Catalyst Private Wealth, LLC Purchases and Sells in Q2 2025

Catalyst Private Wealth, LLC

$174 Million
Q2 2025

Top Buys

Incresed Positions

36 operations

Stock	Shares change	Price Range	Shares Held	Trade History
IVV	12.2K + 37.03%	$498.8 - $620.9 $6.07M - $7.56M	45.1K $28M
DASH	85 + 0.23%	$163.16 - $246.51 $13.9K - $21K	36.3K $8.94M
VXUS	18K + 20.89%	$55.54 - $69.09 $997K - $1.24M	104K $7.18M
META	178 + 1.9%	$484.66 - $738.09 $86.3K - $131K	9.55K $7.05M
ACWI	7.27K + 40.53%	$103.59 - $128.6 $753K - $935K	25.2K $3.24M
IUSV	9.81K + 46.55%	$81.46 - $94.63 $799K - $928K	30.9K $2.92M

New Holdings

7 operations

Stock	Shares change	Price Range	Shares Held	Trade History
MUB	6.96K New	$102.31 - $105.8 $712K - $736K	6.96K $726K
FDN	858 New	$200.29 - $269.33 $172K - $231K	858 $231K
RBLX	2.19K New	$51.22 - $105.59 $112K - $231K	2.19K $229K
ASML	252 New	$595.37 - $815.24 $150K - $205K	252 $201K
ARISTA NETWORKS INC	2.36K New	N/A	2.36K $0
VANGUARD CALIF TAX FREE FDS	2.47K New	N/A	2.47K $0

Top Sells

Reduced Positions

25 operations

Stock	Shares change	Price Range	Shares Held	Trade History
ITOT	-40.5K - 18.92%	$108.12 - $135.04 $4.38M - $5.47M	173K $23.4M
VTV	-4.36K - 14.56%	$153.67 - $176.74 $669K - $770K	25.6K $4.52M
AAPL	-629 - 5.11%	$172.42 - $223.89 $108K - $141K	11.7K $2.4M
MELI	-201 - 55.37%	$1794.73 - $2613.63 $361K - $525K	162 $423K
MINT	-1.81K - 20.76%	$100.04 - $100.54 $181K - $182K	6.9K $693K
CRM	-426 - 14.91%	$236.26 - $291.15 $101K - $124K	2.43K $662K

Activity Summary All Purchases 43 New Holdings 7 Increased Positions 36 All Sells 25 Reductions 25 Sold out 0 Calls 0 Puts 0

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