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.
Stock Holdings Table Market Cap. of $300 Millions to $2 Billions
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