%
$70.0 - $77.13 $5.67K - $6.25K
4.44K $333M
NEE
Nextera Energy Inc

Utilities
-39
- 0.34%
$66.96 - $76.16 $2.61K - $2.97K
11.6K $820M
MET
Metlife Inc

Financial Services
-1
- 0.02%
$77.7 - $87.0 $77.7 - $87
4.29K $345M
DD
Du Pont De Nemours, Inc.

Basic Materials
-28
- 1.0%
$72.7 - $84.32 $2.04K - $2.36K
2.78K $208M
DFS
Discover Financial Services

Financial Services
-10
- 0.68%
$152.99 - $203.25 $1.53K - $2.03K
1.47K $251M
ZTS
Zoetis Inc.

Healthcare
-44
- 1.89%
$156.48 - $175.67 $6.89K - $7.73K
2.29K $377M
NSC
Norfolk Southern Corp

Industrials
-28
- 1.32%
$227.69 - $259.76 $6.38K - $7.27K
2.1K $496M
C
Citigroup Inc

Financial Services
-36
- 0.68%
$67.23 - $84.63 $2.42K - $3.05K
5.27K $374M
COP
Conocophillips

Energy
-269
- 4.88%
$88.6 - $105.85 $23.8K - $28.5K
5.24K $551M
CL
Colgate Palmolive CO

Consumer Defensive
-27
- 0.89%
$85.68 - $97.5 $2.31K - $2.63K
2.99K $280M
D
Dominion Energy, Inc

Utilities
-58
- 0.75%
$52.85 - $57.43 $3.07K - $3.33K
7.63K $428M
CCI
Crown Castle International Corp

Real Estate
-224
- 7.93%
$84.33 - $106.39 $18.9K - $23.8K
2.6K $271M
SO
Southern CO

Utilities
-71
- 2.14%
$80.96 - $92.96 $5.75K - $6.6K
3.24K $298M
MMM
3 M CO

Industrials
-1
- 0.04%
$129.7 - $155.12 $130 - $155
2.36K $347M
HES
Hess Corp

Energy
-81
- 2.63%
$135.42 - $160.52 $11K - $13K
3K $479M
HWM
Howmet Aerospace Inc.

Industrials
-20
- 0.34%
$110.79 - $139.39 $2.22K - $2.79K
5.78K $750M
EFA
Ishares Tr Msci Eafe ETF

ETFs
-132
- 0.33%
$74.85 - $84.89 $9.88K - $11.2K
40.2K $3.29B
KMB
Kimberly Clark Corp

Consumer Defensive
-19
- 0.07%
$124.46 - $147.4 $2.36K - $2.8K
28.4K $4.04B
JNJ
Johnson & Johnson

Healthcare
-388
- 1.36%
$142.06 - $167.7 $55.1K - $65.1K
28.2K $4.67B
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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