Catalyst Financial Partners LLC Portfolio Holdings

Catalyst Financial Partners LLC

  • $543 Billion
  • Q1 2025

Catalyst Financial Partners LLC has filed its 13F form on May 01, 2025 for Q1 2025 where it was disclosed a total value porftolio of $543 Billion distributed in 286 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 $93.9B, Ishares Tr with a value of $39.4B, Ishares Core S&P Sm Cap ETF with a value of $26.9B, Ishares Core S&P Mid Cap ETF with a value of $24.9B, and Apple Inc. with a value of $22.1B.

Examining the 13F form we can see an increase of $11.4B in the current position value, from $532B to 543B.

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 $543 Billion
ETFs: $296 Billion
Technology: $75.2 Billion
Financial Services: $34.8 Billion
Healthcare: $32.7 Billion
Consumer Cyclical: $20.9 Billion
Communication Services: $20.7 Billion
Consumer Defensive: $20.5 Billion
Industrials: $20.5 Billion
Other: $17.3 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$56.3B
$470 Million 0.09% of portfolio
2,752
Q1 2025 Added 32.75%
$0
$491 Million 0.09% of portfolio
7,468
Q1 2025 Reduced 13.49%
Ge Vernova Inc
-
$472 Million 0.09% of portfolio
-
Q1 2025 Added 6.99%
$0
$508 Million 0.09% of portfolio
5,330
Q1 2025 Added 11.09%
$0
$492 Million 0.09% of portfolio
7,967
Q1 2025 Added 7.92%
$39.9B
$479 Million 0.09% of portfolio
2,997
Q1 2025 Reduced 2.63%
$74.7B
$488 Million 0.09% of portfolio
1,792
Q1 2025 New
$59.9B
$491 Million 0.09% of portfolio
16,688
Q1 2025 Reduced 4.97%
$85.7B
$495 Million 0.09% of portfolio
5,138
Q1 2025 Added 3.82%
$97.2B
$412 Million 0.08% of portfolio
2,390
Q1 2025 Added 9.63%
$31B
$430 Million 0.08% of portfolio
5,368
Q1 2025 Reduced 0.85%
$13.8B
$450 Million 0.08% of portfolio
7,438
Q1 2025 Reduced 0.73%
$53.9B
$449 Million 0.08% of portfolio
2,908
Q1 2025 Added 0.87%
$111B
$453 Million 0.08% of portfolio
5,042
Q1 2025 Added 8.1%
$129B
$449 Million 0.08% of portfolio
4,009
Q1 2025 Added 6.31%
$45.7B
$450 Million 0.08% of portfolio
9,761
Q1 2025 Added 2.41%
$60.5B
$442 Million 0.08% of portfolio
750
Q1 2025 Added 29.76%
$0
$422 Million 0.08% of portfolio
791
Q1 2025 Added 10.47%
$112B
$449 Million 0.08% of portfolio
1,840
Q1 2025 Added 6.85%
$102B
$454 Million 0.08% of portfolio
1,712
Q1 2025 Added 3.57%
$0
$416 Million 0.08% of portfolio
888
Q1 2025 Reduced 11.99%
$0
$438 Million 0.08% of portfolio
7,947
Q1 2025 Reduced 6.23%
$35.8B
$415 Million 0.08% of portfolio
4,187
Q1 2025 Added 0.1%
$45.3B
$428 Million 0.08% of portfolio
7,633
Q1 2025 Reduced 0.75%
$99.3B
$448 Million 0.08% of portfolio
1,029
Q1 2025 Added 26.41%
$0
$424 Million 0.08% of portfolio
2,806
Q1 2024 Reduced 15.12%
$0
$365 Million 0.07% of portfolio
7,361
Q1 2025 Added 5.46%
$0
$369 Million 0.07% of portfolio
18,635
Q1 2025 New
$97.2B
$378 Million 0.07% of portfolio
3,385
Q1 2025 Added 7.67%
$102B
$363 Million 0.07% of portfolio
1,102
Q1 2025 Added 9.98%
$74B
$377 Million 0.07% of portfolio
2,290
Q1 2025 Reduced 1.89%
$136B
$374 Million 0.07% of portfolio
5,270
Q1 2025 Reduced 0.68%
$0
$389 Million 0.07% of portfolio
4,042
Q2 2024 New
$95.3B
$402 Million 0.07% of portfolio
1,139
Q1 2025 Added 9.84%
$19.6B
$354 Million 0.07% of portfolio
6,621
Q1 2025 Added 2.67%
$40B
$387 Million 0.07% of portfolio
3,128
Q1 2025 Added 1.59%
$80.4B
$404 Million 0.07% of portfolio
495
Q1 2025 Added 3.77%
$47.2B
$361 Million 0.07% of portfolio
4,655
Q1 2025 Added 1.5%
$0
$311 Million 0.06% of portfolio
6,092
Q1 2025 New
$62.7B
$314 Million 0.06% of portfolio
1,187
Q1 2025 Added 3.31%
$35.8B
$333 Million 0.06% of portfolio
4,438
Q1 2025 Reduced 1.79%
$47.6B
$332 Million 0.06% of portfolio
4,445
Q1 2025 Reduced 1.9%
$0
$311 Million 0.06% of portfolio
7,159
Q2 2024 New
Te Connectivity PLC
-
$334 Million 0.06% of portfolio
-
Q1 2025 Added 0.08%
$93.2B
$315 Million 0.06% of portfolio
901
Q1 2025 Added 8.95%
$38.4B
$348 Million 0.06% of portfolio
7,603
Q1 2025 Added 68.62%
$88.1B
$322 Million 0.06% of portfolio
4,756
Q1 2025 New
$77.8B
$347 Million 0.06% of portfolio
2,360
Q1 2025 Reduced 0.04%
$58.3B
$316 Million 0.06% of portfolio
2,691
Q1 2025 Added 2.59%

Summary

  • Portfolio
  • No. of Stocks 286
  • Current Value $543 Billion
  • Prior Value $532 Billion
  • Filing
  • Period Q1 2025
  • Filing Date May 01, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 25 stocks
  • Additional Purchases 197 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 48 stocks
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