Catalyst Financial Partners LLC has filed its 13F form on October 25, 2024 for Q3 2024 where it was disclosed a total value porftolio of $511 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 $90.7B, Ishares Tr with a value of $36.3B, Ishares Core S&P Sm Cap ETF with a value of $27.6B, Ishares Core S&P Mid Cap ETF with a value of $24.7B, and Apple Inc. with a value of $22.5B.
Examining the 13F form we can see an increase of $56.1B in the current position value, from $455B to 511B.
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.
