Catalyst Financial Partners LLC Portfolio Holdings

Catalyst Financial Partners LLC

  • $532 Billion
  • Q4 2024

Catalyst Financial Partners LLC has filed its 13F form on January 29, 2025 for Q4 2024 where it was disclosed a total value porftolio of $532 Billion distributed in 273 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Core S&P 500 ETF with a value of $95.9B, Ishares Tr with a value of $34.9B, Ishares Core S&P Sm Cap ETF with a value of $29B, Ishares Core S&P Mid Cap ETF with a value of $25.6B, and Apple Inc. with a value of $24.8B.

Examining the 13F form we can see an increase of $20.7B in the current position value, from $511B to 532B.

Catalyst Financial Partners LLC is based out at Boston, MA

Below you can find more details about Catalyst Financial Partners LLC portfolio as well as his latest detailed transactions.

Portfolio value $532 Billion
ETFs: $282 Billion
Technology: $83.2 Billion
Financial Services: $32.1 Billion
Healthcare: $31.3 Billion
Consumer Cyclical: $22.7 Billion
Communication Services: $22.1 Billion
Industrials: $19.2 Billion
Consumer Defensive: $19 Billion
Other: $15.1 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$95.9 Billion 18.03% of portfolio
162,914
Q4 2024 Added 3.63%
$0
$34.9 Billion 6.56% of portfolio
496,671
Q4 2024 Added 6.74%
$0
$29 Billion 5.45% of portfolio
251,830
Q4 2024 Added 6.63%
$0
$25.6 Billion 4.81% of portfolio
410,781
Q4 2024 Added 3.45%
$3.66T
$24.8 Billion 4.66% of portfolio
98,992
Q4 2024 Added 2.49%
$0
$18.3 Billion 3.45% of portfolio
189,144
Q4 2024 Added 2.33%
$3.07T
$17.2 Billion 3.24% of portfolio
40,845
Q4 2024 Added 3.8%
$333B
$15.7 Billion 2.95% of portfolio
116,761
Q4 2024 Added 4.72%
$0
$11.4 Billion 2.14% of portfolio
19,458
Q4 2024 Added 2.41%
$0
$11 Billion 2.08% of portfolio
211,562
Q4 2024 Added 1.0%
$0
$10.2 Billion 1.92% of portfolio
96,021
Q4 2024 Added 3.3%
$2.38T
$9.91 Billion 1.86% of portfolio
45,154
Q4 2024 Added 1.67%
$0
$9.05 Billion 1.7% of portfolio
271,628
Q4 2024 New
$1.98B
$6.47 Billion 1.22% of portfolio
26,456
Q4 2024 Added 0.0%
$1.15T
$6.1 Billion 1.15% of portfolio
32,026
Q4 2024 Added 0.31%
$1.11T
$5.52 Billion 1.04% of portfolio
29,145
Q4 2024 Added 1.75%
$95.2B
$4.94 Billion 0.93% of portfolio
21,293
Q4 2024 Added 5.75%
$1.61T
$4.92 Billion 0.92% of portfolio
8,400
Q4 2024 Added 3.68%
$795B
$4.62 Billion 0.87% of portfolio
19,271
Q4 2024 Added 1.35%
$614B
$4.34 Billion 0.82% of portfolio
9,579
Q4 2024 Added 2.0%
$1.11T
$4.15 Billion 0.78% of portfolio
10,270
Q4 2024 Added 12.39%
$403B
$4.13 Billion 0.78% of portfolio
28,541
Q4 2024 Reduced 5.73%
$826B
$3.81 Billion 0.72% of portfolio
4,931
Q4 2024 Added 1.84%
$44.4B
$3.72 Billion 0.7% of portfolio
28,407
Q4 2024 Added 1.39%
$0
$3.41 Billion 0.64% of portfolio
50,167
Q4 2024 Added 14.08%
$462B
$3.14 Billion 0.59% of portfolio
29,206
Q4 2024 Added 4.5%
$0
$3.05 Billion 0.57% of portfolio
40,381
Q4 2024 Reduced 3.61%
$0
$2.89 Billion 0.54% of portfolio
9,958
Q4 2024 Added 9.27%
$0
$2.83 Billion 0.53% of portfolio
31,972
Q4 2024 Added 35.11%
$574B
$2.75 Billion 0.52% of portfolio
8,703
Q4 2024 Added 2.56%
$337B
$2.28 Billion 0.43% of portfolio
12,832
Q4 2024 Added 2.91%
$499B
$2.27 Billion 0.43% of portfolio
4,479
Q4 2024 Added 0.34%
$279B
$2.11 Billion 0.4% of portfolio
23,395
Q4 2024 Added 2.26%
$470B
$1.96 Billion 0.37% of portfolio
2,144
Q4 2024 Added 2.53%
$11.2B
$1.83 Billion 0.34% of portfolio
50,541
Q4 2024 Added 0.07%
$327B
$1.74 Billion 0.33% of portfolio
5,219
Q4 2024 Added 4.19%
$424B
$1.74 Billion 0.33% of portfolio
4,483
Q4 2024 Added 3.13%
$192B
$1.69 Billion 0.32% of portfolio
4,664
Q4 2024 Added 0.89%
$227B
$1.7 Billion 0.32% of portfolio
14,166
Q4 2024 Added 1.56%
$539B
$1.72 Billion 0.32% of portfolio
3,268
Q4 2024 Added 2.99%
$457B
$1.63 Billion 0.31% of portfolio
1,834
Q4 2024 Added 3.03%
$192B
$1.63 Billion 0.31% of portfolio
10,635
Q4 2024 Added 2.43%
$219B
$1.64 Billion 0.31% of portfolio
16,528
Q4 2024 Reduced 2.55%
$0
$1.62 Billion 0.3% of portfolio
31,000
Q4 2024 Reduced 10.81%
$375B
$1.4 Billion 0.26% of portfolio
31,803
Q4 2024 Added 9.42%
$127B
$1.4 Billion 0.26% of portfolio
4,232
Q4 2024 Added 1.78%
$0
$1.41 Billion 0.26% of portfolio
13,322
Q4 2024 Added 15.46%
$279B
$1.35 Billion 0.25% of portfolio
21,626
Q4 2024 Added 4.06%
$177B
$1.31 Billion 0.25% of portfolio
6,963
Q4 2024 Reduced 0.71%

Summary

  • Portfolio
  • No. of Stocks 273
  • Current Value $532 Billion
  • Prior Value $511 Billion
  • Filing
  • Period Q4 2024
  • Filing Date January 29, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 13 stocks
  • Additional Purchases 175 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 69 stocks
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