Catalyst Financial Partners LLC Portfolio Holdings

Catalyst Financial Partners LLC

  • $455 Billion
  • Q2 2024

Catalyst Financial Partners LLC has filed its 13F form on July 25, 2024 for Q2 2024 where it was disclosed a total value porftolio of $455 Billion distributed in 245 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 $81.3B, Ishares Tr with a value of $32.1B, Ishares Core S&P Sm Cap ETF with a value of $21.7B, Ishares Core S&P Mid Cap ETF with a value of $21.5B, and Apple Inc. with a value of $19.5B.

Examining the 13F form we can see an increase of $66.5B in the current position value, from $389B to 455B.

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 $455 Billion
ETFs: $238 Billion
Technology: $72.3 Billion
Healthcare: $34.4 Billion
Financial Services: $26 Billion
Communication Services: $18.9 Billion
Consumer Cyclical: $16.7 Billion
Industrials: $16.4 Billion
Consumer Defensive: $15.4 Billion
Other: $14.9 Billion

Stock Holdings Table Market Cap. of $200 Billions or more

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.55T
$19.5 Billion 4.29% of portfolio
92,654
Q2 2024 Added 6.78%
$2.99T
$17.2 Billion 3.79% of portfolio
38,547
Q2 2024 Added 19.76%
$256B
$13.1 Billion 2.89% of portfolio
106,387
Q2 2024 Added 1,002.11%
$1.75T
$8.32 Billion 1.83% of portfolio
43,053
Q2 2024 Added 10.15%
$926B
$5.77 Billion 1.27% of portfolio
31,468
Q2 2024 Added 3.48%
$939B
$5.11 Billion 1.12% of portfolio
28,066
Q2 2024 Added 6.99%
$430B
$4.72 Billion 1.04% of portfolio
32,308
Q2 2024 Reduced 13.46%
$858B
$4.23 Billion 0.93% of portfolio
4,676
Q2 2024 Added 3.31%
$1.16T
$3.9 Billion 0.86% of portfolio
7,729
Q2 2024 Added 9.63%
$605B
$3.77 Billion 0.83% of portfolio
9,271
Q2 2024 Added 3.41%
$623B
$3.76 Billion 0.83% of portfolio
18,591
Q2 2024 Added 13.92%
$470B
$3.13 Billion 0.69% of portfolio
27,221
Q2 2024 Added 13.35%
$416B
$2.8 Billion 0.62% of portfolio
16,980
Q2 2024 Added 20.06%
$299B
$2.19 Billion 0.48% of portfolio
17,695
Q2 2024 Added 0.53%
$558B
$2.2 Billion 0.48% of portfolio
4,325
Q2 2024 Added 9.69%
$457B
$2.15 Billion 0.47% of portfolio
8,206
Q2 2024 Added 2.82%
$388B
$1.71 Billion 0.37% of portfolio
2,006
Q2 2024 Added 4.64%
$208B
$1.54 Billion 0.34% of portfolio
22,689
Q2 2024 Added 1.63%
$665B
$1.45 Billion 0.32% of portfolio
7,319
Q2 2024 Added 18.89%
$369B
$1.37 Billion 0.3% of portfolio
3,983
Q2 2024 Added 2.15%
$454B
$1.35 Billion 0.3% of portfolio
3,052
Q2 2024 Added 7.24%
$271B
$1.31 Billion 0.29% of portfolio
8,346
Q2 2024 Added 4.18%
$244B
$1.25 Billion 0.28% of portfolio
4,876
Q2 2024 Added 0.81%
$308B
$1.29 Billion 0.28% of portfolio
20,205
Q2 2024 Added 6.94%
$311B
$1.1 Billion 0.24% of portfolio
27,553
Q2 2024 Added 6.15%
$240B
$1.06 Billion 0.23% of portfolio
1,914
Q2 2024 Added 6.45%
$262B
$984 Million 0.22% of portfolio
1,772
Q2 2024 Added 8.78%
$296B
$1.02 Billion 0.22% of portfolio
1,513
Q2 2024 Added 6.7%
$217B
$995 Million 0.22% of portfolio
6,135
Q2 2024 Added 5.09%
$244B
$934 Million 0.21% of portfolio
5,661
Q2 2024 Added 5.09%
$382B
$829 Million 0.18% of portfolio
5,871
Q2 2024 Added 8.84%
$213B
$764 Million 0.17% of portfolio
2,999
Q2 2024 Reduced 4.4%
$214B
$668 Million 0.15% of portfolio
2,202
Q2 2024 Reduced 1.61%
$205B
$636 Million 0.14% of portfolio
10,706
Q2 2024 Added 7.54%
$240B
$535 Million 0.12% of portfolio
3,038
Q2 2024 Added 3.09%

Summary

  • Portfolio
  • No. of Stocks 245
  • Current Value $455 Billion
  • Prior Value $389 Billion
  • Filing
  • Period Q2 2024
  • Filing Date July 25, 2024
  • Form Type 13F-HR
  • Activity in Q2 2024
  • New Purchases 26 stocks
  • Additional Purchases 173 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 37 stocks
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