Catalyst Private Wealth, LLC Incresed Positions in Q3 2024

Catalyst Private Wealth, LLC

  • $164 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
ITOT
Ishares Core S&P Total U.S. St

ETFs
24.2K
+ 12.88%
$113.41 - $125.62 $2.74M - $3.04M
212K $26.6M
AFRM
Affirm Holdings, Inc.

Technology
6.79K
+ 4.19%
$24.12 - $44.98 $164K - $306K
169K $6.9M
IVV
Ishares Core S&P 500 ETF

ETFs
1.54K
+ 5.52%
$520.18 - $576.82 $799K - $886K
29.4K $16.9M
DFAE
Dimensional ETF Tr

ETFs
18.7K
+ 8.69%
$24.46 - $27.82 $457K - $519K
233K $6.4M
VTV
Vanguard Value ETF

ETFs
2.26K
+ 8.07%
$159.75 - $174.57 $361K - $395K
30.3K $5.29M
IXUS
Ishares Tr

ETFs
7.56K
+ 16.76%
$64.9 - $73.35 $491K - $555K
52.7K $3.83M
DFAI
Dimensional ETF Tr

ETFs
16.1K
+ 12.83%
$28.69 - $32.06 $463K - $517K
142K $4.51M
VGLT
Vanguard Long Term Treasury Et

ETFs
8.49K
+ 16.25%
$56.52 - $63.23 $480K - $537K
60.7K $3.74M
DFAU
Dimensional ETF Tr

ETFs
12.2K
+ 11.61%
$35.8 - $39.69 $435K - $483K
117K $4.64M
META
Meta Platforms, Inc.

Communication Services
191
+ 2.41%
$453.41 - $572.44 $86.6K - $109K
8.12K $4.65M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
3.98K
+ 7.65%
$58.03 - $65.37 $231K - $260K
56K $3.62M
SCHP
Schwab Strategic Us Tips ETF

ETFs
4.41K
+ 13.22%
$51.58 - $53.79 $228K - $237K
37.8K $2.03M
IUSV
Ishares Core S&P U.S. Value Et

ETFs
104
+ 0.44%
$87.56 - $95.49 $9.11K - $9.93K
23.6K $2.25M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
1.26K
+ 5.8%
$41.9 - $48.26 $52.6K - $60.6K
22.9K $1.1M
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
1.4K
+ 10.11%
$36.02 - $41.68 $50.2K - $58.1K
15.2K $627K
TSLA
Tesla, Inc.

Consumer Cyclical
5
+ 0.46%
$191.76 - $263.26 $959 - $1.32K
1.1K $287K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
20
+ 1.36%
$475.2 - $527.7 $9.5K - $10.6K
1.49K $788K
AVGO
Broadcom Inc.

Technology
3.61K
+ 900.0%
$136.27 - $1745.86 $492K - $6.3M
4.01K $691K
NVDA
Nvidia Corp

Technology
585
+ 5.0%
$98.91 - $134.91 $57.9K - $78.9K
12.3K $1.49M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
270
+ 12.08%
$96.25 - $101.98 $26K - $27.5K
2.51K $253K
VEA
Vanguard Ftse Developed Market

ETFs
127
+ 3.1%
$47.6 - $53.31 $6.05K - $6.77K
4.22K $223K
Atlassian Corporation
154
+ 0.06%
N/A
240K $0
MSFT
Microsoft Corp

Technology
106
+ 2.58%
$395.15 - $467.56 $41.9K - $49.6K
4.21K $1.81M
GOOGL
Alphabet Inc.

Communication Services
44
+ 1.77%
$148.65 - $191.18 $6.54K - $8.41K
2.53K $419K
AMZN
Amazon Com Inc

Consumer Cyclical
60
+ 0.77%
$161.02 - $200.0 $9.66K - $12K
7.87K $1.47M
SNOW
Snowflake Inc.

Technology
104
+ 3.22%
$108.56 - $143.02 $11.3K - $14.9K
3.33K $382K
Activity Summary
Buys All Purchases 30 New Holdings 3 Increased Positions 27 Sells All Sells 22 Reductions 22 Sold out 0 Options Calls 0 Puts 0
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