Catalyst Private Wealth, LLC Purchases and Sells in Q4 2024

Catalyst Private Wealth, LLC

$165 Million
Q4 2024

Top Buys

Incresed Positions

33 operations

Stock	Shares change	Price Range	Shares Held	Trade History
ITOT	2.48K + 1.17%	$124.26 - $134.12 $308K - $333K	214K $27.6M
TLT	8.87K + 93.53%	$87.1 - $98.49 $773K - $874K	18.4K $1.6M
META	640 + 7.88%	$554.08 - $632.68 $355K - $405K	8.76K $5.17M
AVGO	2 + 0.05%	$159.67 - $250.0 $319 - $500	4.01K $930K
DFAU	2.76K + 2.36%	$39.27 - $42.38 $109K - $117K	120K $4.85M
VTEB	4.13K + 74.67%	$49.79 - $51.14 $206K - $211K	9.66K $484K

New Holdings

6 operations

Stock	Shares change	Price Range	Shares Held	Trade History
MUB	3.57K New	$105.78 - $108.7 $378K - $388K	3.57K $380K
VIG	1.45K New	N/A	1.45K $263K
IDEV	4.06K New	$64.18 - $70.42 $260K - $286K	4.06K $261K
FDN	858 New	$210.5 - $257.24 $181K - $221K	858 $208K
PG	1.23K New	$161.05 - $179.7 $199K - $222K	1.23K $206K
ARISTA NETWORKS INC	2.46K New	N/A	2.46K $0

Top Sells

Reduced Positions

23 operations

Stock	Shares change	Price Range	Shares Held	Trade History
DASH	-38.3K - 49.11%	$141.93 - $180.48 $5.44M - $6.91M	39.7K $6.66M
VGLT	-6.63K - 10.92%	$55.1 - $61.74 $365K - $409K	54.1K $2.99M
IOT	-2.72K - 2.38%	$42.67 - $56.35 $116K - $153K	112K $4.89M
LYFT	-21.2K - 33.82%	$12.36 - $18.59 $262K - $394K	41.5K $535K
CPNG	-6.52K - 23.73%	$21.98 - $26.89 $143K - $175K	21K $460K
NVDA	-1.82K - 14.8%	$117.0 - $148.88 $213K - $271K	10.5K $1.41M

Activity Summary All Purchases 39 New Holdings 6 Increased Positions 33 All Sells 23 Reductions 23 Sold out 0 Calls 0 Puts 0

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