Catalyst Private Wealth, LLC Purchases in Q3 2025

Catalyst Private Wealth, LLC

  • $172 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
AAPL
Apple Inc.

Technology
430
+ 3.68%
$202.38 - $256.87 $87K - $110K
12.1K $3.08M
SPY
Spdr S&P 500 ETF Trust

ETFs
146
+ 2.04%
$617.65 - $666.84 $90.2K - $97.4K
7.31K $4.87M
VTV
Vanguard Value ETF

ETFs
983
+ 3.85%
$175.51 - $186.57 $173K - $183K
26.5K $4.95M
NVDA
Nvidia Corp

Technology
384
+ 4.05%
$153.3 - $186.58 $58.9K - $71.6K
9.87K $1.84M
QQQ
Invesco Qqq Trust, Series 1

ETFs
320
+ 16.08%
$546.99 - $602.2 $175K - $193K
2.31K $1.39M
IUSV
Ishares Core S&P U.S. Value Et

ETFs
1.24K
+ 4.03%
$94.17 - $99.95 $117K - $124K
32.1K $3.21M
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
4.7K
New
$53.81 - $57.52 $253K - $270K
4.7K $270K
AVGO
Broadcom Inc.

Technology
75
+ 1.87%
$264.74 - $369.57 $19.9K - $27.7K
4.08K $1.35M
GOOGL
Alphabet Inc.

Communication Services
224
+ 8.61%
$174.36 - $254.72 $39.1K - $57.1K
2.83K $687K
MSFT
Microsoft Corp

Technology
206
+ 4.57%
$491.09 - $535.64 $101K - $110K
4.71K $2.44M
VTI
Vanguard Total Stock Market Et

ETFs
2
+ 0.04%
$303.93 - $329.86 $608 - $660
5.63K $1.85M
JPM
Jpmorgan Chase & CO

Financial Services
93
+ 4.41%
$282.78 - $316.06 $26.3K - $29.4K
2.2K $693K
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
38
+ 2.78%
$224.68 - $282.71 $8.54K - $10.7K
1.41K $392K
JNJ
Johnson & Johnson

Healthcare
53
+ 2.39%
$155.17 - $185.42 $8.22K - $9.83K
2.27K $420K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
59
+ 2.02%
$459.11 - $506.91 $27.1K - $29.9K
2.98K $1.5M
ASML
Asml Holding Nv

Technology
4
+ 1.59%
$689.63 - $968.09 $2.76K - $3.87K
256 $247K
AMZN
Amazon Com Inc

Consumer Cyclical
192
+ 2.2%
$211.65 - $238.24 $40.6K - $45.7K
8.92K $1.96M
LMT
Lockheed Martin Corp

Industrials
2
+ 0.21%
$410.74 - $499.21 $821 - $998
966 $482K
CPNG
Coupang, Inc.

Consumer Cyclical
21
+ 0.16%
$27.67 - $33.53 $581 - $704
13.2K $424K
SCHW
Schwab Charles Corp

Financial Services
29
+ 0.69%
$91.03 - $98.69 $2.64K - $2.86K
4.25K $405K
MA
Mastercard Inc

Financial Services
13
+ 1.36%
$550.18 - $598.96 $7.15K - $7.79K
970 $551K
Vanguard Calif Tax Free Fds
82
+ 3.33%
N/A
2.55K $0
VIG
Vanguard Dividend Appreciation

ETFs
1
+ 0.05%
N/A
1.92K $348K
Lam Research Corp
1.59K
New
N/A
1.59K $0
Ishares Bitcoin Trust ETF
474
+ 6.74%
N/A
7.51K $0
Ssga Active Tr
538K
New
N/A
538K $0
Atlassian Corporation
140
+ 0.06%
N/A
240K $0
Vanguard Instl Index Fd
1.41K
+ 15.83%
N/A
10.3K $0
LLY
Eli Lilly & CO

Healthcare
10
+ 2.1%
$625.65 - $812.69 $6.26K - $8.13K
486 $370K
PG
Procter & Gamble CO

Consumer Defensive
50
+ 2.92%
$150.47 - $161.22 $7.52K - $8.06K
1.76K $270K
KKR
Kkr & Co. Inc.

Financial Services
6
+ 0.17%
$129.95 - $152.16 $780 - $913
3.52K $457K
CRM
Salesforce, Inc.

Technology
72
+ 2.96%
$231.66 - $273.65 $16.7K - $19.7K
2.5K $593K
IOT
Samsara Inc.

Technology
857
+ 0.8%
$32.22 - $42.09 $27.6K - $36.1K
108K $4.04M
Activity Summary
Buys All Purchases 34 New Holdings 3 Increased Positions 31 Sells All Sells 28 Reductions 28 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Catalyst Private Wealth, LLC Portfolio

Follow Catalyst Private Wealth, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Catalyst Private Wealth, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Catalyst Private Wealth, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email