Catalyst Financial Partners LLC Incresed Positions in Q3 2025

Catalyst Financial Partners LLC

  • $829 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
XLG
Invesco Exchange Traded Fd Tr

ETFs
2.22K
+ 40.54%
$51.78 - $57.89 $115K - $128K
7.69K $443M
Te Connectivity PLC
131
+ 5.24%
N/A
2.63K $577M
IWR
Ishares Russell Mid Cap ETF

ETFs
340
+ 1.27%
$92.26 - $97.51 $31.4K - $33.2K
27.2K $2.62B
JEF
Jefferies Financial Group Inc.

Financial Services
20
+ 0.14%
$54.67 - $70.36 $1.09K - $1.41K
14.4K $940M
Ge Vernova Inc
37
+ 2.39%
N/A
1.58K $973M
KLAC
Kla Corp

Technology
5
+ 0.64%
$843.9 - $1078.6 $4.22K - $5.39K
789 $851M
APH
Amphenol Corp

Technology
55
+ 0.97%
$97.39 - $125.4 $5.36K - $6.9K
5.72K $708M
NSC
Norfolk Southern Corp

Industrials
144
+ 6.2%
$259.49 - $300.41 $37.4K - $43.3K
2.47K $741M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
141
+ 0.49%
$49.43 - $54.52 $6.97K - $7.69K
28.8K $1.56B
META
Meta Platforms, Inc.

Communication Services
240
+ 2.52%
$695.21 - $791.73 $167K - $190K
9.77K $7.17B
MO
Altria Group, Inc.

Consumer Defensive
687
+ 5.52%
$57.75 - $67.68 $39.7K - $46.5K
13.1K $867M
C
Citigroup Inc

Financial Services
361
+ 6.41%
$85.57 - $103.49 $30.9K - $37.4K
5.99K $608M
AMAT
Applied Materials Inc

Technology
19
+ 0.34%
$156.25 - $204.95 $2.97K - $3.89K
5.61K $1.15B
MPC
Marathon Petroleum Corp

Energy
14
+ 0.32%
$158.59 - $198.69 $2.22K - $2.78K
4.35K $839M
NEM
Newmont Corp

Basic Materials
232
+ 6.19%
$57.35 - $85.25 $13.3K - $19.8K
3.98K $335M
VLO
Valero Energy Corp

Energy
188
+ 8.03%
$131.77 - $175.63 $24.8K - $33K
2.53K $430M
SNPS
Synopsys Inc

Technology
255
+ 45.37%
$387.78 - $645.35 $98.9K - $165K
817 $403M
MRK
Merck & Co., Inc.

Healthcare
527
+ 3.59%
$77.6 - $87.37 $40.9K - $46K
15.2K $1.28B
UBER
Uber Technologies, Inc

Technology
695
+ 7.6%
$86.91 - $99.57 $60.4K - $69.2K
9.84K $964M
MA
Mastercard Inc

Financial Services
147
+ 4.14%
$550.18 - $598.96 $80.9K - $88K
3.7K $2.1B
D
Dominion Energy, Inc

Utilities
1.04K
+ 11.63%
$56.32 - $62.1 $58.5K - $64.5K
9.97K $610M
SCHW
Schwab Charles Corp

Financial Services
466
+ 3.57%
$91.03 - $98.69 $42.4K - $46K
13.5K $1.29B
GD
General Dynamics Corp

Industrials
21
+ 1.12%
$293.92 - $341.0 $6.17K - $7.16K
1.89K $646M
BA
Boeing CO

Industrials
401
+ 20.61%
$209.79 - $237.38 $84.1K - $95.2K
2.35K $507M
LHX
L3 Harris Technologies, Inc.

Industrials
40
+ 2.56%
$252.18 - $305.41 $10.1K - $12.2K
1.6K $489M
WBD
Warner Bros. Discovery, Inc.

Communication Services
641
+ 6.22%
$10.78 - $19.82 $6.91K - $12.7K
10.9K $214M
FAST
Fastenal CO

Industrials
512
+ 5.29%
$42.47 - $50.39 $21.7K - $25.8K
10.2K $500M
MCD
Mcdonalds Corp

Consumer Cyclical
153
+ 4.12%
$291.67 - $316.99 $44.6K - $48.5K
3.86K $1.17B
VEA
Vanguard Ftse Developed Market

ETFs
308
+ 1.34%
$56.02 - $60.3 $17.3K - $18.6K
23.3K $1.4B
GM
General Motors CO

Consumer Cyclical
129
+ 2.14%
$48.89 - $61.24 $6.31K - $7.9K
6.15K $375M
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
959
+ 21.24%
$54.35 - $59.32 $52.1K - $56.9K
5.48K $324M
CDNS
Cadence Design Systems Inc

Technology
45
+ 3.44%
$309.46 - $373.37 $13.9K - $16.8K
1.35K $476M
WELL
Welltower Inc.

Real Estate
116
+ 5.83%
$150.71 - $178.14 $17.5K - $20.7K
2.11K $375M
BX
Blackstone Inc.

Financial Services
101
+ 4.29%
$152.77 - $188.68 $15.4K - $19.1K
2.46K $420M
WFC
Wells Fargo & Company

Financial Services
242
+ 1.96%
$77.05 - $85.16 $18.6K - $20.6K
12.6K $1.06B
AXP
American Express CO

Financial Services
90
+ 3.33%
$294.27 - $342.31 $26.5K - $30.8K
2.79K $927M
PLD
Prologis, Inc.

Real Estate
280
+ 8.24%
$104.08 - $115.35 $29.1K - $32.3K
3.68K $421M
MCK
Mckesson Corp

Healthcare
25
+ 2.65%
$659.01 - $772.54 $16.5K - $19.3K
969 $749M
MDT
Medtronic PLC

Healthcare
79
+ 1.42%
$87.67 - $95.74 $6.93K - $7.56K
5.63K $536M
Ishares Bitcoin Trust ETF
545
+ 13.15%
N/A
4.69K $305M
IDXX
Idexx Laboratories Inc

Healthcare
10
+ 2.3%
$514.61 - $682.78 $5.15K - $6.83K
445 $284M
HCA
Hca Healthcare, Inc.

Healthcare
25
+ 2.7%
$334.32 - $426.2 $8.36K - $10.7K
951 $405M
CSX
Csx Corp

Industrials
69
+ 0.41%
$32.05 - $36.52 $2.21K - $2.52K
16.7K $593M
IVE
Ishares S&P 500 Value ETF

ETFs
42
+ 1.13%
$194.44 - $206.51 $8.17K - $8.67K
3.76K $777M
PRF
Invesco Exchange Traded Fd Tr

ETFs
396
+ 3.7%
$42.04 - $45.23 $16.6K - $17.9K
11.1K $501M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
3
+ 0.29%
$567.77 - $614.76 $1.7K - $1.84K
1.04K $634M
SPG
Simon Property Group Inc

Real Estate
34
+ 2.24%
$159.93 - $187.67 $5.44K - $6.38K
1.55K $291M
PFE
Pfizer Inc

Healthcare
1.03K
+ 6.07%
$23.29 - $25.88 $23.9K - $26.6K
17.9K $457M
PSX
Phillips 66

Energy
132
+ 7.61%
$118.37 - $139.46 $15.6K - $18.4K
1.87K $254M
Activity Summary
Buys All Purchases 225 New Holdings 25 Increased Positions 200 Sells All Sells 65 Reductions 65 Sold out 0 Options Calls 0 Puts 0
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