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
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
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
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
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
HD
Home Depot, Inc.

Consumer Cyclical
129
+ 2.65%
$357.4 - $423.42 $46.1K - $54.6K
5K $2.03B
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
82
+ 0.79%
$459.11 - $506.91 $37.6K - $41.6K
10.5K $5.26B
IWM
Ishares Russell 2000 ETF

ETFs
310
+ 5.89%
$214.92 - $244.84 $66.6K - $75.9K
5.58K $1.35B
NOC
Northrop Grumman Corp

Industrials
86
+ 5.87%
$498.9 - $609.32 $42.9K - $52.4K
1.55K $944M
WMT
Walmart Inc.

Consumer Defensive
727
+ 2.8%
$94.4 - $104.27 $68.6K - $75.8K
26.7K $2.75B
PEP
Pepsico Inc

Consumer Defensive
1.07K
+ 19.3%
$133.81 - $152.16 $144K - $163K
6.63K $932M
AMD
Advanced Micro Devices Inc

Technology
326
+ 4.64%
$134.8 - $184.42 $43.9K - $60.1K
7.35K $1.19B
Arista Networks Inc
165
+ 4.29%
N/A
4.01K $585M
TMO
Thermo Fisher Scientific Inc.

Healthcare
101
+ 5.8%
$404.94 - $499.99 $40.9K - $50.5K
1.84K $893M
Lam Research Corp
182
+ 4.12%
N/A
4.6K $615M
XOM
Exxon Mobil Corp

Energy
333
+ 1.14%
$105.83 - $117.22 $35.2K - $39K
29.5K $3.32B
LOW
Lowes Companies Inc

Consumer Cyclical
170
+ 3.72%
$215.01 - $273.02 $36.6K - $46.4K
4.74K $1.19B
BAC
Bank Of America Corp

Financial Services
477
+ 1.38%
$44.92 - $52.42 $21.4K - $25K
35K $1.81B
TJX
Tjx Companies Inc

Consumer Cyclical
77
+ 1.01%
$121.35 - $144.54 $9.34K - $11.1K
7.67K $1.11B
MS
Morgan Stanley

Financial Services
204
+ 2.8%
$139.09 - $161.16 $28.4K - $32.9K
7.49K $1.19B
Blackrock Inc
51
+ 5.74%
N/A
939 $1.09B
GS
Goldman Sachs Group Inc

Financial Services
24
+ 1.51%
$696.56 - $806.32 $16.7K - $19.4K
1.61K $1.28B
ORLY
O Reilly Automotive Inc

Consumer Cyclical
194
+ 2.49%
$89.32 - $107.82 $17.3K - $20.9K
7.99K $862M
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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