Catalyst Financial Partners LLC Purchases in Q4 2024

Catalyst Financial Partners LLC

  • $532 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
VTV
Vanguard Value ETF

ETFs
894
+ 60.73%
$168.32 - $181.87 $150K - $163K
2.37K $401M
MUB
Ishares National Muni Bond ETF

ETFs
3.07K
+ 3.3%
$105.78 - $108.7 $325K - $333K
96K $10.2B
CRWD
Crowd Strike Holdings, Inc.

Technology
204
+ 24.49%
$275.15 - $388.2 $56.1K - $79.2K
1.04K $355M
SCHW
Schwab Charles Corp

Financial Services
70
+ 0.57%
$63.31 - $82.85 $4.43K - $5.8K
12.3K $908M
Ge Vernova Inc
38
+ 2.7%
N/A
1.44K $475M
BMY
Bristol Myers Squibb CO

Healthcare
1.49K
+ 23.96%
$51.92 - $59.94 $77.4K - $89.3K
7.71K $436M
COST
Costco Wholesale Corp

Consumer Defensive
53
+ 2.53%
$873.59 - $994.69 $46.3K - $52.7K
2.14K $1.96B
FTNT
Fortinet, Inc.

Technology
188
+ 3.95%
$76.49 - $99.21 $14.4K - $18.7K
4.95K $468M
WMB
Williams Companies, Inc.

Energy
179
+ 1.8%
$46.37 - $59.74 $8.3K - $10.7K
10.1K $547M
MCK
Mckesson Corp

Healthcare
50
+ 5.81%
$482.27 - $628.5 $24.1K - $31.4K
910 $519M
ISRG
Intuitive Surgical Inc

Healthcare
64
+ 3.46%
$471.27 - $550.62 $30.2K - $35.2K
1.92K $1B
BA
Boeing CO

Industrials
283
+ 18.73%
$138.14 - $180.72 $39.1K - $51.1K
1.79K $318M
FISV
Fiserv Inc

Technology
71
+ 2.51%
N/A
2.9K $595M
AMP
Ameriprise Financial Inc

Financial Services
4
+ 0.3%
$473.15 - $574.01 $1.89K - $2.3K
1.34K $713M
C
Citigroup Inc

Financial Services
609
+ 12.97%
$61.31 - $72.5 $37.3K - $44.2K
5.31K $373M
AXP
American Express CO

Financial Services
43
+ 1.73%
$267.35 - $305.57 $11.5K - $13.1K
2.53K $750M
EQT
Eqt Corp

Energy
414
+ 6.86%
$35.62 - $46.89 $14.7K - $19.4K
6.45K $297M
HON
Honeywell International Inc

Industrials
53
+ 1.62%
$202.84 - $236.0 $10.8K - $12.5K
3.33K $751M
ACN
Accenture PLC

Technology
221
+ 9.06%
$343.9 - $376.86 $76K - $83.3K
2.66K $936M
VST
Vistra Corp.

Utilities
186
+ 7.63%
$115.74 - $166.61 $21.5K - $31K
2.62K $362M
PANW
Palo Alto Networks Inc

Technology
1.18K
+ 130.85%
$181.96 - $405.9 $214K - $477K
2.07K $377M
QUAL
Ishares Msci Usa Quality Facto

ETFs
362
+ 26.16%
$176.42 - $186.91 $63.9K - $67.7K
1.75K $311M
GM
General Motors CO

Consumer Cyclical
277
+ 5.14%
$44.82 - $60.2 $12.4K - $16.7K
5.67K $302M
TMUS
T Mobile Us, Inc.

Communication Services
73
+ 2.41%
$206.1 - $246.94 $15K - $18K
3.1K $684M
IVW
Ishares S&P 500 Growth ETF

ETFs
158
+ 2.2%
$94.43 - $105.47 $14.9K - $16.7K
7.33K $744M
CGGO
Capital Group Global Growth Eq

ETFs
2.52K
+ 13.25%
$29.21 - $30.67 $73.6K - $77.3K
21.5K $629M
MMM
3 M CO

Industrials
533
+ 29.16%
$124.74 - $137.12 $66.5K - $73.1K
2.36K $305M
EMR
Emerson Electric CO

Industrials
130
+ 5.02%
$108.13 - $134.33 $14.1K - $17.5K
2.72K $337M
IBM
International Business Machines Corp

Technology
270
+ 5.94%
$204.9 - $238.04 $55.3K - $64.3K
4.82K $1.06B
CDNS
Cadence Design Systems Inc

Technology
72
+ 6.72%
$249.1 - $324.54 $17.9K - $23.4K
1.14K $344M
BSX
Boston Scientific Corp

Healthcare
154
+ 2.21%
$83.62 - $91.5 $12.9K - $14.1K
7.13K $637M
OKE
Oneok Inc

Energy
137
+ 3.39%
$92.28 - $117.05 $12.6K - $16K
4.18K $420M
PYPL
Pay Pal Holdings, Inc.

Financial Services
300
+ 9.04%
$77.25 - $91.3 $23.2K - $27.4K
3.62K $309M
COP
Conocophillips

Energy
790
+ 16.73%
$95.12 - $114.72 $75.1K - $90.6K
5.51K $547M
COF
Capital One Financial Corp

Financial Services
54
+ 3.93%
$145.19 - $192.01 $7.84K - $10.4K
1.43K $255M
EQIX
Equinix Inc

Real Estate
20
+ 4.38%
$865.69 - $985.0 $17.3K - $19.7K
477 $450M
AON
Aon PLC

Financial Services
78
+ 7.14%
$344.14 - $393.31 $26.8K - $30.7K
1.17K $420M
ORI
Old Republic International Corp

Financial Services
34
+ 0.07%
$34.4 - $38.98 $1.17K - $1.33K
50.5K $1.83B
MAR
Marriott International Inc

Consumer Cyclical
49
+ 5.97%
$246.06 - $292.59 $12.1K - $14.3K
870 $243M
ADP
Automatic Data Processing Inc

Industrials
7
+ 0.33%
$280.08 - $307.97 $1.96K - $2.16K
2.13K $623M
INCY
Incyte Corp

Healthcare
200
+ 2.74%
$65.08 - $83.38 $13K - $16.7K
7.49K $518M
APH
Amphenol Corp

Technology
208
+ 4.35%
$62.07 - $75.35 $12.9K - $15.7K
4.99K $347M
TJX
Tjx Companies Inc

Consumer Cyclical
119
+ 2.02%
$112.15 - $127.2 $13.3K - $15.1K
6.02K $728M
ADSK
Autodesk, Inc.

Technology
61
+ 7.96%
N/A
827 $244M
WAB
Westinghouse Air Brake Technologies Corp

Industrials
32
+ 0.93%
$180.39 - $205.43 $5.77K - $6.57K
3.47K $658M
ABT
Abbott Laboratories

Healthcare
341
+ 4.49%
$111.93 - $119.39 $38.2K - $40.7K
7.94K $898M
RLY
Ssga Active ETF Tr

ETFs
2.84K
+ 10.85%
$26.85 - $29.18 $76.3K - $82.9K
29K $784M
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
229
+ 3.51%
$55.73 - $66.16 $12.8K - $15.2K
6.76K $407M
ORCL
Oracle Corp

Technology
316
+ 5.01%
$165.41 - $192.43 $52.3K - $60.8K
6.62K $1.1B
Activity Summary
Buys All Purchases 188 New Holdings 13 Increased Positions 175 Sells All Sells 69 Reductions 69 Sold out 0 Options Calls 0 Puts 0
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