Catalyst Private Wealth, LLC Sells in Q1 2025

Catalyst Private Wealth, LLC

  • $154 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
AFRM
Affirm Holdings, Inc.

Technology
-16.4K
- 10.65%
$43.7 - $80.98 $718K - $1.33M
138K $6.37M
ITOT
Ishares Core S&P Total U.S. St

ETFs
-463
- 0.22%
$120.29 - $134.6 $55.7K - $62.3K
214K $26M
PLTR
Palantir Technologies Inc.

Technology
-21.2K
- 39.71%
$64.98 - $124.62 $1.38M - $2.64M
32.2K $2.72M
VUG
Vanguard Growth ETF

ETFs
-1.8K
- 12.25%
$369.1 - $427.61 $664K - $769K
12.9K $4.77M
DFAU
Dimensional ETF Tr

ETFs
-23.4K
- 19.56%
$37.84 - $42.29 $886K - $990K
96.3K $3.68M
IOT
Samsara Inc.

Technology
-2.56K
- 2.29%
$34.06 - $60.96 $87.2K - $156K
109K $4.19M
SPY
Spdr S&P 500 ETF Trust

ETFs
-477
- 6.3%
$551.42 - $612.93 $263K - $292K
7.09K $3.97M
ASAN
Asana, Inc.

Technology
-4.74K
- 10.2%
$12.64 - $24.28 $59.9K - $115K
41.7K $620K
IUSV
Ishares Core S&P U.S. Value Et

ETFs
-2.95K
- 12.29%
$90.0 - $96.32 $266K - $284K
21.1K $1.93M
GTIP
Goldman Sachs ETF Tr Access In

ETFs
-6.39K
- 26.7%
$47.99 - $50.13 $306K - $320K
17.5K $875K
TLT
Ishares Barclays 20+ Year Trea

ETFs
-2.58K
- 14.03%
$85.29 - $92.57 $220K - $238K
15.8K $1.42M
FRSH
Freshworks Inc.

Technology
-5.24K
- 21.34%
$14.11 - $19.75 $73.9K - $103K
19.3K $272K
LYFT
Lyft, Inc.

Technology
-2.17K
- 5.23%
$11.27 - $15.12 $24.5K - $32.8K
39.3K $454K
IEMG
Ishares Inc

ETFs
-1.34K
- 18.55%
N/A
5.9K $316K
IWF
Ishares Russell 1000 Gr ETF

ETFs
-6
- 0.4%
$360.07 - $417.26 $2.16K - $2.5K
1.51K $545K
VTV
Vanguard Value ETF

ETFs
-641
- 2.1%
$167.73 - $179.21 $108K - $115K
29.9K $5.11M
DASH
Door Dash, Inc.

Communication Services
-3.53K
- 8.88%
$168.37 - $213.38 $594K - $752K
36.2K $6.61M
IEF
Ishares Barclays

ETFs
-413
- 9.49%
$91.17 - $95.39 $37.7K - $39.4K
3.94K $374K
INTU
Intuit Inc

Technology
-11
- 1.15%
$555.63 - $630.23 $6.11K - $6.93K
947 $581K
Ishares Bitcoin Trust ETF
-4.47K
- 42.83%
N/A
5.96K $0
Atlassian Corporation
-13
- 0.01%
N/A
240K $0
IEFA
Ishares Tr

ETFs
-33
- 0.37%
$69.57 - $78.65 $2.3K - $2.6K
8.88K $678K
UBER
Uber Technologies, Inc

Technology
-53
- 0.8%
$63.17 - $81.49 $3.35K - $4.32K
6.56K $478K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-22
- 0.81%
$442.66 - $534.52 $9.74K - $11.8K
2.71K $1.42M
Activity Summary
Buys All Purchases 32 New Holdings 3 Increased Positions 29 Sells All Sells 25 Reductions 25 Sold out 0 Options Calls 0 Puts 0
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