Catalyst Private Wealth, LLC Incresed Positions in Q4 2025

Catalyst Private Wealth, LLC

  • $168 Million
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
AAPL
Apple Inc.

Technology
409
+ 3.38%
$245.27 - $275.25 $100K - $113K
12.5K $3.35M
IUSV
Ishares Core S&P U.S. Value Et

ETFs
2.04K
+ 6.36%
$98.0 - $102.56 $200K - $210K
34.2K $3.46M
GOOG
Alphabet Inc.

Communication Services
97
+ 1.84%
$237.49 - $291.74 $23K - $28.3K
5.37K $1.53M
AMZN
Amazon Com Inc

Consumer Cyclical
456
+ 5.11%
$213.04 - $254.0 $97.1K - $116K
9.37K $2.2M
GOOGL
Alphabet Inc.

Communication Services
392
+ 13.87%
$236.57 - $291.31 $92.7K - $114K
3.22K $889K
VGLT
Vanguard Long Term Treasury Et

ETFs
3.45K
+ 12.11%
$56.44 - $58.38 $194K - $201K
31.9K $1.81M
NVDA
Nvidia Corp

Technology
840
+ 8.51%
$179.83 - $207.04 $151K - $174K
10.7K $2M
LLY
Eli Lilly & CO

Healthcare
26
+ 5.35%
$799.57 - $1025.28 $20.8K - $26.7K
512 $523K
GLD
Spdr Gold Trust

ETFs
250
+ 16.67%
$354.79 - $403.15 $88.7K - $101K
1.75K $657K
AVGO
Broadcom Inc.

Technology
131
+ 3.21%
$324.63 - $385.98 $42.5K - $50.6K
4.21K $1.44M
MSFT
Microsoft Corp

Technology
196
+ 4.16%
$496.82 - $542.07 $97.4K - $106K
4.91K $2.49M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
59
+ 2.45%
$600.51 - $631.95 $35.4K - $37.3K
2.47K $1.52M
JNJ
Johnson & Johnson

Healthcare
72
+ 3.18%
$185.98 - $199.58 $13.4K - $14.4K
2.34K $466K
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
92
+ 6.54%
$280.66 - $305.09 $25.8K - $28.1K
1.5K $422K
ASML
Asml Holding Nv

Technology
6
+ 2.34%
$936.19 - $1075.45 $5.62K - $6.45K
262 $267K
VTI
Vanguard Total Stock Market Et

ETFs
32
+ 0.57%
$321.8 - $337.95 $10.3K - $10.8K
5.66K $1.87M
IWF
Ishares Russell 1000 Gr ETF

ETFs
5
+ 0.33%
$459.47 - $491.71 $2.3K - $2.46K
1.52K $713K
CRM
Salesforce, Inc.

Technology
75
+ 3.0%
$235.69 - $263.41 $17.7K - $19.8K
2.58K $611K
PG
Procter & Gamble CO

Consumer Defensive
114
+ 6.48%
$145.5 - $153.18 $16.6K - $17.5K
1.87K $273K
Ishares Bitcoin Trust ETF
179
+ 2.38%
N/A
7.69K $0
Arista Networks Inc
26
+ 1.16%
N/A
2.26K $0
Lam Research Corp
67
+ 4.21%
N/A
1.66K $0
Vanguard Calif Tax Free Fds
6.92K
+ 271.73%
N/A
9.47K $0
Ssga Active Tr
32K
+ 5.94%
N/A
570K $0
JPM
Jpmorgan Chase & CO

Financial Services
103
+ 4.68%
$294.11 - $320.41 $30.3K - $33K
2.3K $691K
COST
Costco Wholesale Corp

Consumer Defensive
10
+ 1.01%
$910.94 - $954.99 $9.11K - $9.55K
1K $915K
SCHW
Schwab Charles Corp

Financial Services
51
+ 1.2%
$91.91 - $97.71 $4.69K - $4.98K
4.3K $395K
MA
Mastercard Inc

Financial Services
34
+ 3.51%
$536.85 - $580.45 $18.3K - $19.7K
1K $538K
LMT
Lockheed Martin Corp

Industrials
5
+ 0.52%
$452.1 - $514.24 $2.26K - $2.57K
971 $457K
KKR
Kkr & Co. Inc.

Financial Services
31
+ 0.88%
$117.52 - $127.65 $3.64K - $3.96K
3.55K $426K
MELI
Mercadolibre Inc

Consumer Cyclical
7
+ 4.32%
$2024.98 - $2360.76 $14.2K - $16.5K
169 $346K
CPNG
Coupang, Inc.

Consumer Cyclical
121
+ 0.92%
$28.22 - $32.56 $3.41K - $3.94K
13.3K $375K
META
Meta Platforms, Inc.

Communication Services
270
+ 2.88%
$609.01 - $751.67 $164K - $203K
9.65K $5.88M
DASH
Door Dash, Inc.

Communication Services
224
+ 0.66%
$195.21 - $281.74 $43.7K - $63.1K
34.1K $7.06M
Activity Summary
Buys All Purchases 36 New Holdings 1 Increased Positions 35 Sells All Sells 24 Reductions 24 Sold out 0 Options Calls 0 Puts 0
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