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
Brookfield Corp
-
$343 Million 0.06% of portfolio
-
Q3 2024 Reduced 0.32%
$19.7B
$297 Million 0.06% of portfolio
6,449
Q4 2024 Added 6.86%
$43.8B
$330 Million 0.06% of portfolio
4,586
Q4 2024 Reduced 1.08%
$105B
$300 Million 0.06% of portfolio
814
Q4 2024 Reduced 11.33%
$103B
$318 Million 0.06% of portfolio
1,794
Q4 2024 Added 18.73%
$106B
$344 Million 0.06% of portfolio
1,994
Q4 2024 Added 20.85%
$84.7B
$305 Million 0.06% of portfolio
2,361
Q4 2024 Added 29.16%
$71B
$344 Million 0.06% of portfolio
1,144
Q4 2024 Added 6.72%
$66.1B
$311 Million 0.06% of portfolio
1,370
Q4 2024 Reduced 3.99%
$40.8B
$338 Million 0.06% of portfolio
1,608
Q4 2024 Reduced 0.43%
$0
$311 Million 0.06% of portfolio
1,746
Q4 2024 Added 26.16%
Lam Research Corp
-
$319 Million 0.06% of portfolio
-
Q4 2024 New
$81B
$309 Million 0.06% of portfolio
3,618
Q4 2024 Added 9.04%
$95.9B
$251 Million 0.05% of portfolio
836
Q4 2024 Added 1.83%
$61.2B
$277 Million 0.05% of portfolio
1,149
Q4 2024 Added 3.14%
$97.9B
$277 Million 0.05% of portfolio
1,002
Q4 2024 Reduced 0.79%
$68.7B
$248 Million 0.05% of portfolio
875
Q4 2024 Added 5.42%
$64.3B
$271 Million 0.05% of portfolio
964
Q4 2024 Added 3.21%
$0
$288 Million 0.05% of portfolio
7,159
Q2 2024 New
$57.8B
$272 Million 0.05% of portfolio
7,150
Q4 2024 Added 0.92%
$51.6B
$282 Million 0.05% of portfolio
2,304
Q4 2024 Added 1.77%
$18.4B
$267 Million 0.05% of portfolio
638
Q4 2024 Reduced 8.99%
$44.3B
$257 Million 0.05% of portfolio
1,481
Q4 2024 New
$66.2B
$255 Million 0.05% of portfolio
1,428
Q4 2024 Added 3.93%
$16.1B
$263 Million 0.05% of portfolio
10,000
Q1 2024 New
$54.9B
$260 Million 0.05% of portfolio
1,127
Q4 2024 Reduced 0.09%
$45.2B
$256 Million 0.05% of portfolio
2,826
Q4 2024 Reduced 4.66%
$46.1B
$240 Million 0.05% of portfolio
689
Q4 2024 Added 2.99%
$53.1B
$244 Million 0.05% of portfolio
827
Q4 2024 Added 7.96%
$70.2B
$256 Million 0.05% of portfolio
1,329
Q4 2024 Added 5.06%
$0
$256 Million 0.05% of portfolio
1,602
Q4 2024 Reduced 0.44%
$70.8B
$250 Million 0.05% of portfolio
541
Q4 2024 Added 9.07%
$80.9B
$260 Million 0.05% of portfolio
409
Q4 2024 Added 5.14%
$91.9B
$277 Million 0.05% of portfolio
3,665
Q4 2024 Added 12.49%
$75.4B
$274 Million 0.05% of portfolio
3,019
Q4 2024 Added 0.17%
$57.1B
$249 Million 0.05% of portfolio
3,154
Q4 2024 Added 4.78%
$97.5B
$273 Million 0.05% of portfolio
3,313
Q4 2024 Reduced 3.58%
$80.4B
$243 Million 0.05% of portfolio
870
Q4 2024 Added 5.97%
$86.8B
$281 Million 0.05% of portfolio
827
Q4 2024 Added 6.44%
$53.9B
$248 Million 0.05% of portfolio
1,442
Q4 2024 Added 6.66%
$56.6B
$252 Million 0.05% of portfolio
3,698
Q4 2024 Added 6.02%
$5.31B
$215 Million 0.04% of portfolio
669
Q2 2024 New
$0
$218 Million 0.04% of portfolio
4,153
Q4 2024 Added 18.59%
$0
$212 Million 0.04% of portfolio
1,143
Q3 2024 New
$0
$229 Million 0.04% of portfolio
4,470
Q4 2024 Added 2.38%
$15.4B
$202 Million 0.04% of portfolio
2,373
Q4 2024 Reduced 5.38%
$30.6B
$208 Million 0.04% of portfolio
1,522
Q4 2024 Added 0.79%
$68.9B
$224 Million 0.04% of portfolio
1,777
Q4 2024 Added 5.15%
$73.2B
$233 Million 0.04% of portfolio
1,900
Q4 2024 Reduced 8.48%

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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