Catalyst Private Wealth, LLC Incresed Positions in Q1 2025

Catalyst Private Wealth, LLC

  • $154 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
IXUS
Ishares Tr

ETFs
92.1K
+ 174.68%
$65.06 - $72.31 $5.99M - $6.66M
145K $10.2M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
47.2K
+ 488.4%
$49.25 - $50.66 $2.32M - $2.39M
56.9K $2.82M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
22.9K
+ 36.29%
$58.01 - $64.46 $1.33M - $1.47M
85.9K $5.37M
IVV
Ishares Core S&P 500 ETF

ETFs
4.23K
+ 14.74%
$554.06 - $615.85 $2.34M - $2.6M
32.9K $18.4M
VGLT
Vanguard Long Term Treasury Et

ETFs
5.24K
+ 9.68%
$53.99 - $58.43 $283K - $306K
59.3K $3.39M
VTI
Vanguard Total Stock Market Et

ETFs
1.31K
+ 25.82%
$271.18 - $303.12 $354K - $396K
6.36K $1.74M
IUSG
Ishares Core S&P U.S Growth Et

ETFs
2.25K
+ 136.11%
$126.86 - $146.45 $286K - $330K
3.91K $496K
META
Meta Platforms, Inc.

Communication Services
609
+ 6.95%
$576.36 - $736.67 $351K - $449K
9.37K $5.41M
QQQ
Invesco Qqq Trust, Series 1

ETFs
594
+ 40.71%
$468.34 - $539.52 $278K - $320K
2.05K $962K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
403
+ 25.11%
$507.05 - $563.67 $204K - $227K
2.01K $1.03M
JNJ
Johnson & Johnson

Healthcare
11
+ 0.54%
$142.06 - $167.7 $1.56K - $1.84K
2.06K $340K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
261
+ 15.64%
$126.11 - $135.06 $32.9K - $35.3K
1.93K $246K
COST
Costco Wholesale Corp

Consumer Defensive
2
+ 0.23%
$890.62 - $1076.86 $1.78K - $2.15K
863 $816K
LLY
Eli Lilly & CO

Healthcare
4
+ 0.92%
$725.72 - $929.72 $2.9K - $3.72K
441 $364K
SCHW
Schwab Charles Corp

Financial Services
8
+ 0.19%
$71.24 - $83.64 $570 - $669
4.19K $328K
MA
Mastercard Inc

Financial Services
3
+ 0.38%
$504.67 - $576.31 $1.51K - $1.73K
792 $434K
JPM
Jpmorgan Chase & CO

Financial Services
11
+ 0.54%
$225.19 - $279.95 $2.48K - $3.08K
2.07K $506K
SNOW
Snowflake Inc.

Technology
42
+ 1.28%
$146.16 - $192.78 $6.14K - $8.1K
3.32K $485K
CRM
Salesforce, Inc.

Technology
461
+ 19.24%
$268.36 - $359.95 $124K - $166K
2.86K $766K
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
8
+ 0.6%
$165.25 - $224.62 $1.32K - $1.8K
1.34K $221K
GOOGL
Alphabet Inc.

Communication Services
123
+ 4.91%
$154.33 - $206.19 $19K - $25.4K
2.63K $405K
KKR
Kkr & Co. Inc.

Financial Services
4
+ 0.14%
$108.17 - $167.07 $433 - $668
2.87K $332K
MSFT
Microsoft Corp

Technology
137
+ 3.21%
$375.39 - $447.2 $51.4K - $61.3K
4.4K $1.65M
GOOG
Alphabet Inc.

Communication Services
218
+ 3.5%
$156.06 - $207.71 $34K - $45.3K
6.44K $1.01M
AMZN
Amazon Com Inc

Consumer Cyclical
215
+ 2.73%
$190.26 - $242.06 $40.9K - $52K
8.08K $1.54M
NVDA
Nvidia Corp

Technology
223
+ 2.13%
$106.98 - $149.43 $23.9K - $33.3K
10.7K $1.16M
AVGO
Broadcom Inc.

Technology
5
+ 0.12%
$167.43 - $244.7 $837 - $1.22K
4.02K $672K
AAPL
Apple Inc.

Technology
78
+ 0.64%
$209.68 - $247.1 $16.4K - $19.3K
12.3K $2.73M
Activity Summary
Buys All Purchases 32 New Holdings 3 Increased Positions 29 Sells All Sells 25 Reductions 25 Sold out 0 Options Calls 0 Puts 0
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