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
$0
$93.9 Billion 17.29% of portfolio
167,143
Q1 2025 Added 2.6%
$0
$39.4 Billion 7.25% of portfolio
520,864
Q1 2025 Added 4.87%
$0
$26.9 Billion 4.95% of portfolio
257,146
Q1 2025 Added 2.11%
$0
$24.9 Billion 4.58% of portfolio
426,653
Q1 2025 Added 3.86%
$3.14T
$22.1 Billion 4.08% of portfolio
99,707
Q1 2025 Added 0.72%
$0
$19.6 Billion 3.61% of portfolio
198,321
Q1 2025 Added 4.85%
$0
$17.6 Billion 3.23% of portfolio
518,735
Q1 2025 Added 90.97%
$3.56T
$15.8 Billion 2.9% of portfolio
42,028
Q1 2025 Added 2.9%
$359B
$12.9 Billion 2.37% of portfolio
118,811
Q1 2025 Added 1.76%
$0
$12.5 Billion 2.31% of portfolio
22,390
Q1 2025 Added 15.07%
$0
$11 Billion 2.03% of portfolio
104,363
Q1 2025 Added 8.69%
$0
$10.2 Billion 1.88% of portfolio
189,453
Q1 2025 Reduced 10.45%
$2.19T
$9.5 Billion 1.75% of portfolio
49,909
Q1 2025 Added 10.53%
$376B
$5.43 Billion 1.0% of portfolio
31,865
Q1 2025 Added 0.47%
$1.8B
$5.34 Billion 0.98% of portfolio
26,458
Q1 2025 Added 0.01%
$648B
$5.23 Billion 0.96% of portfolio
9,813
Q1 2025 Added 2.44%
$1.57T
$5.08 Billion 0.93% of portfolio
8,808
Q1 2025 Added 4.86%
$791B
$4.92 Billion 0.91% of portfolio
20,070
Q1 2025 Added 4.15%
$993B
$4.78 Billion 0.88% of portfolio
30,887
Q1 2025 Added 5.98%
$398B
$4.67 Billion 0.86% of portfolio
28,153
Q1 2025 Reduced 1.36%
$752B
$4.15 Billion 0.76% of portfolio
5,029
Q1 2025 Added 1.99%
$0
$4.02 Billion 0.74% of portfolio
64,276
Q1 2025 Added 28.12%
$43.5B
$4.04 Billion 0.74% of portfolio
28,388
Q1 2025 Reduced 0.07%
$101B
$3.85 Billion 0.71% of portfolio
22,970
Q1 2025 Added 7.88%
$475B
$3.6 Billion 0.66% of portfolio
30,267
Q1 2025 Added 3.63%
$0
$3.29 Billion 0.61% of portfolio
40,249
Q1 2025 Reduced 0.33%
$585B
$3.19 Billion 0.59% of portfolio
9,114
Q1 2025 Added 4.72%
$0
$2.91 Billion 0.54% of portfolio
34,178
Q1 2025 Added 6.9%
$328B
$2.79 Billion 0.51% of portfolio
13,336
Q1 2025 Added 3.93%
$0
$2.6 Billion 0.48% of portfolio
9,447
Q1 2025 Reduced 5.13%
$999B
$2.5 Billion 0.46% of portfolio
9,632
Q1 2025 Reduced 6.21%
$289B
$2.45 Billion 0.45% of portfolio
4,685
Q1 2025 Added 4.6%
$284B
$2.27 Billion 0.42% of portfolio
14,317
Q1 2025 Added 1.07%
$256B
$2.1 Billion 0.39% of portfolio
23,897
Q1 2025 Added 2.15%
$433B
$2.06 Billion 0.38% of portfolio
2,180
Q1 2025 Added 1.68%
$11.5B
$1.99 Billion 0.37% of portfolio
50,653
Q1 2025 Added 0.22%
$543B
$2.01 Billion 0.37% of portfolio
3,662
Q1 2025 Added 12.06%
$543B
$1.85 Billion 0.34% of portfolio
1,979
Q1 2025 Added 7.91%
$0
$1.72 Billion 0.32% of portfolio
31,000
Q4 2024 Reduced 10.81%
$357B
$1.76 Billion 0.32% of portfolio
4,797
Q1 2025 Added 7.0%
$173B
$1.71 Billion 0.31% of portfolio
11,121
Q1 2025 Added 4.57%
$301B
$1.62 Billion 0.3% of portfolio
22,560
Q1 2025 Added 4.32%
$189B
$1.57 Billion 0.29% of portfolio
4,749
Q1 2025 Added 1.82%
$218B
$1.51 Billion 0.28% of portfolio
11,367
Q1 2025 Added 2.22%
$355B
$1.39 Billion 0.26% of portfolio
33,224
Q1 2025 Added 4.47%
$263B
$1.43 Billion 0.26% of portfolio
5,315
Q1 2025 Added 1.84%
$291B
$1.36 Billion 0.25% of portfolio
8,133
Q1 2025 Added 4.83%
$268B
$1.35 Billion 0.25% of portfolio
21,880
Q1 2025 Added 2.68%
$156B
$1.34 Billion 0.25% of portfolio
4,727
Q1 2025 Added 1.11%

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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