Catalyst Financial Partners LLC Sells in Q2 2025

Catalyst Financial Partners LLC

  • $916 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
MUB
Ishares National Muni Bond ETF

ETFs
-12.5K
- 11.99%
$102.31 - $105.8 $1.28M - $1.32M
91.9K $9.6B
JNJ
Johnson & Johnson

Healthcare
-6.76K
- 24.01%
$146.36 - $159.82 $989K - $1.08M
21.4K $3.27B
PG
Procter & Gamble CO

Consumer Defensive
-5.63K
- 17.67%
$157.66 - $172.39 $888K - $971K
26.2K $4.18B
UNH
Unitedhealth Group Inc

Healthcare
-591
- 12.61%
$274.35 - $599.47 $162K - $354K
4.09K $1.28B
SUB
Ishares Short Term National Mu

ETFs
-5.33K
- 50.99%
$104.77 - $106.34 $558K - $566K
5.12K $544M
XOM
Exxon Mobil Corp

Energy
-1.12K
- 3.71%
$99.93 - $119.04 $112K - $134K
29.1K $3.14B
IWR
Ishares Russell Mid Cap ETF

ETFs
-7.34K
- 21.46%
$74.88 - $91.97 $549K - $675K
26.8K $2.47B
PRF
Invesco Exchange Traded Fd Tr

ETFs
-9.77K
- 47.75%
$35.77 - $42.27 $350K - $413K
10.7K $452M
ABBV
Abb Vie Inc.

Healthcare
-155
- 1.16%
$170.16 - $206.27 $26.4K - $32K
13.2K $2.45B
TMO
Thermo Fisher Scientific Inc.

Healthcare
-181
- 9.42%
$390.26 - $489.06 $70.6K - $88.5K
1.74K $706M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
-2.91K
- 39.02%
$58.41 - $72.69 $170K - $212K
4.55K $331M
BMY
Bristol Myers Squibb CO

Healthcare
-398
- 4.77%
$44.12 - $59.6 $17.6K - $23.7K
7.95K $368M
VRTX
Vertex Pharmaceuticals Inc

Healthcare
-191
- 14.03%
$421.16 - $509.5 $80.4K - $97.3K
1.17K $521M
IWY
Ishares Tr Russell 200 Growth

ETFs
-1.11K
- 26.05%
$187.5 - $246.51 $209K - $274K
3.16K $779M
QCOM
Qualcomm Inc

Technology
-1.16K
- 10.46%
$124.66 - $159.48 $145K - $185K
9.96K $1.59B
PEP
Pepsico Inc

Consumer Defensive
-17
- 0.3%
$128.02 - $151.37 $2.18K - $2.57K
5.56K $734M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
-7.4K
- 22.89%
$19.1 - $23.83 $141K - $176K
24.9K $594M
FDL
First Tr Morningstar Dividend

ETFs
-2.16K
- 30.16%
$38.19 - $43.19 $82.5K - $93.2K
5K $209M
ACN
Accenture PLC

Technology
-192
- 6.65%
$279.23 - $323.21 $53.6K - $62.1K
2.7K $806M
PFE
Pfizer Inc

Healthcare
-2.98K
- 14.98%
$21.59 - $24.84 $64.3K - $74K
16.9K $410M
MCD
Mcdonalds Corp

Consumer Cyclical
-19
- 0.51%
$285.55 - $321.23 $5.43K - $6.1K
3.71K $1.08B
GHYB
Gs ETF Tr Access High Yield CO

ETFs
-1.85K
- 24.54%
$42.62 - $45.37 $78.8K - $83.9K
5.69K $258M
ROP
Roper Technologies Inc

Industrials
-99
- 13.2%
$519.19 - $590.78 $51.4K - $58.5K
651 $369M
ITW
Illinois Tool Works Inc

Industrials
-234
- 10.21%
$218.41 - $252.43 $51.1K - $59.1K
2.06K $509M
DVN
Devon Energy Corp

Energy
-553
- 8.0%
$26.8 - $37.92 $14.8K - $21K
6.36K $202M
ADBE
Adobe Inc.

Technology
-151
- 8.01%
$340.0 - $420.68 $51.3K - $63.5K
1.73K $671M
DHR
Danaher Corp

Healthcare
-103
- 2.67%
$174.64 - $205.16 $18K - $21.1K
3.75K $741M
APD
Air Products & Chemicals, Inc.

Basic Materials
-74
- 3.41%
$248.61 - $294.96 $18.4K - $21.8K
2.09K $591M
NOC
Northrop Grumman Corp

Industrials
-54
- 3.56%
$456.3 - $540.39 $24.6K - $29.2K
1.46K $732M
UPS
United Parcel Service Inc

Industrials
-215
- 8.63%
$91.92 - $110.2 $19.8K - $23.7K
2.28K $230M
WM
Waste Management Inc

Industrials
-142
- 5.61%
$216.47 - $242.1 $30.7K - $34.4K
2.39K $546M
AMT
American Tower Corp

Real Estate
-204
- 9.17%
$203.96 - $228.19 $41.6K - $46.6K
2.02K $446M
PANW
Palo Alto Networks Inc

Technology
-631
- 22.93%
$152.44 - $204.64 $96.2K - $129K
2.12K $434M
NEE
Nextera Energy Inc

Utilities
-260
- 2.25%
$64.11 - $75.0 $16.7K - $19.5K
11.3K $785M
ZTS
Zoetis Inc.

Healthcare
-97
- 4.24%
$144.41 - $170.3 $14K - $16.5K
2.19K $342M
IVE
Ishares S&P 500 Value ETF

ETFs
-268
- 6.72%
$168.34 - $195.42 $45.1K - $52.4K
3.72K $727M
VIOO
Vanguard S&P Small Cap 600 ETF

ETFs
-427
- 14.86%
$83.8 - $101.39 $35.8K - $43.3K
2.45K $248M
INTC
Intel Corp

Technology
-617
- 2.09%
$18.13 - $22.69 $11.2K - $14K
28.9K $646M
NKE
Nike, Inc.

Consumer Cyclical
-735
- 18.96%
$53.27 - $72.04 $39.2K - $52.9K
3.14K $223M
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
-75
- 9.48%
$468.22 - $566.51 $35.1K - $42.5K
716 $406M
DGRO
Ishares Core Dividend Growth E

ETFs
-500
- 6.28%
$55.22 - $63.94 $27.6K - $32K
7.47K $477M
MA
Mastercard Inc

Financial Services
-109
- 2.98%
$479.92 - $590.74 $52.3K - $64.4K
3.55K $2B
SYY
Sysco Corp

Consumer Defensive
-169
- 3.81%
$68.0 - $75.91 $11.5K - $12.8K
4.27K $323M
SCHX
Schwab Strategic Tr Us Large C

ETFs
-4.08K
- 10.23%
$19.6 - $24.44 $80K - $99.7K
35.8K $875M
ES
Eversource Energy

Utilities
-75
- 1.99%
$54.25 - $65.89 $4.07K - $4.94K
3.7K $235M
VOYA
Voya Financial, Inc.

Financial Services
-93
- 3.03%
$54.27 - $71.0 $5.05K - $6.6K
2.98K $211M
MMM
3 M CO

Industrials
-50
- 2.12%
$126.09 - $154.15 $6.3K - $7.71K
2.31K $352M
IR
Ingersoll Rand Inc.

Industrials
-24
- 0.45%
$66.75 - $84.94 $1.6K - $2.04K
5.34K $445M
USB
Us Bancorp \De\

Financial Services
-35
- 0.5%
$36.4 - $45.76 $1.27K - $1.6K
6.98K $316M
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
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