Catalyst Private Wealth, LLC Sells in Q2 2025

Catalyst Private Wealth, LLC

  • $174 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
ITOT
Ishares Core S&P Total U.S. St

ETFs
-40.5K
- 18.92%
$108.12 - $135.04 $4.38M - $5.47M
173K $23.4M
VTV
Vanguard Value ETF

ETFs
-4.36K
- 14.56%
$153.67 - $176.74 $669K - $770K
25.6K $4.52M
AAPL
Apple Inc.

Technology
-629
- 5.11%
$172.42 - $223.89 $108K - $141K
11.7K $2.4M
MELI
Mercadolibre Inc

Consumer Cyclical
-201
- 55.37%
$1794.73 - $2613.63 $361K - $525K
162 $423K
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
-1.81K
- 20.76%
$100.04 - $100.54 $181K - $182K
6.9K $693K
CRM
Salesforce, Inc.

Technology
-426
- 14.91%
$236.26 - $291.15 $101K - $124K
2.43K $662K
DFAU
Dimensional ETF Tr

ETFs
-11.4K
- 11.82%
$34.04 - $42.36 $387K - $482K
84.9K $3.6M
CPNG
Coupang, Inc.

Consumer Cyclical
-7.79K
- 37.17%
$19.76 - $30.81 $154K - $240K
13.2K $394K
VGLT
Vanguard Long Term Treasury Et

ETFs
-28
- 0.05%
$53.66 - $58.71 $1.5K - $1.64K
59.3K $3.33M
GTIP
Goldman Sachs ETF Tr Access In

ETFs
-629
- 3.59%
$48.64 - $50.07 $30.6K - $31.5K
16.9K $836K
FRSH
Freshworks Inc.

Technology
-1.56K
- 8.08%
$12.07 - $15.98 $18.8K - $24.9K
17.7K $264K
IEF
Ishares Barclays

ETFs
-82
- 2.08%
$93.15 - $96.56 $7.64K - $7.92K
3.86K $369K
GOOGL
Alphabet Inc.

Communication Services
-27
- 1.03%
$144.7 - $178.6 $3.91K - $4.82K
2.6K $458K
IOT
Samsara Inc.

Technology
-1.74K
- 1.59%
$33.46 - $47.74 $58.2K - $83.1K
108K $4.28M
PLTR
Palantir Technologies Inc.

Technology
-11.6K
- 36.03%
$74.01 - $144.25 $858K - $1.67M
20.6K $2.81M
INTU
Intuit Inc

Technology
-87
- 9.19%
$544.07 - $787.63 $47.3K - $68.5K
860 $677K
LYFT
Lyft, Inc.

Technology
-2.81K
- 7.16%
$9.97 - $17.21 $28.1K - $48.4K
36.5K $575K
QQQ
Invesco Qqq Trust, Series 1

ETFs
-63
- 3.07%
$416.06 - $551.64 $26.2K - $34.8K
1.99K $1.1M
SNOW
Snowflake Inc.

Technology
-139
- 4.18%
$130.53 - $223.77 $18.1K - $31.1K
3.18K $712K
NVDA
Nvidia Corp

Technology
-1.21K
- 11.3%
$94.31 - $157.99 $114K - $191K
9.48K $1.5M
VUG
Vanguard Growth ETF

ETFs
-1.05K
- 8.18%
$329.49 - $438.4 $347K - $462K
11.8K $5.19M
IXUS
Ishares Tr

ETFs
-7.65K
- 5.28%
$62.37 - $77.63 $477K - $593K
137K $10.6M
AVGO
Broadcom Inc.

Technology
-14
- 0.35%
$146.29 - $275.65 $2.05K - $3.86K
4K $1.1M
AFRM
Affirm Holdings, Inc.

Technology
-1.78K
- 1.29%
$35.75 - $69.14 $63.5K - $123K
136K $9.41M
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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