Catalyst Private Wealth, LLC Incresed Positions in Q2 2025

Catalyst Private Wealth, LLC

  • $174 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
IVV
Ishares Core S&P 500 ETF

ETFs
12.2K
+ 37.03%
$498.8 - $620.9 $6.07M - $7.56M
45.1K $28M
DASH
Door Dash, Inc.

Communication Services
85
+ 0.23%
$163.16 - $246.51 $13.9K - $21K
36.3K $8.94M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
18K
+ 20.89%
$55.54 - $69.09 $997K - $1.24M
104K $7.18M
META
Meta Platforms, Inc.

Communication Services
178
+ 1.9%
$484.66 - $738.09 $86.3K - $131K
9.55K $7.05M
ACWI
Ishares Msci Acwi ETF

ETFs
7.27K
+ 40.53%
$103.59 - $128.6 $753K - $935K
25.2K $3.24M
IUSV
Ishares Core S&P U.S. Value Et

ETFs
9.81K
+ 46.55%
$81.46 - $94.63 $799K - $928K
30.9K $2.92M
IUSG
Ishares Core S&P U.S Growth Et

ETFs
4.55K
+ 116.37%
$113.67 - $150.4 $517K - $684K
8.46K $1.27M
MSFT
Microsoft Corp

Technology
101
+ 2.29%
$354.56 - $497.45 $35.8K - $50.2K
4.5K $2.24M
SPY
Spdr S&P 500 ETF Trust

ETFs
76
+ 1.07%
$496.48 - $617.85 $37.7K - $47K
7.17K $4.43M
AMZN
Amazon Com Inc

Consumer Cyclical
644
+ 7.97%
$167.32 - $223.3 $108K - $144K
8.72K $1.91M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
277
+ 13.79%
$456.74 - $568.03 $127K - $157K
2.29K $1.3M
UBER
Uber Technologies, Inc

Technology
1.29K
+ 19.64%
$64.62 - $93.3 $83.3K - $120K
7.85K $732K
COST
Costco Wholesale Corp

Consumer Defensive
155
+ 17.96%
$908.13 - $1056.85 $141K - $164K
1.02K $1.01M
GOOG
Alphabet Inc.

Communication Services
133
+ 2.07%
$146.58 - $180.01 $19.5K - $23.9K
6.57K $1.17M
IEFA
Ishares Tr

ETFs
1.06K
+ 11.97%
$67.83 - $84.09 $72.1K - $89.4K
9.95K $830K
KKR
Kkr & Co. Inc.

Financial Services
643
+ 22.38%
$92.79 - $134.29 $59.7K - $86.3K
3.52K $467K
JPM
Jpmorgan Chase & CO

Financial Services
41
+ 1.98%
$210.28 - $289.91 $8.62K - $11.9K
2.11K $610K
MA
Mastercard Inc

Financial Services
165
+ 20.83%
$479.92 - $590.74 $79.2K - $97.5K
957 $537K
IWF
Ishares Russell 1000 Gr ETF

ETFs
19
+ 1.26%
$320.42 - $424.58 $6.09K - $8.07K
1.53K $645K
IVE
Ishares S&P 500 Value ETF

ETFs
275
+ 4.04%
$168.34 - $195.42 $46.3K - $53.7K
7.07K $1.38M
LMT
Lockheed Martin Corp

Industrials
171
+ 21.56%
$430.82 - $486.45 $73.7K - $83.2K
964 $446K
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
33
+ 2.47%
$141.37 - $228.57 $4.67K - $7.54K
1.37K $310K
TLT
Ishares Barclays 20+ Year Trea

ETFs
1.12K
+ 7.1%
$83.97 - $92.85 $94.1K - $104K
16.9K $1.49M
PG
Procter & Gamble CO

Consumer Defensive
476
+ 38.57%
$157.66 - $172.39 $75K - $82.1K
1.71K $272K
SCHW
Schwab Charles Corp

Financial Services
26
+ 0.62%
$69.06 - $91.24 $1.8K - $2.37K
4.22K $384K
SCHP
Schwab Strategic Us Tips ETF

ETFs
2.02K
+ 2.88%
$26.18 - $26.93 $52.9K - $54.5K
72.1K $1.92M
IEMG
Ishares Inc

ETFs
678
+ 11.5%
N/A
6.58K $352K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
72
+ 3.73%
$114.78 - $133.31 $8.26K - $9.6K
2K $266K
LLY
Eli Lilly & CO

Healthcare
35
+ 7.94%
$713.71 - $898.95 $25K - $31.5K
476 $371K
VIG
Vanguard Dividend Appreciation

ETFs
20
+ 1.06%
N/A
1.92K $348K
Atlassian Corporation
49
+ 0.02%
N/A
240K $0
Ishares Bitcoin Trust ETF
1.07K
+ 17.94%
N/A
7.03K $0
JNJ
Johnson & Johnson

Healthcare
158
+ 7.68%
$146.36 - $159.82 $23.1K - $25.3K
2.21K $338K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
213
+ 7.87%
$483.48 - $539.8 $103K - $115K
2.92K $1.42M
ASAN
Asana, Inc.

Technology
1.29K
+ 3.08%
$12.93 - $19.0 $16.6K - $24.4K
43K $580K
Activity Summary
Buys All Purchases 43 New Holdings 7 Increased Positions 36 Sells All Sells 25 Reductions 25 Sold out 0 Options Calls 0 Puts 0
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