Catalyst Private Wealth, LLC Incresed Positions in Q4 2024

Catalyst Private Wealth, LLC

  • $165 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
ITOT
Ishares Core S&P Total U.S. St

ETFs
2.48K
+ 1.17%
$124.26 - $134.12 $308K - $333K
214K $27.6M
TLT
Ishares Barclays 20+ Year Trea

ETFs
8.87K
+ 93.53%
$87.1 - $98.49 $773K - $874K
18.4K $1.6M
META
Meta Platforms, Inc.

Communication Services
640
+ 7.88%
$554.08 - $632.68 $355K - $405K
8.76K $5.17M
AVGO
Broadcom Inc.

Technology
2
+ 0.05%
$159.67 - $250.0 $319 - $500
4.01K $930K
DFAU
Dimensional ETF Tr

ETFs
2.76K
+ 2.36%
$39.27 - $42.38 $109K - $117K
120K $4.85M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
4.13K
+ 74.67%
$49.79 - $51.14 $206K - $211K
9.66K $484K
SPY
Spdr S&P 500 ETF Trust

ETFs
162
+ 2.19%
$567.81 - $607.81 $92K - $98.5K
7.57K $4.43M
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
1.81K
+ 26.2%
$100.22 - $100.73 $181K - $182K
8.71K $873K
IVE
Ishares S&P 500 Value ETF

ETFs
771
+ 12.79%
$189.5 - $206.17 $146K - $159K
6.8K $1.3M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
7.07K
+ 12.63%
$58.88 - $64.8 $416K - $458K
63K $3.72M
JPM
Jpmorgan Chase & CO

Financial Services
71
+ 3.58%
$205.18 - $250.29 $14.6K - $17.8K
2.06K $492K
ACWI
Ishares Msci Acwi ETF

ETFs
908
+ 5.33%
$117.05 - $123.03 $106K - $112K
17.9K $2.11M
SCHP
Schwab Strategic Us Tips ETF

ETFs
43.2K
+ 114.38%
$25.74 - $53.78 $1.11M - $2.32M
81K $2.09M
ABNB
Airbnb, Inc.

Consumer Cyclical
377
+ 20.27%
$125.36 - $147.37 $47.3K - $55.6K
2.24K $293K
COST
Costco Wholesale Corp

Consumer Defensive
23
+ 2.74%
$873.59 - $994.69 $20.1K - $22.9K
861 $788K
PANW
Palo Alto Networks Inc

Technology
1.53K
+ 100.0%
$181.96 - $405.9 $277K - $619K
3.05K $554K
IUSG
Ishares Core S&P U.S Growth Et

ETFs
3
+ 0.18%
$129.96 - $144.97 $390 - $435
1.66K $230K
IEF
Ishares Barclays

ETFs
329
+ 8.18%
$92.08 - $98.18 $30.3K - $32.3K
4.35K $402K
GTIP
Goldman Sachs ETF Tr Access In

ETFs
720
+ 3.1%
$48.18 - $50.13 $34.7K - $36.1K
23.9K $1.15M
MSFT
Microsoft Corp

Technology
55
+ 1.31%
$406.35 - $454.46 $22.3K - $25K
4.27K $1.8M
JNJ
Johnson & Johnson

Healthcare
121
+ 6.29%
$143.34 - $165.86 $17.3K - $20.1K
2.05K $295K
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
660
+ 4.34%
$38.37 - $42.82 $25.3K - $28.3K
15.9K $608K
LLY
Eli Lilly & CO

Healthcare
35
+ 8.71%
$727.2 - $932.06 $25.5K - $32.6K
437 $337K
IUSV
Ishares Core S&P U.S. Value Et

ETFs
407
+ 1.72%
$91.94 - $100.02 $37.4K - $40.7K
24K $2.23M
LMT
Lockheed Martin Corp

Industrials
72
+ 9.99%
$479.66 - $614.62 $34.5K - $44.3K
793 $385K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
696
+ 3.04%
$44.04 - $49.49 $30.7K - $34.4K
23.6K $1.04M
UBER
Uber Technologies, Inc

Technology
191
+ 2.97%
$59.93 - $86.34 $11.4K - $16.5K
6.62K $399K
MELI
Mercadolibre Inc

Consumer Cyclical
5
+ 1.4%
$1666.0 - $2117.3 $8.33K - $10.6K
363 $617K
VTV
Vanguard Value ETF

ETFs
247
+ 0.82%
$168.32 - $181.87 $41.6K - $44.9K
30.6K $5.17M
DFAE
Dimensional ETF Tr

ETFs
10.4K
+ 4.44%
$25.36 - $28.15 $263K - $291K
244K $6.18M
DFAI
Dimensional ETF Tr

ETFs
2.05K
+ 1.44%
$29.0 - $31.6 $59.3K - $64.6K
144K $4.2M
IXUS
Ishares Tr

ETFs
50
+ 0.09%
$65.95 - $72.56 $3.3K - $3.63K
52.7K $3.49M
Activity Summary
Buys All Purchases 39 New Holdings 6 Increased Positions 33 Sells All Sells 23 Reductions 23 Sold out 0 Options Calls 0 Puts 0
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