Catalyst Financial Partners LLC Sells in Q3 2025

Catalyst Financial Partners LLC

  • $829 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
STT
State Street Corp

Financial Services
-1.6M
- 60.55%
$102.01 - $117.25 $163M - $188M
1.04M $121B
MUB
Ishares National Muni Bond ETF

ETFs
-17.9K
- 19.53%
$103.24 - $106.68 $1.85M - $1.91M
73.9K $7.87B
AGG
Ishares Core U.S. Aggregate Bo

ETFs
-6.84K
- 2.93%
$97.75 - $100.75 $669K - $689K
226K $22.7B
ACN
Accenture PLC

Technology
-524
- 19.44%
$232.56 - $304.78 $122K - $160K
2.17K $536M
Bondbloxx ETF Trust
-5K
- 41.06%
N/A
7.18K $366M
ELV
Elevance Health, Inc.

Healthcare
-514
- 41.86%
$274.66 - $395.76 $141K - $203K
714 $231M
ISRG
Intuitive Surgical Inc

Healthcare
-65
- 2.9%
$433.66 - $544.47 $28.2K - $35.4K
2.18K $974M
CRM
Salesforce, Inc.

Technology
-32
- 0.58%
$231.66 - $273.65 $7.41K - $8.76K
5.51K $1.3B
CMCSA
Comcast Corp

Communication Services
-4.19K
- 24.48%
$31.41 - $36.33 $132K - $152K
12.9K $406M
PG
Procter & Gamble CO

Consumer Defensive
-259
- 0.99%
$150.47 - $161.22 $39K - $41.8K
26K $3.99B
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
-806
- 11.09%
$38.58 - $58.24 $31.1K - $46.9K
6.47K $253M
KMB
Kimberly Clark Corp

Consumer Defensive
-98
- 0.34%
$121.72 - $136.77 $11.9K - $13.4K
28.4K $3.53B
FTNT
Fortinet, Inc.

Technology
-236
- 4.49%
$74.39 - $107.65 $17.6K - $25.4K
5.02K $422M
KO
Coca Cola CO

Consumer Defensive
-78
- 0.33%
$65.67 - $71.67 $5.12K - $5.59K
23.6K $1.57B
AMT
American Tower Corp

Real Estate
-205
- 10.15%
$192.32 - $232.35 $39.4K - $47.6K
1.82K $349M
MDLZ
Mondelez International, Inc.

Consumer Defensive
-620
- 5.88%
$60.9 - $70.75 $37.8K - $43.9K
9.93K $620M
DE
Deere & CO

Industrials
-9
- 0.55%
$457.26 - $524.37 $4.12K - $4.72K
1.62K $742M
ROP
Roper Technologies Inc

Industrials
-82
- 12.6%
$495.03 - $573.0 $40.6K - $47K
569 $284M
VRTX
Vertex Pharmaceuticals Inc

Healthcare
-56
- 4.79%
$366.54 - $479.53 $20.5K - $26.9K
1.11K $436M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
-4.46K
- 17.89%
$23.82 - $25.84 $106K - $115K
20.5K $526M
CI
Cigna Corp

Healthcare
-67
- 6.05%
$262.23 - $334.39 $17.6K - $22.4K
1.04K $300M
AMP
Ameriprise Financial Inc

Financial Services
-4
- 0.3%
$486.13 - $544.55 $1.94K - $2.18K
1.34K $658M
CTAS
Cintas Corp

Industrials
-8
- 0.25%
$199.29 - $226.27 $1.59K - $1.81K
3.23K $664M
EFV
Msci Eafe Value ETF

ETFs
-1.14K
- 23.3%
$62.79 - $68.42 $71.8K - $78.2K
3.76K $255M
AIG
American International Group, Inc.

Financial Services
-17
- 0.27%
$76.34 - $85.87 $1.3K - $1.46K
6.39K $502M
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
-67
- 3.53%
$196.15 - $217.83 $13.1K - $14.6K
1.83K $369M
CL
Colgate Palmolive CO

Consumer Defensive
-126
- 3.88%
$79.36 - $93.33 $10K - $11.8K
3.12K $249M
TDG
Trans Digm Group Inc

Industrials
-7
- 4.35%
$1271.04 - $1620.83 $8.9K - $11.3K
154 $203M
TT
Trane Technologies PLC

Industrials
-8
- 0.34%
$398.96 - $472.54 $3.19K - $3.78K
2.33K $982M
BMY
Bristol Myers Squibb CO

Healthcare
-653
- 8.21%
$43.31 - $48.98 $28.3K - $32K
7.3K $329M
SCHX
Schwab Strategic Tr Us Large C

ETFs
-4.04K
- 11.29%
$24.46 - $26.5 $98.8K - $107K
31.8K $836M
WM
Waste Management Inc

Industrials
-75
- 3.14%
$213.88 - $237.1 $16K - $17.8K
2.31K $511M
ZTS
Zoetis Inc.

Healthcare
-96
- 4.38%
$141.13 - $159.19 $13.5K - $15.3K
2.1K $307M
AON
Aon PLC

Financial Services
-92
- 6.8%
$350.91 - $375.27 $32.3K - $34.5K
1.26K $450M
EQT
Eqt Corp

Energy
-15
- 0.22%
$49.19 - $59.19 $738 - $888
6.69K $364M
DHR
Danaher Corp

Healthcare
-107
- 2.85%
$181.46 - $212.2 $19.4K - $22.7K
3.65K $723M
SUB
Ishares Short Term National Mu

ETFs
-145
- 2.83%
$106.17 - $107.3 $15.4K - $15.6K
4.97K $531M
QUAL
Ishares Msci Usa Quality Facto

ETFs
-163
- 7.45%
$182.33 - $194.5 $29.7K - $31.7K
2.03K $394M
CF
Cf Industries Holdings, Inc.

Basic Materials
-7
- 0.3%
$80.91 - $98.75 $566 - $691
2.31K $208M
VZ
Verizon Communications Inc

Communication Services
-373
- 1.86%
$40.84 - $45.06 $15.2K - $16.8K
19.7K $866M
O
Realty Income Corp

Real Estate
-192
- 5.23%
$56.13 - $60.79 $10.8K - $11.7K
3.48K $211M
VOYA
Voya Financial, Inc.

Financial Services
-62
- 2.08%
$67.31 - $77.62 $4.17K - $4.81K
2.91K $218M
RCL
Royal Caribbean Cruises LTD

Consumer Cyclical
-17
- 1.36%
$301.44 - $365.84 $5.12K - $6.22K
1.23K $398M
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
-193
- 2.81%
$39.8 - $42.86 $7.68K - $8.27K
6.67K $285M
IWD
Ishares Russell 1000 Val ETF

ETFs
-14
- 1.0%
$192.76 - $203.86 $2.7K - $2.85K
1.39K $282M
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
-17
- 2.37%
$567.09 - $607.37 $9.64K - $10.3K
699 $417M
LMT
Lockheed Martin Corp

Industrials
-46
- 4.44%
$410.74 - $499.21 $18.9K - $23K
989 $494M
AFL
Aflac Inc

Financial Services
-5
- 0.18%
$98.09 - $111.7 $490 - $559
2.78K $310M
IWF
Ishares Russell 1000 Gr ETF

ETFs
-45
- 5.19%
$420.11 - $472.68 $18.9K - $21.3K
822 $385M
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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