Catalyst Financial Partners LLC Incresed Positions in Q3 2024

Catalyst Financial Partners LLC

  • $511 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
IVV
Ishares Core S&P 500 ETF

ETFs
8.56K
+ 5.76%
$520.18 - $576.82 $4.45M - $4.94M
157K $90.7B
IJR
Ishares Core S&P Sm Cap ETF

ETFs
32.5K
+ 15.93%
$105.53 - $118.34 $3.42M - $3.84M
236K $27.6B
IEFA
Ishares Tr

ETFs
23.6K
+ 5.35%
$70.09 - $78.74 $1.66M - $1.86M
465K $36.3B
IJH
Ishares Core S&P Mid Cap ETF

ETFs
28.8K
+ 7.83%
$57.32 - $62.65 $1.65M - $1.81M
397K $24.7B
AAPL
Apple Inc.

Technology
3.94K
+ 4.25%
$207.23 - $234.82 $815K - $924K
96.6K $22.5B
AGG
Ishares Core U.S. Aggregate Bo

ETFs
11.1K
+ 6.4%
$96.25 - $101.98 $1.07M - $1.13M
185K $18.7B
IEMG
Ishares Inc

ETFs
17.2K
+ 8.96%
$53.64 - $53.64 $924K - $924K
209K $12B
SPY
Spdr S&P 500 ETF Trust

ETFs
1.39K
+ 7.89%
$517.38 - $573.86 $719K - $798K
19K $10.9B
SMMD
Ishares Tr Russell 2500 ETF

ETFs
11.8K
+ 36.79%
$61.71 - $68.15 $730K - $806K
44K $2.98B
TSLA
Tesla, Inc.

Consumer Cyclical
1.82K
+ 24.85%
$191.76 - $263.26 $349K - $479K
9.14K $2.39B
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
6.84K
+ 10.96%
$60.13 - $68.17 $411K - $466K
69.3K $4.69B
META
Meta Platforms, Inc.

Communication Services
373
+ 4.83%
$453.41 - $572.44 $169K - $214K
8.1K $4.64B
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
120
+ 1.29%
$405.19 - $478.57 $48.6K - $57.4K
9.39K $4.32B
TXN
Texas Instruments Inc

Technology
2.24K
+ 46.84%
$194.6 - $194.6 $435K - $435K
7.01K $1.45B
UNH
Unitedhealth Group Inc

Healthcare
139
+ 3.21%
$488.01 - $604.18 $67.8K - $84K
4.46K $2.61B
NVDA
Nvidia Corp

Technology
5.11K
+ 4.8%
$98.91 - $134.91 $505K - $689K
111K $13.5B
HD
Home Depot, Inc.

Consumer Cyclical
364
+ 9.14%
$333.64 - $405.2 $121K - $147K
4.35K $1.76B
EFA
Ishares Tr Msci Eafe ETF

ETFs
1.99K
+ 4.98%
$75.32 - $84.37 $150K - $168K
41.9K $3.5B
AVGO
Broadcom Inc.

Technology
18.2K
+ 943.32%
$136.27 - $1745.86 $2.48M - $31.8M
20.1K $3.47B
CAT
Caterpillar Inc

Industrials
272
+ 6.25%
$316.8 - $391.12 $86.2K - $106K
4.62K $1.81B
ABBV
Abb Vie Inc.

Healthcare
173
+ 1.41%
$163.84 - $199.33 $28.3K - $34.5K
12.5K $2.46B
ACWX
Ishares Msci Acwi Ex Us ETF

ETFs
3.76K
+ 12.12%
$50.99 - $57.81 $192K - $217K
34.8K $1.99B
WMT
Walmart Inc.

Consumer Defensive
190
+ 0.84%
$66.91 - $81.4 $12.7K - $15.5K
22.9K $1.85B
PM
Philip Morris International Inc.

