Catalyst Financial Partners LLC Purchases in Q3 2025

Catalyst Financial Partners LLC

  • $829 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
IVV
Ishares Core S&P 500 ETF

ETFs
4.56K
+ 2.57%
$620.67 - $670.08 $2.83M - $3.05M
182K $122B
IEFA
Ishares Tr

ETFs
91.5K
+ 16.45%
$81.7 - $87.53 $7.47M - $8.01M
648K $56.5B
NVDA
Nvidia Corp

Technology
13.3K
+ 10.63%
$153.3 - $186.58 $2.03M - $2.48M
138K $25.8B
AAPL
Apple Inc.

Technology
1.02K
+ 1.01%
$202.38 - $256.87 $207K - $263K
102K $26.1B
GOOG
Alphabet Inc.

Communication Services
538
+ 1.58%
$175.16 - $255.24 $94.2K - $137K
34.6K $8.44B
GOOGL
Alphabet Inc.

Communication Services
644
+ 2.03%
$174.36 - $254.72 $112K - $164K
32.3K $7.86B
IEMG
Ishares Inc

ETFs
12.4K
+ 5.93%
N/A
222K $14.6B
TSLA
Tesla, Inc.

Consumer Cyclical
1.05K
+ 9.68%
$293.94 - $444.72 $310K - $468K
11.9K $5.31B
HTRB
Hartford Fds Total Return Bd E

ETFs
46.1K
+ 8.18%
$33.47 - $34.58 $1.54M - $1.6M
610K $20.9B
IJH
Ishares Core S&P Mid Cap ETF

ETFs
3.85K
+ 0.87%
$62.09 - $66.51 $239K - $256K
445K $29B
MSFT
Microsoft Corp

Technology
1.25K
+ 2.83%
$491.09 - $535.64 $612K - $667K
45.2K $23.4B
SPY
Spdr S&P 500 ETF Trust

ETFs
118
+ 0.44%
$617.65 - $666.84 $72.9K - $78.7K
27K $18B
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
21.9K
+ 47.91%
$48.5 - $50.19 $1.06M - $1.1M
67.7K $3.39B
SMMD
Ishares Tr Russell 2500 ETF

ETFs
6.97K
+ 7.9%
$67.91 - $74.71 $473K - $520K
95.1K $7.02B
JNJ
Johnson & Johnson

Healthcare
493
+ 2.3%
$155.17 - $185.42 $76.5K - $91.4K
21.9K $4.06B
ABBV
Abb Vie Inc.

Healthcare
267
+ 2.03%
$184.85 - $231.54 $49.4K - $61.8K
13.4K $3.11B
CVX
Chevron Corp

Energy
3.53K
+ 43.17%
$145.57 - $161.83 $514K - $572K
11.7K $1.82B
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
6.01K
New
$100.37 - $100.74 $603K - $606K
6.01K $605M
RLY
Ssga Active ETF Tr

ETFs
16.5K
+ 43.58%
$29.22 - $30.91 $482K - $509K
54.3K $1.68B
ORCL
Oracle Corp

Technology
262
+ 3.62%
$218.96 - $328.33 $57.4K - $86K
7.5K $2.11B
Morgan Stanley ETF Trust
10K
New
N/A
10K $515M
UNH
Unitedhealth Group Inc

Healthcare
1.09K
+ 26.55%
$237.77 - $353.61 $258K - $384K
5.18K $1.79B
JNK
Spdr Bloomberg High Yield Bond

ETFs
4.84K
+ 61.66%
$96.22 - $98.19 $465K - $475K
12.7K $1.24B
PLTR
Palantir Technologies Inc.

Technology
761
+ 10.62%
$130.68 - $186.97 $99.4K - $142K
7.93K $1.45B
CAT
Caterpillar Inc

Industrials
55
+ 1.19%
$390.92 - $477.15 $21.5K - $26.2K
4.69K $2.24B
CGGO
Capital Group Global Growth Eq

ETFs
9.72K
+ 23.09%
$31.71 - $34.17 $308K - $332K
51.8K $1.77B
INTC
Intel Corp

Technology
1.31K
+ 4.54%
$19.31 - $35.5 $25.3K - $46.5K
30.2K $1.01B
GLW
Corning Inc

Technology
475
+ 4.86%
$51.6 - $82.03 $24.5K - $39K
10.2K $840M
GE
General Electric CO

Industrials
180
+ 2.96%
$244.75 - $305.63 $44.1K - $55K
6.25K $1.88B
AMZN
Amazon Com Inc

Consumer Cyclical
1.38K
+ 2.58%
$211.65 - $238.24 $293K - $329K
55K $12.1B
CMI
Cummins Inc

Industrials
539
+ 68.4%
$327.85 - $426.39 $177K - $230K
1.33K $560M
APP
App Lovin Corp

Technology
404
New
$335.1 - $718.54 $135K - $290K
404 $290M
MU
Micron Technology Inc

Technology
310
+ 5.87%
$104.88 - $168.89 $32.5K - $52.4K
5.59K $936M
RTX
Raytheon Technologies Corp

Industrials
281
+ 2.6%
$144.19 - $167.33 $40.5K - $47K
11.1K $1.85B
HUM
Humana Inc

Healthcare
938
New
$220.41 - $312.0 $207K - $293K
938 $244M
HD
Home Depot, Inc.

Consumer Cyclical
129
+ 2.65%
$357.4 - $423.42 $46.1K - $54.6K
5K $2.03B
ENB
Enbridge Inc

Energy
4.7K
New
$43.79 - $50.46 $206K - $237K
4.7K $237M
EA
Electronic Arts Inc.

Communication Services
1.17K
New
$147.79 - $202.05 $173K - $237K
1.17K $236M
SRE
Sempra Energy

Utilities
2.62K
New
$74.14 - $89.98 $194K - $236K
2.62K $236M
STX
Seagate Technology Holdings PLC

Technology
970
New
$142.01 - $236.06 $138K - $229K
970 $229M
DD
Du Pont De Nemours, Inc.

Basic Materials
2.93K
New
$69.9 - $78.26 $205K - $229K
2.93K $228M
RVMD
Revolution Medicines, Inc.

Healthcare
4.83K
New
$34.7 - $46.7 $168K - $225K
4.83K $225M
MLM
Martin Marietta Materials Inc

Basic Materials
357
New
$546.36 - $631.12 $195K - $225K
357 $225M
DHI
Horton D R Inc

Consumer Cyclical
1.31K
New
$129.82 - $184.04 $171K - $242K
1.31K $223M
FDX
Fedex Corp

Industrials
922
New
$217.1 - $243.2 $200K - $224K
922 $217M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
82
+ 0.79%
$459.11 - $506.91 $37.6K - $41.6K
10.5K $5.26B
DASH
Door Dash, Inc.

Communication Services
796
New
$234.5 - $272.5 $187K - $217K
796 $217M
FIX
Comfort Systems Usa Inc

Industrials
262
New
$521.66 - $825.18 $137K - $216K
262 $216M
WTW
Willis Towers Watson PLC

Financial Services
622
New
$301.83 - $345.45 $188K - $215K
622 $215M
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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