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
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
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
GILD
Gilead Sciences, Inc.

Healthcare
421
+ 8.57%
$66.59 - $83.99 $28K - $35.4K
5.34K $447M
SUB
Ishares Short Term National Mu

ETFs
833
+ 7.78%
$104.3 - $106.3 $86.9K - $88.5K
11.5K $1.23B
FTNT
Fortinet, Inc.

Technology
325
+ 7.33%
$55.39 - $77.55 $18K - $25.2K
4.76K $369M
RLY
Ssga Active ETF Tr

ETFs
2.61K
+ 11.05%
$26.98 - $28.77 $70.3K - $74.9K
26.2K $752M
GS
Goldman Sachs Group Inc

Financial Services
83
+ 6.27%
$459.02 - $510.25 $38.1K - $42.4K
1.41K $696M
ADP
Automatic Data Processing Inc

Industrials
71
+ 3.46%
$233.44 - $279.45 $16.6K - $19.8K
2.12K $587M
CTAS
Cintas Corp

Industrials
2.22K
+ 305.08%
$201.38 - $819.83 $448K - $1.82M
2.95K $608M
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
1.35K
+ 17.31%
$56.04 - $62.99 $75.4K - $84.7K
9.12K $557M
PLD
Prologis, Inc.

Real Estate
405
+ 12.43%
$111.95 - $132.43 $45.3K - $53.6K
3.66K $463M
SO
Southern CO

Utilities
657
+ 23.64%
$77.0 - $90.52 $50.6K - $59.5K
3.44K $310M
SPGI
S&P Global Inc.

Financial Services
6
+ 0.49%
$446.32 - $527.38 $2.68K - $3.16K
1.22K $632M
WAB
Westinghouse Air Brake Technologies Corp

Industrials
36
+ 1.06%
$150.01 - $182.29 $5.4K - $6.56K
3.44K $625M
ETN
Eaton Corp PLC

Industrials
36
+ 0.87%
$272.52 - $333.02 $9.81K - $12K
4.16K $1.38B
MS
Morgan Stanley

Financial Services
368
+ 5.86%
$92.07 - $106.96 $33.9K - $39.4K
6.65K $693M
CB
Chubb LTD

Financial Services
82
+ 4.72%
$252.51 - $292.2 $20.7K - $24K
1.82K $525M
Linde PLC
12
+ 0.61%
N/A
1.96K $937M
IR
Ingersoll Rand Inc.

Industrials
311
+ 5.17%
$86.9 - $100.4 $27K - $31.2K
6.33K $621M
EXC
Exelon Corp

Utilities
410
+ 4.22%
$34.24 - $40.55 $14K - $16.6K
10.1K $410M
ES
Eversource Energy

Utilities
461
+ 12.72%
$56.52 - $68.38 $26.1K - $31.5K
4.09K $278M
AMT
American Tower Corp

Real Estate
28
+ 1.65%
$192.27 - $242.73 $5.38K - $6.8K
1.72K $400M
AON
Aon PLC

Financial Services
40
+ 3.8%
$293.16 - $351.06 $11.7K - $14K
1.09K $378M
VT
Vanguard Total World Stk Index

ETFs
93
+ 1.14%
$107.72 - $119.96 $10K - $11.2K
8.23K $985M
LEN
Lennar Corp

Consumer Cyclical
77
+ 5.37%
$142.5 - $192.45 $11K - $14.8K
1.51K $283M
ITW
Illinois Tool Works Inc

Industrials
79
+ 4.19%
$233.14 - $263.97 $18.4K - $20.9K
1.97K $515M
CARR
Carrier Global Corp

Industrials
101
+ 2.98%
$61.9 - $80.88 $6.25K - $8.17K
3.49K $281M
AMP
Ameriprise Financial Inc

Financial Services
16
+ 1.21%
$391.53 - $469.81 $6.26K - $7.52K
1.34K $628M
ZTS
Zoetis Inc.

Healthcare
78
+ 3.6%
$172.58 - $196.48 $13.5K - $15.3K
2.25K $439M
CMCSA
Comcast Corp

Communication Services
342
+ 1.9%
$37.33 - $41.78 $12.8K - $14.3K
18.4K $767M
UBER
Uber Technologies, Inc

Technology
543
+ 7.25%
$58.48 - $77.47 $31.8K - $42.1K
8.03K $603M
USB
Us Bancorp \De\

Financial Services
398
+ 5.86%
$39.04 - $47.23 $15.5K - $18.8K
7.2K $329M
BAC
Bank Of America Corp

Financial Services
1.51K
+ 5.49%
$36.65 - $44.13 $55.5K - $66.8K
29.1K $1.15B
LLY
Eli Lilly & CO

Healthcare
166
+ 3.55%
$772.14 - $960.02 $128K - $159K
4.84K $4.29B
TJX
Tjx Companies Inc

Consumer Cyclical
107
+ 1.85%
$107.93 - $120.23 $11.5K - $12.9K
5.91K $694M
HUBB
Hubbell Inc

Industrials
31
+ 4.63%
$355.55 - $428.48 $11K - $13.3K
701 $300M
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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