Catalyst Financial Partners LLC Purchases in Q3 2024

Catalyst Financial Partners LLC

  • $511 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
MA
Mastercard Inc

Financial Services
121
+ 3.96%
$429.6 - $500.99 $52K - $60.6K
3.17K $1.57B
IWD
Ishares Russell 1000 Val ETF

ETFs
1.14K
New
$173.36 - $189.8 $198K - $217K
1.14K $217M
CMI
Cummins Inc

Industrials
669
New
$266.63 - $326.4 $178K - $218K
669 $217M
WELL
Welltower Inc.

Real Estate
1.69K
New
$104.0 - $129.74 $176K - $219K
1.69K $216M
DHI
Horton D R Inc

Consumer Cyclical
1.13K
New
$135.21 - $197.06 $153K - $223K
1.13K $216M
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
4.37K
New
$44.24 - $49.47 $193K - $216K
4.37K $216M
ZBRA
Zebra Technologies Corp

Technology
582
New
$306.21 - $371.02 $178K - $216K
582 $216M
CF
Cf Industries Holdings, Inc.

Basic Materials
2.51K
New
$69.38 - $85.8 $174K - $215K
2.51K $215M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
402
New
$475.2 - $527.7 $191K - $212K
402 $212M
ADSK
Autodesk, Inc.

Technology
766
New
$245.83 - $245.83 $188K - $188K
766 $211M
COF
Capital One Financial Corp

Financial Services
1.37K
New
$131.42 - $153.05 $181K - $210K
1.37K $206M
MAR
Marriott International Inc

Consumer Cyclical
821
New
$211.35 - $255.11 $174K - $209K
821 $204M
MCO
Moodys Corp

Financial Services
429
New
$421.49 - $494.67 $181K - $212K
429 $204M
Corpay Inc
647
New
N/A
647 $202M
AME
Ametek Inc

Industrials
1.18K
New
$152.74 - $176.01 $180K - $207K
1.18K $202M
EFV
Msci Eafe Value ETF

ETFs
3.5K
New
$51.72 - $57.96 $181K - $203K
3.5K $201M
GLW
Corning Inc

Technology
4.44K
New
$37.76 - $46.2 $168K - $205K
4.44K $201M
RCL
Royal Caribbean Cruises LTD

Consumer Cyclical
1.13K
New
$138.85 - $182.81 $157K - $206K
1.13K $200M
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
SNAP
Snap Inc

Communication Services
15.8K
New
$8.29 - $16.84 $131K - $266K
15.8K $169M
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
LMT
Lockheed Martin Corp

Industrials
82
+ 9.82%
$460.3 - $584.56 $37.7K - $47.9K
917 $536M
XOM
Exxon Mobil Corp

Energy
726
+ 2.67%
$109.72 - $119.0 $79.7K - $86.4K
27.9K $3.28B
AXP
American Express CO

Financial Services
181
+ 7.86%
$225.92 - $271.17 $40.9K - $49.1K
2.48K $674M
TT
Trane Technologies PLC

Industrials
18
+ 0.82%
$314.21 - $388.71 $5.66K - $7K
2.21K $857M
Ge Vernova Inc
110
+ 8.49%
N/A
1.41K $359M
PFE
Pfizer Inc

Healthcare
4K
+ 22.46%
$27.7 - $31.39 $111K - $126K
21.8K $631M
NOW
Service Now, Inc.

Technology
11
+ 0.97%
$730.87 - $937.36 $8.04K - $10.3K
1.15K $1.02B
PEP
Pepsico Inc

Consumer Defensive
602
+ 10.63%
$161.9 - $179.3 $97.5K - $108K
6.26K $1.07B
CGGO
Capital Group Global Growth Eq

ETFs
3.9K
+ 25.81%
$27.25 - $30.52 $106K - $119K
19K $573M
ISRG
Intuitive Surgical Inc

Healthcare
85
+ 4.81%
$416.14 - $494.01 $35.4K - $42K
1.85K $910M
T
At&T Inc.

Communication Services
2.43K
+ 10.38%
$18.21 - $22.28 $44.2K - $54.1K
25.8K $568M
CRM
Salesforce, Inc.

Technology
133
+ 2.73%
$238.42 - $276.53 $31.7K - $36.8K
5.01K $1.37B
BMY
Bristol Myers Squibb CO

Healthcare
1.26K
+ 25.38%
$39.66 - $51.75 $49.9K - $65.2K
6.22K $322M
MDLZ
Mondelez International, Inc.

Consumer Defensive
507
+ 5.56%
$64.35 - $75.71 $32.6K - $38.4K
9.62K $709M
VIG
Vanguard Dividend Appreciation

ETFs
50
+ 0.76%
$182.15 - $182.15 $9.11K - $9.11K
6.63K $1.31B
UNP
Union Pacific Corp

Industrials
164
+ 4.73%
$221.78 - $256.09 $36.4K - $42K
3.63K $894M
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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