Catalyst Private Wealth, LLC Portfolio Holdings
Catalyst Private Wealth, LLC
- $154 Million
- Q1 2025
Catalyst Private Wealth, LLC has filed its 13F form on April 08, 2025 for Q1 2025 where it was disclosed a total value porftolio of $154 Million distributed in 78 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Ishares Core S&P Total U.S. St with a value of $26M, Ishares Core S&P 500 ETF with a value of $18.4M, Ishares Tr with a value of $10.2M, Door Dash, Inc. with a value of $6.61M, and Affirm Holdings, Inc. with a value of $6.37M.
Examining the 13F form we can see an decrease of $11.6M in the current position value, from $165M to 154M.
Below you can find more details about Catalyst Private Wealth, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$154 Million
ETFs: $107 Million
Technology: $24.5 Million
Communication Services: $13.4 Million
Consumer Cyclical: $3.2 Million
Financial Services: $3.02 Million
Consumer Defensive: $1.03 Million
Healthcare: $704,000
Industrials: $354,000
Other: $33,000
Stock Holdings Table Market Cap. of $50 Millions to $300 Millions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
|---|