Consumer Defensive
93
+ 0.67%
$101.25 - $127.45 $9.42K - $11.9K
13.9K $1.69B
CEG
Constellation Energy Corp

Utilities
137
+ 3.67%
$167.08 - $262.86 $22.9K - $36K
3.87K $1.01B
IBM
International Business Machines Corp

Technology
215
+ 4.96%
$175.1 - $223.38 $37.6K - $48K
4.55K $1.01B
RTX
Raytheon Technologies Corp

Industrials
187
+ 1.7%
$99.55 - $123.34 $18.6K - $23.1K
11.2K $1.35B
JPM
Jpmorgan Chase & CO

Financial Services
424
+ 2.28%
$194.9 - $224.8 $82.6K - $95.3K
19K $4.01B
ORCL
Oracle Corp

Technology
437
+ 7.44%
$125.9 - $170.35 $55K - $74.4K
6.31K $1.07B
MCD
Mcdonalds Corp

Consumer Cyclical
316
+ 10.54%
$245.82 - $304.51 $77.7K - $96.2K
3.32K $1.01B
NFLX
Netflix Inc

Communication Services
267
+ 17.65%
$598.55 - $722.26 $160K - $193K
1.78K $1.26B
CSX
Csx Corp

Industrials
6.27K
+ 44.66%
$32.48 - $35.45 $204K - $222K
20.3K $701M
IWR
Ishares Russell Mid Cap ETF

ETFs
753
+ 3.29%
$79.92 - $88.19 $60.2K - $66.4K
23.7K $2.09B
MA
Mastercard Inc

Financial Services
121
+ 3.96%
$429.6 - $500.99 $52K - $60.6K
3.17K $1.57B
KO
Coca Cola CO

Consumer Defensive
577
+ 2.86%
$62.69 - $73.01 $36.2K - $42.1K
20.8K $1.49B
IVW
Ishares S&P 500 Growth ETF

ETFs
1.85K
+ 34.84%
$84.77 - $97.13 $157K - $180K
7.17K $687M
ACN
Accenture PLC

Technology
237
+ 10.76%
$295.44 - $355.81 $70K - $84.3K
2.44K $862M
PG
Procter & Gamble CO

Consumer Defensive
303
+ 1.78%
$160.76 - $177.82 $48.7K - $53.9K
17.3K $2.99B
CSCO
Cisco Systems, Inc.

Technology
1.55K
+ 8.23%
$44.74 - $53.22 $69.3K - $82.5K
20.4K $1.09B
GE
General Electric CO

Industrials
138
+ 2.6%
$156.66 - $189.66 $21.6K - $26.2K
5.45K $1.03B
DUK
Duke Energy Corp

Utilities
1.01K
+ 23.14%
$99.35 - $117.71 $100K - $119K
5.36K $618M
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
292
+ 68.87%
$523.84 - $572.02 $153K - $167K
716 $408M
V
Visa Inc.

Financial Services
280
+ 3.41%
$253.74 - $291.56 $71K - $81.6K
8.49K $2.33B
HWM
Howmet Aerospace Inc.

Industrials
202
+ 2.89%
$77.3 - $100.22 $15.6K - $20.2K
7.18K $720M
JEF
Jefferies Financial Group Inc.

Financial Services
2
+ 0.01%
$49.97 - $62.49 $99.9 - $125
14.1K $865M
VTI
Vanguard Total Stock Market Et

ETFs
85
+ 0.94%
$255.18 - $283.2 $21.7K - $24.1K
9.11K $2.58B
ABT
Abbott Laboratories

Healthcare
733
+ 10.68%
$100.07 - $118.13 $73.4K - $86.6K
7.6K $866M
KMB
Kimberly Clark Corp

Consumer Defensive
263
+ 0.95%
$135.05 - $148.35 $35.5K - $39K
28K $3.99B
COST
Costco Wholesale Corp

Consumer Defensive
85
+ 4.24%
$801.83 - $917.05 $68.2K - $77.9K
2.09K $1.85B
Activity Summary
Buys All Purchases 186 New Holdings 34 Increased Positions 152 Sells All Sells 72 Reductions 72 Sold out 0 Options Calls 0 Puts 0
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