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
$1.33 Billion 0.25% of portfolio
3,985
Q4 2024 New
$0
$1.3 Billion 0.24% of portfolio
6,626
Q3 2024 Added 0.76%
$189B
$1.29 Billion 0.24% of portfolio
11,120
Q4 2024 Reduced 0.47%
$229B
$1.26 Billion 0.24% of portfolio
21,309
Q4 2024 Added 4.51%
$156B
$1.23 Billion 0.23% of portfolio
1,161
Q4 2024 Added 1.31%
$0
$1.16 Billion 0.22% of portfolio
5,247
Q4 2024 Reduced 0.7%
$347B
$1.1 Billion 0.21% of portfolio
6,624
Q4 2024 Added 5.01%
$270B
$1.12 Billion 0.21% of portfolio
7,758
Q4 2024 Added 0.62%
$9.81B
$1.11 Billion 0.21% of portfolio
14,102
Q4 2024 Added 0.32%
$155B
$1.12 Billion 0.21% of portfolio
4,675
Q4 2024 Added 0.28%
$214B
$1.06 Billion 0.2% of portfolio
4,818
Q4 2024 Added 5.94%
$229B
$1.03 Billion 0.19% of portfolio
3,548
Q4 2024 Added 7.03%
$171B
$1 Billion 0.19% of portfolio
1,916
Q4 2024 Added 3.46%
$136B
$1 Billion 0.19% of portfolio
4,058
Q4 2024 Reduced 1.0%
$0
$977 Million 0.18% of portfolio
13,585
Q4 2024 Reduced 24.04%
$0
$966 Million 0.18% of portfolio
8,226
Q3 2024 Added 1.14%
$167B
$962 Million 0.18% of portfolio
1,850
Q4 2024 Reduced 3.19%
$138B
$908 Million 0.17% of portfolio
12,268
Q4 2024 Added 0.57%
$199B
$921 Million 0.17% of portfolio
5,523
Q4 2024 Added 1.28%
$229B
$898 Million 0.17% of portfolio
7,936
Q4 2024 Added 4.49%
$0
$900 Million 0.17% of portfolio
20,438
Q4 2024 Added 1.13%
$174B
$849 Million 0.16% of portfolio
1,482
Q4 2024 Added 5.41%
Linde PLC
-
$829 Million 0.16% of portfolio
-
Q4 2024 Added 0.87%
$135B
$825 Million 0.16% of portfolio
3,618
Q4 2024 Reduced 0.3%
$0
$852 Million 0.16% of portfolio
4,466
Q4 2024 Reduced 66.41%
$185B
$847 Million 0.16% of portfolio
6,735
Q4 2024 Added 1.35%
$0
$843 Million 0.16% of portfolio
17,627
Q4 2024 Added 5.44%
$130B
$832 Million 0.16% of portfolio
11,606
Q4 2024 Added 0.56%
$136B
$851 Million 0.16% of portfolio
3,707
Q4 2024 Reduced 2.5%
$118B
$829 Million 0.16% of portfolio
5,100
Q4 2024 Added 2.53%
$67.6B
$840 Million 0.16% of portfolio
3,755
Q4 2024 Reduced 3.0%
Blackrock Inc
-
$854 Million 0.16% of portfolio
-
Q4 2024 New
$182B
$835 Million 0.16% of portfolio
168
Q4 2024 Added 3.7%
$0
$784 Million 0.15% of portfolio
29,017
Q4 2024 Added 10.85%
$197B
$806 Million 0.15% of portfolio
5,301
Q4 2024 Reduced 15.36%
$162B
$785 Million 0.15% of portfolio
1,765
Q4 2024 Reduced 6.02%
$77.2B
$823 Million 0.15% of portfolio
2,229
Q4 2024 Added 1.09%
$148B
$728 Million 0.14% of portfolio
6,024
Q4 2024 Added 2.02%
$0
$744 Million 0.14% of portfolio
7,330
Q4 2024 Added 2.2%
$246B
$766 Million 0.14% of portfolio
10,901
Q4 2024 Added 6.03%
$132B
$751 Million 0.14% of portfolio
3,326
Q4 2024 Added 1.62%
$188B
$750 Million 0.14% of portfolio
2,527
Q4 2024 Added 1.73%
$141B
$768 Million 0.14% of portfolio
6,358
Q4 2024 Added 0.57%
$83.2B
$688 Million 0.13% of portfolio
1,467
Q4 2024 Reduced 2.27%
$185B
$687 Million 0.13% of portfolio
17,181
Q4 2024 Added 1.37%
$193B
$713 Million 0.13% of portfolio
31,335
Q4 2024 Added 21.32%
$0
$688 Million 0.13% of portfolio
2,864
Q4 2024 Reduced 3.34%
$49.6B
$713 Million 0.13% of portfolio
1,340
Q4 2024 Added 0.3%
$150B
$671 Million 0.13% of portfolio
17,891
Q4 2024 Reduced 2.61%

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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